Recent 8-K filings for VICI

• April 29, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases

  VICI Q1 AFFO $0.61/sh (+4.5% YoY); raises 2026 AFFO guidance; expands One Beverly Hills loan to $1.5B

  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.

• February 25, 2026, 6:59 PM ET earnings materiality 0.90 positive item 2.02item 7.01item 9.01

  VICI Q4 revenue $1.0B (+3.8%), AFFO $0.60 (+5.6%); announces $1.16B Golden casino acquisition

  Q4 total revenues $1.0B (+3.8% YoY); AFFO $642.5M (+6.8%), AFFO per share $0.60 (+5.6%).

• October 30, 2025, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 7.01item 9.01

  VICI Q3 revenue $1.0B (+4.4%), AFFO $637.6M (+7.4%); raises dividend, adds Clairvest tenant

  Q3 revenue $1.0B (+4.4% YoY); net income $762M ($0.71); AFFO $637.6M ($0.60, +5.3% per share).

• July 30, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  VICI Q2: Revenue $1.0B (+4.6%), AFFO/Share $0.60 (+4.9%); FY guidance raised

  Total revenues $1.0B (+4.6% YoY); net income $865.1M ($0.82/diluted); AFFO $630.2M ($0.60/diluted).

• April 30, 2025, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 7.01item 9.01

  VICI Q1 AFFO $0.58 (+4.3% YoY), raises 2025 AFFO guidance to $2.47-2.50B

  Total revenues $984.2M (+3.4% YoY); AFFO per share $0.58 (+4.3% YoY).

• February 20, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  VICI Q4 revenue +4.7% to $976M; AFFO $0.57 (+5.4%); FY24 AFFO $2.26; 2025 guidance

  Q4 total revenues $976.1M (+4.7% YoY); net income $614.6M ($0.58) down 17.8% on CECL change.

• October 31, 2024, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 7.01item 9.01

  VICI Properties Q3 revenue $964.7M (+6.7% YoY); AFFO per share $0.57; raises dividend 4.2%

  Revenue $964.7M, up 6.7% YoY; net income $732.9M ($0.70 EPS) vs $556.3M ($0.55) YoY.

• July 31, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  VICI Properties Q2 revenue up 6.6% to $957M, AFFO up 9.6%, raises 2024 guidance

  Total revenues $957.0M (+6.6% YoY); net income $741.3M ($0.71/diluted share).

• May 1, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases

  VICI Properties Q1 revenue up 8.4% to $951.5M; AFFO per share $0.56 (+6.1% YoY); guidance reaffirmed

  Net income attributable to common stockholders rose 13.7% to $590.0M ($0.57 per diluted share).

• March 8, 2024, 6:59 PM ET debt materiality 0.60 neutral item 1.01item 8.01item 9.01 ◈ Material Agreements

  VICI Properties issues $1.05B in senior notes to refinance 2024 maturities

  $550M 5.750% notes due 2034 and $500M 6.125% notes due 2054 issued by VICI LP at 99.186% and 98.192% of par.

• February 22, 2024, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases

  VICI Q4 revenue +21% to $932M, AFFO +17% to $570M; guides FY2024 AFFO growth high-end of REITs

  Q4 total revenues $931.9M (+21% YoY); net income $747.8M (+23.8% YoY); AFFO $570.4M (+17% YoY); AFFO per share $0.55 (+8.8% YoY).

• October 25, 2023, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases

  VICI Properties Q3 revenue up 20.3% to $904.3M; AFFO per share up 10.7% to $0.54; increases FY guidance

  Net income $556.3M ($0.55 per share) vs $330.9M ($0.34) a year ago; AFFO $547.6M ($0.54 per share).

• July 26, 2023, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases

  VICI Q2 revenue $898M (+35.5% YoY); AFFO per share $0.54 (+11.9%); 2023 guidance raised

  Total revenues $898.2M (+35.5% YoY); net income $690.7M vs -$57.7M last year.

• May 1, 2023, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases

  VICI Q1 revenue $877.6M (+110.7% YoY), AFFO $0.53, closes $1.3B MGM Grand JV buyout

  Net income $518.7M ($0.52 EPS), up 115.8% YoY; AFFO $528.6M ($0.53) up 73%.

• March 1, 2023, 6:59 PM ET other material materiality 0.60 neutral item 8.01item 9.01

  VICI Properties enters $1.5B ATM equity distribution program, terminates prior program

  Up to $1.5B aggregate gross sales price of common stock may be sold through managers as agents or forward sellers.

• February 23, 2023, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases ×2

  VICI Properties Q4 revenue $770M (+101% YoY); AFFO per share $0.51; full year AFFO $1.69B

  Q4 total revenues $769.9M (+100.9% YoY); net income $604.1M (+114.6%).

• January 18, 2023, 6:59 PM ET other material materiality 0.60 neutral item 1.01item 9.01 ◈ Material Agreements ×2

  VICI Properties launches 30.3M share forward sale offering at $31.845; expects ~$964M net proceeds

  30,302,500 shares (including 3,952,500 overallotment) offered via forward sale at $31.845 per share to underwriters.

