Jun 2026 (Q2 FY26) — Jul 30, 2026
EPR Properties Q2 FY26 — Strong Investment Activity and Increased Guidance
Read the full callEPR Properties earnings: last reported Thu, 30 Jul 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 196 | +10.1% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 54.6 | −7.9 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 67.2 | −11.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $54.47 on 17 Oct 2025 → $54.28. High $64.32 (28 Jul 2026), low $48.71 (27 Mar 2026).
Overview
Call summaries
EPR Properties Q2 FY26 — Strong Investment Activity and Increased Guidance
Read the full callEPR Properties Q1 FY26 — Strong Investment Momentum and Raised Guidance
Read the full callEPR Properties Q4 FY25 — Strong Earnings Growth and Expanded Investment Pipeline
Read the full callEvery analysed call
Financials
Net profit, year on year: −11% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 181 | 177 | 175 | 178 | 182 | 183 | 181 | 196 |
| Expenses | 84 | 132 | 83 | 84 | 93 | 84 | 82 | 89 |
| Operating profit | 93 | 45 | 102 | 111 | 98 | 104 | 101 | 107 |
| Operating margin | 51.4% | 25.5% | 58.0% | 62.5% | 53.5% | 56.8% | 55.5% | 54.6% |
| Interest | 33 | 33 | 33 | 33 | 33 | 34 | 35 | 38 |
| Profit before tax | 47 | -8 | 66 | 76 | 67 | 68 | 63 | 68 |
| Tax rate | −0.3% | −8.4% | 0.2% | 0.9% | 1.1% | 1.4% | 1.0% | 0.9% |
| Net profit | 47 | -8 | 66 | 76 | 67 | 67 | 63 | 67 |
| EPS ($ per share) | 0.54 | — | 0.79 | 0.91 | 0.80 | — | 0.74 | 0.80 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Total liabilities | 3,266 | 3,572 | 4,074 | 3,183 | 3,223 | 3,247 | 3,293 | 3,371 |
| Total assets | 6,131 | 6,578 | 6,704 | 5,801 | 5,759 | 5,701 | 5,617 | 5,700 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 484 | 440 | 65 | 307 | 442 | 447 | 393 | 421 |
| Cash from investing | -97 | 97 | 134 | 2 | -352 | -201 | -176 | -122 |
| Cash from financing | -428 | -23 | 297 | -1,047 | -269 | -276 | -262 | -237 |
| Net cash flow | -40 | 513 | 497 | -738 | -179 | -30 | -45 | 63 |
| Capital expenditure | -187 | -501 | -39 | -57 | -403 | -269 | -264 | -152 |
| Free cash flow | 297 | -61 | 27 | 250 | 39 | 178 | 129 | 269 |
| KPI | Dec 2025 Q4 FY25 | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Properties | 333At the end of the quarter, our total investments were approximately $7 billion with 333 properties that are 99% leased or operated.Source: earnings call transcript | 335At the end of the quarter, our portfolio represented $7.1 billion of gross investment value, consisting of 335 properties, which were 99% leased or operated.Source: earnings call transcript | 346At the end of the second quarter, our portfolio represented $7.5 billion of gross investment value, consisting of 346 properties, which were 99% leased or operated.Source: earnings call transcript | +3.3% |
| Properties Experiential portfolio | 278Our experiential portfolio comprises 278 properties with 54 operators and accounts for 94% of our total investments or approximately $6.6 billion.Source: earnings call transcript | 280These 280 properties are operated by 54 clients and continue to be 99% leased or operated.Source: earnings call transcript | 291These 291 properties are operated by 57 clients and continue to be 99% leased or operated.Source: earnings call transcript | +3.9% |
| Properties Education portfolio | 55Our education portfolio comprises 55 properties with 5 operators, and at the end of the quarter, was 100% leased.Source: earnings call transcript | 55The remaining 6% of the portfolio represents our Education segment comprised of 55 properties leased by 5 operators.Source: earnings call transcript | 55The remaining 5% of the portfolio represents our Education segment comprised of 55 properties leased by 5 operators.Source: earnings call transcript | 0% |
| Leased rate Education portfolio | 100%Our education portfolio comprises 55 properties with 5 operators, and at the end of the quarter, was 100% leased.Source: earnings call transcript | 100%At the end of the quarter, these properties were 100% leased.Source: earnings call transcript | 100%At the end of the quarter, these properties were 100% leased.Source: earnings call transcript | 0 pt |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
84 filings between Nov 3, 2025 and Aug 19, 2026.
