Gaming and Leisure Properties (NASDAQ:GLPI) Releases FY 2026 Earnings Guidance

Gaming and Leisure Properties (NASDAQ:GLPI) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 4.100-4.120 for the period, compared to the consensus estimate of 4.010. The company issued revenue guidance of -.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on GLPI shares. Stifel Nicolaus dropped their price target on Gaming and Leisure Properties from $50.00 to $49.00 and set a “hold” rating for the company in a research report on Friday. Wells Fargo & Company cut their target price on shares of Gaming and Leisure Properties from $48.00 to $45.00 and set an “equal weight” rating for the company in a research note on Wednesday, July 15th. Morgan Stanley upped their target price on shares of Gaming and Leisure Properties from $53.00 to $55.00 and gave the company an “equal weight” rating in a report on Monday, July 6th. Barclays decreased their price target on shares of Gaming and Leisure Properties from $53.00 to $50.00 and set an “overweight” rating on the stock in a research note on Wednesday, July 22nd. Finally, Scotiabank cut their price objective on shares of Gaming and Leisure Properties from $52.00 to $49.00 and set a “sector perform” rating for the company in a research report on Thursday, June 18th. Five research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $50.40.

Gaming and Leisure Properties Trading Up 0.1%

Gaming and Leisure Properties stock traded up $0.04 during trading on Friday, reaching $44.75. The company had a trading volume of 1,968,608 shares, compared to its average volume of 2,316,088. Gaming and Leisure Properties has a 12-month low of $41.17 and a 12-month high of $49.95. The company has a debt-to-equity ratio of 1.62, a quick ratio of 6.29 and a current ratio of 6.29. The stock’s 50 day moving average price is $45.51 and its two-hundred day moving average price is $46.27. The firm has a market capitalization of $12.68 billion, a price-to-earnings ratio of 14.18, a PEG ratio of 2.03 and a beta of 0.66.

Gaming and Leisure Properties (NASDAQ:GLPI) last posted its quarterly earnings results on Thursday, July 30th. The real estate investment trust reported $0.80 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.80. The company had revenue of $430.52 million for the quarter, compared to the consensus estimate of $428.51 million. Gaming and Leisure Properties had a net margin of 55.56% and a return on equity of 18.06%. Gaming and Leisure Properties’s revenue was up 9.0% on a year-over-year basis. During the same quarter last year, the firm posted $0.96 earnings per share. Gaming and Leisure Properties has set its FY 2026 guidance at 4.100-4.120 EPS. As a group, equities analysts expect that Gaming and Leisure Properties will post 4.01 earnings per share for the current fiscal year.

Gaming and Leisure Properties Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, June 26th. Investors of record on Friday, June 12th were issued a $0.82 dividend. The ex-dividend date was Friday, June 12th. This is an increase from Gaming and Leisure Properties’s previous quarterly dividend of $0.78. This represents a $3.28 dividend on an annualized basis and a yield of 7.3%. Gaming and Leisure Properties’s payout ratio is 104.13%.

Insider Buying and Selling

In other Gaming and Leisure Properties news, Director E Scott Urdang sold 3,000 shares of the company’s stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $48.32, for a total transaction of $144,960.00. Following the completion of the sale, the director directly owned 127,429 shares in the company, valued at $6,157,369.28. This represents a 2.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. 4.11% of the stock is owned by corporate insiders.

Trending Headlines about Gaming and Leisure Properties

Here are the key news stories impacting Gaming and Leisure Properties this week:

• Positive Sentiment: Quarterly results exceeded expectations. GLPI reported second-quarter revenue of $430.5 million, up 9% year over year and above the $428.5 million consensus estimate. Funds from operations (FFO) reached $1.03 per share, topping estimates of $1.02 and increasing from $0.96 a year earlier. GLPI Surpasses Q2 FFO and Revenue Estimates
• Positive Sentiment: Management raised its outlook. GLPI updated full-year 2026 EPS guidance to $4.10-$4.12, above the analyst consensus of $4.01. The improved forecast, combined with what the company described as record second-quarter results, supports expectations for continued earnings growth. GLPI Reports Record Second Quarter Results
• Neutral Sentiment: Broker sentiment remains cautious. Analysts collectively rate GLPI “Hold,” indicating that the stronger operating outlook may already be reflected in the stock price and that there is limited near-term conviction for significant upside. GLPI Receives Average Hold Recommendation
• Negative Sentiment: Reported EPS was flat with estimates and below last year. Quarterly EPS was $0.80, matching consensus but declining from $0.96 in the prior-year period. This weaker year-over-year earnings comparison likely offsets some of the positive impact from the FFO beat and raised guidance. GLPI Second Quarter Results and Guidance Update

Institutional Trading of Gaming and Leisure Properties

A number of institutional investors and hedge funds have recently bought and sold shares of GLPI. Kestra Private Wealth Services LLC increased its holdings in shares of Gaming and Leisure Properties by 0.9% during the third quarter. Kestra Private Wealth Services LLC now owns 27,307 shares of the real estate investment trust’s stock worth $1,273,000 after buying an additional 245 shares in the last quarter. Norinchukin Bank The grew its position in Gaming and Leisure Properties by 2.2% during the 3rd quarter. Norinchukin Bank The now owns 13,508 shares of the real estate investment trust’s stock worth $630,000 after acquiring an additional 294 shares during the last quarter. Principal Securities Inc. grew its position in Gaming and Leisure Properties by 5.9% during the 4th quarter. Principal Securities Inc. now owns 5,343 shares of the real estate investment trust’s stock worth $239,000 after acquiring an additional 298 shares during the last quarter. Lansforsakringar Fondforvaltning AB publ increased its holdings in Gaming and Leisure Properties by 0.4% in the 4th quarter. Lansforsakringar Fondforvaltning AB publ now owns 85,715 shares of the real estate investment trust’s stock worth $3,831,000 after purchasing an additional 383 shares in the last quarter. Finally, Parallel Advisors LLC increased its holdings in Gaming and Leisure Properties by 13.1% in the 4th quarter. Parallel Advisors LLC now owns 4,183 shares of the real estate investment trust’s stock worth $187,000 after purchasing an additional 486 shares in the last quarter. Institutional investors and hedge funds own 91.14% of the company’s stock.

Gaming and Leisure Properties Company Profile

Gaming and Leisure Properties, Inc (NASDAQ: GLPI) is a real estate investment trust (REIT) specializing in the ownership and management of gaming and entertainment properties. Established in 2013 as a spin-off from Penn National Gaming, the company was designed to acquire and hold real estate assets associated with casinos, racetracks and other gaming facilities, while leasing those assets back to operating partners under long-term, triple-net lease agreements.

The company’s core activities involve identifying attractive gaming real estate, structuring lease agreements that align tenant incentives with property performance, and actively managing its portfolio to enhance asset value.