VICI PROPERTIES DL -,01 WKN: A2H5U8 ISIN: US9256521090 Kürzel: VICI Forum: Aktien Thema: Hauptdiskussion

Kaufen, dipt aber trotzdem heute auf 25€ meine prediction und dann ab montag rasant hoch wieder

https://www.finanznachrichten.de/nachrichten-2025-10/66843506-vici-properties-inc-profit-advances-in-q3-beats-estimates-020.htm

Delivers Steady Growth, Raises Guidance, Announces New Tenant A solid quarter for VICI, demonstrating the stability of its business model. The company delivered predictable growth in revenue and earnings, raised the low end of its full-year guidance, and announced its 8th consecutive annual dividend increase. A new tenant relationship with Clairvest for the MGM Northfield Park property is a positive development, showing proactive portfolio management. Bull Case: Bulls will point to the strong 5.3% year-over-year growth in AFFO per share, the dividend hike, and the tightened, slightly raised guidance as clear signs of execution. The business model is working exactly as advertised: delivering consistent, compounding returns for shareholders. Bear Case: Bears might note that growth is steady but not explosive. The only new deal announced is a tenant transition rather than a net new acquisition, highlighting a potentially challenging environment for large-scale external growth. The health of the broader consumer, particularly in Las Vegas, remains a background concern. Overall, the bull case is more compelling this quarter. VICI is successfully navigating the current environment, generating growth internally and through its existing pipeline, and rewarding shareholders. Themes, Drivers, and Concerns Here is an update on the key themes from the prior quarter and new developments from this quarter’s release. 🟢 Total Return and Dividend Growth: Management’s focus on total return (dividend + growth) continues to materialize. The company announced its 8th consecutive annual dividend increase, with a 4.0% year-over-year hike. This is well-supported by the 5.3% YoY growth in AFFO per share. 🟢 New Tenant Relationship: Subsequent to the quarter’s end, VICI announced a new lease agreement with Clairvest for the MGM Northfield Park property. This is a significant positive, as it diversifies the tenant roster and demonstrates VICI’s ability to manage asset transitions smoothly when an operator (MGM) divests a property. 🟢 Guidance Update: VICI tightened its full-year 2025 AFFO guidance and raised the low end. This signals management’s increased confidence in hitting its financial targets for the year. 🟡 Las Vegas Market Normalization: Last quarter, management acknowledged a temporary slowdown in Las Vegas visitation but remained confident in the long-term outlook. The Q3 release did not provide an update on this, so it remains a key topic for the earnings call. VICI’s long-term leases provide strong insulation, but the health of its operators is always important. 🟡 Pace of External Growth: In Q2, management noted that credit opportunities were more plentiful than fee-simple real estate transactions. The lack of a major new acquisition announcement this quarter suggests the market for large sale-leaseback deals remains competitive or slow. The pipeline will be a key area of focus. Main Questions for the Earnings Call The Clairvest transaction for Northfield Park successfully transitions an asset to a new tenant. Could you provide more color on your pipeline for net-new acquisitions and whether the environment for large sale-leasebacks is improving? Last quarter, you discussed a temporary moderation in the Las Vegas market. What are your latest observations on the health of Las Vegas, and have you seen any change in the investment plans of your tenants there? With the dividend increase and the stock yielding over 5%, how do you view the trade-off between returning capital to shareholders versus retaining cash for new investments in the current rate environment? Clairvest is a new relationship and your 14th tenant. What was attractive about them as a partner, and what is your strategy for further diversifying your operator base away from the largest public players?

VICI Properties, $VICI, Q3-25. Results: 📊 Adj. EPS: $0.60 🔴 💰 Revenue: $1.01B 🟢 📈 Net Income: $762M 🔎 AFFO per share grew 5.3% as VICI announced its 8th consecutive annual dividend increase.

Im USD Chart ist ja ein schöner aufwärtstrend könnte da drauf dippen so um die 25€ dann würde da noch ne posi kaufen ansonsten bei 30 wieder ein Teil stutzen das wird schon

Verstehe das ganze auch gerade nicht so wirklich bin fast 8% im Minus. Mal sehen was die nächsten Zahlen bringen

schon traurig, ein solider Titel, der allerdings einfach nur nach unten rutscht. da hilft die Senkung der Zinsen weshalb auch immer nicht weiter.

Welche findest spannend im Moment wenn man fragen darf?

Wobei ist aktuell spannendere Reits auf der Liste habe. Hier gab's die letzten Jahre eher "nur" die Dividende

Mal bisschen was aufgeladen. Nette divi

Nochmal nachgelegt heute jetzt auch schon 190stk das Ding ist so wertvoll in meinem 7 Einzelaktien Depot die 2. Größte Position bringt Ruhe rein und kein zykliker, in Vegas geht immer die Post ab außer sowas wie ne globale Krise wo man nicht reisen darf kommt wieder

Bin seit nem halben Jahr mit 200 Stück drin und bin plus minus null vom Kurs her aber schon 2 x die Dividende mitgenommen. Bin auch noch gespannt was so passiert. Aber für mich ist die Aktie ein solider Dividenden Lieferant

ich hoffe, dass die Zinssenkungen bald den Kurs zum positiven beeinflussen

Erneut eine Dividenden-Erhöhung :-) https://seekingalpha.com/news/4492244-vici-properties-raises-quarterly-dividend-by-4-to-045share

Wenn man sich den us Kurs ansieht, haben wir immerhin knapp 12% dieses Jahr gemacht, plus Dividende. Das Problem ist der Wechselkurs.