Mitsubishi UFJ Asset Management Co. Ltd. Acquires Shares of 547,573 Gaming and Leisure Properties, Inc. $GLPI
Mitsubishi UFJ Asset Management Co. Ltd. has acquired 547,573 shares of Gaming and Leisure Properties, Inc. (GLPI), valued at approximately $24.4 million, making them a new institutional investor in the company. GLPI reported Q2 earnings per share in line with expectations and revenue slightly above estimates, while providing optimistic fiscal year 2026 EPS guidance. Analysts generally maintain a "Moderate Buy" rating for GLPI with an average price target of $49.91, despite some recent target reductions.
BlackRock Inc. Acquires Shares of 35,859,219 Gaming and Leisure Properties, Inc. $GLPI
BlackRock Inc. recently acquired 35,859,219 shares of Gaming and Leisure Properties, Inc. (GLPI) during the second quarter, valued at approximately $1.60 billion, giving it a 12.33% stake. The company reported quarterly EPS of $0.80 and revenue of $430.52 million, an increase of 9% year over year. Analysts maintain a "Moderate Buy" consensus rating for GLPI with an average target price of $49.91.
Gaming And Leisure Properties (GLPI) Could Be 57% Undervalued After Ballys Tenant Risk Jitters
Gaming and Leisure Properties (GLPI) shares recently declined due to concerns about Bally's financial health, their second-largest tenant. Despite this, the company appears significantly undervalued, trading at a P/E of 12.9x against an estimated fair P/E of 33.6x and a discounted cash flow valuation indicating a 56.8% undervaluation. The market seems to be pricing in tenant concentration risk and potential financing setbacks, creating a potential opportunity for investors.
Deutsche Bank AG Takes $151.30 Million Position in Gaming and Leisure Properties, Inc. $GLPI
Deutsche Bank AG has acquired a significant new stake in Gaming and Leisure Properties, Inc. (GLPI), purchasing over 3.39 million shares valued at approximately $151.3 million, giving it a 1.17% ownership. The real estate investment trust reported quarterly EPS in line with estimates and a 9% year-over-year revenue increase, with analysts maintaining a "Moderate Buy" consensus. Insider trading activity included a director's purchase of 10,000 shares and another director's sale of 3,000 shares.
Will Surging Options Volatility Around 2026 Calls Change Gaming and Leisure Properties' (GLPI) Narrative
Options traders have shown significant interest in Gaming and Leisure Properties (GLPI) due to unusually high implied volatility for its October 2026 US$25 call options, suggesting expectations of a substantial stock movement. While GLPI's investment narrative typically centers on its real estate model and steady growth, this volatility introduces short-term uncertainty about potential company-specific events. The article suggests investors consider various perspectives on GLPI's fair value and risks, particularly concerning its development pipeline and funding.
Gaming and Leisure Properties (NASDAQ:GLPI) Director Earl Shanks Acquires 10,000 Shares of Stock
Gaming and Leisure Properties (NASDAQ:GLPI) Director Earl Shanks recently purchased 10,000 shares of the company's stock for $42.24 per share, totaling $422,400. This transaction increased his direct ownership to 107,259 shares, a 10.28% rise. The company reported quarterly revenue of $430.52 million, a 9% year-over-year increase, with EPS matching analyst expectations at $0.80.
Gaming & Leisure Properties director buys 10,000 shares | GLPI Insider Trading
Gaming & Leisure Properties (GLPI) director Earl C. Shanks purchased 10,000 shares of common stock on August 18, 2026, at a price of $42.24 per share. This transaction increases his direct holdings to 107,259 shares, signaling a positive sentiment regarding the company. The Form 4 filing details this open-market purchase and provides transparency on insider trading activity.
Citizens: Bally’s Woes Creating Opportunity with Gaming and Leisure Properties
Despite concerns about Bally's financial health, Citizens Equity Research analyst Mitch Germain believes the recent pullback in Gaming and Leisure Properties (GLPI) shares presents a buying opportunity. Bally's is GLPI's second-largest tenant, and its recent issues, including a Chicago casino construction halt and "going concern" filing, have impacted GLPI's stock. Germain argues these issues are temporary and that GLPI trades at a significant discount, highlighting its strong pipeline and durable rent collection.
