EPR Properties (EPR)
NYSEReal EstateReit - SpecialtySnapshot 2026-10-29
$57.71-1.08%
Close 2026-10-30 · 1-day change
NYSEReal EstateReit - SpecialtySnapshot 2026-10-29
Research Workspace
Put EPR beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Real Estate is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 7% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 28%, softest on free-cash-flow margins.
View QualityManagement screens strong on capital allocation, earnings delivery, market reaction to earnings.
View ManagementExpectations look high — what the market is pricing in runs ahead of what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskEPR’s steady financial performance and rising revenue growth support a thesis tied to continued execution. Revenue growth accelerated from 3.6% in Q1 to 10.1% in Q2 and 12.0% in Q3. Management raised 2026 FFOAA guidance to $5.41 to $5.57 per share. EPR trades at 9.5× P/FFO versus the 11.9× peer median. Despite the lower multiple, the market is pricing in more growth than our forecast. The specific risk is a 30% modeled probability of missing next-quarter expectations. Peer multiples imply a price about 11% below where it trades; our read remains intact. This read is provisional.
Trailing returns as of 2026-10-30. EPR is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 12 analysts currently covering EPR (as of Oct 2026).
Based on 5 Wall Street analysts offering 12-month price targets for EPR in the last 4 months.
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Compare EPR with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| EPR Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 7 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Other Specialized REITs — fair value, gap to price, and forward P/E.
Compare the value case
Put EPR next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase revenue and earnings growth
Upgrade reflects increased confidence in revenue and earnings growth.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $57.71
The last 12 months of price, then the range of analyst 12-month targets from today’s $57.71.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Increase investment spending guidance
Increased investment spending aligns with growth objectives.
Advances: Increase revenue and earnings growth
Earnings call provides insights on revenue and growth.
Advances: Increase investment spending guidance
New credit facilities support increased investment spending.
Upgrade indicates positive sentiment on investment activity.
Structural transformation suggests significant growth potential.
New board member could enhance strategic direction.