Gaming and Leisure Properties (GLPI)
NASDAQReal EstateReit - SpecialtySnapshot 2026-11-04
$39.83+1.68%
Close 2026-11-04 · 1-day change
NASDAQReal EstateReit - SpecialtySnapshot 2026-11-04
QuarterlyIQ Insights · GLPI
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within real estate on a research-validated quality screen. As of 2026-11-04.
The screen ranks GLPI against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 0 of the last 3 quarter-over-quarter moves. Historically, Real Estate names rated neutral grew net income 51% of the time over the next year (vs 56% for the rest of the cohort, n=3680).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
In the second half of 2026, GLPI anticipates additional development funding of approximately $400 million to $450 million, bringing the 2026 total development spend to a range of $750 million to $800…
Stated in 3 of 4 supplied quarters. Management reported: “In the second half of 2026, GLPI anticipates additional development funding of approximately $400 million to $450 million, bringing the 2026 total development spend to a range of $750 million to $800 million, in line with our prior commentary.” “Virginia, and our tribal partnerships, as well as several projects with PENN Entertainment, amounted to approximately $2.6 billion of future capital outlays, as of December 31, 2025, at a blended cap rate over 8%.”
“In the second half of 2026, GLPI anticipates additional development funding of approximately $400 million to $450 million, bringing the 2026 total development spend to a range of $750 million to $800…”
“2026 Guidance Reflecting the current operating and competitive environment, the Company is updating its AFFO guidance for the full year 2026 based on the following assumptions and other factors: • Th…”
“Virginia, and our tribal partnerships, as well as several projects with PENN Entertainment, amounted to approximately $2.6 billion of future capital outlays, as of December 31, 2025, at a blended cap…”
“As of June 30, GLPI’s leverage stood at 4.8x, below the low end of our target range of 5.0x to 5.5x net debt to adjusted EBITDA.
Stated in 3 of 4 supplied quarters. Management reported: ““As of June 30, GLPI’s leverage stood at 4.8x, below the low end of our target range of 5.0x to 5.5x net debt to adjusted EBITDA.” “At period end, our net financial leverage stood at 4.6x, well below our target range of 5.0x to 5.5x.”
““As of June 30, GLPI’s leverage stood at 4.8x, below the low end of our target range of 5.0x to 5.5x net debt to adjusted EBITDA.”
During the quarter, we also raised our quarterly 1 dividend to $0.82 per share, marking a 5.1% increase over the prior $0.78 dividend per share.
Stated in 2 of 4 supplied quarters. Management reported: “During the quarter, we also raised our quarterly 1 dividend to $0.82 per share, marking a 5.1% increase over the prior $0.78 dividend per share.” “2 Dividends On February 18, 2026, the Company's Board of Directors declared a first quarter dividend of $0.78 per share on the Company's common stock that will be payable on March 27, 2026 to shareholders of record on March 13, 2026.”
Fund development commitments and pursue property acquisitions, sale-leasebacks, and other structured transactions with gaming tenants.
Acquire high-quality gaming real estate assets to enhance portfolio and increase rent coverage and cash flow.
Over the trailing year it converted 21.52x of net income into operating cash flow. Historically, Real Estate names rated robust grew net income 63% of the time over the next year (vs 46% for the rest of the cohort, n=2193).
Most sensitive to real (inflation-adjusted) rates and long-term interest rates.
Not enough signal to read sensitivity to the US dollar, the broad stock market, Fed net liquidity (low R² over the window).
14 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Real Estate names rated stable grew net income 54% of the time over the next year (vs 56% for the rest of the cohort, n=2933).
Not investment advice. As of 2026-11-04.
“Our balance sheet remains the bedrock of our business, and despite primarily debt financing the Bally’s Lincoln transaction, current financial leverage stood at 5.0x as of March 31, the low end of ou…”
“At period end, our net financial leverage stood at 4.6x, well below our target range of 5.0x to 5.5x.”
“During the quarter, we also raised our quarterly 1 dividend to $0.82 per share, marking a 5.1% increase over the prior $0.78 dividend per share.”
“2 Dividends On February 18, 2026, the Company's Board of Directors declared a first quarter dividend of $0.78 per share on the Company's common stock that will be payable on March 27, 2026 to shareho…”