Will Surging Options Volatility Around 2026 Calls Change Gaming and Leisure Properties' (GLPI) Narrative
Options traders have recently focused on Gaming and Leisure Properties (GLPI) after unusually high implied volatility was observed in the Oct 16, 2026 US$25 call contract, signaling potential significant movement in the stock. While GLPI's investment narrative typically centers on its resilient real estate model, strong earnings, and dividends, this options activity introduces short-term uncertainty and highlights funding and development execution risks. Investors are encouraged to weigh multiple perspectives and consider various fair value estimates, as the stock might still be trading above its fair value despite recent retreats.
ETFs Investing in Gaming and Leisure Properties, Inc. Stocks
This article lists various ETFs that invest in Gaming and Leisure Properties, Inc. stocks, providing details such as market value, weight, issuer, management style, focus, expense ratio, AUM, price, change percentage, relative volume, and 3-year NAV total return for each fund. The purpose is to help investors identify ETFs that offer exposure to Gaming and Leisure Properties, Inc. as part of a diversified portfolio, highlighting the accessibility and risk mitigation benefits of ETFs.
Gaming and Leisure Properties on Pace for Largest Percent Decrease Since December 2024 -- Data Talk
Gaming and Leisure Properties (GLPI) is currently experiencing its largest percentage decrease since December 2024. The data indicates this significant downtrend, highlighting a notable change in the stock's performance.
Gaming and Leisure Properties (GLPI) Falls 3.9% as Investors Appear to Rotate Out of REITs Despite Solid Recent Results
Gaming and Leisure Properties (GLPI) experienced a 3.9% stock price decline, likely due to broader market pressure on rate-sensitive REITs rather than company-specific issues, as its recent Q2 2026 report showed record results. The drop may stem from rising bond yields, sector weakness, or profit-taking, despite a late-July analyst note lowering a price target but maintaining a positive rating. Insider selling and shifts in institutional holdings, including significant reductions by Bank of America and Cohen & Steers, also factor into the current market sentiment, while a median analyst price target remains at $53.0.
Implied Volatility Surging for Gaming and Leisure Properties Stock Options
Implied volatility for Gaming and Leisure Properties (GLPI) stock options, specifically the Oct 16, 2026 $25 Call, has surged, indicating that the market expects significant price movement. This increased volatility, combined with GLPI's Zacks Rank #2 (Buy) and recent upward revision in earnings estimates by analysts, suggests a potential trading opportunity for options traders looking to sell premium.
Gaming and Leisure Properties on Pace for Largest Percent Decrease Since December 2024 -- Data Talk
Gaming and Leisure Properties, Inc. (GLPI) is currently trading at $42.08, down 3.42%, marking its largest percent decrease since December 2024. The stock is experiencing its worst two-day stretch since July 2026 and is down significantly month-to-date and year-to-date. This performance places GLPI near its 52-week low but still above it.
OneDigital Investment Advisors LLC Invests $4.68 Million in Gaming and Leisure Properties, Inc. $GLPI
OneDigital Investment Advisors LLC has invested $4.68 million in Gaming and Leisure Properties, Inc. (NASDAQ:GLPI), acquiring 105,190 shares. Institutional investors collectively own a significant 91.14% of GLPI's stock, and analysts maintain a "Moderate Buy" consensus with an average price target of $49.91. The company recently reported strong quarterly results with a 9% year-over-year revenue increase and raised its quarterly dividend to $0.82 per share.
GSA Capital Partners LLP Takes Position in Gaming and Leisure Properties, Inc. $GLPI
GSA Capital Partners LLP has acquired a new stake in Gaming and Leisure Properties, Inc. (GLPI), purchasing 61,940 shares valued at approximately $2.76 million. The real estate investment trust (REIT) reported quarterly EPS of $0.80, matching analyst expectations, with revenue increasing 9% year-over-year to $430.52 million. GLPI also increased its quarterly dividend to $0.82 per share, resulting in an annualized yield of about 7.5%, and analysts maintain a "Moderate Buy" rating with an average price target of $49.91.
