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Investors with an interest in REIT and Equity Trust - Other stocks have likely encountered both Gaming and Leisure Properties (GLPI - Free Report) and Omega Healthcare Investors (OHI - Free Report) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.

Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, while our Style Scores work to identify stocks with specific traits.

Right now, both Gaming and Leisure Properties and Omega Healthcare Investors are sporting a Zacks Rank of #2 (Buy). The Zacks Rank favors stocks that have recently seen positive revisions to their earnings estimates, so investors should rest assured that both of these companies have improving earnings outlooks. However, value investors will care about much more than just this.

Value investors also try to analyze a wide range of traditional figures and metrics to help determine whether a company is undervalued at its current share price levels.

The Value category of the Style Scores system identifies undervalued companies by looking at a number of key metrics. These include the long-favored P/E ratio, P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that help us determine a company's fair value.

GLPI currently has a forward P/E ratio of 10.91, while OHI has a forward P/E of 15.72. We also note that GLPI has a PEG ratio of 1.94. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. OHI currently has a PEG ratio of 2.07.

Another notable valuation metric for GLPI is its P/B ratio of 2.52. The P/B ratio is used to compare a stock's market value with its book value, which is defined as total assets minus total liabilities. For comparison, OHI has a P/B of 2.76.

Based on these metrics and many more, GLPI holds a Value grade of B, while OHI has a Value grade of C.

Both GLPI and OHI are impressive stocks with solid earnings outlooks, but based on these valuation figures, we feel that GLPI is the superior value option right now.

Income investors got a mixed setup heading into the back half of 2026. Long rates are still stubborn, credit spreads are tight, and dividend growth has slowed at many blue chips.

WYOMISSING, Pa., July 01, 2026 (GLOBE NEWSWIRE) -- Gaming and Leisure Properties, Inc. (NASDAQ: GLPI) announced today that the Company will release its 2026 second quarter financial results after the market close on Thursday, July 30, 2026. The Company will host a conference call at 10:00 a.m. ET on Friday, July 31, 2026.

During the conference call, Peter M. Carlino, Chairman and Chief Executive Officer, and senior management, will review the quarter’s results and performance, discuss recent events and conduct a question-and-answer period.

Webcast:
The conference call will be available in the Investor Relations section of the Company’s website at www.glpropinc.com. To listen to a live broadcast, go to the site at least 15 minutes prior to the scheduled start time in order to register, download and install any necessary audio software. A replay of the call will also be available for 90 days on the Company’s website.

To Participate in the Telephone Conference Call:
Dial in at least five minutes prior to start time.
Domestic: 1-877/407-0784
International: 1-201/689-8560

Conference Call Playback:
Domestic: 1-844/512-2921
International: 1-412/317-6671
Passcode: 13761467
The playback can be accessed through Friday, August 7, 2026.

About Gaming and Leisure Properties
GLPI is engaged in the business of acquiring, financing, and owning real estate property to be leased to gaming operators in triple-net lease arrangements, pursuant to which the tenant is responsible for all facility maintenance, insurance required in connection with the leased properties and the business conducted on the leased properties, taxes levied on or with respect to the leased properties and all utilities and other services necessary or appropriate for the leased properties and the business conducted on the leased properties.

Contact:
Gaming and Leisure Properties, Inc.                
Carlo Santarelli, SVP - Corporate Strategy & Investor Relations
610-378-8232
[email protected]

Investor Relations
Joseph Jaffoni, Christin Armacost at JCIR
212-835-8500
[email protected]

