Stock Ratings / Financials / GLPI / insiders

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Gaming and Leisure Properties Inc. (GLPI) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$38.98 -1.29% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $38.82

Gaming and Leisure Properties Inc. (GLPI) carries a Roarable Rating of C (Hold) with 65/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.

📊 Historical Track Record: Scores of 65/100 (C) historically posted market-perform odds over rolling 90-day windows (+1.3% avg 90D alpha vs SPY) →

ROARABLE C • HOLD / WATCH Cap $11.49B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on GLPI Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is GLPI stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-02, Gaming and Leisure Properties Inc. (NASDAQ: GLPI) is rated C (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 65/100 at a spot price of $38.98 (-1.29% 1D, market cap $11.49B). Pillar breakdown: Fundamental Cash Engine 17/20, Institutional 13F & Options Flow 7/20, Executive Insider Alignment 15/20, FRED Macro Regime Fit 10/20, and SEC Balance-Sheet Forensics 16/20. Across 1096 tracked Financials issuers, GLPI ranks #274 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does GLPI compare to ELS and UDR in the Financials sector?

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Within the Financials sector (Real Estate Investment Trusts), GLPI carries a Roarable C (65/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of 14.8%. By comparison, ELS (Equity Lifestyle Properties Inc.) holds a C- grade (60/100 RQD, P/E 28.5x, ROIC 11.4%, cap $11.46B) and UDR (UDR Inc.) posts a C grade (63/100 RQD, P/E 30.1x, ROIC 7.3%, cap $11.38B). Among the 5-stock peer group, ELS leads on earnings multiple (28.5x) while GLPI leads on capital efficiency (14.8% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for GLPI?

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Per GLPI's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001575965), Gaming and Leisure Properties Inc. generated $1.59B in revenue (+4.1% YoY), $825 in net income, and $1.06B in free cash flow against $12.91B in total assets and $3.56B in total debt. Key quantitative strengths: Strong cash generator (steady margins)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $38.82 (-0.42%)🧬 Cannibal Buyback (-2.36% YoY Shares)⚙️ Cash Engine: 17/20 (A-) • 66.3% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 65/100 (C) historically posted market-perform odds over rolling 90-day windows (+1.3% avg 90D alpha vs SPY • 55.6% hit rate — wait for RQD ≥ 70 breakout).

Audit Bucket Track Record →

RQD QUANT TACHOMETERHOLD / WATCH • C

2-of-3 JEV AI Jury Bullish

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw C+ · Rk C

Each axis scored 0–20

12M PRICE TARGET CONE+3.2% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for GLPI)Realized 20D OHLCV Swing Band: ±4.5%

Deterministic 5-Pillar Attribution (65/100 Composite)

🔍 WHY GLPI SCORES 65/100 (C) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Cash Engine Quality+17/20 pts (26% of score)

SEC XBRL FY 2025 (10-K): 66.3% FCF Margin ($1.06B FCF) & 52% Gross Margin

▲ #2 Bullish Driver: Insider Conviction & Share Dilution+16/20 pts (25% of score)

SEC Form 4 / 13F Thermometer: 80% Net Buy • Cannibal Buyback (-2.36% YoY Shares)

▼ #1 Drag / Risk Factor: Whale & Options Positioning7/20 pts (-13 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-13 pts vs max)

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade C$38.35+2.1% Next Q

Q2 (-2Q)

Grade C$39.14-0.8% Next Q

Q3 (-1Q)

Grade C+$38.81+0.4% Next Q

Current

Grade C$38.98+1.3% Hist 90D α

Trajectory: C (57) → C (65)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the GLPI Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 65/100 (C) score, GLPI faces multiple-compression risk if current valuation multiples re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Sensitive to high interest rates and tighter Federal Reserve market liquidity.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.36% YoY Shares) — any gross margin slip below 49.5% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($39.74) or 200D SMA ($44.46) invalidates the momentum regime and cuts Target Base ($40.21) toward Bear Floor ($31.36).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $GLPI• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “GLPI Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”

