Gaming and Leisure Properties (NASDAQ:GLPI) Issues FY 2026 Earnings Guidance

Gaming and Leisure Properties (NASDAQ:GLPI) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 4.060-4.110 for the period, compared to the consensus EPS estimate of 3.450. The company issued revenue guidance of -.

Wall Street Analyst Weigh In

GLPI has been the topic of several research reports. JPMorgan Chase & Co. raised Gaming and Leisure Properties from a “neutral” rating to an “overweight” rating and upped their price target for the company from $52.00 to $53.00 in a report on Friday, December 12th. Stifel Nicolaus set a $48.50 target price on Gaming and Leisure Properties in a report on Thursday, February 12th. Cantor Fitzgerald reduced their target price on Gaming and Leisure Properties from $51.00 to $49.00 and set a “neutral” rating for the company in a report on Thursday, November 6th. Scotiabank decreased their price target on Gaming and Leisure Properties from $50.00 to $48.00 and set a “sector perform” rating for the company in a research report on Monday, February 2nd. Finally, Morgan Stanley boosted their price objective on Gaming and Leisure Properties from $52.00 to $53.00 and gave the stock an “equal weight” rating in a report on Wednesday, December 24th. Six equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat.com, Gaming and Leisure Properties presently has an average rating of “Moderate Buy” and an average target price of $51.86.

Gaming and Leisure Properties Trading Down 0.2%

Gaming and Leisure Properties stock opened at $47.25 on Friday. The stock has a market cap of $13.37 billion, a P/E ratio of 16.24, a P/E/G ratio of 2.61 and a beta of 0.67. The company’s fifty day simple moving average is $45.33 and its 200-day simple moving average is $45.43. Gaming and Leisure Properties has a 12 month low of $41.17 and a 12 month high of $52.24. 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 (NASDAQ:GLPI) last announced its quarterly earnings results on Thursday, February 19th. The real estate investment trust reported $0.99 earnings per share for the quarter, topping analysts’ consensus estimates of $0.98 by $0.01. Gaming and Leisure Properties had a return on equity of 17.26% and a net margin of 52.24%.The company had revenue of $407.03 million during the quarter, compared to analysts’ expectations of $406.02 million. During the same quarter in the previous year, the firm earned $0.95 earnings per share. The business’s quarterly revenue was up 4.5% compared to the same quarter last year. Gaming and Leisure Properties has set its FY 2026 guidance at 4.060-4.110 EPS. As a group, sell-side analysts forecast that Gaming and Leisure Properties will post 3.81 EPS for the current fiscal year.

Gaming and Leisure Properties Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, March 27th. Stockholders of record on Friday, March 13th will be paid 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 107.22%.

Insider Transactions at Gaming and Leisure Properties

In related news, SVP Steven Ladany sold 18,000 shares of Gaming and Leisure Properties stock in a transaction on Wednesday, December 31st. The shares were sold at an average price of $44.77, for a total value of $805,860.00. Following the transaction, the senior vice president owned 65,099 shares in the company, valued at $2,914,482.23. This trade represents a 21.66% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. In the last quarter, insiders have sold 36,864 shares of company stock valued at $1,650,906. Company insiders own 4.26% of the company’s stock.

Key Stories Impacting Gaming and Leisure Properties

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

• Positive Sentiment: Record Q4 and FY‑2025 results — revenue, FFO and AFFO improved year‑over‑year and GLPI beat consensus FFO for the quarter, supporting growth narrative. GLPI Press Release
• Positive Sentiment: Aggressive 2026 guidance — GLPI set AFFO guidance of $4.06–$4.11 per share (or $1.207–$1.222bn AFFO), well above consensus, which may support upside to estimates if delivery is credible. 2026 Guidance
• Positive Sentiment: Dividend maintained — Board declared a $0.78 quarterly dividend (ex‑dividend/record/payable dates disclosed), keeping a high yield that attracts income investors. Dividend Article
• Positive Sentiment: Active portfolio and accretive transactions — recent acquisitions and development funding (e.g., Bally’s Twin River Lincoln, Live! Virginia land purchase, funding for Bally’s Chicago) expand rental base and future cash flow potential. Transaction Details
• Neutral Sentiment: Earnings call/transcript posted — full call transcript is available for investors wanting management color on guidance, pipeline and financing assumptions. Earnings Call Transcript
• Neutral Sentiment: Short‑interest data in feeds shows zero/NaN entries (likely erroneous) — no actionable short squeeze signal from this dataset. (Report entries showed 0 shares / NaN changes.)
• Negative Sentiment: Insider selling and institutional reshuffling — recent reports note insider sales and large institutional portfolio moves (some big reductions and additions), which can increase downward pressure or create volatility. Quiver / Insider Activity
• Negative Sentiment: Large funding pipeline and financing risk — management flagged ~ $2.6bn of future capital outlays and noted a difficult transaction/financing environment; execution and ability to fund projects without equity are key risks that could pressure shares if financing costs rise. Funding Commitments
• Negative Sentiment: Potential near‑term dilution — the company notes an anticipated settlement of ~$363.3M of forward equity on June 1, 2026; investors should watch dilution and how proceeds are used. Forward Equity Note

Hedge Funds Weigh In On Gaming and Leisure Properties

Several large investors have recently made changes to their positions in the business. CIBC Private Wealth Group LLC grew its holdings in Gaming and Leisure Properties by 141.8% in the 3rd quarter. CIBC Private Wealth Group LLC now owns 2,416 shares of the real estate investment trust’s stock valued at $113,000 after buying an additional 1,417 shares during the last quarter. Quarry LP boosted its position in shares of Gaming and Leisure Properties by 588.7% in the fourth quarter. Quarry LP now owns 3,099 shares of the real estate investment trust’s stock valued at $138,000 after acquiring an additional 2,649 shares during the period. Parallel Advisors LLC grew its stake in shares of Gaming and Leisure Properties by 70.9% in the third quarter. Parallel Advisors LLC now owns 3,697 shares of the real estate investment trust’s stock worth $172,000 after acquiring an additional 1,534 shares during the last quarter. Polymer Capital Management HK LTD bought a new position in Gaming and Leisure Properties during the third quarter worth $203,000. Finally, Eisler Capital Management Ltd. bought a new position in Gaming and Leisure Properties during the third quarter worth $215,000. Institutional investors and hedge funds 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.