Purchases
None
No insider bought shares.
Sales
$5.63M
20 sales by 9 insiders
80% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 23 gifts.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Zimmerman Gregory E | — | $1.54M | Feb 2, 2026 |
| Peterson Mark Alan | — | $1.50M | Jun 10, 2026 |
| Mater Tonya L. | — | $672.4K | Aug 3, 2026 |
| Trimberger Lisa G | — | $555.7K | Mar 10, 2026 |
| Turvey Paul Robert | — | $372.5K | Jun 23, 2026 |
| Moriarty Brian Andrew | — | $282.2K | Mar 16, 2026 |
| Grace Elizabeth | — | $254.4K | Aug 19, 2026 |
| Johnson Gwendolyn Mary | — | $238.7K | Jul 17, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 19, 2026 | Grace Elizabeth SVP - Human Resources & Admin | Sale 10b5-1 plan | 4,200 | $254.4K |
| Aug 6, 2026 | Sterneck Robin Peppe Director | Sale | 3,403 | $209.4K |
| Aug 3, 2026 | Mater Tonya L. SVP & Chief Accounting Officer | Sale 10b5-1 plan | 3,092 | $191.0K |
| Aug 3, 2026 | Mater Tonya L. SVP & Chief Accounting Officer | Sale 10b5-1 plan | 3,600 | $222.5K |
| Jul 17, 2026 | Johnson Gwendolyn Mary SVP - Asset Management | Sale 10b5-1 plan | 1,000 | $62.5K |
| Jul 7, 2026 | Johnson Gwendolyn Mary SVP - Asset Management | Sale 10b5-1 plan | 1,000 | $60.0K |
| Jun 23, 2026 | Johnson Gwendolyn Mary SVP - Asset Management | Sale 10b5-1 plan | 2,000 | $116.2K |
| Jun 23, 2026 | Turvey Paul Robert SVP, General Counsel | Sale 10b5-1 plan | 6,400 | $372.5K |
| Jun 15, 2026 | Sterneck Robin Peppe Director | Gift | 3,403 | $0 |
| Jun 15, 2026 | Sterneck Robin Peppe Director | Gift | 3,403 | $0 |
| Jun 10, 2026 | Peterson Mark Alan EVP & Chief Financial Officer | Sale 10b5-1 plan | 8,334 | $500.0K |
| Jun 1, 2026 | Trimberger Lisa G Director | Option exercise | 5,253 | — |
| Jun 1, 2026 | SHANKS VIRGINIA E Director | Option exercise | 6,326 | — |
| Jun 1, 2026 | Sterneck Robin Peppe Director | Option exercise | 3,403 | — |
| Jun 1, 2026 | Suarez John Peter Director | Option exercise | 1,510 | — |
| Jun 1, 2026 | BROWN PETER C Director | Option exercise | 3,518 | — |
| Jun 1, 2026 | Ziegler Caixia Director | Option exercise | 1,510 | — |
| Jun 1, 2026 | Brown William P Director | Option exercise | 2,729 | — |
| May 7, 2026 | Peterson Mark Alan EVP & Chief Financial Officer | Sale 10b5-1 plan | 8,696 | $500.0K |
| Apr 15, 2026 | Mater Tonya L. SVP & Chief Accounting Officer | Sale 10b5-1 plan | 2,600 | $146.9K |
| Apr 14, 2026 | Peterson Mark Alan EVP & Chief Financial Officer | Sale 10b5-1 plan | 9,091 | $500.0K |
| Apr 14, 2026 | Mater Tonya L. SVP & Chief Accounting Officer | Sale 10b5-1 plan | 2,000 | $112.0K |
