Equity Profile

EPR

EPR Properties

Real EstateOther Specialized REITs$4.4B

Jul29Wed

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

EPR Properties (EPR) is a real estate investment trust (REIT) that focuses on properties in the entertainment, recreation, and education sectors. With a market cap of $4 billion, the company plays a vital role in providing specialized real estate solutions, particularly in areas that cater to consumer experiences and leisure activities.

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing its expenses relative to its income.

N/A

Revenue Growth

Revenue growth is crucial as it reflects the company's ability to attract tenants and generate income from its properties.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

EPR Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+3.92%

Avg Stock Reaction

-0.03%

Last Quarter Recap

In Q1-2026, EPR Properties reported an EPS of $1.26, surpassing estimates by 4.3%. The stock reacted positively, gaining 0.61% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, expectations for EPR Properties are mixed as there are no analyst estimates available. Investors will be keen to see if the company can maintain its earnings momentum.

Bull Case

If EPR can continue to beat EPS estimates, it may signal strong operational efficiency and demand for its properties, potentially leading to a positive stock reaction.

Bear Case

Conversely, if the company fails to meet expectations or shows signs of declining revenue, it could raise concerns about its future growth prospects, negatively impacting the stock.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

Given the company's history of beating EPS estimates, the market will closely watch this figure to gauge ongoing profitability.

How is revenue growth trending in the current market environment?

Understanding revenue trends will be crucial for assessing the company's ability to attract and retain tenants in a competitive landscape.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate EPR's ability to leverage its unique property portfolio to drive revenue growth, especially in the entertainment sector.

Supporting Evidence

EPR has consistently beaten EPS estimates in the past, indicating strong management performance.

The options market is pricing a larger move than historical averages, suggesting that traders expect significant news.

Insider selling could indicate a lack of confidence in future performance, which the market may not be fully pricing in.

Key Risk

If the EPS comes in below $1.20, it could undermine the current bullish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on how well EPR can manage its expenses and maintain revenue growth in a challenging market.

Bull Confirmed If

An EPS of $1.30 or higher would confirm the bull case and indicate strong operational performance.

Bear Confirmed If

An EPS below $1.20 would support the bear case, raising concerns about future growth.

Pre-Earnings Positioning

Options Market

Implied Move

±6.79%

Historical Avg

±0.9%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±11.0% while EPR has averaged ±0.9% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.2%

30d HV

18.1%

Calls (9K)P/C Ratio: 0.76Puts (2K)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$758,905.00

13,691 sh

2 insiders

Net

$758,905.00

Net selling

Most Active Insiders· 3 open-market trades

SVP & Chief Accounting OfficerMater Tonya L.
$258,900.00

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If EPR beats expectations, history suggests a potential stock increase of around 0.07% on the next trading day, confirming positive operational momentum.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty in future growth prospects.

Miss

A miss could lead to a decline of about 0.78%, as seen in past quarters, indicating market disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on tenant demand in the entertainment and education sectors.
2Management's outlook on revenue growth for the upcoming quarters.
3Details on any new property acquisitions or developments.
4Insights into operational efficiencies and cost management strategies.
5Responses to market conditions affecting the REIT sector.

See the full picture

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Company Snapshot

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing its expenses relative to its income.

N/A

Revenue Growth

Revenue growth is crucial as it reflects the company's ability to attract tenants and generate income from its properties.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

EPR Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+3.92%

Avg Stock Reaction

-0.03%

Last Quarter Recap

In Q1-2026, EPR Properties reported an EPS of $1.26, surpassing estimates by 4.3%. The stock reacted positively, gaining 0.61% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, expectations for EPR Properties are mixed as there are no analyst estimates available. Investors will be keen to see if the company can maintain its earnings momentum.

Bull Case

If EPR can continue to beat EPS estimates, it may signal strong operational efficiency and demand for its properties, potentially leading to a positive stock reaction.

Bear Case

Conversely, if the company fails to meet expectations or shows signs of declining revenue, it could raise concerns about its future growth prospects, negatively impacting the stock.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

Given the company's history of beating EPS estimates, the market will closely watch this figure to gauge ongoing profitability.

How is revenue growth trending in the current market environment?

Understanding revenue trends will be crucial for assessing the company's ability to attract and retain tenants in a competitive landscape.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate EPR's ability to leverage its unique property portfolio to drive revenue growth, especially in the entertainment sector.

Supporting Evidence

EPR has consistently beaten EPS estimates in the past, indicating strong management performance.

The options market is pricing a larger move than historical averages, suggesting that traders expect significant news.

Insider selling could indicate a lack of confidence in future performance, which the market may not be fully pricing in.

Key Risk

If the EPS comes in below $1.20, it could undermine the current bullish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on how well EPR can manage its expenses and maintain revenue growth in a challenging market.

Bull Confirmed If

An EPS of $1.30 or higher would confirm the bull case and indicate strong operational performance.

Bear Confirmed If

An EPS below $1.20 would support the bear case, raising concerns about future growth.

Pre-Earnings Positioning

Options Market

Implied Move

±6.79%

Historical Avg

±0.9%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±11.0% while EPR has averaged ±0.9% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.2%

30d HV

18.1%

Calls (9K)P/C Ratio: 0.76Puts (2K)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$758,905.00

13,691 sh

2 insiders

Net

$758,905.00

Net selling

Most Active Insiders· 3 open-market trades

SVP & Chief Accounting OfficerMater Tonya L.
$258,900.00

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If EPR beats expectations, history suggests a potential stock increase of around 0.07% on the next trading day, confirming positive operational momentum.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty in future growth prospects.

Miss

A miss could lead to a decline of about 0.78%, as seen in past quarters, indicating market disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on tenant demand in the entertainment and education sectors.
2Management's outlook on revenue growth for the upcoming quarters.
3Details on any new property acquisitions or developments.
4Insights into operational efficiencies and cost management strategies.
5Responses to market conditions affecting the REIT sector.