VICI Properties

VICI

Market cap $30.4B

VICI Properties (VICI) reported earnings 30 days ago. What's next for the stock?

Retirement investing is becoming more urgent and challenging due to Social Security risks, persistent inflation, and extreme equity market concentration. The TOLL model - focusing on tangible assets, oligopoly, low incremental capital intensity, and long-duration cash flows - offers a robust framework for building resilient portfolios. I favor total return TOLL stocks like LandBridge and Texas Pacific Land and income-oriented mineral rights and midstream companies such as Viper Energy and Topaz Energy.

VICI Properties is the largest REIT focused on experiential properties. Over the past 5 years, the share price declined 9%, and the total return was 18%.

Realty Income, VICI Properties, and CareTrust REIT offer income reliability and stability amid macro uncertainty and rising inflation. O trades at a forward P/AFFO of 14.12x, below its five-year average, with a 5%-plus yield and strong fundamentals, making it attractive for income investors. VICI offers a 6.16% yield, 19% upside potential, and a 75% payout ratio, supported by prudent leverage and resilience despite Las Vegas headwinds.

Every month, we screen for high-yield but safe and consistent dividend growth stocks using Seeking Alpha quant grades, narrowing to top-yielding, fundamentally sound names. Over the long term, dividend growers can help to combat the negative impacts of inflation and help to grow wealth. However, not every name that comes up based on the screening is worthwhile; we do an initial cursory look to see what names could be worth further research.

REITs present attractive value, thanks in part to a shortage of new supply and relative immunity to AI disruption, and are outperforming the S&P 500 YTD. This article identifies 25 high-yield REITs with current yields at least 75 basis points above the "no-risk" rate on Treasuries. The list is then screened for dividend safety, FFO growth, and balance sheet quality to arrive at a final list of 5 companies, each offering safe yields above 5.25%.

VICI Properties' shares look like they are trading at a discounted valuation relative to its historical trading level and attractive dividend yield. While I'm long a position already, I've been writing put options lately to generate some additional 'income' nearly every month this year. This can provide an attractive alternative to income-focused investors combined with or in place of buying shares outright today.

I highlight the top ten ReFa/Ro dividend dogs for April 2026, all offering dividends from $1,000 invested that exceed their share price. Analyst 1-year targets project 23.15% to 71.69% net gains for these high-yield stocks by April 2027, with an average estimated gain of 46.15%. Five lowest-priced ReFa/Ro dogs are expected to outperform, delivering 21.96% higher gains versus the full top ten, per analyst targets.

Surging oil prices and hotter inflation reports reignited rate-hike concerns, sending Treasury yields to one-year highs as the Iran conflict remained stalemated despite the highly anticipated Trump-Xi summit.

Rose's Income Garden portfolio targets high-yield, quality dividend stocks across 10 sectors, emphasizing value and credit quality. Current high-yield sector picks include MO, BMY, AES, VZ, GPC, and VICI, each with yields above 4.5% and favorable valuation or growth profiles. RIG's forward yield exceeds 6.09%, with YTD performance at 8.39%, outpacing SPY's 0.99% yield and focusing on undervalued dividend payers.