Bahl & Gaynor Inc. Purchases 1,671,311 Shares of VICI Properties Inc. $VICI

Bahl & Gaynor Inc. increased its position in shares of VICI Properties Inc. (NYSE:VICI) by 54.7% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 4,724,487 shares of the company’s stock after purchasing an additional 1,671,311 shares during the quarter. Bahl & Gaynor Inc.’s holdings in VICI Properties were worth $154,066,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. increased its position in VICI Properties by 0.5% during the 3rd quarter. Vanguard Group Inc. now owns 156,751,453 shares of the company’s stock worth $5,111,665,000 after buying an additional 736,209 shares during the period. State Street Corp grew its stake in shares of VICI Properties by 2.1% in the second quarter. State Street Corp now owns 59,694,662 shares of the company’s stock valued at $1,970,935,000 after acquiring an additional 1,204,476 shares in the last quarter. Geode Capital Management LLC increased its position in VICI Properties by 7.1% during the second quarter. Geode Capital Management LLC now owns 34,618,730 shares of the company’s stock worth $1,144,400,000 after acquiring an additional 2,281,688 shares during the period. Allianz Asset Management GmbH raised its stake in VICI Properties by 11.7% in the 3rd quarter. Allianz Asset Management GmbH now owns 27,986,645 shares of the company’s stock worth $912,644,000 after purchasing an additional 2,937,039 shares in the last quarter. Finally, JPMorgan Chase & Co. raised its stake in VICI Properties by 7.3% in the 3rd quarter. JPMorgan Chase & Co. now owns 23,409,381 shares of the company’s stock worth $763,380,000 after purchasing an additional 1,598,238 shares in the last quarter. 97.71% of the stock is currently owned by institutional investors.

VICI Properties Stock Up 1.5%

NYSE VICI opened at $30.22 on Monday. The business has a fifty day moving average price of $28.65 and a two-hundred day moving average price of $30.17. The stock has a market capitalization of $32.30 billion, a PE ratio of 11.58, a PEG ratio of 3.00 and a beta of 0.67. VICI Properties Inc. has a fifty-two week low of $27.48 and a fifty-two week high of $34.03. The company has a debt-to-equity ratio of 0.59, a current ratio of 3.17 and a quick ratio of 3.17.

VICI Properties (NYSE:VICI) last posted its quarterly earnings results on Wednesday, February 25th. The company reported $0.57 EPS for the quarter, missing analysts’ consensus estimates of $0.60 by ($0.03). VICI Properties had a return on equity of 10.02% and a net margin of 69.28%.The business had revenue of $1.01 billion for the quarter, compared to analyst estimates of $1.01 billion. During the same period last year, the firm posted $0.57 EPS. VICI Properties’s quarterly revenue was up 3.8% on a year-over-year basis. VICI Properties has set its FY 2026 guidance at 2.420-2.450 EPS. Equities analysts expect that VICI Properties Inc. will post 2.31 earnings per share for the current fiscal year.

VICI Properties Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, January 8th. Stockholders of record on Wednesday, December 17th were paid a $0.45 dividend. This represents a $1.80 dividend on an annualized basis and a dividend yield of 6.0%. The ex-dividend date was Wednesday, December 17th. VICI Properties’s dividend payout ratio (DPR) is presently 68.97%.

Wall Street Analyst Weigh In

VICI has been the topic of several recent research reports. Evercore reaffirmed an “in-line” rating and set a $32.00 target price (down from $36.00) on shares of VICI Properties in a report on Monday, December 1st. The Goldman Sachs Group reduced their price target on VICI Properties from $38.00 to $34.00 and set a “buy” rating on the stock in a research report on Friday, November 28th. Weiss Ratings restated a “hold (c)” rating on shares of VICI Properties in a research note on Monday, December 29th. Wells Fargo & Company reiterated an “equal weight” rating and set a $32.00 target price (down from $36.00) on shares of VICI Properties in a research report on Tuesday, November 18th. Finally, Mizuho reduced their target price on VICI Properties from $35.00 to $30.00 and set an “outperform” rating on the stock in a report on Wednesday, December 17th. Nine equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $33.85.

Key VICI Properties News

Here are the key news stories impacting VICI Properties this week:

• Positive Sentiment: Q4 AFFO grew ~6.8% year‑over‑year and met/beat key cash‑flow metrics, supporting distribution coverage and the REIT’s income story. VICI Properties’ Q4 AFFO Meet Estimates
• Positive Sentiment: VICI reported >$4 billion in revenue for 2025 and highlighted large new commitments and casino transactions that expand its Las Vegas exposure and diversify cash flows. VICI Properties surpasses $4bn in revenue in 2025
• Positive Sentiment: Management outlined ~$2.1B of new 2025 commitments and set an AFFO ambition (up to $2.625B for 2026), indicating active capital deployment and a path to higher recurring cash flow. VICI targets up to $2.625B 2026 AFFO
• Positive Sentiment: Short interest fell meaningfully in February (~14% decline), reducing one source of downward pressure and potentially supporting the share price on rebounds. Market data on short interest
• Neutral Sentiment: Analyst/commentary pieces highlight VICI as a value/high‑yield REIT pick if rates ease; valuation looks attractive to some income investors, supporting medium‑term interest. 2026 Could Be The Year REITs Rip
• Negative Sentiment: Management issued FY‑2026 EPS guidance (2.420–2.450) below consensus (~2.66), a soft guide that weighs on upside expectations for 2026. FY 2026 guidance update
• Negative Sentiment: Revenue slightly missed some estimates and certain non‑gaming/golf income declined, and analysts flagged tenant concentration risk — these items are reasons for caution. Q4 and full‑year results

VICI Properties Profile

VICI Properties (NYSE: VICI) is a publicly traded real estate investment trust (REIT) that specializes in experiential real estate, with a primary focus on gaming, hospitality and entertainment assets. The company acquires, owns and manages a portfolio of destination properties and leases those assets to operators under long-term agreements, generating rental income and partnering on property development and capital projects. VICI was formed in connection with the restructuring of Caesars Entertainment and has since grown through acquisitions and strategic transactions to expand its footprint in the gaming and leisure sector.

The company’s portfolio is concentrated in major U.S.