Posted by Defense World Staff on Apr 3rd, 2026

Aspire Private Capital LLC lessened its stake in Gaming and Leisure Properties, Inc. (NASDAQ:GLPI – Free Report) by 72.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 5,809 shares of the real estate investment trust’s stock after selling 15,218 shares during the period. Aspire Private Capital LLC’s holdings in Gaming and Leisure Properties were worth $260,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Spire Wealth Management increased its position in shares of Gaming and Leisure Properties by 62.3% during the third quarter. Spire Wealth Management now owns 620 shares of the real estate investment trust’s stock worth $29,000 after acquiring an additional 238 shares during the period. MassMutual Private Wealth & Trust FSB grew its stake in Gaming and Leisure Properties by 89.3% in the third quarter. MassMutual Private Wealth & Trust FSB now owns 655 shares of the real estate investment trust’s stock worth $31,000 after purchasing an additional 309 shares in the last quarter. Quent Capital LLC bought a new position in Gaming and Leisure Properties in the third quarter worth approximately $31,000. Bayforest Capital Ltd increased its holdings in Gaming and Leisure Properties by 412.1% during the 3rd quarter. Bayforest Capital Ltd now owns 676 shares of the real estate investment trust’s stock worth $32,000 after purchasing an additional 544 shares during the period. Finally, Elevation Point Wealth Partners LLC purchased a new position in Gaming and Leisure Properties during the 2nd quarter worth $39,000. Institutional investors own 91.14% of the company’s stock.

Insider Activity In other news, CFO Desiree A. Burke sold 9,804 shares of the company’s stock in a transaction on Friday, February 27th. The stock was sold at an average price of $49.02, for a total transaction of $480,592.08. Following the transaction, the chief financial officer directly owned 128,352 shares of the company’s stock, valued at approximately $6,291,815.04. This represents a 7.10% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, SVP Steven Ladany sold 13,409 shares of the stock in a transaction on Wednesday, January 7th. The shares were sold at an average price of $45.04, for a total value of $603,941.36. Following the sale, the senior vice president owned 57,886 shares of the company’s stock, valued at approximately $2,607,185.44. This represents a 18.81% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 48,412 shares of company stock valued at $2,282,027 in the last ninety days. 4.26% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades GLPI has been the subject of several research reports. Stifel Nicolaus set a $48.50 target price on Gaming and Leisure Properties in a report on Thursday, February 12th. Barclays cut their price target on Gaming and Leisure Properties from $53.00 to $52.00 and set an “overweight” rating on the stock in a research note on Friday, March 13th. Royal Bank Of Canada upped their price objective on shares of Gaming and Leisure Properties from $53.00 to $54.00 and gave the stock an “outperform” rating in a research note on Monday, February 23rd. UBS Group reiterated a “buy” rating on shares of Gaming and Leisure Properties in a report on Thursday, January 8th. Finally, Scotiabank raised their target price on shares of Gaming and Leisure Properties from $48.00 to $50.00 and gave the company a “sector perform” rating in a research report on Tuesday, March 10th. Six equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $52.32.

Get Our Latest Report on GLPI

Gaming and Leisure Properties Trading Up 0.2% Shares of NASDAQ:GLPI opened at $44.42 on Friday. Gaming and Leisure Properties, Inc. has a 12-month low of $41.17 and a 12-month high of $50.89. The business’s fifty day simple moving average is $46.63 and its 200-day simple moving average is $45.42. The company has a market capitalization of $12.58 billion, a PE ratio of 15.26, a P/E/G ratio of 1.97 and a beta of 0.68. The company has a current ratio of 3.84, a quick ratio of 3.84 and a debt-to-equity ratio of 1.45.

Gaming and Leisure Properties (NASDAQ:GLPI – Get Free Report) last released its quarterly earnings results on Thursday, February 19th. The real estate investment trust reported $0.99 EPS for the quarter, topping the consensus estimate of $0.98 by $0.01. Gaming and Leisure Properties had a return on equity of 17.10% and a net margin of 52.24%.The firm had revenue of $407.03 million during the quarter, compared to analyst estimates of $406.02 million. During the same period in the previous year, the company posted $0.95 EPS. The business’s revenue for the quarter was up 4.5% compared to the same quarter last year. Gaming and Leisure Properties has set its FY 2026 guidance at 4.060-4.110 EPS. As a group, equities research analysts predict that Gaming and Leisure Properties, Inc. will post 3.81 earnings per share for the current fiscal year.

