EPR Properties (EPR)
Concentrates on experiential, drive-to leisure properties with a smaller legacy Education portfolio.
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Holds a net-lease portfolio of experiential properties—such as theatres, attractions and ski venues—alongside a smaller Education portfolio. Growth is focused on drive-to entertainment, recreation and leisure locations, with rental collections tied to tenant and operator cash flows.
A net-lease REIT focused on properties serving out-of-home entertainment, recreation and leisure. The Experiential segment includes theatres, eat & play venues, attractions, ski properties, experiential lodging, gaming, cultural, and fitness & wellness properties. Its smaller Education segment includes early-childhood education centers and private schools.
Growth is directed toward experiential, drive-to locations, while Education remains a legacy portfolio. The model links rental receipts to tenants and operators that run the venues.
Tenant and operator cash flows depend on discretionary consumer activity, financing access, and uninterrupted venue operations. Economic and financing conditions, inflation affecting customers, and future contagious-disease outbreaks shape the business.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 20, 2026 | Keybanc | Upgrade | ||
| Aug 19, 2026 | KeyBanc | Upgrade | Target: — | Target: $70 |
| Aug 13, 2026 | Raymond James | Reiterate | Rating: —Target: $54 | Target: $65 |
| Jul 30, 2026 | Stifel Nicolaus | Target | Target: $65.50 | Target: $70.50 |
| Jul 15, 2026 | Wells Fargo | Reiterate | Rating: —Target: $54 | Target: $61 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $16.2M · Total debt $3.52B · Total assets $6.05B · Shareholders' equity $2.31B
- Revenue
- $196.1M
- Operating income
- $107.0M
- Net income
- $67.2M
HistoryDividendAnnual yieldUpcoming
| Institutions | 84.66% | 64.85M shares | |
|---|---|---|---|
| 499 holders · as of Jun 30, 2026 | |||
| Insiders | 2.25% | 1.72M shares | |
| 15 holders · as of Aug 20, 2026 | |||
| Other | 13.09% | 10.03M shares | |
| remainder | |||
76.61M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 13.39% | 10.26M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 8.89% | 6.81M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.97% | 3.81M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.49% | 3.44M | as of Jun 30, 2026 |
Quantinno Capital Management LPInstitution | 2.80% | 2.15M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 19, 2026 | Elizabeth Grace | officer: SVP - Human Resources & Admin | −4,200 | $60.57 |
| Aug 6, 2026 | Robin Peppe Sterneck | director | −3,403 | $61.54 |
| Aug 3, 2026 | Tonya L. Mater | officer: SVP & Chief Accounting Officer | −6,692 | $61.79 |
| Jul 17, 2026 | Gwendolyn Mary Johnson | officer: SVP - Asset Management | −1,000 | $62.50 |
| Jul 7, 2026 | Gwendolyn Mary Johnson | officer: SVP - Asset Management | −1,000 | $60.00 |
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CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| EPR Properties | $57.84 | 0.00% | $4.39B | 18.4 | 19.3 | 6.0 | +12.4% |
| VICI Properties | $24.01 | +0.10% | $26.48B | 9.3 | 8.2 | 6.5 | +5.7% |
| Gaming and Leisure Properties | $39.94 | +0.07% | $11.24B | 11.5 | 12.3 | 6.8 | +9.0% |
| Realty Income | $56.61 | +0.16% | $52.83B | 41.4 | 35.0 | 8.9 | +1.1% |
| NNN REIT | $42.02 | +1.06% | $7.92B | 20.4 | 19.8 | 8.3 | +7.2% |
| Four Corners Property Trust | $22.44 | −0.04% | $2.48B | 20.4 | 20.3 | 8.1 | +7.7% |
| Median | 20.4 | 19.8 | 8.1 | +7.2% |