EPR Properties (EPR)
NYSEReal EstateReit - SpecialtySnapshot 2026-09-04
$59.99-0.81%
Close 2026-09-04 · 1-day change
NYSEReal EstateReit - SpecialtySnapshot 2026-09-04
QuarterlyIQ Insights · EPR
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within real estate on a research-validated quality screen. As of 2026-09-04.
The screen ranks EPR against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 2 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Real Estate names rated neutral grew net income 51% of the time over the next year (vs 56% for the rest of the cohort, n=3706).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue to increase investment spending in experiential properties, including acquisitions and development projects.
Stated as a priority in 3 of last 3 quarters. Investment spending guidance for 2026 increased from $400.0-$500.0 million in 2025-Q4 to $500.0-$600.0 million in 2026-Q1, and further to $600.0-$700.0 million in 2026-Q2. Management is delivering on this priority with actual investment spending totaling $492.2 million in the first half of 2026 and $440.8 million in 2026-Q2 alone, showing a clear upward trajectory.
“The Company is increasing investment spending guidance for 2026 to a range of $600.0 million to $700.0 million from a range of $500.0 million to $600.0 million.”
“The Company is increasing investment spending guidance for 2026 to a range of $500.0 million to $600.0 million from a range of $400.0 million to $500.0 million.”
“The Company is introducing investment spending guidance for 2026 of $400.0 million to $500.0 million.”
Increase guidance for proceeds from property dispositions to support capital recycling and portfolio optimization.
Stated as a priority in 3 of last 3 quarters. Disposition proceeds guidance for 2026 was introduced at $25.0-$75.0 million in 2025-Q4, increased to $50.0-$100.0 million in 2026-Q1, and confirmed at that level in 2026-Q2. This reflects management's ongoing focus on capital recycling, with proceeds guidance increasing steadily.
Sustain and grow monthly common share dividends to provide shareholder returns.
Stated as a priority in 3 of last 3 quarters. The Company increased its monthly dividend by 5.1% to $0.31 per share in 2026-Q1, resulting in an annualized dividend of $3.72 per share in 2026-Q2, up from approximately $3.54 the prior year. Management is delivering consistent dividend growth as committed.
Drive growth in revenue, net income, and Funds From Operations per share through portfolio expansion and operational execution.
Stated as a priority in 3 of last 3 quarters. Management increased 2026 FFOAA per diluted share guidance from $5.28-$5.48 in 2025-Q4 to $5.41-$5.57 in 2026-Q2, a 7.2% midpoint increase over 2025. Revenue grew from $178.1 million in 2025-Q2 to $196.1 million in 2026-Q2 (+10.1%). The trajectory shows delivering growth consistent with management's stated priority.
Preserve liquidity and financial flexibility through credit facilities and cash management to support growth and operations.
Stated as a priority in 2 of last 3 quarters. Management entered into a new $1.6 billion credit agreement in 2026-Q2 extending maturity to 2030 and reducing interest rates. At 2026-Q1, cash on hand was $68.5 million with no outstanding balance on the revolving credit facility. This shows management is maintaining strong liquidity and financial flexibility as committed.
Over the trailing year it converted 1.64x of net income into operating cash flow. Historically, Real Estate names rated neutral grew net income 57% of the time over the next year (vs 46% for the rest of the cohort, n=2946).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
12 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Real Estate names rated neutral grew net income 56% of the time over the next year (vs 48% for the rest of the cohort, n=877).
Not investment advice. As of 2026-09-04.
“Confirming disposition proceeds guidance of $50.0 million to $100.0 million.”
“Increasing disposition proceeds guidance to a range of $50.0 million to $100.0 million from $25.0 million to $75.0 million.”
“Introducing disposition proceeds guidance of $25.0 million to $75.0 million for 2026.”
“Declared monthly cash dividend totaling $0.93 per share, a 5.1% increase over prior year.”
“Increased monthly common share dividend by 5.1% to $0.31 per share starting April 2026.”
“Announced increase to monthly common share dividend of 5.1%.”
“Increasing 2026 earnings guidance for FFOAA per diluted common share to $5.41 to $5.57, up 7.2% at midpoint over 2025.”
“Increasing 2026 earnings guidance for FFOAA per diluted common share to $5.37 to $5.53, a 6.5% increase at midpoint over 2025.”
“Introducing 2026 earnings guidance for FFOAA per diluted common share of $5.28 to $5.48, a 5.1% increase at midpoint over 2025.”
“Entered into a new amended and restated $1.6 billion credit agreement extending maturity and reducing interest rates.”
“Maintaining strong liquidity with $68.5 million cash on hand and no outstanding balance on $1.0 billion revolving credit facility.”