Royal Bank of Canada increased its holdings in shares of VICI Properties Inc. (NYSE:VICI – Free Report) by 39.5% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 2,521,675 shares of the company’s stock after buying an additional 713,444 shares during the quarter. Royal Bank of Canada’s holdings in VICI Properties were worth $68,892,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. NewEdge Advisors LLC grew its stake in VICI Properties by 204.4% in the first quarter. NewEdge Advisors LLC now owns 37,580 shares of the company’s stock valued at $1,226,000 after acquiring an additional 25,234 shares during the period. Woodline Partners LP raised its position in shares of VICI Properties by 41.3% during the first 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 raised its position in shares of VICI Properties by 45.0% during the second 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 lifted 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 valued at $31,843,000 after purchasing an additional 478,538 shares in the last quarter. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its position in shares of VICI Properties by 1.3% in the 2nd quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 210,846 shares of the company’s stock valued at $6,860,000 after purchasing an additional 2,775 shares during the period. 97.71% of the stock is currently owned by institutional investors.
VICI Properties News Roundup
Here are the key news stories impacting VICI Properties this week:
- Positive Sentiment: Raised AFFO outlook: VICI now expects 2026 AFFO of approximately $2.45–$2.47 per share, with management raising the low end of its prior range. The outlook reflects lease growth, relationship-driven investments and continued capital deployment. VICI Properties Q2 Earnings Call Highlights AFFO Outlook Raise
- Positive Sentiment: Revenue exceeded expectations: Second-quarter revenue rose to roughly $1.1 billion, supported by lease escalators, acquisitions and broader investment activity. Quarterly FFO was $0.62 per share, up from $0.60 a year earlier, while adjusted funds from operations met consensus estimates. VICI Properties’ Q2 FFO Meets Estimates, Revenues Beat on Lease Growth
- Positive Sentiment: New growth opportunities: VICI is funding a $75 million Club Med St. Croix build-to-suit project, adding another long-term real estate investment. The company is also partnering with a casino operator on a potential Las Vegas NBA arena, creating longer-term development optionality, though no final project commitment was reported. VICI signals 2026 AFFO and Club Med project
- Neutral Sentiment: Management emphasized tenant relationships, portfolio diversification and disciplined capital allocation. These initiatives support long-term growth but may take time to produce material earnings benefits. VICI Properties Q2 2026 Earnings Call Transcript
- Negative Sentiment: Limited earnings upside: FFO and AFFO generally met, rather than decisively exceeded, expectations, and some analysts said the revised 2026 guidance failed to impress. The stock remains below its 50-day and 200-day moving averages, reflecting ongoing valuation and interest-rate sensitivity. VICI’s Q2 earnings and updated guidance
VICI Properties Stock Up 0.3%
VICI Properties (NYSE:VICI – Get Free Report) last posted its quarterly earnings data on Wednesday, April 29th. The company reported $0.82 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.71 by $0.11. The company had revenue of $1.02 billion for the quarter, compared to the consensus estimate of $1.01 billion. VICI Properties had a net margin of 67.50% and a return on equity of 9.66%. The firm’s revenue was up 3.5% compared to the same quarter last year. During the same period last year, the company earned $0.58 earnings per share. On average, analysts predict that VICI Properties Inc. will post 2.46 earnings per share for the current fiscal year.
VICI Properties Dividend Announcement
The firm also recently announced a quarterly dividend, which was paid on Thursday, July 9th. Investors of record on Thursday, June 18th were given a $0.45 dividend. The ex-dividend date of this dividend was Thursday, June 18th. This represents a $1.80 dividend on an annualized basis and a yield of 6.8%. VICI Properties’s dividend payout ratio (DPR) is 69.77%.
Analyst Ratings Changes
A number of research firms recently issued reports on VICI. Weiss Ratings reissued a “hold (c)” rating on shares of VICI Properties in a research note on Wednesday, June 24th. Robert W. Baird set a $32.00 price target on shares of VICI Properties in a research note on Thursday. Barclays reduced their price target on shares of VICI Properties from $34.00 to $31.00 and set an “overweight” rating for the company in a report on Wednesday, July 22nd. Royal Bank Of Canada initiated coverage on shares of VICI Properties in a report on Thursday, June 25th. They set a “sector perform” rating and a $29.00 price objective on the stock. Finally, Wells Fargo & Company cut their price objective on shares of VICI Properties from $29.00 to $27.00 and set an “equal weight” rating on the stock in a research report on Wednesday, July 15th. Six equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat, VICI Properties currently has an average rating of “Hold” and a consensus price target of $31.54.
View Our Latest Research Report on VICI Properties
VICI Properties Company 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.
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