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.
Johnson Financial Group Inc. Purchases Shares of 79,944 VICI Properties Inc. $VICI
Johnson Financial Group Inc. recently acquired 79,944 shares of VICI Properties Inc. (NYSE:VICI) valued at approximately $2.16 million, as reported in its latest 13F filing. Other institutional investors have also adjusted their holdings in VICI Properties, with hedge funds and institutional investors collectively owning 97.71% of the company's stock. The article also provides details on recent analyst ratings, stock performance, and the company's latest earnings and dividend announcements.
391,056 Shares in VICI Properties Inc. $VICI Purchased by Wealthfront Advisers LLC
Wealthfront Advisers LLC recently acquired a new position in VICI Properties Inc. (NYSE:VICI), purchasing 391,056 shares valued at approximately $10.38 million during the second quarter. Other institutional investors and hedge funds also adjusted their holdings, contributing to institutional ownership of 97.71%. Analysts have issued various ratings and price targets for VICI, with the company currently holding an average "Hold" rating and an average target price of $31.29.
VICI Properties Inc. stock rises Wednesday, outperforms market
VICI Properties Inc. (VICI) saw its stock rise by 1.78% on Wednesday, closing at $26.37. This performance outpaced the broader market, as the S&P 500 Index gained 0.21% and the Dow Jones Industrial Average increased by 0.22%. The stock's gain ended a two-day losing streak for the company.
265,702 Shares in VICI Properties Inc. $VICI Purchased by Oxbow Advisors LLC
Oxbow Advisors LLC acquired 265,702 shares of VICI Properties Inc. ($VICI) during the second quarter, a stake valued at approximately $7.05 million. Despite institutional investors owning a significant portion of the REIT, VICI reported mixed financial results with revenue exceeding estimates but earnings per share falling short. The company maintains its fiscal 2026 EPS guidance and offers a substantial annualized dividend yield of 6.9%.
Plato Investment Management Ltd Buys Shares of 38,575 VICI Properties Inc. $VICI
Plato Investment Management Ltd acquired a new position of 38,575 shares in VICI Properties Inc. (NYSE:VICI) during the second quarter, valued at approximately $1,018,000. Other institutional investors like Vanguard Group Inc., State Street Corp, Geode Capital Management LLC, Allianz Asset Management GmbH, and Bank of America Corp DE also adjusted their holdings in VICI Properties. The article provides an overview of VICI Properties' stock performance, recent earnings, dividend announcement, and analyst ratings, noting an average "Hold" rating with a target price of $31.29.
Fidelity National Financial Inc. Invests $26.55 Million in VICI Properties Inc. $VICI
Fidelity National Financial Inc. has acquired a new stake of 1 million shares in VICI Properties Inc. for approximately $26.55 million, making it their fifth-largest holding. VICI Properties recently reported quarterly revenue of $1.06 billion, a 5.7% year-over-year increase, though its EPS of $0.62 missed analyst estimates. The company maintains a quarterly dividend of $0.45 per share, offering a 6.9% yield, and analysts currently have a consensus "Hold" rating on the stock with an average price target of $31.29.
Danske Bank A S Makes New $60.95 Million Investment in VICI Properties Inc. $VICI
Danske Bank A S has significantly invested in VICI Properties Inc. (NYSE:VICI), acquiring 2,295,746 shares valued at approximately $60.95 million in the second quarter. This investment makes Danske Bank A S a 0.21% owner of the company. Other institutional investors have also made new positions in VICI Properties, which currently has a consensus "Hold" rating from analysts with a price target of $31.29.
BlackRock Inc. Takes $3.43 Billion Position in VICI Properties Inc. $VICI
BlackRock Inc. has acquired a significant new stake in VICI Properties Inc. (NYSE:VICI), purchasing over 129 million shares valued at approximately $3.43 billion. This move makes BlackRock Inc. an 11.75% owner of the company, with other hedge funds also adjusting their holdings. Despite institutional interest, VICI Properties recently missed its Q2 EPS consensus estimate and analysts have issued mixed ratings with an average "Hold" and a target price of $31.29.
Commerzbank Aktiengesellschaft FI Acquires Shares of 154,791 VICI Properties Inc. $VICI
Commerzbank Aktiengesellschaft FI has acquired 154,791 shares of VICI Properties Inc. (NYSE:VICI) valued at approximately $4.11 million during the second quarter. Institutional investors hold a significant 97.71% of the REIT, with major players like Vanguard, State Street, and Geode Capital Management increasing their stakes. Despite VICI Properties missing EPS estimates in its last quarterly report, analysts maintain a "Hold" consensus rating with an average price target of $31.29, and the company offers a 6.9% annualized dividend yield.
