Gaming and Leisure Properties, Inc. (NASDAQ:GLPI) Q4 2025 Earnings Call Transcript
Gaming and Leisure Properties, Inc. (GLPI) discussed its Q4 2025 earnings, highlighting a strong pipeline with $2.6 billion in future capital commitments for the next 24 months and improved AFFO guidance for 2026. The company addressed recent acquisitions like Bally's Lincoln and ongoing developments in Chicago and Virginia, while also discussing its leverage position and strategy for future growth amidst market dynamics and tenant relationships.
VICI Properties Inc: The REIT Wall Street Can’t Stop Watching
VICI Properties Inc. is highlighted as a compelling net-lease REIT focused on entertainment and gaming properties like those on the Las Vegas Strip. The article emphasizes its strong cash flow, consistent dividend growth, and long-term lease structures as key attractions for income-focused investors. It also discusses the balance between its appeal as a steady income play and the potential risks associated with interest rate sensitivity and sector concentration.
GLPI “open for business” in New York City
Gaming & Leisure Properties Inc. (GLPI) is actively exploring investment opportunities in New York City's burgeoning casino market, particularly interested in Bally's Bronx and other potential projects, but emphasizes that its loans would require partial ownership or purchase options. Despite Bally's current negative cash flow and stock trading at a discount, GLPI maintains a long-term view, citing ongoing development and confidence in properties like Bally's Chicago and the planned Las Vegas resort. The company also discussed other market dynamics, including Virginia's potential igaming legislation and the Canadian casino market, while asserting that their investment decisions are not solely based on interest rates or a tenant's balance sheet percentage.
VICI Properties Inc: The REIT Wall Street Can’t Stop Watching
VICI Properties Inc. is a net-lease REIT specializing in entertainment and gaming properties like those on the Las Vegas Strip, collecting rent from long-term leases with built-in escalators. This model provides steady cash flow and attractive dividends, making it a watched income play for US investors seeking yield and real estate exposure without direct casino risk. While offering defensive qualities against rate volatility and a growing experiential portfolio, investors should consider its interest-rate sensitivity and concentration in the gaming sector.
Vanguard Group Inc. Trims Holdings in Las Vegas Sands Corp. $LVS
Vanguard Group Inc. reduced its stake in Las Vegas Sands Corp. by 2.0% in Q3, selling 844,847 shares, but still owning 42,227,167 shares valued at $2.27 billion. The casino operator exceeded Q4 earnings estimates with $0.85 EPS and $3.65 billion in revenue, and increased its quarterly dividend to $0.30. Despite significant insider selling totaling approximately $207 million, analysts maintain a "Moderate Buy" rating with a consensus price target of $68.55.
7 Days: Your guide to Las Vegas (Feb. 22-28)
This article provides a day-by-day guide to activities and dining in Las Vegas from February 22-28, 2026. It highlights attractions such as Mama Rabbit for National Margarita Day, The Range 702, Saginaw’s Delicatessen, Shark Reef Aquarium, Edge Steakhouse, a Jim Jefferies performance, and Omega Mart. The guide offers a diverse range of experiences for visitors to the city.
Illinois Municipal Retirement Fund Cuts Stake in MGM Resorts International $MGM
The Illinois Municipal Retirement Fund significantly reduced its stake in MGM Resorts International by 64.3% in Q3, selling 41,838 shares and retaining 23,231 shares valued at $805,000. Despite this, institutional investors collectively own about 68.11% of MGM, with IAC Inc. notably increasing its holding by 1.70%. MGM reported strong quarterly earnings, beating expectations with $1.60 EPS and $4.61 billion in revenue, and currently holds a consensus "Hold" rating with an average target price of $41.94.
Alkami Technology Stock To $12?
Alkami Technology (ALKT) stock has dropped significantly by 25.6% in less than a month, falling from $22.41 to $16.67. Trefis suggests the stock could fall further, possibly to $12, citing historical data where similar sharp dips often led to negative median returns for the subsequent 12-month period. Despite these concerns, ALKT passes basic financial quality checks regarding revenue growth, profitability, and cash flow.
