Gaming and Leisure Properties (GLPI) Aperçu de l'action
Gaming and Leisure Properties, Inc. a pour activité l'acquisition, le financement et la propriété de biens immobiliers destinés à être loués à des opérateurs de jeux dans le cadre d'accords de bail triple net, en vertu desquels le locataire est responsable de l'entretien des installations, de l'assurance requise en rapport avec les biens loués et les activités qui y sont menées, des impôts prélevés sur les biens loués ou en rapport avec ceux-ci et de tous les services publics et autres services nécessaires ou appropriés pour les biens loués et les activités qui y sont menées. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 6/6 |
| Croissance future | 2/6 |
| Performances passées | 5/6 |
| Santé financière | 3/6 |
| Dividendes | 5/6 |
Récompenses
Analyse des risques
GLPI Community Fair Values
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Analyst Price Targets
Gaming and Leisure Properties, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$44.19 |
| Plus haut sur 52 semaines | US$49.95 |
| Plus bas sur 52 semaines | US$41.17 |
| Bêta | 0.69 |
| Variation sur 1 mois | -7.51% |
| Variation sur 3 mois | -3.91% |
| Variation sur 1 an | -6.40% |
| Variation sur 3 ans | -7.75% |
| Variation sur 5 ans | -4.10% |
| Évolution depuis l'introduction en bourse | 7.26% |
Nouvelles et mises à jour récentes
Recent updates
Gaming and Leisure Properties: The Numbers Don't Justify This Discount
Summary Gaming and Leisure Properties is reiterated as a Buy, supported by robust Q1 results and an attractive, sustainable 6.6% dividend yield. GLPI raised 2026 AFFO guidance to $1.212–$1.223 billion, reflecting strong rent hikes, acquisitions, and further supporting their $1.8 billion growth pipeline through 2027. Balance sheet remains solid with $274.5 million in cash, no debt maturities until 2028 following the recent debt issuance, and leverage at 4.96x, maintaining flexibility for expansion and dividend hikes. Macro risks, including inflation and higher-for-longer rates, could pressure expansion economics, but current valuation offers a solid margin of safety versus intrinsic value. Read the full article on Seeking AlphaGaming and Leisure Properties: Time To Double-Down On This High Yield Bargain
Summary Gaming and Leisure Properties' recent price drop results in a 6.4% yield and presents a buy-the-dip opportunity for income investors. GLPI's resilient portfolio, long-term triple-net leases, and conservative balance sheet drive steady performance and predictable cash flows. Rent escalations and acquisitions drive growth this year, and a forward P/FFO below historical average offers attractive risk-adjusted returns. Read the full article on Seeking AlphaGaming and Leisure Properties: Accretive Investment Spreads And An Attractive Total Return
Summary We maintain our buy recommendation on Gaming and Leisure Properties, Inc. stock due to a still attractive investment spread and a potential total return that exceeds fair value. With an 8.20% cap rate on recent acquisitions and a weighted average cost of capital of 7.37%, GLPI creates 83 basis points of value in the current environment. GLPI's total return potential of 9.90% materially exceeds the 8.36% hurdle rate given the risk profile of the asset. Despite some risks, GLPI stock offers value at current prices, with sufficient margins of safety and attractive potential returns for dividend income-oriented investors. Read the full article on Seeking AlphaGaming And Leisure Properties: Growth Outlook Makes Them A Long-Term Buy
Summary Gaming and Leisure Properties, Inc. doesn't get enough credit in my opinion. GLPI's acquisitions, including the deal with Bally's, bolster its portfolio and future growth potential. GLPI's >6% yield, attractive valuation, and solid balance sheet make it a compelling buy. Despite market volatility and interest rate uncertainties, GLPI's fundamentals and growth prospects remain strong. Read the full article on Seeking AlphaGaming and Leisure Properties REIT: Good Yield At A Fair Price
Summary Gaming and Leisure Properties offers geographic diversification with exposure to the gaming industry, trading at an attractive FFO multiple and providing a strong dividend yield. GLPI's high-quality portfolio spans 65 properties in 20 states, with major partners like Penn and Caesars, despite their high debt levels. The REIT benefits from long-term lease agreements, stable financials, and a 6.05% dividend yield, making it appealing for income investors. GLPI's unique market position provides stability and barriers to entry, but investors should monitor gambling regulations and industry trends. Read the full article on Seeking AlphaGaming And Leisure Properties Closes A Land Deal Reinforcing Its 'Buy' Rating
