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Dec 31, 2025
EPR Q4 2025 Earnings Report
EPR Properties reported fourth quarter 2025 results with strong earnings growth and introduced 2026 guidance.
Key Takeaways
EPR Properties delivered a strong Q4 2025, with total revenue increasing 3.2% and a significant recovery in net income compared to the prior year. The company successfully executed $147.7 million in investment spending during the quarter, primarily in experiential assets like golf courses and attraction properties, while maintaining a robust liquidity position with over $1 billion in available capacity.
Total revenue for Q4 2025 grew to $182.95 million, a 3.2% increase year-over-year.
FFOAA per diluted share rose to $1.30, up 5.7% from $1.23 in the prior year's fourth quarter.
The company announced a 5.1% increase in its monthly common share dividend to $0.31 per share.
Investment spending for the quarter reached $147.7 million, focusing on experiential acquisitions in Virginia and Texas.
Revenue by Segment
Forward Guidance
EPR Properties introduced 2026 guidance reflecting continued growth in FFOAA and significant investment activity.
Positive Outlook
- FFOAA per diluted share expected to be between $5.28 and $5.48.
- Planned investment spending of $400.0 million to $500.0 million.
- Monthly common share dividend increased by 5.1%.
- Strong pipeline of potential new experiential investments.
- No scheduled debt maturities until August 2026.
Challenges Ahead
- Disposition proceeds expected to be lower than 2025 levels ($25M-$75M vs $168M).
- Anticipated retirement and severance expenses impacting FFO.
- Potential for credit losses remains a factor in guidance adjustments.
- Dependence on consumer discretionary spending for experiential assets.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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