Last 7 days
1.2%
Last 30 days
6.0%
Last 90 days
0.7%
Trailing 12 Months
1.4%
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
2023-08-17 | SCHWARTZ BARRY F | bought | 68,745 | 45.83 | 1,500 | - |
2023-08-11 | SCHWARTZ BARRY F | bought | 47,740 | 47.74 | 1,000 | - |
2023-08-03 | SCHWARTZ BARRY F | bought | 47,350 | 47.35 | 1,000 | - |
2023-03-01 | Urdang E Scott | bought | 53,820 | 53.82 | 1,000 | - |
2023-02-17 | CARLINO PETER M | sold | - | - | -194,281 | chairman,ceo,president |
2023-02-17 | CARLINO PETER M | acquired | - | - | 27,140 | chairman,ceo,president |
2023-02-01 | Moore Brandon John | sold | -162,000 | 54.00 | -3,000 | coo, gen counsel & sec |
2023-02-01 | Demchyk Matthew | sold | -76,262 | 54.01 | -1,412 | svp, chief investment officer |
2023-01-11 | Demchyk Matthew | sold | -102,501 | 52.27 | -1,961 | svp, chief investment officer |
2023-01-04 | CARLINO PETER M | sold (taxes) | -371,076 | 51.19 | -7,249 | chairman,ceo,president |
Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
2023-09-12 | Farther Finance Advisors, LLC | unchanged | - | -940 | 12,648 | -% |
2023-08-24 | Alberta Investment Management Corp | unchanged | - | -18,360 | 247,146 | -% |
2023-08-23 | Stonebridge Capital Advisors LLC | sold off | -100 | -3,957 | - | -% |
2023-08-23 | WOLVERINE TRADING, LLC | added | 22.02 | 107,703 | 763,703 | -% |
2023-08-22 | VIRGINIA RETIREMENT SYSTEMS ET AL | added | 4.11 | -563,721 | 17,679,600 | 0.17% |
2023-08-21 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | reduced | -1.36 | -1,825,550 | 20,482,700 | 0.03% |
2023-08-21 | OSAIC HOLDINGS, INC. | reduced | -7.77 | -392,654 | 2,386,190 | -% |
2023-08-17 | Howard Capital Management Group, LLC | new | - | 101,088 | 101,088 | 0.01% |
2023-08-17 | Orion Portfolio Solutions, LLC | new | - | 291,137 | 291,137 | -% |
2023-08-16 | Sunbelt Securities, Inc. | added | 0.1 | -9,985 | 201,207 | 0.03% |
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Feb 13, 2023 | capital world investors | 4.3% | 11,081,603 | SC 13G/A | |
Feb 13, 2023 | capital international investors | 7.1% | 18,229,776 | SC 13G/A | |
Feb 09, 2023 | vanguard group inc | 14.21% | 36,589,613 | SC 13G/A | |
Jan 31, 2023 | blackrock inc. | 7.0% | 18,080,908 | SC 13G/A | |
Feb 11, 2022 | capital international investors | 7.7% | 19,084,523 | SC 13G | |
Feb 11, 2022 | capital world investors | 7.9% | 19,586,372 | SC 13G/A | |
Feb 03, 2022 | blackrock inc. | 6.6% | 15,835,618 | SC 13G/A | |
Feb 16, 2021 | capital world investors | 8.5% | 19,578,207 | SC 13G/A | |
Feb 10, 2021 | vanguard group inc | 13.26% | 30,476,953 | SC 13G/A | |
Jan 29, 2021 | blackrock inc. | 7.0% | 16,205,344 | SC 13G/A |
Date Filed | Form Type | Document | |
---|---|---|---|
Sep 20, 2023 | 8-K | Current Report | |
Aug 18, 2023 | 4 | Insider Trading | |
Aug 14, 2023 | 4 | Insider Trading | |
Aug 04, 2023 | 4 | Insider Trading | |
Jul 28, 2023 | 8-K | Current Report | |
Jul 27, 2023 | 10-Q | Quarterly Report | |
Jun 16, 2023 | 8-K | Current Report |
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
PSA | 48.1B | 4.4B | -0.64% | -17.74% | 11.24 | 10.95 | 14.80% | 87.79% |
DLR | 38.3B | 5.1B | 5.88% | 19.36% | 89.57 | 7.47 | 13.73% | -68.04% |
