Company Dossier · Real Estate
Vici Properties
- S&P 500
- Russell 1000
What Vici Properties is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $4.10 billion, up 4.3% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to December 31, 2019: $0.68 billion, up 36% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to December 31, 2019: $0.00 billion.SEC EDGAR filings (XBRL)
- Long-term debt issued in the fiscal year to December 31, 2025: $1.28 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 30, 2026): sentiment 0.60 on a −1 to +1 scale (mixed), confidence 0.70 of 1.Palanor Discourse
- Guidance in the last 90 days: 2 outlook figures raised, 0 lowered, 0 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 25, 2026): 1 risk factor added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2024: $0.4 million on the open market.SEC Form 4
- 949 institutional managers reported a position at June 30, 2026 (−3 on the quarter before).SEC Form 13F
Company Posture
How Company Posture is measured →What Vici Properties is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding ↔ Retrenching
Withheld: 50% of the evidence is readable at this date (needs 60%).
- Capital spending—
- Debt raised—
- Buybacks vs capex—
- Hiring filings50th pct
- Deals and private raises47th pct
- Patent publications50th pct
Confident ↔ Hedging
Confident
- Call sentiment60th pct
- Call confidence38th pct
- Guidance changes93rd pct
- Risk factors added50th pct
- Insider open-market trades—
- + Guidance changes
- + Call sentiment
- − Call confidence
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver39th pct
- Stress filings50th pct
Credit
How these are built →Vici Properties's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$17.8B
- Due within a year $1.5B
- Longer term $16.3B
- Default point $9.6B (short + ½ long)
Finance leases included · Jun 30, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
In the news
Headlines that name Vici Properties, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralVICI Properties: I've Seen This Story Before, Why I'm Buying The 8% Yield (NYSE:VICI)
seekingalpha.com · via Marketaux · Oct 7, 2026
- NeutralVici Properties Is Standing By to Build a Las Vegas NBA Arena
Commercial Observer · Jul 30, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Sep 22, 20268-KDirector or officer changeItem 5.02
- Sep 8, 20268-KDirector or officer changeItem 5.02
- Aug 14, 20268-KMaterial agreement signedItem 1.01
- Aug 6, 20268-KMaterial agreement signedItem 1.01
- Apr 28, 20268-KShareholder vote resultsItem 5.07
- Feb 25, 202610-KAnnual report (10-K)1 risk factors added, 0 removed
- Apr 29, 20258-KShareholder vote resultsItem 5.07
- Apr 7, 20258-KMaterial agreement signedItem 1.01
- Mar 27, 20258-KMaterial agreement signedItem 1.01
- Feb 20, 202510-KAnnual report (10-K)3 risk factors added, 5 removed
- Feb 4, 20258-KMaterial agreement signedItem 1.01
- Feb 4, 20258-KMaterial agreement terminatedItem 1.02
- Dec 19, 20248-KMaterial agreement signedItem 1.01
- Dec 10, 20248-KMaterial agreement signedItem 1.01
- Feb 22, 202410-KAnnual report (10-K)1 risk factors added, 9 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Host Hotels & Resorts HST | $6.2B | — | Jun 30, 2026 |
| CoStar Group CSGP | $3.6B | $0.3B | Jun 30, 2026 |
| BXP, Inc. BXP | $3.5B | — | Jun 30, 2026 |
| Public Storage PSA | $4.9B | — | Jun 30, 2026 |
| Lineage, Inc. LINE | $5.4B | $0.2B | Jun 30, 2026 |
| Alexandria Real Estate Equities ARE | $2.8B | — | Jun 30, 2026 |
| Zillow (Class A) ZG | $2.8B | $0.3B | Jun 30, 2026 |
| Realty Income O | $6.0B | — | Jun 30, 2026 |