YES 65%NO 35%Trade / Inspect Odds →

SEC FORM 4 × 13F HEDGE FUNDS × CONGRESSIONAL STOCK ACT

GLPI Smart-Money Thermometer: HEAVY INSIDER & 13F ACCUMULATION

Explore All 13F & Congress Whales →

▲ Disclosed Buys: 0 ($0)▼ Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (GLPI)

No recent open-market Form 4 cluster sales or emergency dumps flagged on GLPI. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk

Scheduled RQD Strong Buys & Whale Accumulation Briefing (GLPI Tape Review)

✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
✓Forensic Red-Light accounting & dilution traps to review on your watchlist
✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?

Join Founding VIP Waitlist (No Card Required) →$100K Arena

GLPI // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -17.62%⚡ TESTING RESISTANCE

2026-11-02O $38.45H $39.49L $38.45C $38.98VOL 2.13M

RES: $39.53SUP: $35.46SMA50: $39.74SMA200: $44.46

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

GLPI Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 GLPI Butterfly Map → + Track GLPI →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

4.4%/yr Implied 5Y Growth

vs. +4.1% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on GLPI today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for GLPI. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for GLPI today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (GLPI)

Financials Rank #274 of 1096 ⚔️ ELS vs GLPI Full Matrix →

1. Head-to-Head Financials Peer Comparison (GLPI vs. ELS, UDR, AMH, EGP)

Industry: Real Estate Investment Trusts (172 Tracked Issuers)

Across 1096 tracked Financials securities in the Roarable RQD universe, Gaming and Leisure Properties Inc. (GLPI) ranks #274 by composite RQD confidence (65/100, grade C) and #167 by equity capitalization ($11.49B). Within this direct 5-issuer industry benchmark cohort, ELS leads on earnings valuation at 28.5x trailing P/E, while GLPI leads on capital efficiency and profitability with 14.8% ROIC and — gross margin. EGP currently holds the highest overall quantitative score in the immediate peer group at 66/100 (C+) compared with GLPI at 65/100 (C).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
GLPI ACTIVE Gaming and Leisure Properties Inc.	C	65/100	—	—	14.8%	-1.29%	$11.49B	Benchmark Subject
ELS Equity Lifestyle Properties Inc.	C-	60/100	28.5x	—	11.4%	+0.31%	$11.46B	/els-vs-glpi →
UDR UDR Inc.	C	63/100	30.1x	—	7.3%	+0.28%	$11.38B	/udr-vs-glpi →
AMH American Homes 4 Rent Common	C	62/100	32.8x	—	3.8%	+0.13%	$11.34B	/amh-vs-glpi →
EGP EastGroup Properties Inc.	C+	66/100	41.7x	—	5.8%	-0.46%	$10.74B	/egp-vs-glpi →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001575965

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Gaming and Leisure Properties Inc. (GLPI) reported GAAP revenue of $1.59B (+4.1% vs. FY2024 revenue of $1.53B ) , GAAP net income of $825, operating cash flow of $1.13B, and free cash flow of $1.06B (+5.4% YoY). On the balance sheet, GLPI closed FY2025 with $12.91B in total assets against $3.56B in total debt (Altman Z-Score: N/A, Piotroski F-Score: 9/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$1.59B	$825	$1.13B	$1.06B	$12.91B	$3.56B
FY2024 (FY)	2024-12-31	$1.53B	$785	$1.07B	$1.00B	$13.08B	$3.79B
FY2023 (FY)	2023-12-31	$0	$734	$1.01B	$1.01B	$6.32B	$1.48B

3. GLPI Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is GLPI stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does GLPI compare to ELS and UDR in the Financials sector?

What are the biggest fundamental strengths and SEC risk factors for GLPI?

Where is GLPI trading relative to its 50-day, 200-day, and 52-week technical levels?

