earnings
confidence high
sentiment positive
materiality 0.85
GLPI Q4 AFFO $0.99 (+4.2% YoY); 2026 AFFO guidance $4.06-$4.11; dividend $0.78/sh
Gaming & Leisure Properties, Inc.
2025-FY EPS reported
$2.95
revenue$1,594,752,000
- Q4 total revenue $407.0M (+4.5% YoY); net income $275.4M; AFFO $290.0M (+7.5%); diluted AFFO per share $0.99 vs $0.95.
- Full-year 2025 AFFO $1.120B ($3.88/sh) vs $1.061B ($3.77/sh) in 2024; record results driven by acquisitions and development funding.
- 2026 AFFO guidance $1.207B-$1.222B ($4.06-$4.11 per diluted share), implying ~5-6% growth; includes $700M Bally's Lincoln and $467M Live! Virginia.
- Q1 2026 dividend declared $0.78/share (annualized $3.12, +2.6% vs $3.04), payable Mar 27 to holders of record Mar 13.
- Recent closed deals: Bally's Twin River Lincoln acquired Feb 2026 for $700M (8% cap); Live! Virginia commitment $467M (8% cap); funding pipeline $2.6B.