JPMorgan raises EPR Properties price target to $65 on improved outlook

Published 12/09/2025, 08:46
JPMorgan raises EPR Properties price target to $65 on improved outlook

Investing.com - JPMorgan raised its price target on EPR Properties (NYSE:EPR) to $65.00 from $56.00 on Friday, while maintaining an Overweight rating on the stock. The new target represents potential upside from the current price of $56.60, though InvestingPro analysis suggests the stock is currently trading above its Fair Value.

The firm updated its model for the real estate investment trust and increased its estimates across multiple years, citing improved performance expectations. The company maintains impressive gross profit margins of 91.5% and offers a substantial 6.25% dividend yield, having maintained dividend payments for 29 consecutive years.

JPMorgan’s 2025 funds from operations as adjusted (FFOAA) per share estimate was raised slightly from $5.08 to $5.10, representing a 4.7% year-over-year increase. This new estimate exceeds both the midpoint of EPR’s guidance and the Bloomberg consensus, which stand at $5.08.

For 2026, the firm increased its FFOAA per share estimate by 1% from $5.26 to $5.30, projecting 3.9% year-over-year growth and surpassing the Bloomberg consensus of $5.25. The 2027 estimate was raised by 2% from $5.39 to $5.50, indicating 3.8% annual growth.

Looking further ahead, JPMorgan noted that its FFOAA per share estimates for 2028 and beyond are approximately 3% higher compared to its previous projections.

In other recent news, EPR Properties reported strong financial results for the second quarter of 2025, surpassing analyst expectations. The company achieved an earnings per share (EPS) of $0.91, significantly higher than the projected $0.69, marking a 31.88% surprise. Additionally, EPR Properties exceeded revenue forecasts by reporting $178.1 million against the expected $144.56 million. Despite these positive financial results, the stock experienced a decline during trading hours. In other developments, Wells Fargo upgraded EPR Properties from Underweight to Equal Weight following a land sale by Genting Malaysia worth approximately $200 million. This transaction was described as having an "attractive yield" by Wells Fargo. Conversely, KeyBanc downgraded the company from Overweight to Sector Weight, citing concerns about the sustainability of box office growth despite a 15% increase in revenues in the first half of 2025. Raymond James raised its price target for EPR Properties to $62.00 from $57.00, maintaining a Strong Buy rating, as the company reported in-line second quarter results and sustained its full-year Funds From Operations As Adjusted (FFOAA) guidance.

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