Summary Gaming and Leisure Properties completed a $250M land acquisition in Chicago, securing an 8% cap rate, with further investments planned in partnership with Bally's Corporation. GLPI's total investment in the Chicago project will reach $1.19B, projected to yield a blended 8.4% initial return, enhancing AFFO gradually until December 2026. The Chicago land purchase is a key milestone, supporting one of the Company's most crucial partnerships and investment projects of the upcoming years. GLPI's cost of capital is estimated at 6.6%, resulting in a solid 1.8% spread, with potential free cash flow further increasing investment effectiveness. Read the full article on Seeking Alpha
Decisive Acquisitions And Market Positioning Propel GLPI's Growth Despite Financial Risks
Strategic acquisitions and developments, like the Bally's transaction, indicate a focus on growth through diversified assets, likely affecting revenue and net margins positively.Gaming and Leisure Properties: Undervalued Despite Top-Tier Quarterly Results
Summary Gaming and Leisure Properties operates in a unique gaming property sector with strong value drivers and competitive advantages. GLPI delivered strong Q2 2024 results with top-tier business metrics and robust investment activity. The abovementioned realization of extensive investment volume delivered positive spreads, which led to an upward update of the AFFO per share guidance for 2024. The market seems to fail to recognize GLPI's value proposition. The Company's performance reaffirmed my previously assigned 'buy' rating. Read the full article on Seeking AlphaGood News For Gaming and Leisure Properties
Summary Gaming and Leisure Properties signed a term sheet for a $1.585b investment volume and its purchase option adjustment. The transaction is subject to several conditions and hasn't been closed yet. Nevertheless, the fundamental conditions outlined within the term sheet are highly favourable to GLPI. As a result, GLPI may secure an attractive spread on investment with long-term and CPI-linked rent escalators. Moreover, the company reduced the price related to its purchase option. Despite the recent price increase, GLPI's valuation remains attractive. Read the full article on Seeking AlphaGaming and Leisure Properties: Outstanding Business Metrics Within A Unique Sector
Summary Gaming and Leisure Properties operates in the gaming properties sector, offering unique value drivers compared to other triple net lease REITs. It operated at a 100% occupancy rate since inception due to limited supply and regulations limiting tenants' movement, as well as strong triple net leases with favorable terms. GLPI remains immune to major secular trends and offers the potential for double-digit total returns through dividends, multiple appreciation, and further growth. Read the full article on Seeking AlphaGaming and Leisure Properties: Place A Bet On This 7% Yield With Strong Upside Potential
Summary Gaming and Leisure Properties is a compelling buy for long-term investors, with a dividend yield near 7% and potential for double-digit upside. GLPI's recent earnings showed strong revenue growth and a healthy leverage ratio, giving them financial flexibility to navigate the higher for longer interest rate environment. The company's strong balance sheet and dividend coverage further support its potential for growth. Although the current payout ratio is slightly above management's target of 80%, GLPI's dividend is well-covered with AFFO. One of their tenants, Bally's, was placed on negative outlook by the S&P, and had their credit rating downgraded. This could have an impact on the company going forward. Read the full article on Seeking AlphaGaming and Leisure Properties Q4: Near 7% Yield And Dividend Growth Make Them A Buy
Summary Gaming and Leisure Properties reported Q4 and although FFO ticked up by $0.01, revenue beat by nearly $7 million. For the full-year, FFO declined roughly 4% while revenue grew by double-digits over the same period. The revenue growth was primarily driven by recent acquisitions along with rent escalators. GLPI also announced a 4.1% dividend increase from $0.73 to $0.76. This puts the annualized dividend at $3.04, giving the REIT a payout ratio slightly above management's target payout ratio of 80%. Read the full article on Seeking AlphaVICI Properties Vs. Gaming and Leisure Properties: Game On!
