Gaming and Leisure Properties, Inc. (GLPI)

Over the past six months, Gaming & Leisure Properties, Inc. (GLPI) stock has experienced a decline of -7.66% over the past year, with a 52-week range between $41.17 and $52.25. As of February 5, 2026, the closing stock price was $45.35. Key events impacting the stock include the Q3 2025 earnings report, analyst ratings and price target adjustments, dividend payout, and macroeconomic headwinds. GLPI issued its Q3 2025 earnings, reporting an EPS of $0.97, which surpassed analysts' consensus estimates of $0.96; however, quarterly revenue of $397.61 million rose 3.2% year-over-year but fell below analyst estimates of $399.66 million. Cantor Fitzgerald decreased their price target from $51.00 to $49.00 and set a "neutral" rating on November 6, 2025. Stifel Nicolaus set a $47.75 price objective on December 15, 2025. Mizuho set a $50.00 target price and gave an "outperform" rating on December 17, 2025. Weiss Ratings reaffirmed a "hold (c)" rating on January 22, 2026. UBS Group reissued a "buy" rating on January 8, 2026. The company has an average rating of "Moderate Buy" and an average target price of $51.89 from analysts. GLPI pays a quarterly dividend of $0.78, annualized at $3.12, implying a 7.0% yield; however, the dividend payout ratio is noted as an elevated 113.04%. The stock's decline since late August 2025 has been attributed partly to macroeconomic headwinds, and the gaming space has also faced challenges over the past year due to a decline in international tourism and a tougher economic environment affecting domestic gamblers.

Specific information regarding the demand seasonality for Gaming & Leisure Properties, Inc.'s products and services is not explicitly detailed in the provided search results. The nature of GLPI's business as a REIT leasing gaming properties suggests that demand for its real estate assets might be more influenced by broader economic conditions, regional gaming market trends, and the financial health of its tenants rather than direct seasonal consumer demand for a product.

Gaming & Leisure Properties, Inc. (GLPI) operates as a real estate investment trust (REIT) that acquires, finances, and owns real estate properties, which are leased to gaming operators under triple-net lease arrangements. The company's sector is Real Estate, and its industry is focused on the gaming sector. GLPI's major assets are the leased casino and gaming properties, which include 69 assets under various brands such as Caesars Entertainment, PENN Entertainment, and Boyd Gaming.

Gaming & Leisure Properties, Inc. has a significant geographic footprint across the United States, with its properties spread across 20 states. The company has very limited exposure to Las Vegas, with The Tropicana being its only property in that major gaming hub. Its properties extend from states like New Mexico to Ohio and Rhode Island.

Information specifically detailing Gaming & Leisure Properties, Inc.'s brand reputation in terms of public perception or specific events affecting it over the past year is not explicitly available in the provided search results. Recent attention on the company has focused on its role as a real estate owner in the gaming sector and its appeal to income-focused investors.

Gaming and Leisure Properties, Inc. (GLPI) has a substantial institutional ownership, with 972 institutional owners and shareholders holding a total of 321,664,085 shares, which is approximately 91.14% of the company's stock. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and Dodge & Cox. Recent changes in institutional holdings include Principal Financial Group Inc. decreasing its stake by 2.1% in Q3 2025, and Machina Capital S.A.S. increased its stake by 85.2% in Q3 2025. Insiders hold about 4.26% ownership, with net selling of 40,864 shares worth $1.83M over the past three months.