EPR Properties is rated Buy, reflecting a post-COVID growth acceleration and a 6%+ dividend yield. EPR is shifting its portfolio away from theaters and education, targeting pure-play experiential assets for improved growth and valuation. Q1 results showed AFFO/share up 6.6% y/y, with 2024 FFOAA/share guidance implying 6.5% growth and increased investment activity.
The new Quant Growth & Income Portfolio targets both capital appreciation and dividend yield. QG&I's diversified holdings include Exxon (XOM), EPR Properties (EPR), and Hanover Insurance Group (THG), each selected for strong value, growth, profitability, momentum, and EPS revisions.
EPR Properties (EPR) Presents at Nareit REITweek: 2026 Investor Conference Transcript
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.
EPR Properties (EPR) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Here is how EPR Properties (EPR) and Ameris Bancorp (ABCB) have performed compared to their sector so far this year.
EPR Properties is rated Buy, with clear undervaluation and strong potential for a re-rating as its portfolio pivot progresses. EPR delivered a robust quarter: AFFO rose 7.7% to $100.13M (6.6% on a per-share basis), and the monthly dividend increased 5.1% to $0.31, still being very sustainable. The company is accelerating its diversification away from theaters, boosting 2026 investment guidance to $500M–$600M.
EPR Properties NYSE: EPR reported higher first-quarter funds from operations and raised its 2026 guidance, citing accelerated investment activity, stable portfolio performance and continued consumer demand for experiential real estate.
EPR Properties (EPR) Q1 2026 Earnings Call Transcript
The headline numbers for EPR Properties (EPR) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
EPR Properties (EPR) came out with quarterly funds from operations (FFO) of $1.26 per share, in line with the Zacks Consensus Estimate . This compares to FFO of $1.21 per share a year ago.
From a technical perspective, EPR Properties (EPR) is looking like an interesting pick, as it just reached a key level of support. EPR recently overtook the 20-day moving average, and this suggests a short-term bullish trend.