EDGAR Filing Documents for 0001728951-22-000044
This SEC filing details a Form 8-K current report for ESSENTIAL PROPERTIES REALTY TRUST, INC. (CIK: 0001728951) filed on April 5, 2022. The report includes Regulation FD Disclosure and Financial Statements and Exhibits, with numerous graphic files attached. It also provides the company's mailing and business addresses and key identification numbers.
Essential Properties Realty (EPRT) Receives a Buy from Barclays
Barclays has reiterated a Buy rating for Essential Properties Realty (EPRT) with a $40.00 price target, following a strong earnings report for the quarter ending March 31, where the company reported increased revenue and net profit. Despite negative corporate insider sentiment with increased selling activity, other analysts like Mizuho Securities also issued a Buy, while Scotiabank maintained a Hold.
Essential Properties Realty Trust, Inc. $EPRT Shares Sold by Thrivent Financial for Lutherans
Thrivent Financial for Lutherans reduced its stake in Essential Properties Realty Trust (EPRT) by 10% in the fourth quarter, selling 112,396 shares. Despite this, Wall Street analysts maintain a "Buy" consensus rating for EPRT with an average price target of $36.55. The REIT reported mixed quarterly results, including increased revenue but missed earnings estimates, and offers a quarterly dividend with a 4.1% yield.
Northwestern Mutual Wealth Management Co. Grows Stock Holdings in Essential Properties Realty Trust, Inc. $EPRT
Northwestern Mutual Wealth Management Co. significantly increased its stake in Essential Properties Realty Trust, Inc. (EPRT) by 1,930,360.7% in the fourth quarter, ending with 3.4% ownership valued at $199.8 million. Despite missing EPS estimates, EPRT's revenue grew by 22.8% year-over-year, and the company issued a $0.31 quarterly dividend, maintaining a "Buy" rating from analysts with an average price target of $36.55. Other institutional investors also adjusted their holdings, while some insiders sold shares.
UBS Group AG Sells 120,800 Shares of Essential Properties Realty Trust, Inc. $EPRT
UBS Group AG reduced its stake in Essential Properties Realty Trust (NYSE:EPRT) by 22.9% in the fourth quarter, selling 120,800 shares to hold 406,353 shares valued at $12.1 million. Despite this sale, analyst sentiment for EPRT remains largely positive, with a consensus "Buy" rating and an average target price of $36.55. The company reported quarterly EPS of $0.28, missing estimates, but revenue exceeded expectations at $158.8 million, showing a 22.8% year-over-year increase.
EPRT (NYSE: EPRT) director receives 3,837 OP/LTIP Units as equity award
Essential Properties Realty Trust (NYSE: EPRT) director Janaki Sivanesan was granted 3,837 OP/LTIP Units as an equity award. These units, awarded at $0.00 per unit, represent a contingent right to receive OP Units which can be redeemed for cash or exchanged for common stock. The vesting is contingent on continued board service and occurs on the earlier of the first anniversary of the grant date or the first annual stockholders' meeting after the grant.
Director Lawrence J. Minich of EPRT (NYSE: EPRT) receives 3,837 restricted stock units
EPRT Director Lawrence J. Minich was granted 3,837 restricted stock units, vesting on the earlier of one year from the grant date or the next annual stockholder meeting, conditioned on his continued board service. This grant, valued at $0.00 per share, increased his direct holdings to 31,643 shares of ESSENTIAL PROPERTIES REALTY TRUST common stock. This transaction was reported in a Form 4 filing, indicating a neutral impact and sentiment.
EPRT (EPRT) director receives 3,837 LTIP units tied to OP Units
ESSENTIAL PROPERTIES REALTY TRUST, INC. director Kristin L. Smallwood was granted 3,837 LTIP Units, which are contingent rights to receive OP Units exchangeable for common stock or cash. This is a routine, compensation-related equity grant aimed at aligning director incentives with shareholders. The units will vest on the earlier of the first anniversary of the grant date or the first annual shareholders’ meeting after the grant, provided Ms. Smallwood continues her board service.
