Skip to main content
EPRTEssential Properties Realty TruHold5.9·$31.18+3.90%
HoldModerate Confidence
Investment thesis

Essential Properties Realty Trust combines best-in-class operating fundamentals — a Piotroski score of 9 out of 9, a Rule of 40 reading of 73, and 43% margins — with three consecutive earnings beats, but the stock is trading below its 200-day moving average amid falling on-balance volume, creating a near-term headwind that must resolve before the setup becomes compelling.

Thesis pillars

  • Best In Class Operating QualityStable
  • Earnings Beat ConsistencyStable
  • Momentum Headwind PullbackStable
  • +1 more pillar — see the Why tab for full reasoning

Full reasoning →

Open full analysis

Essential Properties Realty Tru (EPRT) Stock Analysis

Breakout setup · Catalyst-Driven edge

HoldModerate Confidence

Real Estate · REIT - Retail

Hold if already holding. Not a fresh buy at $31.18, but acceptable to hold if already in. Reason: Thin upside margin: 7.1%.

Essential Properties Realty Trust acquires and net-leases single-tenant commercial properties to middle-market, service-oriented and experience-based businesses across 48 states. As of December 31, 2025, the portfolio had 2,300 properties with $555.0 million in annualized base... Read more

$31.18+7.1% A.UpsideScore 5.9/10#2 of 24 REIT - Retail
QualityF-score9 / 9FCF yield4.39%
IncomeYield4.11%(5y avg 4.07%)Payout96.06%
Stop $29.88Target $33.39(analyst − 10%)A.R:R 1.0:1
Analyst target$37.10+19.0%20 analysts
$33.39our TP
$31.18price
$37.10mean
$40

Hold if already holding. Not a fresh buy at $31.18, but acceptable to hold if already in. Reason: Thin upside margin: 7.1%. Chart setup: Golden cross, above all MAs, RSI 61, MACD bullish. Maintain position. Not compelling to add more. Score 5.9/10, moderate confidence.

Passes 6/9 gates (positive momentum, clean insider activity, news events none recent, earnings proximity 18d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.

10-K grounded · weekly refresh

About Essential Properties Realty Tru

About Essential Properties Realty Tru

Essential Properties Realty Trust's 2,300 single-tenant, net-leased properties across 48 states generated $555.0 million in total annualized base rent at 99.7% occupancy as of December 31, 2025, with total gross investment reaching $7.2 billion. The company completed $1.3 billion of new investments in 270 properties during 2025; the portfolio's weighted average remaining lease term was 14.4 years, with 97.3% of annualized base rent from triple-net leases.

Essential Properties focuses on middle-market companies — operators with 10 to 250 locations and $20 million to $1 billion in revenue — that the company believes are underserved by traditional capital providers. The sale-leaseback model dominates: 95% of 2025 investments were internally originated sale-leasebacks, and 82% of new investments involved parties with prior transaction history with the senior management team. Master lease structures covered 66.8% of annualized base rent; under these structures, a tenant in default at one property is in default across all properties under the same lease. Contractual rent escalation provisions cover 97.9% of leases, averaging 1.8% per year, with only approximately 0.9% tied to CPI adjustments. Texas represented 12.7% of annualized base rent as of December 31, 2025, the portfolio's largest single-state concentration; Florida (7.4%) and Georgia (6.5%) followed. Tenants contributing 17.4% of annualized base rent operated under franchise or license agreements with terms that may expire before the underlying leases, with no notice or cure rights available to EPRT on franchise termination.

Show full overview

The portfolio's credit quality depends heavily on internal analysis since the vast majority of tenants are unrated; creditworthiness is assessed using Moody's Analytics RiskCalc alongside property-level rent coverage ratios, which averaged 3.6x as of December 31, 2025. Tenant concentration is deliberately constrained: the top 10 tenants contributed 16.5% of annualized base rent and no single tenant exceeded 3.4%. Only 5.2% of annualized base rent expires before January 1, 2031, limiting near-term renewal risk; however, if a franchise or license is terminated before lease expiration, the affected tenant's ability to meet rent obligations could be materially impaired.

