Illinois Municipal Retirement Fund Has $488,000 Stock Position in Gaming and Leisure Properties, Inc. $GLPI

Illinois Municipal Retirement Fund lowered its position in shares of Gaming and Leisure Properties, Inc. (NASDAQ:GLPI) by 79.3% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 10,478 shares of the real estate investment trust’s stock after selling 40,149 shares during the period. Illinois Municipal Retirement Fund’s holdings in Gaming and Leisure Properties were worth $488,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also added to or reduced their stakes in GLPI. Spire Wealth Management raised its stake in Gaming and Leisure Properties by 62.3% in the 3rd quarter. Spire Wealth Management now owns 620 shares of the real estate investment trust’s stock worth $29,000 after purchasing an additional 238 shares in the last quarter. MassMutual Private Wealth & Trust FSB increased its holdings in shares of Gaming and Leisure Properties by 89.3% during the third quarter. MassMutual Private Wealth & Trust FSB now owns 655 shares of the real estate investment trust’s stock worth $31,000 after purchasing an additional 309 shares during the period. Quent Capital LLC bought a new position in shares of Gaming and Leisure Properties during the third quarter worth approximately $31,000. Bayforest Capital Ltd raised its position in shares of Gaming and Leisure Properties by 412.1% in the third quarter. Bayforest Capital Ltd now owns 676 shares of the real estate investment trust’s stock valued at $32,000 after buying an additional 544 shares in the last quarter. Finally, Elevation Point Wealth Partners LLC bought a new stake in shares of Gaming and Leisure Properties in the second quarter valued at approximately $39,000. 91.14% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In related news, SVP Steven Ladany sold 18,000 shares of the business’s stock in a transaction on Wednesday, December 31st. The shares were sold at an average price of $44.77, for a total transaction of $805,860.00. Following the transaction, the senior vice president owned 65,099 shares in the company, valued at $2,914,482.23. The trade was a 21.66% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. In the last quarter, insiders sold 36,864 shares of company stock worth $1,650,906. 4.26% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on the company. Barclays upped their target price on Gaming and Leisure Properties from $52.00 to $53.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. Mizuho set a $50.00 price target on Gaming and Leisure Properties and gave the company an “outperform” rating in a research note on Wednesday, December 17th. Morgan Stanley upped their price objective on shares of Gaming and Leisure Properties from $52.00 to $53.00 and gave the stock an “equal weight” rating in a research report on Wednesday, December 24th. UBS Group reissued a “buy” rating on shares of Gaming and Leisure Properties in a report on Thursday, January 8th. Finally, Scotiabank dropped their target price on shares of Gaming and Leisure Properties from $50.00 to $48.00 and set a “sector perform” rating for the company in a research report on Monday, February 2nd. Six equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $51.86.

More Gaming and Leisure Properties News

Here are the key news stories impacting Gaming and Leisure Properties this week:

• Positive Sentiment: Record Q4 and FY‑2025 results — revenue, FFO and AFFO improved year‑over‑year and GLPI beat consensus FFO for the quarter, supporting growth narrative. GLPI Press Release
• Positive Sentiment: Aggressive 2026 guidance — GLPI set AFFO guidance of $4.06–$4.11 per share (or $1.207–$1.222bn AFFO), well above consensus, which may support upside to estimates if delivery is credible. 2026 Guidance
• Positive Sentiment: Dividend maintained — Board declared a $0.78 quarterly dividend (ex‑dividend/record/payable dates disclosed), keeping a high yield that attracts income investors. Dividend Article
• Positive Sentiment: Active portfolio and accretive transactions — recent acquisitions and development funding (e.g., Bally’s Twin River Lincoln, Live! Virginia land purchase, funding for Bally’s Chicago) expand rental base and future cash flow potential. Transaction Details
• Neutral Sentiment: Earnings call/transcript posted — full call transcript is available for investors wanting management color on guidance, pipeline and financing assumptions. Earnings Call Transcript
• Neutral Sentiment: Short‑interest data in feeds shows zero/NaN entries (likely erroneous) — no actionable short squeeze signal from this dataset. (Report entries showed 0 shares / NaN changes.)
• Negative Sentiment: Insider selling and institutional reshuffling — recent reports note insider sales and large institutional portfolio moves (some big reductions and additions), which can increase downward pressure or create volatility. Quiver / Insider Activity
• Negative Sentiment: Large funding pipeline and financing risk — management flagged ~ $2.6bn of future capital outlays and noted a difficult transaction/financing environment; execution and ability to fund projects without equity are key risks that could pressure shares if financing costs rise. Funding Commitments
• Negative Sentiment: Potential near‑term dilution — the company notes an anticipated settlement of ~$363.3M of forward equity on June 1, 2026; investors should watch dilution and how proceeds are used. Forward Equity Note

Gaming and Leisure Properties Stock Performance

Gaming and Leisure Properties stock opened at $47.25 on Friday. The business has a 50 day moving average of $45.33 and a 200-day moving average of $45.43. The company has a market capitalization of $13.37 billion, a P/E ratio of 16.24, a P/E/G ratio of 2.61 and a beta of 0.67. Gaming and Leisure Properties, Inc. has a 1 year low of $41.17 and a 1 year high of $52.24. The company has a debt-to-equity ratio of 1.47, a current ratio of 13.23 and a quick ratio of 13.23.

Gaming and Leisure Properties (NASDAQ:GLPI) last posted its quarterly earnings data on Thursday, February 19th. The real estate investment trust reported $0.99 earnings per share for the quarter, beating analysts’ consensus estimates of $0.98 by $0.01. The business had revenue of $407.03 million during the quarter, compared to the consensus estimate of $406.02 million. Gaming and Leisure Properties had a return on equity of 17.26% and a net margin of 52.24%.Gaming and Leisure Properties’s quarterly revenue was up 4.5% on a year-over-year basis. During the same period in the prior year, the business posted $0.95 earnings per share. Gaming and Leisure Properties has set its FY 2026 guidance at 4.060-4.110 EPS. On average, equities research analysts predict that Gaming and Leisure Properties, Inc. will post 3.81 earnings per share for the current year.

Gaming and Leisure Properties Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, March 27th. Shareholders of record on Friday, March 13th will be paid a $0.78 dividend. The ex-dividend date of this dividend is Friday, March 13th. This represents a $3.12 annualized dividend and a yield of 6.6%. Gaming and Leisure Properties’s payout ratio is 107.22%.

Gaming and Leisure Properties Profile

Gaming and Leisure Properties, Inc (NASDAQ: GLPI) is a real estate investment trust (REIT) specializing in the ownership and management of gaming and entertainment properties. Established in 2013 as a spin-off from Penn National Gaming, the company was designed to acquire and hold real estate assets associated with casinos, racetracks and other gaming facilities, while leasing those assets back to operating partners under long-term, triple-net lease agreements.

The company’s core activities involve identifying attractive gaming real estate, structuring lease agreements that align tenant incentives with property performance, and actively managing its portfolio to enhance asset value.