Essential Properties (NYSE: EPRT) director granted OP and LTIP Units as equity retainer
Essential Properties Realty Trust (NYSE: EPRT) director Stephen D. Sautel received 2,938 OP Units and 3,837 LTIP Units as part of his equity retainer on May 13, 2026. These units are linked to the company's common stock and were granted as compensation for board service, with the LTIP Units being elected in lieu of cash retainer fees with a 5% premium. The transaction is considered routine compensation, aligning the director's interests with shareholders without being an open-market purchase or sale.
[Form 4] ESSENTIAL PROPERTIES REALTY TRUST, INC. Insider Trading Activity
ESSENTIAL PROPERTIES REALTY TRUST director Heather Leed Neary received an equity award of 3,837 restricted stock units, granted as Common Stock with no cash exercise price. Following this transaction, she directly holds 30,743 shares. These restricted stock units vest on the earlier of the first anniversary of the grant date or the first annual stockholder meeting, contingent upon her continued service on the board.
Cohen & Steers holds 29.7M EPRT shares, 14.16% stake (EPRT)
Cohen & Steers has reported a beneficial ownership of 29,717,787 shares in Essential Properties Realty Trust, Inc. (EPRT), which represents a 14.16% stake. This information was disclosed in a Schedule 13G/A SEC filing, indicating that Cohen & Steers holds sole voting power for 22,355,293 of these shares. The shares are held for the benefit of account holders across various Cohen & Steers entities.
Mizuho Has Lowered Expectations for Essential Properties Realty Trust (NYSE:EPRT) Stock Price
Mizuho has reduced its price target for Essential Properties Realty Trust (NYSE:EPRT) from $37 to $34, maintaining an "outperform" rating, while other analysts have varied views. The real estate investment trust recently missed Q1 earnings estimates but exceeded revenue forecasts. The stock's current average analyst rating is "Buy" with a consensus target price of $36.55.
Scotiabank Lowers Essential Properties Realty Trust (NYSE:EPRT) Price Target to $34.00
Scotiabank has lowered its price target for Essential Properties Realty Trust (NYSE:EPRT) to $34.00 from $35.00, maintaining a "sector perform" rating. Despite the lowered target, which suggests an 8.8% upside, overall analyst sentiment remains largely positive with an average "Buy" rating. Essential Properties Realty Trust recently reported Q1 earnings of $0.28 per share, missing estimates, though revenue of $158.8 million exceeded expectations and grew 22.8% year-over-year.
EPRT Maintained by Scotiabank -- Price Target Lowered to $34.00
Scotiabank has maintained its 'Sector Perform' rating for Essential Properties Realty Trust Inc (EPRT) but lowered the price target to $34.00 from $35.00, suggesting a cautious near-term outlook. Despite this, GuruFocus assesses EPRT as undervalued by 7.4% with a GF Value of $33.76, and gives it a strong GF Score of 89/100, indicating good long-term potential. However, insider selling activity totaling $0.8 million in the last three months warrants attention from potential investors.
Essential Properties Realty Trust shareholders approve all proposals at annual meeting
Essential Properties Realty Trust (NYSE:EPRT) shareholders approved all proposals at the company's 2026 Annual Meeting. This included the election of eight director nominees, advisory approval of executive compensation, and ratification of Grant Thornton LLP as the independent accounting firm. The company, a REIT valued at $6.78 billion, has raised its dividend for eight consecutive years and boasts a 3.96% dividend yield.
Understanding the Setup: (EPRT) and Scalable Risk
This article by Stock Traders Daily provides an analysis of Essential Properties Realty Trust Inc. (NASDAQ: EPRT), highlighting a neutral near-term sentiment with potential for mid-term weakness. It identifies specific trading strategies, including long, breakout, and short positions, based on AI-generated signals and multi-timeframe analysis. The report also emphasizes risk management through defined entry, target, and stop-loss levels.
