Aew Capital Management L P Sells 631,520 Shares of Gaming and Leisure Properties, Inc. $GLPI

Aew Capital Management L P cut its holdings in Gaming and Leisure Properties, Inc. (NASDAQ:GLPI) by 76.4% during the third quarter, Holdings Channel.com reports. The firm owned 194,982 shares of the real estate investment trust’s stock after selling 631,520 shares during the quarter. Gaming and Leisure Properties accounts for about 0.5% of Aew Capital Management L P’s portfolio, making the stock its 23rd biggest position. Aew Capital Management L P’s holdings in Gaming and Leisure Properties were worth $9,088,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also added to or reduced their stakes in the business. Vanguard Group Inc. grew its position in Gaming and Leisure Properties by 2.4% in the third quarter. Vanguard Group Inc. now owns 37,905,759 shares of the real estate investment trust’s stock valued at $1,766,787,000 after purchasing an additional 899,273 shares in the last quarter. Dodge & Cox boosted its stake in shares of Gaming and Leisure Properties by 0.8% during the 2nd quarter. Dodge & Cox now owns 13,618,357 shares of the real estate investment trust’s stock worth $635,705,000 after buying an additional 108,748 shares during the last quarter. Geode Capital Management LLC grew its holdings in shares of Gaming and Leisure Properties by 7.5% in the 2nd quarter. Geode Capital Management LLC now owns 6,948,979 shares of the real estate investment trust’s stock valued at $323,683,000 after acquiring an additional 483,174 shares in the last quarter. Invesco Ltd. grew its holdings in shares of Gaming and Leisure Properties by 3.2% in the 2nd quarter. Invesco Ltd. now owns 4,657,406 shares of the real estate investment trust’s stock valued at $217,408,000 after acquiring an additional 145,172 shares in the last quarter. Finally, Jennison Associates LLC increased its position in shares of Gaming and Leisure Properties by 8.1% in the second quarter. Jennison Associates LLC now owns 4,599,033 shares of the real estate investment trust’s stock valued at $214,683,000 after acquiring an additional 346,462 shares during the last quarter. Institutional investors and hedge funds own 91.14% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts recently commented on GLPI shares. Morgan Stanley increased their price target on Gaming and Leisure Properties from $52.00 to $53.00 and gave the company an “equal weight” rating in a research report on Wednesday, December 24th. UBS Group reiterated a “buy” rating on shares of Gaming and Leisure Properties in a research note on Thursday, January 8th. Stifel Nicolaus set a $48.50 price objective on Gaming and Leisure Properties in a report on Thursday, February 12th. Mizuho set a $50.00 target price on shares of Gaming and Leisure Properties and gave the company an “outperform” rating in a research note on Wednesday, December 17th. Finally, Cantor Fitzgerald dropped their price target on shares of Gaming and Leisure Properties from $51.00 to $49.00 and set a “neutral” rating on the stock in a research report on Thursday, November 6th. Six analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $51.95.

Insider Activity at Gaming and Leisure Properties

In other Gaming and Leisure Properties news, Director E Scott Urdang sold 4,000 shares of the business’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $47.37, for a total value of $189,480.00. Following the completion of the sale, the director owned 130,429 shares of the company’s stock, valued at $6,178,421.73. The trade was a 2.98% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, COO Brandon John Moore sold 16,884 shares of the stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $48.05, for a total transaction of $811,276.20. Following the transaction, the chief operating officer owned 257,874 shares in the company, valued at approximately $12,390,845.70. The trade was a 6.15% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 59,238 shares of company stock worth $2,723,252. Corporate insiders own 4.26% of the company’s stock.

Gaming and Leisure Properties Trading Up 1.0%

Shares of NASDAQ:GLPI opened at $48.33 on Wednesday. Gaming and Leisure Properties, Inc. has a 12-month low of $41.17 and a 12-month high of $52.24. The business has a 50 day moving average of $45.49 and a 200-day moving average of $45.45. The company has a quick ratio of 3.84, a current ratio of 3.84 and a debt-to-equity ratio of 1.45. The stock has a market cap of $13.69 billion, a PE ratio of 16.61, a P/E/G ratio of 2.64 and a beta of 0.67.

Gaming and Leisure Properties (NASDAQ:GLPI) last released its quarterly earnings results on Thursday, February 19th. The real estate investment trust reported $0.99 earnings per share for the quarter, topping the consensus estimate of $0.98 by $0.01. The business had revenue of $407.03 million during the quarter, compared to analysts’ expectations of $406.02 million. Gaming and Leisure Properties had a return on equity of 17.10% and a net margin of 52.24%.The firm’s revenue for the quarter was up 4.5% compared to the same quarter last year. During the same period last year, the firm posted $0.95 EPS. Gaming and Leisure Properties has set its FY 2026 guidance at 4.060-4.110 EPS. As a group, equities research analysts forecast that Gaming and Leisure Properties, Inc. will post 3.81 earnings per share for the current year.

Gaming and Leisure Properties Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, March 27th. Stockholders of record on Friday, March 13th will be given a $0.78 dividend. This represents a $3.12 dividend on an annualized basis and a dividend yield of 6.5%. The ex-dividend date of this dividend is Friday, March 13th. Gaming and Leisure Properties’s payout ratio is presently 107.22%.

More Gaming and Leisure Properties News

Here are the key news stories impacting Gaming and Leisure Properties this week:

• Positive Sentiment: Royal Bank of Canada raised its price target on GLPI to $54 and kept an “outperform” rating, implying notable upside from current levels and signaling analyst confidence in the name. RBC price target raise
• Positive Sentiment: Recent earnings and strategic activity are supporting the stock: GLPI reported a slight beat on quarterly EPS and reiterated FY‑2026 guidance (EPS 4.060–4.110), and market commentary is re‑rating valuation following the Bally’s Lincoln acquisition — items that underpin the current share strength. Valuation after earnings & acquisition
• Negative Sentiment: Insider selling: GLPI COO Brandon J. Moore sold multiple blocks of shares (including 16,884 shares on Feb. 24) and director E. Scott Urdang sold 4,000 shares on Feb. 23. These SEC filings reduce insider ownership and may concern some investors about near‑term insider sentiment. COO filings Director filing

Gaming and Leisure Properties Company Profile

Gaming and Leisure Properties, Inc (NASDAQ: GLPI) is a real estate investment trust (REIT) specializing in the ownership and management of gaming and entertainment properties. Established in 2013 as a spin-off from Penn National Gaming, the company was designed to acquire and hold real estate assets associated with casinos, racetracks and other gaming facilities, while leasing those assets back to operating partners under long-term, triple-net lease agreements.

The company’s core activities involve identifying attractive gaming real estate, structuring lease agreements that align tenant incentives with property performance, and actively managing its portfolio to enhance asset value.