Gaming and Leisure Properties Dividend Announcement The company also recently announced a quarterly dividend, which was paid on Friday, March 27th. Investors of record on Friday, March 13th were given a dividend of $0.78 per share. The ex-dividend date of this dividend was Friday, March 13th. This represents a $3.12 dividend on an annualized basis and a yield of 7.0%. Gaming and Leisure Properties’s dividend payout ratio is presently 107.22%.

Gaming and Leisure Properties Profile (Free Report)

Gaming and Leisure Properties, Inc (NASDAQ: GLPI) is a real estate investment trust (REIT) specializing in the ownership and management of gaming and entertainment properties. Established in 2013 as a spin-off from Penn National Gaming, the company was designed to acquire and hold real estate assets associated with casinos, racetracks and other gaming facilities, while leasing those assets back to operating partners under long-term, triple-net lease agreements.

The company’s core activities involve identifying attractive gaming real estate, structuring lease agreements that align tenant incentives with property performance, and actively managing its portfolio to enhance asset value.

See Also Five stocks we like better than Gaming and Leisure Properties Want to see what other hedge funds are holding GLPI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Gaming and Leisure Properties, Inc. (NASDAQ:GLPI – Free Report).

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Dividend raises mean something right now.

These are companies saying that they are going to make more money in the year ahead in the face of everything that is happening around the globe.

Let’s review six upcoming dividend raises—stocks paying up to 7.2% today!—dished by companies with the audacity to continue collecting cash regardless of what the world has in store for them.

“Frontrunning” these announcements, by the way, can be an excellent way to generate returns. As these dividends pop they will act like “magnets” pulling these associated stock prices higher. Post-raise we’ll often see that the current yields are unchanged. Why? Because the stock already rallied in tandem with the payout hike.

6 Dividend Raises To Watch For In The Next Few WeeksNasdaq (NDAQ)
Dividend Yield: 1.3%
2025 Increase: 12.5%
Projected Q2 Distribution Announcement: Late April

Nasdaq (NDAQ) is the eponymous company behind the Nasdaq Stock Market exchange and the Nasdaq Composite index—and quite a bit more that most investors might not know. It also operates the Philadelphia and Boston stock exchanges, as well as seven European stock exchanges. And it’s the name behind Verafin (financial crime management solutions), AxiomSL (risk data management and regulatory reporting), and Calypso (capital markets and treasury solutions).

MORE FOR YOU

Despite being all of the above and more, NDAQ’s performance over the very long term has looked mighty similar to its tech-heavy market index—which is, to say, outstanding. That success finally translated into a dividend starting in 2012.

NDAQ Dividend Magnet

Ycharts

That dividend growth has largely been brisk, and included a 12.5% boost a year ago, to 27 cents per share quarterly. That amounts to less than 30% of Nasdaq’s projected profits for this year—plenty of runway to keep the pedal down should it raise again, which based on past announcements would happen sometime in late April.

The 1.3% yield isn’t much to look at, but that’s largely because of the aforementioned stock success. But it’s relatively elevated currently thanks to a double-digit decline in 2026, courtesy of the AI-linked clobbering of software stocks this year. NDAQ might have been thrown out with the bathwater. The Nasdaq is working on launching 23/5 stock trading, tokenizing markets, adding daily expirations for single-stock options, and more—and is looking to incorporate artificial intelligence into its own solutions. All of this led the company to raise its medium-term Solutions guidance from 8%-11% average annual growth to 9%-12% growth while keeping its expense forecast level.

Synchrony Financial (SYF)
Dividend Yield: 1.8%
2025 Increase: 20.0%
Projected Q2 Distribution Announcement: Late April

Synchrony Financial (SYF) is a credit company that’s happy to work in the limelight. Once a subsidiary of General Electric (GE)’s GE Capital until its 2014 spinoff and initial public offering (IPO), Synchrony provides credit cards, commercial credit products and consumer installment loans.

It does virtually all of this under other brands: Perhaps most notable is the CareCredit health and wellness credit cards, but it also provides payments and financing solutions for companies including Walgreens (WBA), American Eagle (AEO), Dick’s Sporting Goods (DKS), Polaris (PII), and more.

