Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

ESSENTIAL PROPERTIES REALTY TRUST, INC.
Next earnings Jul 21, 2026 · consensus $0.34 EPS, $164M rev
Last earnings -2.7% on 2026-04-22
Fast-growing, low-leverage net-lease REIT compounding revenue ~25% a year with a steadily rising dividend.
Sources: SEC EDGAR (CIK 0001728951, latest 10-Q filed 2026-04-22) · EODHD · analysis by claude-code · as of 6/21/2026, 8:55:16 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Quality fundamentals and an attractive price line up (~66% below fair value) — the rarer case where both the business and the entry look good.
Essential Properties Realty Trust is a net-lease REIT focused on single-tenant, service-oriented and experiential properties, and it is one of the faster-growing names in the sector. FY2025 revenue grew 24.8% to $561M and net income rose 24.6% to $253M, with operating income up 29.4% to $360M — extending a remarkably consistent growth record (revenue has more than doubled from $230M in FY2021). Operating cash flow climbed 23.5% to $381M, comfortably covering the $234M dividend (+17.2%), one of the strongest dividend-growth profiles among net-lease REITs.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $230M | $287M | $360M | $450M | $561M |
| Gross profit | — | — | — | — | — |
| Operating income | $134M | $175M | $243M | $278M | $360M |
| Net income | $95.7M | $134M | $191M | $203M | $253M |
| Diluted EPS | $0.82 | $0.99 | $1.24 | $1.15 | $1.28 |
| Net margin | 41.6% | 46.8% | 53.0% | 45.2% | 45.1% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
| 2026-05-13 | Neary Heather Leed Director | Award | 3.84K | |
| 2026-05-13 | Minich Lawrence J Director | Award | 3.84K | |
| 2026-04-27 | Mavoides Peter M. President and CEO | Gift | 133K | |
| 2026-04-27 | Mavoides Peter M. President and CEO | Gift | 133K | |
| 2026-04-27 | Mavoides Peter M. President and CEO | Gift | 133K | |
| 2026-04-27 | Mavoides Peter M. President and CEO | Gift | 133K |