Gaming and Leisure Properties (NASDAQ:GLPI) Price Target Raised to $50.00
Scotiabank has raised its price target for Gaming and Leisure Properties (NASDAQ:GLPI) to $50.00 from $49.00, maintaining a "sector perform" rating and suggesting a 15.2% upside. The REIT currently holds a "Moderate Buy" consensus rating with an average price target of $50.20 from analysts. This adjustment comes as GLPI reported quarterly earnings that met EPS expectations and exceeded revenue estimates, with institutional investors holding a significant 91.14% stake in the company.
(GLPI) and the Role of Price-Sensitive Allocations
An analysis of Gaming And Leisure Properties Inc. (NASDAQ: GLPI) indicates weak near-term sentiment with elevated downside risk, as no clear price positioning signal or additional long-term support signals remain. The article provides three AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis to guide investors. Current signals are given for positioning and risk parameters.
Did GLPI’s Strong 2026 EPS and Profit Growth Just Shift Gaming and Leisure Properties' Investment Narrative?
Gaming and Leisure Properties (GLPI) reported strong second-quarter 2026 results, with increased sales, revenue, net income, and diluted EPS. This performance, especially the profit growth outpacing revenue, strengthens the investment case for GLPI by supporting dividends and potentially easing concerns about recent equity offerings and project funding. However, risks like project execution, tenant concentration, and balance sheet pressure remain pertinent for investors.
Gaming and Leisure Properties (NASDAQ:GLPI) Given New $48.00 Price Target at Cantor Fitzgerald
Cantor Fitzgerald has lowered its price target for Gaming and Leisure Properties (NASDAQ:GLPI) from $52.00 to $48.00, maintaining a "neutral" rating. Despite the lowered target, which implies an 8.7% upside, GLPI currently holds a consensus "Hold" rating with an average price target of $50.10 from analysts. The real estate investment trust recently reported quarterly EPS of $0.80, meeting estimates, and revenue of $430.52 million, marking a 9% year-over-year increase.
PensionDanmark Pensionsforsikringsaktieselskab Increases Position in Gaming and Leisure Properties, Inc. $GLPI
PensionDanmark Pensionsforsikringsaktieselskab has increased its stake in Gaming and Leisure Properties, Inc. (GLPI) by 35.7% during the second quarter, now owning 92,922 shares valued at approximately $4.14 million. Institutional investors collectively hold 91.14% of the REIT, while analysts maintain a cautious outlook with an average price target of $50.20 against a current share price of $44.14. GLPI reported strong Q2 earnings, meeting EPS estimates and increasing its quarterly dividend to $0.82, offering a 7.4% annualized yield.
Did GLPI’s Strong 2026 EPS and Profit Growth Just Shift Gaming and Leisure Properties' Investment Narrative?
Gaming and Leisure Properties (GLPI) reported strong second-quarter 2026 results with increased sales, revenue, and net income, alongside a rise in diluted EPS. This performance strengthens the company's investment narrative by supporting recent dividend increases and potentially easing concerns about equity offerings and project funding. However, risks like execution challenges for large developments, tenant concentration, and balance sheet pressure still remain.
27,470 Shares in Gaming and Leisure Properties, Inc. $GLPI Purchased by Empowered Funds LLC
Empowered Funds LLC recently acquired 27,470 shares of Gaming and Leisure Properties, Inc. (GLPI), valued at approximately $1.22 million, as disclosed in their latest 13F filing. Institutional investors now own 91.14% of GLPI, which reported quarterly EPS matching estimates and a 9% year-over-year revenue increase. The company also raised its quarterly dividend, reflecting a 7.4% annualized yield, despite analysts maintaining a "Hold" rating with an average price target of $50.20.
Gaming and Leisure Properties (GLPI) Back In Focus As Q2 Earnings Put Valuation On Watch
Gaming and Leisure Properties (GLPI) is back in focus after its Q2 2026 earnings showed improved financials. Despite a recent share price decline, the stock appears significantly undervalued with a P/E ratio of 13.3x compared to an industry average of 28.9x and a fair value estimate of $100.32 against a current share price of $44.14. Investors are encouraged to consider tenant concentration risks and interest rate changes, alongside the company's strong long-term performance.
