VICI PROPERTIES INC.
VICI Properties owns and acquires gaming, hospitality, wellness, entertainment and leisure real estate, primarily leasing properties to operators under long-term triple-net leases. Its portfolio includes 93 experiential assets across the United States and Canada: 54 gaming properties and 39 other experiential properties. Properties include Caesars Palace Las Vegas, MGM Grand and the Venetian Resort Las Vegas. VICI also owns four golf courses and makes real estate debt investments and financing partnerships in experiential sectors such as wellness, sports and entertainment. VICI earns most of its revenue from rent under leases, which generally require tenants to pay property costs, including maintenance, taxes and insurance. It also earns interest on real estate debt investments and operates its golf course business through VICI Golf LLC. VICI Properties is headquartered in New York, New York.
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See all $VICI insider activity →Citigroup kept its Buy rating on VICI Properties but reduced its price target to $30 from $36, citing a 16.7% decrease. The new target suggests a 19.0% upside from the Nov 5 close of $25.21. Recent analyst price targets for VICI range from $24 to $32.
Cantor Fitzgerald kept its Overweight rating on VICI Properties but cut its price target to $29 from $32, a 9.4% reduction. The new target suggests an 18.8% upside from the Nov 3 close of $24.42. Recent analyst price targets for VICI range from $24 to $34.
Vici Properties (VICI) and EPR Properties (EPR), two high-yield REITs, reported Q3 results and raised full-year guidance. VICI's AFFO rose 4.3% YoY, and it authorized a $2B share buyback. EPR's AFFO increased 8.8%, and it raised 2026 guidance. Both offer yields above 6%, with VICI at 7.4% and EPR at 6.2%.
Recent VICI coverage spans earnings, financial news and corporate actions.
Analyst target cut suggests downside pressure on the stock.
Target reduction suggests analysts see weaker outlook, likely pressuring the stock.
Guidance increase plus a large buyback should support sentiment and reduce downside risk around dividend coverage.
Guidance raise and buyback suggest upside pressure.
Positive upgrade and buyback suggest upside pressure on the stock.
AlphAI scores every news story that mentions VICI with an AI model for sentiment and relevance, and aggregates insider trades from VICI PROPERTIES INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Citigroup kept its Buy rating on VICI Properties but reduced its price target to $30 from $36, citing a 16.7% decrease. The new target suggests a 19.0% upside from the Nov 5 close of $25.21. Recent analyst price targets for VICI range from $24 to $32.
Cantor Fitzgerald kept its Overweight rating on VICI Properties but cut its price target to $29 from $32, a 9.4% reduction. The new target suggests an 18.8% upside from the Nov 3 close of $24.42. Recent analyst price targets for VICI range from $24 to $34.
Vici Properties (VICI) and EPR Properties (EPR), two high-yield REITs, reported Q3 results and raised full-year guidance. VICI's AFFO rose 4.3% YoY, and it authorized a $2B share buyback. EPR's AFFO increased 8.8%, and it raised 2026 guidance. Both offer yields above 6%, with VICI at 7.4% and EPR at 6.2%.
VICI Properties (VICI) reported Q2 FFO of $0.62, 7.0% revenue growth, and raised FY 2026 AFFO guidance to $2.705B. It authorized a $2B stock buyback. T-Mobile (TMUS) reported $3.22 EPS, 7.4% revenue growth, and $23.58B in revenue. TMUS pays a $4.68 dividend. Both companies are highlighted as income stocks for value investors.
VICI Properties (VICI) trades at a 9.5x 2026 AFFO discount, with a Strong Buy rating and $30 price target. The company has a 7.7% dividend yield, $2B share repurchase plan, and 4.8x net debt/EBITDA. Six catalysts, including convention recovery, could drive valuation higher.
VICI Properties reported Q3 earnings, allocating free cash flow to loans and buybacks. It refinanced $1.75B in debt, reducing interest rates. Net debt/EBITDA is 4.8x. The company raised 2026 AFFO guidance to $2.47-$2.48 per share and declared a $0.46 quarterly dividend. VICI diversified tenants, adding Highfield, and expects four new tenants in 2026. It is evaluating the Caesars lease and portfolio management options.
Vici Properties reported a 55.1% drop in Q3 FFO to $342M, citing higher capital costs and uncertainty around its Caesars lease. Revenue rose 5.8% to $1.07B, beating estimates. The company recorded $458M in credit losses, with $331M tied to the Caesars lease. Vici announced a $2B buyback program through 2029 and is reviewing income structures for Caesars properties. CEO Edward Pitoniak noted challenges from high interest rates and inflation.
Citizens reiterated a Market Outperform rating and $31.00 price target for VICI Properties (VICI), citing a solid balance sheet and undervaluation. The company raised its 2026 earnings outlook, offers a 7.8% dividend yield, and reported Q2 revenue of $1.06B, exceeding estimates. VICI completed a $1.75B notes offering to refinance debt. Analysts note macroeconomic volatility and thin rent coverage with Caesars.
Churchill Downs (CHDN) and VICI Properties (VICI) announced new share repurchase programs. CHDN approved a $750M buyback, while VICI authorized a $2B program. Both companies' stocks have declined year-to-date, potentially offering attractive entry points for repurchases. VICI also raised its 2026 AFFO guidance to $2.69B-$2.7B.
VICI Properties reported Q2 funds from operations (FFO) of $0.62 per share and revenue of $1.07B, up 7.0% year-over-year, beating estimates by $10M. The company raised its adjusted funds from operations (AFFO) guidance for 2026 to $2.47-$2.48 per diluted share, below the consensus of $2.73.
