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.
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.
VICI Properties (VICI) Among the Best Affordable Stocks Under $40
VICI Properties (VICI) is considered among the best affordable stocks under $40, with Wall Street analysts holding a generally positive outlook despite a recent downgrade by Scotiabank. The company is expected to release its Q4 2025 earnings soon, with revenue projections around $1.01 billion and GAAP EPS of $0.69. While one analyst expressed concerns over growth and a key lease agreement, another forecasts improvement in 2026 due to a supportive macro environment and rising M&A.
VICI Properties (VICI) Among the Best Affordable Stocks Under $40
VICI Properties Inc. (VICI) is considered among the best affordable stocks under $40, despite a recent downgrade by Scotiabank due to concerns about growth and a lease agreement with Caesars Entertainment. Analysts generally maintain a positive outlook, with a significant upside potential reflected in their 12-month price targets. The company, a REIT owning gaming and hospitality destinations, is expected to release its Q4 2025 earnings soon.
Ontario Teachers Pension Plan Board Has $3.19 Million Holdings in VICI Properties Inc. $VICI
The Ontario Teachers Pension Plan Board increased its stake in VICI Properties Inc. (NYSE:VICI) by 69.5% in the third quarter, bringing its total holdings to 97,918 shares valued at $3.19 million. Several other institutional investors also adjusted their positions, with notable increases from Norges Bank, Cbre Investment Management Listed Real Assets LLC, Allianz Asset Management GmbH, JPMorgan Chase & Co., and Geode Capital Management LLC. Analysts have maintained a "Moderate Buy" rating for VICI Properties, though many have recently lowered their price targets for the stock.
NewEdge Wealth LLC Purchases 481,078 Shares of VICI Properties Inc. $VICI
NewEdge Wealth LLC significantly increased its stake in VICI Properties Inc. by 49.3% in the third quarter, acquiring an additional 481,078 shares to hold a total of 1,457,184 shares valued at $43.96 million. VICI Properties, a REIT specializing in experiential real estate, offers a quarterly dividend of $0.45 per share, translating to an annual yield of 6.1%. Despite some analysts adjusting price targets, the consensus remains a "Moderate Buy" with an average price target of $33.85.
NEOS Investment Management LLC Purchases 92,972 Shares of VICI Properties Inc. $VICI
NEOS Investment Management LLC significantly increased its stake in VICI Properties Inc. during the third quarter, purchasing an additional 92,972 shares to bring its total holdings to 239,287 shares valued at approximately $7.80 million. Other institutional investors also adjusted their positions in VICI, a REIT specializing in experiential real estate. The company recently paid a quarterly dividend of $0.45, reflecting a 6.1% yield, and analysts currently rate the stock as a "Moderate Buy" with a consensus price target of $33.85.
Apple, Ulta Beauty, AstraZeneca And A Real Estate Stock On CNBC's 'Final Trades'
Experts on CNBC's "Halftime Report Final Trades" discussed their current stock picks. Joshua Brown remains positive on Apple, Jim Lebenthal favors AstraZeneca, Jenny Van Leeuwen Harrington highlighted VICI Properties for its dividend yield, and Joe Terranova recommended Ulta Beauty, which recently announced its first store opening in the UAE.
VICI Properties Inc. $VICI Shares Purchased by Skandinaviska Enskilda Banken AB publ
Skandinaviska Enskilda Banken AB publ increased its holdings in VICI Properties Inc. (NYSE:VICI) by 25.8% in Q3, now owning 995,021 shares worth over $32 million. VICI Properties, a REIT specializing in experiential real estate, recently announced a quarterly dividend of $0.45 per share, yielding 6.0%. Despite some analysts trimming price targets, the stock maintains a "Moderate Buy" consensus rating with an average target price of $33.85.
JPMorgan Chase & Co. Increases Stock Position in VICI Properties Inc. $VICI
JPMorgan Chase & Co. has increased its stake in VICI Properties Inc. by 7.3%, acquiring an additional 1,598,238 shares to now hold 23,409,381 shares valued at approximately $763.4 million. Other major institutional investors like Vanguard, State Street, and Allianz have also increased their positions, bringing institutional ownership to about 97.71%. VICI Properties, a real estate investment trust focused on experiential real estate, pays a quarterly dividend of $0.45, offering a 6.0% yield.