Las Vegas Sands Stock Pops on Macau Momentum – Is the Rally Just Starting?
Las Vegas Sands stock is rallying due to a strong rebound in Macau and increased price targets from Wall Street analysts. The company, which is now a pure-play on Asia's high-end gaming and tourism, is seeing renewed interest from US investors as it transitions into a cash-generating Asia leisure infrastructure story with an improving income profile. However, investors should be aware of risks such as China and Macau policy, concession obligations, interest rate sensitivity, and geopolitical sentiment.
Royal Caribbean's CEO is using AI to predict how many hamburgers you'll eat—and to compete with Orlando, Vegas and Taylor Swift
Royal Caribbean Group's CEO, Jason Liberty, is using AI to transform its operations, moving beyond traditional cruising to compete with broader experience providers like Orlando, Vegas, and even Taylor Swift concerts. The company leverages AI for everything from predicting food production to personalizing customer experiences and managing 15 million price points daily, leading to a 15% stock increase and 2026 bookings already at two-thirds capacity. This tech-driven strategy aims to create a "lifetime of vacations" by catering to changing customer demographics and preferences for experiential spending.
Las Vegas Sands (LVS) is a Top-Ranked Growth Stock: Should You Buy?
The article discusses whether Las Vegas Sands (LVS) is a good investment as a top-ranked growth stock. It notes that Zacks Investment Research has given it a favorable ranking. The piece encourages readers to download a full report for further analysis on LVS and other potential investment opportunities. |
Magna International (TSE:MG) Upgraded at Canadian Imperial Bank of Commerce
Canadian Imperial Bank of Commerce upgraded Magna International (TSE:MG) from a "hold" to a "strong-buy" rating, and BMO Capital Markets also improved its rating to "strong-buy." Despite these upgrades, the average analyst price target of C$61.00 is significantly below the current share price of C$91.58. The company recently reported quarterly EPS of C$2.99 on C$14.89 billion in revenue and has a "Moderate Buy" consensus rating.
Analysts Have Conflicting Sentiments on These Consumer Cyclical Companies: Las Vegas Sands (LVS) and Savers Value Village Inc. (SVV)
Analysts hold conflicting views on two consumer cyclical companies: Las Vegas Sands (LVS) and Savers Value Village Inc. (SVV). Shaun Kelley from Bank of America Securities maintained a Hold rating on LVS, while Jeremy Hamblin from Craig-Hallum reiterated a Buy rating on SVV. The overall consensus for LVS is Moderate Buy, and for SVV, it is Strong Buy.
Royal Caribbean Stock: Deep Discount Or Sinking Ship?
This article analyzes Royal Caribbean (RCL) stock, exploring whether it presents a deep discount opportunity or is a sinking ship. It highlights RCL's strategic investments, strong booking trends, impressive operating margins, and modest valuation, while also discussing the bear and bull cases regarding potential price wars and capacity increases from competitors. The piece concludes by suggesting alternative stocks and emphasizing the importance of a robust asset allocation framework for wealth management.
Caesars Entertainment Cheers Investors With Strong Digital Earnings and Vegas Stability
Caesars Entertainment reported mixed Q4 2025 results, with revenue at the top end of forecasts but a miss on EPS due to a high debt load and struggles in its Las Vegas land-based casinos. The Digital segment, however, significantly outperformed with record revenue and adjusted EBITDA. While Las Vegas operations faced a slight slowdown, management highlighted strong occupancy rates and anticipates a recovery in Q1, and the company continues its deleveraging efforts while hinting at potential share buybacks.
MGM Goodwill Charge And Heavy Buybacks Reshape Per Share Outlook
MGM Resorts International (NYSE:MGM) recently reported a goodwill impairment charge in Q4 2025 and continued its significant share buyback program. These actions affect the company's balance sheet presentation and reduce the share count, impacting per-share metrics. While the goodwill charge is minor compared to revenue, the buybacks have retired over 66 million shares, raising questions about financial flexibility given high debt and lower profit margins, but also offering potential for future EPS growth if earnings forecasts are met.