[8-K] ESSENTIAL PROPERTIES REALTY TRUST, INC. Reports Material Event
Essential Properties Realty Trust, Inc. (EPRT) filed an 8-K report detailing the results of its 2026 Annual Meeting of Stockholders held on May 11, 2026. Stockholders voted on the election of eight director nominees, the advisory approval of executive compensation and its frequency, and the ratification of Grant Thornton LLP as the independent registered public accounting firm, with all proposals passing. The filing provides detailed voting results for each item.
Essential Properties Realty Trust shareholders approve all proposals at annual meeting
Essential Properties Realty Trust (NYSE:EPRT) shareholders approved all proposals at the company's 2026 Annual Meeting, including the election of eight directors and executive compensation. The company, valued at $6.78 billion, has raised its dividend for eight consecutive years and boasts a 3.96% yield. This news follows a recent report of mixed Q1 2026 financial results, with EPS missing estimates but revenue surpassing expectations, leading Cantor Fitzgerald to reiterate an Overweight rating.
TradingKey
The article provides a brief overview of Essential Properties Realty Trust Inc (EPRT) stock performance, showing its closing price, after-hours trading, market capitalization, and P/E ratio. It also lists various navigation options available on the TradingKey platform, including markets, news, analysis, and tools, and includes a section for user comments. The content concludes with disclaimers regarding data sources, risk warnings about investment products, and copyright information.
Essential Properties appoints Robert W Salisbury as new CFO
Essential Properties Realty Trust has announced the appointment of Robert W. Salisbury as its new Chief Financial Officer. Salisbury will succeed Jonathan M. Pong, who is moving to another executive role within the company. This leadership change is effective immediately.
Essential Properties stock down despite beat-and-raise Q1 as 2026 AFFO guidance comes below consensus
Essential Properties Realty Trust (EPRT) reported a beat-and-raise first quarter, with AFFO per share exceeding expectations and full-year guidance increased. Despite this, the stock declined due to the company's initial 2026 AFFO guidance falling below consensus estimates. The company anticipates dispositions to fund acquisitions and maintain balance sheet flexibility as it continues its growth strategy.
Essential Properties Realty Trust, Inc. 8-K/A Filing: Executive Employment Agreement Details and Company Information
Essential Properties Realty Trust, Inc. (EPRT) announced the official appointment of Robert W. Salisbury as Executive Vice President, Chief Financial Officer, and Secretary, effective January 1, 2026. This appointment was confirmed in an amended Form 8-K/A filing on May 8, 2026, which included details of his employment agreement. The agreement outlines Salisbury's duties, compensation, indemnification, strict confidentiality, non-competition, and non-solicitation clauses, and defines terms for termination.
[8-K/A] ESSENTIAL PROPERTIES REALTY TRUST, INC. Amends Material Event Report
Essential Properties Realty Trust, Inc. (EPRT) has filed an amended 8-K report to detail the employment agreement for its Executive Vice President and Chief Financial Officer, Robert W. Salisbury. The agreement outlines his salary, bonus eligibility, and severance terms. This amendment provides additional information to a previously filed 8-K regarding his appointment.
Essential Properties Realty Trust, Inc. (NYSE:EPRT) Given Average Recommendation of "Buy" by Analysts
Essential Properties Realty Trust, Inc. (NYSE:EPRT) has received an average "Buy" recommendation from eleven ratings firms, with a consensus twelve-month price target of $36.95. Despite Q1 EPS missing targets, revenue increased by 22.8%, and the company announced FY 2026 guidance. Recent insider stock sales occurred in March, while institutional investors hold a significant portion of the shares.
