EPR Properties Reports Strong Q2 2026 Results, Raises Full-Year Guidance
EPR sits 33% above its 52-week low of $48.105.
Summary
EPR Properties reported Q2 2026 FFOAA of $1.42 per share, beating expectations, and raised its full-year guidance. Investment spending hit a post-COVID high of $440.8 million, and a new $1.6 billion credit agreement enhances liquidity.
Key Events · Earnings and Guidance · EPR
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Q2 FFOAA and AFFO Beat
FFOAA per diluted share rose 12.7% to $1.42; AFFO per diluted share rose 15.3% to $1.43, both exceeding prior-year levels.
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Full-Year Guidance Raised
2026 FFOAA per share guidance increased to $5.41-$5.57 (midpoint +7.2% YoY); investment spending guidance raised to $600M-$700M.
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Record Investment Spending
Q2 investment spending totaled $440.8M, including the $304.4M Six Flags portfolio acquisition and $114.3M in additional attraction and fitness properties.
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ATM Forward Sales Agreements
Entered into forward sales agreements for $23.4M in initial gross proceeds at $59.70/share; total unsettled forward sales of $69.5M (1.19M shares).
Analysis · EPR · Real Estate & Construction
EPR Properties delivered a strong second quarter, with FFOAA per share up 12.7% and AFFO per share up 15.3% year-over-year, driven by a 10.1% revenue increase and a record $440.8 million in investment spending. The company raised its full-year 2026 FFOAA guidance and investment spending outlook, signaling confidence in its experiential portfolio growth. The balance sheet was further strengthened by a new $1.6 billion credit agreement that extends maturities and adds a $600 million delayed draw term loan. The stock is trading near its 52-week high, reflecting market optimism, and these results reinforce the positive momentum.
How filings like this one have moved
In the 30 days to Oct 3, 2026, 36.5% of the 1051 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.60%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, EPR was trading at $63.92 on NYSE in the Real Estate & Construction sector, with a market capitalization of approximately $4.9B. The 52-week trading range was $48.11 to $64.97. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.