Pool Corp to Report Q4 Earnings: What's in the Offing for the Stock?
Pool Corporation (POOL) is set to announce its Q4 2025 earnings on February 19, with expectations of a 2.1% increase in EPS and a 1.1% rise in revenue year-over-year. The company's performance is driven by resilient maintenance demand, new pool construction trends, its POOL360 digital platform, and strategic acquisitions. Analysts predict an earnings beat due to a positive Earnings ESP and a Zacks Rank #3.
Stock Traders Buy Large Volume of Caesars Entertainment Call Options (NASDAQ:CZR)
Caesars Entertainment (NASDAQ:CZR) experienced unusual options trading on Tuesday, with investors purchasing 19,839 call options, a 49% increase from the typical daily volume. The stock traded up $0.21, reaching $18.35, but its trading volume was lower than average. Caesars Entertainment currently holds a "Moderate Buy" rating from analysts with a consensus target price of $34.61, despite recent downgrades from some firms.
Las Vegas Sands Stock Rose 35% Last Year: Here’s Where Shares Could Go in 2026
Las Vegas Sands (LVS) stock rose 35% last year, and this article analyzes its future potential, forecasting a target price of $75 by December 2028 from its current $57, representing a 31% upside or 10% annualized return. This projection hinges on Marina Bay Sands sustaining record EBITDA and Macau reversing its 390 basis point margin compression. Key factors include CEO Patrick Dumont's leadership, Macau's market recovery, and maintaining promotional discipline.
Goodyear Fell 14% This Week. Here’s How Much the Stock Could Rise in 2026
Goodyear Tire & Rubber Company (GT) stock fell 14% this week due to cautious Q1 guidance despite strong Q4 results, with management projecting a 10% fall in Q1 volume and a $60 million overhead headwind. Analyst models suggest GT is undervalued with a target price of $13, implying a 35% upside, driven by new product launches, commercial truck recovery, and continued balance sheet improvement rather than aggressive revenue growth. The company’s future performance is expected to rely on margin recovery through product mix and cost discipline, as well as deleveraging.
Strip casino giant posts double-digit percentage income drop in 2025
Caesars Entertainment Inc. reported a significant financial decline in 2025, with net revenue from its Las Vegas operations down 4.7% and net income plummeting by 19.6% to $703 million. This downturn, mirrored by competitor MGM Resorts, is largely attributed to weakening tourism in Las Vegas, which saw a 7.5% drop in visitation from 2024. Despite these figures, Caesars CEO Tom Reeg remains optimistic, viewing the situation as normal economic cyclicality rather than a crisis or customer pushback on pricing.
Zweig DiMenna Associates LLC Invests $11.43 Million in Las Vegas Sands Corp. $LVS
Zweig DiMenna Associates LLC has invested $11.43 million in Las Vegas Sands Corp. ($LVS) by purchasing 212,500 shares during the third quarter. This comes amidst significant insider selling, with COO Patrick Dumont and CFO Randy Hyzak offloading shares totaling millions. Despite this, Las Vegas Sands reported strong quarterly earnings, exceeding analyst expectations, and increased its quarterly dividend.
Patrick Dumont to take helm at Las Vegas Sands as CEO and chairman
Patrick Dumont is set to become the CEO and Chairman of Las Vegas Sands on March 1, 2026, succeeding Robert G. Goldstein, who will transition to a senior advisor role. Dumont, who has been with the company since 2010, will also chair Sands China Ltd. and continue to oversee significant development projects, including a major investment in Singapore and operations in Macao.
Patrick Dumont Appointed CEO and Chairman of Las Vegas Sands Corp
Patrick Dumont has been appointed as the new Chairman and CEO of Las Vegas Sands Corp., effective March 1, 2026, succeeding Robert G. Goldstein. Dumont, with over 25 years of experience and a history with Sands since 2010, has been instrumental in the company's growth strategy, including an $8 billion project in Singapore. His leadership is expected to drive the company's expansion in key markets, focusing on innovation, customer-centric development, and sustainability.
