EPR Properties (EPR) valuation after new experiential acquisitions, $400m equity raise and reaffirmed dividends

Simply Wall St.12-16

EPR Properties (EPR) just doubled down on its experiential real estate strategy by funding new golf and water park acquisitions with a fresh $400 million equity program, while still affirming steady ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2591822079?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/9551737-choice2-main-header/1585186740457","is_english":true,"pubTime":"2025-12-16 21:14","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2591822079","market":"sg","top_or_hot":-1,"title":"EPR Properties (EPR) valuation after new experiential acquisitions, $400m equity raise and reaffirmed dividends","media":"Simply Wall St.","content":"<div>\n<p>EPR Properties (EPR) just doubled down on its experiential real estate strategy by funding new golf and water park acquisitions with a fresh $400 million equity program, while still affirming steady ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/real-estate/nyse-epr/epr-properties/news/epr-properties-epr-valuation-after-new-experiential-acquisit\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EPR Properties (EPR) valuation after new experiential acquisitions, $400m equity raise and reaffirmed dividends</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEPR Properties (EPR) valuation after new experiential acquisitions, $400m equity raise and reaffirmed dividends\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-16 21:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/real-estate/nyse-epr/epr-properties/news/epr-properties-epr-valuation-after-new-experiential-acquisit><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>EPR Properties (EPR) just doubled down on its experiential real estate strategy by funding new golf and water park acquisitions with a fresh $400 million equity program, while still affirming steady ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/real-estate/nyse-epr/epr-properties/news/epr-properties-epr-valuation-after-new-experiential-acquisit\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"EPR","symbol_name":"EPR不动产","start_time":0,"source_url":"https://simplywall.st/stocks/us/real-estate/nyse-epr/epr-properties/news/epr-properties-epr-valuation-after-new-experiential-acquisit","article_id":"2591822079","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/9551737-choice2-main-header/1585186740457"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/real-estate/nyse-epr/epr-properties/news/epr-properties-epr-valuation-after-new-experiential-acquisit","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2591822079","pubTimestamp":1765890892,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"EPR Properties (EPR) just doubled down on its experiential real estate strategy by funding new golf and water park acquisitions with a fresh $400 million equity program, while still affirming steady monthly and preferred dividends.\nSee our latest analysis for EPR Properties.\nThe market seems to be weighing that expansion push against dilution risk, with EPR’s share price at $50.23 and a year to date share price return of 14.21% but a stronger five year total shareholder return of 123.62%...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"EPR":"EPR不动产","BK4234":"特殊用途房地产信托","BK4084":"特种房地产投资信托"},"translate_title":"EPR Properties(EPR)在新的体验式收购、4亿美元股权融资和重申股息后的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"EPR":1.5},"content_text":"EPR Properties (EPR) just doubled down on its experiential real estate strategy by funding new golf and water park acquisitions with a fresh $400 million equity program, while still affirming steady monthly and preferred dividends. See our latest analysis for EPR Properties. The market seems to be weighing that expansion push against dilution risk, with EPR’s share price at $50.23 and a year to date share price return of 14.21% but a stronger five year total shareholder return of 123.62%. This suggests long term momentum remains intact even as near term sentiment cools. If you like the steady income plus growth angle here, it could be worth scanning fast growing stocks with high insider ownership for other under the radar opportunities with aligned management incentives. With shares trading at a double digit discount to analyst targets and cash flows set to grow from new experiential assets, is EPR still mispriced by a cautious market, or already reflecting its next leg of expansion? Most Popular Narrative Narrative: 13.9% Undervalued With EPR closing at $50.23 against a most popular narrative fair value of $58.35, the story leans toward upside if the forecasts stick.  The company's conservative balance sheet (net debt to EBITDAre at the low end of targeted range, well covered dividend, minimal near term maturities) and readiness to pursue larger, accretive deals (enabled by improved equity valuation and ATM program) places EPR in a strong position to capitalize on future opportunities from urban or suburban redevelopment trends, supporting FFO and NAV per share growth over the medium to long term.  Read the complete narrative. For readers curious how modest revenue growth, rising margins and a lower future earnings multiple can still support a higher fair value than today, the full narrative walks through the underlying calculations. Result: Fair Value of $58.35 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, that upside depends on experiential demand holding up. Persistent streaming pressure, weaker tenants or higher funding costs could quickly squeeze rents and growth. Find out about the key risks to this EPR Properties narrative.  Build Your Own EPR Properties Narrative If you see the story differently or want to stress test the assumptions yourself, you can build a fresh narrative in just a few minutes: Do it your way. A great starting point for your EPR Properties research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision. Looking for more investment ideas? Set yourself up for smarter next moves by using the Simply Wall St Screener to pinpoint new opportunities before they become everyone else’s big story.  Capture potential long term bargains by focusing on companies trading below their cash flow value through these 906 undervalued stocks based on cash flows and sharpen your edge on price disciplined investing. Ride powerful innovation trends by targeting companies at the forefront of automation and intelligence with these 26 AI penny stocks, before their growth is fully priced in. Strengthen your income stream by zeroing in on reliable payers using these 13 dividend stocks with yields > 3%, so your portfolio works harder for you in every market cycle.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Mobile Infrastructure for Defense and DisasterThe next wave in robotics isn't humanoid. Its fully autonomous towers delivering 5G, ISR, and radar in under 30 minutes, anywhere.Get the investor briefing before the next round of contractsSponsored On Behalf of CiTechValuation is complex, but we're here to simplify it.Discover if EPR Properties might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.13","shortVersion":"4.35.13","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2591822079","isCrawlerRequest":true}