Latham Watkins Advises on Essential Properties Realty Trust Upsized Underwritten Public Offering
Latham & Watkins LLP represented the underwriters in an upsized public offering of 12,499,999 shares of common stock for Essential Properties Realty Trust, Inc. (NYSE: EPRT). The offering, which included the full exercise of the underwriters' option to purchase additional shares, closed on February 19, 2026, at US$32.20 per share. The firm provided advice on capital markets, derivatives, and tax matters.
Latham & Watkins Advises on Essential Properties Realty Trust’s Upsized Underwritten Public Offering
Latham & Watkins LLP represented the underwriters in an upsized underwritten public offering for Essential Properties Realty Trust, Inc. The offering involved 12,499,999 shares of common stock at US$32.20 per share, including the underwriters' full exercise of their option to purchase additional shares, all connected to forward sale agreements. The transaction closed on February 19, 2026, with legal advice provided on capital markets, derivatives, and tax matters.
Essential Properties Realty Trust launches public offering of common stock
Essential Properties Realty Trust has announced a public offering of common stock. This move is typically made to raise capital for various corporate purposes such as acquisitions, debt reduction, or general operational funding. Investors will be closely watching the pricing and impact on existing share value.
Essential Properties prices upsized public offering at $32.20 per share By Investing.com
Essential Properties Realty Trust (NYSE: EPRT) has priced an upsized public offering of 10.87 million shares of common stock at $32.20 per share. The offering is expected to close on February 19, 2026, and was increased from the previously announced 9.5 million shares. The company plans to use the net proceeds from these forward sale agreements for general corporate purposes, including potential future investments, contributing them to its operating partnership.
EPRT Expands Share Offering to 10.9 Million
Essential Properties Realty Trust (EPRT) has expanded its stock offering to 10.9 million shares, a strategic move to bolster its financial stability. The REIT, which focuses on single-tenant properties leased to middle-market companies, demonstrates strong operating margins and a healthy balance sheet, despite some indicators of potential financial stress. Analyst sentiment remains positive, with a favorable outlook for the company's future growth.
Essential Properties Realty Trust prices upsized stock offering
Essential Properties Realty Trust priced an upsized public offering of 10.5 million common shares at $24.75 per share, expecting gross proceeds of $259.9 million. The offering includes an option for underwriters to purchase an additional 1.575 million shares. The proceeds are intended to fund potential property acquisitions and for general corporate purposes.
Essential Properties Realty Trust, Inc. Announces Pricing of Upsized Public Offering of Common Stock
Essential Properties Realty Trust, Inc. announced the pricing of an upsized public offering of 10,869,565 shares of common stock at $32.20 per share, up from 9,500,000 shares previously. The offering, expected to close on February 19, 2026, involves forward sale agreements with several financial institutions, and the company intends to use the net proceeds for general corporate purposes, including future investments. The underwriters also have a 30-day option to purchase additional shares.
Essential Properties Realty Trust, Inc. Announces Pricing Of Upsized Public Offering Of Common Stock
Essential Properties Realty Trust, Inc. announced the pricing of an upsized public offering of its common stock. This brief release, syndicated via Reuters and Refinitiv, did not provide further details on the offering's terms or financial specifics.
Essential Properties plans sale of up to 10.9M shares over 24 months
Essential Properties Realty Trust (NYSE: EPRT) announced an underwritten public offering of 9.5 million shares of its common stock on a forward basis, with an option for underwriters to purchase an additional 1.425 million shares, totaling up to 10.925 million shares. The company expects to physically settle these forward sale agreements within approximately 24 months, using the net proceeds for general corporate purposes, including future investments, through its operating partnership. BofA Securities, Mizuho, Truist Securities, and Wells Fargo Securities are acting as joint book-running managers.
Essential Properties Realty Trust launches 9.5 million share offering
Essential Properties Realty Trust (NYSE:EPRT) has announced an underwritten public offering of 9.5 million shares of its common stock on a forward basis. The real estate investment trust (REIT) plans to use the net proceeds from the eventual settlement of these forward sale agreements for general corporate purposes and potential future investments. This news follows the company's strong fourth-quarter 2025 earnings, where it surpassed analyst expectations for both EPS and revenue.
