Gaming and Leisure Properties Gets $51.89 Average Target, Insiders Sell $988K Shares Before Q4 Call
Gaming and Leisure Properties will release Q4 2025 results on February 19, 2026 with a conference call led by CEO Peter M. Carlino on February 20, 2026. Twelve brokerages assign a Moderate Buy rating with a $51.89 average 12-month target, and insiders sold 22,000 shares for about $988,000.
1. Q4 2025 Earnings Release and Conference Call Scheduled
Gaming and Leisure Properties, Inc. will publish its fourth quarter 2025 financial results on Thursday, February 19, 2026, immediately after market close. The Company has arranged a conference call at 10:00 a.m. ET on Friday, February 20, 2026, during which Chairman and CEO Peter M. Carlino and senior management will present detailed quarterly performance metrics, review significant events from the quarter, and field questions from analysts. Investors may access the live webcast via the Investor Relations section of www.glpropinc.com (registration and audio software download required 15 minutes before start). A replay of the call will be available on the website for 90 days; telephone playback (passcode 13758037) will run through Friday, February 27, 2026.
2. Analyst Consensus Rating and Recent Broker Actions
MarketBeat Ratings reports a consensus rating of “Moderate Buy” for GLPI based on 12 brokerages; six recommend Hold and six recommend Buy. The average 12-month target price stands at $51.8864. In recent weeks, Morgan Stanley lifted its price target from $52.00 to $53.00 and maintained an Equal Weight rating; Mizuho set a $50.00 objective with an Outperform rating; JPMorgan Chase upgraded its recommendation from Neutral to Overweight and raised its target from $52.00 to $53.00; UBS reaffirmed its Buy rating; and Barclays reduced its target from $54.00 to $52.00 while retaining an Overweight stance.
3. Insider Transactions and Institutional Ownership Trends
During the latest quarter, Director E. Scott Urdang sold 4,000 shares at an average price of $45.49 (totaling $181,960), reducing his holding by 2.99% to 129,953 shares. SVP Steven Ladany sold 18,000 shares at an average of $44.77 (totaling $805,860), a 21.66% reduction to 65,099 shares. Overall, insiders sold 40,864 shares worth $1,832,866 and now own 4.26% of GLPI. Institutional investors hold 91.14% of shares; notable movements include Voya Investment Management increasing its stake by 8.7% to 286,786 shares ($14.6 million), Gateway Investment Advisers rising 45.2% to 53,561 shares ($2.5 million), Sumitomo Mitsui DS Asset Management adding 2.6% to 82,870 shares ($3.9 million), Swedbank AB initiating a $1.27 million position, and Wealth Enhancement Advisory Services expanding its stake 1,547.3% to 292,734 shares ($14.1 million).