VICI Properties Inc. (VICI) rises higher than market: Key facts
The article states that VICI Properties Inc. (VICI) has outperformed the market recently. It suggests that investors should pay attention to key facts about the company, implying potential interest due to its stock performance.
Rep. Gilbert Ray Cisneros, Jr. Purchases Shares of VICI Properties Inc. (NYSE:VICI)
Representative Gilbert Ray Cisneros, Jr. (D-California) recently purchased between $1,001 and $15,000 worth of VICI Properties Inc. (NYSE:VICI) stock on January 9th, as disclosed in a February 13th filing. VICI Properties, a real estate investment trust specializing in experiential real estate, has a market cap of approximately $31.9 billion and recently paid a quarterly dividend of $0.45 per share, yielding about 6.0%. Analysts maintain a "Moderate Buy" consensus rating for the stock with an average price target of $33.85.
VICI Properties Inc. (VICI) Rises Higher Than Market: Key Facts
VICI Properties Inc. (VICI) stock outpaced the broader market, rising 1.91% in the latest closing session. The company is set to report earnings on February 25, 2026, with an expected EPS increase of 5.26% and revenue growth of 4.08%. Despite positive analyst sentiment for its long-term prospects, VICI currently holds a Zacks Rank of #4 (Sell), reflecting short-term estimate stability.
Is VICI Properties (VICI) Attractively Priced After Multi‑Year Total Return Performance?
This article analyzes VICI Properties (VICI) using Discounted Cash Flow (DCF) and Price-to-Earnings (P/E) ratio models to determine if the stock is attractively priced. Both valuation methods suggest VICI Properties is currently undervalued, with the DCF model indicating a 47.2% undervaluation compared to its recent share price. The article highlights VICI's recent stock performance and its position in the US real estate market.
Aberdeen Group plc Buys 207,178 Shares of VICI Properties Inc. $VICI
Aberdeen Group plc increased its stake in VICI Properties Inc. (NYSE:VICI) by 17.8%, acquiring an additional 207,178 shares and now owning 1,373,751 shares valued at $44.31 million. Other institutional investors also adjusted their positions in VICI Properties. The company's stock shows a market capitalization of $31.33 billion and offers an annualized dividend of $1.80, yielding 6.1%.
A Look At VICI Properties (VICI) Valuation After Scotiabank Downgrade And Caesars Lease Uncertainty
Scotiabank downgraded VICI Properties (VICI) due to uncertainty surrounding the Caesars Entertainment Regional Master Lease and potential limitations on external growth. Despite recent cool-down in share price momentum, the company is considered 16.6% undervalued with a narrative fair value of $35.13 against its current trading price of $29.30, suggesting a potential buying opportunity if the market is overly cautious. The article highlights VICI's strong liquidity and disciplined funding, which support earnings and AFFO per share growth, but notes that changes in Caesars' lease terms or online betting trends could impact its valuation.
ING Groep NV Has $2.06 Million Position in VICI Properties Inc. $VICI
ING Groep NV significantly increased its stake in VICI Properties Inc. (NYSE:VICI) by 702.1% in the third quarter, bringing its total holdings to $2.06 million. Other hedge funds also adjusted their positions in VICI Properties. The company has received a consensus "Moderate Buy" rating from analysts with an average price target of $33.85, and recently announced a quarterly dividend of $0.45 per share, representing a 6.1% dividend yield.
Rhumbline Advisers Trims Stake in VICI Properties Inc. $VICI
Rhumbline Advisers reduced its stake in VICI Properties Inc. by 2.0% in the third quarter, selling 40,726 shares and holding 2,046,768 shares valued at $66.75 million. Despite this, 97.71% of VICI Properties' stock is owned by institutional investors and hedge funds, with several others increasing their positions. Analysts maintain a "Moderate Buy" consensus rating with an average target price of $33.85, and the company recently announced a quarterly dividend of $0.45 per share, yielding 6.2%.
