The Manufacturers Life Insurance Company Increases Stake in Gaming and Leisure Properties, Inc. $GLPI

The Manufacturers Life Insurance Company increased its stake in Gaming and Leisure Properties, Inc. (NASDAQ:GLPI) by 5.5% in the first quarter, Holdings Channel reports. The firm owned 363,705 shares of the real estate investment trust’s stock after purchasing an additional 18,851 shares during the period. The Manufacturers Life Insurance Company’s holdings in Gaming and Leisure Properties were worth $16,138,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently bought and sold shares of GLPI. V Square Quantitative Management LLC acquired a new position in Gaming and Leisure Properties during the 4th quarter valued at approximately $29,000. SHP Wealth Management acquired a new stake in shares of Gaming and Leisure Properties during the fourth quarter worth $30,000. International Assets Investment Management LLC acquired a new stake in shares of Gaming and Leisure Properties during the fourth quarter worth $31,000. Blue Trust Inc. purchased a new stake in shares of Gaming and Leisure Properties during the first quarter valued at $40,000. Finally, Monetary Solutions Ltd purchased a new stake in shares of Gaming and Leisure Properties during the fourth quarter valued at $53,000. Hedge funds and other institutional investors own 91.14% of the company’s stock.

Key Gaming and Leisure Properties News

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

• Positive Sentiment: 2026 guidance is above expectations. GLPI raised or reaffirmed full-year 2026 EPS guidance at $4.10-$4.12, above the $4.01 analyst consensus. The forecast provides a favorable signal for earnings visibility and may support the valuation. GLPI Reports Record Second Quarter Results and Updates 2026 Full-Year Guidance
• Positive Sentiment: Quarterly operating results exceeded expectations. Second-quarter revenue increased 9% year over year to $430.5 million, surpassing the $428.5 million consensus estimate. Funds from operations (FFO) rose to $1.03 per share from $0.96 a year earlier and exceeded estimates by one cent, reinforcing the strength of GLPI’s recurring real-estate income model. GLPI Surpasses Q2 FFO and Revenue Estimates
• Neutral Sentiment: Broker sentiment remains cautious. Analysts collectively rate GLPI “Hold,” indicating that the improved outlook may already be reflected in the stock price and that brokers see limited near-term upside. GLPI Given Average Hold Recommendation
• Negative Sentiment: GAAP EPS declined year over year. Reported EPS of $0.80 matched expectations but fell from $0.96 in the prior-year quarter, tempering the otherwise strong revenue and FFO performance. GLPI Second-Quarter and First-Half Results

Gaming and Leisure Properties Stock Up 0.2%

GLPI stock opened at $44.79 on Friday. The company has a market capitalization of $12.69 billion, a P/E ratio of 13.13, a price-to-earnings-growth ratio of 1.98 and a beta of 0.66. Gaming and Leisure Properties, Inc. has a 12 month low of $41.17 and a 12 month high of $49.95. The firm’s fifty day simple moving average is $45.45 and its 200-day simple moving average is $46.26. The company has a debt-to-equity ratio of 1.62, a current ratio of 6.29 and a quick ratio of 6.29.

Gaming and Leisure Properties (NASDAQ:GLPI) last issued its earnings results on Thursday, July 30th. The real estate investment trust reported $0.80 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.80. The firm had revenue of $430.52 million during the quarter, compared to analysts’ expectations of $428.51 million. Gaming and Leisure Properties had a net margin of 59.01% and a return on equity of 19.53%. The firm’s revenue was up 9.0% compared to the same quarter last year. During the same quarter last year, the company 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 research analysts forecast that Gaming and Leisure Properties, Inc. will post 4.01 earnings per share for the current year.

Gaming and Leisure Properties Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, June 26th. Shareholders of record on Friday, June 12th were given a dividend of $0.82 per share. The ex-dividend date of this dividend was Friday, June 12th. This represents a $3.28 annualized dividend and a yield of 7.3%. This is an increase from Gaming and Leisure Properties’s previous quarterly dividend of $0.78. Gaming and Leisure Properties’s payout ratio is 96.19%.

Analysts Set New Price Targets

Several research firms recently issued reports on GLPI. UBS Group set a $49.00 target price on Gaming and Leisure Properties in a research report on Thursday, June 18th. Wells Fargo & Company lowered their price target on Gaming and Leisure Properties from $48.00 to $45.00 and set an “equal weight” rating for the company in a research report on Wednesday, July 15th. Barclays dropped their price target on 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. Weiss Ratings raised Gaming and Leisure Properties from a “hold (c)” rating to a “hold (c+)” rating in a report on Wednesday. Finally, Stifel Nicolaus reduced their price objective on Gaming and Leisure Properties from $50.00 to $49.00 and set a “hold” rating for the company in a research note on Friday. Five analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Gaming and Leisure Properties currently has a consensus rating of “Hold” and a consensus target price of $50.40.

Insider Buying and Selling at Gaming and Leisure Properties

In other Gaming and Leisure Properties news, Director E Scott Urdang sold 3,000 shares of Gaming and Leisure Properties 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 transaction, the director owned 127,429 shares in the company, valued at approximately $6,157,369.28. This trade represents a 2.30% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Insiders own 4.11% 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.