EPR
Real Estate · REIT - Specialty
Performance
EPR (EPR) Stock Analysis 2026
Rule-based · Updated daily · Not financial advice
EPR (EPR) operates in the REIT - Specialty space within the Real Estate sector. With a market cap of $4.5B, it qualifies as a small-cap company. Growth is moderate and the business remains profitable, offering a balanced risk/reward profile compared to high-multiple peers.
- Exceptional profit margin of 37.7% — the business retains a large share of each dollar earned
- Dividend yield of 6.14% provides consistent income on top of price appreciation
- Earnings fell 5% YoY — profitability is under pressure
- High debt-to-equity of 134.85× increases financial risk, especially with elevated interest rates
Verdict
Hold
Mixed signals — strengths and risks roughly balance. Wait for a clearer catalyst.
AI Insight
Powered by ClaudeAI-generated analysis for informational purposes only. Not financial advice.
Related Articles
Revenue & Results
Dividends
Current DY
6.14%
5Y Avg Annual
$2.9980
Last Payment
$0.3100
Ex-Date
05/29/2026
Annual dividends paid per share
| Ex-Date | Payment | Amount | Est. DY |
|---|---|---|---|
Latest05/29/2026 | 06/15/2026 | $0.3100 | 2.09% |
04/30/2026 | 05/17/2026 | $0.3100 | 2.09% |
03/31/2026 | 04/17/2026 | $0.3100 | 2.09% |
02/27/2026 | 03/16/2026 | $0.2950 | 1.99% |
01/30/2026 | 02/16/2026 | $0.2950 | 1.99% |
12/31/2025 | 01/17/2026 | $0.2950 | 1.99% |
11/28/2025 | 12/15/2025 | $0.2950 | 1.99% |
10/31/2025 | 11/17/2025 | $0.2950 | 1.99% |
Magic Number
Shares needed to self-fund your next purchase
$59.23
Price
$0.3100
Last div. (monthly)
192
shares
Own 192 EPR shares ($11,372.14) and each monthly dividend pays for 1 new share — the snowball runs on its own.
Investment target
$11,372.14
New shares / year
+12 shares
If You Had Invested…
Hypothetical return based on historical prices
* Dividend reinvestment calculated at ex-date price. For informational purposes only.
Earnings
Next Earnings
Jul 29, 2026
43
days
EPS (TTM)
$3.24
P/E (TTM)
18.3
Fwd P/E
19.6
Earnings History
SEC EDGAR · official filings
SEC Filings
Official EDGAR documents
Key Statistics
Valuation
Trading
Dividends
Profitability
Balance Sheet
Fair Value Estimates
Current price: $59.23
Graham Number
√(22.5 × EPS × Book Value)
$46.98
Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.
Bazin Ceiling Price
Avg. Annual DPS (5Y) ÷ 6%
$49.90
Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.
These are simplified estimates. Not financial advice.
Buy & Hold Checklist
Quality criteria for long-term holding
8/10
80% score
Pays dividends
15Y hist.15+ years of dividend history
Dividend consistency (5Y+)
15 yrsUninterrupted dividend payments for at least 5 years
ROE above 10%
11.7%Return on equity — measures how efficiently capital is used
Positive profit margin
37.7%Net profit margin must be positive — company earns more than it spends
Revenue growth (annual)
+3.6%Annual revenue must be growing compared to the prior year
Earnings growth (annual)
-5.1%Annual earnings must be growing compared to the prior year
Debt/Equity below 2×
134.85×Low financial leverage reduces risk of distress
Current ratio above 1
1.72×Short-term assets must cover short-term liabilities
Daily liquidity above $5M
$46M/dayHigh trading volume ensures easy entry and exit
Dividend yield above 0%
6.14%Stock must distribute income to shareholders
Related Assets
Real Estate
About EPR
EPR Properties is the leading diversified experiential net lease real estate investment trust, specializing in select enduring experiential properties in the real estate industry. We focus on real estate venues that create value by facilitating out of home leisure and recreation experiences where consumers choose to spend their discretionary time and money. We have total assets of approximately 5.5 billion US dollars (after accumulated depreciation of approximately 1.7 billion US dollars) across 43 states and Canada. We adhere to rigorous underwriting and investing criteria centered on key industry, property and tenant level cash flow standards. We believe our focused approach provides a competitive advantage and the potential for stable and attractive returns. EPR Properties was established on August 22, 1997 and is based in Kansas City, United States.