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 7,296 funds
0
Analysts bullish %
of 7 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] → 581 (+38) [Q1 2025]
6% more capital invested
Capital invested by funds: $12.3B [Q4 2024] → $13B (+$713M) [Q1 2025]
0.07% less ownership
Funds ownership: 93.22% [Q4 2024] → 93.15% (-0.07%) [Q1 2025]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$48
4%
upside
Avg. target
$53
15%
upside
High target
$60
30%
upside
7 analyst ratings
3 positive
43%
4 neutral
57%
0 negative
0%
Wells Fargo John Kilichowski | 6%upside $49 | Equal-Weight Maintained | 2 Jun 2025 |
Scotiabank Greg McGinniss | 4%upside $48 | Sector Perform Maintained | 12 May 2025 |
RBC Capital Brad Heffern | 17%upside $54 | Outperform Maintained | 28 Apr 2025 |
Macquarie Chad Beynon | 30%upside $60 | Outperform Maintained | 25 Apr 2025 |
Barclays Richard Hightower | 17%upside $54 | Equal-Weight Maintained | 22 Apr 2025 |
Financial journalist opinion
Based on 3 articles about GLPI published over the past 30 days
Positive
Seeking Alpha
19 hours 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 week 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
4 weeks 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
1 month 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
1 month 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.
Positive
Seeking Alpha
1 month ago
Tensions Ease Ahead Of Critical Week
US equity markets resumed their recovery this week from the "liberation day" plunge after the White House negotiated trade deals with several nations and indicated plans to ease China tariffs. Trimming its drawdown to around 10% from its mid-February highs, the S&P 500 rallied 4.6% this week - erasing an early-week dip with four-straight days of gains. After posting significant outperformance last week, real estate equities were among the laggards this week despite a solid start to REIT earnings season and a much-needed retreat in benchmark rates.
Neutral
Seeking Alpha
1 month ago
Gaming and Leisure Properties, Inc. (GLPI) Q1 2025 Earnings Call Transcript
Gaming and Leisure Properties, Inc. (NASDAQ:GLPI ) Q1 2025 Earnings Conference Call April 25, 2025 9:00 AM ET Company Participants Joseph Jaffoni - Investor Relations Peter Carlino - Chairman of the Board and Chief Executive Officer Brandon Moore - President, Chief Operating Officer and Secretary Desiree Burke - Chief Financial Officer and Treasurer Steven Ladany - Sr. Vice President, Chief Development Officer Matthew Demchyk - Sr. Vice President, Chief Investment Officer Conference Call Participants Greg McGinniss - Scotiabank Ronald Kamdem - Morgan Stanley Anthony Paolone - JPMorgan Smedes Rose - Citi Todd Thomas - KeyBanc Jay Kornreich - Wedbush Securities Barry Jonas - Truist Securities Mitch Germain - JMP Securities Richard Hightower - Barclays Daniel Guglielmo - Capital One Securities Chad Beynon - Macquarie Ravi Vaidya - Mizuho Robin Farley - UBS Caitlin Burrows - Goldman Sachs Operator Greetings, and welcome to the Gaming and Leisure Properties First Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode.
Positive
Zacks Investment Research
1 month ago
Gaming and Leisure Properties (GLPI) Q1 FFO Match 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 $0.92 per share a year ago.
Neutral
GlobeNewsWire
1 month ago
Gaming And Leisure Properties Reports First Quarter 2025 Results and Updates 2025 Full Year Guidance
WYOMISSING, Pa., April 24, 2025 (GLOBE NEWSWIRE) -- Gaming and Leisure Properties, Inc. (NASDAQ: GLPI) (“GLPI” or the “Company”) today announced financial results for the quarter ended March 31, 2025.
Neutral
GlobeNewsWire
2 months ago
Gaming and Leisure Properties, Inc. Moves First Quarter 2025 Earnings Conference Call to 9:00 A.M. ET
WYOMISSING, Pa., April 08, 2025 (GLOBE NEWSWIRE) -- Gaming and Leisure Properties, Inc. (NASDAQ: GLPI) announced today that the Company will release its 2025 first quarter financial results after the market close on Thursday, April 24, 2025. The Company has moved up the time of its conference call on Friday, April 25, 2025 to 9:00 a.m. ET from 10:00 a.m. ET.
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