Mitsubishi UFJ Trust & Banking Corp Sells 154,128 Shares of VICI Properties Inc. $VICI

Key Points

• Mitsubishi UFJ Trust & Banking Corp cut its VICI stake by 25.1%, selling 154,128 shares and now holds 460,036 shares worth about $12.94 million.
• VICI closed a ~$1.16–$1.2 billion acquisition of seven casino properties from Golden Entertainment and raised FY2026 AFFO guidance to $2.44–$2.47, while Q1 EPS of $0.82 modestly beat estimates.
• The REIT pays a $1.80 annual dividend (≈6.3% yield) with a ~69% payout ratio, but the stock’s reaction was muted and it trades around $28.55 within a one‑year range of $26.55–$34.01.

Mitsubishi UFJ Trust & Banking Corp decreased its holdings in shares of VICI Properties Inc. (NYSE:VICI - Free Report) by 25.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 460,036 shares of the company's stock after selling 154,128 shares during the period. Mitsubishi UFJ Trust & Banking Corp's holdings in VICI Properties were worth $12,936,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. M&T Bank Corp lifted its stake in VICI Properties by 45.9% during the fourth quarter. M&T Bank Corp now owns 977,991 shares of the company's stock worth $27,501,000 after purchasing an additional 307,496 shares during the period. D.A. Davidson & CO. lifted its stake in VICI Properties by 93.3% during the fourth quarter. D.A. Davidson & CO. now owns 104,536 shares of the company's stock worth $2,940,000 after purchasing an additional 50,466 shares during the period. Pictet Asset Management Holding SA lifted its stake in VICI Properties by 10.3% during the fourth quarter. Pictet Asset Management Holding SA now owns 495,872 shares of the company's stock worth $13,944,000 after purchasing an additional 46,389 shares during the period. State of Michigan Retirement System lifted its stake in VICI Properties by 3.7% during the fourth quarter. State of Michigan Retirement System now owns 315,200 shares of the company's stock worth $8,863,000 after purchasing an additional 11,300 shares during the period. Finally, Brindle & Bay Financial Advisors LLC bought a new position in VICI Properties during the fourth quarter worth about $734,000. Institutional investors own 97.71% of the company's stock.

VICI Properties Stock Performance

NYSE:VICI opened at $28.55 on Friday. VICI Properties Inc. has a 1 year low of $26.55 and a 1 year high of $34.01. The firm has a 50 day moving average of $28.52 and a 200-day moving average of $28.86. The company has a current ratio of 3.62, a quick ratio of 3.17 and a debt-to-equity ratio of 0.59. The stock has a market capitalization of $30.52 billion, a P/E ratio of 9.78, a price-to-earnings-growth ratio of 3.34 and a beta of 0.67.

VICI Properties (NYSE:VICI - Get Free Report) last issued its quarterly earnings results on Wednesday, April 29th. The company reported $0.82 earnings per share for the quarter, beating analysts' consensus estimates of $0.71 by $0.11. The business had revenue of $1.02 billion during the quarter, compared to analyst estimates of $1.01 billion. VICI Properties had a net margin of 76.83% and a return on equity of 11.05%. VICI Properties's revenue for the quarter was up 3.5% compared to the same quarter last year. During the same quarter last year, the business posted $0.58 earnings per share. VICI Properties has set its FY 2026 guidance at 2.440-2.470 EPS. As a group, sell-side analysts anticipate that VICI Properties Inc. will post 2.45 EPS for the current fiscal year.

VICI Properties Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, April 9th. Investors of record on Thursday, March 19th were issued a $0.45 dividend. The ex-dividend date of this dividend was Thursday, March 19th. This represents a $1.80 dividend on an annualized basis and a dividend yield of 6.3%. VICI Properties's dividend payout ratio (DPR) is currently 68.97%.

Wall Street Analysts Forecast Growth

A number of research analysts have commented on the stock. Barclays raised their price target on shares of VICI Properties from $33.00 to $34.00 and gave the stock an "overweight" rating in a research note on Tuesday, April 21st. Weiss Ratings restated a "hold (c)" rating on shares of VICI Properties in a research note on Friday, March 27th. Cantor Fitzgerald set a $33.00 price target on shares of VICI Properties in a research note on Monday, January 5th. Scotiabank cut shares of VICI Properties from a "sector outperform" rating to a "sector perform" rating and cut their target price for the company from $36.00 to $30.00 in a research note on Friday, January 30th. Finally, Robert W. Baird cut their target price on shares of VICI Properties from $36.00 to $34.00 and set an "outperform" rating for the company in a research note on Monday, March 2nd. Seven equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $33.42.

Key Stories Impacting VICI Properties

Here are the key news stories impacting VICI Properties this week:

• Positive Sentiment: Closed a large sale‑leaseback that adds cash‑producing assets — VICI completed the previously announced ~ $1.16–$1.2 billion acquisition of seven casino properties from Golden Entertainment and entered a triple‑net master lease with a new operator entity, securing long‑term rent under a low‑capex structure. Article Title
• Positive Sentiment: Raised full‑year AFFO outlook — Management outlined 2026 AFFO of $2.44–$2.47 per share and raised its full‑year guidance, signaling confidence in core cash flow growth that supports the REIT’s dividend and valuation. Article Title
• Neutral Sentiment: Q1 results were largely in line — VICI reported Q1 revenue and EPS that modestly beat or matched consensus (FFO/ AFFO roughly in line with expectations), with year‑over‑year revenue growth but limited upside vs. forecasts. That suggests steady operations but not a big surprise to drive strong upside. Article Title
• Neutral Sentiment: Investor takeaways from the call — Management reiterated growth-through-acquisition strategy and emphasized predictable triple‑net rent streams; the earnings call and presentation provide additional color on pipeline and capital allocation. Article Title
• Negative Sentiment: Market reaction muted/negative — Despite the acquisition and higher AFFO guidance, the stock is declining today, implying investors may have expected larger accretion or were disappointed that FFO/AFFO only matched estimates. Continued sector/interest‑rate sensitivity and valuation (P/E and dividend yield context) may also be weighing on the share price.

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.

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