Gaming and Leisure Properties, Inc. $GLPI Position Trimmed by Arbejdsmarkedets Tillaegspension

14 Jul 2026, 07:23 by Sarita Garza · The Markets Daily

Arbejdsmarkedets Tillaegspension lowered its stake in shares of Gaming and Leisure Properties, Inc. (NASDAQ:GLPI – Free Report) by 2.1% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 550,915 shares of the real estate investment trust’s stock after selling 11,847 shares during the period. Arbejdsmarkedets Tillaegspension’s holdings in Gaming and Leisure Properties were worth $24,444,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of the company. State Street Corp raised its stake in shares of Gaming and Leisure Properties by 1.2% during the 4th quarter. State Street Corp now owns 12,893,098 shares of the real estate investment trust’s stock worth $576,193,000 after purchasing an additional 147,683 shares in the last quarter. Wellington Management Group LLP boosted its stake in Gaming and Leisure Properties by 1.7% during the 4th quarter. Wellington Management Group LLP now owns 11,592,034 shares of the real estate investment trust’s stock valued at $518,048,000 after purchasing an additional 198,582 shares during the period. Principal Financial Group Inc. boosted its position in shares of Gaming and Leisure Properties by 7.3% in the fourth quarter. Principal Financial Group Inc. now owns 7,764,876 shares of the real estate investment trust’s stock valued at $347,012,000 after acquiring an additional 525,317 shares during the period. Geode Capital Management LLC grew its stake in shares of Gaming and Leisure Properties by 3.5% in the fourth quarter. Geode Capital Management LLC now owns 7,682,453 shares of the real estate investment trust’s stock worth $342,677,000 after acquiring an additional 258,596 shares during the last quarter. Finally, Cohen & Steers Inc. acquired a new stake in shares of Gaming and Leisure Properties in the fourth quarter worth $313,242,000. 91.14% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other news, Director E Scott Urdang sold 3,000 shares of the firm’s stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $48.32, for a total value of $144,960.00. Following the transaction, the director owned 127,429 shares of the company’s stock, valued at approximately $6,157,369.28. This trade represents a 2.30% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Company insiders own 4.11% of the company’s stock.

Gaming and Leisure Properties Stock Up 2.0%

NASDAQ:GLPI opened at $44.04 on Tuesday. The company has a market cap of $12.48 billion, a price-to-earnings ratio of 13.98, a P/E/G ratio of 1.86 and a beta of 0.66. The company has a debt-to-equity ratio of 1.62, a quick ratio of 6.29 and a current ratio of 6.29. The stock’s fifty day moving average price is $46.19 and its two-hundred day moving average price is $46.25. Gaming and Leisure Properties, Inc. has a 52-week low of $41.17 and a 52-week high of $49.95.

Gaming and Leisure Properties (NASDAQ:GLPI – Get Free Report) last released its earnings results on Thursday, April 23rd. The real estate investment trust reported $0.82 EPS for the quarter, beating the consensus estimate of $0.76 by $0.06. The company had revenue of $419.99 million during the quarter, compared to analysts’ expectations of $417.15 million. Gaming and Leisure Properties had a return on equity of 18.06% and a net margin of 55.56%.The business’s revenue for the quarter was up 6.3% on a year-over-year basis. During the same period last year, the firm earned $0.96 EPS. Gaming and Leisure Properties has set its FY 2026 guidance at 4.080-4.120 EPS. On average, analysts anticipate that Gaming and Leisure Properties, Inc. will post 4.01 EPS for the current year.

Gaming and Leisure Properties Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, June 26th. Investors of record on Friday, June 12th were given a $0.82 dividend. The ex-dividend date was Friday, June 12th. This is a positive change from Gaming and Leisure Properties’s previous quarterly dividend of $0.78. This represents a $3.28 dividend on an annualized basis and a yield of 7.4%. Gaming and Leisure Properties’s dividend payout ratio is 104.13%.

Analyst Ratings Changes

GLPI has been the subject of several research analyst reports. Scotiabank cut their target price on shares of Gaming and Leisure Properties from $52.00 to $49.00 and set a “sector perform” rating for the company in a research note on Thursday, June 18th. Weiss Ratings lowered shares of Gaming and Leisure Properties from a “hold (c+)” rating to a “hold (c)” rating in a research report on Wednesday, June 17th. Morgan Stanley lifted their price objective on Gaming and Leisure Properties from $53.00 to $55.00 and gave the company an “equal weight” rating in a report on Monday, July 6th. UBS Group set a $49.00 price objective on shares of Gaming and Leisure Properties in a research note on Thursday, June 18th. Finally, Stifel Nicolaus set a $50.00 price objective on shares of Gaming and Leisure Properties in a report on Friday, April 24th. Six research analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $52.20.

Get Our Latest Analysis on Gaming and Leisure Properties

Gaming and Leisure Properties Profile

(Free Report)

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.