EQR | 23.7B | 2.0B | -0.94% | -9.83% | 28.39 | 11.73 | -22.97% | -33.54% |
ARE | 20.0B | 2.7B | -1.78% | -21.80% | 26.64 | 7.46 | 15.16% | 88.51% |
KIM | 11.4B | 1.8B | -1.65% | -8.89% | 28.27 | 6.5 | 6.75% | -42.80% |
MID-CAP | ||||||||
FRT | 8.0B | 1.1B | 1.83% | 2.50% | 20.52 | 7.18 | 8.31% | 38.10% |
KRG | 4.9B | 820.5M | 3.48% | 19.66% | 174.46 | 5.97 | 29.95% | 125.56% |
VNO | 4.8B | 1.8B | 19.66% | -1.21% | -12.91 | 2.63 | 5.60% | -286.96% |
MAC | 2.6B | 866.2M | 4.87% | 36.72% | -29.3 | 2.95 | 0.51% | -335.26% |
SMALL-CAP | ||||||||
SLG | 2.7B | 882.0M | 26.74% | -0.07% | -6.14 | 3.08 | 11.76% | -239.94% |
SKT | 2.4B | 426.3M | -1.04% | 52.78% | 25.4 | 5.64 | 1.38% | 137.97% |
PGRE | 1.1B | 732.3M | 9.89% | -25.11% | -13.31 | 1.55 | -0.03% | -4012.90% |
AIV | 1.0B | 339.3M | -9.41% | -15.44% | -5.79 | 3.02 | 88.48% | -168.70% |
11.3%
12.1%
13.2%
20%
20%
19.6%
Y-axis is the maximum loss one would have experienced if Gaming and Leisure Properties was unfortunately bought at previous high price.
Income Statement (Last 12 Months) | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
Revenue | 2.2% | 1,382 | 1,352 | 1,312 | 1,274 | 1,239 | 1,230 | 1,216 | 1,218 | 1,227 | 1,171 | 1,153 | 1,142 | 1,122 | 1,149 | 1,153 | 1,168 | 1,134 | 1,100 | 1,056 | 993 | 983 |
Operating Expenses | - | - | - | - | - | - | - | - | - | 373 | 348 | 344 | 386 | 379 | 416 | 436 | 515 | 504 | 487 | 462 | 373 | 376 |
S&GA Expenses | 0.8% | 52.00 | 52.00 | 51.00 | 55.00 | 56.00 | 61.00 | 61.00 | 63.00 | 72.00 | 69.00 | 69.00 | 69.00 | 61.00 | 64.00 | 65.00 | 63.00 | 63.00 | 72.00 | 71.00 | 74.00 | 74.00 |
EBITDA | -100.0% | - | 1,352 | 1,284 | 1,212 | 1,119 | 1,094 | 1,098 | 1,121 | 1,094 | 1,068 | 1,035 | 979 | 946 | 952 | 956 | 888 | - | - | - | - | - |
EBITDA Margin | -100.0% | - | 1.00* | 0.98* | 0.95* | 0.90* | 0.89* | 0.90* | 0.92* | 0.89* | 0.91* | 0.90* | 0.86* | 0.84* | 0.83* | 0.83* | 0.76* | - | - | - | - | - |
Interest Expenses | 0.4% | 314 | 313 | 309 | 305 | 298 | 291 | 283 | 282 | 281 | 281 | 282 | 285 | 290 | 297 | 302 | 305 | 290 | 270 | 248 | 225 | 220 |
Earnings Before Taxes | 0.4% | 791 | 788 | 720 | 656 | 570 | 555 | 562 | 597 | 572 | 542 | 510 | 454 | 416 | 399 | 396 | 327 | 341 | 340 | 344 | 394 | 387 |
EBT Margin | -100.0% | - | 0.58* | 0.55* | 0.52* | 0.46* | 0.45* | 0.46* | 0.49* | 0.47* | 0.46* | 0.44* | 0.40* | 0.37* | 0.35* | 0.34* | 0.28* | - | - | - | - | - |
Net Income | 0.6% | 758 | 754 | 685 | 613 | 542 | 529 | 534 | 584 | 562 | 536 | 506 | 451 | 420 | 401 | 397 | 329 | 325 | 324 | 328 | 375 | 379 |
Net Income Margin | -100.0% | - | 0.56* | 0.52* | 0.48* | 0.44* | 0.43* | 0.44* | 0.48* | 0.46* | 0.46* | 0.44* | 0.39* | 0.37* | 0.34* | 0.34* | 0.28* | - | - | - | - | - |
Free Cashflow | -100.0% | - | 928 | 920 | 887 | 860 | 832 | 804 | 734 | 601 | 435 | 428 | 477 | 616 | 728 | 750 | 720 | - | - | - | - | - |
Balance Sheet | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
Assets | -0.8% | 11,032 | 11,116 | 10,930 | 10,776 | 10,658 | 10,720 | 10,690 | 9,285 | 9,099 | 9,013 | 9,034 | 8,637 | 8,665 | 8,899 | 8,434 | 8,505 | 8,564 | 8,647 | 8,577 | 8,296 | 7,289 |
