Is EPR Properties (EPR) Outperforming Other Finance Stocks This Year?

EPR Properties (EPR), with a Zacks Rank #2 (Buy), has outperformed the Finance sector year-to-date, gaining 24.8% compared to the sector's 5.3% average, driven by a 1.5% increase in full-year earnings estimates over the past quarter; Aviva (AVVIY), holding a Zacks Rank #1 (Strong Buy), has also outperformed with a 41.5% return this year and a 6.6% increase in consensus EPS estimates, suggesting continued positive momentum for both stocks within their respective industries.

Analysis

EPR Properties (EPR) is demonstrating significant outperformance within the Finance sector, having registered a year-to-date gain of approximately 24.8%, substantially exceeding the Finance sector's average return of 5.3%. This performance is supported by a Zacks Rank of #2 (Buy) and a 1.5% upward revision in its full-year Zacks Consensus Estimate over the past quarter, signaling improving analyst sentiment and a positive earnings outlook. Notably, EPR operates within the REIT and Equity Trust - Retail industry, a segment that has, on average, experienced a 5.1% decline year-to-date, underscoring EPR's exceptional relative strength. Similarly, Aviva (AVVIY), another Finance stock, has also exhibited strong performance with a 41.5% year-to-date return and holds a Zacks Rank #1 (Strong Buy). Aviva's consensus EPS estimate for the current year has increased by 6.6% over the last three months. While Aviva belongs to the Insurance - Life Insurance industry, which has seen a modest 1.3% gain year-to-date, both companies are highlighted for their potential to continue their solid performance, buoyed by positive earnings estimate trends and strong Zacks Ranks.

Key Decisions for Investors

• Investors looking for outperforming assets within the Finance sector should consider EPR Properties, given its robust year-to-date return of 24.8%, a Zacks Rank #2 (Buy), and positive earnings estimate revisions, particularly as it shows strength in a currently underperforming REIT and Equity Trust - Retail industry.
• Aviva warrants attention from investors seeking strong growth in the Finance sector, specifically within life insurance, due to its impressive 41.5% year-to-date gain, a Zacks Rank #1 (Strong Buy), and a significant 6.6% upward revision in its current year consensus EPS estimate.
• It is advisable for investors to continue monitoring earnings estimate revisions and relative industry performance for both EPR Properties and Aviva, as these factors are key indicators of their sustained outperformance.