Cohen & Steers-affiliates hold 33.9M shares in Essential Properties Realty Trust (EPRT)
Cohen & Steers affiliates have reported a beneficial ownership of 33,912,926 shares in Essential Properties Realty Trust (EPRT), which represents 15.68% of the outstanding common stock. This disclosure is made through an amended Schedule 13G/A filing, indicating that these shares are held by affiliated advisory entities for the benefit of their account holders. The filing details show varying levels of sole voting and dispositive power among the different Cohen & Steers entities involved.
EDGAR Filing Documents for 0001728951-26-000028
This SEC EDGAR filing details an 8-K current report for ESSENTIAL PROPERTIES REALTY TRUST, INC. (CIK: 0001728951), filed on April 22, 2026. The report includes information on results of operations and financial condition, Regulation FD Disclosure, and various financial statements and exhibits for the period ending April 22, 2026.
BMO Capital Maintains Essential Properties Realty Trust Inc(EPRT.US) With Buy Rating, Raises Target Price to $38
BMO Capital has reiterated its Buy rating for Essential Properties Realty Trust Inc (EPRT.US), increasing the price target to $38. This adjustment reflects the firm's continued confidence in the company's performance and future prospects. Investors and market observers may view this analyst affirmation as a positive indicator for EPRT.US.
Essential Properties Announces Fourth Quarter 2025 Results
Essential Properties Realty Trust Inc. (EPRT) announced its fourth-quarter 2025 results. The article also provides recent analyst ratings for EPRT, with targets ranging from $33.50 to $37.00. Additionally, it lists recent SEC filings and insider transactions related to the company, including a significant share gift by President and CEO Peter M. Mavoides.
Truist Securities Adjusts Price Target on Essential Properties Realty Trust to $35 From $37, Maintains Buy Rating
Truist Securities has revised its price target for Essential Properties Realty Trust (EPRT) to $35 from $37, while reiterating a "Buy" rating on the stock. This adjustment comes despite recent positive news from the company, including its Q1 2026 earnings call and an increase in its 2026 AFFO guidance. The article also lists other recent analyst actions and company news for Essential Properties Realty Trust.
Did Mixed EPS, Higher Profit and Low Leverage Just Shift Essential Properties Realty Trust's (EPRT) Investment Narrative?
Essential Properties Realty Trust (EPRT) reported mixed Q1 2026 results with higher revenue and net income but slightly lower EPS. Despite this, the company maintains its reputation for resilient cash flows due to high occupancy and low leverage, reinforcing its existing investment narrative centered on durable income and portfolio expansion through accretive deals. However, increasing competition and capital inflows into the net lease sector could pressure cap rates and investment yields.
Essential Properties Realty Trust, Inc. Income Statement – FWB:2OU
Essential Properties Realty Trust, Inc. (FWB:2OU) reported a total revenue of 138.96 M EUR for the last quarter, representing an 8.13% increase from the previous quarter. The company's net income for Q1 26 reached 51.75 M EUR. The article provides details on the company's income statement, including past quarterly and annual financial figures.
Essential Properties Realty Trust, Inc. Income Statement – MUN:2OU
This article provides the income statement for Essential Properties Realty Trust, Inc. (MUN:2OU). The total revenue for the last quarter was €138.96 million, an 8.13% increase from the previous quarter, with a net income of €51.75 million for Q1 26. The page includes various financial metrics and historical data, though specific figures for most line items are not displayed.
Strs Ohio Acquires 157,600 Shares of Essential Properties Realty Trust, Inc. $EPRT
Strs Ohio has increased its stake in Essential Properties Realty Trust, Inc. (NYSE:EPRT) by 28%, acquiring an additional 157,600 shares to now own a total of 719,600 shares valued at $21.34 million. Other large institutional investors have also significantly boosted their positions, contributing to institutional ownership of 96.98%. Despite the company missing quarterly EPS estimates, analysts maintain a "Buy" rating with a consensus target price of $36.95, while insiders have been reducing their holdings.