Cash Equivalents | 38.5% | 9.00 | 7.00 | 239 | 59.00 | 6.00 | 156 | 725 | 423 | 148 | 521 | 486 | 106 | 74.00 | 560 | 27.00 | 26.00 | 25.00 | 30.00 | 26.00 | 1,163 | 144 |
Net PPE | - | - | - | - | - | - | - | 13.00 | 40.00 | 79.00 | 80.00 | 81.00 | 89.00 | 91.00 | 92.00 | 94.00 | 96.00 | - | 99.00 | 101 | 102 | 104 |
Goodwill | - | - | - | - | - | - | - | - | - | - | - | - | 16.00 | 16.00 | 16.00 | 16.00 | 16.00 | 16.00 | 16.00 | 16.00 | 76.00 | 76.00 |
Liabilities | -1.0% | 6,929 | 6,998 | 6,812 | 6,828 | 7,209 | 7,252 | 7,300 | 6,407 | 6,398 | 6,367 | 6,359 | 6,428 | 6,563 | 6,887 | 6,360 | 6,398 | 6,405 | 6,439 | 6,312 | 5,938 | 4,910 |
Long Term Debt | -0.7% | 6,249 | 6,291 | 6,128 | 6,126 | 6,522 | 6,555 | 6,552 | - | - | - | 5,755 | - | - | - | - | - | - | - | 5,853 | 5,449 | 4,507 |
Shareholder's Equity | -8.9% | 3,751 | 4,118 | 3,778 | 3,607 | 3,449 | 3,468 | 3,390 | 2,878 | 2,702 | 2,647 | 2,675 | 2,209 | 2,103 | 2,012 | 2,074 | 2,012 | 2,159 | 2,208 | 2,266 | 2,208 | 2,379 |
Retained Earnings | -1.8% | -1,903 | -1,869 | -1,798 | -1,808 | -1,846 | -1,823 | -1,771 | -1,665 | -1,655 | -1,636 | -1,612 | -1,753 | -1,854 | -1,941 | -1,887 | -1,851 | -1,795 | -1,742 | -1,689 | -1,589 | -1,558 |
Additional Paid-In Capital | 0.3% | 5,652 | 5,632 | 5,574 | 5,413 | 4,954 | 4,950 | 4,954 | 4,541 | 4,355 | 4,281 | 4,285 | 3,961 | 3,955 | 3,951 | 3,959 | 3,956 | 3,952 | 3,948 | 3,953 | 3,945 | 3,936 |
Shares Outstanding | 0.1% | 263 | 262 | 261 | 258 | 248 | 248 | 247 | 238 | 234 | 233 | 232 | 221 | 218 | 215 | 215 | 215 | 215 | 215 | 214 | 214 | - |
Cashflow (Last 12 Months) | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
Cashflow From Operations | 2.9% | 955 | 928 | 920 | 887 | 860 | 832 | 804 | 734 | 601 | 435 | 428 | 477 | 616 | 728 | 750 | 720 | 713 | 690 | 654 | 628 | 612 |
Share Based Compensation | 3.4% | 21.00 | 21.00 | 20.00 | 20.00 | 19.00 | 19.00 | 17.00 | 17.00 | 21.00 | 22.00 | 20.00 | 20.00 | 16.00 | 16.00 | 16.00 | 16.00 | 15.00 | 11.00 | 11.00 | 12.00 | 12.00 |
Cashflow From Investing | 20.7% | -511 | -645 | -354 | -919 | -830 | -1,161 | -1,030 | -465 | -498 | -9.88 | -9.49 | -2.38 | -2.59 | -3.11 | -2.82 | -1,533 | -1,538 | -1,527 | -1,509 | 40.00 | 64.00 |
Cashflow From Financing | -1.9% | -440 | -432 | -1,051 | -349 | -196 | -65.89 | 443 | 68.00 | -3.63 | -432 | 63.00 | -394 | -564 | -195 | -746 | -323 | 706 | 822 | 852 | 452 | -560 |
Dividend Payments | 1.8% | 810 | 795 | 771 | 753 | 730 | 713 | 634 | 496 | 362 | 231 | 231 | 353 | 473 | 594 | 589 | 584 | 573 | 562 | 550 | 539 | 538 |
Condensed Consolidated Statements of Income - USD ($) | 3 Months Ended | 6 Months Ended | ||
---|---|---|---|---|
Jun. 30, 2023 | Jun. 30, 2022 | Jun. 30, 2023 | Jun. 30, 2022 | |
Revenues | ||||
Rental income | $ 319,236,000 | $ 289,574,000 | $ 637,204,000 | $ 577,351,000 |
Interest income from mortgaged real estate | 37,353,000 | 36,939,000 | 74,599,000 | 64,128,000 |
Total income from real estate | 356,589,000 | 326,513,000 | 711,803,000 | 641,479,000 |
Operating expenses | ||||
Land rights and ground lease expense | 11,892,000 | 11,720,000 | 23,906,000 | 25,424,000 |
General and administrative | 12,639,000 | 12,212,000 | 29,089,000 | 27,944,000 |
Losses (gains) from dispositions of property | 0 | 0 | 0 | (51,000) |
