VICI Properties Inc. (NYSE:VICI) is included among the 15 Dividend Stocks Paying 4%+ Yield in 2025. Tenant Concerns Lead Barclays to Lower VICI Target Photo by Vitaly Taranov on Unsplash On December 3, Barclays lowered its price target on VICI Properties Inc. (NYSE:VICI) to $33 from $37 and kept an Overweight rating on the shares. The firm adjusted its net lease estimates based on Q3 earnings and recent transactions. The firm cited tenant-related concerns as the reason for the lower target. VICI Proper ...

Core Insights - Diamond Hill Capital's "Select Fund" underperformed the Russell 3000 Index in Q3 2025, returning 4.98% compared to the index's 8% gain [1] - The fund highlighted Red Rock Resorts, Inc. as a key stock, which has seen a one-month return of -14.89% and a 52-week gain of 1.61% [2] - Red Rock Resorts controls over half of the Las Vegas locals market and is experiencing steady growth, although it is not among the top 30 most popular stocks among hedge funds [3] Company Performance - Red Rock Resorts, Inc. closed at $52.29 per share on October 29, 2025, with a market capitalization of $5.357 billion [2] - The company is recognized for its fundamental strength, contributing positively to the fund's performance in the quarter [3] Hedge Fund Interest - Interest in Red Rock Resorts among hedge funds increased, with 32 portfolios holding the stock at the end of Q2 2025, up from 26 in the previous quarter [3] - Despite this interest, the fund suggests that certain AI stocks may offer better upside potential and lower downside risk compared to Red Rock Resorts [3]

Core Insights - Baron Growth Fund's performance in Q2 2025 was a 0.86% increase, significantly lagging behind the Russell 2000 Growth Index's 11.97% gain and the Russell 3000 Index's 10.99% return, indicating a challenging quarter for the fund's strategy focused on high-conviction businesses [1] Company Analysis: Red Rock Resorts, Inc. - Red Rock Resorts, Inc. (NASDAQ:RRR) operates in the casino and entertainment sector, specifically targeting the Las Vegas Locals market, with a one-month return of -2.21% and a 52-week gain of 14.46% [2] - The stock closed at $61.58 on September 23, 2025, with a market capitalization of $6.309 billion, reflecting its significant market presence [2] - The company is undergoing renovations and expansions of its core assets, which may cause short-term disruptions but are expected to enhance earnings growth and cash flow in the following year, supporting further development and dividend payments [3] - Red Rock's stock is currently trading at a discount to its historical average, which is viewed as attractive given its growth prospects and improving balance sheet [3] Hedge Fund Interest - Red Rock Resorts, Inc. was held by 32 hedge fund portfolios at the end of Q2 2025, an increase from 26 in the previous quarter, indicating growing interest among institutional investors [4] - Despite this interest, the company is not considered among the 30 most popular stocks among hedge funds, with some analysts suggesting that certain AI stocks may offer better upside potential with less risk [4]

Core Insights - Companies with a strong history of dividend payments and increases are attractive to income-focused investors, with Brookfield Infrastructure, Delek Logistics, and VICI Properties recently announcing dividend hikes and offering yields up to nearly 10% [1] Brookfield Infrastructure Partners - Brookfield Infrastructure Partners LP operates in utilities, transport, midstream, and data sectors [2] - The company has increased its dividends for 16 consecutive years, with a recent quarterly payout raised by 6% to $0.43 per share, translating to an annual payout of $1.72 per share [3] - As of June 30, the annual revenue was $21.54 billion, with Q2 2025 revenues reported at $5.43 billion, exceeding consensus estimates, although the loss per share of $0.03 missed expectations [4] Delek Logistics Partners - Delek Logistics Partners LP focuses on logistics and marketing assets for crude oil and refined products in the U.S. [4] - The company has raised its dividends for 12 consecutive years, with the latest quarterly payout increased from $1.11 to $1.115 per share, equating to an annual figure of $4.46 per share [5] - Annual revenue as of June 30 was $920.21 million, with Q2 2025 revenues of $246.35 million and EPS of $0.83, both below expectations [5] VICI Properties - VICI Properties Inc. is a real estate investment trust specializing in casino and entertainment properties [6] - The company has raised its dividends for seven consecutive years, with the latest quarterly payout increased by 4% to $0.45 per share, resulting in an annual figure of $1.80 per share [7] - The current dividend yield for VICI Properties stands at 5.60% [7]