| Mar 16, 2026 | Moriarty Brian Andrew SVP - Corporate Communications | Sale | 5,000 | $282.2K |
| Mar 10, 2026 | Trimberger Lisa G Director | Sale | 3,000 | $172.2K |
| Mar 10, 2026 | Trimberger Lisa G Director | Sale | 6,633 | $383.6K |
| Mar 2, 2026 | Zimmerman Gregory E EVP & Chief Investment Officer | Tax withheld 10b5-1 plan | 16,451 | $977.4K |
| Mar 2, 2026 | Zimmerman Gregory E EVP & Chief Investment Officer | Gift 10b5-1 plan | 20,066 | $0 |
| Mar 2, 2026 | Zimmerman Gregory E EVP & Chief Investment Officer | Gift 10b5-1 plan | 20,066 | $0 |
| Feb 23, 2026 | Silvers Gregory K President & CEO | Award | 133,107 | $0 |
| Feb 23, 2026 | Silvers Gregory K President & CEO | Award | 75,975 | $0 |
| Feb 23, 2026 | Fox Benjamin N EVP | Award | 28,489 | $0 |
| Feb 23, 2026 | Turvey Paul Robert SVP & Assoc. General Counsel | Award | 14,222 | $0 |
| Feb 23, 2026 | Peterson Mark Alan EVP & Chief Financial Officer | Award | 30,393 | $0 |
| Feb 23, 2026 | Zimmerman Gregory E EVP & Chief Investment Officer | Tax withheld | 18,452 | $0 |
| Feb 23, 2026 | Zimmerman Gregory E EVP & Chief Investment Officer | Award | 40,960 | $0 |
| Feb 23, 2026 | Silvers Gregory K President & CEO | Tax withheld | 60,364 | $0 |
| Feb 23, 2026 | Mater Tonya L. SVP & Chief Accounting Officer | Tax withheld | 4,488 | $0 |
| Feb 23, 2026 | Mater Tonya L. SVP & Chief Accounting Officer | Award | 9,896 | $0 |
| Feb 23, 2026 | Mater Tonya L. SVP & Chief Accounting Officer | Award | 10,359 | $0 |
| Feb 23, 2026 | Peterson Mark Alan EVP & Chief Financial Officer | Gift | 25,096 | $0 |
| Feb 23, 2026 | Peterson Mark Alan EVP & Chief Financial Officer | Gift | 25,096 | $0 |
| Feb 23, 2026 | Zimmerman Gregory E EVP & Chief Investment Officer | Gift | 22,508 | $0 |
| Feb 23, 2026 | Peterson Mark Alan EVP & Chief Financial Officer | Tax withheld | 20,826 | $0 |
| Feb 23, 2026 | Peterson Mark Alan EVP & Chief Financial Officer | Award | 45,922 | $0 |
| Feb 23, 2026 | Zimmerman Gregory E EVP & Chief Investment Officer | Gift | 22,508 | $0 |
| Feb 2, 2026 | Zimmerman Gregory E EVP & Chief Investment Officer | Sale 10b5-1 plan | 7,500 | $404.2K |
| Jan 26, 2026 | Suarez John Peter Director | Gift | 1,564 | $0 |
| Jan 26, 2026 | Suarez John Peter Director | Gift | 1,564 | $0 |
| Jan 26, 2026 | Suarez John Peter Director | Option exercise | 1,564 | — |
| Jan 2, 2026 | Johnson Gwendolyn Mary SVP - Asset Management | Gift | 7,997 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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