VICI Stock Recent News

Back in 2022 and 2023, many high-yield dividend stocks slumped as rising interest rates drove income-seeking investors toward risk-free CDs and Treasury bills. But in 2024, many of those stocks bounced back as the Federal Reserve cut its benchmark lending rate three times.

Real estate investment trusts (REITs) are known for delivering steady dividend income. They own income-producing properties and use the cash flow to pay growing dividends, often with above-average yields.

Key Points in This Article: July's CPI signaled cooling inflation, boosting expectations for Fed rate cuts in September, but a bigger-than-expected increase in the PPI tempered enthusiasm slightly.

VICI's 12.5% YTD rally is fueled by long-term leases, a 100% occupancy rate, portfolio diversification and strong liquidity.

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A surprising solid REIT earnings season wrapped up this week. Of the 100 equity REITs that provide full-year FFO guidance, 62% raised their outlook - above the historical 55% average. Disinflation was a surprisingly common thread across second-quarter results, with the majority of the upside revisions being driven by improved expense expectations - the highest quantity of expense reductions ever. Healthcare REITs were notable upside standouts as senior housing fundamentals remained stellar, while skilled nursing REITs received some good news on the policy front via healthy CMS Medicare rate increases.

VICI Properties remains attractive, offering a well-covered 5.1% yield and strong fundamentals amid market uncertainty and sticky inflation. Recent earnings show robust AFFO and revenue growth, with management raising full-year guidance and maintaining a healthy balance sheet and liquidity. Strategic investments and partnerships, plus internally funded growth, position VICI for continued expansion and upside as interest rates eventually decline.

Vici Properties (VICI -0.96%), a major real estate investment trust focused on gaming, hospitality, and experiential assets, released its earnings for Q2 2025 on July 30, 2025. The main highlight was a revenue figure of $1.00 billion (GAAP), which beat analyst expectations of $993.07 million.

VICI Properties faces near-term headwinds from declining Las Vegas tourism and tenant credit rating pressures, raising the risk of operating softness. Despite resilient rent collection and growing AFFO, current valuation offers limited margin of safety, with potential for multiple contraction ahead. Management's disciplined capital allocation and strong balance sheet position VICI to capitalize on future buying opportunities or share buybacks if the stock declines.

Investing in high-yield dividend stocks is a great way to generate passive income. For example, investing $1,000 in the following companies could yield nearly $60 of annual dividend income: