VICI
VICI PROPERTIES INC.
$28.52
+1.53%
$30.5B
No data for this timeframe.
Vol
Market Cap$30.5B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (74%)
Inst. Holders50 funds
Inst. Value$18.4B
Inst. Activity30 buys / 20 sells
Reddit Sentiment50° Neutral
SEC Reports4
Congressional1 trades
Recent Activity
Jun 12, 2026
short_volume
Short Volume: VICI — 57.8% short (2.1M / 3.6M)
Short: 2,099,410 | Exempt: 93 | TRF Vol: 3,631,422 | Short Ratio: 57.8% | Off-exchange volume (dark
Jun 1, 2026
Insider
Pitoniak Edward Baltazar gifted 20,000 shares
Chief Executive Officer
Apr 28, 2026
Insider
Cantor Diana F was granted 7,546 shares
Director
Apr 28, 2026
Insider
ABRAHAMSON JAMES R was granted 7,546 shares
Director
Mar 16, 2026
SEC
VICI Properties Inc. has filed its definitive proxy statement (DEFA14A) for the 2026 Annual Meeting, which includes prop
DEFA14A — Impact 3/10
Mar 9, 2026
SEC
VICI PROPERTIES INC. has announced the effectiveness of its registration statement on Form S-4, indicating that a previo
EFFECT — Impact 4/10
Feb 28, 2026
SEC
Three major institutions — Norges Bank, Fidelity, and RenTech — collectively added $631.8 million in new positions in VI
INST-CLUSTER — Impact 8/10
Inst.
Capital Research Global Investors — TRIM
17,966,558 shares ($490.8M)
Price Targets
$34.17
+19.8% upside
Buy
Current $28.52
Low $29.00
Median $34.00
High $39.00
23 analysts
$29.00
$39.00
Analyst Ratings
8Strong Buy
15Buy
8Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 12, 2026 | Scotiabank | MAINTAIN | Sector Perform → Sector Perform |
| Apr 21, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
| Mar 11, 2026 | Mizuho | DOWNGRADE | Outperform → Neutral |
| Mar 2, 2026 | Baird | MAINTAIN | Outperform → Outperform |
| Feb 2, 2026 | Scotiabank | DOWNGRADE | Sector Outperform → Sector Perform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.71 ▼ -1.4% | $0.71 — $0.71 | -14% YoY | 2 |
| Next Q | $0.71 ▼ -1.4% | $0.71 — $0.71 | -0% YoY | 2 |
| Current FY | $2.90 ▲ +0.7% | $2.85 — $2.94 | 11% YoY | 2 |
| Next FY | $2.94 ▼ -0.5% | $2.93 — $2.94 | 1% YoY | 2 |
Latest Reports
NEUTRAL
DEFA14A
3/10
VICI Properties Inc. has filed its definitive proxy statement (DEFA14A) for the 2026 Annual Meeting, which includes prop
Mar 16, 2026
NEUTRAL
EFFECT
4/10
VICI PROPERTIES INC. has announced the effectiveness of its registration statement on Form S-4, indicating that a previo
Mar 9, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $3.5B | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.3B | — |
| STATE STREET CORP | $1.8B | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.7B | — |
| Allianz Asset Management GmbH | $845.8M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 1, 2026 | Pitoniak Edward | G | $0.00 |
| Apr 28, 2026 | Cantor Diana | A | $0.00 |
| Apr 28, 2026 | ABRAHAMSON JAMES | A | $0.00 |
| Apr 28, 2026 | Holland Elizabeth | A | $0.00 |
| Apr 28, 2026 | Douglas Monica | A | $0.00 |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
Congressional Trades
1 members: 1 buys, 0 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Gilbert Cisneros | D | BUY | $1,001 - $15,000 |
50 institutional holders with $18.4B total value (672,006,256 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 30 institutions added/increased vs 20 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 129,471,926 | $3.5B | 19.2% | — |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 83,944,809 | $2.3B | 12.5% | — |
| 3 | STATE STREET CORP | 64,235,647 | $1.8B | 9.7% | — |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 63,857,566 | $1.7B | 9.5% | — |
| 5 | Allianz Asset Management GmbH | 30,960,260 | $845.8M | 4.6% | — |
