PFA Pension Forsikringsaktieselskab Purchases New Position in VICI Properties Inc. $VICI

Key Points

• PFA Pension Forsikringsaktieselskab opened a new position of 3,128,896 shares in VICI Properties, worth about $88.67 million, and institutional investors now own roughly 97.71% of the stock.
• VICI completed a ~$1.16–$1.2 billion acquisition of seven casino properties from Golden Entertainment under a triple‑net master lease and raised its FY2026 AFFO guidance to $2.44–$2.47 per share, supporting its dividend outlook.
• Despite the deal and higher AFFO guidance, the stock is trading lower (down ~2.2%), while VICI yields 6.3% annually ($0.45 quarterly) and carries a consensus analyst view of a "Moderate Buy" with a $33.42 average price target.

PFA Pension Forsikringsaktieselskab purchased a new stake in shares of VICI Properties Inc. (NYSE:VICI - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 3,128,896 shares of the company's stock, valued at approximately $88,673,000. PFA Pension Forsikringsaktieselskab owned approximately 0.29% of VICI Properties as of its most recent SEC filing.

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

More VICI Properties News

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.

Wall Street Analysts Forecast Growth

A number of research firms have commented on VICI. Mizuho reaffirmed a "neutral" rating and issued a $30.00 target price on shares of VICI Properties in a research report on Wednesday, March 11th. Weiss Ratings reaffirmed a "hold (c)" rating on shares of VICI Properties in a research report on Friday, March 27th. 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 report on Monday, March 2nd. Scotiabank downgraded shares of VICI Properties from a "sector outperform" rating to a "sector perform" rating and cut their target price for the stock from $36.00 to $30.00 in a research report on Friday, January 30th. Finally, Cantor Fitzgerald set a $33.00 target price on shares of VICI Properties in a research report on Monday, January 5th. Seven research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company's stock. Based on data from MarketBeat, VICI Properties currently has an average rating of "Moderate Buy" and a consensus price target of $33.42.

VICI Properties Trading Down 2.2%

NYSE:VICI opened at $28.55 on Friday. The company has a 50 day simple moving average of $28.52 and a two-hundred day simple moving average of $28.86. The company has a market cap of $30.52 billion, a PE ratio of 9.78, a price-to-earnings-growth ratio of 3.34 and a beta of 0.67. VICI Properties Inc. has a 12 month low of $26.55 and a 12 month high of $34.01. The company has a current ratio of 3.62, a quick ratio of 3.17 and a debt-to-equity ratio of 0.59.

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, topping the consensus estimate of $0.71 by $0.11. The business had revenue of $1.02 billion for the quarter, compared to analysts' expectations of $1.01 billion. VICI Properties had a net margin of 76.83% and a return on equity of 11.05%. The company's revenue was up 3.5% compared to the same quarter last year. During the same quarter last year, the company posted $0.58 EPS. VICI Properties has set its FY 2026 guidance at 2.440-2.470 EPS. Research analysts forecast that VICI Properties Inc. will post 2.45 earnings per share for the current year.

VICI Properties Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, April 9th. Stockholders of record on Thursday, March 19th were paid a dividend of $0.45 per share. This represents a $1.80 annualized dividend and a dividend yield of 6.3%. The ex-dividend date was Thursday, March 19th. VICI Properties's dividend payout ratio (DPR) is currently 61.64%.

About VICI Properties

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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