Gaming and Leisure Properties (GLPI) Back In Focus As Q2 Earnings Put Valuation On Watch
Gaming and Leisure Properties (GLPI) is back in focus after reporting strong Q2 2026 earnings, showing increases in sales, revenue, net income, and EPS. Despite a recent share price dip, the stock appears significantly undervalued with a Price-to-Earnings ratio of 13.3x compared to an industry average of 28.9x and a discounted cash flow fair value estimate of $100.32 against a current share price of $44.14. Investors are encouraged to consider tenant concentration risk and interest rate shifts while evaluating the investment opportunity.
Gaming and Leisure Properties, (GLPI) Stock forecasts
Argus has lowered its target price for Gaming and Leisure Properties Inc. (GLPI) to $49.00. GLPI, a self-administered and self-managed Pennsylvania real estate investment trust (REIT), currently has a stock price of $44.14. The report was published on August 5, 2026.
How Stronger First-Half Profitability At Gaming and Leisure Properties (GLPI) Has Changed Its Investment Story
Gaming and Leisure Properties (GLPI) reported strong first-half 2026 results with significant increases in revenue and net income, reinforcing its investment narrative as a specialized REIT with consistent earnings. While this profitability supports dividend increases and may ease some balance sheet concerns, the company still faces risks associated with high debt and its business model's reliance on the gaming industry's health and regulatory environment. Investors are encouraged to consider both the income appeal and balance sheet risks, as fair value estimates vary widely.
GAMING AND LEISURE PROPERTIES INC : RBC CUTS TARGET PRICE TO $52 FROM $54
RBC Capital Markets has reduced its price target for Gaming and Leisure Properties Inc (NASDAQ:GLPI) shares from $54 to $52. The firm has maintained its Outperform rating on the stock. This adjustment reflects a revised valuation perspective by the analyst.
GAMING AND LEISURE PROPERTIES INC : RBC CUTS TARGET PRICE TO $52 FROM $54
RBC has reduced its target price for Gaming and Leisure Properties Inc (GLPI.O) from $54 to $52. This financial adjustment was reported by Reuters. The article provides only this specific detail regarding the target price cut.
RBC Capital Maintains Gaming and Leisure Properties Inc(GLPI.US) With Buy Rating, Cuts Target Price to $52
RBC Capital has reiterated its Buy rating on Gaming and Leisure Properties Inc (GLPI.US) but has adjusted its price target downwards to $52 from the previous target. This indicates a continued positive outlook on the company despite the revised price expectation.
GAMING AND LEISURE PROPERTIES INC : RBC CUTS TARGET PRICE TO $52 FROM $54
RBC Capital Markets has reduced its target price for Gaming and Leisure Properties Inc (GLPI.O) to $52 from $54. This adjustment indicates a slightly less optimistic outlook from the analyst firm regarding the company's future stock performance. The news was reported by Reuters.
RBC Capital Adjusts Gaming and Leisure Properties Price Target to $52 From $54, Maintains Outperform Rating
RBC Capital has adjusted its price target for Gaming and Leisure Properties (GLPI) to $52, down from $54, while maintaining an Outperform rating on the stock. The article mentions recent financial updates for the company, including Q2 2026 earnings and revised 2026 guidance, and highlights the company's business model as a REIT focused on leasing properties to gaming operators.
Gaming and Leisure Properties Q2 Earnings Call Highlights
Gaming and Leisure Properties (GLPI) reported a strong Q2 2026 with a 10% increase in adjusted funds from operations (AFFO), driven by acquisitions and lease escalators. The company raised its quarterly dividend by 5% and provided optimistic guidance for 2026 AFFO. Management also discussed its development pipeline, M&A strategy, and the resilient outlook for the regional gaming market.
GLPI CEO terms gambling “bulletproof”
GLPI CEO Peter Carlino asserted the gambling industry is "bulletproof" and a stable investment, despite negative press. He highlighted strong consumer demand and GLPI's robust financial position, while executives remained cautious about potential M&A deals with MGM and Caesars, and the divestiture of Churchill Downs properties. The company also discussed current projects like Bally's Las Vegas and Chicago, addressing concerns about igaming's impact on brick-and-mortar casinos.
