EPR Properties Gestione
Criteri Gestione verificati 2/4
EPR Properties Il CEO è Greg Silvers, nominato in Feb2015, e ha un mandato di 11.5 anni. la retribuzione annua totale è $ 10.90M, composta da 8.6% di stipendio e 91.4% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 1.36% delle azioni della società, per un valore di $ 62.75M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 8.4 anni e 5.9 anni.
Informazioni chiave
Greg Silvers
Amministratore delegato
US$10.9m
Compenso totale
| Percentuale dello stipendio del CEO | 8.56% |
| Mandato del CEO | 11.5yrs |
| Proprietà del CEO | 1.4% |
| Durata media del management | 8.4yrs |
| Durata media del Consiglio di amministrazione | 5.9yrs |
Aggiornamenti recenti sulla gestione
Recent updates
EPR Properties: Our Top REIT Pick For More Dividend Growth
Summary Management increased full-year 2026 FFOAA guidance to $5.41–$5.57 per share following strong first-half acquisitions. Revenue, FFOAA/share, and AFFO/share all climbed over 10% YOY in Q2. The AFFO payout ratio sat at a conservative 65% in Q2 – typically the highest payout ratio quarter due to seasonality—leaving massive room for a dividend hike. Shares trade at under 12x price/AFFO, pricing the business like a low-growth entity despite per-share metrics expanding in the high single digits. Read the full article on Seeking Alpha
EPR: Experiential Investments And Dividend Stability Will Test Recent Share Price Gains
The analyst price target for EPR Properties has moved higher from $60.22 to $63.05, reflecting analysts' updated views following a series of recent target revisions and rating changes that reference Q2 AFFO performance, guidance adjustments, and expectations for its experiential portfolio. Analyst Commentary Recent research on EPR Properties shows a mix of optimism and caution, with several firms adjusting price targets and ratings after Q2 results, guidance changes, and portfolio updates.EPR Properties (EPR) Stock Valuation After Citizens Upgrade To Market Outperform
Citizens recently upgraded EPR Properties (EPR) to Market Outperform, citing the company’s focus on experiential real estate investments, increased investment activity, and more stable theater operations as factors supporting a stronger long-term business profile. See our latest analysis for EPR Properties. The latest upgrade comes after a strong run in the share price, with a year to date share price return of 14.97% and a 3 year total shareholder return of 58.09%. This suggests momentum has...EPR: Higher Guidance And Park Acquisitions Will Test Recent Share Price Strength
Narrative Update: EPR Properties The analyst price target for EPR Properties has been raised from $58.35 to $60.22 as analysts factor in healthier results, higher full year guidance, increased investment activity, and transactions such as the mortgage loan conversion and regional park acquisitions. Analyst Commentary Recent research on EPR Properties shows a mix of optimism around the current execution and portfolio moves, paired with more tempered views on how much upside is left after the stock’s recent gains.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.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 AlphaEPR 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 AlphaEPR 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 AlphaThis 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 AlphaIs 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 AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$239m |
| Mar 31 2026 | n/a | n/a | US$248m |
| Dec 31 2025 | US$11m | US$933k | US$251m |
| Sep 30 2025 | n/a | n/a | US$175m |
| Jun 30 2025 | n/a | n/a | US$156m |
| Mar 31 2025 | n/a | n/a | US$125m |
| Dec 31 2024 | US$8m | US$906k | US$122m |
| Sep 30 2024 | n/a | n/a | US$176m |
| Jun 30 2024 | n/a | n/a | US$185m |
| Mar 31 2024 | n/a | n/a | US$154m |
| Dec 31 2023 | US$9m | US$876k | US$149m |
| Sep 30 2023 | n/a | n/a | US$146m |
| Jun 30 2023 | n/a | n/a | US$140m |
| Mar 31 2023 | n/a | n/a | US$168m |
| Dec 31 2022 | US$9m | US$850k | US$152m |
| Sep 30 2022 | n/a | n/a | US$154m |
| Jun 30 2022 | n/a | n/a | US$136m |
| Mar 31 2022 | n/a | n/a | US$113m |
| Dec 31 2021 | US$8m | US$808k | US$74m |
| Sep 30 2021 | n/a | n/a | US$10m |
| Jun 30 2021 | n/a | n/a | -US$108m |
| Mar 31 2021 | n/a | n/a | -US$190m |
| Dec 31 2020 | US$6m | US$808k | -US$156m |
| Sep 30 2020 | n/a | n/a | -US$85m |
| Jun 30 2020 | n/a | n/a | US$10m |
| Mar 31 2020 | n/a | n/a | US$119m |
| Dec 31 2019 | US$4m | US$770k | US$130m |
Compensazione vs Mercato: La retribuzione totale di Greg ($USD 10.90M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 6.99M ).
Compensazione vs guadagni: La retribuzione di Greg è aumentata di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Greg Silvers (62 yo)
Mr. Gregory K. Silvers, also known as Greg, J.D., serves as Chairman Board of Trustees at EPR Properties since May 28, 2022 and also serves as Chief Executive Officer and President since February 24, 2015....
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 11.5yrs | US$10.90m | 1.36% $ 62.7m | |
| Executive VP | 20.2yrs | US$4.29m | 0.37% $ 17.3m | |
| Senior VP & Chief Accounting Officer | 14.6yrs | US$1.43m | 0.064% $ 3.0m | |
| Senior VP | 2.4yrs | US$2.10m | 0.060% $ 2.8m | |
| Chief Investment Officer & Executive VP | less than a year | Nessun dato | 0.068% $ 3.2m | |
| Senior VP of HR & Administration | 8.4yrs | Nessun dato | 0.070% $ 3.2m | |
| Senior Vice President of Corporate Communications | 2.5yrs | Nessun dato | 0.018% $ 827.8k | |
| Vice President of Underwriting & Analysis | 4.6yrs | Nessun dato | Nessun dato | |
| Senior Vice President of Asset Management | 6.4yrs | Nessun dato | 0.047% $ 2.2m | |
| VP & Controller | 10.1yrs | Nessun dato | Nessun dato | |
| Executive Advisor | no data | US$6.39m | Nessun dato |
Gestione esperta: Il team dirigenziale di EPR è esperto e expertise (durata media dell'incarico 8.4 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 11.4yrs | US$10.90m | 1.36% $ 62.7m | |
| Independent Trustee | 16.3yrs | US$254.26k | 0.041% $ 1.9m | |
| Independent Trustee | 7.6yrs | US$311.65k | 0% $ 0 | |
| Independent Trustee | 3.5yrs | US$273.15k | 0% $ 0 | |
| Lead Independent Trustee | 7.3yrs | US$319.35k | 0.048% $ 2.2m | |
| Independent Trustee | 12.9yrs | US$298.15k | 0% $ 0 | |
| Independent Trustee | 1.6yrs | US$344.70k | 0.0040% $ 185.5k | |
| Independent Trustee | 1.9yrs | US$273.15k | 0.0052% $ 238.3k | |
| Independent Trustee | 4.5yrs | US$311.65k | 0.015% $ 714.9k | |
| Independent Trustee | 4.5yrs | US$273.15k | 0.023% $ 1.1m |
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di EPR sono considerati esperti (durata media dell'incarico 5.9 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/11 11:56 |
| Prezzo dell'azione a fine giornata | 2026/08/11 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
EPR Properties è coperta da 19 analisti. 6 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Paul Adornato | BMO Capital Markets Equity Research |
| Jana Galan | BofA Global Research |
| David Corak | B. Riley Securities, Inc. |