Vanguard Group Inc. Decreases Position in Essential Properties Realty Trust, Inc. $EPRT
Vanguard Group Inc. slightly reduced its stake in Essential Properties Realty Trust (NYSE:EPRT) by 0.2% in the fourth quarter, though it still holds a significant 14.93% of the company. Despite insider selling by the CFO and a VP in March, institutional investors collectively own nearly 97% of the stock. Essential Properties Realty Trust reported mixed quarterly results, missing EPS estimates but exceeding revenue expectations, and analysts generally maintain a "Buy" rating with a consensus price target of $36.95.
Tangible book value per share of Essential Properties Realty Trust, Inc. – HAM:2OU
This article displays the tangible book value per share of Essential Properties Realty Trust, Inc. (HAM:2OU). It's a financial data point presented within the TradingView platform, noting that the market is closed with no trades. The content primarily serves as a data display with legal disclaimers and navigation to other TradingView features.
Working capital per share of Essential Properties Realty Trust, Inc. – HAM:2OU
This article focuses on the "Working capital per share" data for Essential Properties Realty Trust, Inc., traded on the Hamburg Stock Exchange under the ticker 2OU. It appears to be a financial data page from TradingView, displaying the value and change percentage for this specific metric over a period.
Is Essential Properties Realty Trust (EPRT) Still Attractive After Recent Share Price Gains?
Essential Properties Realty Trust (EPRT) is currently trading around US$31 per share. A Discounted Cash Flow (DCF) analysis suggests the stock is undervalued by 66.3%, implying an intrinsic value of $92.36 per share. Additionally, its P/E ratio of 26.36x is below Simply Wall St’s Fair Ratio of 34.57x, further indicating an undervalued status despite recent share price gains.
Total equity of Essential Properties Realty Trust, Inc. – HAM:2OU
The article focuses on financial data for Essential Properties Realty Trust, Inc. (HAM:2OU) listed on the Hamburg Stock Exchange, particularly its total equity. It provides details on the company's financials and market data, noting that the market is currently closed with no trades.
Essential Properties Realty Trust, Inc. Trade Ideas — HAM:2OU
This article compiles several trade ideas and analyses for Essential Properties Realty Trust, Inc. (EPRT) on the Hamburg Stock Exchange (HAM:2OU). One analysis highlights a potential long continuation for EPRT based on a breakout above its 200-EMA and Ichimoku Cloud confirmation, driven by renewed interest in the REIT sector as rate-cut expectations stabilize. Another emphasizes EPRT's strategic acquisitions and strong financial performance, noting significant revenue and net income growth, and projecting a healthy AFFO per share for FY2024.
Essential Properties Realty Trust, Inc. Cash Flow – HAM:2OU
Essential Properties Realty Trust, Inc. (HAM:2OU) reported its financial performance, with Q1 2026 free cash flow at -182.80 million EUR and 2025 free cash flow at -614.80 million EUR. The company's operating cash flow for 2025 was 324.46 million EUR. The report details quarterly and annual cash flow from operating, investing, and financing activities.
Essential Properties Realty Trust, Inc. Revenue Breakdown – HAM:2OU
Essential Properties Realty Trust, Inc. (HAM:2OU) generated €449.15 million in revenue last year, primarily from its Rental segment. The company's revenue increased from €411.26 million the previous year, with the United States being the largest contributor to its revenue.
ETFs Investing in Essential Properties Realty Trust, Inc. Stocks
This article lists various Exchange Traded Funds (ETFs) that hold stocks of Essential Properties Realty Trust, Inc. (2OU). It provides a comprehensive table detailing each fund's market value, weight of the stock, issuer, management style, focus, expense ratio, assets under management (AUM), current price, performance change, relative volume, and NAV total return over three years. The information aims to help investors identify ETFs that offer exposure to Essential Properties Realty Trust, Inc. while diversifying their investment.
