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Gaming and Leisure Properties, Inc. 8-K Filings

GLPI NASDAQ

Every 8-K that Gaming and Leisure Properties, Inc. (GLPI) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow GLPI and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full GLPI filings page.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

Gaming and Leisure Properties, Inc. reported record first quarter 2026 results, with total revenue of $420.0 million, up 6.3% year over year, and net income of $239.4 million, up 40.5%. Adjusted funds from operations (AFFO) rose 9.2% to $297.1 million, or $1.02 per diluted share and OP/LTIP unit.

The company completed two major real estate transactions totaling $727 million, including the $700 million acquisition of Bally’s Twin River Lincoln at an 8.0% cap rate and a $27 million land purchase for the Live! Virginia project within a $467 million commitment. GLPI also issued $800 million of senior notes due 2036 with a 5.625% coupon.

As of March 31, 2026, net financial leverage was about 5.0x last-quarter annualized Adjusted EBITDA, with long-term debt of $8.16 billion and cash of $274.5 million. The board declared a quarterly dividend of $0.78 per share, or $3.12 annualized, a 7.03% yield on the period-end stock price. The company raised 2026 AFFO guidance to $1.212–$1.223 billion, or $4.08–$4.12 per diluted share and OP/LTIP unit.

Rhea-AI Summary

Gaming and Leisure Properties, Inc., through its operating partnership GLP Capital, L.P., entered Amendment No. 3 to its Credit Agreement and borrowed a new $679,000,000 term loan. The proceeds were used to repay $679,000,000 of outstanding bridge revolving loans without reducing revolving commitments.

The new Term Loan matures on December 2, 2028, with two optional six-month extensions, and bears interest at either a SOFR-based rate or a base rate plus margins ranging from 0.850%–1.70% for SOFR loans and 0.0%–0.7% for base rate loans, depending on facility credit ratings. It has no interim amortization and can be prepaid without premium or penalty, subject to SOFR breakage costs, and amounts repaid cannot be reborrowed.

The Term Loan is guaranteed by GLPI and has a conditional secondary guarantee from Bally’s Corporation. GLP also fully repaid and terminated its 2022 Term Loan Agreement, with all related obligations and guarantees discharged and no early termination penalties incurred.

Rhea-AI Summary

Gaming and Leisure Properties, Inc. completed an $800.0 million offering of 5.625% senior unsecured notes due March 1, 2036, co-issued by its operating partnership and a financing subsidiary and guaranteed by GLPI. Interest is payable semi-annually on March 1 and September 1, beginning September 1, 2026.

The notes were sold to the public at 99.857% of par, generating approximately $791.1 million in net proceeds. The issuers used most of the cash to repay borrowings under the operating partnership’s term loan credit facility and plan to use the remaining funds for working capital and general corporate purposes, including potential acquisitions, development projects, debt repayment and capital spending.

Rhea-AI Summary

Gaming and Leisure Properties, Inc. is raising $800.0 million through a new bond offering. Its operating partnership and a financing subsidiary agreed to issue 5.625% Senior Notes due March 1, 2036, priced at 99.857% of par and fully guaranteed by the company.

Net proceeds are expected to be about $791.1 million after underwriting fees and expenses. The company plans to repay borrowings under its term loan credit facility and use remaining funds for working capital and general corporate purposes, including acquisitions, development projects, debt repayment and capital expenditures.

Rhea-AI Summary

Gaming and Leisure Properties, Inc. reported record results for the fourth quarter and full year 2025, driven by rent from its triple-net gaming real estate portfolio and recent investments. Fourth quarter total revenue reached $407.0 million, up from $389.6 million, while net income rose to $275.4 million from $223.6 million. AFFO for the quarter grew to $290.0 million versus $269.7 million, or $0.99 per diluted share and OP units.

For 2025, revenue was $1.5948 billion and net income was $850.4 million, with AFFO of $1.1201 billion ($3.88 per diluted share and OP units). The company declared a first quarter 2026 dividend of $0.78 per share, matching the prior quarter.

GLPI issued 2026 guidance for AFFO between $1.207 billion and $1.222 billion, or $4.06 to $4.11 per diluted share and OP/LTIP units, reflecting expected funding of development projects and recently announced acquisitions. At year-end, net financial leverage was 4.6x adjusted EBITDA, with a committed funding pipeline of approximately $2.65 billion at blended cap rates generally above 8%.

Rhea-AI Summary

Gaming and Leisure Properties, Inc. (GLPI) furnished an 8-K under Item 2.02 announcing it issued a press release with financial results for the three and nine months ended September 30, 2025. The company also made available supplemental financial information as of September 30, 2025. These materials are provided as Exhibit 99.1 (earnings press release) and Exhibit 99.2 (supplemental data) and are incorporated by reference. The information is being furnished, not filed, and is not subject to Section 18 liability.

Rhea-AI Summary

Gaming and Leisure Properties, Inc. disclosed the issuance of co-issued senior unsecured notes through its operating partnership GLP Capital, L.P. and subsidiary GLP Financing II, Inc. The offering comprises two tranches: senior notes due 2033 and senior notes due 2037, each guaranteed by GLPI. Several indentures and supplemental indentures are included, with forms of the 2033 and 2037 notes attached. The document cites incorporation of prior indentures and identifies Computershare Trust Company, N.A. as successor trustee for the supplemental indentures dated August 27, 2025.

Rhea-AI Summary

Gaming and Leisure Properties, Inc. disclosed an Underwriting Agreement dated August 13, 2025 involving GLP Capital, L.P. and GLP Financing II, Inc. as issuers with Gaming and Leisure Properties, Inc. as guarantor and a syndicate led by Wells Fargo Securities, LLC, Citizens JMP Securities, LLC, Fifth Third Securities, Inc., and Truist Securities, Inc. The filing also attaches legal opinions from Polsinelli PC and Goodwin Procter LLP and their consents, and references the cover page interactive XBRL data. The document is signed by Peter M. Carlino, Chairman and CEO.