Gaming & Leisure Properties, Inc.(GLPI)Stock Analysis
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Data updated 2026-08-29AI stock analysis and institutional research for Gaming & Leisure Properties, Inc. (GLPI), a Real Estate sector company. 13F Pro tracks GLPI using direct SEC EDGAR data and AI-powered research tools. Based on the latest XBRL financial filings (Q2 2026), Gaming & Leisure Properties, Inc. reports quarterly revenue of $430.5M, net income of $228.4M, an operating margin of 77.2%. Top institutional holders of GLPI by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, DODGE & COX, based on the most recent SEC filings. GLPI trades on the Nasdaq exchange and files with the SEC under CIK 1575965. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate GLPI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Gaming & Leisure Properties, Inc. directly from SEC EDGAR. Gaming & Leisure Properties, Inc.'s 13F Pro composite quality score has ranged between 63 and 84 since 2025, currently 64.0 — a declining long-term trajectory across 49 quarterly and live scoring snapshots.
What's Driving GLPI's Business? Latest 10-Q Breakdown
AI-extracted from Gaming & Leisure Properties, Inc.'s 10-Q filed 2026-07-30 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Biggest Revenue Drivers
Driven primarily by recent acquisitions, which increased cash rental income by $38.7M, plus lease escalations
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$430.5M
Net Income
Q2 2026
$228.4M
Operating Margin
Q2 2026
77.2%
ROIC
Q2 2026
10.2%
D/E Ratio
Q2 2026
1.62
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+4.1% YoYNet Income
+5.2% YoYOperating Income
+6.3% YoYEPS (Diluted)
+2.8% YoYTotal Assets
-1.3% YoYTotal Debt
-6.9% YoYOp. Cash Flow
+5.3% YoYFree Cash Flow
| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $1.59B +4.1% | $1.53B +6.3% | $1.44B +9.8% | $1.31B +7.8% | $1.22B +5.5% | $1.15B |
| Net Income | $825.1M +5.2% | $784.6M +6.9% | $734.3M +7.2% | $684.7M +28.2% | $534.0M +5.6% | $505.7M |
| Operating Income | $1.20B +6.3% | $1.13B +5.8% | $1.07B +3.8% | $1.03B +22.4% | $841.8M +4.0% | $809.3M |
| EPS (Diluted) | $2.95 +2.8% | $2.87 +3.6% | $2.77 +2.6% | $2.70 +19.5% | $2.26 -1.7% | $2.30 |
| Total Assets | $12.91B -1.3% | $13.08B +10.8% | $11.81B +8.0% | $10.93B +2.2% | $10.69B +18.3% | $9.03B |
| Total Debt | $7.20B -6.9% | $7.74B +16.7% | $6.63B +8.1% | $6.13B -6.5% | $6.55B +13.9% | $5.75B |
| Operating Cash Flow | $1.13B +5.3% | $1.07B +6.3% | $1.01B +9.7% | $920.1M +14.5% | $803.8M +87.8% | $428.1M |
| Free Cash Flow | — | — | — | — | $789.9M +84.7% | $427.6M |
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Available Research
13F Pro tracks comprehensive data for Gaming & Leisure Properties, Inc. including:
Top Institutional Holders of GLPI
BlackRock, Inc.
$1.6B35,859,219 shVANGUARD PORTFOLIO MANAGEMENT LLC
$1.1B23,686,806 shDODGE & COX
$613.3M13,773,135 shSTATE STREET CORP
$600.1M13,477,304 shWELLINGTON MANAGEMENT GROUP LLP
$555.7M12,479,396 shVANGUARD CAPITAL MANAGEMENT LLC
$547.9M12,304,078 shGEODE CAPITAL MANAGEMENT, LLC
$373.3M8,397,989 shPRINCIPAL FINANCIAL GROUP INC
$297.5M6,681,429 shCITADEL ADVISORS LLC
$272.4M6,117,830 shCOHEN & STEERS, INC.
$250.3M5,622,019 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $1.6B | 35,859,219 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.1B | 23,686,806 |
| DODGE & COX | $613.3M | 13,773,135 |
| STATE STREET CORP | $600.1M | 13,477,304 |
| WELLINGTON MANAGEMENT GROUP LLP | $555.7M | 12,479,396 |
| VANGUARD CAPITAL MANAGEMENT LLC | $547.9M | 12,304,078 |
| GEODE CAPITAL MANAGEMENT, LLC | $373.3M | 8,397,989 |
| PRINCIPAL FINANCIAL GROUP INC | $297.5M | 6,681,429 |
| CITADEL ADVISORS LLC | $272.4M | 6,117,830 |
| COHEN & STEERS, INC. | $250.3M | 5,622,019 |
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Ranked by quality-profile closeness and shared hedge-fund ownership — not just sector membership.
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
Is GLPI a good stock to buy?
13F Pro's AI-powered analysis of Gaming & Leisure Properties, Inc. (GLPI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Real Estate sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for GLPI are available on the GLPI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. GLPI is classified as a large company.
Which hedge funds own GLPI?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling GLPI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Gaming & Leisure Properties, Inc.'s investment landscape.