Synchrony’s dividend has more than doubled over the past decade, but SYF is hardly a habitual dividend raiser. In fact, it failed to increase its distribution as recently as 2024; when it did in 2023, it did so in July. But its 2025 hike came in late April, so that’s where I’ll be looking for another potential hike.

SYF’s dividend history doesn’t really turn up any patterns, but there’s still reason to believe that any raise could be substantial.

SYF Dividend Magnet

Ycharts

For one, Synchrony is paying out just 13% of estimated 2026 earnings as cash distributions. SYF’s profits can be highly variable, so management is likely to keep a conservative payout ratio—but even then, the company has plenty more room to expand that dividend.

Also, most of Synchrony’s largest hikes have occurred in and around its most profitable years, and SYF is coming off a strong 2025 that admittedly saw modest growth but still produced elevated top and bottom lines near the top of its long-term range.

Victory Capital Holdings (VCTR)
Dividend Yield: 3.0%
2025 Increase: 4.2%
Projected Q2 Distribution Announcement: Early May

Victory Capital Holdings (VCTR) is an investment manager that provides specialized investment strategies to institutions, retirement platforms and individual investors.

Specifically, it offers mutual funds, ETFs, separately managed accounts, alternative investments, private funds, brokerage services and more. And it does so through a variety of brands it has picked up through its acquisitive history, including Integrity Asset Management (acquired through the purchase of Munder Capital Management) and WestEnd Advisors, among others. Perhaps most notable, though, is Victory Income Investors—the rebrand of USAA Asset Management Company, which it acquired in 2019.

VCTR was on the precipice of another blockbuster this year, making an $8.6 billion bid to acquire Janus Henderson in February, then sweetening the deal in March. But it ultimately withdrew, ceding Janus to a bid from Trian Fund Management and General Catalyst.

That’s not to say Victory is going to take all the cash earmarked for that acquisition and push it into the dividend—VCTR is a habitual buyer. But it is due.

I last looked at Victory Capital a year ago, and at the time, it was still in the midst of a yearslong streak of consecutive quarterly dividend hikes. It kept on that schedule for one more quarter … but the dividend has remained flat since then. That said, we’re nearing the one-year mark, and VCTR has never gone longer than a year without raising the payout.

The time to keep our eyes peeled is early May.

Paychex (PAYX)
Dividend Yield: 4.7%
2025 Increase: 10.2%
Projected Q2 Distribution Announcement: Early May

Paychex (PAYX) is one of the world’s largest payroll companies, operating not just in the U.S., but also Europe and India.

It’s best known for providing payroll processing, employee payment and payroll tax administration services, but it also offers employee benefit administration services, human resources (HR) support, insurance services, and more.

Paychex has a longstanding dividend dating back to 1988, with a long history of “good behavior” from a Dividend Magnet perspective.

PAYX Dividend Magnet

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The drivers of this drop should be no surprise. As the job market goes, so goes Paychex, so investor fears of a “white-collar” recession have hammered PAYX shares.

Bottom-line growth did stall out in 2025, and in fact, earnings actually tapered off for the full year. But the top line continued to grow, and the company has still managed to exceed estimates over the past few quarters. Meanwhile, Wall Street is forecasting high-single-digit to low-double-digit earnings expansion for this year and next, so it’s possible the bear market in PAYX is more vibes than substance.

What’s more curious—and why I’ll be watching Paychex in early May, when it tends to announce its dividend increases—is its payout aggression. Last year, it hiked the dividend by a little over 10% … when doing so put its payout ratio above 85% based on 2025 estimates. It’s a little under 80% of 2026 targets, so a slowdown in payout growth would be a safe assumption anyways. But PAYX’s next dividend announcement could still tell us much about management’s confidence in the current employment environment.

Gaming and Leisure Properties (GLPI)
Dividend Yield: 7.0%
2025 Increase: 2.6%
Projected Q2 Distribution Announcement: Mid-May

Subscribers to my Hidden Yields service might be familiar with Gaming and Leisure Properties (GLPI)—a casino and gaming REIT with 71 assets under brands such as Caesars Entertainment (CZR), PENN Entertainment (PENN), Boyd Gaming (BYD), and more.

