Essential Properties Realty Trust, Inc.

NYSE:EPRT Stock Report

Market Cap: US$5.5b

Essential Properties Realty Trust Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:EPRT Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
07 Aug 24SellUS$185,298Max JenkinsIndividual6,372US$29.08
07 May 24SellUS$951,150Stephen SautelIndividual35,000US$27.39

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of EPRT?
Owner TypeNumber of SharesOwnership Percentage
State or Government73,6730.0364%
Individual Insiders675,8480.334%
Institutions201,877,47799.6%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 12.3%.

Top Shareholders

Top 25 shareholders own 83.85% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
19.2%
BlackRock, Inc.
33,606,513US$1.1b-0.21%0.02%
15.5%
The Vanguard Group, Inc.
27,148,590US$858.7m0.57%0.01%
5.72%
State Street Global Advisors, Inc.
10,033,209US$317.3m0.97%0.01%
5.55%
Wellington Management Group LLP
9,722,998US$307.5m-1.66%0.05%
3.92%
Cohen & Steers Capital Management, Inc.
6,870,048US$217.3m954%0.37%
3.3%
T. Rowe Price Group, Inc.
5,794,531US$183.3m19.7%0.02%
3.1%
RREEF America L.L.C.
5,437,596US$172.0m0.22%0.97%
2.55%
Geode Capital Management, LLC
4,468,922US$141.4m2.73%0.01%
2.36%
FMR LLC
4,136,093US$130.8m1.87%0.01%
2.36%
Eaton Vance Management
4,133,788US$130.7m-8.71%0.03%
2.24%
PGIM, Inc.
3,930,197US$124.3m2.07%0.14%
1.67%
Norges Bank Investment Management
2,931,887US$92.7m0%0.01%
1.61%
Charles Schwab Investment Management, Inc.
2,829,776US$89.5m5.27%0.01%
1.59%
Invesco Ltd.
2,781,367US$88.0m-4.8%0.02%
1.5%
Dimensional Fund Advisors LP
2,627,833US$83.1m2.02%0.01%
1.43%
Massachusetts Financial Services Company
2,503,405US$79.2m33%0.02%
1.42%
Macquarie Investment Management Business Trust
2,492,021US$78.8m-5.45%0.09%
1.42%
Principal Global Investors, LLC
2,481,406US$78.5m-6.6%0.04%
1.2%
Northern Trust Global Investments
2,108,582US$66.7m10.3%0.01%
1.16%
Duff & Phelps Investment Management Co.
2,034,345US$64.3m0%0.69%
1.13%
Alyeska Investment Group, L.P.
1,974,060US$62.4m80.1%0.3%
1.08%
Russell Investment Management, LLC
1,895,105US$59.9m-13.2%0.07%
0.99%
BNY Asset Management
1,736,316US$54.9m-10.2%0.01%
0.98%
Thrivent Investment Management Inc.
1,712,800US$54.2m4.01%0.1%
0.93%
Brown Advisory Incorporated
1,628,523US$51.5m0.33%0.06%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 02:26
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Essential Properties Realty Trust, Inc. is covered by 30 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Richard HightowerBarclays
Nathan CrossettBerenberg
Juan SanabriaBMO Capital Markets Equity Research