Gaming And Leisu Stock Price, News & Analysis

Gaming and Leisure Properties (NASDAQ: GLPI) reported strong Q2 2025 financial results with record revenue, AFFO, and Adjusted EBITDA. Total revenue increased 3.8% to $394.9 million, while AFFO grew 4.4% to $276.1 million. The company updated its 2025 AFFO guidance to $1.112-$1.118 billion, or $3.85-$3.87 per share.

Key developments include funding the $130 million relocation of Hollywood Casino Joliet, transferring DraftKings at Casino Queen and The Queen Baton Rouge properties to Bally's Master Lease II, and extending Boyd Gaming's Master Lease. GLPI continues to expand through strategic investments, including the $110 million financing for Acorn Ridge Casino and potential involvement in New York downstate casino projects.

The company maintains a quarterly dividend of $0.78 per share, representing an annualized yield of 6.68%.

Gaming and Leisure Properties (NASDAQ:GLPI) has appointed Carlo Santarelli as Senior Vice President of Corporate Strategy and Investor Relations, effective August 18, 2025. Santarelli joins from Deutsche Bank where he served as Managing Director of Gaming & Lodging Equity Research.

With over 25 years of Wall Street experience, Santarelli brings extensive expertise from roles at Bear Stearns, JP Morgan, and Wells Fargo. A University of Pennsylvania graduate, he has been recognized in Institutional Investor polls for his data-driven analysis and industry insights. In his new role, he will report to GLPI President and COO Brandon Moore, focusing on growth opportunities, strategic relationships, and investor relations.

Gaming and Leisure Properties (NASDAQ: GLPI) has scheduled its second quarter 2025 earnings release and conference call. The company will release financial results after market close on Thursday, July 24, 2025, followed by a conference call on Friday, July 25, 2025, at 10:00 a.m. ET.

Chairman and CEO Peter M. Carlino and senior management will review quarterly results, discuss recent events, and conduct a Q&A session. The call will be accessible via webcast through the company's investor relations website, with playback available until August 1, 2025.

Gaming and Leisure Properties (NASDAQ: GLPI) has announced an increase in its quarterly dividend. The company's Board of Directors declared a second quarter 2025 cash dividend of $0.78 per share, representing a $0.02 increase from the previous quarter's $0.76 per share. The dividend will be paid on June 27, 2025 to shareholders of record as of June 13, 2025.

Based on the closing price of $46.89 per share, the new dividend represents an annualized yield of 6.65%. While GLPI plans to maintain regular quarterly dividends, future payments will be subject to quarterly review and Board approval.

Bally's Corporation (NYSE: BALY) reported Q1 2025 financial results showing mixed performance across segments. Total revenue declined 4.7% year-over-year to $589.2 million. Key segment performance includes: - Casinos & Resorts revenue increased 2.6% to $351.2 million - International Interactive revenue declined 18.3% to $191.7 million, though UK online revenue grew 4.9% - North America Interactive revenue rose 12.5% to $44.5 million Notable developments include completing transactions with Standard General and Queen Casino & Entertainment, expanding domestic gaming portfolio. The company made a strategic AUD $200 million investment in Star Entertainment Group, potentially leading to ~38% ownership. Construction of the permanent Chicago casino continues with GLPI support. The company's legacy properties outperformed market growth in 7 of 12 jurisdictions despite weather challenges and increased competition.

PENN Entertainment reported Q1 2025 financial results with revenues of $1.67 billion and net income of $111.5 million. The company's properties showed resilience despite weather challenges, with gaming volumes rebounding in March. The Interactive segment achieved record gaming revenue despite unfavorable sports betting hold. Property level revenues reached $1.4 billion with Adjusted EBITDAR of $457.0 million and margins of 33.1%. Weather events in January and February negatively impacted EBITDAR by $10 million. Through May 7, PENN repurchased $35 million of shares and maintains its commitment to repurchase at least $350 million in 2025. The company ended Q1 with $1.5 billion in total liquidity, including $591.6 million in cash, and traditional net debt of $2.1 billion.

Gaming and Leisure Properties (GLPI) reported strong Q1 2025 financial results with total revenue increasing 5.1% year-over-year to $395.2 million. The company achieved record first quarter revenue, AFFO, and Adjusted EBITDA, with AFFO growing 5.2% to $272.0 million and Adjusted EBITDA rising 8% to $360.1 million.

Key developments include Boyd Gaming's exercise of its first 5-year renewal option on both the Boyd Master Lease and Belterra Park Lease, extending terms to April 2031. GLPI also redeemed its $850 million 5.250% senior unsecured note and updated its 2025 AFFO guidance to between $1.109-$1.118 billion ($3.84-$3.87 per share).

The company's portfolio now includes interests in 68 gaming and related facilities across 20 states, with properties operated by major gaming companies including PENN, Caesars, Boyd, and Bally's.

PENN Entertainment has announced plans to relocate its Ameristar Casino Hotel Council Bluffs riverboat operations to a new land-based facility, rebranding it as Hollywood Casino Council Bluffs. The $180-200 million project was approved by the Iowa Racing and Gaming Commission alongside a 15-year extension with Iowa West Racing Association.

The new facility will feature approximately 125,000 square feet of development, including 58,000 square feet of gaming space with over 1,000 positions on a single level. It will integrate with the existing ESPN BET sportsbook, 160-room hotel, and dining facilities. Gaming and Leisure Properties (GLPI) may provide up to $150 million in financing at a 7.10% cap rate.

Construction is expected to take 18-24 months after design and permitting approvals. The project aims to enhance the property's competitive position in the greater Omaha market and aligns with PENN's omni-channel entertainment strategy, which includes their database of over 32 million PENN Play members.

Gaming and Leisure Properties (NASDAQ: GLPI) has announced a schedule change for its first quarter 2025 earnings conference call. The company will release its Q1 2025 financial results after market close on Thursday, April 24, 2025. The earnings call has been moved to 9:00 a.m. ET on Friday, April 25, 2025, an hour earlier than previously scheduled.

The conference call will feature Chairman and CEO Peter M. Carlino along with senior management discussing quarterly results, performance, and recent events, followed by a Q&A session. Investors can access the webcast through the company's Investor Relations website at www.glpropinc.com. A replay will be available for 90 days online and via telephone through May 2, 2025.