Groupe la Francaise Acquires 21,591 Shares of VICI Properties Inc. $VICI

Groupe la Francaise lifted its holdings in shares of VICI Properties Inc. (NYSE:VICI) by 10.7% during the first quarter, Holdings Channel.com reports. The firm owned 223,222 shares of the company’s stock after acquiring an additional 21,591 shares during the quarter. Groupe la Francaise’s holdings in VICI Properties were worth $6,098,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of VICI. NewEdge Advisors LLC lifted its holdings in VICI Properties by 204.4% during the 1st quarter. NewEdge Advisors LLC now owns 37,580 shares of the company’s stock worth $1,226,000 after buying an additional 25,234 shares during the period. Woodline Partners LP grew its position in shares of VICI Properties by 41.3% in the 1st quarter. Woodline Partners LP now owns 89,062 shares of the company’s stock valued at $2,905,000 after buying an additional 26,017 shares during the last quarter. Jump Financial LLC increased its stake in shares of VICI Properties by 45.0% in the second quarter. Jump Financial LLC now owns 26,597 shares of the company’s stock valued at $867,000 after buying an additional 8,259 shares during the period. Treasurer of the State of North Carolina increased its stake in shares of VICI Properties by 96.0% in the second quarter. Treasurer of the State of North Carolina now owns 976,778 shares of the company’s stock valued at $31,843,000 after buying an additional 478,538 shares during the period. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its position in shares of VICI Properties by 1.3% during the second quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 210,846 shares of the company’s stock worth $6,860,000 after acquiring an additional 2,775 shares during the last quarter. Institutional investors own 97.71% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms recently commented on VICI. Barclays cut their price objective on VICI Properties from $34.00 to $31.00 and set an “overweight” rating on the stock in a research note on Wednesday, July 22nd. Weiss Ratings reissued a “hold (c)” rating on shares of VICI Properties in a research report on Wednesday, June 24th. Wells Fargo & Company lowered their price target on shares of VICI Properties from $29.00 to $27.00 and set an “equal weight” rating for the company in a report on Wednesday, July 15th. Robert W. Baird set a $32.00 price target on shares of VICI Properties in a research report on Thursday. Finally, Royal Bank Of Canada began coverage on shares of VICI Properties in a research note on Thursday, June 25th. They issued a “sector perform” rating and a $29.00 price objective on the stock. Six analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $31.54.

VICI Properties News Summary

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 Performance

VICI stock opened at $26.39 on Friday. The stock has a 50-day moving average price of $27.10 and a 200-day moving average price of $28.05. VICI Properties Inc. has a 1-year low of $25.82 and a 1-year high of $34.01. The company has a current ratio of 1.98, a quick ratio of 3.62 and a debt-to-equity ratio of 0.57. The firm has a market cap of $29.06 billion, a PE ratio of 10.23 and a beta of 0.65.

VICI Properties (NYSE:VICI) last announced 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. VICI Properties had a return on equity of 9.66% and a net margin of 67.50%.The company had revenue of $1.02 billion for the quarter, compared to the consensus estimate of $1.01 billion. During the same period in the previous year, the business earned $0.58 EPS. The firm’s revenue was up 3.5% compared to the same quarter last year. As a group, equities research analysts expect that VICI Properties Inc. will post 2.46 earnings per share for the current year.

VICI Properties Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, July 9th. Shareholders of record on Thursday, June 18th were issued a $0.45 dividend. This represents a $1.80 dividend on an annualized basis and a yield of 6.8%. The ex-dividend date was Thursday, June 18th. VICI Properties’s payout ratio is presently 69.77%.

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.