VICI Properties Inc. stock falls Monday, underperforms market
Shares of VICI Properties Inc. (VICI) fell by 1.52% on Monday, closing at $25.96. This underperformance occurred during a generally poor trading session where the S&P 500 Index and Dow Jones Industrial Average also saw declines. The stock's drop ended a three-day winning streak.
Vici Properties stock hits 52-week low at 25.81 USD
Vici Properties (VICI) stock has fallen to a 52-week low of $25.81, marking a 19.72% decline over the past year. Despite this, the stock offers a 6.83% dividend yield and trades at a P/E ratio of 10.09, with InvestingPro data suggesting it is undervalued and has "GREAT" financial health. The company recently reported mixed Q2 2026 results, with revenue exceeding estimates but EPS falling short, and successfully refinanced $1.75 billion in debt.
GSA Capital Partners LLP Makes New $3.61 Million Investment in VICI Properties Inc. $VICI
GSA Capital Partners LLP has made a new investment of $3.61 million in VICI Properties Inc. (NYSE:VICI), purchasing 136,079 shares in the second quarter. Other institutional investors also adjusted their positions in VICI Properties, a real estate investment trust focused on experiential real estate. The company recently declared a quarterly dividend of $0.45 per share, yielding 6.8% annually, and currently holds a consensus "Hold" rating from analysts with a target price of $31.29.
VICI Properties Plans to Use New Notes to Repay 2026 Debt
VICI Properties Inc. announced the closing of a $1.75 billion senior unsecured notes offering, consisting of $900 million in 5.400% notes due 2031 and $850 million in 5.750% notes due 2036. The company intends to use the net proceeds to repay outstanding senior notes totaling $1.75 billion that are due in 2026. This offering was managed by several financial institutions, with Wells Fargo Securities, Barclays Capital Inc., Mizuho Securities USA LLC, and Truist Securities, Inc. acting as joint book-running managers.
How Refinancing US$1.75 Billion Of 2026 Debt At VICI Properties (VICI) Has Changed Its Investment Story
VICI Properties Inc. has refinanced US$1.75 billion of its 2026 debt by issuing new senior unsecured notes due in 2031 and 2036. This move is expected to improve VICI's debt maturity profile and potentially reduce refinancing risk, though its core investment narrative still centers on growing rent and earnings from its casino and experiential real estate, balanced against tenant concentration risks. The refinancing, combined with recent property expansions, reinforces VICI's strategy of matching long-term assets with long-term funding.
VICI Properties L.P. completes $1.75 billion notes offering to refinance debt
VICI Properties L.P. has successfully completed a $1.75 billion notes offering, consisting of $900 million in 5.400% notes due 2031 and $850 million in 5.750% notes due 2036. The proceeds from this offering will be used to refinance existing senior notes maturing in 2026, including the redemption of $480.5 million of 4.500% notes and $1.25 billion of 4.250% notes. This strategic move aims to optimize the company's debt structure, particularly as its stock trades near its 52-week low but is considered undervalued by analysis.
VICI Properties L.P. completes $1.75 billion notes offering to refinance debt
VICI Properties L.P. has successfully completed a $1.75 billion notes offering, consisting of $900 million in 5.400% notes due 2031 and $850 million in 5.750% notes due 2036. The proceeds will be used to refinance existing debt, including senior notes due in September and December 2026. Despite recent mixed financial results, VICI Properties, a specialized REIT, appears undervalued according to InvestingPro analysis and has slightly increased its full-year AFFO outlook.
VICI Properties L.P. completes $1.75 billion notes offering to refinance debt
VICI Properties L.P. has successfully completed a $1.75 billion notes offering, consisting of $900 million in 5.400% notes due 2031 and $850 million in 5.750% notes due 2036. The net proceeds will be used to refinance existing debt, including $480.5 million in 4.500% senior notes due September 2026, $19.5 million in 4.500% senior notes issued by MGP, and $1.25 billion in 4.250% senior notes due December 2026. This move comes as the company, a specialized REIT with a $29 billion market cap, trades near its 52-week low.
Form 8K VICI Properties Inc For: 14 August By Investing.com
This article reports on VICI Properties Inc.'s Form 8K filing for August 14. The company's stock symbol is VICI, and it shows a slight positive change of 0.08%. The content is brief, primarily serving as an announcement of the filing rather than an in-depth analysis.