Essential Properties (NYSE: EPRT) launches 9.5M-share forward equity raise
Essential Properties Realty Trust (EPRT) is launching a forward equity raise of 9.5 million shares of common stock, with an additional option for underwriters to purchase 1.425 million shares. The company will not receive immediate cash but anticipates proceeds upon physical settlement within approximately 24 months, which will be used for general corporate purposes and future real estate investments. As of February 12, 2026, EPRT had 209.8 million shares outstanding, $1.2 billion in total liquidity, and had recently invested $239.2 million in 83 new properties.
Essential Properties Realty Trust, Inc. Announces Public Offering of Common Stock
Essential Properties Realty Trust, Inc. announced an underwritten public offering of 9,500,000 shares of its common stock on a forward basis. The company expects to enter into forward sale agreements with BofA Securities, Mizuho, Truist Securities, and Wells Fargo Securities, who are also acting as joint book-running managers. The net proceeds from the settlement of these agreements will be contributed to the company's operating partnership for general corporate purposes, including future investments.
Should Strong Q4 Results and Higher 2026 AFFO Guidance Require Action From Essential Properties (EPRT) Investors?
Essential Properties Realty Trust (EPRT) reported strong Q4 2025 results with US$149.87 million in revenue and US$68.07 million in net income, alongside raised 2026 AFFO guidance and 99.7% portfolio occupancy. This performance supports the company's growth-focused investment thesis, driven by long leases to service-focused tenants and external growth through acquisitions. While the high occupancy is reassuring, investors should be mindful of concentration risks in sectors like car washes and restaurants.
Public Sector Pension Investment Board Acquires 99,429 Shares of Essential Properties Realty Trust, Inc. $EPRT
The Public Sector Pension Investment Board has increased its stake in Essential Properties Realty Trust (NYSE:EPRT) by 14.8%, purchasing an additional 99,429 shares to now hold 772,830 shares valued at approximately $22.999 million. Analysts have given EPRT a "Moderate Buy" consensus rating with a target price of $35.45, and the company recently raised its quarterly dividend to $0.31 per share, resulting in an annualized dividend of $1.24 and a yield of about 3.9%. Other institutional investors have also adjusted their holdings in the company, which specializes in acquiring and managing single-tenant commercial properties under triple-net leases.
Essential Properties Realty Trust, Inc. (NYSE:EPRT) Q4 2025 Earnings Call Transcript
Essential Properties Realty Trust, Inc. (EPRT) reported solid Q4 2025 earnings, achieving significant earnings growth and strong shareholder returns since its 2018 IPO. The company's differentiated investment strategy, primarily through existing relationships, resulted in substantial investment volume with disciplined pricing, and resilient tenant credit trends. EPRT increased its 2026 AFFO per share guidance, highlighting a positive outlook driven by strong portfolio performance and a stable investment pipeline.
Earnings call transcript: Essential Properties beats Q4 2025 expectations
Essential Properties Realty Trust (EPRT) reported strong financial results for Q4 2025, exceeding analyst expectations with an EPS of $0.34 and revenue of $149.87 million. Despite beating forecasts, the stock experienced a slight decline. The company highlighted a robust occupancy rate, a diversified portfolio, and provided optimistic guidance for 2026 AFFO per share growth, emphasizing its differentiated investment strategy and disciplined capital management.
Essential Properties Realty Trust (EPRT) FFO Growth Reinforces Predictable Income Narrative
Essential Properties Realty Trust (EPRT) reported strong FY 2025 results with increased revenue and FFO per share, driven by high occupancy and a large investment pipeline. Despite a slight compression in net profit margins and debt coverage concerns, analysts forecast continued revenue and earnings growth, highlighting a valuation gap between the current share price and DCF fair value. The article discusses both the bullish and bearish perspectives on EPRT's financial health and future prospects.
