EPR Properties and DMB: Dividend Increases and Future Prospects

EPR Properties: Strong Growth and Dividend Increase

EPR Properties (NYSE:EPR) reported robust second-quarter results for 2026, with revenue, funds from operations as adjusted (FFOAA) per share, and adjusted funds from operations (AFFO) per share all growing by 10% year-over-year. This performance led management to raise full-year guidance for the second time in 2026. The company's AFFO payout ratio stood at a conservative 65% in Q2, indicating that a substantial portion of earnings is retained for reinvestment. This financial cushion provides a solid foundation for another dividend increase in early 2027.

DMB: Prudent Capital Management and Higher Payouts

DMB (NYSE:DMB) took a cautious approach during the Federal Reserve's aggressive interest rate hiking cycle, retaining capital to strengthen its balance sheet. This strategy paid off, as the company raised its monthly distribution twice last year and increased its monthly payout to $0.050 per share in 2026. With a disciplined payout policy, DMB has room for further increases as conditions allow.

What it means for income investors

Both EPR Properties and DMB have demonstrated a commitment to returning capital to shareholders through consistent dividend increases. Their prudent financial management and conservative payout ratios suggest that these hikes are sustainable, providing a reliable income stream for investors focused on long-term dividend growth.

Reporting based on: Seeking Alpha. Figures verified against market data where available.