Gaming and Leisure Properties (NASDAQ:GLPI) Announces Earnings Results, Beats Estimates By $0.01 EPS

Gaming and Leisure Properties (NASDAQ:GLPI) posted its earnings results on Thursday. The real estate investment trust reported $0.99 earnings per share for the quarter, topping analysts’ consensus estimates of $0.98 by $0.01, Briefing.com reports. The company had revenue of $407.03 million during the quarter, compared to analyst estimates 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 revenue was up 4.5% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.95 earnings per share. Gaming and Leisure Properties updated its FY 2026 guidance to 4.060-4.110 EPS.

Gaming and Leisure Properties Price Performance

Shares of GLPI opened at $47.25 on Friday. The company has a debt-to-equity ratio of 1.47, a current ratio of 13.23 and a quick ratio of 13.23. The company’s fifty day moving average price is $45.33 and its 200-day moving average price is $45.43. Gaming and Leisure Properties has a 1-year low of $41.17 and a 1-year high of $52.24. The firm has a market capitalization of $13.37 billion, a PE ratio of 16.24, a price-to-earnings-growth ratio of 2.61 and a beta of 0.67.

Gaming and Leisure Properties Announces Dividend

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

Gaming and Leisure Properties News Summary

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

Insider Buying and Selling

In other Gaming and Leisure Properties news, SVP Steven Ladany sold 13,409 shares of the business’s stock in a transaction dated Wednesday, January 7th. The stock was sold at an average price of $45.04, for a total transaction of $603,941.36. Following the sale, the senior vice president owned 57,886 shares in the company, valued at approximately $2,607,185.44. The trade was a 18.81% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Over the last ninety days, insiders sold 36,864 shares of company stock worth $1,650,906. Insiders own 4.26% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the company. First Trust Advisors LP raised its position in Gaming and Leisure Properties by 78.7% during the 2nd quarter. First Trust Advisors LP now owns 283,963 shares of the real estate investment trust’s stock worth $13,255,000 after buying an additional 125,098 shares during the last quarter. Cerity Partners LLC increased its stake in shares of Gaming and Leisure Properties by 18.6% in the second quarter. Cerity Partners LLC now owns 10,233 shares of the real estate investment trust’s stock worth $478,000 after acquiring an additional 1,608 shares during the period. Bank of Nova Scotia increased its stake in shares of Gaming and Leisure Properties by 16.6% in the second quarter. Bank of Nova Scotia now owns 18,603 shares of the real estate investment trust’s stock worth $868,000 after acquiring an additional 2,646 shares during the period. AXA S.A. raised its holdings in shares of Gaming and Leisure Properties by 478.5% during the second quarter. AXA S.A. now owns 39,543 shares of the real estate investment trust’s stock worth $1,846,000 after purchasing an additional 32,708 shares during the last quarter. Finally, Squarepoint Ops LLC lifted its position in Gaming and Leisure Properties by 276.2% during the second quarter. Squarepoint Ops LLC now owns 70,459 shares of the real estate investment trust’s stock valued at $3,289,000 after purchasing an additional 51,731 shares during the period. 91.14% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

GLPI has been the subject of a number of analyst reports. Mizuho set a $50.00 price objective on Gaming and Leisure Properties and gave the stock an “outperform” rating in a research note on Wednesday, December 17th. Cantor Fitzgerald decreased their price target on shares of Gaming and Leisure Properties from $51.00 to $49.00 and set a “neutral” rating for the company in a research report on Thursday, November 6th. UBS Group reaffirmed a “buy” rating on shares of Gaming and Leisure Properties in a research report on Thursday, January 8th. Weiss Ratings reiterated a “hold (c)” rating on shares of Gaming and Leisure Properties in a research note on Thursday, January 22nd. Finally, Stifel Nicolaus set a $48.50 target price on shares of Gaming and Leisure Properties in a research report on Thursday, February 12th. Six equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat.com, Gaming and Leisure Properties currently has a consensus rating of “Moderate Buy” and a consensus price target of $51.86.

Gaming and Leisure Properties Company 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.