Earnings summaries and quarterly performance for EPR PROPERTIES.
Executive leadership at EPR PROPERTIES.
Gregory K. Silvers
Chief Executive Officer
Ben Fox
Executive Vice President
Brian A. Moriarty
Senior Vice President – Corporate Communications
Elizabeth A. Grace
Senior Vice President of Human Resources and Administration
Gregory E. Zimmerman
Executive Vice President and Chief Investment Officer
Gwendolyn M. Johnson
Senior Vice President – Asset Management
Mark A. Peterson
Executive Vice President, Chief Financial Officer and Treasurer
Paul R. Turvey
Senior Vice President, General Counsel and Secretary
Tonya L. Mater
Senior Vice President and Chief Accounting Officer
Board of directors at EPR PROPERTIES.
Caixia Y. Ziegler
Director
James B. Connor
Director
John P. Case III
Director
John Peter Suarez
Director
Lisa G. Trimberger
Director
Peter C. Brown
Director
Robin P. Sterneck
Director
Virginia E. Shanks
Lead Independent Director
William P. Brown
Director
Research analysts who have asked questions during EPR PROPERTIES earnings calls.
Anthony Paolone
JPMorgan Chase & Co.
4 questions for EPR
Michael Carroll
RBC Capital Markets
3 questions for EPR
Upal Rana
KeyBanc Capital Markets
3 questions for EPR
Robert Stevenson
Janney Montgomery Scott LLC
2 questions for EPR
Smedes Rose
Citigroup
2 questions for EPR
Bennett Rose
Citigroup
1 question for EPR
Catherine Greg
UBS
1 question for EPR
Elizabeth Yang Doykan
B. Riley Securities
1 question for EPR
Farrell Granith
BofA Securities
1 question for EPR
Jana Galan
Bank of America
1 question for EPR
John Kalinowski
Wells Fargo Advisors
1 question for EPR
Kathryn Graves
UBS
1 question for EPR
Kyle Bonke
Truist Securities
1 question for EPR
Michael Goldsmith
UBS
1 question for EPR
Mitch Germain
Citizens JMP
1 question for EPR
Nitin Kumar
Mizuho Securities USA
1 question for EPR
Rob Stevenson
Janney Montgomery Scott
1 question for EPR
Spenser Allaway
Green Street
1 question for EPR
Spenser Glimcher
Green Street Advisors, LLC
1 question for EPR
William John Kilichowski
Wells Fargo
1 question for EPR
Recent press releases and 8-K filings for EPR.
- EPR Properties entered into a Distribution Agreement on December 5, 2025, for the offer and sale of its common shares.
- The aggregate offering price for these common shares is up to $400,000,000.
- The company intends to use the net proceeds for general corporate purposes, including funding acquisition and build-to-suit projects, working capital, and reducing outstanding indebtedness.
- Sales of shares may be made through various agents, with a commission that will not exceed 2.0% of the gross sales price.
- EPR Properties completed a public offering of $550 million aggregate principal amount of its 4.750% Senior Notes due 2030 on November 13, 2025.
- The notes are senior unsecured obligations and will accrue interest at 4.750% per year from November 13, 2025, payable semi-annually, with a maturity date of November 15, 2030.
- The company is subject to negative covenants, including maintaining total unencumbered assets of at least 150% of its unsecured debt.
- Legal counsel provided an opinion confirming the company's qualification as a REIT for U.S. federal income tax purposes from December 31, 1997, through December 31, 2024, and its ability to continue meeting these requirements for current and subsequent taxable years.
- On November 3, 2025, EPR Properties entered into an underwriting agreement for the issuance and sale of $550,000,000 aggregate principal amount of 4.750% Senior Notes due 2030.
- The notes will be sold to underwriters, including J.P. Morgan Securities LLC, BofA Securities, Inc., Barclays Capital Inc., and RBC Capital Markets, LLC, at a price equal to 98.200% of the aggregate principal amount.
- The Securities are expected to be issued pursuant to an Indenture dated as of November 13, 2025.
- EPR Properties reported Q3 2025 FFO as adjusted per share of $1.37, a 5.4% increase year-over-year, and AFFO per share of $1.39, a 7.8% increase year-over-year.
- The company updated its 2025 FFO as adjusted per share guidance to a range of $5.05 to $5.13 and narrowed its 2025 investment spending guidance to $225 million to $275 million.
- Q3 2025 investment spending totaled $54.5 million, entirely within the experiential portfolio, and the company increased its 2025 disposition guidance to a range of $150 million to $160 million.
