secwatch.observer — SEC 8-K summary ====================================== Issuer: Gaming & Leisure Properties, Inc. (GLPI) CIK: 0001575965 Form: 8-K Filed at: 2026-07-31T16:09:01+00:00 Accession: 0001575965-26-000062 Event type: earnings Sentiment: positive Materiality: 0.80 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 GLPI Q2 2026: record revenue $430.5M, AFFO $304.0M; raises 2026 AFFO guidance midpoint -------------------------------------------------------------------------------- - Total revenue $430.5M (+9.0% YoY), net income $234.9M ($0.80 EPS), AFFO $304.0M ($1.03/share). - Quarterly dividend raised to $0.82/share (+5.1% from $0.78), annualized yield 7.4%. - 2026 AFFO guidance raised to $4.10-$4.12 per share (midpoint $4.11) from $4.08-$4.12. - Funded $216.3M to complete PENN Aurora project at 7.75% cap; exercised $700M Bally's Lincoln acquisition at 8.0% cap. - Development pipeline $2.02B total commitments; leverage 4.8x net debt/EBITDA below target. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1575965/000157596526000062/0001575965-26-000062-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1575965/000157596526000062/glpi-20260731.htm HTML page: https://secwatch.observer/filing/0001575965-26-000062 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer