Gaming and Leisure Properties, Inc. (NASDAQ:GLPI) Given Consensus Recommendation of "Moderate Buy" by Analysts

Key Points

• Analysts give Gaming and Leisure Properties a consensus "Moderate Buy" rating from 12 firms (six hold, six buy) with an average 12‑month price target of about $52.32.
• The REIT slightly beat Q results (EPS $0.99 vs. $0.98; revenue $407.0M vs. $406.0M), reported revenue up 4.5% year‑over‑year, and set FY2026 guidance of $4.06–$4.11 EPS.
• GLPI pays a high quarterly dividend ($0.78; annualized yield ~7.1%) but has a payout ratio above 100% (107.2%), and insiders have reduced holdings with notable share sales recently.

Shares of Gaming and Leisure Properties, Inc. (NASDAQ:GLPI - Get Free Report) have received an average rating of "Moderate Buy" from the twelve research firms that are covering the firm, MarketBeat.com reports. Six investment analysts have rated the stock with a hold rating and six have issued a buy rating on the company. The average twelve-month price objective among analysts that have issued a report on the stock in the last year is $52.3182.

GLPI has been the subject of several recent research reports. Stifel Nicolaus set a $48.50 target price on shares of Gaming and Leisure Properties in a research note on Thursday, February 12th. Scotiabank upped their price target on Gaming and Leisure Properties from $48.00 to $50.00 and gave the company a "sector perform" rating in a report on Tuesday, March 10th. Morgan Stanley increased their price objective on Gaming and Leisure Properties from $52.00 to $53.00 and gave the company an "equal weight" rating in a research report on Wednesday, December 24th. JPMorgan Chase & Co. raised Gaming and Leisure Properties from a "neutral" rating to an "overweight" rating and raised their price objective for the stock from $52.00 to $53.00 in a research note on Friday, December 12th. Finally, Weiss Ratings restated a "hold (c)" rating on shares of Gaming and Leisure Properties in a report on Thursday, January 22nd.

Gaming and Leisure Properties Price Performance

NASDAQ:GLPI opened at $43.93 on Friday. The company has a quick ratio of 3.84, a current ratio of 3.84 and a debt-to-equity ratio of 1.45. The business's 50-day moving average price is $46.73 and its 200 day moving average price is $45.53. Gaming and Leisure Properties has a 52-week low of $41.17 and a 52-week high of $51.44. The firm has a market cap of $12.44 billion, a P/E ratio of 15.10, a PEG ratio of 2.00 and a beta of 0.64.

Gaming and Leisure Properties (NASDAQ:GLPI - Get Free Report) last issued its quarterly earnings results on Thursday, February 19th. The real estate investment trust reported $0.99 earnings per share for the quarter, beating analysts' consensus estimates of $0.98 by $0.01. The company had revenue of $407.03 million during the quarter, compared to the consensus estimate of $406.02 million. Gaming and Leisure Properties had a net margin of 52.24% and a return on equity of 17.10%. Gaming and Leisure Properties's revenue was up 4.5% on a year-over-year basis. During the same period in the prior year, the company earned $0.95 EPS. Gaming and Leisure Properties has set its FY 2026 guidance at 4.060-4.110 EPS. As a group, sell-side analysts predict that Gaming and Leisure Properties will post 3.81 earnings per share for the current fiscal year.

Gaming and Leisure Properties Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, March 27th. Investors of record on Friday, March 13th were given a $0.78 dividend. The ex-dividend date was Friday, March 13th. This represents a $3.12 dividend on an annualized basis and a dividend yield of 7.1%. Gaming and Leisure Properties's dividend payout ratio (DPR) is 107.22%.

Insider Buying and Selling

In other Gaming and Leisure Properties news, Director E Scott Urdang sold 4,000 shares of the company's stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $47.37, for a total transaction of $189,480.00. Following the completion of the sale, the director directly owned 130,429 shares of the company's stock, valued at approximately $6,178,421.73. This represents a 2.98% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Desiree A. Burke sold 9,804 shares of the firm's stock in a transaction dated Friday, February 27th. The stock was sold at an average price of $49.02, for a total transaction of $480,592.08. Following the completion of the transaction, the chief financial officer owned 128,352 shares of the company's stock, valued at approximately $6,291,815.04. The trade was a 7.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 69,042 shares of company stock worth $3,203,844. Company insiders own 4.26% of the company's stock.

Institutional Investors Weigh In On Gaming and Leisure Properties

Hedge funds have recently made changes to their positions in the company. Spire Wealth Management grew its position in Gaming and Leisure Properties by 62.3% during the 3rd quarter. Spire Wealth Management now owns 620 shares of the real estate investment trust's stock worth $29,000 after purchasing an additional 238 shares in the last quarter. V Square Quantitative Management LLC purchased a new stake in shares of Gaming and Leisure Properties in the fourth quarter valued at $29,000. SHP Wealth Management purchased a new stake in shares of Gaming and Leisure Properties in the fourth quarter valued at $30,000. MassMutual Private Wealth & Trust FSB boosted its position in shares of Gaming and Leisure Properties by 89.3% in the third quarter. MassMutual Private Wealth & Trust FSB now owns 655 shares of the real estate investment trust's stock worth $31,000 after buying an additional 309 shares during the period. Finally, Quent Capital LLC acquired a new stake in shares of Gaming and Leisure Properties in the third quarter worth $31,000. Hedge funds and other institutional investors own 91.14% of the company's stock.

About Gaming and Leisure Properties

Gaming and Leisure Properties, Inc NASDAQ: GLPI is a real estate investment trust (REIT) specializing in the ownership and management of gaming and entertainment properties. Established in 2013 as a spin-off from Penn National Gaming, the company was designed to acquire and hold real estate assets associated with casinos, racetracks and other gaming facilities, while leasing those assets back to operating partners under long-term, triple-net lease agreements.

The company's core activities involve identifying attractive gaming real estate, structuring lease agreements that align tenant incentives with property performance, and actively managing its portfolio to enhance asset value.

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