EPR Properties

Informe acción NYSE:EPR

Capitalización de mercado: US$4.5b

EPR Properties Crecimiento futuro

Future controles de criterios 1/6

Se prevé un crecimiento anual de los beneficios y los ingresos de EPR Properties de 4.5% y 5% por año respectivamente. Se prevé que el BPA crezca en un 2.1% al año. Se espera que la rentabilidad financiera sea de 11.2% en 3 años.

Información clave

4.5%

Tasa de crecimiento de los beneficios

2.14%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Specialized REITs7.8%
Tasa de crecimiento de los ingresos5.0%
Rentabilidad financiera futura11.21%
Cobertura de analistas

Good

Última actualización20 May 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Seeking Alpha • May 18

EPR Properties: 6%+ Yield, Raised Guidance, And A Transition Story Worth Watching

Summary EPR Properties offers a compelling 6.4% yield and 6% projected AFFO growth, appealing to income-focused investors. EPR trades at a discounted 10.7x forward P/AFFO, with potential for re-rating as the portfolio transitions away from theaters. Management raised 2026 AFFO, investment, and disposition guidance following strong Q1 results and increased investment activity. I maintain a hold rating due to macroeconomic uncertainty and recommend waiting for a pullback near $50 for a better margin of safety. Read the full article on Seeking Alpha
Actualización de narrativa • Sep 13

Experiential Segments Will Shape Urban And Suburban Revival

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.
Seeking Alpha • Apr 28

EPR Properties: Don't Be Afraid Of Theaters

Summary EPR Properties' diverse portfolio, with 37% in theaters and 56% in other experiential properties, remains strong, despite past COVID-related challenges. Theaters are recovering, with 2023 box office at $8.9B and 2025 projections up to $9.7B, boosting EPR's financial stance. EPR's strategic capital recycling and solid lease structures ensure stability, with substantial liquidity and manageable debt maturities safeguarding dividend payments. Despite its attractive 9.7x forward-looking P/FFO valuation, I rate EPR as a "hold" due to personal portfolio balancing reasons and potential economic challenges affecting consumer spending. Read the full article on Seeking Alpha
Seeking Alpha • Apr 13

EPR Properties: A Safe Haven During Market Turbulence

Summary EPR Properties' management capitalized on market downturns, exemplified by their $150 million share repurchase program during COVID-19, showcasing adept capital allocation. Strong Q4 2024 financials with AFFO of $1.22, a 10.6% free cash flow yield, and a forward-looking 11% dividend yield on cost. EPR's portfolio is resilient to protectionism and recession, focusing on U.S. domestic markets and "drive to" experiential locations. My trust in EPR's management and their strategic decisions ensures confidence in holding 1000 shares for consistent, high-yielding monthly cash flow. Read the full article on Seeking Alpha
Seeking Alpha • Mar 16

EPR Properties: Does The Specter Of Bankruptcy Still Linger For AMC?

Summary EPR Properties has outperformed with a 16% year-to-date return, driven by healthy FFO growth. A dividend hike and strong investment spending guidance for 2025 provide reasons to continue to hold the commons. The financials show a slight dip in total assets in fiscal 2024, with significant upcoming debt maturities as cash and cash equivalents dipped year-over-year. AMC's financial instability remains a core risk, but a strong 2025 box office slate reduces immediate bankruptcy concerns. Read the full article on Seeking Alpha
Seeking Alpha • Mar 10

This Fat Dividend Should Be On Your Retirement List: EPR Properties

Summary My income keeps growing and growing, through dividend hikes and reinvestment. Your income stream can be massive and powerful through careful investing. I provide nearly daily dividend investing ideas and education. Join us on your investing journey! Read the full article on Seeking Alpha
Seeking Alpha • Feb 21

Is EPR Properties A Safe Long-Term Dividend Choice?

