
Real Estate · Hotel & Resort REITs
$26.32
-3.36%
Vol: 10.8M
Friday, June 19, 2026
VICI Properties shares went ex-dividend on June 18, 2026 for its $0.45 per share quarterly dividend payable July 9, 2026. On the same day, Scotiabank analyst Nicholas Yulico trimmed his price target to $29 from $32 while reiterating a Sector Perform rating, citing valuation concerns as the stock hovers near its 52-week low of $26.53. VICI traded at approximately $27.23 on June 18, with Jefferies maintaining a Buy rating. In mid-June, VICI announced acquisition and redevelopment of the Carambola Beach Resort in St. Croix, U.S. Virgin Islands, in partnership with Club Med, diversifying beyond its core gaming-REIT footprint. Q1 2026 results were strong, with EPS of $0.82 beating the $0.71 estimate and revenue of $1.02 billion slightly above forecast. The price target cut and 52-week low proximity represent a near-term headwind for the stock.
No material news in the last 48 hours.
No material news in the last 48 hours.
No material news in the last 48 hours.
No material news in the last 48 hours.
No material news in the last 48 hours. Recent items (Q1 results, June 4 dividend declaration with June 18 record date) predate the 48-hour window.
VICI Properties reported Q1 2026 EPS of $0.82 (beating $0.71 estimate) and revenue of $1.02B (vs $1.01B expected, +3.5% YoY) on April 29. Portfolio at 100% occupancy with 39.7-year weighted average lease term. Management raised 2026 AFFO guidance to $2.665B-$2.695B ($2.44-$2.47/share). Barclays raised price target to $34 (Overweight); Scotiabank to $32. Stock at $28.43 on May 19, with consensus 12-month target of $34.17. Quarterly dividend of $0.45 paid April 9 (6.24% yield). Pending CAD$200.6M acquisition of Alberta casino/hotel real estate. $1.16B Golden Entertainment acquisition expected to enhance portfolio.
No material news in the last 48 hours. Recent context: Q1 2026 results on May 9 beat with EPS $0.82 vs $0.71 consensus; Barclays raised PT to $34 and Scotiabank raised to $32; stock at $28.43 as of May 19.
No material news in the last 48 hours.
No material news in the last 48 hours. Recent backdrop: Q1 2026 AFFO beat with raised full-year guidance to $2.665-$2.695B, Scotiabank raised its price target to $32 from $30 (Sector Perform), and Raymond James trimmed its target to $33 from $35.
VICI Properties closed its $1.16 billion sale-leaseback acquisition of Golden Entertainment on May 4, 2026, adding $87.0 million in annual rent to a 100% occupied portfolio with a 39.7-year weighted-average lease term. Q1 2026 results topped expectations with EPS of $0.82 vs $0.71 expected and revenue of $1.02B; AFFO rose 5.2% per share to $0.61. Management raised full-year 2026 AFFO guidance to $2.665B-$2.695B (per-share $2.44-$2.47). Barclays raised its price target to $34 from $33 (Overweight) and Scotiabank to $32 from $30 (Sector Perform). The dividend remained $0.45 quarterly, paid April 9. Shares closed around $28.86 with a Buy consensus from 11 analysts, signaling the deal-driven AFFO acceleration is being received positively.
VICI Properties completed its acquisition of seven Nevada casino properties from Golden Entertainment on May 4, 2026 for $1.16 billion, including The STRAT, Arizona Charlie's, Aquarius, Edgewater, and Pahrump Nugget, entering a triple-net 30-year master lease with initial annual rent of $87M (7.5% cap rate). Q1 2026 results showed revenue of $1.02B (+3.5% YoY) and EPS of $0.82 beating $0.71 consensus, with 100% occupancy and a weighted average lease term of 39.7 years. VICI raised full-year AFFO guidance, with AFFO up 5.2%. Scotiabank raised its price target to $32 from $30 (Sector Perform); Raymond James lowered to $33 from $35. Dividend yield approximately 6.24% at $28.86 share price; quarterly dividend at $0.45.
No material news in the last 48 hours.
VICI Properties posted Q1 2026 results on May 9 with $1.02B revenue (up 3.5% YoY) and $0.82 EPS beating $0.71 consensus. AFFO was $650.9M ($0.61/share), up 5.7% and 4.5% YoY respectively. The REIT raised full-year 2026 AFFO guidance to $2.665-2.695B ($2.44-2.47/share). VICI closed its $1.16B acquisition of seven casino properties from Golden Entertainment with a new triple-net master lease, and added its 14th tenant (Clairvest affiliate) for MGM Northfield Park. A CAD$200.6M Canadian casino acquisition is pending. Barclays raised target to $34 from $33 (Overweight); Deutsche Bank cut to $31 from $32 (Hold). Stock at $28.86, dividend $0.45/quarter yielding 6.24%.
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| VICIVICI | $26.32 | -3.36% | -7.5% | 8.9x | 0.68 | $28.3B |
| HSTHOST | $25.01 | +1.56% | +12.2% | 25.0x | 1.13 | $17.4B |
| WELLWELLTOWER | $206.76 | +0.10% | -5.5% | 61.5x | 0.78 | $145.9B |
| PLDPROLOGIS | $140.80 | -0.10% | -2.9% | 41.9x | 1.33 | $131.7B |
| EQIXEQUINIX | $1,092.30 | +0.35% | +2.5% | 56.8x | 0.97 | $107.7B |
| AMTAMERICAN | $175.68 | -2.99% | -4.3% | 25.5x | 0.89 | $82.0B |
Price below 200d MA — bearish structure.