Gaming and Leisure Properties (NASDAQ:GLPI) Announces Earnings Results, Beats Estimates By $0.01 EPS

Gaming and Leisure Properties (NASDAQ:GLPI) released its quarterly earnings data on Thursday. The real estate investment trust reported $0.99 earnings per share for the quarter, beating analysts’ consensus estimates of $0.98 by $0.01, Briefing.com reports. The business had revenue of $407.03 million during the quarter, compared to analyst estimates of $406.02 million. Gaming and Leisure Properties had a net margin of 49.54% and a return on equity of 16.34%. Gaming and Leisure Properties’s revenue was up 4.5% compared to the same quarter last year. During the same period in the previous year, the business earned $0.95 EPS. Gaming and Leisure Properties updated its FY 2026 guidance to 4.060-4.110 EPS.

Gaming and Leisure Properties Trading Down 0.8%

Shares of Gaming and Leisure Properties stock traded down $0.37 during trading on Friday, reaching $46.98. The company’s stock had a trading volume of 1,112,048 shares, compared to its average volume of 2,344,295. Gaming and Leisure Properties has a 52-week low of $41.17 and a 52-week high of $52.24. The company has a market cap of $13.30 billion, a price-to-earnings ratio of 17.02, a PEG ratio of 2.58 and a beta of 0.67. The firm’s 50-day moving average is $45.25 and its two-hundred day moving average is $45.43. The company has a quick ratio of 13.23, a current ratio of 13.23 and a debt-to-equity ratio of 1.47.

Gaming and Leisure Properties Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, March 27th. Stockholders of record on Friday, March 13th will be issued a $0.78 dividend. This represents a $3.12 dividend on an annualized basis and a dividend yield of 6.6%. The ex-dividend date is Friday, March 13th. Gaming and Leisure Properties’s payout ratio is presently 113.04%.

Trending Headlines about Gaming and Leisure Properties

Here are the key news stories impacting Gaming and Leisure Properties this week:

• Positive Sentiment: GLPI reported record Q4 and full‑year 2025 results with revenue, net income, FFO and AFFO all up year‑over‑year — Q4 FFO/FFO per share topped estimates. The results support the company’s cashflow profile and dividend coverage. GLPI Press Release
• Positive Sentiment: Management issued upbeat 2026 guidance: AFFO of $1.207–$1.222B (or $4.06–$4.11/share), materially above prior consensus — a clear signal of expected accelerating cash‑flow growth. Supplemental Presentation
• Positive Sentiment: The board declared a $0.78 quarterly dividend (annualized ~$3.12/share) yielding roughly 6.6–7.0%, supporting income‑oriented investors and adding a defensive return component. Dividend Article
• Neutral Sentiment: Growth is being driven by acquisitions and development funding — GLPI closed the Bally’s Twin River Lincoln deal and is funding large projects (Cordish Live! Virginia, Bally’s Chicago). These transactions boost revenue/ AFFO potential but shift capital mix toward development lending. Quiver Summary
• Negative Sentiment: GLPI has ~ $2.6B of future funding commitments and notes exposure to a difficult transaction/financing environment; project execution, tenant performance and interest rates pose execution and credit risks that could pressure results if conditions worsen. Press Release – Commitments
• Negative Sentiment: Recent disclosures show notable insider selling activity and GLPI flagged ongoing financing risks; combined with elevated long‑term debt balances and forward equity settlement later this year, these items can weigh on sentiment despite solid operating metrics. Insider & Hedge Fund Activity

Wall Street Analyst Weigh In

A number of research firms have weighed in on GLPI. Scotiabank lowered their target price on shares of Gaming and Leisure Properties from $50.00 to $48.00 and set a “sector perform” rating on the stock in a research note on Monday, February 2nd. JPMorgan Chase & Co. raised shares of Gaming and Leisure Properties from a “neutral” rating to an “overweight” rating and upped their price target for the stock from $52.00 to $53.00 in a report on Friday, December 12th. Stifel Nicolaus set a $48.50 price objective on Gaming and Leisure Properties in a research report on Thursday, February 12th. Mizuho set a $50.00 target price on Gaming and Leisure Properties and gave the stock an “outperform” rating in a research report on Wednesday, December 17th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Gaming and Leisure Properties in a research note on Thursday, January 22nd. Six analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat.com, Gaming and Leisure Properties presently has a consensus rating of “Moderate Buy” and an average target price of $51.86.

Insider Buying and Selling

In other Gaming and Leisure Properties news, SVP Steven Ladany sold 18,000 shares of the company’s stock in a transaction dated Wednesday, December 31st. The shares were sold at an average price of $44.77, for a total transaction of $805,860.00. Following the completion of the sale, the senior vice president directly owned 65,099 shares in the company, valued at $2,914,482.23. This represents a 21.66% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. In the last 90 days, insiders have sold 36,864 shares of company stock valued at $1,650,906. 4.26% of the stock is owned by company insiders.

Institutional Investors Weigh In On Gaming and Leisure Properties

A number of large investors have recently added to or reduced their stakes in the company. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in shares of Gaming and Leisure Properties by 711.8% in the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 2,369,851 shares of the real estate investment trust’s stock worth $110,459,000 after acquiring an additional 2,077,937 shares in the last quarter. Bank of America Corp DE grew its holdings in Gaming and Leisure Properties by 175.7% in the third quarter. Bank of America Corp DE now owns 2,364,746 shares of the real estate investment trust’s stock worth $110,221,000 after purchasing an additional 1,507,006 shares during the period. AQR Capital Management LLC increased its stake in shares of Gaming and Leisure Properties by 229.2% during the fourth quarter. AQR Capital Management LLC now owns 1,981,347 shares of the real estate investment trust’s stock valued at $88,546,000 after purchasing an additional 1,379,425 shares in the last quarter. Deutsche Bank AG lifted its holdings in shares of Gaming and Leisure Properties by 211.5% during the fourth quarter. Deutsche Bank AG now owns 1,640,463 shares of the real estate investment trust’s stock valued at $73,312,000 after purchasing an additional 1,113,889 shares during the last quarter. Finally, Long Pond Capital LP bought a new stake in shares of Gaming and Leisure Properties in the 4th quarter worth approximately $44,413,000. Institutional investors own 91.14% of the company’s stock.

About Gaming and Leisure Properties

Gaming and Leisure Properties, Inc (NASDAQ: GLPI) is a real estate investment trust (REIT) specializing in the ownership and management of gaming and entertainment properties. Established in 2013 as a spin-off from Penn National Gaming, the company was designed to acquire and hold real estate assets associated with casinos, racetracks and other gaming facilities, while leasing those assets back to operating partners under long-term, triple-net lease agreements.

The company’s core activities involve identifying attractive gaming real estate, structuring lease agreements that align tenant incentives with property performance, and actively managing its portfolio to enhance asset value.