Lasalle Investment Management Securities LLC Decreases Stock Position in VICI Properties Inc. $VICI

Lasalle Investment Management Securities LLC cut its holdings in VICI Properties Inc. (NYSE:VICI) by 6.0% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 2,214,477 shares of the company’s stock after selling 140,173 shares during the period. VICI Properties makes up 2.8% of Lasalle Investment Management Securities LLC’s investment portfolio, making the stock its 16th largest position. Lasalle Investment Management Securities LLC’s holdings in VICI Properties were worth $72,214,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the business. VIRGINIA RETIREMENT SYSTEMS ET Al lifted its stake in VICI Properties by 2.4% during the 3rd quarter. VIRGINIA RETIREMENT SYSTEMS ET Al now owns 3,466,757 shares of the company’s stock valued at $113,051,000 after acquiring an additional 81,300 shares during the period. Arrowstreet Capital Limited Partnership raised its holdings in shares of VICI Properties by 5.4% during the second quarter. Arrowstreet Capital Limited Partnership now owns 2,381,529 shares of the company’s stock valued at $77,638,000 after purchasing an additional 122,796 shares during the last quarter. Swedbank AB lifted its position in VICI Properties by 4.0% during the third quarter. Swedbank AB now owns 4,874,730 shares of the company’s stock valued at $158,965,000 after purchasing an additional 188,690 shares during the period. Allianz Asset Management GmbH boosted its holdings in VICI Properties by 11.7% in the third quarter. Allianz Asset Management GmbH now owns 27,986,645 shares of the company’s stock worth $912,644,000 after purchasing an additional 2,937,039 shares during the last quarter. Finally, Citigroup Inc. grew its position in VICI Properties by 117.1% in the 3rd quarter. Citigroup Inc. now owns 3,136,663 shares of the company’s stock worth $102,287,000 after purchasing an additional 1,691,653 shares during the period. 97.71% of the stock is currently owned by hedge funds and other institutional investors.

VICI Properties Trading Up 1.5%

Shares of NYSE:VICI opened at $30.22 on Friday. The stock has a 50 day moving average of $28.65 and a 200 day moving average of $30.19. The company has a market cap of $32.30 billion, a PE ratio of 11.58, a price-to-earnings-growth ratio of 3.00 and a beta of 0.70. The company has a current ratio of 3.60, a quick ratio of 3.60 and a debt-to-equity ratio of 0.60. VICI Properties Inc. has a 12-month low of $27.48 and a 12-month high of $34.03.

VICI Properties (NYSE:VICI) last released its earnings results on Wednesday, February 25th. The company reported $0.57 EPS for the quarter, missing analysts’ consensus estimates of $0.60 by ($0.03). The firm had revenue of $1.01 billion for the quarter, compared to the consensus estimate of $1.01 billion. VICI Properties had a return on equity of 10.09% and a net margin of 69.28%.VICI Properties’s revenue was up 3.8% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.57 EPS. VICI Properties has set its FY 2026 guidance at 2.420-2.450 EPS. As a group, equities research analysts expect that VICI Properties Inc. will post 2.31 EPS for the current year.

VICI Properties Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, January 8th. Investors of record on Wednesday, December 17th were paid a dividend of $0.45 per share. The ex-dividend date was Wednesday, December 17th. This represents a $1.80 dividend on an annualized basis and a dividend yield of 6.0%. VICI Properties’s payout ratio is 68.97%.

Trending Headlines about VICI Properties

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

• Positive Sentiment: Q4 AFFO grew ~6.8% year‑over‑year and met/beat key cash‑flow metrics, supporting distribution coverage and the REIT’s income story. VICI Properties’ Q4 AFFO Meet Estimates
• Positive Sentiment: VICI reported >$4 billion in revenue for 2025 and highlighted large new commitments and casino transactions that expand its Las Vegas exposure and diversify cash flows. VICI Properties surpasses $4bn in revenue in 2025
• Positive Sentiment: Management outlined ~$2.1B of new 2025 commitments and set an AFFO ambition (up to $2.625B for 2026), indicating active capital deployment and a path to higher recurring cash flow. VICI targets up to $2.625B 2026 AFFO
• Positive Sentiment: Short interest fell meaningfully in February (~14% decline), reducing one source of downward pressure and potentially supporting the share price on rebounds. Market data on short interest
• Neutral Sentiment: Analyst/commentary pieces highlight VICI as a value/high‑yield REIT pick if rates ease; valuation looks attractive to some income investors, supporting medium‑term interest. 2026 Could Be The Year REITs Rip
• Negative Sentiment: Management issued FY‑2026 EPS guidance (2.420–2.450) below consensus (~2.66), a soft guide that weighs on upside expectations for 2026. FY 2026 guidance update
• Negative Sentiment: Revenue slightly missed some estimates and certain non‑gaming/golf income declined, and analysts flagged tenant concentration risk — these items are reasons for caution. Q4 and full‑year results

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on VICI. Evercore reissued an “in-line” rating and set a $32.00 price target (down from $36.00) on shares of VICI Properties in a report on Monday, December 1st. Weiss Ratings reaffirmed a “hold (c)” rating on shares of VICI Properties in a report on Monday, December 29th. Barclays lowered their target price on VICI Properties from $37.00 to $33.00 and set an “overweight” rating on the stock in a report on Wednesday, December 3rd. The Goldman Sachs Group dropped their target price on VICI Properties from $38.00 to $34.00 and set a “buy” rating on the stock in a research report on Friday, November 28th. Finally, Wells Fargo & Company restated an “equal weight” rating and set a $32.00 price target (down from $36.00) on shares of VICI Properties in a research note on Tuesday, November 18th. Nine investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, VICI Properties currently has a consensus rating of “Moderate Buy” and an average target price of $33.85.

About VICI Properties

VICI Properties (NYSE: VICI) is a publicly traded real estate investment trust (REIT) that specializes in experiential real estate, with a primary focus on gaming, hospitality and entertainment assets. The company acquires, owns and manages a portfolio of destination properties and leases those assets to operators under long-term agreements, generating rental income and partnering on property development and capital projects. VICI was formed in connection with the restructuring of Caesars Entertainment and has since grown through acquisitions and strategic transactions to expand its footprint in the gaming and leisure sector.

The company’s portfolio is concentrated in major U.S.