Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
EPR Properties (EPR)
NYSEReal EstateReit - SpecialtySnapshot 2026-11-04
$59.79-1.56%
Close 2026-11-05 · 1-day change
NYSEReal EstateReit - SpecialtySnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
3.06 → 3.07 EPS · FY ending Dec 31, 2027 · 4 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 4 to 4; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for EPR yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Disposition proceeds of $50M-$100M in 2026 | A primary condition in EPR Properties's published investment case. The stated target is ~$75M disposition proceeds. | Intact | disposition proceeds fall below $50M in FY26 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
EPR is a real estate company with an experiential portfolio, making this a property-focused growth thesis rather than a turnaround. The long-term thesis is intact: recent financial performance is strong, management’s portfolio and earnings priorities are on track, and the overall risk level is moderate.
The evidence describes EPR as cheap versus peers, with a small expectations gap and a justified priced-in assessment. That suggests the market is not assuming unusually strong execution, though confidence in the valuation view is medium.
Near term, recent earnings beats, higher revenue, increased per-share funds from operations, and raised 2026 guidance support the earnings-growth story. Portfolio investment and new relationships also show progress, while liquidity is mixed: cash and revolving credit are available, but the term loan is fully drawn. A guidance reversal would be a notable credibility risk, and the industry has a history of deep misses despite the current low miss-risk reading.
Over the next one to three years, the thesis depends on continued performance from the experiential portfolio and management delivering on its growth plans. Near-term support could come from interest-rate cuts, while weakness among real estate sector bellwethers could remove a sector tailwind. A cut to recently raised guidance would weaken the execution case.
The multi-year view is intact, with strong recent results and a valuation described as cheap versus peers, but continued execution is important. Near-term guidance credibility, interest rates, and the broader real estate backdrop are key swing factors. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| EPR Properties raises investment spending to $500M-$600M in 2026. |
| Intact |
| investment spending falls below $500M in FY26 |