Gaming & Leisure Properties reports record Q2 revenue $430.5M, AFFO per share $1.03; raises 2026 AFFO midpoint
Gaming & Leisure Properties (GLPI) announced record-breaking second-quarter results for 2026, with total revenue of $430.5 million and net income of $234.9 million. The company reported AFFO of $1.03 per diluted share and raised its 2026 AFFO per share guidance midpoint to $4.11. Additionally, GLPI increased its quarterly dividend to $0.82 per share and detailed significant investments in tenant developments and acquisitions.
Gaming & Leisure Properties, Inc. (GLPI) Q2 2026 Earnings
Gaming & Leisure Properties, Inc. (GLPI) reported its Q2 2026 earnings, beating analyst estimates for both EPS and revenue. The company also raised its full-year AFFO guidance and increased its dividend by 5.1%. A $2 billion development pipeline, including Bally's Chicago, is expected to drive continued revenue growth through 2028.
Gaming and Leisure Properties, Inc.: Gaming and Leisure Properties Reports Record Second Quarter Results and Updates 2026 Full Year Guidance
Gaming and Leisure Properties, Inc. (GLPI) announced record financial results for the second quarter ended June 30, 2026, with significant increases in total revenue, AFFO, and Adjusted EBITDA. The company also raised its full-year 2026 AFFO per share guidance and increased its quarterly dividend. These strong results are attributed to recent acquisitions, development projects, and a disciplined underwriting approach, with GLPI anticipating further growth through 2027 and into 2028.
How Stronger First-Half Profitability At Gaming and Leisure Properties (GLPI) Has Changed Its Investment Story
Gaming and Leisure Properties (GLPI) reported stronger first-half 2026 profitability, with net income rising to US$460.25 million, reinforcing its investment narrative as a specialized REIT providing consistent earnings. While this boosts sentiment and supports dividend increases, it doesn't eliminate key risks like high debt and reliance on the gaming industry's health. Investors should weigh both income appeal and balance sheet risks, as fair value estimates vary significantly despite the recent strong earnings.
How Stronger First-Half Profitability At Gaming and Leisure Properties (GLPI) Has Changed Its Investment Story
Gaming and Leisure Properties (GLPI) reported stronger profitability in the first half of 2026, with net income rising to US$460.25 million. This improvement reinforces its investment narrative of stable earnings from casino leases and supports dividend increases. While boosting sentiment, the company still faces risks related to high debt and its dependence on the gaming industry's health.
Gaming and Leisure Properties, Inc. (NASDAQ:GLPI) Receives Consensus Recommendation of "Hold" from Analysts
Eleven analysts have issued ratings for Gaming and Leisure Properties, Inc. (GLPI), resulting in a consensus "Hold" recommendation with an average 12-month price target of $50.50. Despite strong recent operating results, including record Q2 revenue and raised 2026 EPS guidance, the company's dividend payout ratio is elevated at 104.13%, yielding 7.3%. Recent insider selling and significant institutional investment activity were also noted.
Gaming and Leisure Properties Reports Record Second Quarter Results and Updates 2026 Full Year Guidance
Gaming and Leisure Properties Inc. (GLPI) announced record second quarter 2026 financial results, with increased revenue, AFFO, and Adjusted EBITDA. The company also updated its full-year 2026 AFFO per share guidance upwards and increased its quarterly dividend. These strong results are attributed to strategic acquisitions, development projects, and robust tenant relationships within the regional gaming sector.
GLPI revenue and profits surge in second quarter
Gaming & Leisure Properties Inc. (GLPI) reported a significant increase in revenue and profitability during the second quarter of 2026, with total revenue rising to $430.5 million and profits reaching $234.9 million. The company also raised its quarterly dividend to $0.82 per share and plans substantial development funding, reflecting strong growth and a healthy outlook for the regional gaming sector. CEO Peter Carlino highlighted robust operator relationships and a strong pipeline for future growth.
