Market Cap
$25.3B
VICI
VICI PROPERTIES INC.
$22.81 ▲ +0.33%
Prev close $22.73Market cap$25.3B
ConsensusBuy
12-mo target$31.67 (+38.9%)
▲ Bullish
Analyst conviction 7/10
High Impact Filing (8/10)33 New Institutional Positions17 Institutional Exits Real Estate
Snapshot
The big-picture read on VICI right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (72%)
Inst. Holders
50 funds
Inst. Value
$21.1B
Inst. Activity
33 buys / 17 sells
Social Sentiment
79° Bullish
SEC Reports
4
Congressional
1 trades
Price chart 30d -11.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 24, 2026 Insider
Sullivan John M was granted 5,562 shares
Director
Sep 17, 2026 short_volume
Short Volume: VICI — 59.9% short (1.9M / 3.1M)
Short: 1,860,152 | Exempt: 19,017 | TRF Vol: 3,103,861 | Short Ratio: 59.9% | Off-exchange volume (d
Jul 1, 2026 Insider
Rumbolz Michael D was granted 327 shares
Director
Jul 1, 2026 Insider
Holland Elizabeth I was granted 252 shares
Director
Jun 30, 2026 Inst.
NORGES BANK — NEW
14,474,088 shares ($384.3M)
Jun 30, 2026 Inst.
FMR LLC — ADD
13,110,556 shares ($348.1M)
Jun 15, 2026 Event
Mar 16, 2026 SEC DICLOFENAC POTASSIUM
BOXED WARNING WARNING: RISK OF SERIOUS CARDIOVASCULAR AND GASTROINTESTINAL EVENTS Cardiovascular Thr
VICI Properties Inc. has filed its definitive proxy statement (DEFA14A) for the 2026 Annual Meeting, which includes prop
DEFA14A — Impact 3/10
Analyst ratings buy % -14.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
72% rate it Buy or better · 32 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Sep 24, 2026 | JP Morgan | DOWNGRADE | Neutral | 55% |
| Sep 24, 2026 | Scotiabank | MAINTAIN | Sector Perform | 56% |
| Sep 21, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Sep 15, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Sep 2, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Sep 1, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 10, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Jul 22, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 15, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 15 | 9 | 0 | 0 | 72% | |
| Aug 1, 2026 | 8 | 15 | 9 | 0 | 0 | 72% | |
| Jul 1, 2026 | 8 | 15 | 9 | 0 | 0 | 72% | |
| 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% |
Price targets
Where 24 covering analysts think VICI trades over the next 12 months.
$31.67 +38.9% upside Strong Buy
Current$22.81 Low$26.00 Median$31.50 High$38.00 24 analysts
$26.00$38.00
Analyst rating Buy· 1.9/5 as of Oct 2, 2026
Social media sentiment mood +13.6%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
79°
Bullish
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
4 SEC filing reports analyzed · 2 bullish, 0 bearish, 0 mixed, 2 neutral · avg impact 5.5/10.
NEUTRALDEFA14A3/10
VICI Properties Inc. has filed its definitive proxy statement (DEFA14A) for the 2026 Annual Meeting,
Mar 16, 2026
NEUTRALEFFECT4/10
VICI PROPERTIES INC. has announced the effectiveness of its registration statement on Form S-4, indi
Mar 9, 2026
BULLISHINST-CLUSTER8/10
Three major institutions — Norges Bank, Fidelity, and RenTech — collectively added $631.8 million in
Feb 28, 2026
BULLISH8-K7/10
VICI Properties reported solid full-year 2025 results with revenue up 4.1% and AFFO per share up 5.1
Feb 25, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 17, 2026
short_volume
Short Volume: VICI — 59.9% short (1.9M / 3.1M)
Short: 1,860,152 | Exempt: 19,017 | TRF Vol: 3,103,861 | Short Ratio: 59.9% | Off-exchange volume (dark pool + OTC)
Sep 16, 2026
short_volume
Short Volume: VICI — 64.1% short (2.4M / 3.7M)
Short: 2,374,556 | Exempt: 2,136 | TRF Vol: 3,703,945 | Short Ratio: 64.1% | Off-exchange volume (dark pool + OTC)
Sep 11, 2026
ftd
FTD: VICI — 161,901 shares ($4.0M) failed to deliver
Settlement: 20260911, Price: $24.73, FTD Value: $4,003,811.73, VICI PPTYS INC
