“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 ↗
EPR Properties
EPR
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.
- 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.
Research brief
The story so far
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.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- 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
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Operating margin changed +12.5 percentage points in the latest annual period.
- Net margin changed +17.3 percentage points in the latest annual period.
- Foreign exchange has repeated adverse evidence across 4 filings.
- P/E is 18% above the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 9, 2026
59.73Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“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 ↗
“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 ↗
“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.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
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
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.