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Stock EPR Properties EPR

EPR Properties — Investlytic score 1/5 on the five criteria.

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20/ 100
Score Investlytic · 5 criteria

Analysis in progress…

Investlytic score: 1/5 criteria met. Data as of 01/11/2026.

  • ❌ Price trend failed
  • ❌ Growth failed
  • ❌ Debt failed
  • ✅ P/E passed
  • ❌ Correction failed

Price trend

Overall trend (8 years): insufficient progression (less than x1.5).

Price change 2018 → 2019: 10.32%

Price change 2019 → 2020: -53.99%

Price change 2020 → 2021: 46.12%

Price change 2021 → 2022: -20.57%

Price change 2022 → 2023: 28.45%

Price change 2023 → 2024: -8.61%

Price change 2024 → 2025: 12.69%

Price change 2025 → 2026: 18.47%

Price change 2026 (year to date): 16.46%

Financial growth

Revenue CAGR (8 years): 0.36%

Earnings CAGR (8 years): 0.42%

Growth status: weak or negative trend (<1%/yr) in revenue and earnings.

Debt

Debt-to-equity ratio: 1.35

Debt/equity > 0.5 (maximum threshold).

P/E (Price/Earnings)

P/E ratio: 18.88

P/E < 25.0 (maximum threshold).

Correction (6 months)

Current correction: 8.09% from the high over 6 months.

Insufficient correction (< 10.0%).

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Criteria of the Investlytic model

- / 5
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Investlytic rating reserved for members

Score out of 100, model verdict (buy, watch, sell) and details of the 5 criteria · visible with a free account.

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Price trend

Price & trend

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⚖️ Comparison with the market

All stocks →
StockP/EDette/FPRevenue growthRating
EPR Properties18.41.35+7.6 %🔒
Gecina S.A.29.30.65+2.9 %–
Covivio7.41.27+2.3 %–
Covivio Hotels9.10.77+8.9 %–
Aedifica S.A.12.40.70+18.5 %–

Data from the Investlytic screener. The rating of the stock being viewed is reserved for members.

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Detailed analysis · Price trend

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Global model trend and annual price variations · visible with a free account.

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Revenues & profits

Revenue and net income

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Chart of revenues and net income over 8 periods · real data, no estimates.

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Financial indicators

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18 financial indicators analyzed by groups of criteria: valuation, profitability, growth, solidity, dividend, and momentum.

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Annual financial statements

Fiscal yearRevenueNet income Net marginEPSRevenue growth
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Complete annual financial statements: revenue, net income, margin, and EPS over 8 fiscal years.

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Key reported figures

Revenue, net income and net margin reported by EPR Properties over the latest fiscal years.

Revenue
718 m USD
fiscal year 2025
Net income
275 m USD
fiscal year 2025
Net margin
38.3 %
fiscal year 2025
Average annual growth
+12.1 %
Revenue growth over 5 years
Average annual growth
+5.5 %
Revenue growth over 10 years
Market cap
4.6 bn USD
Fiscal yearRevenueNet incomeNet marginRevenue growth
2020406 m-132 m-32.5 %n/a
2021513 m98.6 m19.2 %+26.5 %
2022611 m176 m28.9 %+19.1 %
2023660 m173 m26.2 %+8.0 %
2024641 m146 m22.8 %-2.8 %
2025718 m275 m38.3 %+12.1 %

Amounts converted to USD. Source: published annual accounts, collected on 06/11/2026.

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Accounts and financial health

Balance sheet and cash flow published by EPR Properties over the last fiscal years, strength scores and valuation by discounted cash flow (DCF).

Overview
fragile accounts
according to Altman Z, Piotroski and net debt
Altman Z-score
0.75
risk zone (below 1.81)
Piotroski Score
4 / 9
4 to 6: average accounts
Net Debt / EBITDA
5.58 x
high debt
Fiscal year20212022202320242025
Cash and investments289 m108 m78.1 m22.1 m98.6 m
Total Debt3.0 bn3.1 bn3.0 bn3.1 bn3.1 bn
Net Debt2.7 bn2.9 bn3.0 bn3.1 bn3.0 bn
Equity2.6 bn2.5 bn2.5 bn2.3 bn2.3 bn
Total assets5.8 bn5.8 bn5.7 bn5.6 bn5.7 bn
Operating cash flow307 m442 m447 m393 m421 m
Investments (capex)113 m13.4 m000
Free cash-flow194 m428 m447 m393 m421 m
Share buybacks2.8 m4.3 m3.7 m11.4 m9.9 m
Dividends paid118 m266 m272 m280 m291 m

Amounts in USD, currency of the published accounts.