GLPI last traded at $38.98 (-1.29% on volume of 3,014,913 shares), positioning the stock -1.91% below its 50-day simple moving average ($39.74) and -12.33% below its 200-day simple moving average ($44.46). Across its 52-week range of $37.33 to $49.95, GLPI sits at the 13.1% percentile with a 14-day RSI of 52.4 (NEUTRAL RANGE) and an implied next-earnings move of ±4.5% ($37.23 to $40.73).

GLPI Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Are GLPI insiders and hedge funds buying or selling?

Roarable's SEC Form 4 and 13F Whale Thermometer currently classifies GLPI leadership and institutional positioning as: HEAVY INSIDER & 13F ACCUMULATION.

Direct Sub-Reports: GLPI RQD Cockpit GLPI 12M Forecast GLPI Earnings & Move GLPI Dividends & DRIP GLPI Insiders & 13F GLPI Whale Options GLPI Profit Sankey GLPI News & Why

ROARABLE RATING BRIEF • RQD 65/100 (C) ✓ STAGE-C NUMBER FIREWALL VERIFIED

GLPI — Gaming and Leisure Properties Inc.: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5

As of: 2026-11-02T15:15:50Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, GLPI scores 65 out of 100, a C grade labeled "Roarable Hold — Fair / Balanced Risk-Reward." The five pillars break down as follows: the fundamental cash engine scores 17 of 20 (ROIC 14.8%; FCF yield 9.21%), which is the strongest contributor and suggests the business converts operating results into free cash flow efficiently. Insider conviction scores 16 of 20, reflecting SEC Form 4 and Congressional PTR cluster flow as described in the rating. The forensic balance sheet scores 15 of 20 (Altman Z 2.5; Piotroski F 9/9; Debt/Equity 0.5), indicating a financially sound profile on these measures. Macro regime fit scores 10 of 20 (Beta 1.16; sector sensitivity), a more modest reading signaling moderate exposure to market swings. Whale 13F flow scores only 7 of 20 (institutional accumulation and options positioning), the weakest pillar and a signal that institutional momentum is not strongly supportive at present.

For a prospective investor evaluating the stock today, the upside drivers are the cash-generation and balance-sheet pillars, while the valuation tradeoff is reflected in a 7.59% dividend yield alongside an EV/EBITDA of 10.5 and a weak institutional flow reading. The overall verdict of "Hold" reflects that strengths in cash generation and forensic health are offset by limited institutional conviction and moderate macro sensitivity. This is an analytical framing of the source data, not personalized financial advice.

Financial Trend

Period	Revenue	Operating Income	Net Income	EPS	FCF	Cash	Debt
FY 2025	$1594.8M	$1201.5M	$0.0M	N/A	$1057.7M	N/A	$3555.6M
FY 2024	$1531.5M	$1130.7M	$0.0M	N/A	$1003.9M	N/A	$3793.7M
FY 2023	$0.0M	$1068.7M	$0.0M	N/A	$1009.4M	N/A	$1478.6M

Per the SEC financials, operating income rose from $1068.7M in FY 2023 to $1201.5M in FY 2025, and FCF moved from $1009.4M to $1057.7M over the same span. The market data reports an operating margin of 75% and a net margin of 0%, with a gross margin of 0%; these figures are presented as stated and are internally inconsistent with net income figures of $0.0M in the financials, which the source does not reconcile. Per the Roarable RQD rating, the Altman Z-Score is 2.5 and the Piotroski F-Score is 9/9, with Debt/Equity at 0.5. Reported debt declined from $3793.7M in FY 2024 to $3555.6M in FY 2025.

Recent Catalysts & News Wire Analysis

Per the recent news feed, several headlines carry RISK WATCH flags: one reports the stock slipping as Q3 results flag tenant risk, and another reports a 12-month price target cut to $50.59 implying 28% upside. Headlines flagged CATALYST include a piece on the dividend's payout ratio history and a Seeking Alpha note describing the stock as a buy-the-dip opportunity with a rating upgrade. A MARKET WIRE item reports Q3 earnings details, and a separate MARKET WIRE item reports Q3 revenue of $435.4M against a FactSet estimate of $436.3M. Per the Butterfly Supply-Chain Graph, no supply-chain links or proprietary signals are recorded for GLPI.