Essential Properties Realty Trust Q4 Earnings Call Highlights
Essential Properties Realty Trust (NYSE: EPRT) reported strong Q4 2025 results, with GAAP net income of $68.3 million and AFFO per share up 9% year-over-year to $0.49. The company also raised its 2026 AFFO per share guidance to $1.99–$2.04, citing improved portfolio credit trends and a robust investment pipeline. EPRT maintained a solid balance sheet, high occupancy, and an attractive dividend payout, emphasizing strategic investments and prudent portfolio management.
Essential Properties Realty Raises 2026 AFFO Guidance Outlook
Essential Properties Realty (EPRT) announced strong fourth-quarter and full-year 2025 results, revealing a 13% increase in net income per share and a 9% rise in AFFO per share for Q4 2025. The company invested $1.3 billion across 270 properties in 2025 and raised its 2026 AFFO guidance to $1.99–$2.04 per share. Analysts maintain a Buy rating on EPRT with a $37.00 price target, and TipRanks’ AI Analyst rates it as Outperform due to financial performance and positive guidance.
Earnings call transcript: Essential Properties beats Q4 2025 expectations By Investing.com
Essential Properties Realty Trust (EPRT) reported strong Q4 2025 earnings, exceeding analyst expectations for both EPS and revenue due to robust performance and strategic investments. Despite an earnings beat, the stock experienced a slight decline. The company provided optimistic 2026 guidance, projecting continued AFFO per share growth and maintaining a strong capital position with low leverage and significant liquidity.
ESSENTIAL PROPERTIES REALTY TRUST, INC. SEC 10-K Report
Essential Properties Realty Trust, Inc. (EPRT) has released its 2025 Form 10-K report, showcasing robust financial performance with $561.2 million in total revenues and $253.7 million in net income, driven by a diversified portfolio of 2,300 single-tenant properties. The report highlights strategic initiatives like long lease terms, sale-leaseback transactions, and contractual rent escalations, while acknowledging challenges such as tenant default risks, economic volatility, and environmental concerns. EPRT plans to continue growing its portfolio through additional investments, maintaining a balanced capital structure, and managing risks through diversification.
Essential Properties Realty Trust (NYSE:EPRT) Posts Quarterly Earnings Results, Hits Estimates
Essential Properties Realty Trust (NYSE:EPRT) reported quarterly earnings of $0.49 per share, aligning with analyst estimates. The company also announced an increase in its quarterly dividend to $0.31 per share, representing a 3.9% yield. Despite meeting earnings expectations, shares experienced a slight decline.
Essential Properties: Q4 Earnings Snapshot
Essential Properties Realty Trust (EPRT) reported fourth-quarter funds from operations of $99.7 million, or 49 cents per share, matching Wall Street expectations. While their funds from operations met estimates, the company's revenue of $149.9 million fell short of analysts' forecasts. For the full year, Essential Properties expects funds from operations to be between $1.99 and $2.04 per share.
Essential Properties earnings on deck: Can acquisition pace sustain?
Essential Properties Realty Trust Inc. (NYSE: EPRT) is set to release its fourth-quarter earnings, with analysts anticipating EPS of $0.33 and revenue of $143.4 million. Investors will closely watch the company's acquisition activity, tenant credit quality, and dividend growth trajectory, especially given the increased momentum in the net lease market following periods of interest rate uncertainty. The REIT's ability to balance aggressive growth with conservative underwriting will be key to narrowing the gap to analysts' bullish price targets.
Essential Properties: Q4 Earnings Snapshot
Essential Properties Realty Trust (EPRT) reported its fourth-quarter funds from operations (FFO) of 49 cents per share, matching Wall Street expectations. However, the company's revenue of $149.9 million fell short of analysts' forecasts. For the full year, Essential Properties reported FFO of $374.6 million and revenue of $561.2 million, and projects full-year FFO for the upcoming year to be between $1.99 and $2.04 per share.
Principal Financial Group Inc. Reduces Stake in Essential Properties Realty Trust, Inc. $EPRT
Principal Financial Group Inc. has reduced its stake in Essential Properties Realty Trust (NYSE:EPRT) by 9.1% during the third quarter, now owning 2,692,858 shares valued at $80.14 million. Despite this, analysts maintain a "Moderate Buy" consensus rating with an average price target of $35.41, and the company recently increased its quarterly dividend to $0.31, offering a 4.1% yield. Several institutional investors have also modified their holdings in EPRT, and hedge funds own 96.98% of the company's stock.