Capital expenditures: $0 FY2026-Q3; GAAP. Published target: ~$550M total investment spending. Annual target cannot be compared with a quarterly or TTM observation. Oct 29, 20260 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Maintain dividend payments near $0.9 per share | Dividends remain strong at $0.9 per share, supporting income investors. | Intact | dividend per share falls below $0.9 over next 4 quarters | Dividend per share: $0.93 per share FY2026-Q3; GAAP. Published target: >= $0.9 dividend per share. Target period is not explicitly aligned with this observation. Oct 29, 20260.93 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue growth near 7% annually | A supporting condition in EPR Properties's published investment case. The stated target is >=7% YoY revenue growth. | Intact | YoY revenue growth falls below 7% next year | Revenue growth: 11.96% FY2026-Q3; GAAP. Published target: >=7% YoY revenue growth. Reported actuals cannot certify a consensus target without an explicit period and accounting-basis binding. Oct 29, 202611.955723 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$3.08 → $3.07 · observed estimates
$0.66B → $0.69B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $3.08 | $661,631,611 | 4 / 4 |
| 2026-07-25 | $3.11 | $803,782,670 | 1 / 5 |
| 2026-07-26 | $3.08 | $661,631,611 | 4 / 4 |
| 2026-07-27 | $3.11 | $803,782,670 | 1 / 5 |
| 2026-07-28 | $3.08 | $661,631,611 | 4 / 4 |
| 2026-07-29 | $3.11 | $803,782,670 | 1 / 5 |
| 2026-07-30 | $3.08 | $661,631,611 | 4 / 4 |
| 2026-07-31 | $3.11 | $803,782,670 | 1 / 5 |
| 2026-08-01 | $3.08 | $666,760,236 | 4 / 4 |
| 2026-08-02 | $3.11 | $803,782,670 | 1 / 5 |
| 2026-08-03 | $3.08 | $666,760,236 | 4 / 4 |
| 2026-08-04 | $3.08 | $666,760,236 | 4 / 4 |
| 2026-08-05 | $3.08 | $666,760,236 | 4 / 4 |
| 2026-08-06 | $3.11 | $808,566,950 | 1 / 5 |
| 2026-08-07 | $3.08 | $666,760,236 | 4 / 4 |
| 2026-08-08 | $3.11 | $808,566,950 | 1 / 5 |
| 2026-08-09 | $3.11 | $808,566,950 | 1 / 5 |
| 2026-08-10 | $3.11 | $808,566,950 | 1 / 5 |
| 2026-08-11 | $3.11 | $808,566,950 | 1 / 5 |
| 2026-08-12 | $3.11 | $808,566,950 | 1 / 5 |
| 2026-08-13 | $3.11 | $808,566,950 | 1 / 5 |
| 2026-08-14 | $3.08 | $666,760,236 | 4 / 4 |
| 2026-08-15 | $3.08 | $666,760,236 | 4 / 4 |
| 2026-08-16 | $3.08 | $666,760,236 | 4 / 4 |
| 2026-08-17 | $3.08 | $666,760,236 | 4 / 4 |
| 2026-08-18 | $3.08 | $666,760,236 | 4 / 4 |
| 2026-08-19 | $3.08 | $666,760,236 | 4 / 4 |
| 2026-08-20 | $3.05 | $672,998,706 | 4 / 4 |
| 2026-08-21 | $3.06 | $678,223,081 | 4 / 4 |
| 2026-08-22 | $3.06 | $678,223,081 | 4 / 4 |
| 2026-08-23 | $3.06 | $678,223,081 | 4 / 3 |
| 2026-08-24 | $3.06 | $678,223,081 | 4 / 3 |
| 2026-08-25 | $3.06 | $678,223,081 | 4 / 3 |
| 2026-08-26 | $3.06 | $678,223,081 | 4 / 3 |
| 2026-08-27 | $3.06 | $678,223,081 | 4 / 3 |
| 2026-08-28 | $3.06 | $678,223,081 | 4 / 3 |
| 2026-08-29 | $3.06 | $678,223,081 | 4 / 3 |
| 2026-08-30 | $3.06 | $684,526,378 | 4 / 3 |
| 2026-08-31 | $3.06 | $684,526,378 | 4 / 3 |
| 2026-09-01 | $3.06 | $684,526,378 | 4 / 3 |
| 2026-09-02 | $3.07 | $687,179,521 | 4 / 3 |
| 2026-09-03 | $3.07 | $687,179,521 | 4 / 3 |
| 2026-09-04 | $3.07 | $687,179,521 | 4 / 3 |
| 2026-09-05 | $3.07 | $687,179,521 | 4 / 3 |
| 2026-09-06 | $3.07 | $687,179,521 | 4 / 3 |
