Gaming and Leisure Properties

GLPI

Market cap $13.4B

Overview Fund Activity

47.38 USD

+0.20

0.42%

At close Updated Sep 17, 4:00 PM EDT

Pre-market

After hours

47.43

+0.05

0.11%

1 day

0.42%

5 days

-1%

1 month

1.78%

3 months

2.78%

6 months

-6.27%

Year to date

-0.82%

1 year

-7.71%

5 years

24.75%

10 years

51.23%

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

Real Estate Specialty REIT

0

Funds holding %

of 7,463 funds

0

Analysts bullish %

of 6 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

262% more call options, than puts

Call options by funds: $41.3M | Put options by funds: $11.4M

40% more funds holding in top 10

Funds holding in top 10: 5 [Q1] → 7 (+2) [Q2]

21% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 188

0.43% less ownership

Funds ownership: 93.48% [Q1] → 93.05% (-0.43%) [Q2]

5% less funds holding

Funds holding: 584 [Q1] → 554 (-30) [Q2]

9% less capital invested

Capital invested by funds: $13.1B [Q1] → $11.9B (-$1.13B) [Q2]

27% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 86

See Fund Rankings

Research analyst outlook

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

Low target

$49

4% upside

Avg. target

$52

10% upside

High target

$59

25% upside

6 analyst ratings

2 positive

33%

4 neutral

67%

0 negative

0%

Mizuho Haendel St. Juste	$50	Neutral Maintained	11 Sep 2025
Scotiabank Greg McGinniss	$50	Sector Perform Maintained	28 Aug 2025
Barclays Richard Hightower	$51	Equal-Weight Maintained	20 Aug 2025
Macquarie Chad Beynon	$59	Outperform Maintained	28 Jul 2025
RBC Capital Brad Heffern	$53	Outperform Maintained	28 Jul 2025
Stifel Simon Yarmak	$49	Hold Maintained	25 Jul 2025

See Analyst Rankings

Financial journalist opinion

Based on 8 articles about GLPI published over the past 30 days

Slacking Into A Rate Cut

U.S. equity markets pushed higher this past week - while short-term benchmark interest rates plunged to three-year lows - after employment data provided decisive evidence of cooling labor markets. Viewed by markets as a "Goldilocks" set of reports, the reports showed slowing - but still positive - job growth in August alongside consistent evidence of cooling wage pressures and emerging slack. A notable milestone after several years of ultra-tight labor markets, the number of job seekers surpassed the number of available job openings for the first time since April 2021.

Slacking Into A Rate Cut

U.S. REITs Raise $4.85B Through At-The-Market Programs In Q2 2025

Proceeds raised by US equity real estate investment trusts through at-the-market offerings dipped sequentially in the second quarter of 2025. Twenty-six US REITs utilized their at-the-market programs during the quarter, raising $4.85 billion in aggregate, down a slight 3.9% from the quarter prior but up 50.7% YoY. By property sector, healthcare REITs raised the majority of proceeds through ATM offerings during Q2, totaling $2.92 billion in aggregate.

U.S. REITs Raise $4.85B Through At-The-Market Programs In Q2 2025

Gaming & Leisure Properties Furthers Tribal Partnership With Accretive Long-Term Financing for Caesars Republic Sonoma County

WYOMISSING, Pa., Sept. 02, 2025 (GLOBE NEWSWIRE) -- Gaming and Leisure Properties, Inc. (NASDAQ: GLPI) (“GLPI”) today announced its $225 million commitment to serve as the lead real estate financing partner for a new, integrated resort, Caesars Republic Sonoma County, that will be developed on the site of the current River Rock Casino.

Gaming & Leisure Properties Furthers Tribal Partnership With Accretive Long-Term Financing for Caesars Republic Sonoma County

A Ranking Of Net-Lease REITs By Investment Spread For Q2 2025

Net-lease REITs remain resilient amid economic uncertainty, with stable interest rates supporting increased investment activity and positive guidance across the sector. Monetary policy (interest rates), not fiscal policy (tariffs), is the key driver for net-lease REIT performance, supporting a bullish outlook for the sector. Investment spread and total return analysis highlight VICI, First Industrial, Agree Realty, and Realty Income as top performers, though First Industrial and VICI have caveats this quarter.

A Ranking Of Net-Lease REITs By Investment Spread For Q2 2025

Gaming and Leisure Properties, Inc. Declares Third Quarter 2025 Cash Dividend of $0.78 Per Share

WYOMISSING, Pa., Aug. 29, 2025 (GLOBE NEWSWIRE) -- Gaming and Leisure Properties, Inc. (NASDAQ: GLPI) (the “Company”), announced today that the Company's Board of Directors has declared the third quarter 2025 cash dividend of $0.78 per share of its common stock. The dividend is payable on September 26, 2025 to shareholders of record on September 12, 2025. The third quarter 2024 cash dividend was $0.76 per share of the Company's common stock.

Gaming and Leisure Properties, Inc. Declares Third Quarter 2025 Cash Dividend of $0.78 Per Share

Gaming And Leisure Properties: Don't Bet On The House, Own It Instead With This 6.5% Yield

GLPI offers a stable ~6.5% dividend yield, strong AFFO, and a well-managed debt schedule, making it attractive for income-focused investors. The company's concentrated tenant base poses risk, but ongoing diversification efforts and resilient master lease structures mitigate many concerns. Upcoming interest rate cuts are a major catalyst, likely boosting cash flow, reducing debt costs, and increasing demand for GLPI's high-yield shares.

Gaming And Leisure Properties: Don't Bet On The House, Own It Instead With This 6.5% Yield

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.

Gaming and Leisure Properties: Buy This 6.5% Yield While It's A Bargain

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.

High Yields, Growth, And Reliable Payouts: 3 REITs For Your Watchlist

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.

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

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.

Disinflation Dividend: REIT Earnings Scorecard

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