Loading…
Loading…
Gaming and Leisure Properties remains a buy for long-term income investors despite recent underperformance and sector volatility. GLPI posted strong Q2 results, raising AFFO guidance and dividends, with 5.93% expected AFFO growth and an 80% payout ratio. Shares trade at a discounted 10.20x forward P/AFFO, offering an attractive near 8% yield and 27% upside potential.
Gaming Realms PLC (LSE:GMR, OTCQX:PSDMF, FRA:RNE1), the AIM-listed developer and licensor of mobile gaming content, said it was well positioned to build on its momentum and deliver further growth across new and existing markets. The company's UK business proved resilient, with revenues up 3% despite the near doubling of Remote Gaming Duty to 40% from 1 April.
Gaming and Leisure Properties is upgraded to Strong Buy, with valuation at a deep discount and a highly attractive, sustainable dividend yield. GLPI delivered strong Q2 results, raised AFFO guidance to $1.219–$1.225 billion, and maintained a solid balance sheet with 4.8x leverage. Risks include heavy reliance on PENN (roughly half of the rent) and macro headwinds, but current valuation already reflects significant risk premiums.
Volatility Shares and Roundhill have both filed for 32 NHL team ETFs. I think investors, hockey fans, and gamblers should avoid all of them, whichever issuer wins. I ran the 2025-2026 season through the FutureSports methodology. The index rankings and the NHL standings line up about 91% of the time. Most stats carry equal positive and negative attribution, but penalties and clinches do not. That one-way scoring drags the whole league about 2% lower by season end.
Gaming and Leisure Properties, Inc. (GLPI) Q2 2026 Earnings Call Transcript
Gaming and Leisure Properties NASDAQ: GLPI reported second-quarter 2026 growth in adjusted funds from operations, or AFFO, as acquisitions, lease escalators and development funding increased cash income. Chairman and Chief Executive Officer Peter Carlino said AFFO rose 10% from a year earlier and described the company's near- and medium-term growth pipeline as highly visible.
Gaming Realms PLC (LSE:GMR, OTCQX:PSDMF, FRA:RNE1) said its core licensing business continued to grow in the first half, despite a sharp increase in UK gambling tax and a decline in non-core brand licensing revenue. The mobile gaming content developer expects group revenue of about £15.5 million and adjusted EBITDA of £6.6 million in the first six months of 2026, versus £16 million and £7.5 million a year ago.
Gaming and Leisure Properties is upgraded to 'Strong Buy' due to discounted valuation and robust income growth prospects. GLPI trades at 10.5x forward P/FFO with a 7.6% yield, well below its historical average, offering attractive entry for income-focused investors. A $1.8 billion investment pipeline and contractual rent escalators provide clear visibility into AFFO growth through 2027.
SEC filings for BETZ aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.