{"schema_version":"secwatch.filing_event.v1","accession":"0001705696-26-000068","form_type":"8-K","ticker":"VICI","cik":"0001705696","company_name":"VICI PROPERTIES INC.","filed_at":"2026-04-29T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.774630+00:00","generated_at":"2026-05-15T02:18:30.885731+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"VICI Q1 AFFO $0.61/sh (+4.5% YoY); raises 2026 AFFO guidance; expands One Beverly Hills loan to $1.5B","bullets":["Q1 total revenues $1.0B (+3.5% YoY); AFFO $650.9M ($0.61/sh, +4.5%); net income $872.4M ($0.82) includes $305.7M CECL benefit.","Expanded Cain/Eldridge relationship with $1.5B mezzanine loan for One Beverly Hills; initial funding $650M deployed.","Pending acquisition of two Alberta casino assets and two hotels for CAD$200.6M/USD$144.4M; rent increases CAD$16.1M/yr.","Raised 2026 AFFO guidance to $2,665M-$2,695M ($2.44-$2.47 per share) from prior range.","Golden Entertainment $1.16B acquisition (7 casinos) expected to close April 30, 2026; all regulatory approvals met."],"urls":{"canonical":"https://secwatch.observer/filing/0001705696-26-000068","json":"https://secwatch.observer/filing/0001705696-26-000068.json","markdown":"https://secwatch.observer/filing/0001705696-26-000068.md","text":"https://secwatch.observer/filing/0001705696-26-000068.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1705696/000170569626000068/0001705696-26-000068-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1705696/000170569626000068/vici-20260429.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T02:18:30.885731+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"48f504207cbf32b62ab3cf99d90c0e57e0098cb1","claim":"VICI PROPERTIES INC. reported the quarter ended March 31, 2026 results: revenue $1.0 billion, net income $872.4 million, EPS $0.82. Guidance raised.","evidence_excerpt":"herein are on a per diluted common share basis unless otherwise stated. First Quarter 2026 Financial and Operating Highlights • Total revenues increased 3.5% year-over-year to $1.0 billion • Net income attributable to common stockholders increased 60.5% year-over-year to $872.4 million and, on a per share basis, increased 58.7% year-over-year to $0.82 due to the","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1705696/000170569626000068/0001705696-26-000068-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended March 31, 2026"},{"label":"Revenue","value":"$1.0 billion"},{"label":"Net income","value":"$872.4 million"},{"label":"EPS","value":"$0.82"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"reported results"}]}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}