EPR Properties(EPR)

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Is EPR Properties (EPR) Stock Outpacing Its Finance Peers This Year?
ZACKS· 2025-06-16 14:41
Investors interested in Finance stocks should always be looking to find the best-performing companies in the group. EPR Properties (EPR) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Finance peers, we might be able to answer that question.EPR Properties is one of 857 companies in the Finance group. The Finance group currently sits at #5 wit ...
Is EPR Properties Reaching Terminal Value?
Seeking Alpha· 2025-06-16 11:35
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Is EPR Properties Still A Buy After Blistering Rally?
Seeking Alpha· 2025-06-10 20:55
EPR Properties (NYSE: EPR ) has been one of the best-performing REITs in 2025, with the commons up 28% year-to-date, building on a 1-year rally that sits just around 41%. The rally has powered the REIT to hit a new 5-year high, which inclusive of EPR'sThe equity market is a powerful mechanism as daily fluctuations in price get aggregated to incredible wealth creation or destruction over the long term. Pacifica Yield aims to pursue long-term wealth creation with a focus on undervalued yet high-growth compani ...
EPR Properties (EPR) Nareit REITweek: 2025 Investor Conference (Transcript)
Seeking Alpha· 2025-06-04 00:06
Group 1 - EPR Properties is organized as a triple net REIT, focusing on experiential properties rather than traditional retail [4] - The company has a significant investment in the theater business, which has shown resilience despite previous concerns about its decline [4] - The recent Memorial Day weekend was record-breaking for the theater industry, indicating a strong recovery and interest in experiential entertainment [4][5] Group 2 - The conference featured key executives including the President, CEO, and Chief Financial Officer, highlighting the company's leadership structure [1][3] - The event aimed to provide updates on the company and engage with investors through a Q&A session [1][2]
EPR Properties (EPR) 2025 Conference Transcript
2025-06-03 18:45
EPR Properties Conference Call Summary Company Overview - EPR Properties is a triple net REIT focused on experiential properties, primarily in the theater business, which has shown resilience and growth post-COVID [2][3][4] Industry Insights - The theater industry experienced a record-breaking Memorial Day weekend, indicating strong consumer interest in experiential entertainment [2] - The overall box office for 2025 is projected to be between $9.3 billion and $9.7 billion, with a 25% increase observed since the first quarter [5][6] - Average consumer spending at theaters has increased from approximately $4 in 2018 to over $7 currently, contributing to improved margins [7][8] Financial Performance - EPR Properties has achieved a 20-year total shareholder return ranking second among all REITs, and is currently in the top two for triple net REITs over various time frames [4] - The company has a strong coverage ratio, with box office contributions equating to an $11.3 billion box office due to increased food and beverage spending [8] Business Segments - The ski business remains stable, with the introduction of ski passes providing consistent revenue streams despite weather fluctuations [9][10] - EPR Properties aims to diversify its portfolio, currently having 37% exposure to theaters, and plans to reduce this concentration while maintaining a presence in experiential properties [18][19] Capital Recycling and Dispositions - EPR has sold 27 theaters over the past four years, with only three currently vacant, indicating effective capital recycling strategies [23][24] - The company sold assets in early childhood education for a 7.4% cap rate, aligning with its strategy to monetize non-core assets [24][28] Dividend and Cash Flow Management - The company has reset its dividend payout ratio to approximately 70%, allowing for greater cash retention and growth potential [37] - EPR generates around $130 million in free cash flow above dividend and interest payments, enabling $250 million in annual investments without accessing equity markets [37][38] Investment Pipeline - EPR Properties sees a robust investment pipeline across various verticals, including golf and wellness, with significant recent expansions in Pagosa Springs and Frankenmuth [42][44] - The company is cautious about issuing equity and focuses on ensuring that every dollar spent is accretive to shareholder value [46][49] Tenant Relationships and CapEx Management - EPR maintains strong tenant relationships, with built-in lease features requiring tenants to fund capital expenditures, ensuring properties are well-maintained [52][54] - The company collaborates with tenants on CapEx needs, providing funding with the expectation of returns [54] Conclusion - EPR Properties is well-positioned in the experiential real estate market, demonstrating resilience through strategic management of its portfolio, strong financial performance, and a focus on growth opportunities while maintaining prudent cash flow and dividend policies [4][37][46]
Is EPR Properties (EPR) Outperforming Other Finance Stocks This Year?
ZACKS· 2025-05-30 14:46
For those looking to find strong Finance stocks, it is prudent to search for companies in the group that are outperforming their peers. Is EPR Properties (EPR) one of those stocks right now? A quick glance at the company's year-to-date performance in comparison to the rest of the Finance sector should help us answer this question.EPR Properties is a member of the Finance sector. This group includes 857 individual stocks and currently holds a Zacks Sector Rank of #7. The Zacks Sector Rank considers 16 differ ...
3 Covered Calls On Dividend Stocks To Add Even More Income Now
Seeking Alpha· 2025-05-29 19:29
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3 High-Yield Dividend Stocks to Buy to Cash In on This Exciting $500 Billion Opportunity
The Motley Fool· 2025-05-28 09:12
People are increasingly craving experiences that they can't get at home. They want to watch blockbuster films on the big screen, have a spa day, meet friends at a bowling alley, or go to a casino. Spending on experiences has steadily grown over the past quarter-century as people seek new adventures. Each of the experiences I named have one thing in common. They require a physical space that can deliver a memorable experience. Many of the companies that have developed these experiential properties are realiz ...
All You Need to Know About EPR Properties (EPR) Rating Upgrade to Buy
ZACKS· 2025-05-26 17:05
Core Viewpoint - EPR Properties has received an upgrade to a Zacks Rank 2 (Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system reflects changes in earnings estimates, which are strongly correlated with near-term stock price movements [4][6]. - An increase in earnings estimates typically leads to higher fair value calculations by institutional investors, resulting in buying or selling actions that affect stock prices [4]. Company Performance Indicators - EPR Properties is projected to earn $5.04 per share for the fiscal year ending December 2025, reflecting a year-over-year increase of 4.1% [8]. - Over the past three months, the Zacks Consensus Estimate for EPR Properties has risen by 1.8%, indicating a positive trend in earnings expectations [8]. Zacks Rank System Overview - The Zacks Rank system categorizes stocks based on earnings estimate revisions, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have averaged a +25% annual return since 1988 [7]. - EPR Properties' upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, suggesting potential for market-beating returns in the near term [10].
EPR Properties: Buy This Monthly Payer In Transition While They're Still Cheap
Seeking Alpha· 2025-05-25 11:15
Group 1 - The company EPR Properties has transitioned its portfolio from theaters to experiential assets, which has led to a bullish outlook on its performance [1] - The analyst expresses a long-term investment strategy focused on quality blue-chip stocks, BDCs, and REITs, aiming to supplement retirement income through dividends [2] - The article emphasizes the importance of individual due diligence in investment decisions, highlighting that the views expressed are personal opinions and not financial advice [3] Group 2 - The article does not provide specific financial metrics or performance data related to EPR Properties or the broader industry [4] - There is no mention of any recent news events or market trends affecting the company or industry in the provided content [4]