See also: Real Estate · REIT - Retail

From Essential Properties Realty Tru's most recent 10-K filing, extracted June 10, 2026.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-07-06
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Wed, Jul 22, 202618d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (3/4)
High-quality business
Risks
Thin upside margin: 7.1%

Key Metrics

P/E (TTM)24.6
P/E (Fwd)22.3
Mkt Cap$6.8B
EV/EBITDA17.3
Profit Mgn43.5%
ROE6.3%
Rev Growth22.8%
Beta0.90
Dividend4.11%
Rating analysts26

Quality Signals

Piotroski F9/9MoatNarrow

Options Flow

P/C0.50bullish
IV76%elevated

Concentration Risks(10-K Item 1A)

  • LOWGeographicTexas13%
    10-K Item 1A: 'substantial holdings in the following states as of December 31, 2025 (based on annualized base rent): Texas (12.7%), Florida (7.4%), Georgia (6.5%)'
  • LOWCustomerten largest tenants17%
    10-K Item 1A: 'our ten largest tenants contributed 16.5% of our annualized base rent'

Material Events(8-K, last 90d)

  • 2026-05-08Item 5.02LOW
    Amendment No. 1 to Dec 17, 2025 8-K. CFO Robert W. Salisbury (appointed effective Jan 1, 2026) employment agreement effective May 7, 2026: initial term through May 7, 2030; base salary ≥$475,000; target annual bonus ≥125% of base salary.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

Show full disclosure ▾

About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.

Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.

No paid promotion. TrendMatrix does not accept payment from any issuer, broker, or third party in exchange for coverage of any security. Our sole compensation is subscription revenue.

No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.

Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 floor-breaker

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Bollinger
0.0
Support Resistance
0.0
52w Position
8.3
GatesA.R:R 1.0 < 1.5@spotMomentum 5.0<5.5 (soft — BUY_NOW allowed but watch)Executive change: officer departure/appointmentMomentum 5.0>=4.5Insider activity: OKNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 18d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARBreakoutSuitability: Moderate
RSI
61 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $28.92Resistance $31.18

Price Targets

$30
$33
A.Upside+7.1%
A.R:R1.0:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! asymmetry at 1.0 (below the engine's 1.5 threshold)@spot

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-07-22 (18d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is EPRT stock a buy right now?

Hold if already holding. Not a fresh buy at $31.18, but acceptable to hold if already in. Reason: Thin upside margin: 7.1%. Chart setup: Golden cross, above all MAs, RSI 61, MACD bullish. Maintain position. Not compelling to add more. Target $33.39 (+7.1%), stop $29.88 (−4.4%), A.R:R 1.0:1. Score 5.9/10, moderate confidence.

What is the EPRT stock price target?

Take-profit target: $33.39 (+7.1% upside). Target $33.39 (+7.1%), stop $29.88 (−4.4%), A.R:R 1.0:1. Stop-loss: $29.88.

What are the risks of investing in EPRT?

Thin upside margin: 7.1%.

Is EPRT overvalued or undervalued?

Essential Properties Realty Tru trades at a P/E of 24.6 (forward 22.3). TrendMatrix value score: 5.0/10. Verdict: Hold.

What do analysts say about EPRT?

26 analysts cover EPRT with a consensus score of 4.2/5. Average price target: $37.

What does Essential Properties Realty Tru do?Essential Properties Realty Trust acquires and net-leases single-tenant commercial properties to middle-market,...

Essential Properties Realty Trust acquires and net-leases single-tenant commercial properties to middle-market, service-oriented and experience-based businesses across 48 states. As of December 31, 2025, the portfolio had 2,300 properties with $555.0 million in annualized base rent and $7.2 billion in total gross investment; no single tenant exceeded 3.4% of annualized base rent.

Related stocks: FRT (Federal Realty Investment Trust) · NTST (NetSTREIT Corp.) · ADC (Agree Realty Corporation) · BFS (Saul Centers, Inc.) · CBL (CBL & Associates Properties, In)
Home Stocks EPRT

Latest news

Latest News

Stock Titan67d ago
GuruFocus74d ago
GuruFocus74d ago
Yahoo Finance74d agoEarnings
MarketBeat74d agoEarnings
TradingView74d agoEarnings
MarketBeat74d agoEarnings
MarketBeat74d ago
TradingView74d agoEarnings
Kens5.com74d agoEarnings
KTVB74d agoEarnings
Seeking Alpha74d agoEarnings
Marketscreener.com74d agoEarnings
Business Wire74d agoEarnings
Investing.com UK75d agoEarnings
TradingKey18d ago
TradingKey19d ago
MarketBeat82d agoEarnings
Investing.com South Africa69d agoAnalyst
GuruFocus76d agoAnalyst
Loading more...