Gaming and Leisure Properties stands out from other gaming names in that it has extremely little exposure to the hub of American casinos, Las Vegas. Its only Vegas chip was the Tropicana—which Bally’s knocked down last year. (However, GLPI still owns the land, which now is the site of an under-construction stadium for Major League Baseball’s Athletics). Instead, its land is spread across 21 states, from New Mexico to Ohio to Rhode Island.

We held GLPI for a little more than a year between 2023 and 2024 before collecting a tidy profit. And despite selling just as the Fed started cutting its target rate (generally good for REITs), the stock—even including its sizable dividend—has been just under breakeven since then.

GLPI Dividend Magnet

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GLPI’s portfolio is well-diversified in the gaming space, and the company added to it in February with the $700 million purchase of Bally’s Lincoln (Rhode Island), which could offer additional growth. The dividend, meanwhile, is easily covered at 76% of adjusted funds from operations (AFFO) estimates.

We’ll likely see whether the REIT’s short five-year dividend-growth streak continues later this quarter, as its next dividend announcement should come in mid-May.

Global Partners LP (GLP)
Dividend Yield: 7.2%
2025 Increase: 5.0% (across four hikes)
Projected Q2 Distribution Announcement: Mid-April

If we drop the “I,” we get our final potential dividend raiser: Global Partners LP (GLP).

Global Partners LP is a smaller, niche energy midstream and downstream name that works in liquid energy terminals, fueling locations and “retail experiences.” It operates across five divisions: Commercial, which provides fuel to commercial and government customers; Wholesale, which delivers fuels to resale customers; Retail, which includes more than 300 convenience markets under the Alltown, Alltown Fresh, JiffyMart, and other brands; Terminals, which involves 55 owned and operated terminals; and Real Estate Ventures, which develops properties.

GLP is a brand that’s sure to feel at least some pinch—that is, rising fuel retail prices could hamper its Gasoline Distribution and Station Operations (GSDO), which likely were looking at a weak Q1 anyways given a worse-than-usual winter.

I’m curious to see whether a more difficult environment further slows an already decelerating dividend. Global Partners is a quarterly raiser, but the rate of growth has dwindled from 2 cents per quarter in 2023, to 1 cent in 2024, to half-cent hikes across 2025.

Also, any improvement upon what is already a 7%-plus yield is certainly a welcome one.

Brett Owens is Chief Investment Strategist for Contrarian Outlook. For more great income ideas, get your free copy his latest special report: How to Live off Huge Monthly Dividends (up to 8.2%) — Practically Forever.

Key Takeaways Intuit shows earnings acceleration, with projected EPS growth of 14.9% for the current year.ANI Pharmaceuticals posts 13.9% expected EPS growth, driven by its branded and generic drug portfolio.Gaming and Leisure Properties projects 4.6% EPS growth from its gaming real estate model. As April began, astute investors started looking for companies demonstrating steady earnings growth as a sign of solid profitability. However, even more impactful is earnings acceleration, which often serves as a stronger catalyst for driving stock prices higher. Studies indicate that the top-performing stocks typically exhibit earnings acceleration before their share prices begin to rise. 

To that end, Intuit Inc. (INTU - Free Report) , ANI Pharmaceuticals, Inc. (ANIP - Free Report) and Gaming and Leisure Properties, Inc. (GLPI - Free Report) are showing strong earnings acceleration this month.

Understanding Earnings Acceleration Earnings acceleration is the incremental growth in a company’s earnings per share (EPS). In other words, if a company’s quarter-over-quarter earnings growth rate increases within a stipulated time frame, it can be called earnings acceleration.

In the case of earnings growth, you pay for something that is already reflected in the stock price. However, earnings acceleration helps identify stocks that haven’t yet caught investors' attention and, once secured, will invariably lead to a rally in share price. This is because earnings acceleration considers both the direction and magnitude of growth rates. 

