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AI brief of an SEC Form 8-K · Vici Properties (VICI)

VICI Properties Q2 net income falls 39.1% on CECL charge; AFFO rises 7.8%

Mixed Impact 4 of 5 earnings Written later

VICI Properties reported second-quarter 2026 results, with revenue up 5.7% to $1.1 billion and AFFO up 7.8% to $679.6 million. GAAP net income attributable to common stockholders fell 39.1%, mainly because of a $413.1 million year-over-year swing in the CECL allowance, and the company raised the low end of its full-year 2026 AFFO guidance.

Key points

  • Total revenues were $1.1 billion, up 5.7% from $1.0 billion a year earlier.
  • Net income attributable to common stockholders was $526.5 million, or $0.48 per share, versus $865.1 million, or $0.82 per share, in Q2 2025, driven by a $413.1 million change in the CECL allowance.
  • AFFO attributable to common stockholders was $679.6 million, or $0.62 per share, up 7.8% and 4.6% respectively.
  • Full-year 2026 AFFO guidance is now $2,675 million to $2,695 million ($2.45 to $2.47 per diluted share), up from $2,665 million to $2,695 million ($2.44 to $2.47).

The filing

CompanyVici Properties (VICI)
Form8-K, current report
Filed with the SECJul 29, 2026, 4:15 PM ET
Accession number0001705696-26-000088

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:10 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 29, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.