Summary Dividend-paying stocks are a simple way to diversify one’s portfolio in the face of market uncertainty. EPR Properties, a REIT focused on experiential properties, reported mixed Q3 results with year end declines in FFO and AFFO. However, its impressive dividend and strong fundamentals, paired with a strategic shift away from pandemic-hit theater assets, make it a compelling option for income-motivated investors. EPR is undervalued, with a P/AFFO (FWD) 34.5% below the sector median and is Quant-Rated Strong Buy. Read the full article on Seeking Alpha
Seeking Alpha • Jan 07

EPR REIT: The Show Must Not Go On

Summary EPR Properties faces significant risks due to high exposure to theaters, a business model reliant on riskier investments, and a history of earnings and dividend cuts. Despite diversification efforts, EPR's AFFO and dividends haven't recovered to pre-COVID levels, unlike competitors like Realty Income, which boasts superior diversification and growth prospects. EPR's cost of capital is higher than Realty Income's, necessitating riskier investments, which could become problematic if operators default. I maintain a SELL rating for EPR due to its modest growth prospects and inferior income quality compared to Realty Income, VICI, and Agree Realty. Read the full article on Seeking Alpha
Seeking Alpha • Dec 24

EPR Properties Is A Bargain Once Again

Summary I invested in EPR during the Covid-19 pandemic and have consistently added to my position due to my bullish outlook. EPR is a triple-net lease REIT focusing on non-gaming experiential properties like theatres and fitness centres, benefiting from tenant-covered costs and annual rent escalators. The experiential property sector, hit hard during Covid, is recovering strongly with 2023 Leisure Experience Spending surpassing pre-Covid levels, driven by younger generations prioritizing experiences. EPR's solid dividend coverage and their highly attractive yield combined with discounted valuation offer substantial upside potential. Read the full article on Seeking Alpha
Seeking Alpha • Dec 08

EPR Properties: You Can Get An 8% Yield Again

Summary EPR Properties is a promising investment for passive income investors due to its well-covered dividend and strategic repositioning away from movie theaters. The trust's unique portfolio includes entertainment assets like ski resorts and wellness facilities, with a $6.9 billion valuation as of September 2024. Despite a short-term decline in funds from operations, EPR Properties maintains a high margin of safety with a 66% dividend pay-out ratio. EPR stock's current valuation offers a margin of safety, and the 8% yield is attractive for passive income investors awaiting the divestment plan results. Read the full article on Seeking Alpha
Seeking Alpha • Nov 18

EPR Properties: Buy The Drop On This 8% Yield

Summary EPR Properties is an attractive buy-the-drop opportunity due to its robust Q3 results, healthy rent coverage, and diversification efforts into experiential categories like Topgolf and Andretti. EPR's balance sheet is strong with a BBB- credit rating, 99% unsecured debt, and it pays a well-covered 7.7% dividend yield supported by a 70% payout ratio. Trading at a forward P/FFO of 9.1x, well below its historical average of 13.5x, EPR offers significant value and potential for market-beating total returns. Read the full article on Seeking Alpha
Seeking Alpha • Nov 12

EPR Properties: Experiential Pivot Could Spark Future Growth, But Risks Remain

Summary EPR Properties, a REIT focused on experiential properties, reported mixed Q3 results with declines in FFO and AFFO YoY. The company is shifting away from theater assets, focusing on experiential properties like health and wellness, which is expected to drive future growth. EPR appears slightly undervalued, trading at a 22% discount to peers, with a weighted average cost of capital of 8.4%. Risks include tenant credit ratings and natural disasters, but strong interest coverage and a low payout ratio suggest potential for future dividend hikes. Read the full article on Seeking Alpha
Seeking Alpha • Oct 19

Better Growth Prospects Make EPR Properties Attractive Despite Higher Valuation

Summary EPR's stock price has increased by 11.7%, resulting in a 15.4% total return, realizing my previous thesis. EPR's cost of equity improved due to a dynamic stock price increase, making capital gathering through equity issuance more accretive, but still not optimal. EPR secured a new $1B revolving credit facility with more favorable terms, indicating improved trust from financing bodies in its turnaround story. The new credit facility will be used for general business purposes and acquisitions, suggesting upcoming growth in experiential properties. EPR remains undervalued, but the upside potential is lower than it used to be. Read the full article on Seeking Alpha
Seeking Alpha • Sep 27

