GLPI · Gaming & Leisure Properties, Inc.
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Jul 31, 2026TL;DR. GLPI reported record Q2 2026 results with AFFO up 10% year-over-year to $304.0 million, raised the midpoint of its full-year AFFO per share guidance to a range of $4.10–$4.12, and increased its quarterly dividend by 5.1% to $0.82 per share, supported by a $750–$800 million development spend pipeline and continued strong regional gaming tenant performance.
- + Q2 AFFO grew 10.1% year-over-year to a record $304.0 million and Adjusted EBITDA grew 12.2% to a record $405.5 million.
- + Raised the midpoint of 2026 AFFO per share guidance to a range of $4.10–$4.12.
- + Increased the quarterly dividend by 5.1% to $0.82 per share, implying a 7.4% annualized yield.
- + Total income from real estate grew over $35 million year-over-year, driven by $43 million of cash income increases from acquisitions and escalations.
- + Completed the $225 million Aurora funding commitment at a 7.75% cap rate and expects an additional $400–$450 million in development funding across Chicago, Ione, Dry Creek and Virginia projects.
- + Balance sheet leverage of 4.8x is below the 5.0–5.5x target range and the company expects no need for additional equity to fund announced pipeline.
- − Percentage rent resets for the Amended Pinnacle Master Lease, Boyd Master Lease and Belterra Park Lease lowered annual rent by $3.3 million.
- − Bally's Chicago development project carries execution risk tied to tenant permitting issues and competition from existing sweepstakes/VGT machines.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
REIT - Specialty — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
GLPI
this stock
Gaming & Leisure Properties, Inc.
|
$12.20B | -6.2% | +4.1% | 12.2 | 3.1% |
|
EQIX
Equinix Inc
|
$102.22B | +35.2% | +7.8% | 66.7 | 1.7% |
|
AMT
American Tower Corp /Ma/
|
$81.93B | +0.2% | +5.1% | 28.4 | 1.5% |
|
DLR
Digital Realty Trust, Inc.
|
$66.20B | +21.8% | +10.0% | 49.5 | 2.2% |
|
IRM
Iron Mountain Inc
|
$34.79B | +40.9% | +8.3% | 82.9 | 2.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| GLPI | -1.5% | -5.0% | -11.8% | -0.4% | -6.2% |
| SPY | +0.1% | -0.4% | +15.1% | +0.4% | +12.9% |
| vs SPY | -1.6% | -4.6% | -26.9% | -0.8% | -19.1% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.