Sep 10, 2026
short_volume
Short Volume: VICI — 56.2% short (2.8M / 4.9M)
Short: 2,758,958 | Exempt: 7,393 | TRF Vol: 4,905,539 | Short Ratio: 56.2% | Off-exchange volume (dark pool + OTC)
Sep 9, 2026
ftd
FTD: VICI — 27,104 shares ($0.7M) failed to deliver
Settlement: 20260909, Price: $25.27, FTD Value: $684,918.08, VICI PPTYS INC
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.72 | $0.72–$0.72 | 0.9% | +1.4% | — | $1.1B | 1 |
| Next Q | $0.73 | $0.73–$0.73 | 28.9% | +2.1% | — | $1.1B | 1 |
| Current FY | $2.75 | $2.75–$2.75 | 5.0% | -5.0% | — | $4.2B | 1 |
| Next FY | $2.99 | $2.99–$2.99 | 8.7% | +1.9% | — | $4.4B | 1 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.720 | — |
| 7d ago | $0.710 | +0.010 |
| 30d ago | $0.710 | +0.010 |
| 60d ago | $0.710 | +0.010 |
| 90d ago | $0.710 | +0.010 |
Institutional ownership
Which big funds own VICI (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $21.1B total value (790,087,871 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 33 institutions added/increased vs 17 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 129,333,957 | $3.4B | 16.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 86,343,952 | $2.3B | 10.9% | — |
| STATE STREET CORP | 67,155,780 | $1.8B | 8.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 65,331,968 | $1.7B | 8.2% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 40,211,201 | $1.1B | 5.2% | — |
| Allianz Asset Management GmbH | 31,527,182 | $837.0M | 4.0% | — |
| BANK OF AMERICA CORP /DE/ | 29,329,887 | $778.7M | 3.7% | — |
| JPMORGAN CHASE & CO | 21,119,533 | $574.0M | 2.7% | — |
| Invesco Ltd. | 17,376,791 | $461.4M | 2.2% | — |
| NORTHERN TRUST CORP | 16,413,021 | $435.8M | 2.1% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 14,474,088 | — | $384.3M |
| FMR LLC | ADD | 8,063,452 | 13,110,556 | +62.6% | $348.1M |
| Capital Research Global Investors | TRIM | 17,966,558 | 8,927,019 | -50.3% | $237.0M |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | ADD | 4,709,810 | 6,272,252 | +33.2% | $166.5M |
| Qube Research & Technologies Ltd | ADD | 2,819,933 | 5,444,042 | +93.1% | $144.5M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | TRIM | 7,871,258 | 4,853,126 | -38.3% | $128.9M |
| BNP Paribas Asset Management Holding S.A. | DOUBLED | 985,284 | 4,492,324 | +355.9% | $119.3M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | TRIM | 6,597,111 | 4,343,600 | -34.2% | $115.3M |
| Vinva Investment Management Ltd | DOUBLED | 662,356 | 3,532,550 | +433.3% | $96.0M |
| CREDIT AGRICOLE S A | DOUBLED | 322,495 | 3,422,940 | +961.4% | $90.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
12 insiders, 35 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 24, 2026 | Sullivan John M | Director | AWARD | 5,562 | — | — |
| Jul 1, 2026 | Rumbolz Michael D | Director | AWARD | 327 | — | — |
| Jul 1, 2026 | Holland Elizabeth I | Director | AWARD | 252 | — | — |
| Jul 1, 2026 | Douglas Monica Howard | Director | AWARD | 154 | — | — |
| Jul 1, 2026 | MACNAB CRAIG | Director | AWARD | 500 | — | — |
| Jul 1, 2026 | ABRAHAMSON JAMES R | Director | AWARD | 933 | — | — |
| Jul 1, 2026 | Cantor Diana F | Director | AWARD | 490 | — | — |
| 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 | — | — |
Congressional trades
VICI trades disclosed by members of Congress, with disclosure delay.
1 members · 1 buys / 0 sells
| 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) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for VICI.
Shares short
26,951,729
Settlement Sep 15, 2026
Change vs prior
-19.1%
Semi-monthly cycle
Days to cover
2.5
At avg daily volume
Of shares outstanding
≈2.5%
Estimate — not % of float
All VICI filing & press-release reports (4)
- DEFA14A reportMar 16, 2026
- EFFECT reportMar 9, 2026
- INST-CLUSTER reportFeb 28, 2026
- 8-K reportFeb 25, 2026