| 2026-09-07 | $3.07 | $687,179,521 | 4 / 3 |
| 2026-09-08 | $3.07 | $687,179,521 | 4 / 3 |
| 2026-09-09 | $3.07 | $687,179,521 | 4 / 3 |
| 2026-09-10 | $3.08 | $689,072,114 | 4 / 3 |
| 2026-09-11 | $3.08 | $689,072,114 | 4 / 3 |
| 2026-09-12 | $3.08 | $689,072,114 | 4 / 3 |
| 2026-09-13 | $3.08 | $689,072,114 | 4 / 3 |
| 2026-09-14 | $3.08 | $689,072,114 | 4 / 3 |
| 2026-09-15 | $3.08 | $689,072,114 | 4 / 3 |
| 2026-09-16 | $3.08 | $689,072,114 | 4 / 3 |
| 2026-09-17 | $3.08 | $689,072,114 | 4 / 3 |
| 2026-09-18 | $3.08 | $689,072,114 | 4 / 3 |
| 2026-09-19 | $3.08 | $689,072,114 | 4 / 3 |
| 2026-09-20 | $3.06 | $686,967,467 | 4 / 3 |
| 2026-09-21 | $3.06 | $686,967,467 | 4 / 3 |
| 2026-09-22 | $3.06 | $686,967,467 | 4 / 3 |
| 2026-09-23 | $3.06 | $686,967,467 | 4 / 3 |
| 2026-09-24 | $3.06 | $686,967,467 | 4 / 3 |
| 2026-09-25 | $3.06 | $686,967,467 | 4 / 3 |
| 2026-09-26 | $3.06 | $686,967,467 | 4 / 3 |
| 2026-09-27 | $3.06 | $686,967,467 | 4 / 3 |
| 2026-09-28 | $3.06 | $686,967,467 | 4 / 3 |
| 2026-09-29 | $3.06 | $686,967,467 | 4 / 3 |
| 2026-09-30 | $3.06 | $686,967,467 | 4 / 3 |
| 2026-10-01 | $3.06 | $690,386,400 | 4 / 3 |
| 2026-10-02 | $3.06 | $706,957,250 | 4 / 3 |
| 2026-10-03 | $3.06 | $690,386,400 | 4 / 3 |
| 2026-10-04 | $3.06 | $690,386,400 | 4 / 3 |
| 2026-10-05 | $3.06 | $690,386,400 | 4 / 3 |
| 2026-10-06 | $3.06 | $690,386,400 | 4 / 3 |
| 2026-10-07 | $3.06 | $690,386,400 | 4 / 3 |
| 2026-10-08 | $3.06 | $690,386,400 | 4 / 3 |
| 2026-10-09 | $3.06 | $690,386,400 | 4 / 3 |
| 2026-10-10 | $3.06 | $690,386,400 | 4 / 3 |
| 2026-10-11 | $3.06 | $690,386,400 | 4 / 3 |
| 2026-10-12 | $3.06 | $690,386,400 | 4 / 3 |
| 2026-10-13 | $3.06 | $690,386,400 | 4 / 3 |
| 2026-10-14 | $3.06 | $690,386,400 | 4 / 3 |
| 2026-10-15 | $3.06 | $690,386,400 | 4 / 3 |
| 2026-10-16 | $3.06 | $690,386,400 | 4 / 3 |
| 2026-10-17 | $3.06 | $690,386,400 | 4 / 3 |
| 2026-10-18 | $3.06 | $690,386,400 | 4 / 3 |
| 2026-10-19 | $3.06 | $690,386,400 | 4 / 3 |
| 2026-10-20 | $3.05 | $690,403,828 | 4 / 3 |
| 2026-10-21 | $3.05 | $690,403,828 | 4 / 3 |
| 2026-10-22 | $3.05 | $690,403,828 | 4 / 3 |
| 2026-10-23 | $3.05 | $690,403,828 | 4 / 3 |
| 2026-10-24 | $3.05 | $690,403,828 | 4 / 3 |
| 2026-10-25 | $3.05 | $690,403,828 | 4 / 3 |
| 2026-10-26 | $3.05 | $690,403,828 | 4 / 3 |
| 2026-10-27 | $3.05 | $690,403,828 | 4 / 3 |
| 2026-10-28 | $3.05 | $690,403,828 | 4 / 3 |
| 2026-10-29 | $3.05 | $691,678,543 | 4 / 3 |
| 2026-10-30 | $3.05 | $691,678,543 | 4 / 3 |
| 2026-10-31 | $3.05 | $692,064,257 | 4 / 3 |
| 2026-11-01 | $3.05 | $692,064,257 | 4 / 3 |
| 2026-11-02 | $3.05 | $692,064,257 | 4 / 3 |
| 2026-11-03 | $3.07 | $694,435,163 | 4 / 4 |
| 2026-11-04 | $3.07 | $694,435,163 | 4 / 4 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 5 Buy / Strong Buy · 6 Hold · 1 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 3 recorded
0 raises · 1 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.