Cibc World Market Inc. Buys 129,744 Shares of VICI Properties Inc. $VICI
Cibc World Market Inc. increased its stake in VICI Properties Inc. by 27.3% during the third quarter, acquiring an additional 129,744 shares to hold a total of 604,296 shares valued at $19.7 million. VICI Properties recently declared a quarterly dividend of $0.45 per share, representing an annualized yield of 6.2%. Analysts currently have a "Moderate Buy" consensus rating for the real estate investment trust, with an average target price of $33.85.
VICI Properties Vs. Gaming and Leisure Properties: The Vegas-Focused REIT Is The Winner
The article compares VICI Properties (VICI) and Gaming and Leisure Properties (GLPI), two casino REITs, highlighting VICI's focus on Las Vegas and GLPI's investment in regional markets. The author, who recently initiated a position in VICI, argues that VICI's focus on premium Las Vegas locations justifies higher valuations despite a recent slowdown in the city. The piece concludes by favoring VICI Properties.
ProShare Advisors LLC Buys 50,904 Shares of VICI Properties Inc. $VICI
ProShare Advisors LLC increased its stake in VICI Properties Inc. by 23.4% in the third quarter, purchasing an additional 50,904 shares and bringing its total holdings to 268,896 shares valued at $8,769,000. Several other institutional investors also adjusted their positions in VICI Properties. The company recently announced a quarterly dividend of $0.45 per share, representing an annualized dividend of $1.80 and a dividend yield of 6.2%.
Illinois Municipal Retirement Fund Increases Position in VICI Properties Inc. $VICI
The Illinois Municipal Retirement Fund significantly increased its stake in VICI Properties Inc. by 15.5% in the third quarter of 2025, now holding over 610,000 shares valued at approximately $19.9 million. Other institutional investors have also boosted their positions, with overall institutional ownership reaching 97.71%. Despite some analysts trimming price targets, VICI Properties maintains a "Moderate Buy" consensus rating and offers a 6.2% dividend yield, declaring a quarterly dividend of $0.45.
98,017 Shares in VICI Properties Inc. $VICI Bought by Caprock Group LLC
Caprock Group LLC recently acquired a new stake of 98,017 shares in VICI Properties Inc. (NYSE:VICI) during the third quarter, valued at approximately $3.31 million. Other institutional investors also made changes to their holdings in VICI Properties, with 97.71% of the stock currently owned by hedge funds and institutional investors. The article also details VICI Properties' stock performance, dividend announcement, and recent analyst ratings.
VICI Properties Lowered by Scotiabank on Caesars Lease Uncertainty
Scotiabank downgraded VICI Properties Inc. (NYSE:VICI) to Sector Perform and reduced its price target to $30 due to uncertainty surrounding the Caesars Entertainment Regional Master Lease and limited external growth potential. Despite VICI being a young REIT with stable cash flow, an investment-grade balance sheet, and consistent dividend increases, the bank believes the lack of clarity on the Caesars lease will hinder the stock's momentum. The article also suggests that certain AI stocks offer greater upside and less downside risk compared to VICI.
MGM Resorts International SEC 10-K Report
MGM Resorts International has released its 2025 Form 10-K report, detailing a 2% increase in net revenues to $17.5 billion, mainly due to growth in MGM China and MGM Digital, despite a 33% drop in operating income to $1 billion largely from goodwill impairment and higher gaming taxes. The company is strategically focused on expanding its global digital brands and international brick-and-mortar presence, especially in Japan, through acquisitions and partnerships while managing significant financial commitments and navigating industry competition and regulatory changes. Challenges include substantial indebtedness, cybersecurity risks, climate change impacts, and foreign currency fluctuations.
The Bull Case For VICI Properties (VICI) Could Change Following Expansion Into Las Vegas Locals Market
VICI Properties (VICI) recently expanded its portfolio by acquiring seven casino properties in the Las Vegas Locals market, marking a significant entry beyond the Strip into a recurring customer base. This move aims to diversify its experiential real estate exposure and grow rental income, influencing its investment narrative and risk profile. Despite increased exposure to a single metro area, VICI's management is confident, raising quarterly dividends, while forecasts show a potential 21% upside to its current price.
