Gaming and Leisure Properties (GLPI)

• Market cap: $13.2B
• 1 day: -0.81%
• 5 days: -4.13%
• 1 month: -5.97%
• 3 months: -1.18%
• 6 months: -5.75%
• Year to date: 0.19%
• 1 year: 12.01%
• 5 years: 69.48%
• 10 years: 34.06%
• Sector: Real Estate
• Industry: Specialty REIT

About: Gaming and Leisure Properties Inc, or GLP, is a real estate investment property trust whose primary business consists of acquiring, financing, and owning real estate property to be leased to gaming operators in triple-net lease arrangements. The GLPI's portfolio consisted of interests in sixty one gaming and related facilities, the real property associated with thirty four gaming and related facilities operated by PENN, the real property associated with six gaming and related facilities operated by Caesars Entertainment Corporation.

Employees: 19

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

285% more call options, than puts

Call options by funds: $19.7M | Put options by funds: $5.13M

25% more funds holding in top 10

Funds holding in top 10: 4 [Q3] → 5 (+1) [Q4]

17% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 186

11% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 53

1.46% more ownership

Funds ownership: 91.61% [Q3] → 93.07% (+1.46%) [Q4]

1% less funds holding

Funds holding: 543 [Q3] → 538 (-5) [Q4]

5% less capital invested

Capital invested by funds: $12.9B [Q3] → $12.3B (-$644M) [Q4]

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $51 7% upside
• Avg. target: $55 14% upside
• High target: $60 25% upside

6 analyst ratings

• positive: 3 50%
• neutral: 3 50%
• negative: 0 0%

RBC Capital Brad Heffern 47% 1-year accuracy 17 / 36 met price target	13% upside $54	Outperform Maintained	28 Apr 2025
Macquarie Chad Beynon 28% 1-year accuracy 15 / 53 met price target	25% upside $60	Outperform Maintained	25 Apr 2025
Barclays Richard Hightower 52% 1-year accuracy 12 / 23 met price target	13% upside $54	Equal-Weight Maintained	22 Apr 2025
Mizuho Haendel St. Juste 65% 1-year accuracy 11 / 17 met price target	11% upside $53	Neutral Maintained	3 Apr 2025
Citizens Capital Markets Mitch Germain 34% 1-year accuracy 14 / 41 met price target	15% upside $55	Market Outperform Reiterated	1 Apr 2025