Keeler Thomas Management LLC Has $1.57 Million Position in VICI Properties Inc. $VICI

Keeler Thomas Management LLC lowered its holdings in VICI Properties Inc. (NYSE:VICI) by 26.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 55,743 shares of the company’s stock after selling 19,816 shares during the quarter. Keeler Thomas Management LLC’s holdings in VICI Properties were worth $1,567,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in the company. Nuveen LLC lifted its stake in shares of VICI Properties by 1.6% during the fourth quarter. Nuveen LLC now owns 8,445,561 shares of the company’s stock valued at $237,489,000 after acquiring an additional 136,767 shares during the period. Xponance LLC lifted its stake in shares of VICI Properties by 8.3% during the fourth quarter. Xponance LLC now owns 169,525 shares of the company’s stock valued at $4,767,000 after acquiring an additional 12,934 shares during the period. IFM Investors Pty Ltd lifted its stake in shares of VICI Properties by 6.9% during the fourth quarter. IFM Investors Pty Ltd now owns 471,453 shares of the company’s stock valued at $13,257,000 after acquiring an additional 30,266 shares during the period. CSM Advisors LLC lifted its stake in shares of VICI Properties by 36.4% during the fourth quarter. CSM Advisors LLC now owns 594,417 shares of the company’s stock valued at $16,713,000 after acquiring an additional 158,646 shares during the period. Finally, Meiji Yasuda Life Insurance Co lifted its stake in shares of VICI Properties by 18.8% during the fourth quarter. Meiji Yasuda Life Insurance Co now owns 67,005 shares of the company’s stock valued at $1,884,000 after acquiring an additional 10,610 shares during the period. Institutional investors and hedge funds own 97.71% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have recently issued reports on VICI. Deutsche Bank Aktiengesellschaft set a $31.00 price target on VICI Properties in a research note on Monday, May 4th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of VICI Properties in a research note on Friday, March 27th. Mizuho reaffirmed a “neutral” rating and set a $30.00 price target on shares of VICI Properties in a research note on Wednesday, March 11th. Robert W. Baird cut their price target on VICI Properties from $36.00 to $34.00 and set an “outperform” rating on the stock in a research note on Monday, March 2nd. Finally, Barclays upped their price target on VICI Properties from $33.00 to $34.00 and gave the company an “overweight” rating in a research note on Tuesday, April 21st. Seven investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, VICI Properties has a consensus rating of “Moderate Buy” and a consensus target price of $33.38.

VICI Properties Trading Down 1.1%

NYSE VICI opened at $28.11 on Friday. The stock has a 50-day simple moving average of $28.24 and a 200 day simple moving average of $28.41. The company has a market capitalization of $30.05 billion, a PE ratio of 9.63 and a beta of 0.65. The company has a current ratio of 3.62, a quick ratio of 3.62 and a debt-to-equity ratio of 0.59. VICI Properties Inc. has a 12 month low of $26.55 and a 12 month high of $34.01.

VICI Properties (NYSE:VICI) last released its quarterly earnings data on Wednesday, April 29th. The company reported $0.82 EPS for the quarter, beating analysts’ consensus estimates of $0.71 by $0.11. The business had revenue of $1.02 billion during the quarter, compared to the consensus estimate of $1.01 billion. VICI Properties had a return on equity of 11.05% and a net margin of 76.83%.The firm’s revenue was up 3.5% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.58 earnings per share. VICI Properties has set its FY 2026 guidance at 2.440-2.470 EPS. Research analysts forecast that VICI Properties Inc. will post 2.46 EPS for the current year.

VICI Properties Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 18th will be issued a $0.45 dividend. This represents a $1.80 dividend on an annualized basis and a yield of 6.4%. The ex-dividend date is Thursday, June 18th. VICI Properties’s dividend payout ratio is currently 61.64%.

VICI Properties Profile

VICI Properties (NYSE: VICI) is a publicly traded real estate investment trust (REIT) that specializes in experiential real estate, with a primary focus on gaming, hospitality and entertainment assets. The company acquires, owns and manages a portfolio of destination properties and leases those assets to operators under long-term agreements, generating rental income and partnering on property development and capital projects. VICI was formed in connection with the restructuring of Caesars Entertainment and has since grown through acquisitions and strategic transactions to expand its footprint in the gaming and leisure sector.

The company’s portfolio is concentrated in major U.S.