Analysts Set $51.89 Average Target as Insiders Sell $1.83M in Gaming and Leisure Properties
Twelve brokerages rate Gaming and Leisure Properties as a Moderate Buy with an average 12-month target price of $51.89. Insiders offloaded 40,864 shares worth $1.83 million in the last quarter, cutting their holdings to 4.26% of outstanding stock.
1. Q4 2025 Earnings Release and Conference Call Scheduled
Gaming and Leisure Properties, Inc. announced it will publish its fourth quarter 2025 financial results on February 19, 2026, immediately after market close, followed by a management conference call on February 20 at 10:00 a.m. ET. Chairman and CEO Peter M. Carlino and the senior leadership team will review operating metrics, triple-net lease performance and year-over-year rental revenue growth. Investors can access the live webcast via the company's Investor Relations website, with registration opening 15 minutes before the call. A replay will remain available online for 90 days, and telephone access details, including domestic and international dial-in numbers and a playback passcode, were provided.
2. Analyst Consensus Rating Reflects Balanced Outlook
MarketBeat reports that twelve brokerage firms covering GLPI have issued a consensus rating of “Moderate Buy,” with an equal split of six analysts recommending “Buy” and six recommending “Hold.” Recent research activity includes upgrades by Morgan Stanley to an “Equal Weight” stance and by JPMorgan Chase & Co. from “Neutral” to “Overweight,” while Barclays maintained an “Overweight” view. This balanced distribution suggests analysts see steady rental cash flows and potential upside from new property acquisitions but remain cautious on leverage levels amid rising interest rates.
3. Insider and Institutional Transactions Signal Confidence Trends
During the fourth quarter, company insiders reduced their combined holdings by approximately 40,864 shares, with Director E. Scott Urdang selling 4,000 shares (a 2.99% position reduction) and SVP Steven Ladany selling 18,000 shares (a 21.66% position reduction). These transactions accounted for nearly $1.83 million in share sales. On the institutional side, Voya Investment Management added 22,944 shares (an 8.7% increase) and Gateway Investment Advisers increased its stake by 45.2%. Meanwhile, Wealth Enhancement Advisory Services expanded its position by over 1,500%, acquiring nearly 275,000 shares. Together, hedge funds and institutions now own more than 91% of shares outstanding, underscoring strong professional investor engagement.