Highest-materiality recent filing
GLPI reports record Q1 revenue $420M, AFFO $297.1M; raises 2026 AFFO guidance to $4.08-$4.12/share
Total revenue $420.0M (+6.3% YoY), net income $239.4M (+40.5%), AFFO $297.1M (+9.2% YoY) – all record highs.
GLPI borrows $679M term loan to repay bridge revolver, extends maturity to 2028
Borrowed $679M new term loan under Amendment No. 3 to Credit Agreement, maturing Dec 2, 2028, with two six-month extension options.
GLPI closes $800M 5.625% senior notes due 2036; proceeds repay term loan
Issued $800M 5.625% senior notes due March 1, 2036; net proceeds ~$791.1M after discounts and expenses.
GLPI issues $800M of 5.625% Senior Notes due 2036; net proceeds to repay term loan
$800M aggregate principal of 5.625% Senior Notes due March 1, 2036; priced at 99.857% of par.
GLPI Q4 AFFO $0.99 (+4.2% YoY); 2026 AFFO guidance $4.06-$4.11; dividend $0.78/sh
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.
GLPI expands board with independent director Michael Borofsky
Michael Borofsky appointed as new independent director, effective immediately, expanding board to eight members, seven independent.
GLPI Q3 2025 revenue record $397.6M, AFFO $0.97; raises 2025 guidance
Q3 total revenue $397.6M (+3.2% YoY); net income $248.5M ($0.85 diluted EPS).
GLPI closes $1.3B notes offering to refinance $975M 2026 notes and for general purposes
Issued $1.3B in two tranches: $1.3B of 5.250% senior notes due 2033 and 5.750% senior notes due 2037.
GLPI issues $1.3B in senior notes to refinance $975M 2026 notes and for general purposes
$600M 5.250% notes due 2033 and $700M 5.750% notes due 2037 issued; net proceeds ~$1.28B.
GLPI Q2 2025 revenue up 3.8% to record $394.9M, AFFO per share $0.96 vs $0.94, FY guidance narrowed
Q2 total revenue rose 3.8% YoY to $394.9M; net income $156.2M ($0.54/diluted) vs $214.4M ($0.77) in prior year.
GLPI eliminates Chief Investment Officer role; Matthew Demchyk to depart Aug 1, 2025
Position of SVP and Chief Investment Officer eliminated; Matthew Demchyk separates on August 1, 2025.
GLPI shareholders approve amended 2013 incentive plan and re-elect directors
Shareholders approved amendment to 2013 Long-Term Incentive Plan, increasing shares reserved by 4.5M.
GLPI files new shelf and upsizes ATM equity offering program to $1.25B
Filed new shelf registration statement on Form S-3 effective May 1, 2025, replacing prior 2022 shelf.
GLPI Q1 2025 revenue $395.2M, AFFO $272.0M; narrows 2025 AFFO guidance
Total revenue $395.2M (+5.1% YoY); AFFO $272.0M ($0.96/sh, +5.2% YoY).
Director Barry Schwartz to retire from GLPI board at 2025 annual meeting
Barry Schwartz notified his retirement as director, effective at the 2025 annual meeting.
GLPI reports record Q4 revenue $389.6M, AFFO $269.7M; provides 2025 AFFO guidance $3.83-$3.88/share
Q4 revenue $389.6M (+5.6% YoY); AFFO $269.7M (+5.1% YoY); diluted EPS $0.79 vs $0.78.
GLPI calls $850M of 5.250% Senior Notes due June 2025 for redemption on March 3, 2025
Issuers redeemed all $850.0M aggregate principal of 5.250% Senior Notes originally due June 2025.
Revolving commitments increased from $1.75B to $2.09B; maturity extended to December 2, 2028.
GLPI Q3 revenue $385.3M (+7.1%), AFFO $0.95; Bally's Chicago land deal closed, $1.2B notes issued
Q3 total revenue $385.3M (+7.1% YoY); net income $190.1M ($0.67 dil EPS); AFFO $268.2M ($0.95 per share/OP unit).
GLPI promotes Brandon Moore to additional role of President
Brandon Moore, age 50, adds President role effective immediately, continues as COO, CLO, Secretary.
GLPI closes $250M land acquisition for Bally's Chicago development; total commitment $1.585B
Closed $250M acquisition of land underlying Bally's Chicago; lease with Bally's in place.
GLPI closes $1.2B notes offering in two tranches for general corporate purposes
Issued $1.2B aggregate principal of senior notes: $1.2B total, 5.625% due 2034 and 6.250% due 2054.
GLPI issues $1.2B in senior notes: $800M at 5.625% due 2034, $400M at 6.250% due 2054
Issued $800M aggregate principal amount of 5.625% Senior Notes due 2034 at 99.094% of par.
GLPI reports record Q2 revenue $380.6M, raises AFFO guidance; $1.585B Bally's deal
Q2 total revenue $380.6M (+6.7% YoY), net income $214.4M ($0.77 diluted EPS), AFFO $264.4M ($0.94 per share).
GLPI invests $1.585B in Bally’s: Chicago development, KC/Shreveport sale-leasebacks at 8.3% yield
Acquires Chicago land for $250M and funds up to $940M construction hard costs at 8.5% yield; total Chicago investment $1.19B.
GLPI annual meeting elects all 8 directors, ratifies auditor, approves say-on-pay
All 8 director nominees elected with at least 217M 'for' votes; highest vote-getter Debra Martin Chase with 240.4M.
Q1 total revenue $376.0M (+5.8% YoY); net income $179.5M ($0.64 diluted EPS) vs $188.7M ($0.70) YoY.
GLPI appoints Debra Martin Chase as independent director; fills vacancy from Epps' passing
Debra Martin Chase appointed to GLPI Board effective April 22, 2024, filling vacancy left by JoAnne A. Epps.
On March 13, 2025, Barry Schwartz, a member of the Board of Directors (the “ Board ”) of Gaming and Leisure Properties, Inc. (the “ Company ”), notified the Company of his decision to retire as a director effective as of the Company’s 2025 annual meeting of shareholders.
On September 27, 2024, the Board of Directors (the “Board”) of Gaming and Leisure Properties, Inc. (the “Company”) promoted Brandon Moore, the Company’s Chief Operating Officer, Chief Legal Counsel and Secretary, to serve in the additional role of President of the Company, effective immediately.
On April 22, 2024, the Board of Directors (the “Board”) of Gaming and Leisure Properties, Inc. (the “Company”) appointed Ms. Debra Martin Chase as a new independent member of the Board, effective April 22, 2024
Max materiality 0.85 · Median 0.60 · Most common event earnings