Gaming and Leisure PropertiesGLPI
GLPI
About: Gaming and Leisure Properties Inc, or GLP, is a real estate investment property trust whose primary business consists of acquiring, financing, and owning real estate property to be leased to gaming operators in triple-net lease arrangements. The GLPI's portfolio consisted of interests in sixty one gaming and related facilities, the real property associated with thirty four gaming and related facilities operated by PENN, the real property associated with six gaming and related facilities operated by Caesars Entertainment Corporation.
Employees: 19
0
Funds holding %
of 7,407 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
285% more call options, than puts
Call options by funds: $19.7M | Put options by funds: $5.13M
25% more funds holding in top 10
Funds holding in top 10: 4 [Q3] → 5 (+1) [Q4]
17% more repeat investments, than reductions
Existing positions increased: 218 | Existing positions reduced: 186
11% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 53
1.46% more ownership
Funds ownership: 91.61% [Q3] → 93.07% (+1.46%) [Q4]
1% less funds holding
Funds holding: 543 [Q3] → 538 (-5) [Q4]
5% less capital invested
Capital invested by funds: $12.9B [Q3] → $12.3B (-$644M) [Q4]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$51
3%
upside
Avg. target
$54
8%
upside
High target
$56
13%
upside
5 analyst ratings
2 positive
40%
3 neutral
60%
0 negative
0%
Mizuho Haendel St. Juste 65% 1-year accuracy 11 / 17 met price target | 7%upside $53 | Neutral Maintained | 3 Apr 2025 |
Citizens Capital Markets Mitch Germain 24% 1-year accuracy 10 / 41 met price target | 11%upside $55 | Market Outperform Reiterated | 1 Apr 2025 |
Wells Fargo John Kilichowski 61% 1-year accuracy 11 / 18 met price target | 3%upside $51 | Equal-Weight Maintained | 10 Mar 2025 |
Barclays Richard Hightower 36% 1-year accuracy 8 / 22 met price target | 7%upside $53 | Equal-Weight Maintained | 4 Mar 2025 |
RBC Capital Brad Heffern 44% 1-year accuracy 16 / 36 met price target | 13%upside $56 | Outperform Maintained | 24 Feb 2025 |
Financial journalist opinion
Based on 4 articles about GLPI published over the past 30 days
Neutral
GlobeNewsWire
1 week ago
Gaming and Leisure Properties, Inc. Moves First Quarter 2025 Earnings Conference Call to 9:00 A.M. ET
WYOMISSING, Pa., April 08, 2025 (GLOBE NEWSWIRE) -- Gaming and Leisure Properties, Inc. (NASDAQ: GLPI) announced today that the Company will release its 2025 first quarter financial results after the market close on Thursday, April 24, 2025. The Company has moved up the time of its conference call on Friday, April 25, 2025 to 9:00 a.m. ET from 10:00 a.m. ET.
Positive
Seeking Alpha
1 week ago
Gaming and Leisure Properties: Time To Double-Down On This High Yield Bargain
Gaming and Leisure Properties' recent price drop results in a 6.4% yield and presents a buy-the-dip opportunity for income investors. GLPI's resilient portfolio, long-term triple-net leases, and conservative balance sheet drive steady performance and predictable cash flows. Rent escalations and acquisitions drive growth this year, and a forward P/FFO below historical average offers attractive risk-adjusted returns.
Positive
Investors Business Daily
2 weeks ago
This REIT Stock Offers A High Yield For Investors To Consider
Gaming and Leisure owns 68 properties across 20 states that are leased on a long-term basis to casino operators. The post This REIT Stock Offers A High Yield For Investors To Consider appeared first on Investor's Business Daily.
Neutral
GlobeNewsWire
2 weeks ago
Gaming and Leisure Properties, Inc. Schedules First Quarter 2025 Earnings Release and Conference Call
WYOMISSING, Pa., April 01, 2025 (GLOBE NEWSWIRE) -- Gaming and Leisure Properties, Inc. (NASDAQ: GLPI) announced today that the Company will release its 2025 first quarter financial results after the market close on Thursday, April 24, 2025. The Company will host a conference call at 10:00 a.m. ET on Friday, April 25, 2025.
Positive
Seeking Alpha
1 month ago
Gaming and Leisure Properties: Why This 6% Yielding Gaming REIT Is Just As Good As VICI
Gaming and Leisure Properties offers a compelling investment with a higher yield of 6.22% compared to VICI Properties' 5.3%, despite less attention. GLPI's regional focus and solid growth, even amid economic challenges, make it a top income pick with a forward P/AFFO multiple of 12.91x. GLPI is better positioned for economic volatility than VICI, with regional markets performing better than Las Vegas during downturns.
Positive
Seeking Alpha
1 month ago
Winners Of REIT Earnings Season
In Part 2 of our Earnings Recap, we present a sector-by-sector breakdown of the Winners of REIT Earnings Season, discussing incremental positives/negatives and noting the individual standouts. Healthcare REITs were the leaders this earnings season, with results showing robust momentum in senior housing fundamentals, while tenant operator issues improved across other healthcare sub-sectors. Results from Net Lease, Casino, and Residential Mortgage REITs - several of the most rate-sensitive sectors - were also surprisingly steady despite the interest rate turbulence in late 2024.
Positive
Seeking Alpha
1 month ago
Buried Treasures: 4 Dramatically Undervalued REITs
REITs are highly attractive now due to stable or falling interest rates and low inflation, with many offering strong yields while being undervalued. This article identifies 27 REITs yielding at least 75 basis points above the no-risk rate on Treasuries, while selling at discounts of 20% or greater to their Target Fair Value. The list is then screened for dividend safety, to eliminate sucker yields, and for stable revenues, excluding those with flat or declining FFO/share.
Positive
Seeking Alpha
1 month ago
Gaming and Leisure Properties: Accretive Investment Spreads And An Attractive Total Return
We maintain our buy recommendation on Gaming and Leisure Properties, Inc. stock due to a still attractive investment spread and a potential total return that exceeds fair value. With an 8.20% cap rate on recent acquisitions and a weighted average cost of capital of 7.37%, GLPI creates 83 basis points of value in the current environment. GLPI's total return potential of 9.90% materially exceeds the 8.36% hurdle rate given the risk profile of the asset.
Positive
Zacks Investment Research
1 month ago
INN vs. GLPI: Which Stock Is the Better Value Option?
Investors interested in REIT and Equity Trust - Other stocks are likely familiar with Summit Hotel Properties (INN) and Gaming and Leisure Properties (GLPI). But which of these two stocks presents investors with the better value opportunity right now?
Neutral
Seeking Alpha
1 month ago
From Real Property To Intellectual Property: My 15 Years On Seeking Alpha
Over nearly 15 years, I've written 4,300-plus Seeking Alpha articles, focusing on REITs and income stocks, emphasizing principal preservation and "SWAN investing." My journey included covering the evolution of the U.S. equity REIT sector, highlighting companies like STAG Industrial, Digital Realty, and Realty Income. Inspired by mentors and collaborations, I expanded my research to various asset classes, building a larger audience and scaling research businesses like iREIT and Dividend Kings.
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