Gaming and Leisure Properties (NASDAQ:GLPI) Releases FY 2026 Earnings Guidance
Gaming and Leisure Properties (GLPI) has provided FY 2026 EPS guidance of $4.10–$4.12, surpassing the analyst consensus of $4.01. The company's recent quarterly results met EPS expectations at $0.80 and exceeded revenue estimates with $430.5 million. Despite a 2.8% drop in shares to $44.71, analysts maintain a "Hold" rating with an average price target of $50.50, and GLPI also raised its quarterly dividend to $0.82 per share, resulting in a 7.3% yield.
GLPI raises dividend to $0.82; $191M went to tenant projects
Gaming and Leisure Properties (GLPI) reported record second-quarter 2026 results with total revenue up 9.0% to $430.5 million and a 10.1% increase in AFFO to $304.0 million. The company raised its quarterly dividend by 5.1% to $0.82 per share and updated its full-year 2026 AFFO guidance to $4.10–$4.12 per diluted share, reflecting significant investments in tenant development projects. GLPI's strong financial performance is attributed to strategic acquisitions, tenant facility upgrades, and a disciplined underwriting approach, with total 2026 development spending projected to be between $750 million and $800 million.
Gaming & Leisure Properties, Inc. Q2 2026: Revenue $430.5M, EPS $0.8— 10-Q Summary
Gaming & Leisure Properties, Inc. (GLPI) reported strong second-quarter 2026 results with revenue of $430.5 million and diluted EPS of $0.80. This performance represents a 9% year-over-year revenue increase and a 48.1% gain in EPS, driven by recent acquisitions, lease escalations, and development activities. The company highlights strong master lease rent coverage and ongoing progress in key development projects.
Gaming and Leisure Properties: Q2 Earnings Snapshot
Gaming and Leisure Properties Inc. (GLPI) reported its second-quarter financial results, surpassing Wall Street expectations for profitability. The real estate investment trust announced funds from operations of $1.03 per share, exceeding analyst estimates of $1.02, and reported net income of $228.4 million. The company's revenue of $430.5 million also beat Street forecasts.
Gaming and Leisure Properties, Inc. $GLPI Shares Acquired by Quantinno Capital Management LP
Quantinno Capital Management LP significantly increased its stake in Gaming and Leisure Properties, Inc. (GLPI) by 95.1% during the first quarter, now owning 1,559,449 shares valued at $69,193,000. Other hedge funds also acquired new positions in the real estate investment trust. Additionally, a director recently sold 3,000 shares, while analysts have a consensus "Hold" rating on the stock with an average target price of $50.50, and the company recently increased its quarterly dividend.
Gaming and Leisure Properties, Inc. Revenue Breakdown – BX:2GL
Gaming and Leisure Properties, Inc. (BX:2GL) generated 1.26 billion CHF in revenue last year, primarily from its Rental segment, which accounted for 1.08 billion CHF. The company's revenue distribution by country shows that the United States was the greatest contributor, bringing in 1.26 billion CHF. This data highlights the critical role of rental operations and the U.S. market in the company's financial performance.
Gaming and Leisure Properties (GLPI) Following A Recent Share Price Move Is The Stock Cheap
Gaming and Leisure Properties (GLPI) has seen renewed investor interest following a recent share price move to $45.17. Despite a muted year-long performance, its current Price-to-Earnings ratio of 14.4x suggests it is undervalued compared to industry averages and an estimated fair P/E of 34.6x. A discounted cash flow model also indicates potential undervaluation, with an estimated future value of $99.83 against the current share price.
SummitTX Capital L.P. Has $11.65 Million Holdings in Gaming and Leisure Properties, Inc. $GLPI
SummitTX Capital L.P. significantly increased its stake in Gaming and Leisure Properties, Inc. (NASDAQ:GLPI) by 23.3% in the first quarter, now holding 262,670 shares valued at $11.65 million. This comes as the REIT exceeded Q1 earnings and revenue expectations and raised its quarterly dividend to $0.82 per share, reflecting a 7.3% yield. Analysts currently rate GLPI with a "Moderate Buy" and an average price target of $51.27.