An increasing percentage of earnings growth means that the company is fundamentally sound and has been on the right track for a considerable period. Meanwhile, a sideways percentage of earnings growth indicates a period of consolidation or slowdown, while a decelerating percentage of earnings growth may drag prices down. 

Screening Parameters Using Research Wizard:Look at stocks for which the last two quarter-over-quarter percentage EPS growth rates exceed the previous periods’ growth rates. The projected EPS growth rates for the upcoming quarter are expected to exceed those of prior periods. 

EPS % Projected Growth (Q1)/(Q0) greater than EPS % Growth (Q0)/(Q-1): The projected growth rate for the current quarter (Q1) over the completed quarter (Q0) has to be greater than the growth rate from the completed quarter (Q0) over one quarter ago (Q-1).

EPS % Growth (Q0)/(Q-1) greater than EPS % Growth (Q-1)/(Q-2): The growth rate for the completed quarter (Q0) over one quarter ago (Q-1) has to be greater than the growth rate from one quarter ago (Q-1) over two quarters ago (Q-2). 

EPS % Growth (Q-1)/(Q-2) greater than EPS % Growth (Q-2)/(Q-3): The growth rate from one quarter ago (Q-1) over two quarters ago (Q-2) has to be greater than the growth rate from two quarters ago (Q-2) over three quarters ago (Q-3). 

In addition to this, we have added the following parameters: 

Current Price greater than or equal to $5: This screens out low-priced stocks. 

Average 20-day volume greater than or equal to 50,000: High trading volume implies that the stocks have adequate liquidity. 

The above criteria narrowed the universe of around 7,735 stocks to only three. Here are the stocks: 

IntuitIntuit offers financial management, payments, capital, compliance and marketing services in the United States. INTU’s expected earnings growth rate for the current year is 14.9%. Currently, the company has a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. 

ANI Pharmaceuticals ANI Pharmaceuticals is a biopharmaceutical company that develops, manufactures, and markets branded and generic drugs in the U.S. and globally. ANIP’s expected earnings growth rate for the current year is 13.9%. Presently, the company has a Zacks Rank #2.  

Gaming and Leisure Properties Gaming and Leisure Properties acquires, finances and owns real estate leased to gaming operators. GLPI’s expected earnings growth rate for the current year is 4.6%. Currently, the company has a Zacks Rank #2.  

Investors looking for stocks in the REIT and Equity Trust - Other sector might want to consider either Alpine Income (PINE - Free Report) or Gaming and Leisure Properties (GLPI - Free Report) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.

Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank is a proven strategy that targets companies with positive earnings estimate revision trends, while our Style Scores work to grade companies based on specific traits.

Both Alpine Income and Gaming and Leisure Properties have a Zacks Rank of #2 (Buy) right now. The Zacks Rank favors stocks that have recently seen positive revisions to their earnings estimates, so investors should rest assured that both of these companies have improving earnings outlooks. But this is just one factor that value investors are interested in.

Value investors also tend to look at a number of traditional, tried-and-true figures to help them find stocks that they believe are undervalued at their current share price levels.

Our Value category grades stocks based on a number of key metrics, including the tried-and-true P/E ratio, the P/S ratio, earnings yield, and cash flow per share, as well as a variety of other fundamentals that value investors frequently use.

PINE currently has a forward P/E ratio of 9.52, while GLPI has a forward P/E of 11.73. We also note that PINE has a PEG ratio of 1.36. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. GLPI currently has a PEG ratio of 2.08.

Another notable valuation metric for PINE is its P/B ratio of 1. The P/B ratio is used to compare a stock's market value with its book value, which is defined as total assets minus total liabilities. For comparison, GLPI has a P/B of 2.69.

These metrics, and several others, help PINE earn a Value grade of B, while GLPI has been given a Value grade of C.

Both PINE and GLPI are impressive stocks with solid earnings outlooks, but based on these valuation figures, we feel that PINE is the superior value option right now.

Gaming and Leisure Properties (GLPI - Free Report) came out with quarterly funds from operations (FFO) of $1.02 per share, beating the Zacks Consensus Estimate of $1.01 per share. This compares to FFO of $0.96 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an FFO surprise of +1.32%. A quarter ago, it was expected that this real estate investment trust would post FFO of $0.98 per share when it actually produced FFO of $0.99, delivering a surprise of +1.02%.