Form 8K VICI Properties Inc For: 14 August By Investing.com
This article reports on the filing of a Form 8K by VICI Properties Inc. on August 14. The brief piece primarily serves as a notification of the SEC filing for the company. It lists the company's stock symbol and includes a copyright attribution to Reuters.
VICI Properties Completes $1.75 Billion Senior Notes Offering
VICI Properties has successfully completed a $1.75 billion senior notes offering. The news was published on August 14, 2026, at 04:49 pm EDT. This development follows recent adjustments in price targets by several financial analysts for VICI Properties.
VICI Properties completes $1.75 billion notes offering By Investing.com
VICI Properties L.P., a subsidiary of VICI Properties Inc., has successfully completed a public offering of $1.75 billion in senior unsecured notes. The offering includes $900 million in 5.400% notes due 2031 and $850 million in 5.750% notes due 2036. Proceeds from this offering will be used to repay existing debt obligations totaling $1.9495 billion due in 2026.
VICI Properties completes $1.75 billion notes offering By Investing.com
VICI Properties Inc. announced its subsidiary completed a $1.75 billion public offering of senior unsecured notes. The offering includes $900 million due in 2031 and $850 million due in 2036, with proceeds intended for repaying existing debt obligations. Various financial institutions served as joint book-running managers and co-managers for the offering.
VICI Properties Announces Closing of $1.75 Billion Senior Unsecured Notes Offering
VICI Properties Inc. announced the closing of its subsidiary's public offering of $1.75 billion in senior unsecured notes. The offering consists of $900 million in 5.400% notes due 2031 and $850 million in 5.750% notes due 2036. The net proceeds will be used to repay existing senior notes due in 2026.
VICI Properties Announces Closing of $1.75 Billion Senior Unsecured Notes Offering
VICI Properties Inc. announced that its subsidiary, VICI Properties L.P., has completed a public offering of $1.75 billion in senior unsecured notes. The offering includes $900 million of 5.400% notes due 2031 and $850 million of 5.750% notes due 2036. The net proceeds will be used to repay existing senior notes due in 2026.
Accenture Stock Leads 3 Dividend Powerhouses Yielding More Than 3%
This article highlights three dividend powerhouse stocks—Accenture (ACN), Medtronic (MDT), and VICI Properties (VICI)—that offer yields above 3%, providing an alternative income source to uncertain cash and bond markets. Each company is analyzed for its business model, market position, dividend attractiveness, and potential risks, offering insights for income-focused investors. The author notes that these stocks were identified using a dividend screener and suggests exploring similar opportunities.
How Refinancing US$1.75 Billion Of 2026 Debt At VICI Properties (VICI) Has Changed Its Investment Story
VICI Properties Inc. refinanced US$1.75 billion of its 2026 debt by issuing new senior unsecured notes due in 2031 and 2036. This move aims to improve the company's debt maturity profile and interest obligations, which is crucial for income-focused investors. While it modestly eases near-term refinancing risk, the core investment narrative still centers on VICI's ability to grow rent and earnings from its long-term triple net leases in casino and experiential real estate.
Bogart Wealth LLC Acquires 73,025 Shares of VICI Properties Inc. $VICI
Bogart Wealth LLC significantly increased its stake in VICI Properties Inc. by 27.5% in the second quarter, acquiring an additional 73,025 shares. This acquisition brings their total holdings to 338,244 shares, valued at approximately $8.98 million. Institutional ownership of VICI Properties remains very high at 97.71%, with several other funds, including the Treasurer of the State of North Carolina, also boosting their positions. Analysts currently maintain a consensus "Hold" rating on VICI shares, with an average price target of $31.29, while the stock currently trades at $26.34 and offers an annualized dividend yield of 6.8%.
Castellan Group Takes $4.48 Million Position in VICI Properties Inc. $VICI
Castellan Group recently acquired 168,848 shares of VICI Properties Inc., valued at approximately $4.48 million, making it their 15th largest holding. VICI Properties, a REIT specializing in experiential real estate, has significant institutional ownership and a consensus "Hold" rating from analysts with an average price target of $31.29. The company also announced a quarterly dividend of $0.45 per share, representing an annualized yield of 6.8%.
Empire Life Investments Inc. Sells 62,341 Shares of VICI Properties Inc. $VICI
Empire Life Investments Inc. significantly reduced its stake in VICI Properties Inc. by 31.3% in the second quarter, selling 62,341 shares and now holding 136,966 shares valued at $3.64 million. Despite this reduction, institutional ownership remains high at 97.71%, with other firms increasing their positions. Analysts currently have a "Hold" rating on VICI with an average price target of $31.29, while the company offers a 6.8% annualized dividend yield.
