Gaming & Leisure Properties

The shares of Gaming & Leisure Properties fell to a 52-week low of $41.16 and are down about 14.8% year-to-date, reflecting pressure in the REIT sector. For Q2 2026 the company reported adjusted earnings of $0.80 per share and revenue of $430.5 million, both roughly in line with expectations; the stock slipped slightly in after-hours trading. Adjusted funds from operations (AFFO) rose 10% and the dividend was increased by 5%. Analysts provided mixed assessments: InvestingPro rates the stock as undervalued with a score of 3.14, while Stifel rates it "hold" with a $49.00 price target and an AFFO estimate for 2026 of $4.12 per share. » Mere på de.investing.com

Gaming and Leisure Properties reported roughly 9% revenue growth in Q2, beat estimates and raised its full-year adjusted funds from operations outlook. Billionaire-led funds increased holdings, and the stock offers a dividend yield near 7.5%. The company trades at lower valuation multiples than the real estate sector, but faces tenant concentration risk from PENN and Bally's and potential headwinds from video gaming terminals and Bally's Chicago troubles. Higher interest rates remain a broad drag on REIT valuations despite GLPI's solid fundamentals. » Mere på finance.yahoo.com

Gaming and Leisure Properties reported strong Q1 with total income from real estate up over $24 million year-over-year, driven by $33 million of cash rent increases from acquisitions and escalators. Management reiterated full-year 2026 AFFO guidance of $1.212bn–$1.223bn ($4.08–$4.12 per diluted share) and outlined a $1.8 billion capital commitment runway, including $750M–$800M of 2026 development spend and the planned $225 million Aurora acquisition. The company ended the quarter at a 5x leverage ratio with $275 million cash, about $230 million annual free cash flow, and said cap rates are normalizing to accretive levels. » Mere på finance.yahoo.com