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EPR 
EPR Properties (EPR)
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Upturn Advisory Summary
01/09/2026: EPR (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
13 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $57.48
1 Year Target Price $57.48
| 3 | Strong Buy |
| 2 | Buy |
| 6 | Hold |
| 1 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 20.02% | Avg. Invested days 47 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 01/09/2026 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.00B USD | Price to earnings Ratio 23.05 | 1Y Target Price 57.48 |
Price to earnings Ratio 23.05 | 1Y Target Price 57.48 | ||
Volume (30-day avg) 13 | Beta 0.94 | 52 Weeks Range 39.72 - 59.23 | Updated Date 01/8/2026 |
52 Weeks Range 39.72 - 59.23 | Updated Date 01/8/2026 | ||
Dividends yield (FY) 6.77% | Basic EPS (TTM) 2.28 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 28.23% | Operating Margin (TTM) 55.09% |
Management Effectiveness
Return on Assets (TTM) 4.2% | Return on Equity (TTM) 8.42% |
Valuation
Trailing PE 23.05 | Forward PE 16.95 | Enterprise Value 6885412788 | Price to Sales(TTM) 5.66 |
Enterprise Value 6885412788 | Price to Sales(TTM) 5.66 | ||
Enterprise Value to Revenue 10.38 | Enterprise Value to EBITDA 13.91 | Shares Outstanding 76140341 | Shares Floating 74497994 |
Shares Outstanding 76140341 | Shares Floating 74497994 | ||
Percent Insiders 2.15 | Percent Institutions 83.51 |
Upturn AI SWOT
EPR Properties
Company Overview
History and Background
EPR Properties (EPR) was founded in 1997 and operates as a real estate investment trust (REIT). It has evolved from a diversified REIT to a specialized owner of experiential real estate, focusing on growth-oriented businesses. Key milestones include its initial public offering in 2004 and significant strategic shifts in its property portfolio over the years to align with evolving consumer trends.
Core Business Areas
- Theaters: EPR Properties owns and finances a portfolio of high-quality movie theaters across the United States. These are typically leased to major cinema operators.
- Recreation: This segment includes properties leased to businesses involved in family entertainment, fitness, and health clubs. Examples include arcades, trampoline parks, and bowling alleys.
- Fitness & Health Clubs: EPR Properties owns and finances properties leased to various fitness and health club operators.
- Early Childhood Education: This segment comprises pre-school and daycare facilities leased to large national operators. This has become a significant and stable part of their portfolio.
- Sports & Entertainment: This encompasses larger entertainment venues such as ski resorts and theme parks, although this segment has seen strategic adjustments over time.
Leadership and Structure
EPR Properties is led by a Board of Directors and an executive management team. Key leadership roles typically include a Chief Executive Officer (CEO), Chief Financial Officer (CFO), and heads of various operational and investment departments. The company operates as a publicly traded REIT, with its structure designed to own, manage, and finance a portfolio of real estate assets.
Top Products and Market Share
Key Offerings
- Real Estate Leases: EPR Properties's primary 'product' is the leasing of its diversified portfolio of experiential real estate properties to tenants. The company's success is tied to the performance of these businesses and their ability to generate rental income. Competitors include other diversified REITs and private real estate investors, but EPR's specialization in experiential real estate differentiates it.
Market Dynamics
Industry Overview
The experiential real estate sector is influenced by consumer spending trends, entertainment preferences, and the growth of specific industries like early childhood education and health & wellness. The post-pandemic recovery has seen a resurgence in demand for in-person experiences, benefiting sectors like theaters and recreation. However, shifts in digital consumption and economic volatility can impact tenant performance and rental income.
Positioning
EPR Properties is positioned as a leading REIT focused on experiential real estate, leveraging its specialized knowledge and established relationships with operators in its core segments. Its diversified portfolio across different experiential categories provides some resilience against sector-specific downturns. Its competitive advantages include a long-term lease structure with creditworthy tenants and a track record of acquiring and managing diverse real estate assets.