VICI Properties lowered by Scotiabank on Caesars lease uncertainty
Scotiabank has downgraded VICI Properties from sector outperform to sector perform due to concerns surrounding the upcoming lease expiration with Caesars Entertainment, which accounts for a significant portion of VICI's revenue. While a favorable renewal is expected, the potential for a negative outcome introduces uncertainty into the stock's valuation. VICI's shares have experienced a decline following disappointing Q4 results.
VICI Properties Lowered by Scotiabank on Caesars Lease Uncertainty
Scotiabank downgraded VICI Properties Inc. (NYSE:VICI) to Sector Perform from Outperform, citing uncertainty regarding the Caesars Entertainment Regional Master Lease and limited external growth prospects. Despite VICI's strong financial footing, consistent dividend increases, and stable cash flow from triple-net lease agreements, the lack of near-term clarity on the Caesars lease is expected to hinder stock momentum. The bank lowered its price target for VICI stock to $30 from $36.
VICI Properties Lowered by Scotiabank on Caesars Lease Uncertainty
Scotiabank downgraded VICI Properties Inc. (NYSE:VICI) to Sector Perform from Outperform and cut its price target, citing uncertainty with the Caesars Entertainment Regional Master Lease and limited external growth opportunities. Despite management's expected resolution, near-term clarity issues are likely to hinder the stock's momentum. VICI, a REIT spun off from Caesars, has grown quickly since 2017 and consistently raised its dividend.
VICI: Future Upside Will Depend On Caesars Regional Lease Stability
Analysts have slightly trimmed the average price target for VICI Properties to $35.13, reflecting concerns about limited gaming investment opportunities and potential risks associated with the Caesars regional lease. While bullish viewpoints acknowledge the stability of VICI's fee-based model and long-term leases, bearish analysts warn of a possible rent cut if regional gaming trends remain flat or negative, which could impact income and valuation multiples. This adjustment suggests a cautious but not universally negative outlook, with valuation adjustments driven by new information rather than a collapse in core income.
VICI Properties (VICI) Maintains Appeal Despite Analyst Downgrades
VICI Properties (VICI) remains a top REIT pick for Goldman Sachs despite recent downgrades by Scotiabank and Cantor Fitzgerald. The company's strong balance sheet, 4% dividend, and recent acquisition of seven casino properties, including entering the Las Vegas Locals market, are noted as key attractions. Analysts see potential upside in 2026 for U.S. equity REITs due to a favorable macro environment and M&A trends.
VICI Properties (VICI) Maintains Appeal Despite Analyst Downgrades
VICI Properties (VICI) has been a top REIT pick for Goldman Sachs despite recent downgrades from Scotiabank and Cantor Fitzgerald. These firms have lowered price targets but still acknowledge the company's strong balance sheet, 4% dividend, and strategic acquisitions in the Las Vegas Locals market. The article suggests that while VICI has potential, other AI stocks may offer higher returns and less downside risk.
VICI Properties (VICI) Maintains Appeal Despite Analyst Downgrades
Despite recent analyst downgrades by Scotiabank and Cantor Fitzgerald, VICI Properties (VICI) continues to be appealing to investors and is a top REIT pick by Goldman Sachs. The company's strong balance sheet, 4% dividend, and strategic acquisitions in the Las Vegas Locals market make it an attractive investment, even though some analysts see greater upside in AI stocks. Cantor Fitzgerald anticipates a more favorable macro environment for REITs in 2026.
Goldman Sachs REIT Stocks: Top 12 Stock Picks
This article highlights VICI Properties Inc. (NYSE:VICI) as one of Goldman Sachs' top REIT stock picks, despite a recent downgrade by Scotiabank and a lowered price target by Cantor Fitzgerald. Analysts see potential upside in the REIT sector for 2026 due to a more favorable macro environment and strong fundamentals. VICI Properties recently expanded its portfolio by acquiring seven casino properties, marking its entry into the Las Vegas Locals market, and is noted for its strong balance sheet and 4% dividend.
