EPR Properties shows strong growth and raises 2026 investment guidance amid portfolio diversification.

EPR Properties reported a strong quarter with AFFO rising 7.7% to $100.13 million and a 5.1% increase in its sustainable monthly dividend to $0.31. The company is accelerating its shift away from theater properties, increasing its 2026 investment guidance to $500 million–$600 million. Despite macroeconomic risks like inflation from the Iran conflict and high interest rates, conservative valuation models suggest EPR's intrinsic value remains above current market levels, indicating potential for stock re-rating.