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VICI Properties (NYSE:VICI) Q4 2025 Earnings call February 26, 2026 10:00 AM ET Company ParticipantsDavid Kieske - CFOEdward Pitoniak - CEOGabe Wasserman - Chief Accounting OfficerJohn Payne - President and COORich Hightower - Managing DirectorSamantha Gallagher - Executive Vice President, General Counsel, and SecretaryConference Call ParticipantsAnthony Paolone - Research AnalystBarry Jonas - Director and Senior Equity AnalystCaitlin Burrows - Vice President and Stock AnalystChad Beynon - Stock AnalystDavi ...

VICI Properties (NYSE:VICI) Q4 2025 Earnings call February 26, 2026 10:00 AM ET Company ParticipantsDavid Kieske - CFOEdward Pitoniak - CEOGabe Wasserman - Chief Accounting OfficerJohn Payne - President and COORich Hightower - Managing DirectorSamantha Gallagher - Executive Vice President, General Counsel, and SecretaryConference Call ParticipantsAnthony Paolone - Research AnalystBarry Jonas - Director and Senior Equity AnalystCaitlin Burrows - Vice President and Stock AnalystChad Beynon - Stock AnalystDavi ...

VICI Properties (NYSE:VICI) Q4 2025 Earnings call February 26, 2026 10:00 AM ET Speaker13Good day, ladies and gentlemen. Thank you for standing by. Welcome to the VICI Properties Fourth Quarter and Full Year 2025 Earnings Conference Call. At this time, all participants are in listen-only mode. Please note that this conference call is being recorded today, February 26, 2026. I will now turn the call over to Samantha Gallagher, General Counsel with VICI Properties.Speaker15Thank you, Operator, good morning. E ...

Key Takeaways VICI Properties reported Q4 AFFO of 60 cents per share, up 5.3% year over year.VICI Properties' 2025 AFFO rose to $2.38 per share as revenues climbed 4.1%.VICI Properties expects 2026 AFFO per share of $2.42-$2.45VICI Properties (VICI) reported fourth-quarter adjusted funds from operations (AFFO) per share of 60 cents, meeting the Zacks Consensus Estimate. Moreover, the figure increased 5.3% from the prior-year quarter.Results reflect a year-over-year rise in revenues, mainly driven by an incr ...

Although the Company believes that in making such forward-looking statements its expectations are based upon reasonable assumptions, such statements may be influenced by factors that could cause actual outcomes and results to be materially different from those projected. The Company cannot assure you that the assumptions upon which these statements are based will prove to have been correct. Additional important factors that may affect the Company's business, results of operations and financial position are ...

分组1 - VICI Properties Inc. reported quarterly funds from operations (FFO) of $0.6 per share, matching the Zacks Consensus Estimate and showing an increase from $0.57 per share a year ago [1] - The company posted revenues of $1.01 billion for the quarter ended December 2025, which was 0.28% below the Zacks Consensus Estimate, but an increase from $976.05 million year-over-year [2] - VICI Properties shares have increased approximately 7.7% since the beginning of the year, outperforming the S&P 500's gain of 0.7% [3] 分组2 - The future performance of VICI Properties' stock will largely depend on management's commentary during the earnings call and the outlook for FFO [3][4] - The current consensus FFO estimate for the upcoming quarter is $0.61 on revenues of $1.02 billion, and for the current fiscal year, it is $2.45 on revenues of $4.15 billion [7] - The REIT and Equity Trust - Other industry, to which VICI Properties belongs, is currently ranked in the bottom 34% of over 250 Zacks industries, indicating potential challenges ahead [8]

Core Insights - VICI Properties Inc. reported revenue of $1.01 billion for the quarter ended December 2025, reflecting a year-over-year increase of 3.8% [1] - The earnings per share (EPS) for the quarter was $0.60, slightly up from $0.58 in the same quarter last year, with no surprise against the consensus EPS estimate [1] - The reported revenue was a slight miss compared to the Zacks Consensus Estimate of $1.02 billion, resulting in a surprise of -0.28% [1] Revenue Breakdown - Other income for VICI Properties was reported at $18.88 million, which is below the four-analyst average estimate of $19.51 million, representing a year-over-year decline of 3% [4] - Golf revenues amounted to $10.79 million, also falling short of the $11.27 million average estimate from four analysts, indicating a year-over-year decrease of 3.3% [4] Stock Performance - Over the past month, shares of VICI Properties have returned +6.3%, outperforming the Zacks S&P 500 composite, which saw a change of -0.3% [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]