Over the last four quarters, the company has surpassed consensus FFO estimates three times.

Gaming and Leisure Properties, which belongs to the Zacks REIT and Equity Trust - Other industry, posted revenues of $419.99 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 0.75%. This compares to year-ago revenues of $395.23 million. The company has topped consensus revenue estimates two times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future FFO expectations will mostly depend on management's commentary on the earnings call.

Gaming and Leisure Properties shares have added about 3.2% since the beginning of the year versus the S&P 500's gain of 4.3%.

What's Next for Gaming and Leisure Properties?While Gaming and Leisure Properties has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's FFO outlook. Not only does this include current consensus FFO expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Gaming and Leisure Properties was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus FFO estimate is $1.02 on $421.56 million in revenues for the coming quarter and $4.07 on $1.69 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, REIT and Equity Trust - Other is currently in the top 23% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Sunstone Hotel Investors (SHO - Free Report) , another stock in the same industry, has yet to report results for the quarter ended March 2026. The results are expected to be released on May 5.

This hotel real estate investment trust is expected to post quarterly earnings of $0.22 per share in its upcoming report, which represents a year-over-year change of +4.8%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Sunstone Hotel Investors' revenues are expected to be $242.74 million, up 3.7% from the year-ago quarter.

Gaming and Leisure Properties is reiterated as a Buy, supported by robust Q1 results and an attractive, sustainable 6.6% dividend yield. GLPI raised 2026 AFFO guidance to $1.212–$1.223 billion, reflecting strong rent hikes, acquisitions, and further supporting their $1.8 billion growth pipeline through 2027. Balance sheet remains solid with $274.5 million in cash, no debt maturities until 2028 following the recent debt issuance, and leverage at 4.96x, maintaining flexibility for expansion and dividend hikes.

We are changing our recommendation of Gaming and Leisure Properties, Inc. (GLPI) to a Hold, reflecting a fair valuation relative to invested capital. GLPI currently generates a healthy 163 bps investment spread, but its 160.72% enterprise value to invested capital signals slight overvaluation. GLPI's stable rent collection and low beta (0.67 since 2022) offer defensive attributes, but tenant concentration and non-investment grade exposure pose difficult to quantify risks.

Investors with an interest in REIT and Equity Trust - Other stocks have likely encountered both Cousins Properties (CUZ - Free Report) and Gaming and Leisure Properties (GLPI - Free Report) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.

The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, while our Style Scores work to identify stocks with specific traits.

Currently, Cousins Properties has a Zacks Rank of #2 (Buy), while Gaming and Leisure Properties has a Zacks Rank of #3 (Hold). Investors should feel comfortable knowing that CUZ likely has seen a stronger improvement to its earnings outlook than GLPI has recently. However, value investors will care about much more than just this.

Value investors also try to analyze a wide range of traditional figures and metrics to help determine whether a company is undervalued at its current share price levels.

The Style Score Value grade factors in a variety of key fundamental metrics, including the popular P/E ratio, P/S ratio, earnings yield, cash flow per share, and a number of other key stats that are commonly used by value investors.

CUZ currently has a forward P/E ratio of 8.81, while GLPI has a forward P/E of 11.38. We also note that CUZ has a PEG ratio of 1.91. This popular figure is similar to the widely-used P/E ratio, but the PEG ratio also considers a company's expected EPS growth rate. GLPI currently has a PEG ratio of 1.97.

Another notable valuation metric for CUZ is its P/B ratio of 0.94. Investors use the P/B ratio to look at a stock's market value versus its book value, which is defined as total assets minus total liabilities. By comparison, GLPI has a P/B of 2.61.

Based on these metrics and many more, CUZ holds a Value grade of B, while GLPI has a Value grade of C.

CUZ is currently sporting an improving earnings outlook, which makes it stick out in our Zacks Rank model. And, based on the above valuation metrics, we feel that CUZ is likely the superior value option right now.