| 6 | BANK OF AMERICA CORP /DE/ | 27,948,502 | $763.6M | 4.2% | — |
| 7 | Capital Research Global Investors | 17,966,558 | $490.8M | 2.7% | TRIM -33.1% |
| 8 | Invesco Ltd. | 17,030,484 | $465.3M | 2.5% | — |
| 9 | DIMENSIONAL FUND ADVISORS LP | 15,457,602 | $422.3M | 2.3% | — |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 14,419,817 | $393.9M | 2.1% | — |
| 11 | Legal & General Group Plc | 13,925,091 | $380.4M | 2.1% | — |
| 12 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 10,598,950 | $289.6M | 1.6% | — |
| 13 | HSBC HOLDINGS PLC | 9,652,545 | $263.8M | 1.4% | — |
| 14 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 8,929,246 | $250.1M | 1.4% | ADD +45.5% |
| 15 | MORGAN STANLEY | 9,064,351 | $247.6M | 1.3% | — |
| 16 | GOLDMAN SACHS GROUP INC | 8,799,268 | $240.4M | 1.3% | — |
| 17 | FMR LLC | 8,063,452 | $220.3M | 1.2% | — |
| 18 | LOS ANGELES CAPITAL MANAGEMENT LLC | 7,871,258 | $215.0M | 1.2% | NEW |
| 19 | Nuveen, LLC | 7,702,660 | $210.4M | 1.1% | — |
| 20 | CIBC Bancorp USA Inc. | 6,919,705 | $189.0M | 1.0% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Capital Research Global Investors | TRIM | 26,852,486 | 17,966,558 | -33.1% | $490.8M | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | ADD | 6,135,676 | 8,929,246 | +45.5% | $250.1M | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | NEW | — | 7,871,258 | — | $215.0M | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | DOUBLED | 560,076 | 4,552,599 | +712.9% | $124.4M | 2026-Q1 |
| HighTower Advisors, LLC | ADD | 3,338,936 | 4,354,207 | +30.4% | $119.0M | 2026-Q1 |
| DEUTSCHE BANK AG\ | ADD | 2,896,246 | 3,999,750 | +38.1% | $109.3M | 2026-Q1 |
| FRANKLIN RESOURCES INC | ADD | 2,671,295 | 3,434,959 | +28.6% | $93.8M | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | TRIM | 4,059,652 | 2,877,697 | -29.1% | $78.6M | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC | DOUBLED | 1,109,194 | 2,355,097 | +112.3% | $64.3M | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | ADD | 1,102,498 | 2,019,422 | +83.2% | $55.2M | 2026-Q1 |
| SEI INVESTMENTS CO | ADD | 1,123,419 | 1,762,068 | +56.8% | $48.1M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | 2,297,169 | 1,599,611 | -30.4% | $43.7M | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL | DOUBLED | 770,237 | 1,596,697 | +107.3% | $43.6M | 2026-Q1 |
| Gotham Asset Management, LLC | ADD | 919,062 | 1,586,201 | +72.6% | $43.3M | 2026-Q1 |
| CI INVESTMENTS INC. | TRIM | 3,769,334 | 1,351,930 | -64.1% | $36.9M | 2026-Q1 |
| NATIXIS | NEW | — | 999,185 | — | $27.3M | 2026-Q1 |
| BNP Paribas Asset Management Holding S.A. | TRIM | 2,313,636 | 985,284 | -57.4% | $26.9M | 2026-Q1 |
| Allspring Global Investments Holdings, LLC | ADD | 757,775 | 976,977 | +28.9% | $26.8M | 2026-Q1 |
| Freestone Grove Partners LP | NEW | — | 731,781 | — | $20.0M | 2026-Q1 |
| Cerity Partners LLC | ADD | 412,678 | 626,821 | +51.9% | $17.1M | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | TRIM | 887,864 | 608,999 | -31.4% | $16.6M | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | TRIM | 891,188 | 569,366 | -36.1% | $15.3M | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | DOUBLED | 256,366 | 561,273 | +118.9% | $15.3M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | NEAR_EXIT | 2,726,029 | 541,129 | -80.1% | $14.8M | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | TRIM | 799,900 | 532,500 | -33.4% | $14.5M | 2026-Q1 |
11 unique insiders with 28 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 1, 2026 | Pitoniak Edward Baltazar | Chief Executive Officer | GIFT | 20,000 | — | — |
| Apr 28, 2026 | Cantor Diana F | Director | AWARD | 7,546 | — | — |
| Apr 28, 2026 | ABRAHAMSON JAMES R | Director | AWARD | 7,546 | — | — |