Total Addressable Market (TAM)
The TAM for experiential real estate is substantial, encompassing a wide range of consumer-facing businesses. While difficult to quantify precisely, it is in the hundreds of billions of dollars globally, considering sectors like entertainment, education, and recreation. EPR Properties is positioned as a significant player within its niche, focusing on high-quality assets with strong tenant relationships to capture a portion of this market.
Upturn SWOT Analysis
Strengths
- Diversified portfolio across multiple experiential real estate segments.
- Strong tenant relationships with leading operators.
- Specialized knowledge in acquiring and managing experiential assets.
- Long-term lease agreements providing stable rental income.
- Strategic focus on growth-oriented and recession-resistant sectors like early childhood education.
Weaknesses
- Sensitivity to economic downturns impacting consumer discretionary spending.
- Concentration risk within specific tenant relationships.
- Dependence on the performance of individual industries (e.g., film exhibition).
- Potential for asset obsolescence if not actively managed and updated.
Opportunities
- Growth in the family entertainment and recreation sectors.
- Expansion of the early childhood education segment due to demographic trends.
- Potential for acquisitions of underperforming or well-located assets.
- Leveraging technology to enhance tenant experiences and operational efficiency.
- Repurposing of underutilized properties for new experiential uses.
Threats
- Increased competition from other REITs and private real estate investors.
- Changes in consumer behavior and preferences (e.g., digital streaming vs. cinemas).
- Rising interest rates impacting borrowing costs and property valuations.
- Regulatory changes affecting tenant industries.
- Tenant financial distress or bankruptcy.
Competitors and Market Share
Key Competitors
- Arcades and Entertainment Centers (various private operators)
- Fitness Centers (e.g., Planet Fitness (PLNT), Life Time (LTH))
- Movie Theaters (e.g., AMC Entertainment (AMC), Cinemark (CNK))
- Early Childhood Education Providers (e.g., KinderCare (private), Learning Care Group (private))
- Other Diversified REITs with experiential portfolios.
Competitive Landscape
EPR Properties's advantage lies in its diversified and specialized portfolio of experiential real estate, which provides a stable income stream from a range of growing industries. Its disadvantage compared to some pure-play competitors is the inherent risk in specific sub-sectors like movie theaters, which are subject to technological disruption. However, its strength in early childhood education offers significant stability and growth.
Growth Trajectory and Initiatives
Historical Growth: EPR Properties has grown its portfolio and rental income over the years through strategic acquisitions and development. Its growth has been characterized by adapting its portfolio to evolving consumer experiences. (Specific numerical growth rates require historical financial data).
Future Projections: Future growth is projected to be driven by expansion in its core segments, particularly early childhood education and recreation, as well as potential opportunistic acquisitions. Analyst estimates would typically provide revenue and EPS growth projections. (Specific projections require analyst reports).
Recent Initiatives: Recent initiatives may include portfolio optimization through acquisitions and dispositions, strengthening tenant relationships, and potentially exploring new experiential real estate opportunities that align with current consumer trends.
Summary
EPR Properties is a specialized REIT with a strong, diversified portfolio of experiential real estate, particularly in early childhood education and recreation. Its strength lies in long-term tenant relationships and a focus on growth-oriented sectors. However, it must navigate economic uncertainties affecting consumer spending and evolving industry dynamics, such as digital shifts in entertainment, to maintain its growth trajectory and mitigate tenant-specific risks.
Similar Stocks
Sources and Disclaimers
Data Sources:
- EPR Properties Investor Relations
- Financial news outlets (e.g., Bloomberg, Reuters)
- Industry analysis reports
- SEC Filings (10-K, 10-Q)
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It does not constitute investment advice. Financial data and market share information are subject to change and may vary depending on the source and reporting period. Readers should conduct their own due diligence before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About EPR Properties
Exchange NYSE | Headquaters Kansas City, MO, United States | ||
IPO Launch date 1997-11-18 | President, CEO & Board Chair Mr. Gregory K. Silvers J.D. | ||
Sector Real Estate | Industry REIT - Specialty | Full time employees 55 | Website https://www.eprkc.com |
Full time employees 55 | Website https://www.eprkc.com | ||
EPR Properties (NYSE:EPR) is the leading diversified experiential net lease real estate investment trust (REIT), 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 (after accumulated depreciation of approximately $1.7 billion) 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.
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