Every 8-K that VICI Properties Inc. (VICI) 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 VICI 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 VICI filings page.
VICI Properties Inc. (VICI) filed an amendment to a prior report to note that, effective September 18, 2026, John M. Sullivan’s earlier appointment to its Board of Directors as an independent director has become effective following receipt of required regulatory approvals. With his appointment, the Board size increases to eight members. Mr. Sullivan will serve on the Board’s Compensation Committee and Nominating and Governance Committee, receive compensation under the standard non-employee director program, and has entered into the company’s standard form indemnification agreement. The company states there are no related-party transactions or special arrangements associated with his selection.
VICI Properties Inc. (VICI) reported that John M. Sullivan has been appointed to its Board of Directors as an independent director, effective upon satisfaction of required regulatory approvals, following his announcement on September 8, 2026 and appointment date of September 4, 2026. Once effective, his addition is expected to increase the Board size to eight directors, and he will serve on the Compensation Committee and the Nominating and Governance Committee, receiving the Company’s standard director compensation and indemnification agreement. Sullivan brings more than 25 years of leadership experience at Cadillac Fairview and currently serves on the boards of Colliers International and EQ Bank, as well as the Board of Trustees of The Hospital for Sick Children in Toronto.
VICI Properties Inc. (VICI), through VICI Properties L.P., completed a senior notes offering consisting of $900,000,000 aggregate principal amount of 5.400% Notes due 2031 and $850,000,000 aggregate principal amount of 5.750% Notes due 2036. The 2031 Notes were issued at 99.966% of par and the 2036 Notes at 98.375% of par, with interest payable semi-annually each April 15 and October 15 starting April 15, 2027.
VICI intends to use the net proceeds to repay outstanding 2026 senior notes, including $480.5 million of 4.500% notes due September 1, 2026, $19.5 million of 4.500% 2026 MGP notes maturing September 1, 2026, and $1.25 billion of 4.250% notes due December 1, 2026. VICI L.P. expects to redeem the September and December 2026 notes on August 17, 2026 at 100% of principal plus accrued interest and to pay off the 2026 MGP notes at maturity.
The Notes are unsecured, unsubordinated obligations of VICI LP and initially are not guaranteed by VICI Properties Inc. or its subsidiaries. They benefit from a Limited Equity Pledge of VICI LP’s limited partnership interests owned by VICI Properties OP LLC. The Indenture limits additional indebtedness and certain mergers and requires VICI LP to maintain total unencumbered assets of at least 150% of total unsecured indebtedness, and includes customary events of default.
VICI Properties Inc. and VICI Properties L.P. entered into an underwriting agreement to issue senior unsecured notes through VICI LP in two tranches: $900 million aggregate principal amount of 5.400% Senior Notes due 2031 and $850 million aggregate principal amount of 5.750% Senior Notes due 2036. The 2031 Notes will be issued at 99.966% of par and the 2036 Notes at 98.375% of par. Interest is payable semi-annually on April 15 and October 15 each year, beginning April 15, 2027, with maturities on October 15, 2031 and October 15, 2036, respectively.
VICI LP estimates net proceeds of approximately $1,720.0 million, expected at closing on August 14, 2026, subject to customary conditions. VICI intends to use the net proceeds primarily to repay outstanding 2026 senior notes, including $480.5 million of 4.500% notes (September 2026 maturity), $19.5 million of 4.500% 2026 MGP notes, and $1.25 billion of 4.250% notes due December 2026, with any remaining proceeds for general corporate purposes such as acquisitions, property improvements, capital expenditures, working capital, and further debt repayment or refinancing.
VICI Properties Inc. reported first quarter 2026 revenue of $1.0 billion, up 3.5% year-over-year, and net income attributable to common stockholders of $872.4 million, or $0.82 per diluted share, up 60.5% year-over-year. Adjusted Funds From Operations (AFFO) attributable to common stockholders grew 5.7% to $650.9 million, or $0.61 per diluted share, up 4.5% year-over-year. The company expanded its One Beverly Hills construction financing with a $1.5 billion mezzanine loan, agreed to acquire the CAD$200.6 million Gamehost real estate portfolio in Alberta, and advanced a pending $1.16 billion acquisition of seven Golden Entertainment casino properties. VICI ended the quarter with $17.1 billion of total debt, $3.1 billion of liquidity, and a 5.0x net leverage ratio, and raised full-year 2026 AFFO guidance to $2.665–$2.695 billion, or $2.44–$2.47 per diluted share.
VICI Properties Inc. held its 2026 Annual Meeting of Stockholders on April 28, 2026, where stockholders voted on director elections, the outside auditor, and executive pay. Seven directors, including Edward B. Pitoniak and Michael D. Rumbolz, were elected to serve until the 2027 annual meeting or until successors are qualified.
Stockholders ratified Deloitte & Touche LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2026, with 961,351,390 votes for and 4,814,058 against. They also approved, on a non-binding advisory basis, the compensation of named executive officers, with 867,442,313 votes for and 46,467,590 against.
VICI Properties Inc. reported steady growth for the quarter and year ended December 31, 2025 and issued 2026 guidance. Fourth-quarter total revenues rose 3.8% year-over-year to $1.0 billion, while net income attributable to common stockholders slipped 1.6% to $604.8 million, or $0.57 per diluted share, mainly due to a higher credit loss allowance. Quarterly AFFO increased 6.8% to $642.5 million, or $0.60 per share.
For full-year 2025, revenue grew 4.1% to $4.0 billion, net income attributable to common stockholders rose 3.6% to $2.8 billion, and AFFO attributable to common stockholders increased 6.6% to $2.5 billion, or $2.38 per share. The company announced about $2.1 billion of capital commitments at a weighted average initial yield of 8.9%, including a $1.16 billion seven‑casino sale‑leaseback with Golden Entertainment and up to $510.0 million in term loans for the North Fork Mono Casino & Resort.
VICI ended 2025 with $563.5 million in cash, $44.5 million in short‑term investments and total debt of about $17.1 billion, supported by a $2.5 billion revolving credit facility. The quarterly dividend was increased 4.0% year‑over‑year to $0.45 per share. For 2026, management guides AFFO between $2,590 million and $2,625 million, or $2.42–$2.45 per diluted share, excluding potential future acquisitions or other non‑recurring transactions.
VICI Properties Inc. furnished a press release announcing consolidated financial results for the three and nine months ended September 30, 2025, along with supplemental financial and operating information. The materials were provided as Exhibits 99.1 and 99.2 under Items 2.02 and 7.01 and are furnished, not filed, under the Exchange Act.