Gaming And Leisu Stock Price, News & Analysis

Gaming and Leisure Properties (NASDAQ: GLPI) has scheduled its 2025 third quarter financial results release for Thursday, October 30, 2025, after market close. The company will host a conference call on Friday, October 31, 2025, at 9:00 a.m. ET, where CEO Peter M. Carlino and senior management will discuss quarterly results and conduct a Q&A session.

Investors can access the webcast through GLPI's website and should register 15 minutes before the start time. A replay will be available for 90 days online and via telephone through November 7, 2025.

Bally's Corporation (NYSE:BALY) has secured increased commitments for its revolving credit facility (RCF) to $670 million, with $510 million extended to October 2028. The company received unanimous consent from RCF lenders for the planned $735 million sale and leaseback of Twin River Lincoln Casino Resort to Gaming and Leisure Properties (NASDAQ:GLPI).

Upon completion of the sale-leaseback transaction, Bally's will reduce secured debt by $500 million, including a 7.5% reduction in RCF commitments to $620 million and approximately 19% reduction in term loan and first lien notes. Total outstanding term loans and first lien notes are expected to decrease from $2.4 billion to $1.92 billion.

Additionally, Bally's continues progressing with its previously announced €2.7 billion sale of Bally's International Interactive business to Intralot S.A., expected to close in Q4 2025.

Gaming and Leisure Properties (GLPI) has provided an update on its $1.19 billion investment in Bally's flagship Chicago casino resort development. The project, located at the former Chicago Tribune site in River West, will feature a 178,000 square-foot casino with over 3,300 slots and 170 table games, alongside a 500-room luxury hotel.

The development, expected to open in Q4 2026, has reached several key construction milestones, including demolition completion, caisson installation, and concrete foundation work. Current activities include ongoing concrete pours, underground electrical and plumbing work, and steel erection for the casino structure.

Gaming and Leisure Properties (NASDAQ: GLPI) has announced a significant financing commitment for the development of Caesars Republic Sonoma County in partnership with Caesars Entertainment and the Dry Creek Rancheria Band of Pomo Indians. The deal includes a $225 million financing package with a blended interest rate of 12.79%.

The transaction structure involves two components: a $180 million delayed draw term loan at 12.50% fixed rate and a $45 million term loan B yielding 13.95%. Upon maturity of the 6-year terms, the property will convert to a 45-year lease agreement with minimum annual rent of $112.5 million at a 9.75% cap rate.

The new resort, located in Healdsburg, California, will feature 1,000 slot machines, 28 table games, a 100-room hotel, and various amenities. Construction began in August 2025, with completion expected in summer 2027.

Gaming and Leisure Properties (NASDAQ: GLPI) has declared a quarterly cash dividend of $0.78 per share for the third quarter of 2025. The dividend represents a year-over-year increase from $0.76 per share in Q3 2024. The dividend will be paid on September 26, 2025, to shareholders of record as of September 12, 2025.

The company has expressed its intention to maintain regular quarterly cash dividends, though future payments will be subject to quarterly review and Board approval.

Gaming and Leisure Properties (NASDAQ: GLPI) has announced the pricing of a $1.3 billion senior notes offering through its operating partnership. The offering consists of two tranches: $600 million of 5.250% senior notes due 2033 and $700 million of 5.750% senior notes due 2037.

The company plans to use the proceeds primarily to redeem their $975 million 5.375% senior unsecured notes due April 2026. The remaining funds will be allocated for working capital and general corporate purposes, including potential development projects and debt repayment. The offering is expected to close on August 27, 2025.

PENN Entertainment (NASDAQ:PENN) reported Q2 2025 financial results, with total revenues of $1.77 billion and a net loss of $18.3 million. The company's retail properties delivered solid performance with revenues of $1.4 billion and Adjusted EBITDAR of $489.6 million.

The Interactive segment achieved record gaming revenue in both online sports betting and iCasino. Through August 6, 2025, PENN has repurchased $115.3 million of shares and remains committed to repurchasing at least $350 million in 2025. The company completed a $233.5 million Note Repurchase Transaction, eliminating approximately 9.6 million potentially dilutive shares.

Total liquidity stood at $1.2 billion as of June 30, 2025, including $671.6 million in cash and cash equivalents, with traditional net debt at $2.1 billion.

Caesars Entertainment (NASDAQ: CZR) and Dry Creek Rancheria have broken ground on a transformative project to convert River Rock Casino into Caesars Republic Sonoma County, set to open in Summer 2027. The project is financed by Citizens with Gaming and Leisure Properties, Inc. (GLPI) as the lead real estate financing partner.

The new integrated resort, located off Hwy 101 above Alexander Valley Vineyards, will feature a completely renovated casino floor with over 1,000 slot machines and 28 table games. The development includes a new 100-room hotel complete with luxury spa, pool, and fitness center. The property will offer multiple dining options including a steakhouse, upscale café, Asian restaurant, and a wine bar with valley views.

The resort will be integrated into the Caesars Rewards network, allowing guests to earn and redeem points across 50+ Caesars destinations nationwide.

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%.