Analyst sentiment on VICI Properties (VICI) remains strong amid stable fundamentals and strong balance sheet
Analyst sentiment for VICI Properties (VICI) remains positive, driven by the company's stable fundamentals and robust balance sheet. The article suggests that these factors contribute to the ongoing strong investment outlook for VICI.
Analyst Sentiment on VICI Properties (VICI) Remains Strong Amid Stable Fundamentals and Strong Balance Sheet
Analyst sentiment for VICI Properties Inc. (VICI) remains largely positive, with 80% of analysts bullish and a consensus price target of $35, indicating a 24.64% upside potential. Despite recent downgrades from Scotiabank, Cantor Fitzgerald, and Barclays due to factors like updated net lease assumptions and uncertainty around a specific Caesars lease, analysts highlight VICI's stable fundamentals, strong balance sheet, and a nearly 4% dividend yield. Improving macro conditions and potential REIT M&A activity in 2026 are also seen as positive catalysts.
Analyst Sentiment on VICI Properties (VICI) Remains Strong Amid Stable Fundamentals and Strong Balance Sheet
VICI Properties Inc. (NYSE: VICI) maintains strong analyst sentiment, with 80% of analysts bullish on the stock despite recent price target reductions from Scotiabank, Cantor Fitzgerald, and Barclays. Analysts highlight VICI’s stable fundamentals, strong balance sheet, and well-covered dividend yield as key strengths, though some express caution regarding tenant-related risks and uncertainty around specific leases. The consensus price target suggests a 24.64% upside potential, indicating continued confidence in the gaming-focused REIT.
3 Reliable Dividend Stocks Offering At Least 5.1% Yield
This article highlights three reliable dividend stocks — American Coastal Insurance (ACIC), Farmers National Banc (FMNB), and VICI Properties (VICI) — that offer yields of at least 5.1%, appealing to investors seeking stable income in a fluctuating market. Each stock is analyzed for its dividend stability, payout ratios, and recent financial performance. The article suggests these companies could be valuable additions to a dividend-focused portfolio.
BI Asset Management Fondsmaeglerselskab A S Sells 571,151 Shares of VICI Properties Inc. $VICI
BI Asset Management Fondsmaeglerselskab A/S significantly decreased its stake in VICI Properties Inc. by selling 571,151 shares, reducing its holdings by 64.2% to 318,159 shares valued at $10.375 million. Despite analysts lowering price targets, VICI Properties maintains a "Moderate Buy" consensus rating with an average target of $33.85, and the company recently paid a quarterly dividend yielding approximately 6.3%. The stock currently trades around $28.75, exhibiting a market cap of $30.72 billion and a P/E ratio of 10.97.
Understanding Momentum Shifts in (VICI)
This article analyzes Vici Properties Inc. (NASDAQ: VICI), highlighting a strong near-term sentiment but a neutral mid and long-term outlook. It identifies a mid-channel oscillation pattern and presents an exceptional short setup with a 23.3:1 risk-reward ratio. The analysis further provides AI-generated trading strategies—Position, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis for VICI.
VICI Properties Inc. $VICI Position Lifted by Border to Coast Pensions Partnership Ltd
Border to Coast Pensions Partnership Ltd increased its stake in VICI Properties Inc. by 15.0% in the third quarter of 2025, acquiring an additional 75,000 shares to bring its total ownership to 575,000 shares worth approximately $18.75 million. This move is part of a broader trend of significant institutional investment in VICI, with major purchases from entities like Norges Bank, Allianz Asset Management, and JPMorgan Chase & Co. VICI, a REIT specializing in experiential real estate, maintains a "Moderate Buy" consensus from analysts with an average price target of $33.85, and offers a quarterly dividend of $0.45 per share, equating to a 6.2% yield.
VICI Properties Inc. $VICI Shares Purchased by Envestnet Asset Management Inc.