| Apr 28, 2026 | Holland Elizabeth I | Director | AWARD | 7,546 | — | — |
| Apr 28, 2026 | Douglas Monica Howard | Director | AWARD | 7,546 | — | — |
| Apr 28, 2026 | Rumbolz Michael D | Director | AWARD | 7,546 | — | — |
| Apr 28, 2026 | MACNAB CRAIG | Director | AWARD | 7,546 | — | — |
| Apr 1, 2026 | Douglas Monica Howard | Director | AWARD | 151 | — | — |
| Apr 1, 2026 | Rumbolz Michael D | Director | AWARD | 320 | — | — |
| Apr 1, 2026 | MACNAB CRAIG | Director | AWARD | 412 | — | — |
| Apr 1, 2026 | ABRAHAMSON JAMES R | Director | AWARD | 914 | — | — |
| Apr 1, 2026 | Holland Elizabeth I | Director | AWARD | 247 | — | — |
| Apr 1, 2026 | Cantor Diana F | Director | AWARD | 480 | — | — |
| Feb 24, 2026 | Wasserman Gabriel | Chief Accounting Officer | AWARD | 5,071 | — | — |
| Feb 24, 2026 | KIESKE DAVID ANDREW | Chief Financial Officer | AWARD | 38,150 | — | — |
| Feb 24, 2026 | Pitoniak Edward Baltazar | Chief Executive Officer | AWARD | 105,068 | — | — |
| Feb 24, 2026 | Payne John W R | President and COO | AWARD | 31,724 | — | — |
| Feb 24, 2026 | Gallagher Samantha Sacks | General Counsel and EVP | AWARD | 30,309 | — | — |
| Feb 23, 2026 | Wasserman Gabriel | Chief Accounting Officer | TAX W/H | 1,105 | $30.09 | $33.2K |
| Feb 23, 2026 | Payne John W R | President and COO | TAX W/H | 4,577 | $30.09 | $137.7K |
| Feb 23, 2026 | Gallagher Samantha Sacks | General Counsel and EVP | TAX W/H | 4,671 | $30.09 | $140.6K |
| Feb 23, 2026 | Pitoniak Edward Baltazar | Chief Executive Officer | TAX W/H | 26,901 | $30.09 | $809.5K |
| Feb 23, 2026 | KIESKE DAVID ANDREW | Chief Financial Officer | TAX W/H | 6,797 | $30.09 | $204.5K |
| Feb 20, 2026 | Pitoniak Edward Baltazar | Chief Executive Officer | TAX W/H | 10,640 | $29.87 | $317.8K |
| Feb 20, 2026 | Payne John W R | President and COO | TAX W/H | 2,827 | $29.87 | $84.4K |
| Feb 20, 2026 | KIESKE DAVID ANDREW | Chief Financial Officer | TAX W/H | 4,488 | $29.87 | $134.1K |
| Feb 20, 2026 | Wasserman Gabriel | Chief Accounting Officer | TAX W/H | 625 | $29.87 | $18.7K |
| Feb 20, 2026 | Gallagher Samantha Sacks | General Counsel and EVP | TAX W/H | 3,554 | $29.87 | $106.2K |
4 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 5.5/10.
NEUTRAL
DEFA14A
3/10
VICI Properties Inc. has filed its definitive proxy statement (DEFA14A) for the 2026 Annual Meeting,
Mar 16, 2026
NEUTRAL
EFFECT
4/10
VICI PROPERTIES INC. has announced the effectiveness of its registration statement on Form S-4, indi
Mar 9, 2026
BULLISH
INST-CLUSTER
8/10
Three major institutions — Norges Bank, Fidelity, and RenTech — collectively added $631.8 million in
Feb 28, 2026
BULLISH
8-K
7/10
VICI Properties reported solid full-year 2025 results with revenue up 4.1% and AFFO per share up 5.1
Feb 25, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (74% buy). Based on 31 analysts: 8 strong buy, 15 buy, 8 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$34.17 mean target
+19.8% upside
Buy (1.79)
$29.00 Low
$39.00 High
| Metric | Value |
|---|---|
| Current Price | $28.52 |
| Target Low | $29.00 |
| Target Mean | $34.17 |
| Target Median | $34.00 |
| Target High | $39.00 |
| # Analysts | 23 |
| Recommendation | Buy (1.79) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.71 | $0.71 | $0.71 | -14.0% | -1.4% | 0↑ 1↓ | $1.0B | 4.2% | 2 |
| Next Q 2026-09-30 |
$0.71 | $0.71 | $0.71 | -0.5% | -1.4% | 0↑ 1↓ | $1.1B | 4.5% | 2 |
| Current FY 2026-12-31 |
$2.90 | $2.85 | $2.94 | 10.5% | +0.7% | 0↑ 1↓ | $4.2B | 4.4% | 2 |
| Next FY 2027-12-31 |
$2.94 | $2.93 | $2.94 | 1.4% | -0.5% | 1↑ 1↓ | $4.3B | 4.0% | 2 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.710 | |
| 7d ago | $0.710 | |
