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 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 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 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 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).
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 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 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.
Q1 total revenue $376.0M (+5.8% YoY); net income $179.5M ($0.64 diluted EPS) vs $188.7M ($0.70) YoY.
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