Patrick Dumont has been appointed Chairman and Chief Executive Officer (CEO) at Las Vegas Sands Corp.
Las Vegas Sands Corp. announced that Patrick Dumont will assume the roles of Chairman and Chief Executive Officer effective March 1, 2026. He will succeed Robert G. Goldstein, who will transition to a senior advisor position. Dumont has been with the company since 2010, serving as president and chief operating officer since January 2021, and has been instrumental in significant investment programs, including an $8 billion project in Singapore.
Public Sector Pension Investment Board Has $9.07 Million Position in Park National Co. $PRK
The Public Sector Pension Investment Board increased its stake in Park National Co. (PRK) by 12.2% during the third quarter, bringing its total holdings to 55,782 shares valued at approximately $9.07 million. Other institutional investors also adjusted their positions in PRK. Park National Co. recently declared a quarterly dividend of $1.10, with an annualized dividend of $4.40, yielding about 2.5%, and current analyst ratings suggest a "Moderate Buy" with a consensus target price of $181.50.
Pool Corp to Report Q4 Earnings: What's in the Offing for the Stock?
Pool Corporation (POOL) is set to report its fourth-quarter 2025 earnings on February 19, with analysts expecting an increase in EPS and revenues. The company's performance is anticipated to be boosted by strong maintenance and replacement demand, stabilizing new pool construction, and strategic growth initiatives including acquisitions and digital platform adoption. According to the Zacks model, Pool Corp is predicted to beat earnings estimates, holding a positive Earnings ESP and a Zacks Rank #3.
Las Vegas Sands names Patrick Dumont as its new CEO
Las Vegas Sands has appointed Patrick Dumont as its new Chief Executive Officer. This move signifies a change in leadership at the prominent casino and resort company.
MGM Resorts International $MGM Shares Sold by Todd Asset Management LLC
Todd Asset Management LLC significantly reduced its stake in MGM Resorts International (NYSE:MGM) by 24.1% in the third quarter, selling 206,258 shares to now own 649,829 shares valued at $22.52 million. Despite this, several other large institutions increased their positions, and institutional ownership stands at 68.11%. MGM recently surpassed quarterly earnings estimates, reporting $1.60 EPS on $4.61 billion in revenue, though analysts currently rate the stock as a "Hold" with a consensus target price of $41.94 against its trading price near $34.
Las Vegas Sands confirms Patrick Dumont as new CEO
Las Vegas Sands has officially appointed Patrick Dumont as its new CEO and chairman, effective March 1. Dumont, who has been with Sands for over 16 years, will succeed Robert Goldstein, who is stepping down but will remain as a senior advisor until March 2028. This leadership change follows a successful 2025 for Sands, which saw significant growth in net revenue and profit, and the company continues to express optimism for future expansion in Singapore and Macau.
VanEck’s Gaming ETF Faces Headwinds as Industry Leader Cuts Outlook
The VanEck Gaming ETF experienced selling pressure due to cautious forecasts from DraftKings, a major industry player, despite the sector achieving profitability last year. DraftKings' updated projections for 2026 fell short of analyst consensus, leading to a reassessment of growth for the entire gaming industry. The ETF's portfolio composition shows a mixed picture, with some holdings like Aristocrat Leisure and VICI Properties providing stability against the volatility of online operators.
Cibc World Market Inc. Sells 21,434 Shares of Las Vegas Sands Corp. $LVS
Cibc World Market Inc. decreased its stake in Las Vegas Sands Corp. by 27.8% in Q3, selling 21,434 shares and retaining 55,754 shares valued at $2.999 million. This comes amidst significant insider selling, with major shareholders and directors offloading over 3 million shares in the last 90 days. Despite the selling, the company has seen positive corporate developments, including a new chairman & CEO, analyst upgrades, a strong Q4 earnings beat, and an increased quarterly dividend.
Las Vegas Sands Confirms Patrick Dumont as CEO & Chair, Goldstein Steps Down
Las Vegas Sands has announced Patrick Dumont as its new chairman and chief executive officer, effective March 1, 2026. Dumont, who was previously president and COO, will also chair Sands China. He succeeds Robert G. Goldstein, who will transition to a senior advisor role until March 2028, continuing to support the company.
