Gaming and Leisure Properties schedules Feb. 19 Q4 results, $51.89 target seen
Gaming and Leisure Properties will release its 2025 fourth quarter results on February 19, 2026 and host a conference call on February 20, 2026 with CEO Peter M. Carlino. Twelve analysts have assigned a consensus ‘Moderate Buy’ rating to GLPI stock, with an average 12-month target price of $51.89.
1. Q4 2025 Earnings Release and Conference Call
Gaming and Leisure Properties, Inc. announced it will publish its fourth quarter 2025 financial results after market close on February 19, 2026, and host a conference call at 10:00 a.m. ET on February 20. Chairman and CEO Peter M. Carlino and senior management will review quarterly performance, discuss recent events and answer investor questions. The webcast will be accessible via the company’s Investor Relations website, with a replay available for 90 days. Domestic participants may dial 1-877-407-0784 and international participants 1-201-689-8560. Playback numbers will be active through February 27, 2026, utilizing passcode 13758037.
2. Consensus Rating and Analyst Price Targets
A consensus of twelve brokerages assigns Gaming and Leisure Properties a “Moderate Buy” rating, split evenly between six hold and six buy recommendations, with an average 12-month target price of 51.8864. Recent upgrades include Morgan Stanley raising its target from 52.00 to 53.00 with an equal-weight rating on December 24, Mizuho initiating an outperform rating with a 50.00 objective on December 17, and JPMorgan Chase & Co. upgrading from neutral to overweight while boosting its target from 52.00 to 53.00 on December 12. Barclays maintained an overweight stance but lowered its objective from 54.00 to 52.00 on December 3, and UBS restated its buy rating earlier in December.
3. Insider Transactions and Institutional Holdings
Company insiders sold a total of 40,864 shares worth 1,832,866 in the past quarter. Director E. Scott Urdang reduced his holdings by 2.99% through a 4,000-share sale on November 4, generating proceeds of 181,960, while SVP Steven Ladany sold 18,000 shares on December 31 for 805,860 and cut his position by 21.66%. Insiders now own 4.26% of total shares. Major institutional changes include Voya Investment Management increasing its stake by 8.7% to 286,786 shares in Q1, Gateway Investment Advisers adding 16,665 shares (+45.2%) in Q2, and Wealth Enhancement Advisory Services raising its position by 1,547.3% to 292,734 shares. Overall, 91.14% of shares are held by institutional investors and hedge funds.