Summary In a few weeks, I will provide a keynote speech at The MoneyShow in Las Vegas and conduct research on the casino sector. This article compares two gaming REITs, Gaming and Leisure Properties and VICI Properties in terms of their portfolios, tenants, debt metrics, and financial performance. So, who's rolling the dice with me? Read the full article on Seeking AlphaGaming and Leisure Properties: Overshadowed By VICI Properties But A REIT To Own In 2024
Summary Gaming and Leisure Properties is a lesser-known REIT focused on growing its portfolio with accretive acquisitions. GLPI has been adding ground leases to its portfolio, providing stable income for many years to come, recently entering into a 99-year ground lease with Hard Rock Casino. The move into Las Vegas is expected to benefit GLPI as the city continues to grow and attract tourists and professional sports teams in the future. FFO has been flat quarter-over-quarter, but they've managed to increase rental income over the same period. Management has also been deleveraging its balance sheet and increasing liquidity. I wouldn't be surprised if the REIT received a credit upgrade in the near future. Read the full article on Seeking AlphaRendement pour les actionnaires
| GLPI | US Specialized REITs | US Marché | |
|---|---|---|---|
| 7D | -5.5% | 0.2% | -1.8% |
| 1Y | -6.4% | 1.4% | 23.3% |
Rendement vs Industrie: GLPI a sous-performé le secteur US Specialized REITs qui a rapporté 1.4 % au cours de l'année écoulée.
Rendement vs marché: GLPI a sous-performé le marché US qui a rapporté 23.3 % au cours de l'année écoulée.
Volatilité des prix
| GLPI volatility | |
|---|---|
| GLPI Average Weekly Movement | 2.5% |
| Specialized REITs Industry Average Movement | 3.3% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: GLPI n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de GLPI ( 3% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2013 | 20 | Peter Carlino | www.glpropinc.com |
Gaming and Leisure Properties, Inc. a pour activité l'acquisition, le financement et la propriété de biens immobiliers destinés à être loués à des opérateurs de jeux dans le cadre d'accords de bail triple net, en vertu desquels le locataire est responsable de l'ensemble de l'entretien des installations, de l'assurance requise en rapport avec les biens loués et l'activité menée sur les biens loués, des impôts prélevés sur ou en rapport avec les biens loués et de tous les services publics et autres services nécessaires ou appropriés pour les biens loués et l'activité menée sur les biens loués. Gaming and Leisure Properties, Inc. a été créée le 13 février 2013, constituée en 2013 en Pennsylvanie et basée à Wyomissing, aux États-Unis.
Gaming and Leisure Properties, Inc. Résumé des fondamentaux
| GLPI statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$13.01b |
| Bénéfices(TTM) | US$891.00m |
| Recettes(TTM) | US$1.62b |
Le site GLPI est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| GLPI compte de résultat (TTM) | |
|---|---|
| Recettes | US$1.62b |
| Coût des recettes | US$14.93m |
| Marge brute | US$1.60b |
| Autres dépenses | US$713.57m |
| Les revenus | US$891.00m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 3.15 |
| Marge brute | 99.08% |
| Marge bénéficiaire nette | 55.02% |
| Ratio dettes/capitaux propres | 160.3% |
Quelles ont été les performances à long terme de GLPI?
Voir les performances historiques et les comparaisonsDividendes
Le site GLPI verse-t-il des dividendes fiables ?
Voir GLPI l'historique des dividendes et les indices de référence| Gaming and Leisure Properties dates des dividendes | |
|---|---|
| Date ex-dividende | Jun 12 2026 |
| Date de paiement du dividende | Jun 26 2026 |
| Jours jusqu'au dividende Ex | 11 days |
| Jours jusqu'à la date de paiement du dividende | 3 days |
Le site GLPI verse-t-il des dividendes fiables ?
Voir GLPI l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/22 10:01 |
| Cours de l'action en fin de journée | 2026/06/22 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Gaming and Leisure Properties, Inc. est couverte par 37 analystes. 18 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Felicia Kantor Hendrix | Barclays |
| Richard Hightower | Barclays |
| Keegan Carl | Berenberg |