$VICI

Vici Properties (VICI) raised its dividend by 2.2%, increasing the annualized payment to $1.84 per share. The REIT, which has raised its payout every year since 2018, now offers a 7.2% dividend yield, the highest in the S&P 500. VICI's portfolio includes over 100 properties leased under long-term, inflation-linked leases, and a growing real estate-backed loan portfolio. The company's payout ratio is around 75% of its estimated adjusted funds from operations, with a strong balance sheet supportin

Barclays analyst Richard Hightower maintained a Buy rating on VICI Properties (VICI) with a $31.00 price target. Goldman Sachs also recommended Buy, while Mizuho Securities advised Hold. VICI reported Q2 revenue of $1.06B and net profit of $526.52M, down from $1B and $865.08M respectively last year.

VICI Properties (NYSE: VICI) raised its annual dividend by 2.2% to $1.84 per share, extending a streak of annual increases since 2018. The REIT's adjusted funds from operations rose 4.6% in Q2, with a payout ratio of 68.69%. The stock is down 9% YTD, yielding over 7%.

Insider Monkey identified two real estate stocks with high dividend yields held by billionaire-led funds. VICI Properties (VICI) has a 7% yield, while Gaming and Leisure Properties (GLPI) has a 7.5% yield. GLPI reported 9% revenue growth, beating estimates, and raised its 2026 outlook. The stock is down 12% year-over-year, trading at lower valuations than the sector median.

Realty Income (O), VICI, and W. P. Carey offer high yields with positive price returns, unlike REM ETF which lost value despite a 9% yield. O yields 5.23%, VICI 6.98%, and WPC 5.26%, all backed by real estate leases and AFFO growth. REM's 9% yield comes with structural risks and negative 5-year returns.

President Donald Trump's accounts made 46 real estate-related stock trades in June, with 29 sales and 17 purchases. Bisnow estimated a $350K reduction in CRE exposure, with notable sales in CoStar Group, SBA Communications, and Vici Properties. The White House disclosure covered 1,056 trades, with real estate trades representing 5.2% of all transactions.

Goldman Sachs reduced its price target for VICI Properties from $32 to $31. The company's stock is currently trading at $26.38, down 1.47% over 5 days. VICI recently completed a $1.75 billion senior notes offering.

VICI Properties (NYSE: VICI) reported Q2 results and priced a $1.75B refinancing on Aug. 5 to replace 2026 notes, issuing $900M of 5.400% due 2031 and $850M of 5.750% due 2036. VICI guided 2026 AFFO to $2.45-$2.47 per share and declared a $0.45 quarterly dividend. GLPI (NASDAQ: GLPI) reported Q2 AFFO of $1.03 and guided $4.10-$4.12, with a $0.82 quarterly dividend.

VICI and GLPI, both gaming REITs, reported Q2 results and dividend levels. VICI said Q2 AFFO was $0.62/share and guided 2026 AFFO to $2.45-$2.47, with a $0.45 quarterly dividend. GLPI reported $1.03/share and 2026 guidance of $4.10-$4.12, with $0.82 quarterly. The article compares leverage, interest rates, and near-term debt maturities, noting VICI priced $1.75B replacement notes on Aug. 5.

VICI Properties (VICI) reported Q2 2026 total revenues of $1.1B (+5.7% YoY) and AFFO per share of $0.62 (+4.6%). Net income attributable to common fell to $526.5M (-39.1%) due to a CECL allowance change. Full-year 2026 AFFO guidance was raised to $2.45-$2.47 per share. VICI also announced multiple acquisitions and $2.5B liquidity.