Gaming and Leisure Properties Receives 'Moderate Buy' Consensus with $51.89 Average Price Target
Twelve brokerages assign GLPI a 'Moderate Buy' consensus with an average 12-month target of $51.89, as Morgan Stanley and JPMorgan lift their price targets to $53.00 while Barclays cuts to $52.00. Company insiders sold 40,864 shares valued at $1.83M last quarter, and GLPI affirmed FY2025 EPS guidance of 3.860–3.880.
1. Scheduled Earnings Release and Conference Call
Gaming and Leisure Properties has announced it will publish its fourth quarter 2025 financial results on February 19, 2026, following market close. The company will host a live webcast and telephone conference call at 10:00 a.m. ET on February 20, 2026, led by Chairman and CEO Peter M. Carlino along with senior management. During the call, leadership will review quarterly performance metrics, discuss recent strategic events, and answer questions. Webcast registration opens 15 minutes before the start time, and a replay will be available on the company website for 90 days.
2. Consensus Analyst Rating and Price Targets
MarketBeat reports that twelve brokerages covering the company hold a consensus rating of Moderate Buy, split evenly between six Hold and six Buy recommendations. The average 12-month price target stands at $51.89 per share. Recent analyst actions include Morgan Stanley raising its target to $53.00 with an Equal Weight rating; Mizuho setting a $50.00 objective with an Outperform stance; and JPMorgan Chase upgrading to Overweight while lifting its target to $53.00. Barclays, meanwhile, lowered its target from $54.00 to $52.00 but maintained an Overweight rating.
3. Insider and Institutional Transactions and Financial Metrics
Company insiders sold a combined 40,864 shares in the past quarter, representing $1.83 million in proceeds and reducing insider ownership to 4.26%. Director E. Scott Urdang divested 4,000 shares and SVP Steven Ladany sold 18,000 shares in separate transactions. Meanwhile, institutional investors remain highly engaged: Voya Investment Management increased its stake by 8.7%, acquiring 22,944 additional shares; Gateway Investment Advisers added 45.2% more shares; and Wealth Enhancement Advisory Services boosted its holding by over 1,500%, ending the period with 292,734 shares. The REIT reported $397.6 million in revenue for Q3 2025, up 3.2% year-over-year, with EPS of $0.97, beating consensus by $0.01. Guidance for full-year 2025 EPS is set at a range of 3.860‒3.880, against a current consensus forecast of 3.81. The company maintains a quarterly dividend of $0.78 per share, equating to a 7.0% annualized yield and a payout ratio above 110%.