- EPR Properties plans to materially accelerate capital deployment in 2026, targeting a $400 million to $500 million investment range, noting this is achievable without the pending Catskills land sale transaction.
- EPR Properties reported Q3 2025 FFO as adjusted per share of $1.37, a 5.4% increase over the prior year, and AFFO per share of $1.39, an increase of 7.8%.
- The company updated its 2025 FFO as adjusted per share guidance to a range of $5.05-$5.13 and narrowed its investment spending guidance to $225 million-$275 million.
- EPR Properties increased its 2025 disposition guidance to a range of $150 million-$160 million and reported Q3 investment spending of $54.5 million, entirely within its experiential portfolio.
- The balance sheet remains strong with net debt to annualized adjusted EBITDAre at 4.9x, and the company expects to materially accelerate investment spending in 2026 to a $400-$500 million range without requiring the Genting transaction or additional strategic capital recycling.
- EPR reported Q3 2025 Total Revenue of $182.3 million, a 1.0% increase year-over-year, with Net Income per share rising 49.1% to $0.79 and AFFO per share increasing 7.8% to $1.39.
- The company revised its 2025 FFO as adjusted per share guidance to $5.05 - $5.13 and increased its disposition proceeds guidance to $150 million - $160 million.
- EPR's total portfolio represents ~$6.9 billion in investments across 330 properties, with Q3 investment spending at $54.5 million and year-to-date spending reaching $140.8 million. Total portfolio coverage remained strong at 2.0x for the trailing twelve months ended September 2025.
- The North American Box Office Gross (NABOG) for the first three quarters of 2025 was $6.5 billion, a 4% increase over 2024, with full-year 2025 NABOG expectations between $9 billion and $9.2 billion.
- EPR Properties reported Q3 2025 FFO as adjusted per share of $1.37, a 5.4% increase year-over-year, and AFFO per share of $1.39, a 7.8% increase.
- The company updated its 2025 guidance, increasing FFO as adjusted per share to a range of $5.05 to $5.13 (representing 4.5% growth at the midpoint) and raising disposition guidance to $150 million to $160 million. Investment spending guidance was narrowed to $225 million to $275 million.
- EPR's balance sheet remains strong with net debt to annualized adjusted EBITDAre at 4.9 times, below its targeted range, enabling plans to materially accelerate capital deployment in 2026.
- Q3 2025 investment spending totaled $54.5 million, exclusively in the experiential portfolio, which accounts for 94% of total investments and is 99% leased or operated.
- EPR Properties reported Q3 2025 total revenue of $182.3 million, a 1.0% increase year-over-year, with net income available to common shareholders per diluted common share of $0.79 (up 49.1%), FFOAA per diluted common share of $1.37 (up 5.4%), and AFFO per diluted common share of $1.39 (up 7.8%) compared to Q3 2024.
- The company updated its 2025 guidance, increasing FFOAA per diluted common share to a range of $5.05 to $5.13 (from $5.00 to $5.16) and disposition proceeds to $150.0 million to $160.0 million (from $130.0 million to $145.0 million). Investment spending guidance was narrowed to $225.0 million to $275.0 million.
- Investment spending totaled $54.5 million in Q3 2025, bringing year-to-date spending to $140.8 million. The company also sold properties for $19.3 million in proceeds during Q3 2025, with year-to-date disposition proceeds reaching $133.8 million.
- As of September 30, 2025, EPR Properties maintained a strong liquidity position with $13.7 million in cash on hand and $379.0 million outstanding on its $1.0 billion unsecured revolving credit facility, with no scheduled debt maturities until August 2026.
- EPR Properties reported Total revenue of $182.3 million for the third quarter ended September 30, 2025, a 1.0% increase from the prior year, and Net income available to common shareholders of $60.55 million, up 49.1%. FFOAA per diluted common share was $1.37, a 5.4% increase compared to Q3 2024.
- The company increased its FFOAA per diluted common share guidance for 2025 to a range of $5.05 to $5.13 from a previous range of $5.00 to $5.16, representing a 4.5% increase at the midpoint over 2024.
- Investment spending for Q3 2025 totaled $54.5 million, bringing year-to-date investment spending to $140.8 million. Disposition proceeds for Q3 2025 were $19.3 million, contributing to year-to-date proceeds of $133.8 million.
- As of September 30, 2025, the company maintained a strong liquidity position with $13.7 million of cash on hand and $379.0 million outstanding on its $1.0 billion unsecured revolving credit facility, with no scheduled debt maturities until August 2026.
Quarterly earnings call transcripts for EPR PROPERTIES.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more