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EPR Properties

EPR

Real Estate · 59.73 -0.3% today

Isolated · not yet confirmedMarket checked 9 Sept, 15:55 GMT-4

Market read

EPR Properties's current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 12 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.

Company-0.3% todayVolume comparison unavailable
Market group0 of 12 activeREITs · unavailable
Disclosed network0 of 2 confirmingNo filing-linked name is confirming now
What would change this read
  • Amendments to the revolving credit facility extend maturity to July 17, 2030 (two six-month extension options), reduce interest rate by 5 bps, modify covenant asset calculations to include expected forward equity proceed

Invalidation: The isolated read changes if EPR's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Real Estate · REIT - Specialty

No new filing conclusion is available. 0 of 12 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • Amendments to the revolving credit facility extend maturity to July 17, 2030 (two six-month extension options), reduce interest rate by 5 bps, modify covenant asset calculations to include expected forward equity proceed

Company research

Understand the business, not just the ticker

As of Sep 10, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations326
Usable filing statements37
Verified relationships2
Evidence supporting the case
  • Operating margin changed +12.5 percentage points in the latest annual period.
  • Net margin changed +17.3 percentage points in the latest annual period.
Evidence challenging the case
  • Foreign exchange has repeated adverse evidence across 4 filings.
Questions before a position
  • P/E is 18% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 9, 2026

59.73
6m+3.9%12m+12.3%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$531.7M+28.2%$1.00-1.6%
2022-12-31$658.0M+23.8%$2.03+0.4%
2023-12-31$705.7M+7.2%$1.97+0.9%
2024-12-31$698.1M-1.1%$1.60+0.4%
2025-12-31$718.4M+2.9%$3.28+0.7%

What management says matters

Persistent and emerging business drivers

Foreign exchangenegative · 4 filings
As of June 30, 2026, the Company had the following cross-currency swap designated as a fair value hedge: Interim settlement exchange rate Notional Amount (in millions, CAD) Annual Cash Flow (in millions, CAD) Maturity $ 1.25 CAD per USD $ 27.9 $ 2.2 October 1…
10-Q · Jul 30, 2026
Macroeconomic conditionsmixed · 3 filings
This uncertainty could lead to weakened economic conditions, contribute to inflation and increased borrowing costs and could lead to decreased consumer spending.
10-K · Feb 26, 2026
Credit and interest ratesnegative · 1 filings
The gain on sale of real estate for the six months ended June 30, 2024 related to the sale of two cultural properties, four vacant theatre properties and a leased theatre property.
10-Q · Jul 31, 2025
Restructuring and cost reductionsmixed · 1 filings
There was no retirement and severance expense for the six months ended June 30, 2025.
10-Q · Jul 31, 2025

Valuation discipline

Descriptive valuation snapshot

Price/sales 6.4× · EV/sales 10.3×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

59.73-0.3% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 9 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for EPR. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for EPR. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind EPR

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

FUNSix Flags Entertainment CorporationinvesteeMay 7, 2026

25 Subsequent to quarter-end, we completed the acquisition of six U.S.

JYNTFiling-linked namepartnerFeb 26, 2026

Joint ventures may limit flexibility with jointly owned investments.

Filing peers

No filing peers are available for this name yet.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

EPR is currently a Follower in the organic co-movement group REITs. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.