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EPR has just shared amazing Q2 results. I'm upgrading EPR to a buy because I found some game-changing news. EPR achieved a post-COVID record for investment activity, with $440M deployed at an attractive 8.5% cap rate, yielding a 1.1% investment spread.
EPR Properties NYSE: EPR reported higher revenue and funds from operations in the second quarter of 2026, supported by investment activity, rent and interest increases, and portfolio performance. The experiential real estate investment trust also raised its full-year investment spending and earnings guidance after completing more than $440 million of investments during the quarter.
EPR Properties (EPR) Q2 2026 Earnings Call Transcript
EPR Properties (EPR) came out with quarterly funds from operations (FFO) of $1.42 per share, beating the Zacks Consensus Estimate of $1.35 per share. This compares to FFO of $1.24 per share a year ago.
EPR Properties (EPR) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, EPR broke through the 20-day moving average, which suggests a short-term bullish trend.
EPR Properties (EPR) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, EPR broke out above the 50-day moving average, suggesting a short-term bullish trend.
EPR Properties remains a "Buy," offering a compelling blend of income, value, and growth with a 6.2% yield. EPR's recent $315 million Six Flags park acquisition diversifies its experiential portfolio and enhances scarcity value. Robust Q1 2026 results, including 5.9% FFO/share growth and a 99% leased rate, underscore operational strength.
EPR Properties is benefiting from a resurgent U.S. box office, with 2026 tracking to set new records and dispelling bearish theater narratives. EPR raised its dividend by 5% year-over-year, now yielding 6.2%. This is 136% covered by FFOAA and offers a healthy spread over Treasuries. Guidance for 2026 FFOAA was raised to $5.37–$5.53 per share, exceeding consensus and supporting a 10.95x multiple.
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