Gaming and Leisure Properties Schedules Q4 2025 Results Release; Consensus Target $51.89

GLPIGLPI

Gaming and Leisure Properties will release its Q4 2025 results after market close on February 19, 2026, followed by a conference call at 10:00 a.m. ET on February 20. Twelve brokerages assign a consensus Moderate Buy rating on the stock with an average 12-month target price of $51.89.

1. Q4 2025 Earnings Release and Conference Call Scheduled

Gaming and Leisure Properties, Inc. will publish its fourth quarter 2025 financial results on February 19, 2026, immediately following market close. The company’s executive team, led by Chairman and Chief Executive Officer Peter M. Carlino, will then host a live conference call on February 20, 2026 at 10:00 a.m. Eastern Time to review quarterly performance, discuss recent developments and respond to investor questions. The webcast will be available through the Investor Relations section of the company’s website, with registration opening 15 minutes before the call. A replay will remain accessible online for 90 days, and telephone dial-in and playback details have been provided to ensure broad investor participation.

2. Consensus “Moderate Buy” Rating Backed by Analyst Coverage

MarketBeat Ratings reports that twelve brokerages currently cover Gaming and Leisure Properties, evenly split between buy and hold recommendations, resulting in a consensus rating of “Moderate Buy.” Over the past month, Morgan Stanley upgraded its stance to an equal‐weight rating, Mizuho reiterated an outperform rating and JPMorgan Chase & Co. moved to overweight. Barclays, UBS and other major firms have maintained or adjusted their outlooks, producing an average 12-month target of 51.8864. This broad analytical support reflects expectations for steady dividend yields above 7% and continued growth in net operating income from the company’s triple‐net lease portfolio.

3. Recent Financial Performance and Guidance Affirm Stability

In the third quarter of 2025, GLPI reported net revenue of $397.6 million and earnings of $0.97 per share, marginally exceeding consensus estimates. Revenue rose 3.2% year-over-year, while net margin approached 50% and return on equity stood at 16.3%. The REIT has set full-year 2025 earnings guidance at between 3.860 and 3.880 per share, indicating stable cash flow generation from its gaming property leases. With a current ratio of 13.23 and a debt-to-equity ratio of 1.47, the balance sheet remains well-positioned to support ongoing dividend distributions and selective portfolio acquisitions.

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