Insider Trading June 11, 2026 09:58 AM

EPR Properties CFO Mark Peterson Executes $500,040 Sale Under Pre-Arranged Plan

The executive's transaction occurs against a backdrop of strong Q1 earnings beats and a stock trading near its 52-week high, though valuation metrics present mixed signals for investors.

By Jordan Park
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EPR

Mark Alan Peterson, Executive Vice President and Chief Financial Officer at EPR Properties (NASDAQ:EPR), executed a sale of 8,334 shares of the company's common stock on June 10, 2026. The transaction, valued at $500,040, was conducted at a price of $60.0 per share. This sale was facilitated through a Rule 10b5-1 trading plan that Peterson established on December 23, 2025. Following the transaction, Peterson maintains an indirect holding of 207,750 shares through the Jill J. Peterson and Mark A. Peterson Revocable Trust. The sale takes place while EPR Properties is trading near its 52-week high of $62.08, with the stock having appreciated 22% year-to-date. Despite this momentum, analysis indicates the stock may be overvalued relative to its fair value, even as it offers a dividend yield of 6.27% and a PEG ratio of 0.19, which suggests a potentially attractive valuation relative to growth.

EPR Properties CFO Mark Peterson Executes $500,040 Sale Under Pre-Arranged Plan
EPR
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Key Points

  • EPR Properties CFO Mark Peterson sold 8,334 shares for $500,040 on June 10, 2026, under a Rule 10b5-1 plan established in December 2025, leaving him with an indirect holding of 207,750 shares via a revocable trust.
  • The company recently reported strong Q1 2026 financials, beating earnings per share estimates by 12.12% and revenue estimates by 20.56%, which prompted RBC Capital to raise its price target to $61 while maintaining a Sector Perform rating.
  • EPR Properties continues to offer a 6.27% dividend yield with a monthly payout of $0.31 per share, and trades at a PEG ratio of 0.19, though analysis indicates the stock may be overvalued relative to its fair value despite a 22% year-to-date gain.

Mark Alan Peterson, serving as Executive Vice President and Chief Financial Officer for EPR Properties (NASDAQ:EPR), has completed a significant sale of company equity. On June 10, 2026, Peterson disposed of 8,334 shares of the firm's common stock. The total value of this transaction reached $500,040, with the shares being liquidated at a price point of $60.0 per share.


This divestment was executed in accordance with a Rule 10b5-1 trading plan, a mechanism designed to allow insiders to trade stock without risking allegations of insider trading. Peterson originally adopted this specific plan on December 23, 2025. Following the completion of this sale, Peterson's indirect ownership in EPR Properties remains substantial. Through the Jill J. Peterson and Mark A. Peterson Revocable Trust, he continues to hold 207,750 shares of the company.


The timing of this transaction is notable given the current market performance of EPR Properties. The stock is currently trading near its 52-week high of $62.08. Over the course of the year, the shares have gained 22% year-to-date. Despite this upward momentum, data from InvestingPro analysis suggests that the stock currently appears overvalued when compared to its calculated Fair Value. However, other metrics present a different perspective. The company maintains a dividend yield of 6.27%, and it trades at a PEG ratio of 0.19. This low PEG ratio suggests an attractive valuation relative to growth, offering a point of contrast to the overvaluation concern.


Recent corporate developments provide additional context for this insider activity. EPR Properties recently reported financial results for the first quarter of 2026 that surpassed Wall Street expectations. The company posted earnings per share (EPS) of $0.74. This figure exceeded the consensus forecast of $0.66, resulting in a 12.12% positive surprise. Revenue performance also outpaced estimates, reaching $181.3 million compared to the expected $150.34 million. This revenue beat marked a 20.56% surprise.


In response to these strong financial results, RBC Capital adjusted its outlook for EPR Properties. The firm raised its price target for the stock to $61, an increase from its previous target of $59. Despite this upgrade, RBC Capital maintained a Sector Perform rating for the equity.


Further reinforcing shareholder returns, EPR Properties announced a monthly cash dividend of $0.31 per common share. This dividend is scheduled to be payable on June 15, 2026, to shareholders who are on record as of May 29, 2026. This distribution reflects an annualized payout of $3.72 per share. Additionally, during the company's 2026 Annual Meeting of Shareholders, all nominated trustees were elected to serve one-year terms that expire in 2027. The vote totals for these trustees ranged from approximately 46.7 million to 49.1 million shares in favor.


For investors seeking to evaluate whether EPR represents a bargain at current levels, comprehensive analysis tools are available. These tools utilize a mix of 17 proven industry valuation models to calculate fair value with maximum accuracy. Access to EPR's comprehensive Pro Research Report, along with reports for over 1,400 other US equities, provides deeper insights into these valuation dynamics.

Risks

  • Valuation concerns persist as the stock trades near its 52-week high of $62.08 and analysis suggests it is overvalued relative to its fair value, despite a low PEG ratio of 0.19.
  • The reliance on a Rule 10b5-1 trading plan indicates that the sale was pre-arranged and not necessarily reflective of current insider sentiment, limiting the predictive value of this transaction for market direction.
  • Investor returns are heavily dependent on the company's ability to sustain its 6.27% dividend yield and meet its financial targets, as evidenced by the close attention paid to recent earnings surprises and analyst rating adjustments.

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