Gaming and Leisure Properties Schedules Q4 Earnings Release; Analysts Set $51.89 Target
Gaming and Leisure Properties has scheduled Q4 2025 earnings release for February 19, 2026 and will host a conference call on February 20 with CEO Peter Carlino reviewing performance. Analysts hold a consensus Moderate Buy rating with an average 12-month price target of $51.89 from twelve brokerages.
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, following market close. The company’s Chairman and CEO Peter M. Carlino, along with senior management, will host a live conference call on February 20, 2026 at 10:00 a.m. ET. During the call, management will discuss quarterly financial performance, key operational metrics, recent property acquisitions and leasing activity, and will conduct a question-and-answer session. A live webcast will be available on the Investor Relations section of the company website, with registration opening 15 minutes before the start, and a replay accessible for 90 days.
2. Analyst Consensus and Recent Rating Changes
Twelve brokerages covering Gaming and Leisure Properties have produced a consensus rating of Moderate Buy, split evenly with six analysts recommending Hold and six recommending Buy. Over the past month, Morgan Stanley moved its rating to Equal Weight, Mizuho maintained an Outperform stance, JPMorgan upgraded to Overweight, UBS reaffirmed a Buy recommendation, and Barclays continued to rate the stock as Overweight. Analysts have cited the company’s resilient rent coverage ratios, stable occupancy of its casino portfolio, and attractive dividend yield as core drivers behind positive outlooks.
3. Insider Transactions and Institutional Ownership Trends
Director E. Scott Urdang sold 4,000 shares in early November, reducing his holding by just under 3%; SVP Steven Ladany sold 18,000 shares at year-end, trimming his position by 21.7%. Total insider sales in the quarter amounted to 40,864 shares, representing approximately 4.26% of outstanding insider holdings. On the institutional front, Voya Investment Management increased its stake by 8.7%, Gateway Investment Advisers expanded by 45.2%, Sumitomo Mitsui DS Asset Management rose by 2.6%, while Swedbank AB initiated a new position. Wealth Enhancement Advisory Services saw the largest addition, boosting its position more than fifteen-fold. Institutional and hedge fund ownership remains above 90%.