Earnings To Watch: Caesars Entertainment (CZR) Reports Q4 Results Tomorrow
Caesars Entertainment (CZR) is set to report its Q4 earnings on Tuesday after the bell. Analysts expect a 3% year-on-year revenue growth to $2.88 billion, with an adjusted loss of -$0.23 per share. The company has a history of missing Wall Street's revenue estimates, and its stock is down 19.9% over the last month, trading significantly below the average analyst price target.
Dallas Mavericks Co-Owner Named CEO of Las Vegas Sands
Patrick Dumont, co-owner of the Dallas Mavericks, has been appointed CEO of Las Vegas Sands, a global casino operator. This move solidifies the connection between professional sports ownership and large-scale gaming operations, with Dumont replacing Robert Goldstein as CEO. The appointment signals continuity for Las Vegas Sands as it focuses on its Asian integrated resorts and explores future expansion opportunities.
Dallas Mavericks co-owner named CEO of Las Vegas Sands Casino
The Dallas Mavericks co-owner has been appointed as the new CEO of Las Vegas Sands Casino. Further details regarding this significant leadership change were not provided in the snippet. The article was published on February 15, 2026, at 9:15 AM CST.
Rhumbline Advisers Has $38.88 Million Stake in Las Vegas Sands Corp. $LVS
Rhumbline Advisers has reduced its stake in Las Vegas Sands Corp. (LVS) by 6.3%, now holding 722,834 shares valued at $38.88 million. The company recently appointed Patrick Dumont as chairman and CEO, reported a strong earnings beat with Q4 EPS of $0.85 and revenue up 26%, and increased its quarterly dividend to $0.30. Despite insider sales totaling over $207 million in the last 90 days, analysts maintain a "Moderate Buy" rating with an average price target of $68.55.
Wealthfront Advisers LLC Has $2.58 Million Holdings in Las Vegas Sands Corp. $LVS
Wealthfront Advisers LLC significantly increased its stake in Las Vegas Sands Corp. (LVS) by 163.7% in Q3, now holding shares worth $2.58 million. This comes as Las Vegas Sands reported better-than-expected earnings of $0.85 per share and $3.65 billion in revenue, prompting analysts to forecast 2.6 EPS for the current year. The company also announced a quarterly dividend increase to $0.30 per share and the appointment of Patrick Dumont as chairman & CEO.
Las Vegas Sands names Patrick Dumont as new chairman and CEO
Las Vegas Sands (NYSE:LVS) has announced that Patrick Dumont will take over as chairman and CEO starting March 1, 2026, succeeding Robert G. Goldstein. Dumont, currently president and COO, brings extensive experience and has been instrumental in the company's investment programs in Macao and Singapore, including an $8 billion project. This change follows the company's strong Q4 2025 earnings, which beat revenue and EPS expectations.
Public Sector Pension Investment Board Boosts Holdings in Caesars Entertainment, Inc. $CZR
The Public Sector Pension Investment Board significantly increased its stake in Caesars Entertainment, Inc. by 1,794% in the third quarter, now owning 811,297 shares valued at approximately $21.9 million. Several other major institutional investors also increased or initiated positions, pushing institutional ownership to nearly 91.79%. Despite analyst sentiment being a "Moderate Buy" with a $34.61 consensus price target, recent downgrades from some firms like Jefferies signal caution.
Dallas Mavericks Owner Patrick Dumont appointed chairman, CEO of Las Vegas Sands
Patrick Dumont, co-owner of the Dallas Mavericks, has been appointed chairman and CEO of Las Vegas Sands, effective March 1. He will succeed Robert G. Goldstein, who will become a senior advisor. Dumont, who is Sheldon Adelson's son-in-law and has been with the company since 2010, expressed his commitment to building on the company's legacy and maximizing investments.
