VICI Properties Inc. (VICI) Q2 FFO Match Estimates
A quarter ago, it was expected that this company would post FFO of $0.58 per share when it actually produced FFO of $0.58, delivering no surprise.
Over the last four quarters, the company has surpassed consensus FFO estimates just once.
VICI Properties, which belongs to the Zacks REIT and Equity Trust - Other industry, posted revenues of $1 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.53%. This compares to year-ago revenues of $957 million. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future FFO expectations will mostly depend on management's commentary on the earnings call.
VICI Properties shares have added about 12.5% since the beginning of the year versus the S&P 500's gain of 8.3%.
What's Next for VICI Properties?
While VICI Properties has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's FFO outlook. Not only does this include current consensus FFO expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of estimate revisions.
Ahead of this earnings release, the estimate revisions trend for VICI Properties was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus FFO estimate is $0.60 on $997.1 million in revenues for the coming quarter and $2.38 on $3.99 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, REIT and Equity Trust - Other is currently in the top 34% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
SBA Communications (SBAC), another stock in the same industry, has yet to report results for the quarter ended June 2025. The results are expected to be released on August 4.
This communications tower operator is expected to post quarterly earnings of $3.12 per share in its upcoming report, which represents a year-over-year change of -5.2%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
SBA Communications' revenues are expected to be $670.06 million, up 1.5% from the year-ago quarter.
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