Essential Properties Realty Trust (EPRT) Projected to Post Earnings on Wednesday
Essential Properties Realty Trust (EPRT) is scheduled to release its Q4 2025 earnings after market close on February 11th, with analysts projecting EPS of $0.49 and revenue of $149.44 million. The company recently increased its quarterly dividend to $0.31, representing an annualized yield of approximately 4.1% and a payout ratio of 100%. EPRT shares are currently trading around $30.44, holding a consensus "Moderate Buy" rating and an average price target of $35.41.
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 7.5%, selling 91,007 shares but still holding 1,124,571 shares valued at $33.47 million. Despite this reduction, institutional ownership remains high at nearly 97%. The company recently increased its quarterly dividend to $0.31, offering a 4.1% yield, and analysts maintain a "Moderate Buy" consensus rating with a target price of $35.41.
AlphaQuest LLC Takes Position in Essential Properties Realty Trust, Inc. $EPRT
AlphaQuest LLC has acquired a new position in Essential Properties Realty Trust (NYSE: EPRT), purchasing 41,720 shares valued at approximately $1.24 million in Q3. Other institutional investors have also increased their holdings, contributing to a high institutional ownership of 96.98%. The company recently increased its quarterly dividend to $0.31 per share, offering a 4.1% yield, and analysts maintain a "Moderate Buy" rating with a consensus price target of $35.41.
(EPRT) Risk Channels and Responsive Allocation
This article provides an AI-driven analysis for Essential Properties Realty Trust Inc. (EPRT), indicating a neutral sentiment and a mid-channel oscillation pattern. It highlights an exceptional 12.8:1 risk-reward setup, targeting a 3.8% gain versus a 0.3% risk. The analysis also details specific institutional trading strategies for long, breakout, and short positions, along with multi-timeframe signal analysis.
Realty Income Gains 7.8% in a Month: What Should Investors Do?
Realty Income's stock has risen 7.8% recently, outperforming peers and the S&P 500, driven by strategic partnerships, capital deployment, and international expansion, particularly in Europe. Despite positive developments like a GIC partnership and a significant preferred equity investment, macroeconomic risks, potential tariff impacts, and moderate growth expectations suggest a "Hold" recommendation for investors. The company remains a strong income vehicle, supported by consistent dividends and a solid balance sheet, but its current valuation and market conditions do not make it a compelling "Buy."
Essential Properties Realty Trust Acquires Four Bay Area Restaurants
Essential Properties Realty Trust has acquired four Bay Area restaurant properties, comprising Denny's and Keke's Breakfast Cafe locations, for a total of $10 million. The transactions, completed on January 26, 2026, include properties in San Jose, Sunnyvale, Gilroy, and Pleasant Hill. This acquisition aligns with the company's strategy to invest in net-leased, single-tenant properties occupied by service-oriented businesses, expanding its footprint in California.
Essential Properties Realty Trust, Inc. (NYSE:EPRT) Receives Average Recommendation of "Moderate Buy" from Brokerages
Essential Properties Realty Trust (NYSE:EPRT) has received a "Moderate Buy" consensus recommendation from brokerages, with an average 12-month price target of $35.41. The company recently increased its quarterly dividend to $0.31, resulting in an annualized yield of 4.1% and a 100% payout ratio. Institutional investors hold nearly 97% of the stock, with major firms like Norges Bank, Balyasny, MFS, and Barclays significantly increasing their positions
Strs Ohio Raises Position in Essential Properties Realty Trust, Inc. $EPRT
Strs Ohio significantly increased its stake in Essential Properties Realty Trust (EPRT) by 1,398.7% in Q3, now owning 562,000 shares valued at $16.73 million. Essential Properties Realty Trust recently raised its quarterly dividend to $0.31 per share, resulting in an annualized dividend of $1.24 and a 4.1% yield. Analysts maintain a "Moderate Buy" rating for EPRT with a consensus price target of $35.41, while the company reported strong Q3 earnings with EPS of $0.48 and a 23.7% year-over-year revenue increase.
