Gaming and Leisure Properties, Inc. filings document the disclosure record of a Pennsylvania REIT focused on owning and financing gaming real estate leased to operators through triple-net lease structures. Its 8-K reports cover quarterly and annual operating results, FFO, AFFO, adjusted EBITDA, dividends, guidance and supplemental financial information.
GLPI filings also describe capital-structure activity involving GLP Capital, L.P., GLP Financing II, Inc., credit agreements, term loans, senior unsecured notes and parent guarantees. Proxy materials cover annual shareholder voting matters, board governance and executive compensation, while material-event reports record debt offerings, lease-related transactions and other corporate actions affecting the REIT and its operating partnership.
Gaming & Leisure Properties, Inc. (GLPI) reported third-quarter 2026 revenue of $435.4 million, up 9.5% year over year. AFFO rose 10.5% to $311.7 million and Adjusted EBITDA rose 13.0% to $413.9 million; GAAP net income declined 13.9% to $213.8 million, and diluted earnings per share were $0.71 versus $0.85 a year earlier. The company declared and paid a quarterly dividend of $0.82 per share.
GLPI updated full-year 2026 AFFO guidance to $1.222 billion–$1.225 billion, or $4.11–$4.12 per diluted share and OP/LTIP unit. Guidance incorporates approximately $265 million of additional development funding, bringing total 2026 development spending to $800 million, and excludes possible future acquisitions, dispositions, capital-markets activity and other unannounced non-recurring transactions.
GLPI agreed with Prologis to develop its former Hollywood Casino Joliet site into a planned warehouse and distribution park, subject to City of Joliet review and approval. GLPI will contribute land in phases and, assuming all three phases are developed, receive a $61 million capital account credit and hold approximately 20% of the completed project, potentially approximately 30% if it contributes additional capital. Development is anticipated to take approximately five years.
Gaming & Leisure Properties, Inc. (GLPI) reported third-quarter total income from real estate of $435.4 million, versus $397.6 million a year earlier. Net income attributable to common shareholders was $207.6 million, versus $241.2 million, and diluted earnings per share were $0.71, versus $0.85. For the first nine months of 2026, total income from real estate was $1.286 billion and net income attributable to common shareholders was $667.9 million, compared with $1.188 billion and $557.8 million in 2025.
Nine-month operating cash flow was $899.5 million, compared with $786.2 million. As of September 30, 2026, long-term debt, net, was $8.08 billion. GLPI had funded $640.7 million of its commitment of up to $940 million for Bally's Chicago construction; rental income is deferred until the project is substantially completed and ready for its intended use.
GLPI completed the $700 million acquisition of Bally's Lincoln real estate on February 11, 2026, with additional annual rent of $56 million. On June 1, 2026, it settled a forward sale agreement, issuing 7,589,487 shares for a net sales price of $351.0 million; $886.7 million remained under the 2025 ATM Program as of September 30, 2026.
Gaming & Leisure Properties, Inc. (GLPI) director Earl C. Shanks reported an open-market or private purchase of 10,000 shares of Common Stock on August 18, 2026, at $42.24 per share. Following this transaction, he directly owns 107,259 shares of GLPI common stock.
Gaming and Leisure Properties, Inc. reported record second-quarter 2026 results, with total revenue of $430.5 million and net income of $234.9 million. Funds from operations were $302.3 million and adjusted funds from operations were $304.0 million, both significantly higher than a year earlier.
Adjusted EBITDA reached $405.5 million, a 12.2% increase, while AFFO per diluted share and OP/LTIP unit was $1.03. The quarterly dividend was raised to $0.82 per share, or $3.28 annualized, implying a 7.4% yield as of June 30, 2026.
For full-year 2026, the company now targets AFFO of $1.219–$1.225 billion, or $4.10–$4.12 per diluted share, incorporating $750–$800 million of development spending. Net leverage was about 4.8x, below the 5.0x–5.5x target range, supported by a development pipeline exceeding $2.0 billion of committed projects.
Gaming and Leisure Properties, Inc. generated higher earnings in the second quarter of 2026, with total income from real estate of $430,519 (in thousands) and net income attributable to common shareholders of $228,416 (in thousands), or $0.80 diluted EPS, compared with $151,439 (in thousands), or $0.54, a year earlier. For the first six months, net income to common shareholders was $460,245 (in thousands) on $850,504 (in thousands) of real estate income. Results reflected increased rental and loan interest income and a shift to a $7,157 (in thousands) credit-loss benefit versus a $92,974 (in thousands) provision in the prior-year period.
Total assets rose to $14,155,215 (in thousands), including $9,558,270 (in thousands) of real estate investments, while long-term debt, net, increased to $8,077,741 (in thousands). Operating cash flow for the first half was $619,831 (in thousands), supporting common dividends of $0.78 and $0.82 per share. GLPI continued to expand and finance its portfolio of 71 gaming and related facilities through acquisitions such as Bally’s Lincoln, large development funding for Bally’s Chicago and Virginia Live!, amended loans including the Rockford facility, and new debt and equity issuance, including 7,589,487 shares sold for $351,000 (in thousands) under its at-the-market program.
Gaming & Leisure Properties, Inc. director E. Scott Urdang reported an open-market sale of company common stock. On June 10, 2026, he sold 3,000 shares at an average price of $48.32 per share. Following this transaction, he directly holds 127,429 shares of common stock.
Gaming and Leisure Properties, Inc. reported the results of its 2026 Annual Meeting of Shareholders. All eight director nominees were re-elected for one-year terms, with support levels generally high across the slate. For example, Carol “Lili” Lynton received 252,799,247 votes for, 260,295 against, and 146,980 abstentions, with 12,175,126 broker non-votes.
Shareholders also ratified Deloitte & Touche LLP as independent registered public accounting firm for the 2026 fiscal year, with 263,580,276 votes for and 1,490,779 against. In addition, the non-binding advisory vote on executive compensation passed, drawing 237,433,167 votes for, 15,518,602 against, 254,753 abstentions, and 12,175,126 broker non-votes, indicating continued shareholder support for current pay practices.
Gaming and Leisure Properties Inc reports that Vanguard Capital Management beneficially owns 14,438,020 shares of Common Stock, representing 5.09% of the class as reported. The filing states voting and dispositive power breakdowns, including sole voting power for 2,241,098 shares and sole dispositive power for 14,438,020 shares.
The disclosure is made on behalf of related Vanguard affiliates and is signed by the Head of Global Fund Administration on 04/29/2026.
Gaming and Leisure Properties Inc Schedule 13G shows Vanguard Portfolio Management reports beneficial ownership of 24,073,259 shares of common stock, equal to 8.49% of the class as of 03/31/2026. The filing notes ownership is reported "in accordance with SEC Release No. 34-39538 (January 12, 1998)" and reflects holdings across Vanguard funds and managed accounts.