US · Real Estate · REIT - Specialty
EPS came in at 1.03 against a street estimate of 1.00 — a beat of 3.0%.
Analysts rate Gaming & Leisure Properties a buy (15 buy, 8 hold, 1 sell out of 24) with an average price target of $51.65.
CONFIDENT GLPI delivered strong Q2 with 10% AFFO growth. Regional gaming remains robust; management emphasizes market undervaluation. Dividend raised 5%. $400M-$450M development funding planned through 2026. Q2 2026 Peter Carlino emphasized regional gaming revenues are 'bulletproof' and operating environment remains strong. Tenants showing good same-store growth and ROI on new/expanded properties. Rent coverage ranged $1.58B–$2.46B. Analysts probed competitive threats (other financing sources, operator take-privates), sensitivity to rates, and iGaming impact. Management reinforced disciplined underwriting, no chase mentality, and confidence in regional resilience regardless of macro headwinds. 2026-07-31…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 12.33% |
| Vanguard Portfolio Management, LLC | 8.14% |
| Dodge & Cox | 4.73% |
| State Street Corp | 4.63% |
| Wellington Management Company LLP | 4.29% |
| Vanguard Capital Management, LLC | 4.23% |
| Geode Capital Management, LLC | 2.89% |
| Principal Financial Group Inc | 2.30% |
| Document | Date |
|---|---|
| Results announced · Q3 2026 GAMING AND LEISURE PROPERTIES, INC. – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total Revenue Q2 2026: $430.5 million (up 9.0% vs Q2 2025: $394.9 | 2026-07-31 |
| Quarterly report · Q2 2026 GAMING AND LEISURE PROPERTIES, INC. - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Assets: $14.16 billion (June 30, 2026) vs. $12.91 billion (Decem | 2026-07-30 |
| Shareholder vote results · Q2 2026 GAMING AND LEISURE PROPERTIES, INC. (GLPI) — 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting Date: June 4, 2026 • Total Shares Voted (Director Electio | 2026-06-05 |
| Results announced · Q2 2026 GAMING AND LEISURE PROPERTIES Q1 2026 SUMMARY HEADLINE NUMBERS • Total Revenue Q1 2026: $420.0 million, up 6.3% from $395.2 million in Q1 2025 • Net | 2026-04-24 |
| Proxy statement · Q2 2026 GAMING AND LEISURE PROPERTIES, INC. — 2026 PROXY SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect eight directors: Peter M. Carlino (Chai | 2026-04-24 |
| Quarterly report · Q1 2026 GAMING AND LEISURE PROPERTIES, INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Assets: $13.765 billion as of March 31, 2026, up from $12.910 bi | 2026-04-23 |
| Material agreement · Q1 2026 GAMING AND LEISURE PROPERTIES, INC. (GLPI) – 8-K SUMMARY HEADLINE NUMBERS • Company borrowed a new $679 million term loan on March 4, 2026 • Term lo | 2026-03-10 |
| Annual report FY2025 GAMING AND LEISURE PROPERTIES, INC. (GLPI) – FORM 10-K SUMMARY HEADLINE NUMBERS • Market capitalization: $12.7 billion (as of June 30, 2025) • Outst | 2026-02-19 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.82 / share ex-date Sep 11, 2026 · pay Sep 25, 2026 | 2026-09-11 |
| Dividend | $0.82 / share ex-date Jun 12, 2026 · pay Jun 26, 2026 | 2026-06-12 |
| Dividend | $0.78 / share ex-date Mar 13, 2026 · pay Mar 27, 2026 | 2026-03-13 |
| Dividend | $0.78 / share ex-date Dec 5, 2025 · pay Dec 19, 2025 | 2025-12-05 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Gaming & Leisure Properties — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-19.