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

Core Viewpoint - Gaming and Leisure Properties, Inc. (NASDAQ:GLPI) has received a "Moderate Buy" rating from twelve research firms, with an average twelve-month price target of $52.32 [1] Analyst Ratings - Six analysts rated the stock as a hold and six as a buy [1] - Stifel Nicolaus set a target price of $48.50 [2] - Scotiabank increased its target from $48.00 to $50.00 with a "sector perform" rating [2] - Morgan Stanley raised its price objective from $52.00 to $53.00 with an "equal weight" rating [2] - JPMorgan Chase upgraded the rating from "neutral" to "overweight" and increased the price target to $53.00 [2] - Weiss Ratings maintained a "hold (c)" rating [2] Price Performance - The stock opened at $43.93, with a market cap of $12.44 billion [3] - The 50-day moving average price is $46.73, and the 200-day moving average price is $45.53 [3] - The 52-week low is $41.17, and the high is $51.44 [3] - The company has a P/E ratio of 15.10 and a PEG ratio of 2.00 [3] Financial Performance - For the last quarter, the company reported earnings per share (EPS) of $0.99, exceeding estimates of $0.98 [4] - Revenue for the quarter was $407.03 million, slightly above the consensus estimate of $406.02 million [4] - The net margin was 52.24%, and return on equity was 17.10% [4] - Revenue increased by 4.5% year-over-year [4] - FY 2026 EPS guidance is set at 4.060-4.110 [4] - Analysts predict an EPS of 3.81 for the current fiscal year [4] Dividend Information - The company declared a quarterly dividend of $0.78, representing an annualized dividend of $3.12 and a yield of 7.1% [5] - The dividend payout ratio is 107.22% [5] Insider Transactions - Director E Scott Urdang sold 4,000 shares at an average price of $47.37, totaling $189,480 [6] - CFO Desiree A. Burke sold 9,804 shares at an average price of $49.02, totaling $480,592 [6] - Over the last 90 days, insiders sold 69,042 shares worth $3,203,844 [6] - Insiders own 4.26% of the company's stock [6] Institutional Investor Activity - Spire Wealth Management increased its position by 62.3% in Q3 [8] - MassMutual Private Wealth & Trust FSB boosted its position by 89.3% in Q3 [8] - Hedge funds and institutional investors own 91.14% of the company's stock [8] Company Overview - Gaming and Leisure Properties, Inc. is a REIT focused on owning and managing gaming and entertainment properties [9] - The company was established in 2013 as a spin-off from Penn National Gaming [9] - It specializes in acquiring real estate assets associated with casinos and gaming facilities, leasing them back under long-term agreements [9][10]