Barclays Reduces VICI Target Due to Tenant Issues
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 10 2025
0mins
Source: Yahoo Finance
VICI Properties Overview: VICI Properties Inc. is a real estate investment trust that owns 93 properties, primarily casinos and entertainment venues, with major tenants including Caesar’s Entertainment and MGM Resorts. The company has maintained a 100% occupancy rate since going public in 2018.
Recent Price Target Adjustment: Barclays has lowered its price target for VICI from $37 to $33 while maintaining an Overweight rating, citing tenant-related concerns and adjustments based on Q3 earnings.
Dividend Performance: VICI has a strong track record of raising dividends for seven consecutive years and is included in a list of dividend stocks expected to yield over 4% in 2025.
Investment Considerations: While VICI is recognized as a solid investment, there are suggestions that certain AI stocks may offer better upside potential with less risk, prompting a recommendation to explore alternative investment opportunities.
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Analyst Views on MGM
Wall Street analysts forecast MGM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for MGM is 40.31 USD with a low forecast of 29.00 USD and a high forecast of 56.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
5 Buy
7 Hold
2 Sell
Hold
Current: 33.340
Low
29.00
Averages
40.31
High
56.00
Current: 33.340
Low
29.00
Averages
40.31
High
56.00
About MGM
MGM Resorts International is a global gaming and entertainment company with national and international locations featuring hotels and casinos, meetings and conference spaces, live and theatrical entertainment experiences, and a range of restaurant, nightlife and retail offerings. The Company’s segments include Las Vegas Strip Resorts, Regional Operations, MGM China, and MGM Digital. The Las Vegas Strip Resorts segment consists of Aria, Bellagio, The Cosmopolitan of Las Vegas, MGM Grand Las Vegas, Mandalay Bay, Luxor, New York-New York, Excalibur, and Park MGM. The Regional Operations segment consists of MGM Grand Detroit in Detroit, Michigan; Beau Rivage in Biloxi, Mississippi; Gold Strike Tunica in Tunica; Borgata in Atlantic City, New Jersey; MGM National Harbor in Prince George’s County, Maryland; MGM Springfield in Springfield, Massachusetts; Empire City in Yonkers, New York, and others. MGM Digital is its online gaming portfolio which is primarily comprised of LeoVegas.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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