Capital World Investors Boosts Stock Position in Essential Properties Realty Trust, Inc. $EPRT

10 Jun 2026, 09:22 by Michael Walen · The Markets Daily

Capital World Investors grew its stake in shares of Essential Properties Realty Trust, Inc. (NYSE:EPRT – Free Report) by 3.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 729,238 shares of the company’s stock after acquiring an additional 27,478 shares during the period. Capital World Investors’ holdings in Essential Properties Realty Trust were worth $21,629,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Massachusetts Financial Services Co. MA increased its holdings in shares of Essential Properties Realty Trust by 59.9% in the fourth quarter. Massachusetts Financial Services Co. MA now owns 3,803,496 shares of the company’s stock worth $112,812,000 after purchasing an additional 1,425,082 shares during the period. Elo Mutual Pension Insurance Co increased its holdings in shares of Essential Properties Realty Trust by 104.9% in the third quarter. Elo Mutual Pension Insurance Co now owns 60,838 shares of the company’s stock worth $1,811,000 after purchasing an additional 31,143 shares during the period. Lighthouse Investment Partners LLC increased its holdings in shares of Essential Properties Realty Trust by 225.6% in the third quarter. Lighthouse Investment Partners LLC now owns 700,000 shares of the company’s stock worth $20,832,000 after purchasing an additional 485,000 shares during the period. Duff & Phelps Investment Management Co. increased its holdings in shares of Essential Properties Realty Trust by 22.7% in the third quarter. Duff & Phelps Investment Management Co. now owns 2,934,243 shares of the company’s stock worth $87,323,000 after purchasing an additional 542,275 shares during the period. Finally, American Century Companies Inc. increased its holdings in shares of Essential Properties Realty Trust by 43.9% in the third quarter. American Century Companies Inc. now owns 1,041,992 shares of the company’s stock worth $31,010,000 after purchasing an additional 317,845 shares during the period. Institutional investors own 96.98% of the company’s stock.

Insider Transactions at Essential Properties Realty Trust

In other Essential Properties Realty Trust news, CFO Robert Webb Salisbury sold 5,851 shares of the firm’s stock in a transaction dated Friday, March 20th. The stock was sold at an average price of $31.88, for a total transaction of $186,529.88. Following the sale, the chief financial officer owned 8,310 shares in the company, valued at $264,922.80. This trade represents a 41.32% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, VP A Joseph Peil sold 19,657 shares of the firm’s stock in a transaction dated Friday, March 20th. The shares were sold at an average price of $32.10, for a total value of $630,989.70. Following the sale, the vice president owned 76,525 shares in the company, valued at $2,456,452.50. The trade was a 20.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.77% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on EPRT. Wall Street Zen cut shares of Essential Properties Realty Trust from a “hold” rating to a “sell” rating in a report on Saturday, April 4th. Truist Financial upped their price target on shares of Essential Properties Realty Trust from $34.00 to $37.00 and gave the stock a “buy” rating in a report on Monday, March 9th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Essential Properties Realty Trust in a report on Tuesday, May 26th. Mizuho decreased their price target on shares of Essential Properties Realty Trust from $37.00 to $34.00 and set an “outperform” rating on the stock in a report on Wednesday, May 13th. Finally, UBS Group upped their price target on shares of Essential Properties Realty Trust from $38.00 to $40.00 and gave the stock a “buy” rating in a report on Monday, March 9th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat, Essential Properties Realty Trust has an average rating of “Buy” and an average target price of $36.50.

View Our Latest Analysis on Essential Properties Realty Trust

Essential Properties Realty Trust Trading Up 1.0%

NYSE EPRT opened at $30.32 on Wednesday. The stock’s 50-day simple moving average is $31.29 and its two-hundred day simple moving average is $31.33. Essential Properties Realty Trust, Inc. has a twelve month low of $28.95 and a twelve month high of $34.73. The company has a quick ratio of 5.12, a current ratio of 5.12 and a debt-to-equity ratio of 0.59. The company has a market capitalization of $6.56 billion, a price-to-earnings ratio of 23.88, a PEG ratio of 2.37 and a beta of 0.88.

Essential Properties Realty Trust (NYSE:EPRT – Get Free Report) last released its quarterly earnings results on Wednesday, April 22nd. The company reported $0.28 earnings per share for the quarter, missing analysts’ consensus estimates of $0.33 by ($0.05). Essential Properties Realty Trust had a net margin of 43.46% and a return on equity of 6.30%. The firm had revenue of $158.80 million for the quarter, compared to analysts’ expectations of $151.87 million. During the same quarter in the previous year, the business earned $0.45 EPS. The company’s revenue for the quarter was up 22.8% on a year-over-year basis. Essential Properties Realty Trust has set its FY 2026 guidance at 2.000-2.050 EPS. Research analysts forecast that Essential Properties Realty Trust, Inc. will post 1.97 EPS for the current fiscal year.

Essential Properties Realty Trust Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, July 14th. Shareholders of record on Tuesday, June 30th will be given a dividend of $0.32 per share. The ex-dividend date is Tuesday, June 30th. This is a positive change from Essential Properties Realty Trust’s previous quarterly dividend of $0.31. This represents a $1.28 dividend on an annualized basis and a yield of 4.2%. Essential Properties Realty Trust’s dividend payout ratio (DPR) is 97.64%.

Essential Properties Realty Trust Company Profile

(Free Report)

Essential Properties Realty Trust, Inc (NYSE: EPRT) is a self-administered real estate investment trust that acquires, owns and manages single-tenant commercial properties subject to long-term, triple-net leases. The company’s portfolio primarily consists of small-box retail and industrial assets, including convenience stores, automotive service centers, quick-service restaurants, fitness centers and other necessity-based businesses. Under a triple-net lease structure, tenants assume responsibility for property taxes, insurance and most maintenance expenses, providing Essential Properties with predictable, stable cash flows.