分组1 - The article discusses the author's long position in the shares of EVVTY, indicating a positive outlook on the company's stock performance [1] - The author emphasizes the importance of conducting personal due diligence and research before making any investment decisions, highlighting the risks associated with short-term trading and options trading [2] - The article clarifies that past performance is not indicative of future results, and no specific investment recommendations are provided [3]

分组1 - The article discusses the author's long position in the shares of EVVTY, indicating a positive outlook on the company's stock performance [1] - The author emphasizes the importance of conducting personal due diligence and research before making any investment decisions, highlighting the risks associated with short-term trading and options trading [2] - The article clarifies that past performance is not indicative of future results, and the views expressed may not represent the opinions of Seeking Alpha as a whole [3]

WYOMISSING, Pa., Jan. 21, 2026 (GLOBE NEWSWIRE) -- Gaming and Leisure Properties, Inc. (NASDAQ: GLPI) (the “Company”) announced the income tax allocation for federal income tax purposes of its aggregate distributions in 2025 of $3.10 per share of common stock (CUSIP: 36467J108). Gaming and Leisure Properties’ tax return for the year ended December 31, 2025, has not been filed. As a result, the income tax allocation for the distributions noted below have been calculated using the best available information a ...

WYOMISSING, Pa., Jan. 12, 2026 (GLOBE NEWSWIRE) -- Gaming and Leisure Properties, Inc. (NASDAQ: GLPI) announced today that the Company will release its 2025 fourth quarter financial results after the market close on Thursday, February 19, 2026. The Company will host a conference call at 10:00 a.m. ET on Friday, February 20, 2026. During the conference call, Peter M. Carlino, Chairman and Chief Executive Officer, and senior management, will review the quarter’s results and performance, discuss recent events ...

Core Viewpoint - JP Morgan upgraded Gaming and Leisure Properties (GLPI) to overweight and raised its price target to $53, citing visibility on $3.4 billion capital commitments through 2027, which is expected to positively impact earnings [5][12]. Company Overview - Gaming and Leisure Properties operates as an equity REIT that owns casino real estate and leases it back to operators under a long-term triple net structure, where tenants cover taxes, insurance, and maintenance [3][4]. - The company was established in 2013 as a spin-off from Penn National Gaming and is geographically diverse compared to peers that are more focused on Las Vegas [4]. Financial Performance - GLPI has consistently provided a dividend yield of approximately 6% to 8% [4]. - JP Morgan's rationale for the upgrade includes a favorable leverage outlook of five times by the end of 2027, which is below most peers, enhancing investor confidence in the company's operations [5][6]. Market Conditions - The company is sensitive to interest rates and capital market conditions, which can affect access to funding and pricing of deals in the corporate world [6][7]. - Despite recent volatility in interest rates, GLPI has strong tenants with long-term leases that include renewable options and cost escalations tied to CPI [8]. Development Projects - GLPI has $1.5 billion allocated across five named projects, including notable developments in Chicago and Baton Rouge [10]. - Timely execution of these projects is crucial, as delays can impact cash flows and tenant operations [11]. Stock Performance - Gaming and Leisure Properties' stock is up 3.3% on the day but has seen a decline of 12.5% over the past 12 months [12].

Core Viewpoint - Gaming and Leisure Properties (GLPI) has experienced significant selling pressure, resulting in an 8.4% decline over the past four weeks, but analysts anticipate improved earnings in the near future [1] Group 1: Technical Analysis - The Relative Strength Index (RSI) is utilized to determine if GLPI is oversold, with a current reading of 29.19 indicating potential exhaustion of selling pressure [2][5] - RSI serves as a momentum oscillator that helps identify price movement reversals, suggesting that GLPI may be undervalued due to excessive selling [3] Group 2: Fundamental Analysis - Analysts have raised earnings estimates for GLPI, with a 0.3% increase in the consensus EPS estimate over the last 30 days, indicating a potential for price appreciation [7] - GLPI holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks, further supporting the likelihood of a near-term turnaround [8]

Core Insights - Gaming and Leisure Properties, Inc. (GLPI) has appointed Michael Borofsky as a new independent director, expanding the Board of Directors to eight members, with seven being independent according to Nasdaq standards [1][3] Group 1: Appointment Details - Michael Borofsky's appointment is effective immediately, pending customary regulatory approvals [1] - The Board now consists of eight members, enhancing its independent oversight [1] Group 2: Background of Michael Borofsky - Borofsky is the founder of Mithrandir Ventures, focusing on high cash flow businesses and innovation through emerging technologies [2] - He has extensive experience in various sectors, including gaming, healthcare, and technology [3] - Prior roles include General Counsel at Gryphon Investors, Chief Operating and Strategy Officer at the Pohlad Companies, and a senior executive at MacAndrews & Forbes [3] Group 3: Company Overview - GLPI specializes in acquiring, financing, and owning real estate properties leased to gaming operators under triple-net lease arrangements, where tenants are responsible for all maintenance, insurance, taxes, and utilities [5]

Core Viewpoint - Gaming and Leisure Properties, Inc. (GLPI) has made significant progress on multiple projects, with total capital commitments amounting to approximately $1.5 billion across five projects, indicating strong growth and investment in the gaming and leisure sector [1] Project Commitments - Caesars Republic Sonoma County: GLPI has funded $45 million of its $225 million commitment, with the project expected to feature a four-star resort and is scheduled for completion in summer 2027 [2][3] - Bally's Chicago: Construction is ongoing, with GLPI having funded an additional $76 million, leaving approximately $739 million remaining under a total commitment of $940 million [4] - Bally's Baton Rouge: The grand opening is set for December 6, with GLPI having funded $92.5 million of its $111 million commitment, yielding an incremental rental yield of 9.0% [5] - PENN Entertainment's M Resort: The hotel tower expansion opened ahead of schedule, with GLPI funding $150 million at a 7.79% cap rate [6] - Acorn Ridge: GLPI has funded $56.6 million of its $110 million commitment for a new casino development, scheduled to open in February 2026 [7]

Core Points - Gaming and Leisure Properties, Inc. (GLPI) declared a cash dividend of $0.78 per share for Q4 2025, payable on December 19, 2025, to shareholders of record on December 5, 2025 [1] - The current dividend reflects an annualized yield of 7.25%, based on a closing share price of $43.04 on November 21, 2025, compared to the previous year's Q4 dividend of $0.76 per share [1] Company Overview - GLPI is engaged in acquiring, financing, and owning real estate properties to be leased to gaming operators under triple-net lease arrangements, where tenants are responsible for all maintenance, insurance, taxes, and utilities related to the leased properties [3] - The company intends to pay regular quarterly cash dividends in the foreseeable future, with all subsequent dividends subject to quarterly review and declaration by the Board of Directors [2]

Core Insights - The article compares Boston Properties (BXP) and Gaming and Leisure Properties (GLPI) to determine which stock offers better value for investors [1] Valuation Metrics - BXP has a forward P/E ratio of 10.05, while GLPI has a forward P/E of 11.39 [5] - BXP's PEG ratio is 6.48, indicating a more favorable valuation compared to GLPI's PEG ratio of 9.34 [5] - BXP's P/B ratio is 1.46, compared to GLPI's P/B of 2.51, suggesting BXP is undervalued relative to its book value [6] Investment Grades - Both BXP and GLPI have a Zacks Rank of 2 (Buy), indicating positive earnings estimate revisions [3] - BXP holds a Value grade of B, while GLPI has a Value grade of C, suggesting BXP is the superior value option [6][7]