Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

Gaming & Leisure Properties, Inc.
Next earnings Jul 22, 2026 (after close) · consensus $0.82 EPS, $437M rev
Last earnings +1.4% on 2026-04-24
Triple-net gaming REIT with 75% operating margins, steady FFO growth and a ~7% yield — a high-quality income compounder.
Sources: SEC EDGAR (CIK 0001575965, latest 10-Q filed 2026-04-23) · EODHD · analysis by claude-code · as of 6/21/2026, 8:46:59 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Solid fundamentals at a roughly fair price — reasonable risk/reward at today's level.
Gaming & Leisure Properties is a triple-net-lease REIT that owns casino real estate and leases it back to operators on long-term contracts, producing exceptionally high-quality, predictable cash flow. The economics are pristine for a landlord: FY2025 operating margin of 75.3% and net margin of 51.7%, with revenue up 4.1% to $1.59B, net income up 5.2% to $825M, and operating income up 6.3% to $1.20B. The five-year record is a model of consistency — revenue has risen every year from $1.22B (FY2021) and net income from $534M — exactly the steady escalation a triple-net REIT is built to deliver via contractual rent bumps and accretive acquisitions.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $1.22B | $1.31B | $1.44B | $1.53B | $1.59B |
| Gross profit | — | — | — | — | — |
| Operating income | $842M | $1.03B | $1.07B | $1.13B | $1.20B |
| Net income | $534M | $685M | $734M | $785M | $825M |
| Diluted EPS | $2.26 | $2.70 | $2.77 | $2.87 | $2.95 |
| Net margin | 43.9% | 52.2% | 51.0% | 51.2% | 51.7% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Last 90 days: 0 open-market buys · 1 sale
| 2026-06-10 | Urdang E Scott Director | Sell | 3.00K @ $48.32 | $145K |
| 2026-02-27 | Burke Desiree A. CFO and Treasurer | Sell | 9.80K @ $49.02 | $481K |
| 2026-02-24 | Moore Brandon John President, COO, and Secretary | Sell | 16.9K @ $48.05 | $811K |
| 2026-02-23 | Moore Brandon John President, COO, and Secretary | Sell | 114.00 @ $48.01 | $5.47K |
| 2026-02-23 | Urdang E Scott Director | Sell | 4.00K @ $47.37 | $189K |
| 2026-02-20 | Moore Brandon John President, COO, and Secretary | Sell | 1.38K @ $48.05 | $66.1K |
| 2026-01-07 | Ladany Steven SVP Chief Development Officer | Sell | 13.4K @ $45.04 | $604K |
| 2026-01-03 | Moore Brandon John President, COO, and Secretary | Tax | 3.19K @ $44.42 | $142K |
| 2026-01-03 | CARLINO PETER M Chairman and CEO | Tax | 7.97K @ $44.42 | $354K |
| 2026-01-03 | Burke Desiree A. CFO and Treasurer | Tax | 2.61K @ $44.42 | $116K |
| 2026-01-02 | Moore Brandon John President, COO, and Secretary | Award | 34.8K | |
| 2026-01-02 | Moore Brandon John President, COO, and Secretary | Tax | 15.1K @ $44.69 | $676K |