Gaming & Leisure Properties

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. » Plus sur 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. » Plus sur finance.yahoo.com

Gaming and Leisure Properties reported Q4 2025 earnings per share of $0.94 versus $0.74 expected and revenue of $407.03 million (forecast $405.34 million). The results benefited from rent increases, a $37.8 million decline in operating costs and the acquisition of Bally’s Lincoln for $700 million. Management issued AFFO guidance for 2026 of $1.207–1.222 billion ($4.06–4.11 per diluted share); the stock rose slightly in pre-market trading. » Plus sur de.investing.com