GLPI Gaming and Leisure Properties, Inc.

BULLISH Impact: 8/10 PRESS-RELEASE
Horizon weeks Filed Apr 23, 2026 Processed 1mo ago Wire GlobeNewswire
Press release: earnings
Latest settled — T+20d ⚠ clustered
GLPI ▲ +0.75% at T+20d
LONG call ✓ call won +0.75% · α vs SPY -3.27% · entry $47.15 → $47.50
Next anchor: T+60d in 5w
Last close $47.47 (close Jun 12) · +0.69% from $47.15 entry
Entry anchored
Apr 23, 03:59 PM ET
via Databento tick
T+1d
+0.28%
call +0.28% · α +0.11%
$47.28
settled 7w ago
T+5d
+2.79%
call +2.79% · α +1.88%
$48.46
settled 7w ago
T+20d
+0.75%
call +0.75% · α -3.27%
$47.50
settled 25d ago
T+60d
call — · α —
in 5w

Price Chart

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Executive Summary

GLPI reported strong Q1 2026 results with AFFO per share of $1.02, beating the $0.77 consensus by 32.5%, driven by a 6.3% YoY revenue increase to $420.0M and accretive acquisitions. The company raised full-year 2026 AFFO guidance to $4.08–$4.12 per share, citing robust development funding and portfolio growth.

Actionable Insight

The significant AFFO beat and raised guidance signal strong operating momentum and development pipeline execution. Traders should monitor upcoming funding draws, including $225M for PENN’s Aurora relocation in June 2026, as continued accretive investments support dividend growth and cash flow expansion.

Key Facts

  • AFFO per share: $1.02 (vs. $0.77 consensus, +32.5% beat)
  • Total revenue: $420.0M (+6.3% YoY)
  • Raised 2026 AFFO guidance to $4.08–$4.12 per share (prior: $4.06–$4.11)
  • Completed $727M in accretive acquisitions: Bally’s Lincoln ($700M) and Live! Virginia land ($27M)
  • Portfolio now spans 71 facilities across 21 states

Financial Impact

$420.0M revenue and $297.1M AFFO, with full-year AFFO guidance raised by $0.02 at midpoint

revenueaffoaffo_per_shareguidancedilution

Risk Factors

  • Guidance assumes no additional acquisitions or capital markets activity, limiting upside potential
  • Tenant performance risks in a high-interest-rate environment could pressure lease coverage ratios

Market Snapshot

Exchange
Nasdaq
Sector
Real Estate Investment Trusts
Analyst Consensus
70% bullish (30 analysts)

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

DocumentAccession Number
PRESS-RELEASE Data (Synthetic)press-3280396
6 reports for GLPI
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for GLPI — sortable, filterable
Type Now
Apr 24, 2026
7w ago
DEFA14A
NEUTRAL ★ 3/10
$47.28 $47.89▲ +1.30%▼ −3.66%$47.47 (+0.41%)
Apr 24, 2026
7w ago
8-K
BULLISH ★ 8/10
$47.28 $47.89▲ +1.30%▼ −3.66%$47.47 (+0.41%)
Apr 23, 2026
7w ago
Press Release
BULLISH ★ 8/10
$47.15 $47.50▲ +0.75%▼ −3.27%$47.47 (+0.69%)
Apr 1, 2026
10w ago
Press Release
NEUTRAL ★ 3/10
$44.42 $48.46▲ +9.11%▼ −0.77%$47.47 (+6.88%)
Mar 5, 2026
14w ago
8-K
NEUTRAL ★ 4/10
$48.77 $45.14▼ −7.44%▼ −5.40%$47.47 (−2.66%)
Feb 24, 2026
15w ago
Insider Cluster
NEUTRAL ★ 3/10
$48.21 $45.97▼ −4.65%▲ +0.34%$47.47 (−1.52%)
Showing 6 of 6

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