EPR Properties (EPR) Q3 2025 Earnings Call Transcript
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 30 2025
0mins
Should l Buy EPR?
Source: SeekingAlpha
FFO as adjusted per share $1.37 in Q3 2025, a 5.4% increase from $1.30 in Q3 2024. The increase was driven by investment spending, rent bumps, and higher percentage rents.
AFFO per share $1.39 in Q3 2025, a 7.8% increase from $1.29 in Q3 2024. The increase was attributed to similar factors as FFO, including investment spending and rent adjustments.
Total revenue $182.3 million in Q3 2025, up from $180.5 million in Q3 2024. The increase was primarily due to higher rental revenue from investment spending and rent bumps.
Percentage rents $7 million in Q3 2025, up from $5.9 million in Q3 2024. The increase was mainly due to higher percentage rent recognized from one theater tenant.
Box Office revenue $2.4 billion in Q3 2025, down from $2.7 billion in Q3 2024. The decline was due to a weaker movie slate in Q3 2025 compared to Q3 2024.
Box Office revenue (first 3 quarters) $6.5 billion in 2025, a 4% increase over the first 3 quarters of 2024. The increase was attributed to a recovering Box Office post-COVID.
Investment spending $54.5 million in Q3 2025, entirely in experiential assets. Year-to-date investment spending was $140.8 million.
Disposition proceeds $19.3 million in Q3 2025, with a combined gain of $4.6 million. This included the sale of a vacant AMC theater and a vacant parcel.
EBITDARM and revenue (Hot Springs portfolio) Increased year-over-year, driven by attendance growth and a $90 million expansion at the Springs Resort in Pagosa Springs.
Net debt to annualized adjusted EBITDAre 4.9x at the end of Q3 2025, below the low end of the targeted range, indicating strong financial health.
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Analyst Views on EPR
Wall Street analysts forecast EPR stock price to fall
6 Analyst Rating
2 Buy
4 Hold
0 Sell
Moderate Buy
Current: 57.330
Low
54.00
Averages
57.29
High
62.75
Current: 57.330
Low
54.00
Averages
57.29
High
62.75
About EPR
EPR Properties is a diversified experiential net lease real estate investment trust (REIT), specializing in select enduring experiential properties in the real estate industry. The Company operates through two segments: Experiential and Education. The Experiential segment consists of approximately 150 theatre properties, 64 eat and play properties, 26 attraction properties, 11 ski properties, four experiential lodging properties, 24 fitness and wellness properties, one cultural property, and one gaming property. The Company’s Education segment consists of property types, which include approximately 46 early childhood education center properties and nine private school properties. The Company's investment portfolio includes ownership of and long-term mortgages on Experiential and Education properties. All the Company's owned single-tenant properties are leased under long-term, triple-net leases. Its properties are located in over 43 states and Canada.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Stable Dividend Returns: MPLX's attractive dividend yield is expected to provide investors with continuous cash flow, enhancing the stability of their investment portfolios.
- Market Performance Analysis: As of February 11, 2026, MPLX's stock price rose by 3.05%, while Realty Income and EPR Properties increased by 1.36% and 2.06%, respectively, indicating strong performance in the market.
- Long-Term Investment Strategy: The video emphasizes that selecting these companies for long-term investment not only offers stable dividends but also provides a safety margin amid future market volatility, making them suitable for risk-averse investors.
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- High-Yield Stock Recommendations: Motley Fool contributors suggest that investors seeking high yields should consider MPLX, Realty Income, and EPR Properties for stable long-term dividends, indicating these companies' potential in the high-yield investment space.
- Market Performance Comparison: Although MPLX is mentioned, the Motley Fool Stock Advisor team does not include it in their current top 10 stocks, reflecting a cautious outlook on its future performance in the market.
- Historical Return Analysis: The average return of Stock Advisor stands at 886%, significantly outperforming the S&P 500's 193%, showcasing the strong performance of their recommended stocks, which investors should consider as guidance for future investments.
- Value of Investor Community: The Motley Fool's investment community provides a platform for individual investors to share insights, emphasizing the importance of collective wisdom in selecting high-yield stocks and encouraging participation for the latest investment advice.
See More
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- EPR Properties Potential: EPR Properties boasts a 6.4% dividend yield and is positioned to benefit from a $100 billion market opportunity over the next decade, with a potential recovery in the cinema industry likely to enhance investor returns significantly.
- Prologis Market Leadership: As the largest industrial REIT globally, Prologis owns 1.3 billion square feet of rentable space across 20 countries, handling $3.2 trillion in goods annually, with substantial growth potential as e-commerce continues to expand.
- Data Center Investment: Prologis is actively entering the data center sector, leveraging its expertise in industrial properties and strong financial flexibility, having invested billions, which is expected to further enhance its competitive position in the market.
- Impact of Falling Rates: With interest rates trending lower, the management teams of EPR and Prologis are executing growth strategies that could yield market-beating total returns for investors, particularly against the backdrop of challenging conditions for REITs.
See More
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- Massive Market Opportunity: EPR Properties estimates a $100 billion addressable market opportunity, and with management ready to accelerate growth, it could become one of the best REIT investments over the next decade.
- Stable Dividend Yield: EPR currently offers a 6.4% dividend yield paid monthly, and the combination of dividends with potential upside from its investment strategy could lead to market-beating total returns.
- Prologis Growth Potential: As the largest industrial REIT globally, Prologis owns 1.3 billion square feet of rentable space across 20 countries, with $3.2 trillion in goods flowing through its distribution centers annually, indicating strong core business growth potential.
- Data Center Investment: Prologis is quietly expanding into the data center sector, leveraging its expertise in industrial properties with billions invested, positioning itself to gain competitive advantages through scale and financial flexibility.
See More
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- Short-Term Volatility Uncertainty: While short-term stock movements cannot be accurately predicted, the current market dynamics and interest rate expectations provide a foundation for investor analysis and decision-making, highlighting the market's complexity.
- Video Content Overview: The video, published on January 10, 2026, discusses three stocks that may perform well in the future, using morning prices from January 9, 2026, as a reference to help investors seize market opportunities.
See More
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- Historical Return Comparison: For instance, early investments in Netflix and Nvidia yielded returns of $474,847 and $1,146,655 respectively, highlighting the immense potential of timely stock selections and underscoring the importance of choosing the right stocks.
- Investor Community: Joining the Stock Advisor investor community provides access to the latest investment recommendations and market analyses, assisting individual investors in achieving superior returns in a competitive market.
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