Essential Properties Realty Trust (EPRT) reported third-quarter 2026 revenue of $168.7 million and GAAP net income of $60.7 million. Basic net income per share was $0.28 and diluted net income per share was $0.27.
The company completed $342.2 million of investments across 100 properties during the quarter and raised its 2026 AFFO-per-share guidance range to $2.02 to $2.05.
- Third-quarter revenue was $168.7 million, compared with $144.9 million a year earlier.
- GAAP net income was $60.7 million, compared with $65.8 million in the prior-year quarter.
- Quarterly investment volume totaled $342.2 million at a 7.7% weighted average cash cap rate.
- The portfolio had 2,580 properties, 99.6% occupancy and a 14.2-year weighted average lease term as of September 30, 2026.
- 2027 AFFO-per-share guidance was issued at $2.10 to $2.18.
$EPRT Insider Trading Activity
$EPRT insiders have traded $EPRT stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $EPRT stock by insiders over the last 6 months:
- ROBERT M JENKINS (Executive VP and COO) sold 22,000 shares for an estimated $708,840
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$EPRT Hedge Fund Activity
We have seen 196 institutional investors add shares of $EPRT stock to their portfolio, and 159 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- COHEN & STEERS, INC. added 9,221,057 shares (+31.1%) to their portfolio in Q2 2026, for an estimated $275,248,551
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 4,024,527 shares (+inf%) to their portfolio in Q2 2026, for an estimated $120,132,130
- WELLINGTON MANAGEMENT GROUP LLP removed 2,952,976 shares (-35.6%) from their portfolio in Q2 2026, for an estimated $88,146,333
- BLACKROCK, INC. added 2,370,798 shares (+6.4%) to their portfolio in Q2 2026, for an estimated $70,768,320
- BALYASNY ASSET MANAGEMENT L.P. removed 2,326,868 shares (-90.6%) from their portfolio in Q2 2026, for an estimated $69,457,009
- PGGM INVESTMENTS removed 2,287,184 shares (-99.5%) from their portfolio in Q2 2026, for an estimated $68,272,442
- DEUTSCHE BANK AG\ removed 2,206,373 shares (-85.1%) from their portfolio in Q2 2026, for an estimated $65,860,234
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
