Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
VICI Properties Inc. $VICI Shares Purchased by VIRGINIA RETIREMENT SYSTEMS ET Al
VIRGINIA RETIREMENT SYSTEMS ET Al increased its stake in VICI Properties Inc. (NYSE:VICI) by 2.4% in the third quarter, now owning 3,466,757 shares valued at $113,051,000. Other institutional investors like Norges Bank, Cbre Investment Management Listed Real Assets LLC, Swedbank AB, JPMorgan Chase & Co., and Geode Capital Management LLC also significantly altered their positions in the company. Several analysts have adjusted their price targets for VICI, which currently holds a "Moderate Buy" consensus rating and an average price target of $34.36.
Dec 31, 2025 • AD HOC NEWS
BULLISH
VICI Properties Inc: The ‘Boring’ Stock Everyone Quietly Loading Up On
VICI Properties Inc., a REIT owning real estate for major casinos, is gaining quiet traction among investors. The company is highlighted for its predictable cash flow from long-term leases, steady dividend payments, and growth through property acquisitions, offering a stable alternative to high-volatility investments. While not a "get-rich-quick" stock, it appeals to long-term, dividend-focused investors seeking exposure to experiential real estate in the gaming sector.
Dec 30, 2025 • AD HOC NEWS
NEUTRAL
VICI Properties Inc: High-Yield REIT Tests Investor Patience As Wall Street Sticks To ‘Buy’ Call
VICI Properties Inc. (VICI) offers a high dividend yield, attracting income investors, but its share price has remained largely flat over the past year. While Wall Street analysts maintain a "Buy" rating, citing reliable cash flows and long-term leases, the stock's performance reflects a tension between its generous payouts and investor skepticism regarding growth and tenant concentration. The REIT's future trajectory will largely depend on interest rate movements and its strategic acquisition execution.
Dec 30, 2025 • AD HOC NEWS
SOMEWHAT-BULLISH
VICI Properties Inc Stock Tests Investors’ Nerves as REIT Rerating Meets Vegas Growth Story
VICI Properties Inc. (ISIN US9256521090) has demonstrated resilience amidst interest-rate anxieties, with its stock performing modestly lower but holding up better than many REIT peers. Despite a sideways movement in share price over the past year, the company's generous dividend policy has provided a solid total return for income investors, underscoring its role as a bond proxy with acquisition and rent escalator optionality. Wall Street maintains a constructive outlook, with most analysts rating the stock as "Buy" or "Overweight" due to its high-quality, specialized REIT model, long-term leases, and strong cash flow visibility, albeit with near-term upside potentially capped by interest rates.
Dec 26, 2025 • Simply Wall Street
NEUTRAL
VICI: Future Returns Will Hinge On Caesars Regional Lease Resilience
Analysts have slightly reduced VICI Properties' price target due to concerns over higher discounting, limited new gaming investment, and potential rent pressure on key regional leases, despite stable revenue and margins. While some analysts remain bullish on VICI's long-term potential in the net lease REIT space due to its asset base and contractual escalators, bearish views highlight risks from flat regional gaming growth potentially impacting the Caesars regional lease. The company is actively managing its portfolio, including a new Northfield Park Lease, which slightly decreased the fair value estimate to $35.48 per share.
Dec 26, 2025 • Seeking Alpha
BULLISH
VICI: On The Dividend Dean's List At A Discount (NYSE:VICI)
VICI Properties offers a 6.5% dividend yield with a strong, consistent dividend growth history and robust coverage ratios, suggesting it belongs on a "Dividend Dean's List." The company's intrinsic value is calculated at $31.66, which is above its current price, indicating potential for both yield and capital appreciation. While there is concentration risk due to its exposure to Las Vegas, management's plans for diversification and VICI's overall financial health help mitigate these concerns.