Trailing 12-month ratios

Price / earnings (P/E)16.67 x
Price / book value1.95 x
Return on Equity (ROE)12.8 %
Return on Invested Capital (ROIC)7.4 %
Net margin38.8 %
Debt / equity1.54 x
Current ratio0.66 x
Interest coverage3.03 x
Free cash-flow yield5.8 %

Altman Z: default risk estimated from the balance sheet and earnings. Piotroski: 9 tests on profitability, debt and efficiency. DCF: estimated value from discounted future cash flows, a model and not a forecast. Source: annual accounts published by the company, data as of 09/11/2026.

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Valuation and competitors

EPR Properties compared with its sector on the same exchange and with its main competitors.

Company P/E
16.8
61.4 % below the sector
Sector median P/E
43.5
real estate, NYSE
Sector over 10 years
42.7
10-year median, range 32.2 to 55.6

Trailing 12-month P/E. Sector: median of companies in the same sector listed on the same exchange, collected on . Competitors: comparable companies named by the data provider.

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Analyst consensus and forecasts

What the financial analysts covering EPR Properties publish: ratings, price targets and earnings forecasts.

Majority rating
hold
22 analysts
Average price target
67.50 USD
from n/a to n/a, 12 targets over 12 months
Gap with the share price
+17.0 %
price 57.71 USD on 30/10/2026

Breakdown of ratings

strong buy 0buy 7hold 13sell 2strong sell 0

Average target over the last 3 months: 67.50 USD (3 targets).

Track record against expectations: reported EPS above consensus 7 times over the last 12 releases.

Source: ratings and forecasts published by analysts, collected on 07/11/2026. An analyst rating or target is not a guarantee.

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Who owns the stock

Free float, institutional investors, large funds, executives and elected officials: declared positions in EPR Properties.

Large funds tracked
24
hold the stock as of 2026Q2
Executives (insiders)
0 / 5
0 purchases, 5 sales in 130 days

Large funds tracked

FundSharesValue (USD)Weight in the fundChangeQuarter
BlackRock10.3 m595 m0.0 %+3.3 %2026Q2
Vanguard Group10.8 m541 m0.0 %-0.7 %2025Q4
State Street7.6 m444 m0.0 %+98.2 %2026Q2
Geode Capital Management1.7 m96.3 m0.0 %+1.1 %2026Q2
Northern Trust1.5 m89.1 m0.0 %+30.1 %2026Q2
Goldman Sachs1.5 m86.3 m0.0 %+271.9 %2026Q2
AQR Capital Management1.3 m77.5 m0.0 %-8.4 %2026Q2
Morgan Stanley1.0 m59.3 m0.0 %-17.4 %2026Q2

Latest insider transactions

DatePersonSideAmount
19/08/2026Grace Elizabethsale254,394 USD
06/08/2026Sterneck Robin Peppesale209,412 USD
03/08/2026Mater Tonya L.sale222,537 USD
03/08/2026Mater Tonya L.sale190,954 USD
17/07/2026Johnson Gwendolyn Marysale62,500 USD

Sources: 13F filings (quarter shown), executives' Form 4 filings and US Congress members' disclosures, collected on 08/11/2026. Detailed disclosure obligations mainly apply to companies listed in the United States.

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PEA and practical information

PEA eligibility
no
head office outside the EU and EEA
Listing exchange
NYSE
IPO: 18/11/1997
ISIN code
US26884U1097
Workforce
55
full-time employees
Chief executive
Gregory K. Silvers

Rule applied: the French PEA accepts shares of companies headquartered in the European Union or the European Economic Area and subject to corporate income tax; ADRs and tax-exempt property companies (SIIC) are excluded. The institution holding the PEA confirms eligibility.

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Frequently asked questions about EPR Properties

What is the EPR Properties share price?

Latest recorded price: 59.51 USD on 06/11/2026, for a market cap of 4.6 bn USD.

What is the revenue of EPR Properties?

718 m USD for fiscal year 2025, with net income of 275 m USD (net margin 38.3 %).

What do analysts say about EPR Properties?

Out of 22 analysts: 7 buy or strong buy, 13 hold, 2 sell or strong sell. Average price target: 67.50 USD, i.e. +17.0 % from the share price.

What is the P/E ratio of EPR Properties?

Trailing 12-month P/E of 16.8, against 43.5 for the sector median on the same exchange (10-year median: 42.7).

Is EPR Properties stock eligible for the French PEA?

No: the company is headquartered outside the European Union and the European Economic Area (ISIN US26884U1097).

How many employees does EPR Properties have?

55 full-time employees according to the latest published profile.

Who runs EPR Properties?

Gregory K. Silvers is the company's chief executive.

Which large funds own EPR Properties?

As of 2026Q2, among the large funds tracked: BlackRock, Vanguard Group, State Street, Geode Capital Management, Northern Trust.

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