• In November 2025, EPR Properties announced its Board of Trustees approved a monthly cash dividend of US$0.295 per common share, payable on December 15, 2025, to shareholders of record as of November 28, 2025, representing an annualized dividend of US$3.54 per share.
• This announcement comes alongside robust third-quarter earnings, increased full-year guidance, new debt issuance, and a significant move to sell its only casino asset.
• We’ll explore how EPR Properties’ plans to accelerate experiential property investments could shape the company’s long-term investment narrative.

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EPR Properties Investment Narrative Recap

To be a shareholder in EPR Properties, you need to believe in the long-term potential of experiential real estate, despite the ongoing headwinds facing theaters and location-based entertainment. The recent dividend affirmation and robust earnings add confidence, but do not materially alter the fact that the company’s exposure to shifting consumer preferences remains the most important risk, even as the near-term catalyst is the pace of experiential asset expansion.

Among the recent developments, the $550 million public offering of 4.750% senior notes stands out as a direct move to support investment plans. Increasing liquidity will enable EPR to accelerate growth in its experiential portfolio, reinforcing the immediate opportunity, but funding costs and rising rates could remain pivotal for outlook.

Yet, in contrast to these growth ambitions, it’s essential to be mindful of EPR’s significant reliance on tenants in sectors facing digital disruption…

Read the full narrative on EPR Properties (it’s free!)

EPR Properties’ narrative projects $755.1 million revenue and $245.4 million earnings by 2028. This requires 2.5% yearly revenue growth and a $89.8 million earnings increase from $155.6 million today.

Uncover how EPR Properties’ forecasts yield a $58.35 fair value, a 13% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members estimate EPR’s fair value between US$43 and US$107.64, showing significant variation across three viewpoints. Different opinions focus on evolving revenue streams and sector risks, so explore other perspectives before forming your own view.

Explore 3 other fair value estimates on EPR Properties – why the stock might be worth 17% less than the current price!

Build Your Own EPR Properties Narrative

Disagree with existing narratives? Create your own in under 3 minutes – extraordinary investment returns rarely come from following the herd.

• 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.
• Our free EPR Properties research report provides a comprehensive fundamental analysis summarized in a single visual – the Snowflake – making it easy to evaluate EPR Properties’ overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data
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
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

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