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 7,312 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
1,426% more call options, than puts
Call options by funds: $48.8M | Put options by funds: $3.2M
102% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 42
25% more repeat investments, than reductions
Existing positions increased: 223 | Existing positions reduced: 178
20% more funds holding in top 10
Funds holding in top 10: 5 [Q4 2024] → 6 (+1) [Q1 2025]
7% more funds holding
Funds holding: 543 [Q4 2024] → 582 (+39) [Q1 2025]
6% more capital invested
Capital invested by funds: $12.3B [Q4 2024] → $13B (+$715M) [Q1 2025]
0.06% less ownership
Funds ownership: 93.22% [Q4 2024] → 93.17% (-0.06%) [Q1 2025]
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
9%
upside
High target
$60
26%
upside
6 analyst ratings
2 positive
33%
4 neutral
67%
0 negative
0%
Mizuho Haendel St. Juste | 0%upside $48 | Neutral Maintained | 16 Jun 2025 |
Wells Fargo John Kilichowski | 3%upside $49 | Equal-Weight Maintained | 2 Jun 2025 |
Scotiabank Greg McGinniss | 0%upside $48 | Sector Perform Maintained | 12 May 2025 |
RBC Capital Brad Heffern | 13%upside $54 | Outperform Maintained | 28 Apr 2025 |
Macquarie Chad Beynon | 26%upside $60 | Outperform Maintained | 25 Apr 2025 |
Financial journalist opinion
Based on 6 articles about GLPI published over the past 30 days
Positive
Seeking Alpha
5 days ago
REITs Score Key Tax Bill Wins
U.S. equity markets closed the Independence Day week at record highs after Congress approved the GOP's sweeping tax cut and spending megabill, while employment data indicated "Goldilocks" labor market trends. The Big Beautiful Bill extends and enhances key elements of the 2017 tax cuts and boosts State and Local Tax ("SALT") deductions, while overhauling eligibility requirements for government benefits programs. The real estate and homebuilding industry scored some key "wins" in the legislation, which made permanent the 20% QBI deduction for REIT dividend income and relaxed some REIT tax rules.
Positive
Seeking Alpha
6 days ago
5 Relatively Secure And Cheap Dividend Stocks, Yields Up To 9% (July 2025)
This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering significant discounts to their historical norms. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks. In addition to the primary list that yields 4.3%, we present two other groups of five DGI stocks each, from moderate to high yields of up to 9%.
Neutral
GlobeNewsWire
1 week ago
Gaming and Leisure Properties, Inc. Schedules Second Quarter 2025 Earnings Release and Conference Call
WYOMISSING, Pa., July 03, 2025 (GLOBE NEWSWIRE) -- Gaming and Leisure Properties, Inc. (NASDAQ: GLPI) announced today that the Company will release its 2025 second quarter financial results after the market close on Thursday, July 24, 2025. The Company will host a conference call at 10:00 a.m. ET on Friday, July 25, 2025.
Neutral
Seeking Alpha
2 weeks ago
The State Of REITs: June 2025 Edition
REITs saw a month of recovery in May (+2.08%), but still have a long way to go to get back into the black in 2025 with an average -7.33% return. Micro cap REITs (-0.73%) continued to struggle, while small caps (+4.28%), mid-caps (+1.83%) and large caps (+0.91%) saw gains. 62.58% of REIT securities had a positive total return in May.
Positive
Seeking Alpha
3 weeks ago
Gaming and Leisure Properties: Sleep Well With This Cheap 6.6% Yield
GLPI offers a 6.6% yield and trades at a discounted 11.98x forward P/AFFO, making it an attractive buy for reliable income. Solid year-over-year growth in AFFO, revenue, and EBITDA, plus a 2.6% dividend increase, highlight management's ability to deliver steady cash flow. GLPI's regional focus and sound balance sheet provide resilience amid economic uncertainty, with a manageable payout ratio and strong liquidity.
Positive
Seeking Alpha
3 weeks ago
4 U.S., Canadian REITs Hike Dividend Payments In May
Two publicly listed real estate investment trusts in the US declared increases to their regular dividends in May, according to S&P Global Market Intelligence data. Two Canadian REITs declared dividends in May. The dividend hikes in May brought the number of publicly traded US REITs that have declared increases to their regular dividends in the first five months of 2025 to 41 companies, representing 26.1% of the REIT industry.
Neutral
Seeking Alpha
1 month ago
Tariffs On, Tariffs Off
US equity markets rallied this week, capping off the best monthly gains since November 2023, as investors weighed encouraging inflation data against a whipsaw of court rulings on tariffs. Extending the on-again-off-again tariff saga, a trade court ruled that the tariffs were procedurally invalid, but an Appeals court paused the block, likely sending the decision to the Supreme Court. Rebounding from declines of 2.6% last week, the S&P 500 rallied 1.8% this week, closing within 4% of its February record highs.
Neutral
GlobeNewsWire
1 month ago
Gaming and Leisure Properties, Inc. Declares Increased Second Quarter 2025 Cash Dividend of $0.78 Per Share
WYOMISSING, Pa., May 16, 2025 (GLOBE NEWSWIRE) -- Gaming and Leisure Properties, Inc. (NASDAQ: GLPI) (the “Company”), announced today that at its meeting yesterday the Company's Board of Directors declared the second quarter 2025 cash dividend of $0.78 per share of its common stock, marking an increase of $.02 per share per quarter from the prior level. The dividend is payable on June 27, 2025 to shareholders of record on June 13, 2025. The second quarter 2024 cash dividend was $0.76 per share of the Company's common stock. Based on yesterday's closing price of $46.89 per share of common stock, on an annualized basis, the new dividend payout reflects a yield of 6.65%.
Neutral
Seeking Alpha
2 months ago
A Ranking Of Net-Lease REITs By Investment Spread For Q1 2025
In Q1 2025, VICI, GLPI, Agree, and Realty Income generated positive investment spreads and total returns exceeding their cost of equity, making them attractive investments. EPRT and STAG have negative investment spreads and total returns below their cost of equity, making them less favorable investment options. This analysis uses cap rates and the weighted average cost of capital to estimate investment spreads. We also compare total returns to the cost of equity to measure accretion.
Positive
Seeking Alpha
2 months ago
Buy The Dip: 3 Stocks Getting Way Too Cheap
We are likely headed into a recession. Cyclical stocks have sold off significantly. Some of them are now deeply undervalued and could present significant upside potential in a future recovery.
Charts implemented using Lightweight Charts™