Essential Properties Realty Trust, Inc. (EPRT)

The past six months have seen several events impacting Essential Properties Realty Trust, Inc.'s stock. In October 2025, the company announced its third-quarter results. In December 2025, the company increased its quarterly dividend to $0.31 per share and announced a new Chief Financial Officer. Essential Properties Realty Trust, Inc. also priced $400 million of 5.400% Senior Notes due 2035. The company is scheduled to report its fourth-quarter 2025 results on February 11, 2026. Analyst sentiment has been generally positive, with UBS maintaining a "Buy" rating and Mizuho an "Outperform" recommendation in January 2026. However, Cantor Fitzgerald lowered its price target for EPRT to $35 from $36 in late 2025. As of January 8, 2026, the stock experienced mixed returns. An article from January 6, 2026, suggested that EPRT has double-digit return potential.

Specific detailed information regarding the demand seasonality for Essential Properties Realty Trust, Inc.'s products and services is not explicitly detailed in the provided search results. The available information primarily discusses stock seasonality, noting that "October historically favors a long bias" for EPRT's stock. General business seasonality can be influenced by factors such as holidays, government timelines, and fiscal year-ends, which can impact consumer demand for various services.

Essential Properties Realty Trust, Inc. (EPRT) specializes in acquiring, owning, and managing single-tenant properties across the United States, net leased on a long-term basis to middle-market companies in service-oriented or experience-based businesses. The company operates within the Real Estate sector, focusing on retail or diversified REITs. EPRT's portfolio includes properties leased to a diverse range of businesses. As of September 30, 2025, the company managed a portfolio of 2,266 properties.

Essential Properties Realty Trust, Inc. has a significant geographic presence across the United States, with its portfolio spanning over 42 states as of September 30, 2025. States with a notable number of properties include Texas, Georgia, Michigan, California, and Florida. The company aims for diversification by tenant industry and geography through acquisitions and built-to-suit development projects.

Essential Properties Realty Trust, Inc. has maintained a generally positive brand reputation over the past year, primarily reflected in analyst ratings and financial news. The company has received a consensus rating of "Moderate Buy" from Wall Street analysts. News coverage has largely focused on positive financial performance and consistent dividend increases. There have been no significant negative events or controversies reported that would adversely affect the company's reputation within the past year.

Essential Properties Realty Trust, Inc. has significant institutional ownership, including major shareholders like BlackRock, Inc., Vanguard Group Inc, and State Street Corp. Peter Leighton is the largest individual shareholder, owning 8.06 million shares, representing 4.07% of the company.