Stock Fundamentals

Company Information

Company Name
EPR Properties
Sector
Real Estate
Industry
REIT - Specialty
Exchange
NYSE
ISIN: US26884U1097
CIK: 0001045450
CUSIP: 29380T501
Currency: USD
Full Time Employees: 54
Phone: 816 472 1700
Fiscal Year End: December
IPO Date: Nov 18, 1997
Description:

EPR Properties is the leading diversified experiential net lease real estate investment trust, specializing in select enduring experiential properties in the real estate industry. We focus on real estate venues that create value by facilitating out of home leisure and recreation experiences where consumers choose to spend their discretionary time and money. We have total assets of approximately $5.5 billion (after accumulated depreciation of approximately $1.7 billion) across 43 states and Canada. We adhere to rigorous underwriting and investing criteria centered on key industry, property and tenant level cash flow standards. We believe our focused approach provides a competitive advantage and the potential for stable and attractive returns.

Address:

909 Walnut Street, Kansas City, MO, United States, 64106-2003

Directors & Officers

Name Title Year Born
Mr. Gregory K. Silvers J.D. President, CEO & Board Chair 1964
Mr. Mark Alan Peterson CPA Executive VP, CFO & Treasurer 1964
Ms. Tonya L. Mater CPA Senior VP & Chief Accounting Officer 1977
Mr. Paul R. Turvey Senior VP, General Counsel & Company Secretary 1979
Mr. Benjamin Fox Chief Investment Officer & Executive VP 1980
Ms. Elizabeth Grace Senior VP of HR & Administration 1956
Mr. Brian A. Moriarty Senior Vice President of Corporate Communications 1962
Mr. Derek Werner Vice President of Underwriting & Analysis NA
Ms. Gwendolyn Mary Johnson Senior Vice President of Asset Management 1973
Ms. April Jenkins VP & Controller NA

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Vanguard Group Inc 10.84M Dec 31, 2025 14.17% $0.01 -0.70%
BlackRock Inc 10.58M Sep 30, 2025 13.83% $0.01 9.43%
State Street Corp 3.96M Sep 30, 2025 5.18% $0.01 -1.13%
Prudential Financial Inc 1.99M Sep 30, 2025 2.61% $0.14 6.61%
JPMorgan Chase & Co 1.80M Sep 30, 2025 2.36% $0.00 155.48%
NORGES BANK 1.66M Dec 31, 2025 2.17% $0.01 75.52%
Northern Trust Corp 1.56M Sep 30, 2025 2.04% $0.01 84.78%
Geode Capital Management, LLC 1.56M Sep 30, 2025 2.04% $0.01 5.48%
AQR Capital Management LLC 1.52M Sep 30, 2025 1.98% $0.06 -1.72%
LSV Asset Management 1.37M Dec 31, 2025 1.78% $0.15 7.50%
Charles Schwab Investment Management Inc 1.34M Dec 31, 2025 1.76% $0.01 1.28%
Bank of New York Mellon Corp 1.12M Sep 30, 2025 1.47% $0.01 -0.96%
Dimensional Fund Advisors, Inc. 1.11M Dec 31, 2025 1.44% $0.01 0.17%
Morgan Stanley - Brokerage Accounts 1.09M Sep 30, 2025 1.42% $0.00 103.58%
Amvescap Plc. 977.79K Sep 30, 2025 1.28% $0.01 89.70%
American Century Companies Inc 934.19K Dec 31, 2025 1.22% $0.02 6.43%
Quantinno Capital Management LP 905.03K Sep 30, 2025 1.18% $0.14 48.00%
Citadel Advisors Llc 814.55K Sep 30, 2025 1.06% $0.01 1,057.02%
UBS Group AG 801.36K Sep 30, 2025 1.05% $0.01 -5.62%
Renaissance Technologies Corp 691.30K Dec 31, 2025 0.90% $0.05 -29.16%

Shares Statistics

Shares Outstanding: 76.52M
Shares Float: 74.64M
% Insiders: 220.90%
% Institutions: 8,132.10%
Short % Float: 7.65%

🏆 Top 10 Institutional Holders

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Group Inc 10.84M 14.17% ▼ 0.70% Dec 31, 2025
2 BlackRock Inc 10.58M 13.83% ▲ 9.43% Sep 30, 2025
3 State Street Corp 3.96M 5.18% ▼ 1.13% Sep 30, 2025
4 Prudential Financial Inc 1.99M 2.61% ▲ 6.61% Sep 30, 2025
5 JPMorgan Chase & Co 1.80M 2.36% ▲ 155.48% Sep 30, 2025
6 NORGES BANK 1.66M 2.17% ▲ 75.52% Dec 31, 2025
7 Northern Trust Corp 1.56M 2.04% ▲ 84.78% Sep 30, 2025
8 Geode Capital Management, LLC 1.56M 2.04% ▲ 5.48% Sep 30, 2025
9 AQR Capital Management LLC 1.52M 1.98% ▼ 1.72% Sep 30, 2025
10 LSV Asset Management 1.37M 1.78% ▲ 7.50% Dec 31, 2025

