Gaming and Leisure Properties Offers 7.0% Yield as Analysts Issue $51.89 Target

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Twelve brokers assign a consensus Moderate Buy rating on Gaming and Leisure Properties with an average 12-month target of $51.89. Insiders sold 40,864 shares worth $1.83M over the last quarter while the REIT maintains a 7.0% annual dividend yield.

1. Q4 2025 Earnings Release and Conference Call Scheduled

Gaming and Leisure Properties, Inc. announced it will publish its 2025 fourth quarter financial results on February 19, 2026, following market close. The next morning at 10:00 a.m. ET on February 20, Chairman and CEO Peter M. Carlino and senior management will host a conference call to review quarterly performance, discuss strategic developments and respond to investor questions. The live webcast and replay will be accessible via the company’s investor relations website for 90 days.

2. Consensus “Moderate Buy” Rating from Analysts

Twelve brokerages covering Gaming and Leisure Properties have assigned a consensus rating of “Moderate Buy,” split evenly between hold and buy recommendations. The average 12-month target price among those analysts stands at $51.89. Over the past quarter, Morgan Stanley, Mizuho, JPMorgan Chase & Co., UBS Group and Barclays each provided updated opinions or price objectives, reflecting a range of views on growth prospects in the real estate investment trust sector.

3. Insider Sales and Institutional Activity

In recent months, Director E. Scott Urdang sold 4,000 shares, while Senior Vice President Steven Ladany divested 18,000 shares, representing declines of 2.99% and 21.66% in their respective stakes. Combined insider sales totaled 40,864 shares valued at $1.83 million during the quarter. Institutions remain heavily invested, with ownership at 91.14%. Notable shifts include an 8.7% increase by Voya Investment Management and a 1,547.3% surge by Wealth Enhancement Advisory Services.

4. Latest Quarterly Results, Guidance and Dividend Update

For the third quarter ended October 30, the company reported earnings per share of $0.97, surpassing consensus by $0.01, on revenue of $397.6 million, reflecting a 3.2% year-over-year increase. Net margin was 49.5% and return on equity reached 16.3%. Full-year 2025 EPS guidance remains in the $3.86–$3.88 range, while analysts project $3.81 for the year. A quarterly dividend of $0.78 was paid December 19, equating to a 7.0% annualized yield and a payout ratio of 113.0%.

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