Gaming and Leisure Properties, Inc.

Report azionario NasdaqGS:GLPI

Capitalizzazione di mercato: US$12.6b

Gaming and Leisure Properties Crescita futura

Criteri Future verificati 2/6

Gaming and Leisure Properties prevede che gli utili e i ricavi cresceranno rispettivamente di 6.1% e 5.8% all'anno. Si prevede che l'EPS crescerà di 3.1% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 20.3% in 3 anni.

Informazioni chiave

6.1%

Tasso di crescita degli utili

3.13%

Tasso di crescita dell'EPS

Specialized REITs crescita degli utili8.1%
Tasso di crescita dei ricavi5.8%
Rendimento futuro del capitale proprio20.29%
Copertura analitica

Good

Ultimo aggiornamento12 Jun 2026

Aggiornamenti recenti sulla crescita futura

Nessun aggiornamento

Recent updates

Seeking Alpha • Apr 27

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 Alpha
Seeking Alpha • Apr 07

Gaming 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 Alpha
Seeking Alpha • Feb 27

Gaming 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 Alpha
Seeking Alpha • Nov 13

Gaming 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 Alpha
Seeking Alpha • Nov 05

Gaming 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 Alpha
Seeking Alpha • Oct 01

Gaming 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
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Nuova narrazione • Aug 22

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.
Seeking Alpha • Aug 15

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 Alpha
Seeking Alpha • Jul 15

Good 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 Alpha
Seeking Alpha • May 21

Gaming 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 Alpha
Seeking Alpha • May 01

Gaming 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 Alpha
Seeking Alpha • Mar 05

Gaming 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 Alpha
Seeking Alpha • Feb 07

VICI 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 Alpha
Seeking Alpha • Jan 18

Gaming 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 Alpha

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:GLPI - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20281,9021,049N/AN/A8
12/31/20271,8359961,2621,26218
12/31/20261,7299511,1841,18418
3/31/20261,6208911,1471,147N/A
12/31/20251,5958241,1291,129N/A
9/30/20251,5777741,0791,079N/A
6/30/20251,5657181,1091,109N/A
3/31/20251,5517751,0671,067N/A
12/31/20241,5327841,0731,073N/A
9/30/20241,5117781,0431,043N/A
6/30/20241,4857781,0261,026N/A
3/31/20241,4617251,0261,026N/A
12/31/20231,4407341,0091,009N/A
9/30/20231,408717967967N/A
6/30/20231,382753955955N/A
3/31/20231,352748928928N/A
12/31/20221,312684920920N/A
9/30/20221,274610887887N/A
6/30/20221,239539860860N/A
3/31/20221,230526832832N/A
12/31/20211,216534804804N/A
9/30/20211,218583734734N/A
6/30/20211,227561601601N/A
3/31/20211,171535435435N/A
12/31/20201,153505428428N/A
9/30/20201,142450477477N/A
6/30/20201,122413616616N/A
3/31/20201,149394728728N/A
12/31/20191,153390N/A750N/A
9/30/20191,168322N/A720N/A
6/30/20191,134336N/A713N/A
3/31/20191,100335N/A690N/A
12/31/20181,056339N/A654N/A
9/30/2018993386N/A628N/A
6/30/2018983378N/A612N/A
3/31/2018973383N/A600N/A
12/31/2017971380N/A599N/A
9/30/2017969380N/A598N/A
6/30/2017958373N/A596N/A
3/31/2017922350N/A595N/A
12/31/2016828289N/A514N/A
9/30/2016718225N/A458N/A
6/30/2016633168N/A368N/A
3/31/2016575127N/A323N/A
12/31/2015575128N/A320N/A
9/30/2015591128N/A319N/A
6/30/2015591132N/A309N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di GLPI ( 6.1% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di GLPI ( 6.1% all'anno) cresceranno più lentamente rispetto al mercato US ( 18.9% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di GLPI cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di GLPI ( 5.8% all'anno) crescerà più lentamente rispetto al mercato US ( 13% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di GLPI ( 5.8% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di GLPI sarà elevato tra 3 anni ( 20.3 %)

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/20 03:35
Prezzo dell'azione a fine giornata2026/06/18 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Gaming and Leisure Properties, Inc. è coperta da 37 analisti. 18 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Richard HightowerBarclays
Felicia Kantor HendrixBarclays
Keegan CarlBerenberg