Open Questions

What are the reported EPS and net income figures, given that the financials show N/A for EPS and $0.0M for net income while the market data reports a 0% net margin alongside a 75% operating margin?
What is the identity and exposure of the tenants flagged in the Q3 tenant-risk headline?
What drives the institutional whale 13F flow score of 7 of 20, and what are the underlying accumulation or options positioning details?
What is the dividend's sustainability given the headline-referenced 80% payout ratio, and how is the payout calculated?
Why does the financials table show FY 2023 revenue as $0.0M while FY 2023 operating income is $1068.7M?

GLPI Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Gaming and Leisure Properties Inc. (GLPI) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to GLPI Debate Forum (3) ↓

🔴 RISK WATCH Yahoo Finance • 14h ago

Gaming And Leisure Properties (GLPI) Stock Slips As Q3 Results Flag Tenant Risk

Yahoo Finance report covering Gaming and Leisure Properties Inc. (GLPI) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST 24/7 Wall St. • 17h ago

From 2020 Collapse to 80% Payout Ratio: Is GLPI’s Dividend Truly Bulletproof?

24/7 Wall St. report covering Gaming and Leisure Properties Inc. (GLPI) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST Seeking Alpha • 20h ago

Gaming and Leisure Properties Is A Buy-The-Dip Opportunity (Rating Upgrade) (NASDAQ:GLPI)

Seeking Alpha report covering Gaming and Leisure Properties Inc. (GLPI) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔴 RISK WATCH TradingView • 23h ago

Gaming and Leisure Properties, Inc. Stock 12‑Month Price Target Cut to $50.59, Implies 28% Upside

TradingView report covering Gaming and Leisure Properties Inc. (GLPI) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE www.pmg-ky3.com • 1d ago

Gaming and Leisure Properties: Q3 Earnings Snapshot

www.pmg-ky3.com report covering Gaming and Leisure Properties Inc. (GLPI) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE www.marketscreener.com • 1d ago

Earnings Flash (GLPI) Gaming and Leisure Properties, Inc. Reports Q3 Revenue $435.4M, vs. FactSet Est of $436.3M

www.marketscreener.com report covering Gaming and Leisure Properties Inc. (GLPI) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 1d ago

Gaming and Leisure Properties: 3 Key Takeaways for Long-Term Investors

Yahoo Finance report covering Gaming and Leisure Properties Inc. (GLPI) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE TradingView • 1d ago

Gaming and Leisure Properties Q3 Earnings Call Highlights

TradingView report covering Gaming and Leisure Properties Inc. (GLPI) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

GLPI Bull vs. Bear Conversation Board — What's Your Call at $38.98?

🐂 50% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON GLPI 🐻 50% BEARISH CONVICTION

RO RoarDesk_Moderator Roarable Research Desk ⚖️ DEBATE HOST 🎯 Target: $42.65 (+8.0%)

📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is GLPI (C • RQD 65/100) a Buy at $39.49?

Welcome to the GLPI (Gaming and Leisure Properties Inc.) Roar Pit. Current RQD Composite is 65/100 (Roarable Hold — Fair / Balanced Risk-Reward) in Real Estate Investment Trusts. Bulls point to capital efficiency (14.8% ROIC), while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

SK SkepticalCFA Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $30.41 (-23.0%)

Spot @ $39.49

Pump the brakes on GLPI — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on GLPI, but look at what you are paying: current EV/EBITDA multiples with tightening sector spreads. Unless Gaming and Leisure Properties Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

QU QuantViper Verified K Arena Trader 🐂 BULLISH 🎯 Target: $45.81 (+16.0%)

Spot @ $39.49

GLPI cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on GLPI, the market is fixating on short-term headline noise in Real Estate Investment Trusts and ignoring the balance sheet and cash flow trajectory. At $39.49 (52-wk range $37.33 - $49.95), any beat on forward guidance forces shorts and underweight funds to chase.