Gaming and Leisure PropertiesGLPI
GLPI
About: Gaming and Leisure Properties Inc, or GLP, is a self-administered and self-managed Pennsylvania real estate investment trust (REIT). It is engaged in acquiring, financing, and owning real estate property to be leased to gaming operators in triple-net lease arrangements. Its portfolio consists of gaming and related facilities and amenities such as Ameristar Black Hawk, Bally's Casino, Argosy Casino Alton, Bally's Chicago, Hollywood Casino Aurora, and others located across different states in the United States.
Employees: 19
0
Funds holding %
of 7,431 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
318% more call options, than puts
Call options by funds: $21.5M | Put options by funds: $5.14M
40% more funds holding in top 10
Funds holding in top 10: 5 [Q1] → 7 (+2) [Q2]
20% more repeat investments, than reductions
Existing positions increased: 225 | Existing positions reduced: 187
0.46% less ownership
Funds ownership: 93.48% [Q1] → 93.02% (-0.46%) [Q2]
6% less funds holding
Funds holding: 584 [Q1] → 550 (-34) [Q2]
9% less capital invested
Capital invested by funds: $13.1B [Q1] → $11.9B (-$1.14B) [Q2]
27% less first-time investments, than exits
New positions opened: 62 | Existing positions closed: 85
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$48
0%
upside
Avg. target
$52
8%
upside
High target
$59
23%
upside
6 analyst ratings
2 positive
33%
4 neutral
67%
0 negative
0%
Barclays Richard Hightower | 7%upside $51 | Equal-Weight Maintained | 20 Aug 2025 |
Macquarie Chad Beynon | 23%upside $59 | Outperform Maintained | 28 Jul 2025 |
RBC Capital Brad Heffern | 11%upside $53 | Outperform Maintained | 28 Jul 2025 |
Stifel Simon Yarmak | 3%upside $49 | Hold Maintained | 25 Jul 2025 |
Mizuho Haendel St. Juste | 0%upside $48 | Neutral Maintained | 16 Jun 2025 |
Financial journalist opinion
Based on 6 articles about GLPI published over the past 30 days
Positive
Seeking Alpha
4 hours ago
Gaming and Leisure Properties: Buy This 6.5% Yield While It's A Bargain
GLPI offers an attractive 6.5% yield, a resilient regional gaming portfolio, and long-term triple-net leases, making it a strong income play in today's market. Recent growth is driven by acquisitions, rent escalators, and innovative tribal casino financing, with visible expansion opportunities in Chicago, New York, and Las Vegas. GLPI maintains a safe balance sheet, a reasonable payout ratio, and disciplined capital deployment, supporting both income and future growth potential for investors.
Positive
Seeking Alpha
5 days ago
High Yields, Growth, And Reliable Payouts: 3 REITs For Your Watchlist
I highlight three high-yield REITs - APLE, EPR, and GLPI - that offer attractive yields and deserve "buy" ratings based on valuation, growth, and payout consistency. Apple Hospitality REIT stands out for its 8.26% yield, low leverage, and monthly distributions, making it a compelling value play despite recent occupancy softness. EPR Properties offers a 6.67% yield with a diversified experiential real estate portfolio, stable leverage, and improving fundamentals as the leisure sector recovers.
Neutral
GlobeNewsWire
1 week ago
Gaming and Leisure Properties Announces Pricing of $600,000,000 of 5.250% Senior Notes Due 2033 and $700,000,000 of 5.750% Senior Notes Due 2037
WYOMISSING, Pa., Aug. 14, 2025 (GLOBE NEWSWIRE) -- Gaming and Leisure Properties, Inc. (“GLPI”) (NASDAQ: GLPI) announced the pricing of a public offering of $1,300,000,000 aggregate principal amount of Notes (as defined below), to be issued by its operating partnership, GLP Capital, L.P. (the “Operating Partnership”), and GLP Financing II, Inc., a wholly-owned subsidiary of the Operating Partnership (together with the Operating Partnership, the “Issuers”). The Notes will be issued in two tranches, the first of which will be senior notes due 2033 (the “2033 Notes”) and the second of which will be senior notes due 2037 (the “2037 Notes” and, together with the 2033 Notes, the “Notes”). The 2033 Notes priced at 99.642% of par value, with a coupon of 5.250%, and will mature on February 15, 2033. The 2037 Notes priced at 99.187% of par value, with a coupon of 5.750%, and will mature on November 1, 2037. The Notes will be senior unsecured obligations of the Issuers, guaranteed by GLPI.
Positive
Seeking Alpha
2 weeks ago
Disinflation Dividend: REIT Earnings Scorecard
A surprising solid REIT earnings season wrapped up this week. Of the 100 equity REITs that provide full-year FFO guidance, 62% raised their outlook - above the historical 55% average. Disinflation was a surprisingly common thread across second-quarter results, with the majority of the upside revisions being driven by improved expense expectations - the highest quantity of expense reductions ever. Healthcare REITs were notable upside standouts as senior housing fundamentals remained stellar, while skilled nursing REITs received some good news on the policy front via healthy CMS Medicare rate increases.
Neutral
Business Wire
3 weeks ago
Dry Creek Rancheria and Caesars Entertainment Break Ground on Caesars Republic Sonoma County
LAS VEGAS--(BUSINESS WIRE)--On Aug. 2, Dry Creek Rancheria and Caesars Entertainment (NASDAQ: CZR) broke ground on a joint project to turn River Rock Casino into Caesars Republic Sonoma County. The partnership was launched when Dry Creek Rancheria selected Caesars Entertainment as its development and management partner for the new integrated resort. Citizens led the project financing, with Gaming and Leisure Properties, Inc. (NASDAQ: GLPI) (“GLPI”) serving as the lead real estate financing part.
Positive
Zacks Investment Research
4 weeks ago
DRH or GLPI: Which Is the Better Value Stock Right Now?
Investors interested in REIT and Equity Trust - Other stocks are likely familiar with DiamondRock Hospitality (DRH) and Gaming and Leisure Properties (GLPI). But which of these two companies is the best option for those looking for undervalued stocks?
Neutral
The Motley Fool
1 month ago
Gaming And Leisure Properties Beats Q2
Gaming And Leisure Properties Beats Q2
Neutral
Seeking Alpha
1 month ago
Gaming and Leisure Properties, Inc. (GLPI) Q2 2025 Earnings Call Transcript
Gaming and Leisure Properties, Inc. (NASDAQ:GLPI ) Q2 2025 Earnings Conference Call July 25, 2025 10:00 AM ET Company Participants Brandon John Moore - President, COO & Secretary Desiree A. Burke - CFO & Treasurer Joeseph Jaffoni - Corporate Participant Peter M.
Positive
Zacks Investment Research
1 month ago
Gaming and Leisure Properties (GLPI) Matches Q2 FFO Estimates
Gaming and Leisure Properties (GLPI) came out with quarterly funds from operations (FFO) of $0.96 per share, in line with the Zacks Consensus Estimate . This compares to FFO of $0.94 per share a year ago.
Neutral
GlobeNewsWire
1 month ago
Gaming and Leisure Properties Reports Second Quarter 2025 Results and Updates 2025 Full Year Guidance
WYOMISSING, Pa., July 24, 2025 (GLOBE NEWSWIRE) -- Gaming and Leisure Properties, Inc. (NASDAQ: GLPI) (“GLPI” or the “Company”) today announced financial results for the quarter ended June 30, 2025.
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