EPR Properties: Poised To Benefit From Lower Interest Rates And Changing Consumer Habits

Summary EPR Properties stands to benefit from changing consumer habits post-pandemic due to their focus on experiential real estate like hot springs, spas, resorts, and indoor karting. Despite a decline in FFO and AFFO year-over-year, EPR's dividend remains well-covered with a payout ratio of 71%, showing financial resilience. EPR's balance sheet is solid with investment-grade credit ratings, low net debt to EBITDA, and significant undrawn liquidity, ensuring financial stability. While downgrading from a strong buy to a buy due to recent price appreciation, EPR still offers long-term upside with a P/AFFO multiple of 10.08x. Due to their focus on experiential real estate, EPR will likely see their financials negatively impacted should the economy see a recession. Read the full article on Seeking Alpha
Seeking Alpha • Sep 14

EPR Properties: This 7.3% Yield Is Still Too Good To Miss

Summary EPR Properties is a well-managed REIT with a unique portfolio of experiential properties and a high-margin 7.3% dividend yield, making it compelling for passive income investors. The trust's dividend is well-covered by funds from operations, with a low 70% pay-out ratio, providing a high margin of safety even in a recession. EPR Properties reaffirmed its 2024 FFO forecast, and despite some exposure to the troubled theater industry, it is diversifying and reducing this risk. With a current FFO multiple of 9.7x and a strategic shift away from movie theaters, EPR Properties is a strong buy for long-term passive income investors. Read the full article on Seeking Alpha

Previsiones de crecimiento de beneficios e ingresos

NYSE:EPR - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/2028830268N/AN/A3
12/31/2027802254N/AN/A5
12/31/2026761245N/AN/A6
3/31/2026720248435435N/A
12/31/2025714251421421N/A
9/30/2025707175416416N/A
6/30/2025702156402402N/A
3/31/2025697125393393N/A
12/31/2024688122393393N/A
9/30/2024682176377377N/A
6/30/2024692185404404N/A
3/31/2024692154425425N/A
12/31/2023698149447447N/A
9/30/2023706146462462N/A
6/30/2023678140446446N/A
3/31/2023668168435435N/A
12/31/2022655152442442N/A
9/30/2022632154420420N/A
6/30/2022609136383383N/A
3/31/2022572113357357N/A
12/31/202152574307307N/A
9/30/202146510242242N/A
6/30/2021388-108149149N/A
3/31/2021368-1905555N/A
12/31/2020408-1566565N/A
9/30/2020485-85162162N/A
6/30/202059210287287N/A
3/31/2020650119406406N/A
12/31/2019650130N/A440N/A
9/30/201957989N/A421N/A
6/30/2019567172N/A444N/A
3/31/2019607217N/A498N/A
12/31/2018564198N/A484N/A
9/30/2018612250N/A484N/A
6/30/2018606221N/A453N/A
3/31/2018550210N/A414N/A
12/31/2017515196N/A398N/A
9/30/2017555232N/A405N/A
6/30/2017528226N/A348N/A
3/31/2017497201N/A331N/A
12/31/2016481201N/A305N/A
9/30/2016465196N/A309N/A
6/30/2016449188N/A311N/A
3/31/2016433182N/A290N/A
12/31/2015418171N/A278N/A
9/30/2015407170N/A267N/A
6/30/2015398163N/A256N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (4.5% al año) de EPR es superior a la tasa de ahorro (3.5%).

Beneficios vs. Mercado: Se prevé que los beneficios (4.5% al año) de EPR crezcan menos que el mercado US (16.8% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de EPR crezcan, pero no significativamente.

Ingresos vs. Mercado: Se prevé que los ingresos (5% al año) de EPR crezcan más despacio que el mercado de US (11.7% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 5% al año) de EPR crezcan más despacio que 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de EPR sea baja dentro de 3 años (11.2%).

Descubre empresas en crecimiento

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1Y

7D

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7D

1Y

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/22 05:24
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

EPR Properties está cubierta por 19 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Paul AdornatoBMO Capital Markets Equity Research
Jana GalanBofA Global Research
David CorakB. Riley Securities, Inc.