| 30d ago | $0.720 | -0.010 |
| 60d ago | $0.720 | -0.010 |
| 90d ago | $0.720 | -0.010 |
4 analyst firms have rated this stock: 0 upgrades, 2 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 12, 2026 | Scotiabank | MAINTAIN | Sector Perform | Sector Perform |
| Apr 21, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Mar 11, 2026 | Mizuho | DOWNGRADE | Outperform | Neutral |
| Mar 2, 2026 | Baird | MAINTAIN | Outperform | Outperform |
| Feb 2, 2026 | Scotiabank | DOWNGRADE | Sector Outperform | Sector Perform |
| Dec 17, 2025 | Mizuho | MAINTAIN | Outperform | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 8 | 15 | 8 | 0 | 0 | 74% | |
| May 1, 2026 | 8 | 15 | 8 | 0 | 0 | 74% | |
| Apr 1, 2026 | 8 | 15 | 8 | 0 | 0 | 74% | |
| Mar 1, 2026 | 8 | 16 | 7 | 0 | 0 | 77% | |
| Feb 1, 2026 | 8 | 16 | 7 | 0 | 0 | 77% | |
| Jan 1, 2026 | 8 | 18 | 5 | 0 | 0 | 84% |
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 1 buys, 0 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jan 9, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | VICI Properties Inc | Feb 16, 2026 (39d) |
50°
Neutral
Bearish
Neutral
Bullish
1 mentions
0 bullish
0 bearish
1 time period
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Feb 16, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
Jun 12, 2026
short_volume
Short Volume: VICI — 57.8% short (2.1M / 3.6M)
Short: 2,099,410 | Exempt: 93 | TRF Vol: 3,631,422 | Short Ratio: 57.8% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: VICI — 60.9% short (1.4M / 2.3M)
Short: 1,391,341 | Exempt: 297 | TRF Vol: 2,284,472 | Short Ratio: 60.9% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: VICI — 55.7% short (1.1M / 2.0M)
Short: 1,116,562 | Exempt: 4,366 | TRF Vol: 2,003,897 | Short Ratio: 55.7% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: VICI — 58.7% short (1.4M / 2.4M)
Short: 1,409,456 | Exempt: 1,434 | TRF Vol: 2,401,732 | Short Ratio: 58.7% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: VICI — 57.6% short (1.5M / 2.6M)
Short: 1,524,852 | Exempt: 596 | TRF Vol: 2,649,097 | Short Ratio: 57.6% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: VICI — 55.2% short (0.9M / 1.6M)
Short: 864,785 | Exempt: 947 | TRF Vol: 1,566,274 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: VICI — 55.9% short (0.8M / 1.4M)
Short: 764,803 | Exempt: 0 | TRF Vol: 1,368,254 | Short Ratio: 55.9% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: VICI — 69.7% short (1.5M / 2.1M)
Short: 1,497,330 | Exempt: 1 | TRF Vol: 2,147,435 | Short Ratio: 69.7% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: VICI — 56.6% short (1.1M / 2.0M)
Short: 1,147,161 | Exempt: 739 | TRF Vol: 2,026,455 | Short Ratio: 56.6% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: VICI — 5.1M shares, 76,659 trades
Week starting 2026-05-18. Total ATS volume: 5,142,618 shares across 76,659 trades.
May 15, 2026
short_volume
Short Volume: VICI — 60.8% short (1.6M / 2.6M)
Short: 1,563,977 | Exempt: 20 | TRF Vol: 2,574,302 | Short Ratio: 60.8% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: VICI — 59.0% short (1.4M / 2.4M)
Short: 1,407,563 | Exempt: 2,960 | TRF Vol: 2,384,367 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: VICI — 8.0M shares, 93,660 trades
Week starting 2026-05-11. Total ATS volume: 7,960,880 shares across 93,660 trades.
May 8, 2026
short_volume
Short Volume: VICI — 55.6% short (0.9M / 1.6M)
Short: 896,393 | Exempt: 601 | TRF Vol: 1,613,607 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
May 4, 2026
short_volume
Short Volume: VICI — 56.6% short (1.2M / 2.2M)
Short: 1,219,237 | Exempt: 2,992 | TRF Vol: 2,152,962 | Short Ratio: 56.6% | Off-exchange volume (dark pool + OTC)