Stifel Cuts EPRT Price Target to $32.50
Key Points
- Stifel maintained its Buy rating on Essential Properties Realty Trust, Inc. (NYSE: EPRT) on October 22, 2026, while trimming its price target from $36.00 to $32.50.
- Stifel's $32.50 price target implies 27.65% upside from Essential Properties Realty Trust, Inc.'s ($EPRT) current $25.46 share price.
- The stock recently traded around $25.46, sitting below its 50-day moving average of $28.01 and well under its 52-week high of $34.73.
- Other major Wall Street firms have also recently updated their views, including Wells Fargo, Mizuho, Deutsche Bank, and Barclays ahead of the next earnings report on February 10, 2027.
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On October 22, 2026, Stifel maintained its Buy rating on Essential Properties Realty Trust, Inc. (NYSE: EPRT) while lowering its price target from $36.00 to $32.50. The research note provides a forward-looking view on the real estate investment trust, even as the shares trade below the newly reduced target. Essential Properties closed at $26.11 on the day of the announcement.
EPRT
Essential Properties Realty Trust, Inc.
Stifel vs. the S&P 500
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Stifel's Call on Essential Properties Realty Trust
Stifel issued its updated research note on October 22, 2026, keeping a Buy rating in place while adjusting the price target down to $32.50 from $36.00. The firm's updated target sits above recent trading levels, offering a look at where analysts see long-term value for the retail real estate investment trust.
Other Institutional Activity in Essential Properties Realty Trust
Large funds have been adjusting their holdings in the company during recent periods. Cohen & Steers Inc. grew its holdings by 9,220,046 shares, ending with 38,828,414 shares worth about $1.01 billion. Massachusetts Financial Services Co. grew its stake by 433,721 shares, ending with 5,430,505 shares valued at roughly $141.8 million. Meanwhile, Daiwa Securities Group Inc. reduced its position by 93,513 shares, ending with 5,189,719 shares worth about $135.5 million.
Essential Properties Realty Trust, Inc. Stock Up 2.3%
The shares recently traded around $25.46 as of October 22, 2026. That puts the stock below its 50-day moving average of $28.01 and lower than its 200-day moving average of $30.56. The stock has traded between a 52-week low of $24.62 and a 52-week high of $34.73. At recent prices, the stock trades below Stifel's updated $32.50 target and the broader analyst consensus mean price target of $34.38.
$EPRT price target
Essential Properties Realty Trust, Inc. daily closes and this analyst's $32.50 target. Not advice.
Recent Earnings
For the trailing twelve months, the company reported revenue of $615.49 million and earnings of $1.29 per share. The firm holds a net profit margin of 43.5% and a return on equity of 6.5%. The next earnings report is scheduled for release on February 10, 2027.
Dividend
Essential Properties Realty Trust pays an annual dividend rate of $1.28 per share, which translates to a dividend yield of 5.14%. The payout ratio stands at 96.1% of earnings.
Insider Buying and Selling at Essential Properties Realty Trust, Inc.
Company insiders have transacted in the stock over recent months. Chief Investment Officer A. Joseph Peil sold 19,657 shares on March 20, 2026, at an average price of $32.10. Chief Financial Officer Robert Webb Salisbury sold 5,851 shares on March 20, 2026, at an average price of $31.88. Chief Operating Officer Robert M. Jenkins sold 22,000 shares on July 24, 2026, at an average price of $32.22.
Analysts Set New Price Targets
Wall Street firms have actively reviewed the stock through October 2026. On October 19, 2026, Wells Fargo maintained its Overweight rating and lowered its target from $36.00 to $30.00. On the same day, Mizuho maintained its Outperform rating and adjusted its target from $30.00 to $29.00. On October 20, 2026, Deutsche Bank downgraded the stock to Hold and cut its target from $38.00 to $28.00. On that same date, Barclays maintained its Overweight rating while moving its target from $37.00 to $34.00. Overall, the company holds a consensus recommendation of strong buy from 20 analysts.
About Essential Properties Realty Trust
Essential Properties Realty Trust is an internally managed real estate investment trust that acquires, owns, and manages single-tenant properties. These properties are net leased on a long-term basis to companies operating service-oriented or experience-based businesses. The portfolio offers steady lease terms across freestanding commercial sites.
Bottom Line
Investors will look toward the company's next earnings report on February 10, 2027, for updated operational metrics. The gap between current trading levels and analyst targets highlights differing views on the REIT sector's near-term path.
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Source: Stifel's rating change on $EPRT (Oct 22, 2026). Written by software, not financial advice. How we make alerts