36,774 VICI Properties Inc. $VICI Shares Acquired by Park Avenue Securities LLC

Park Avenue Securities LLC increased its position in shares of VICI Properties Inc. (NYSE:VICI) by 59.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 98,868 shares of the company’s stock after acquiring an additional 36,774 shares during the period. Park Avenue Securities LLC’s holdings in VICI Properties were worth $2,271,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of VICI. BlackRock Inc. acquired a new position in VICI Properties in the 2nd quarter worth about $3,433,817,000. Bank of America Corp DE acquired a new stake in shares of VICI Properties during the 2nd quarter valued at about $778,709,000. Legal & General Group Plc bought a new stake in shares of VICI Properties in the 2nd quarter valued at approximately $366,514,000. Man Group plc bought a new stake in shares of VICI Properties in the 2nd quarter valued at approximately $318,249,000. Finally, Hsbc Holdings PLC bought a new stake in shares of VICI Properties in the 2nd quarter valued at approximately $281,629,000. Institutional investors and hedge funds own 97.71% of the company’s stock.

Trending Headlines about VICI Properties

Here are the key news stories impacting VICI Properties this week:

• Positive Sentiment: VICI authorized a $2 billion share buyback, equivalent to roughly 7.7% of its shares, which could support per-share growth and signal that management views the stock as undervalued. VICI Q3 Earnings Call Highlights: Buybacks and Caesars Lease Risks
• Positive Sentiment: Management raised fiscal 2026 guidance to $2.470-$2.480 in EPS, broadly matching the $2.470 consensus estimate. Adjusted funds from operations (AFFO) per share increased 4.3%, while third-quarter AFFO of $0.62 per share was reported as in line with estimates. VICI Properties Q3 FFO Meet Estimates, Revenues Beat on Lease Growth
• Positive Sentiment: Third-quarter revenue rose 5.8% year over year to approximately $1.07 billion, exceeding consensus expectations on continued lease growth. The shares also recently moved above their 50-day moving average, a potentially favorable short-term technical signal. VICI Recently Broke Out Above the 50-Day Moving Average
• Neutral Sentiment: The headline earnings picture was mixed: reported EPS of $0.31 declined from $0.60 a year earlier and missed the $0.72 consensus, while the more relevant REIT operating metric, AFFO, held up better. Higher expenses contributed to the discrepancy.
• Negative Sentiment: VICI recorded a roughly $458 million increase in its credit-loss allowance, much of it related to Caesars Entertainment. Investors remain concerned about Caesars’ refinancing needs, lease obligations and credit quality, creating uncertainty around VICI’s largest tenant exposure. Vici Properties Q3 Earnings Hampered by Market Headwinds, Caesars Lease Unknowns

VICI Properties Stock Performance

VICI opened at $24.48 on Friday. The company has a debt-to-equity ratio of 0.57, a quick ratio of 1.98 and a current ratio of 2.35. The company has a market cap of $26.95 billion, a PE ratio of 11.23 and a beta of 0.65. The stock has a 50-day moving average of $24.16 and a 200-day moving average of $26.96. VICI Properties Inc. has a 52-week low of $22.42 and a 52-week high of $30.83.

VICI Properties (NYSE:VICI) last issued its quarterly earnings data on Wednesday, October 28th. The company reported $0.31 earnings per share for the quarter, missing analysts’ consensus estimates of $0.72 by ($0.41). VICI Properties had a net margin of 56.46% and a return on equity of 8.10%. The company had revenue of $1.07 billion during the quarter, compared to the consensus estimate of $1.06 billion. During the same period in the previous year, the business posted $0.60 earnings per share. The firm’s revenue was up 5.8% on a year-over-year basis. As a group, equities research analysts forecast that VICI Properties Inc. will post 2.47 earnings per share for the current fiscal year.

VICI Properties Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, October 8th. Shareholders of record on Thursday, September 17th were issued a dividend of $0.46 per share. This represents a $1.84 annualized dividend and a yield of 7.5%. This is a boost from VICI Properties’s previous quarterly dividend of $0.45. The ex-dividend date was Thursday, September 17th. VICI Properties’s dividend payout ratio is 84.40%.

Analyst Upgrades and Downgrades

VICI has been the topic of a number of research reports. Stifel Nicolaus cut their price objective on shares of VICI Properties from $34.00 to $30.75 and set a “buy” rating on the stock in a research report on Thursday. Citizens Jmp dropped their price target on shares of VICI Properties from $35.00 to $31.00 and set a “market outperform” rating on the stock in a research note on Friday, October 2nd. JPMorgan Chase & Co. downgraded shares of VICI Properties from an “overweight” rating to a “neutral” rating and set a $30.00 price target on the stock. in a report on Thursday, September 24th. Citigroup restated a “market outperform” rating on shares of VICI Properties in a report on Thursday. Finally, Deutsche Bank Aktiengesellschaft set a $30.00 price objective on shares of VICI Properties in a research note on Friday, July 31st. Eight investment analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat.com, VICI Properties has an average rating of “Moderate Buy” and a consensus price target of $29.61.

VICI Properties Profile

VICI Properties Inc (NYSE:VICI) is a real estate investment trust that owns and manages experiential properties, with a primary focus on gaming, hospitality and entertainment destinations. The company’s portfolio includes the real estate associated with well-known casinos, resorts, racetracks and golf facilities.

VICI generally leases its properties to gaming and entertainment operators through long-term, triple-net lease agreements. Its tenants operate the properties and are typically responsible for property-level expenses such as maintenance, insurance and taxes, while VICI focuses on owning, maintaining and expanding its real estate portfolio.

The company was established in 2017 as part of the restructuring of Caesars Entertainment Operating Company.