How Vici Properties Inc. (VICI) Affects Rotational Strategy Timing
The article analyzes Vici Properties Inc. (VICI) using AI models, indicating near-term weak sentiment that may lead to a resumption of long-term weakness. It provides three institutional trading strategies—Position, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss zones. The analysis highlights a 20.0:1 risk-reward setup targeting a 6.1% gain versus 0.3% risk.
VICI Properties Inc. stock rises Thursday, outperforms market
Shares of VICI Properties Inc. (VICI) increased by 1.04% to $26.34 on Thursday, outperforming the broader market. This marks the second consecutive day of gains for the stock, as the S&P 500 Index (SPX) rose 0.65% and the Dow Jones Industrial Average (DJIA) rose 0.13%.
Sound Income Strategies LLC Has $19.30 Million Stake in VICI Properties Inc. $VICI
Sound Income Strategies LLC increased its holdings in VICI Properties Inc. by 5.6% in the second quarter, bringing its total stake to $19.30 million. Institutional investors collectively own 97.71% of VICI Properties, a REIT focused on experiential real estate. The company currently has a consensus "Hold" rating from analysts with an average price target of $31.46, and its shares opened at $26.10, offering a dividend yield of approximately 6.9%.
Raymond James Adjusts PT on VICI Properties to $29 From $33, Keeps Outperform Rating
Raymond James has adjusted its price target for VICI Properties from $33 down to $29, while maintaining an "Outperform" rating on the stock. This update reflects a change in the firm's outlook on the specialized REIT, which primarily focuses on hospitality and entertainment facilities. The article also lists several other analyst rating adjustments for VICI Properties from various firms in recent weeks.
Handelsbanken Fonder AB Has $21.27 Million Position in VICI Properties Inc. $VICI
Handelsbanken Fonder AB increased its stake in VICI Properties Inc. by 13.3% to 801,215 shares, valued at $21.27 million. Other institutional investors like Bank of America Corp DE and Cbre Investment Management have also adjusted their holdings in VICI Properties. Analyst ratings for VICI Properties currently average "Hold" with a consensus price target of $31.46, and the company recently declared a quarterly dividend of $0.45 per share.
Top Dividend Stocks To Consider In August 2026
This article identifies top dividend stocks in the United States for August 2026, highlighting companies with robust dividend yields in a thriving market. It details three specific picks: Central Securities (CET), RLI (RLI), and VICI Properties (VICI), providing an overview of their operations, dividend yields, and payout ratios, along with insights from valuation reports. The market has shown strong performance, climbing 2.2% in the last week and 21% over the past year, with earnings projected to grow by 17% annually.
VICI: Future Returns Will Hinge On Caesars Rent Coverage Resilience
VICI Properties' fair value estimate has been trimmed to $32.71 from $33.46, with analysts citing sector-wide net lease REIT adjustments, concerns over Caesars' rent coverage, and a quiet casino transaction market despite resilient gaming fundamentals. Bullish sentiment is supported by strong Las Vegas and regional gaming revenues, new development pipelines, and current stock levels being seen as fair. Conversely, bearish views focus on low rent coverage for Caesars Regional, potential take-private scenarios for top tenants reducing transparency, and a more cautious outlook on REIT valuations generally.
VICI Properties Inc. stock falls Monday, underperforms market
Shares of VICI Properties Inc. (VICI) fell by 2.51% on Monday, closing at $26.07. This performance underperformed the broader market, with both the S&P 500 Index and the Dow Jones Industrial Average experiencing slight declines on the same trading day. The stock's drop ended a two-day winning streak.
VICI Vs. GLPI: 73% And 80% Payouts, One Refinancing Already Priced
This article compares two gaming landlords, VICI Properties (VICI) and Gaming and Leisure Properties (GLPI), focusing on their payout ratios, debt structures, and upcoming refinancing needs. While VICI's annualized dividend is 73.2% of its AFFO guidance and GLPI's is 79.8%, the article highlights that VICI has already priced a refinancing of $1.75 billion in notes at a higher coupon, whereas GLPI's next major fixed-rate maturity is not until June 2028. The author emphasizes that these debt characteristics significantly impact their financial outlook, beyond what payout ratios alone indicate.
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.
VICI Maintains Overweight Rating -- Price Target Lowered to $32.
