Strs Ohio Lowers Position in VICI Properties Inc. $VICI

Strs Ohio trimmed its stake in VICI Properties Inc. (NYSE:VICI) by 4.6% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 927,862 shares of the company’s stock after selling 44,366 shares during the quarter. Strs Ohio’s holdings in VICI Properties were worth $26,091,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in VICI. NewEdge Advisors LLC increased its stake in VICI Properties by 204.4% during the first quarter. NewEdge Advisors LLC now owns 37,580 shares of the company’s stock worth $1,226,000 after acquiring an additional 25,234 shares during the last quarter. Woodline Partners LP grew its holdings in shares of VICI Properties by 41.3% during the 1st quarter. Woodline Partners LP now owns 89,062 shares of the company’s stock worth $2,905,000 after purchasing an additional 26,017 shares during the period. Jump Financial LLC grew its holdings in shares of VICI Properties by 45.0% during the 2nd quarter. Jump Financial LLC now owns 26,597 shares of the company’s stock worth $867,000 after purchasing an additional 8,259 shares during the period. Treasurer of the State of North Carolina grew its holdings in shares of VICI Properties by 96.0% during the 2nd quarter. Treasurer of the State of North Carolina now owns 976,778 shares of the company’s stock worth $31,843,000 after purchasing an additional 478,538 shares during the period. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its holdings in shares of VICI Properties by 1.3% during the 2nd quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 210,846 shares of the company’s stock worth $6,860,000 after purchasing an additional 2,775 shares during the period. 97.71% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on VICI shares. Scotiabank cut VICI Properties from a “sector outperform” rating to a “sector perform” rating and decreased their target price for the stock from $36.00 to $30.00 in a report on Friday, January 30th. Weiss Ratings reissued a “hold (c)” rating on shares of VICI Properties in a research report on Friday, March 27th. Barclays increased their price objective on shares of VICI Properties from $33.00 to $34.00 and gave the stock an “overweight” rating in a research report on Tuesday, April 21st. Mizuho reissued a “neutral” rating and issued a $30.00 price objective on shares of VICI Properties in a research report on Wednesday, March 11th. Finally, Robert W. Baird dropped their price objective on shares of VICI Properties from $36.00 to $34.00 and set an “outperform” rating for the company in a research report on Monday, March 2nd. Seven analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $33.42.

More VICI Properties News

Here are the key news stories impacting VICI Properties this week:

• Positive Sentiment: Closed a large sale?leaseback that adds cash?producing assets — VICI completed the previously announced ~ $1.16–$1.2 billion acquisition of seven casino properties from Golden Entertainment and entered a triple?net master lease with a new operator entity, securing long?term rent under a low?capex structure. Article Title
• Positive Sentiment: Raised full?year AFFO outlook — Management outlined 2026 AFFO of $2.44–$2.47 per share and raised its full?year guidance, signaling confidence in core cash flow growth that supports the REIT’s dividend and valuation. Article Title
• Neutral Sentiment: Q1 results were largely in line — VICI reported Q1 revenue and EPS that modestly beat or matched consensus (FFO/ AFFO roughly in line with expectations), with year?over?year revenue growth but limited upside vs. forecasts. That suggests steady operations but not a big surprise to drive strong upside. Article Title
• Neutral Sentiment: Investor takeaways from the call — Management reiterated growth-through-acquisition strategy and emphasized predictable triple?net rent streams; the earnings call and presentation provide additional color on pipeline and capital allocation. Article Title
• Negative Sentiment: Market reaction muted/negative — Despite the acquisition and higher AFFO guidance, the stock is declining today, implying investors may have expected larger accretion or were disappointed that FFO/AFFO only matched estimates. Continued sector/interest?rate sensitivity and valuation (P/E and dividend yield context) may also be weighing on the share price.

VICI Properties Price Performance

VICI Properties stock opened at $28.55 on Friday. The firm has a market capitalization of $30.52 billion, a P/E ratio of 9.78, a PEG ratio of 3.27 and a beta of 0.67. The firm has a fifty day moving average of $28.52 and a 200-day moving average of $28.85. The company has a quick ratio of 3.17, a current ratio of 3.62 and a debt-to-equity ratio of 0.59. VICI Properties Inc. has a 52-week low of $26.55 and a 52-week high of $34.01.

VICI Properties (NYSE:VICI) last announced its earnings results on Wednesday, April 29th. The company reported $0.82 earnings per share for the quarter, beating the consensus estimate of $0.71 by $0.11. The business had revenue of $1.02 billion during the quarter, compared to the consensus estimate of $1.01 billion. VICI Properties had a net margin of 76.83% and a return on equity of 11.05%. The business’s quarterly revenue was up 3.5% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.58 earnings per share. VICI Properties has set its FY 2026 guidance at 2.440-2.470 EPS. As a group, analysts predict that VICI Properties Inc. will post 2.45 EPS for the current year.

VICI Properties Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, April 9th. Stockholders of record on Thursday, March 19th were paid a $0.45 dividend. The ex-dividend date was Thursday, March 19th. This represents a $1.80 annualized dividend and a dividend yield of 6.3%. VICI Properties’s dividend payout ratio is 61.64%.

VICI Properties Profile

VICI Properties (NYSE: VICI) is a publicly traded real estate investment trust (REIT) that specializes in experiential real estate, with a primary focus on gaming, hospitality and entertainment assets. The company acquires, owns and manages a portfolio of destination properties and leases those assets to operators under long-term agreements, generating rental income and partnering on property development and capital projects. VICI was formed in connection with the restructuring of Caesars Entertainment and has since grown through acquisitions and strategic transactions to expand its footprint in the gaming and leisure sector.

The company’s portfolio is concentrated in major U.S.