VICI Properties is under pressure as its two largest tenants, Caesars and MGM, undergo significant changes—Caesars is going private with increased debt, and MGM failed in its buyout attempt. Rising Treasury yields above 5% and a modest 2.2% dividend increase weaken VICI's traditional income model. The company's valuation suggests a fair price around $21 per share, about 12% below current market levels. Concerns over tenant concentration, slowing cash flow growth, and increased mezzanine lending have led analysts to issue a Sell rating despite a 7.7% dividend yield.
VICI Properties trades at USD 23.55 on Pluang as of Sep 28, 2026 19:01 WIB, near its 52-week low of USD 23.27. The stock's dividend yield stands at 7.83%, slightly above the article's 7.7% figure. VICI's market cap is USD 25.89 billion, reflecting steady investor interest despite recent tenant concerns.
Century Casinos has agreed to sell its racing and gaming operations at Century Mile Racetrack and Casino in Edmonton and Century Downs Racetrack and Casino in Calgary to Highfield Investment Group for approximately $16.4 million CAD. This sale will r...
Analysts have mixed views on VICI Properties, a REIT focused on gaming and hospitality properties, with some lowering price targets due to refinancing costs and rent growth limits. Despite these concerns, the company maintains strong fundamentals inc...
