Gaming and Leisure Properties (GLPI) Aandelenoverzicht
Gaming and Leisure Properties, Inc. houdt zich bezig met het verwerven, financieren en bezitten van onroerend goed dat wordt verhuurd aan gaming operators in triple-net lease-overeenkomsten, waarbij de huurder verantwoordelijk is voor al het onderhoud van de faciliteiten, de vereiste verzekeringen in verband met het verhuurde onroerend goed en de activiteiten die op het verhuurde onroerend goed worden uitgevoerd, de belastingen die op of met betrekking tot het verhuurde onroerend goed worden geheven en alle nutsvoorzieningen en andere diensten die nodig of passend zijn voor het verhuurde onroerend goed en de activiteiten die op het verhuurde onroerend goed worden uitgevoerd. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 5/6 |
| Toekomstige groei | 2/6 |
| Prestaties in het verleden | 5/6 |
| Financiële gezondheid | 3/6 |
| Dividenden | 5/6 |
Beloningen
Risicoanalyse
GLPI Community Fair Values
Create NarrativeSee what 15 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Gaming and Leisure Properties, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$45.17 |
| 52 Week Hoogtepunt | US$49.95 |
| 52 Week Laag | US$41.17 |
| Bèta | 0.69 |
| 1 maand verandering | -0.44% |
| 3 maanden verandering | -4.52% |
| 1 Jaar Verandering | -3.23% |
| 3 jaar verandering | -4.83% |
| 5 jaar verandering | -4.58% |
| Verandering sinds IPO | 9.64% |
Recent nieuws en updates
Recent updates
Gaming and Leisure Properties: Buy The Dip On This High Yield
Summary Gaming and Leisure Properties is upgraded to 'Strong Buy' due to discounted valuation and robust income growth prospects. GLPI trades at 10.5x forward P/FFO with a 7.6% yield, well below its historical average, offering attractive entry for income-focused investors. A $1.8 billion investment pipeline and contractual rent escalators provide clear visibility into AFFO growth through 2027. GLPI's strong balance sheet, prudent underwriting, and rising dividend support the thesis for double-digit annualized total returns. 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 voor aandeelhouders
| GLPI | US Specialized REITs | US Markt | |
|---|---|---|---|
| 7D | 0.2% | 3.1% | -1.1% |
| 1Y | -3.2% | 1.3% | 15.1% |
Rendement versus industrie: GLPI kwam overeen met de US Specialized REITs industrie, die het afgelopen jaar een rendement opleverde van 1.3 %.
Rendement versus markt: GLPI presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 15.1 % opleverde.
Prijsvolatiliteit
| GLPI volatility | |
|---|---|
| GLPI Average Weekly Movement | 2.8% |
| Specialized REITs Industry Average Movement | 3.5% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiele aandelenkoers: GLPI heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 3% ) van GLPI is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 2013 | 20 | Peter Carlino | www.glpropinc.com |
Gaming and Leisure Properties, Inc. houdt zich bezig met het verwerven, financieren en bezitten van onroerend goed dat wordt verhuurd aan gaming operators in triple-net lease-overeenkomsten, waarbij de huurder verantwoordelijk is voor al het onderhoud van de faciliteiten, verzekeringen die vereist zijn in verband met de verhuurde eigendommen en de activiteiten die op de verhuurde eigendommen worden uitgevoerd, belastingen die worden geheven op of met betrekking tot de verhuurde eigendommen en alle nutsvoorzieningen en andere diensten die nodig of passend zijn voor de verhuurde eigendommen en de activiteiten die op de verhuurde eigendommen worden uitgevoerd. Gaming and Leisure Properties, Inc. is opgericht op 13 februari 2013, opgericht in 2013 in Pennsylvania en gevestigd in Wyomissing, Verenigde Staten.
Gaming and Leisure Properties, Inc. Samenvatting
| GLPI fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$12.96b |
| Inkomsten(TTM) | US$891.00m |
| Inkomsten(TTM) | US$1.62b |
Is GLPI overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| GLPI resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$1.62b |
| Kosten van inkomsten | US$14.93m |
| Brutowinst | US$1.60b |
| Overige uitgaven | US$713.57m |
| Inkomsten | US$891.00m |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
Jul 30, 2026
| Winst per aandeel (EPS) | 3.15 |
| Brutomarge | 99.08% |
| Nettowinstmarge | 55.02% |
| Schuld/Eigen Vermogen Verhouding | 160.3% |
Hoe presteerde GLPI op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/24 22:18 |
| Aandelenkoers aan het einde van de dag | 2026/07/24 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Gaming and Leisure Properties, Inc. wordt gevolgd door 37 analisten. 18 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Felicia Kantor Hendrix | Barclays |
| Richard Hightower | Barclays |
| Keegan Carl | Berenberg |