Cantor Fitzgerald has maintained an "Overweight" rating for VICI Properties (VICI) but lowered its price target from $34.00 to $32.00. Despite this adjustment, GuruFocus indicates VICI is undervalued by 17.2% with a GF Value™ of $32.29 and a strong GF Score™ of 80/100, driven by its profitability and valuation, suggesting long-term potential for investors.
Mosaic (MOS) Reported A Sharp Quarterly Loss, Is The 14% Undervaluation Enough?
Mosaic (MOS) reported a Q2 net loss of $272.8 million, a significant decline from the previous year, attributed to high sulfur costs and phosphate production constraints. Despite a 7.83% year-to-date share price drop, a recent 7.21% 30-day rebound suggests a market reassessment. The article explores whether the stock's current 14% undervaluation, based on a fair value of $26.82, sufficiently offsets the risks associated with potential prolonged phosphate pricing pressure.
Should You Buy Winmark Corporation (NASDAQ:WINA) For Its Upcoming Dividend?
Winmark Corporation is set to trade ex-dividend soon, with a dividend payment of US$1.02 per share and a trailing yield of 3.8%. The company's dividend appears sustainable, with a modest payout ratio of 34% of both profit and free cash flow, and earnings per share have grown by 7.2% annually over the last five years. Despite moderate earnings growth, the low payout ratio suggests Winmark is investing in growth, making it an attractive prospect for dividend investors.
Pacer Advisors Inc. Sells 51,249 Shares of VICI Properties Inc. $VICI
Pacer Advisors Inc. significantly reduced its stake in VICI Properties Inc. by selling 51,249 shares, leaving them with 92,337 shares valued at $2.52 million. Despite this, institutional investors collectively own 97.71% of VICI Properties, which currently offers an attractive 6.7% dividend yield. The company holds a consensus "Hold" rating from analysts with an average price target of $31.54.
VICI Properties Inc. $VICI Shares Purchased by Wilsey Asset Management Inc.
Wilsey Asset Management Inc. increased its stake in VICI Properties Inc. by 4.6% in the second quarter, acquiring 51,155 additional shares to bring its total holding to 1.15 million shares valued at approximately $30.6 million. VICI shares opened at $26.72, near their 52-week low, and offer a 6.7% dividend yield with a 69.77% payout ratio. The stock currently holds a consensus Hold rating from analysts, with an average price target of $31.54.
VICI Properties Inc. $VICI Stock Holdings Increased by PensionDanmark Pensionsforsikringsaktieselskab
PensionDanmark Pensionsforsikringsaktieselskab significantly increased its holdings in VICI Properties Inc. by 26.2% in the second quarter, adding 116,546 shares to own a total of 560,609 shares valued at approximately $14.9 million. Institutional investors collectively hold 97.71% of VICI's stock, with major holders including Vanguard, State Street, and Allianz Asset Management. Analysts generally maintain a "Hold" rating for VICI, with a consensus target price of $31.54, and the company offers an annualized dividend yield of 6.7%.
Century Casinos (NASDAQ: CNTY) hits record Q2 revenue but remains in loss
Century Casinos, Inc. reported record second-quarter 2026 net operating revenue of $151.995 million and Adjusted EBITDAR of $31.660 million, marking increases of 1% and 5% respectively year over year. Despite this revenue growth, the company remained unprofitable, with a net loss attributable to shareholders of $10.910 million, though this was an improvement from the previous year. Performance was strong in North America, particularly the US West segment, while Poland experienced a significant decline in Adjusted EBITDAR.
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.
VICI Properties (VICI) Announces $1.75 Billion Senior Notes Offe
VICI Properties (VICI) and its operating partnership announced a $1.75 billion senior notes offering to refinance existing debt maturing in 2026. The offering comprises $900 million due 2031 and $850 million due 2036, with net proceeds estimated at $1.72 billion. This strategic move aims to extend VICI's debt maturity profile and enhance financial flexibility, utilizing current market conditions.
VICI Properties Announces New Senior Notes Offering
VICI Properties L.P. has announced a new senior notes offering of $1.75 billion, consisting of 5.400% senior notes due 2031 and 5.750% senior notes due 2036, aiming to raise approximately $1.72 billion in net proceeds. These funds will primarily be used to repay existing 2026 senior notes and for general corporate purposes, enhancing the company's financial flexibility. Spark, TipRanks' AI Analyst, rates VICI as an "Outperform" due to strong financial performance and attractive valuation, despite some concerns about debt load and technical positioning.
