Lido Advisors LLC Sells 19,920 Shares of VICI Properties Inc. $VICI

Lido Advisors LLC cut its holdings in shares of VICI Properties Inc. (NYSE:VICI) by 59.2% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 13,747 shares of the company’s stock after selling 19,920 shares during the period. Lido Advisors LLC’s holdings in VICI Properties were worth $380,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in VICI. Bayban bought a new position in shares of VICI Properties during the fourth quarter valued at $25,000. Dynamic Wealth Strategies LLC bought a new stake in shares of VICI Properties in the first quarter worth $25,000. State of Wyoming bought a new stake in shares of VICI Properties in the second quarter worth $26,000. Evolution Wealth Management Inc. acquired a new stake in VICI Properties in the fourth quarter valued at $28,000. Finally, Headlands Technologies LLC acquired a new stake in VICI Properties in the second quarter valued at $28,000. 97.71% of the stock is owned by institutional investors.

Key VICI Properties News

Here are the key news stories impacting VICI Properties this week:

• Positive Sentiment: Raised AFFO outlook: VICI now expects 2026 AFFO of approximately $2.45–$2.47 per share, with management raising the low end of its prior range. The outlook reflects lease growth, relationship-driven investments and continued capital deployment. VICI Properties Q2 Earnings Call Highlights AFFO Outlook Raise
• Positive Sentiment: Revenue exceeded expectations: Second-quarter revenue rose to roughly $1.1 billion, supported by lease escalators, acquisitions and broader investment activity. Quarterly FFO was $0.62 per share, up from $0.60 a year earlier, while adjusted funds from operations met consensus estimates. VICI Properties’ Q2 FFO Meets Estimates, Revenues Beat on Lease Growth
• Positive Sentiment: New growth opportunities: VICI is funding a $75 million Club Med St. Croix build-to-suit project, adding another long-term real estate investment. The company is also partnering with a casino operator on a potential Las Vegas NBA arena, creating longer-term development optionality, though no final project commitment was reported. VICI signals 2026 AFFO and Club Med project
• Neutral Sentiment: Management emphasized tenant relationships, portfolio diversification and disciplined capital allocation. These initiatives support long-term growth but may take time to produce material earnings benefits. VICI Properties Q2 2026 Earnings Call Transcript
• Negative Sentiment: Limited earnings upside: FFO and AFFO generally met, rather than decisively exceeded, expectations, and some analysts said the revised 2026 guidance failed to impress. The stock remains below its 50-day and 200-day moving averages, reflecting ongoing valuation and interest-rate sensitivity. VICI’s Q2 earnings and updated guidance

Analysts Set New Price Targets

Several brokerages have commented on VICI. Weiss Ratings reaffirmed a “hold (c)” rating on shares of VICI Properties in a report on Wednesday, June 24th. Robert W. Baird set a $32.00 price target on VICI Properties in a research note on Thursday. Barclays lowered their price objective on VICI Properties from $34.00 to $31.00 and set an “overweight” rating for the company in a research report on Wednesday, July 22nd. Wells Fargo & Company cut their price objective on VICI Properties from $29.00 to $27.00 and set an “equal weight” rating on the stock in a research note on Wednesday, July 15th. Finally, Deutsche Bank Aktiengesellschaft set a $30.00 target price on VICI Properties in a report on Friday. Six research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $31.54.

VICI Properties Price Performance

Shares of NYSE VICI opened at $26.39 on Friday. The company has a market capitalization of $29.06 billion, a PE ratio of 10.23 and a beta of 0.65. The company has a quick ratio of 3.62, a current ratio of 1.98 and a debt-to-equity ratio of 0.57. VICI Properties Inc. has a twelve month low of $25.82 and a twelve month high of $34.01. The firm has a fifty day simple moving average of $27.10 and a 200 day simple moving average of $28.05.

VICI Properties (NYSE:VICI) last issued its quarterly earnings results on Wednesday, April 29th. The company reported $0.82 EPS for the quarter, beating analysts’ consensus estimates of $0.71 by $0.11. VICI Properties had a net margin of 67.50% and a return on equity of 9.66%. The business had revenue of $1.02 billion for the quarter, compared to analysts’ expectations of $1.01 billion. During the same quarter in the prior year, the firm posted $0.58 earnings per share. The business’s quarterly revenue was up 3.5% compared to the same quarter last year. On average, sell-side analysts forecast that VICI Properties Inc. will post 2.46 EPS for the current year.

VICI Properties Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, July 9th. Stockholders of record on Thursday, June 18th were paid a $0.45 dividend. This represents a $1.80 dividend on an annualized basis and a dividend yield of 6.8%. The ex-dividend date of this dividend was Thursday, June 18th. VICI Properties’s payout ratio is currently 69.77%.

About VICI Properties

VICI Properties (NYSE: VICI) is a publicly traded real estate investment trust (REIT) that specializes in experiential real estate, with a primary focus on gaming, hospitality and entertainment assets. The company acquires, owns and manages a portfolio of destination properties and leases those assets to operators under long-term agreements, generating rental income and partnering on property development and capital projects. VICI was formed in connection with the restructuring of Caesars Entertainment and has since grown through acquisitions and strategic transactions to expand its footprint in the gaming and leisure sector.

The company’s portfolio is concentrated in major U.S.