Vanguard (NYSE: EPRT) holds 11.07M shares, 5.27% stake
Vanguard Capital Management has disclosed a beneficial ownership of 11,071,993 shares (5.27%) in Essential Properties Realty Trust Inc (NYSE: EPRT) through a Schedule 13G SEC filing. This passive investment, typical for an asset manager, includes securities held for Vanguard funds and managed accounts, with differing sole voting and dispositive powers. The filing clarifies Vanguard's authority across its business units and confirms the reporting date of 03/31/2026, with the signature dated 04/29/2026.
[Form 4] ESSENTIAL PROPERTIES REALTY TRUST, INC. Insider Trading Activity
ESSENTIAL PROPERTIES REALTY TRUST, INC.'s President and CEO, Peter M. Mavoides, reported insider trading activity involving the gift of 531,836 common stock shares. These shares were transferred between various family trusts at $0.0000 per share, indicating estate and trust-related movements rather than open-market transactions. Following these transfers, Mavoides directly holds 339,451 shares, with additional indirect holdings through the trusts.
Vanguard Portfolio Management (NYSE: EPRT) discloses 9.48% ownership
Vanguard Portfolio Management has disclosed a 9.48% ownership stake in Essential Properties Realty Trust Inc (NYSE: EPRT), holding 19,916,245 shares as of March 31, 2026. This ownership was revealed through a Schedule 13G filing, indicating a passive investment. The filing was signed by Ashley Grim, Head of Global Fund Administration, on April 29, 2026, and specifies sole voting power for 76,413 shares and sole dispositive power for all beneficially owned shares.
Cantor Fitzgerald reiterates Overweight on Essential Properties stock By Investing.com
Cantor Fitzgerald has reiterated an Overweight rating and a $36.00 price target on Essential Properties Realty Trust (NYSE:EPRT) after the company reported its latest quarterly results. The real estate investment trust increased its annual adjusted funds from operations guidance and boosted its annual investment volume guidance, demonstrating consistent shareholder returns with 8 consecutive years of dividend raises. Despite recent mixed first-quarter results with an EPS miss but a revenue beat, InvestingPro analysis suggests the stock might be undervalued, offering potential upside to investors.
Essential Properties raises quarterly dividend by 1.7% to $0.30/share
Essential Properties Realty Trust (NYSE:EPRT) announced a 1.7% increase in its quarterly dividend, raising it to $0.30 per share. This new dividend will be paid on May 15 to shareholders of record as of April 30. The increase reflects the company's performance and commitment to returning value to shareholders.
Essential Properties raises quarterly dividend by 1.7% to $0.30/share
Essential Properties Realty Trust (EPRT) announced a 1.7% increase in its quarterly dividend, raising it to $0.30 per share. This dividend is payable on May 15, 2026, to shareholders of record as of May 8, 2026, and is equivalent to an annualized payout of $1.20 per share. The forward yield for EPRT stands at 4.70%.
FFO Growth At Essential Properties Realty Trust (EPRT) Tests Long Lease Stability Narrative
Essential Properties Realty Trust (EPRT) reported Q1 2026 results including $158.8 million in revenue and FFO of $114.6 million, demonstrating strong revenue and FFO growth but with a slight dip in basic EPS and net profit margin compared to the previous year. While the company's high margins and long-term leases generally support a stable income narrative, the moderating growth, slight margin decrease, and debt coverage concerns present a more nuanced financial picture. Investors are encouraged to review both the positive aspects like valuation relative to peers and analyst targets, and the warning signs such as debt coverage, for a comprehensive understanding.
FFO Growth At Essential Properties Realty Trust (EPRT) Tests Long Lease Stability Narrative
Essential Properties Realty Trust (EPRT) reported Q1 2026 revenues of US$158.8 million and FFO of US$114.6 million, showing growth in line with its long lease stability narrative, though basic EPS saw a slight dip. The company's margins remain high at 43.3%, and its valuation presents a mixed picture with a P/E below peers but above the global REITs average, and debt coverage flagged as an area for concern. While FFO and revenue growth support the long-lease model, the moderated EPS and balance sheet signals suggest a more nuanced view is needed regarding its overall financial strength.