Envestnet Asset Management Inc. increased its stake in VICI Properties Inc. (NYSE:VICI) by 4.4% in the third quarter, now owning 9,434,455 shares valued at $307.66 million. Institutional investors collectively own 97.71% of the company's stock. VICI Properties, an experiential real estate REIT, recently announced a quarterly dividend of $0.45 per share, resulting in an annualized dividend of $1.80 and a yield of 6.2%.
Ashton Thomas Private Wealth LLC Purchases 91,476 Shares of VICI Properties Inc. $VICI
Ashton Thomas Private Wealth LLC significantly increased its stake in VICI Properties Inc., adding 91,476 shares to hold a total of 131,798 shares valued at $4.356 million. VICI Properties, a real estate investment trust specializing in experiential real estate, offers a dividend yield of 6.2% and has a "Moderate Buy" consensus rating from analysts with an average price target of $33.85. The company's stock recently traded near $28.83, supporting a market cap of approximately $30.8 billion.
Cullen Capital Management LLC Has $206.33 Million Position in VICI Properties Inc. $VICI
Cullen Capital Management LLC recently trimmed its stake in VICI Properties Inc. by 1.5%, yet its remaining position is valued at $206.33 million, making it a significant holding. VICI Properties offers an attractive annualized dividend yield of 6.2%, and despite recent price target cuts by analysts, the consensus rating remains a "Moderate Buy" with potential upside. The company, a real estate investment trust specializing in experiential real estate, trades near its 52-week low.
Lucky Strike (NYSE: LUCK) grows sales on deals but posts net loss and higher debt
Lucky Strike Entertainment (NYSE: LUCK) reported a 7% increase in revenue to $599.1 million for the six months ended December 28, 2025, primarily driven by new acquisitions and opened locations. Despite this growth, the company swung to a net loss of $26.5 million from a prior-year profit of $51.4 million, impacted by smaller earnout revaluation gains, higher interest expenses on increased debt, and tax expenses. Additionally, Lucky Strike significantly increased its debt to $1.80 billion through new term loans and senior secured notes while also repurchasing shares and paying dividends.
Machina Capital S.A.S. Makes New Investment in VICI Properties Inc. $VICI
Machina Capital S.A.S. has initiated a new position in VICI Properties Inc. (NYSE:VICI) during the third quarter, acquiring 96,715 shares valued at approximately $3.15 million. VICI Properties, a REIT specializing in experiential real estate, recently declared a quarterly dividend of $0.45, translating to an annual yield of 6.4% and a payout ratio of 68.7%. Despite several analysts trimming their price targets recently, the company maintains a "Moderate Buy" consensus rating with an average target price of $33.85.
How Analyst Downgrades Amid Portfolio Growth Will Impact VICI Properties (VICI) Investors
Despite VICI Properties showing consistent growth, including an eighth consecutive year of dividend increases and portfolio expansion, the company has recently faced a wave of analyst downgrades and more cautious ratings. This shift in sentiment is attributed to concerns over the Caesars Regional Master Lease and external growth prospects, which are influencing market confidence even though most analysts still rate the stock a "Buy." Investors are encouraged to consider diverse viewpoints and research VICI's four key rewards and one warning sign to form their own investment narrative.
Allianz Asset Management GmbH Purchases 2,937,039 Shares of VICI Properties Inc. $VICI
Allianz Asset Management GmbH increased its stake in VICI Properties Inc. by 11.7% in the third quarter, purchasing an additional 2,937,039 shares, bringing its total holdings to over 27.9 million shares. VICI Properties constitutes about 1.0% of Allianz's portfolio, valued at over $912 million. Other institutional investors like Norges Bank and JPMorgan Chase & Co. also expanded their positions in the real estate investment trust.
This Best Buy Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Monday
This article lists five significant analyst downgrades from Monday, including Best Buy, Fortinet, International Paper, VICI Properties, and PTC Inc. JP Morgan downgraded Best Buy from Overweight to Neutral, cutting its price target. Other analysts from Scotiabank and UBS also issued downgrades and reduced price targets for the respective companies mentioned.
What are Wall Street analysts' target price for VICI Properties stock?
The article discusses Wall Street analysts' target price for VICI Properties (VICI) stock. It aims to provide insights into the future stock performance based on these expert predictions.
