Update shared on13 Sep 2025
Fair value Increased 1.92%Analysts have raised EPR Properties’ price target to $58.35, citing the value-accretive Genting land sale, improved Topgolf rent coverage, and stronger theater industry fundamentals, while noting that valuation now appears balanced near historical averages.
Analyst Commentary
- Bullish analysts highlight the $200M Genting Malaysia land sale at an attractive yield, which alleviates concerns about missed equity raising opportunities.
- Improvement in Topgolf rent coverage year-over-year is noted as a positive factor.
- Strengthening fundamentals in the theater industry and rising box office revenues are expected to benefit EPR's earnings through increased percentage rent.
- Improved share price and cost of capital are seen as enabling a return to reasonable external growth.
- Bearish analysts cite valuation concerns, asserting the risk/reward is currently balanced with shares trading in line with historical averages, hence a less bullish outlook.
What's in the News
- EPR Properties raised its 2025 earnings guidance, now expecting net income per diluted share of $3.20 to $3.36, up from the prior range of $2.98 to $3.14.
Valuation Changes
Summary of Valuation Changes for EPR Properties
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $57.25 to $58.35.
- The Consensus Revenue Growth forecasts for EPR Properties has risen from 2.5% per annum to 2.6% per annum.
- The Future P/E for EPR Properties remained effectively unchanged, moving only marginally from 22.68x to 23.07x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.