Aew Capital Management L P Has $9.09 Million Position in Gaming and Leisure Properties, Inc. $GLPI

Aew Capital Management L P lessened its stake in Gaming and Leisure Properties, Inc. (NASDAQ:GLPI) by 76.4% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 194,982 shares of the real estate investment trust’s stock after selling 631,520 shares during the period. Gaming and Leisure Properties accounts for 0.5% of Aew Capital Management L P’s portfolio, making the stock its 23rd largest holding. Aew Capital Management L P owned about 0.07% of Gaming and Leisure Properties worth $9,088,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently bought and sold shares of the company. D.A. Davidson & CO. increased its stake in shares of Gaming and Leisure Properties by 59.0% in the 2nd quarter. D.A. Davidson & CO. now owns 30,728 shares of the real estate investment trust’s stock valued at $1,434,000 after buying an additional 11,407 shares during the period. Y Intercept Hong Kong Ltd increased its position in Gaming and Leisure Properties by 667.7% in the second quarter. Y Intercept Hong Kong Ltd now owns 142,842 shares of the real estate investment trust’s stock worth $6,668,000 after purchasing an additional 124,236 shares during the period. Teacher Retirement System of Texas raised its holdings in Gaming and Leisure Properties by 4.0% during the 2nd quarter. Teacher Retirement System of Texas now owns 41,735 shares of the real estate investment trust’s stock worth $1,948,000 after purchasing an additional 1,621 shares during the last quarter. AustralianSuper Pty Ltd bought a new stake in Gaming and Leisure Properties during the 2nd quarter worth about $17,286,000. Finally, Jennison Associates LLC lifted its position in Gaming and Leisure Properties by 8.1% during the 2nd quarter. Jennison Associates LLC now owns 4,599,033 shares of the real estate investment trust’s stock valued at $214,683,000 after purchasing an additional 346,462 shares during the period. Institutional investors and hedge funds own 91.14% of the company’s stock.

More Gaming and Leisure Properties News

Here are the key news stories impacting Gaming and Leisure Properties this week:

• Positive Sentiment: Royal Bank of Canada raised its price target on GLPI to $54 and kept an “outperform” rating, implying notable upside from current levels and signaling analyst confidence in the name. RBC price target raise
• Positive Sentiment: Recent earnings and strategic activity are supporting the stock: GLPI reported a slight beat on quarterly EPS and reiterated FY‑2026 guidance (EPS 4.060–4.110), and market commentary is re‑rating valuation following the Bally’s Lincoln acquisition — items that underpin the current share strength. Valuation after earnings & acquisition
• Negative Sentiment: Insider selling: GLPI COO Brandon J. Moore sold multiple blocks of shares (including 16,884 shares on Feb. 24) and director E. Scott Urdang sold 4,000 shares on Feb. 23. These SEC filings reduce insider ownership and may concern some investors about near‑term insider sentiment. COO filings Director filing

Insider Buying and Selling

In related news, COO Brandon John Moore sold 16,884 shares of the business’s stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $48.05, for a total value of $811,276.20. Following the sale, the chief operating officer directly owned 257,874 shares of the company’s stock, valued at approximately $12,390,845.70. The trade was a 6.15% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director E Scott Urdang sold 4,000 shares of the company’s stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $47.37, for a total transaction of $189,480.00. Following the completion of the transaction, the director directly owned 130,429 shares of the company’s stock, valued at approximately $6,178,421.73. The trade was a 2.98% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 59,238 shares of company stock worth $2,723,252 over the last ninety days. Company insiders own 4.26% of the company’s stock.

Analyst Ratings Changes

GLPI has been the subject of several analyst reports. JPMorgan Chase & Co. upgraded shares of Gaming and Leisure Properties from a “neutral” rating to an “overweight” rating and lifted their price target for the stock from $52.00 to $53.00 in a research report on Friday, December 12th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Gaming and Leisure Properties in a report on Thursday, January 22nd. Royal Bank Of Canada increased their price target on Gaming and Leisure Properties from $53.00 to $54.00 and gave the company an “outperform” rating in a research note on Monday. UBS Group restated a “buy” rating on shares of Gaming and Leisure Properties in a research report on Thursday, January 8th. Finally, Stifel Nicolaus set a $48.50 price objective on Gaming and Leisure Properties in a research note on Thursday, February 12th. Six equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat.com, Gaming and Leisure Properties currently has a consensus rating of “Moderate Buy” and a consensus price target of $51.95.

Gaming and Leisure Properties Stock Up 1.0%

NASDAQ:GLPI opened at $48.33 on Wednesday. Gaming and Leisure Properties, Inc. has a 1 year low of $41.17 and a 1 year high of $52.24. The stock has a 50-day moving average price of $45.49 and a two-hundred day moving average price of $45.45. The stock has a market cap of $13.69 billion, a price-to-earnings ratio of 16.61, a PEG ratio of 2.64 and a beta of 0.67. The company has a current ratio of 3.84, a quick ratio of 3.84 and a debt-to-equity ratio of 1.45.

Gaming and Leisure Properties (NASDAQ:GLPI) last released its quarterly earnings data on Thursday, February 19th. The real estate investment trust reported $0.99 earnings per share for the quarter, beating the consensus estimate of $0.98 by $0.01. Gaming and Leisure Properties had a return on equity of 17.10% and a net margin of 52.24%.The business had revenue of $407.03 million for the quarter, compared to analysts’ expectations of $406.02 million. During the same quarter in the previous year, the business posted $0.95 EPS. Gaming and Leisure Properties’s revenue for the quarter was up 4.5% on a year-over-year basis. Gaming and Leisure Properties has set its FY 2026 guidance at 4.060-4.110 EPS. As a group, equities analysts expect that Gaming and Leisure Properties, Inc. will post 3.81 earnings per share for the current year.

Gaming and Leisure Properties Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 27th. Stockholders of record on Friday, March 13th will be given a dividend of $0.78 per share. The ex-dividend date of this dividend is Friday, March 13th. This represents a $3.12 annualized dividend and a dividend yield of 6.5%. Gaming and Leisure Properties’s dividend payout ratio is currently 107.22%.

About Gaming and Leisure Properties

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.

The company’s core activities involve identifying attractive gaming real estate, structuring lease agreements that align tenant incentives with property performance, and actively managing its portfolio to enhance asset value.