Valuation Metrics

Enterprise Value: $7.31B
Trailing P/E: 17.08
Forward P/E: 18.35

Financial Highlights

Market Cap: $4.29B
EBITDA: $549.88M
P/E Ratio: $17.08
PEG Ratio: $2.93
Book Value: $30.59
Dividend/Share: $3.52
Dividend Yield: 6.31%
Earnings/Share: $3.28
Profit Margin: 38.51%
Operating Margin: 52.92%
ROA (TTM): 4.21%
ROE (TTM): 11.79%
Revenue (TTM): $713.96M
Revenue/Share (TTM): $9.39
Earnings Growth (YOY): 49.10%
Revenue Growth (YOY): 3.90%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Download Financials (Excel)

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Earnings History

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 1.53x 1.53x 0.59x 2.83x 6.15x
2024-12-31 3.76x 1.36x 0.59x 2.41x 7.24x
2023-12-31 3.64x 1.21x 0.57x 2.51x 6.37x
2022-12-31 3.84x 1.20x 0.56x 2.37x 6.55x
2021-12-31 4.82x 2.14x 0.55x 1.98x 13.86x
2020-12-31 8.69x 1.47x 0.61x 0.62x 18.42x
2019-12-31 4.18x 2.06x 0.54x 2.24x 13.02x
2018-12-31 2.45x 1.04x 0.53x 3.45x 5.07x
2017-12-31 5.11x 2.07x 0.53x 1.81x 12.42x
2016-12-31 4.27x 1.14x 0.55x 2.40x 5.86x
2015-12-31 3.59x 0.96x 0.51x 2.28x 5.47x
2014-12-31 4.84x 0.86x 0.48x 2.27x 5.10x
2013-12-31 5.51x 0.87x 0.48x 1.97x 5.07x
2012-12-31 4.81x 0.94x 0.50x 2.05x 5.08x
2011-12-31 0.18x 0.72x 0.45x 1.43x 5.85x
2010-12-31 0.13x 0.74x 0.44x 1.57x 5.28x
2009-12-31 40.21x 0.64x 0.45x -0.16x 27.13x
2008-12-31 27.86x 0.97x 0.51x 1.66x 7.34x
2007-12-31 26.15x 0.96x 0.53x 1.66x 7.20x
2006-12-31 36.07x 0.77x 0.45x 3.72x 5.80x
2005-12-31 3.02x 1.07x 0.53x N/A 7.20x
2004-12-31 1.36x 0.95x 0.51x N/A 6.84x
2003-12-31 0.84x 1.02x 0.54x N/A 7.97x
2002-12-31 0.61x 0.97x 0.50x N/A 7.57x
2001-12-31 2.36x 1.20x 0.56x N/A 9.10x
2000-12-31 0.76x 0.46x 0.49x N/A 3.49x
1999-12-31 2.03x 0.00x 0.48x N/A 0.00x
1998-12-31 0.23x 0.00x 0.46x N/A 0.00x
1997-12-31 N/A 0.00x 0.00x N/A 0.00x

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Mar 10, 2026 Lisa G Trimberger N/A Sale 6.63K $57.83 $383.59K
Mar 10, 2026 Lisa G Trimberger N/A Sale 3.00K $57.38 $172.14K
Feb 02, 2026 Gregory E Zimmerman N/A Sale 7.50K $53.89 $404.18K
Dec 01, 2025 Gregory E Zimmerman N/A Sale 7.50K $52.25 $391.88K
Nov 03, 2025 Gregory E Zimmerman N/A Sale 7.50K $49.21 $369.08K
Oct 01, 2025 Gregory E Zimmerman N/A Sale 7.50K $58.12 $435.90K
Sep 02, 2025 Gregory E Zimmerman N/A Sale 7.50K $53.35 $400.13K
Aug 01, 2025 Gregory E Zimmerman N/A Sale 7.50K $54.94 $412.05K
Jul 01, 2025 Gregory E Zimmerman N/A Sale 7.50K $58.37 $437.78K
Mar 17, 2025 Brian Andrew Moriarty N/A Sale 2.50K $51.99 $129.98K
Mar 17, 2025 Tonya L Mater N/A Sale 3.12K $51.90 $161.93K

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