Universal Beteiligungs und Servicegesellschaft mbH Decreases Stock Holdings in Essential Properties Realty Trust, Inc. $EPRT
Universal Beteiligungs und Servicegesellschaft mbH has reduced its stake in Essential Properties Realty Trust, Inc. (NYSE:EPRT) by 23.8% in the third quarter, now owning 848,983 shares valued at approximately $25.27 million. Despite this reduction, other institutional investors have either acquired new stakes or increased their positions in the company. Essential Properties Realty Trust has an average "Moderate Buy" rating from analysts with a consensus target price of $35.41, and recently increased its quarterly dividend to $0.31 per share.
(EPRT) Movement as an Input in Quant Signal Sets
This article analyzes Essential Properties Realty Trust Inc. (NASDAQ: EPRT) using AI-generated signals and quantitative analysis. It highlights strong sentiment, a mid-channel oscillation pattern, and an exceptional short setup with a 12.8:1 risk-reward ratio. The report details three distinct trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis to guide investors.
Essential Properties Realty Trust, Inc. Announces 2025 Dividend Tax Status
Essential Properties Realty Trust, Inc. (NYSE: EPRT) has announced the tax status of its 2025 dividends, stating that 95.982458% of distributions to common shareholders are classified as taxable for federal income tax purposes. The press release details the tax attributes for each quarterly dividend paid in 2025, including ordinary income, capital gains, and return of capital components. The company also provided an overview of its portfolio, consisting of 2,266 freestanding net lease properties as of September 30, 2025.
Massachusetts Financial Services Co. MA Has $70.78 Million Position in Essential Properties Realty Trust, Inc. $EPRT
Massachusetts Financial Services Co. MA increased its stake in Essential Properties Realty Trust (NYSE:EPRT) by 5.1% in Q3, now holding 2,378,414 shares valued at $70.78 million. Essential Properties Realty Trust reported Q3 EPS of $0.48, matching estimates, with revenue up 23.7% year-over-year to $144.93 million. The company also announced an increased quarterly dividend of $0.31, leading to an annualized dividend of $1.24 and a 4.0% yield.
Macro Trends & M&A Activity Forecasts Lead to Overweight Stance on Essential Properties (EPRT)
Essential Properties Realty Trust (NYSE: EPRT) is highly favored by hedge funds, with Barclays reaffirming an Overweight rating and raising its price target to $37. Cantor Fitzgerald also maintains an Overweight rating, albeit with a slightly lower price target of $35, predicting a rebound in REIT returns due to macroeconomic strength and increased M&A activity. The company specializes in acquiring and leasing single-tenant commercial properties to mid-market businesses.
Macro Trends & M&A Activity Forecasts Lead to Overweight Stance on Essential Properties (EPRT)
Essential Properties Realty Trust (EPRT) has received an "Overweight" rating from analysts at Barclays and Cantor Fitzgerald, with price target revisions. Barclays raised its target to $37, while Cantor Fitzgerald lowered its target slightly to $35, both indicating an upside for the stock. This positive outlook is supported by macroeconomic strength, demand-supply balance, and anticipated M&A activity, despite a Neutral outlook for the broader REIT sector from Barclays.
QRG Capital Management Inc. Sells 32,832 Shares of Essential Properties Realty Trust, Inc. $EPRT
QRG Capital Management Inc. has reduced its stake in Essential Properties Realty Trust (NYSE:EPRT) by 34.9%, selling 32,832 shares and now holding 61,172 shares valued at approximately $1.82 million. Despite this sale, other institutional investors have increased their holdings. Essential Properties Realty Trust reported Q3 EPS in line with expectations and a 23.7% year-over-year revenue increase while raising its quarterly dividend to $0.31, with analysts largely maintaining bullish ratings.