Las Vegas Sands Promotes Patrick Dumont To Succeed Robert Goldstein As Chairman And CEO
Las Vegas Sands Corp. announced that Patrick Dumont will take over as Chairman and CEO, effective March 1, 2026, succeeding Robert Goldstein. Dumont, who has been with the company since 2010 and served as President and COO since 2021, will also chair Sands China Ltd. Goldstein will transition to a senior advisor role through March 2028.
Las Vegas Sands names Patrick Dumont as new chairman and CEO
Las Vegas Sands announced that Patrick Dumont will become its new chairman and CEO, effective March 1. Dumont, who is the son-in-law of Sands' majority owner Miriam Adelson, has been the company's president and chief operating officer since 2021. He will succeed Robert G. Goldstein, who will transition to a senior adviser role.
Las Vegas gaming giant affirms promotion for incoming CEO effective March 1
Las Vegas Sands Corp. has affirmed that Patrick Dumont, currently president and chief operating officer, will assume the roles of chairman and CEO on March 1, 2026. He will succeed Rob Goldstein, who will transition to a senior adviser position until March 2028. Dumont will also become chairman of Sands China Ltd. and expressed his honor in leading the iconic company and building upon its legacy.
Patrick Dumont confirmed as new Chairman and CEO of Las Vegas Sands, Chairman of Sands China
Patrick Dumont has been officially appointed as the new Chairman and CEO of Las Vegas Sands Corp (LVS), effective March 1, 2026. He will also serve as Chairman of Sands China Ltd. Dumont, currently President and Chief Operating Officer, succeeds Robert Goldstein and aims to build on the company's legacy by focusing on growth and enhancing product offerings and customer experience in Macau and Singapore.
Patrick Dumont confirmed as new Chairman and CEO of Las Vegas Sands, Chairman of Sands China
Las Vegas Sands Corp (LVS) has announced that Patrick Dumont will become its new Chairman and CEO, effective March 1, 2026. Dumont, currently President and Chief Operating Officer, will succeed Robert Goldstein, who will transition to a senior advisory role. He has also been appointed Chairman of the company’s Macau subsidiary, Sands China Ltd.
Dr. Miriam Adelson, Mark Davis to be inducted into Nevada Business Hall of Fame
Dr. Miriam Adelson, the largest shareholder of Las Vegas Sands Corp., and Mark Davis, owner of the Raiders and Aces, are set to be inducted into the Nevada Business Hall of Fame. This recognition, sponsored by UNLV's Lee Business School, celebrates individuals who have significantly influenced Nevada's economy and communities through their entrepreneurial spirit, innovation, and dedication. The article highlights their extensive business ventures and philanthropic efforts in the region.
Red Rock Resorts (RRR) Earnings Growth And 9.3% Margin Test Bullish Narratives
Red Rock Resorts (RRR) closed FY 2025 with Q4 revenue of US$511.8 million and basic EPS of US$0.76, reporting a 9.3% net margin and 22.1% earnings growth over the past year. While analyst consensus anticipates higher margins and revenue by 2028, the company's current performance relies more on margin improvements than rapid top-line growth. The article examines both bullish and bearish narratives, noting concerns about debt coverage and capital expenditure risks despite a potentially undervalued P/E ratio.
Melco Resorts & Entertainment Limited (NASDAQ:MLCO) Q4 2025 Earnings Call Transcript
Melco Resorts & Entertainment Limited (NASDAQ:MLCO) reported strong Q4 and full-year 2025 results, with group property EBITDA growing 17% in 2025. The company highlighted significant recovery and growth in Macau, driven by enhanced customer experience and a strong start to 2026. Despite competitive pressures in the Philippines, Melco is optimistic about market improvements and is undertaking strategic developments like the renovation of the Countdown Hotel in Macau.
Patrick Dumont to take charge of Las Vegas Sands on March 1st
Patrick Dumont is set to become the new chairman and CEO of Las Vegas Sands (LVS) on March 1st, succeeding Robert Goldstein. Dumont, who has been with LVS since 2010 and served as president and COO since January 2021, will also chair Sands China. He expressed excitement to build on the company's legacy and continue its investment programs and new developments, including an $8 billion project in Singapore.
