US · Real Estate · REIT - Diversified
EPS came in at 0.62 against a street estimate of 0.62 — a beat of 0.0%.
Analysts rate VICI Properties Inc a buy (16 buy, 9 hold, 0 sell out of 25) with an average price target of $31.58.
CONFIDENT VICI raised 2026 AFFO guidance, added three new tenants (Golden Entertainment, Clairvest, Club Med), and deployed $75M in Caribbean build-to-suit. Las Vegas strip gaming ahead YoY; regional markets rebounding on innovation. Q2 2026 St. Croix Club Med property represents VICI's first Caribbean investment and build-to-suit structure. U.S. dominates portfolio; international expansion being evaluated. Analysts pressed on regional M&A (Churchill Downs sale), major tenant uncertainty amid ownership changes, and private vs. public operator flexibility. Management emphasized continuous dialogue with partners, selective opportunity evaluation, and higher IRR potential with private operators justifying capital allocation over buybacks. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 11.75% |
| Vanguard Portfolio Management, LLC | 7.84% |
| State Street Corp | 6.10% |
| Vanguard Capital Management, LLC | 5.93% |
| Geode Capital Management, LLC | 3.65% |
| Allianz Asset Management AG | 2.86% |
| Bank of America Corp | 2.66% |
| T. Rowe Price Associates, Inc. | 2.18% |
| Document | Date |
|---|---|
| Board / officer change · Q3 2026 VICI PROPERTIES INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Board size increasing from 7 to 8 directors upon John M. Sullivan's appointment effective | 2026-09-08 |
| Material agreement · Q3 2026 VICI PROPERTIES INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Company completed debt offering on August 14, 2026 totaling $1.75 billion in new notes • | 2026-08-14 |
| Material agreement · Q3 2026 VICI PROPERTIES INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Total debt issuance: $1.75 billion in senior notes ($900 million due 2031 + $850 million | 2026-08-06 |
| Quarterly report · Q2 2026 VICI PROPERTIES INC. - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Assets: $48.3 billion as of June 30, 2026, up from $46.7 billion at December 31 | 2026-07-29 |
| Results announced · Q3 2026 VICI PROPERTIES INC. – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total revenues: $1.1 billion, up 5.7% year-over-year • Net income attributable to | 2026-07-29 |
| Quarterly report · Q1 2026 VICI PROPERTIES INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total assets: $47.09 billion (March 31, 2026) vs. $46.72 billion (December 31, 2025) | 2026-04-29 |
| Proxy statement · Q2 2026 VICI PROPERTIES INC. — PROXY STATEMENT SUMMARY --- CEO COMPENSATION AND CHANGE • Edward B. Pitoniak (CEO) total compensation for 2025: $18,149,621 | 2026-03-16 |
| Annual report FY2025 VICI PROPERTIES INC. – FORM 10-K SUMMARY (Year Ended December 31, 2025) HEADLINE NUMBERS • Portfolio Size: 93 experiential assets (54 gaming propert | 2026-02-25 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.46 / share ex-date Sep 17, 2026 · pay Oct 8, 2026 | 2026-09-17 |
| Dividend | $0.45 / share ex-date Jun 18, 2026 · pay Jul 9, 2026 | 2026-06-18 |
| Dividend | $0.45 / share ex-date Mar 19, 2026 · pay Apr 9, 2026 | 2026-03-19 |
| Dividend | $0.45 / share ex-date Dec 17, 2025 · pay Jan 8, 2026 | 2025-12-17 |
| Dividend | $0.45 / share ex-date Sep 18, 2025 · pay Oct 9, 2025 | 2025-09-18 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for VICI Properties Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-18.