Essential Properties Realty Trust, Inc. (NYSE:EPRT) Short Interest Down 25.0% in December
Essential Properties Realty Trust, Inc. (NYSE:EPRT) experienced a significant 25.0% decrease in short interest in December, falling to 11,371,024 shares. The company recently increased its quarterly dividend to $0.31 per share, resulting in a 4.0% yield and a 100% payout ratio. EPRT also reported Q4 EPS of $0.48, aligning with estimates, and saw revenue grow 23.7% year-over-year, with analysts maintaining a "Moderate Buy" rating and a $35.41 consensus target.
Liquidity Mapping Around (EPRT) Price Events
This article provides an AI-driven analysis of Essential Properties Realty Trust Inc. (EPRT) stock as of January 11, 2026. It highlights a neutral sentiment across all horizons, suggesting sideways price action, and details various trading strategies including long entry, momentum breakout, and risk hedging, along with specific support and resistance levels.
Essential Properties Realty Trust, Inc. (NYSE:EPRT) Given Average Rating of "Moderate Buy" by Brokerages
Essential Properties Realty Trust (NYSE:EPRT) has received an average "Moderate Buy" rating from twelve brokerage firms, with an average 12-month price target of $35.32. The company recently reported Q3 EPS of $0.48, in line with estimates, and revenue of $144.93 million, up 23.7% year-over-year. EPRT also increased its quarterly dividend to $0.31 per share, resulting in a 4.1% dividend yield.
Why (EPRT) Price Action Is Critical for Tactical Trading
This article analyzes Essential Properties Realty Trust Inc. (NASDAQ: EPRT), noting a neutral near-term sentiment but potential mid-term weakness. It highlights an exceptional tactical trading opportunity with a 14.6:1 risk-reward short setup, targeting a 4.3% downside with minimal risk. The analysis provides specific institutional trading strategies tailored to different risk profiles.
Essential Properties Realty Trust, Inc. to Report Fourth Quarter 2025 Results on February 11, 2026
Essential Properties Realty Trust, Inc. (NYSE: EPRT) announced it will release its fourth quarter 2025 operating results after market close on February 11, 2026. The company will host an earnings conference call and audio webcast on February 12, 2026, at 10:00 a.m. Eastern Time. Details for participating in the webcast and conference call are provided, along with information about the company's portfolio and recent executive and dividend announcements.
Essential Properties Realty Trust, Inc. to Report Fourth Quarter 2025 Results on February 11, 2026
Essential Properties Realty Trust, Inc. announced it will release its operating results for the fourth quarter ended December 31, 2025, after market close on February 11, 2026. The company will also host a quarterly earnings conference call and audio webcast on February 12, 2026, at 10:00 a.m. Eastern Time. Investors can access the webcast and dial-in details through the company's investor relations website.
Essential Properties Realty Trust, Inc. to Report Fourth Quarter 2025 Results on February 11, 2026
Essential Properties Realty Trust, Inc. announced it will release its fourth-quarter 2025 operating results after market close on Wednesday, February 11, 2026. The company will host an earnings conference call and audio webcast on Thursday, February 12, 2026, at 10:00 a.m. Eastern Time. Details for accessing the webcast and participation in the telephone conference call, including replay information, were provided.
Ex-Dividend Reminder: Pebblebrook Hotel Trust, Essential Properties Realty Trust and Xenia Hotels & Resorts
Pebblebrook Hotel Trust (PEB), Essential Properties Realty Trust Inc (EPRT), and Xenia Hotels & Resorts Inc (XHR) are set to trade ex-dividend on December 31, 2025, for their upcoming quarterly dividends. Investors should expect shares to open slightly lower on that date, reflecting the dividend payout. The article provides historical dividend charts and estimated annualized yields for each company.
Essential Properties Realty Trust, Inc. to Report Fourth Quarter 2025 Results on February 11, 2026
Essential Properties Realty Trust, Inc. has announced it will release its operating results for the fourth quarter ended December 31, 2025, after market close on Wednesday, February 11, 2026. The company will also host a quarterly earnings conference call and audio webcast on Thursday, February 12, 2026, at 10:00 a.m. Eastern Time. The webcast and dial-in details for the conference call have been provided for investors and interested parties.