Impairment charge on land | 0 | 3,298,000 | 0 | 3,298,000 |
Depreciation | 65,731,000 | 59,964,000 | 131,285,000 | 119,093,000 |
Provision (benefit) for credit losses, net | 28,052,000 | 2,222,000 | 22,399,000 | 28,878,000 |
Losses on debt extinguishment | 0 | (2,189,000) | (556,000) | (2,189,000) |
Total operating expenses | 118,314,000 | 89,416,000 | 206,679,000 | 204,586,000 |
Income from operations | 238,275,000 | 237,097,000 | 505,124,000 | 436,893,000 |
Other income (expenses) | ||||
Interest expense | (79,371,000) | (78,257,000) | (160,731,000) | (156,179,000) |
Interest income | 1,273,000 | 102,000 | 5,528,000 | 124,000 |
Total other expenses | (78,098,000) | (80,344,000) | (155,759,000) | (158,244,000) |
Income before income taxes | 160,177,000 | 156,753,000 | 349,365,000 | 278,649,000 |
Income tax expense | 40,000 | 966,000 | 558,000 | 1,170,000 |
Net income | 160,137,000 | 155,787,000 | 348,807,000 | 277,479,000 |
Net income attributable to non-controlling interest in the Operating Partnership | (4,507,000) | (4,473,000) | (9,826,000) | (6,897,000) |
Net income | $ 155,630,000 | $ 151,314,000 | $ 338,981,000 | $ 270,582,000 |
Earnings per common share (in dollars per share) | ||||
Basic earnings per common share (in dollars per share) | $ 0.59 | $ 0.61 | $ 1.29 | $ 1.09 |
Diluted earnings per common share (in dollars per share) | $ 0.59 | $ 0.61 | $ 1.29 | $ 1.09 |
Condensed Consolidated Balance Sheets - USD ($) $ in Thousands | Jun. 30, 2023 | Dec. 31, 2022 |
---|---|---|
Assets | ||
Real estate investments, net | $ 8,238,398 | $ 7,707,935 |
Investment in leases, financing receivables, net | 1,891,789 | 1,903,195 |
Right-of-use assets and land rights, net | 844,627 | 834,067 |
Cash and cash equivalents | 9,450 | 239,083 |
Other assets | 47,673 | 246,106 |
Total assets | 11,031,937 | 10,930,386 |
Liabilities | ||
Accounts payable and accrued expenses | 5,084 | 6,561 |
Accrued interest | 80,651 | 82,297 |
Accrued salaries and wages | 3,795 | 6,742 |
Operating lease liabilities | 199,060 | 181,965 |
Finance lease liability | 54,017 | 53,792 |
Long-term debt, net of unamortized debt issuance costs, bond premiums and original issuance discounts | 6,248,838 | 6,128,468 |
Deferred rental revenue | 307,271 | 324,774 |
Other liabilities | 30,347 | 27,691 |
Total liabilities | 6,929,063 | 6,812,290 |
Equity | ||
Preferred stock ($.01 par value, 50,000,000 shares authorized, no shares issued or outstanding at June 30, 2023 and December 31, 2022) | 0 | 0 |
Common stock ($.01 par value, 500,000,000 shares authorized, 262,640,178 and 260,727,030 shares issued and outstanding at June 30, 2023 and December 31, 2022, respectively) | 2,626 | 2,607 |
Additional paid-in capital | 5,651,612 | 5,573,567 |
Accumulated deficit | (1,903,326) | (1,798,216) |
Total equity attributable to Gaming and Leisure Properties | 3,750,912 | 3,777,958 |
Noncontrolling interests in GLPI's Operating Partnership (7,653,326 units and 7,366,683 units outstanding at June 30, 2023 and December 31, 2022, respectively) | 351,962 | 340,138 |
Total equity | 4,102,874 | 4,118,096 |
Total liabilities and equity | $ 11,031,937 | $ 10,930,386 |