• December 19, 2022, 6:59 PM ET M&A materiality 0.75 neutral item 1.01item 9.01 ◈ Material Agreements ×2

  VICI Properties amends MGM master lease, reduces annual rent to $770M from $860M; enters new Mirage lease with Hard Rock

  MGM Master Lease Amendment executed December 19, 2022, reducing annual base rent from $860M to $770M.

• November 8, 2022, 6:59 PM ET other material materiality 0.60 neutral item 1.01item 9.01

  VICI Properties closes ~$580M forward equity offering of 19M shares at $30.565

  Sold 18,975,000 shares via forward offering at $30.565/share; underwriters exercised full over-allotment option.

• October 27, 2022, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 9.01

  VICI Q3 revenue doubles YoY to $751.5M; raises AFFO guidance, hikes dividend 8.3%

  Total revenues $751.5M (+100% YoY); AFFO $470.7M ($0.49/share, +8.5% YoY).

• July 27, 2022, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 7.01item 9.01

  VICI Q2 AFFO up 68% to $430M; closes MGP acquisition, issues $5B notes

  AFFO per share $0.48 (+3.7% YoY); net loss $(0.06)/share due to $551.9M CECL allowance increase.

• May 4, 2022, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 7.01item 9.01

  VICI Q1 revenue $416.6M (+11.3%); completes $17.2B MGP and $4B Venetian acquisitions

  AFFO $305.5M (+19.8% YoY); AFFO per share $0.44 (down from $0.47 on dilution).

• April 29, 2022, 7:59 PM ET M&A materiality 0.95 positive item 1.01item 1.02item 2.01item 2.03item 8.01item 9.01

  VICI closes MGP acquisition; issues $5.0B senior notes, new $860M MGM lease

  Merger with MGM Growth Properties closed on April 29, 2022; VICI acquires MGP's portfolio.

• April 25, 2022, 7:59 PM ET debt materiality 0.75 neutral item 1.01item 8.01item 9.01

  VICI Properties issues $5.0B senior notes across five tranches to fund MGP acquisition and repay debt

  Issued $500M 4.375% notes due 2025, $1.25B 4.750% notes due 2028, $1.0B 4.950% notes due 2030, $1.5B 5.125% notes due 2032, $750M 5.625% notes due 2052.

• April 18, 2022, 7:59 PM ET M&A materiality 0.75 positive item 2.02item 8.01item 9.01

  VICI Properties expects MGP acquisition to close by May 31; all rent paid through April

  As of April 18, all tenants fulfilled rent obligations for Jan, Feb, Mar, and Apr 2022.

• February 23, 2022, 6:59 PM ET M&A materiality 0.90 positive item 2.01item 9.01

  VICI Properties completes $4B acquisition of Venetian Resort real estate; 30-year lease with Apollo

  Acquired all land and real estate of The Venetian Resort Las Vegas and Venetian Expo for $4.0B cash from Las Vegas Sands.

• February 23, 2022, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 9.01

  VICI Q4 AFFO up 11%; completes $4B Venetian acquisition; guides FY2022 AFFO $1.80-1.84

  Q4 total revenues $383.2M (+2.7% YoY); AFFO $278.9M (+10.8% YoY); AFFO per share $0.44 (vs $0.46 YoY due to dilution).

• February 14, 2022, 6:59 PM ET M&A materiality 0.60 neutral item 8.01item 9.01

  VICI extends exchange offer deadline to March 31 for up to $4.2B MGP notes tied to merger

  Expiration date of exchange offers extended from Feb 15 to March 31, 2022.

• February 9, 2022, 6:59 PM ET debt materiality 0.65 neutral item 1.01item 1.02item 2.03item 9.01

  VICI Properties enters into $3.5B credit facilities; terminates existing $1.0B revolver

  New $2.5B unsecured revolver maturing Mar 2026 plus $1.0B delayed draw term loan maturing Mar 2025.

• November 18, 2021, 6:59 PM ET litigation materiality 0.70 negative item 8.01item 7.01

  VICI Properties faces nine disclosure lawsuits over MGP merger; issues supplemental proxy

  Nine lawsuits filed in SDNY, DNJ, EDNY, and EDPa alleging inadequate merger disclosures in joint proxy statement.

• November 18, 2021, 6:59 PM ET other material materiality 0.60 neutral item 8.01item 9.01

  MGP reports 9M 2021 net income $272.2M; VICI provides pro forma merger financials

  MGP nine-month net income $272.2M vs $69.1M prior year; net income to Class A $153.5M vs $34.6M.

• October 29, 2021, 7:59 PM ET M&A materiality 0.85 positive item 5.07item 7.01item 9.01

  VICI stockholders approve stock issuance for MGP acquisition with 99.9% support

  More than 99.9% of votes cast favored issuing VICI common stock for MGP acquisition; ~90% of outstanding shares voted.

• October 27, 2021, 7:59 PM ET earnings materiality 0.90 positive item 2.02item 7.01item 9.01

  VICI Q3 revenue up 10.6%, AFFO up 12.9%; announces $17.2B MGP acquisition; raises FY AFFO guidance

  Total revenue $375.7M (+10.6% YoY); net income $161.9M ($0.28/share) vs $398.3M in Q3 2020 due to prior-year one-time gain.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.95 · Median 0.70 · Most common event earnings

23 positive 1 negative 26 neutral

source · VICI on sec.gov