Gabelli Funds LLC Sells 15,000 Shares of Boyd Gaming Corporation $BYD
Gabelli Funds LLC reduced its stake in Boyd Gaming Corporation by 14.5% in the fourth quarter, selling 15,000 shares and now owning 88,520 shares valued at $7.55 million. Boyd Gaming recently missed Wall Street's earnings and revenue estimates but announced a $500 million share buyback and a $0.20 quarterly dividend. The company currently holds a consensus "Hold" rating from analysts with a target price of $92.08.
Boyd Gaming Corp stock (US0669071034): Macquarie trims target as casino operator seeks fresh momentum
Macquarie has lowered its price target for Boyd Gaming Corp (BYD) stock to $91 from $95, while maintaining a neutral rating. This adjustment comes as the casino operator's shares are trading in the high $70s, prompting a reevaluation of its earnings potential and digital growth strategy. Boyd Gaming, a US mid-cap company, focuses on regional casino markets and Las Vegas, complementing its land-based operations with online gaming partnerships.
Gamco Investors INC. ET AL Trims Stock Position in Boyd Gaming Corporation $BYD
Gamco Investors INC. ET AL reduced its stake in Boyd Gaming Corporation by 15.2% in the fourth quarter, selling over 45,000 shares. This comes as Boyd Gaming missed Q1 earnings expectations, reporting lower-than-anticipated earnings per share and revenue. Despite the miss, the company announced a $500 million share repurchase program and a quarterly dividend, while analysts maintain a consensus "Hold" rating for the stock.
14,732 Shares in Boyd Gaming Corporation $BYD Acquired by Convergence Investment Partners LLC
Convergence Investment Partners LLC recently acquired 14,732 shares of Boyd Gaming Corporation (NYSE:BYD) worth $1.26 million in the fourth quarter, opening a new position. Despite this, the stock maintains a "Hold" rating from analysts with institutional ownership at 76.81%. Boyd Gaming also reported a Q1 earnings miss but authorized a $500 million share buyback and announced a $0.20 quarterly dividend.
VIRGINIA RETIREMENT SYSTEMS ET Al Invests $1.92 Million in Boyd Gaming Corporation $BYD
Virginia Retirement Systems Et Al recently acquired a new position in Boyd Gaming Corporation (NYSE:BYD), purchasing 22,550 shares valued at approximately $1.92 million during the fourth quarter. Other institutional investors like Versor Investments LP and Swiss Life Asset Management Ltd also increased their holdings. Despite the investment, Boyd Gaming reported mixed quarterly results, missing EPS and revenue estimates, though the company announced a $500 million share buyback program and a $0.20 per share quarterly dividend.
Boyd Gaming Corporation (NYSE:BYD) Given Consensus Rating of "Hold" by Analysts
Boyd Gaming Corporation (NYSE:BYD) has received a consensus analyst rating of "Hold" from 14 firms, with an average 12-month price target of $92.08. The company recently missed earnings expectations, reporting EPS of $1.60 against an estimated $1.76 and revenue of $997.36 million versus a $1.04 billion forecast. Despite this, Boyd Gaming announced a quarterly dividend of $0.20 per share and a $500 million share repurchase program, while insider sales were also reported.
Christine J Spadafor Takes Money Off The Table, Sells $100K In Boyd Gaming Stock
Christine J Spadafor, a Board Member at Boyd Gaming (NYSE: BYD), recently sold 1,237 shares of the company's stock for a total value of $100,085, as disclosed in an SEC filing. This insider transaction follows Boyd Gaming's reported revenue growth of 0.58% as of March 31, 2026, though this was lower than competitors in the Consumer Discretionary sector. The company shows strong financial health with a low debt-to-equity ratio and favorable valuation metrics like P/E and P/S ratios below industry norms, indicating potential undervaluation.
Arbejdsmarkedets Tillaegspension Purchases New Holdings in Boyd Gaming Corporation $BYD
Arbejdsmarkedets Tillaegspension recently acquired 289,472 shares of Boyd Gaming Corporation, totaling approximately $24.7 million, making it their 16th largest holding. Despite this new investment, analysts maintain a "Hold" rating on Boyd Gaming, with a consensus price target of $92.08, following mixed recent financial reports and insider selling. The company also announced a new stock buyback plan and a quarterly dividend.
Boyd Gaming director Christine Spadafor sells $100,085 in stock
Boyd Gaming director Christine Spadafor sold 1,237 shares of common stock for $100,085 on May 13, 2026, slightly above the current stock price. Despite this insider sale, the company is considered undervalued with a low P/E ratio and aggressive share buybacks, according to InvestingPro. Analysts maintain positive ratings for Boyd Gaming, citing growth potential and strong regional performance.
Boyd Gaming (BYD) director sells 1,237 shares around $80.91
Christine J. Spadafor, a director at Boyd Gaming Corp (BYD), reported an open-market sale of 1,237 shares of common stock on May 13, 2026, at an average price of $80.91 per share. Following this transaction, her direct holdings in the company amount to 8,757 shares. The sale, valued at approximately $100,086, was executed in multiple transactions ranging from $80.88 to $80.94.
Pinnacle Associates Ltd. Has $26.95 Million Stake in Boyd Gaming Corporation $BYD
Pinnacle Associates Ltd. reduced its stake in Boyd Gaming Corporation (NYSE:BYD) by 5.2% in the fourth quarter, now holding shares valued at $26.95 million. Despite this, institutional investors collectively own 76.81% of the company, while recent insider selling has been notable, totaling $14.68 million over three months. Boyd Gaming announced a $500 million stock buyback and a $0.20 quarterly dividend, even after missing quarterly EPS and revenue estimates.
Versor Investments LP Has $2.01 Million Holdings in Boyd Gaming Corporation $BYD
Versor Investments LP significantly increased its stake in Boyd Gaming Corporation (NYSE:BYD) by 180.4% in the fourth quarter, now holding 23,584 shares valued at $2.01 million. This comes despite Boyd Gaming missing recent quarterly earnings expectations. The company, however, announced a $0.20 per share quarterly dividend and a new $500 million share repurchase program, while analysts currently rate the stock as a consensus "Hold" with an average price target of $92.08.
Director at Boyd Gaming (NYSE: BYD) awarded 2,347 common shares
Boyd Gaming director Paul W. Whetsell was awarded 2,347 shares of common stock as a restricted stock unit award under the company’s 2020 Stock Incentive Plan. These RSUs fully vested on the grant date, and one share was issued for each unit, increasing his direct holdings to 25,358 shares. This Form 4 filing indicates a non-cash equity compensation rather than an open-market purchase.
Boyd Gaming (BYD) director Bailey trust receives 2,347 fully vested RSU shares
Boyd Gaming director John Robert Bailey's family trust, JRB-TAT Bailey Family Trust, received 2,347 fully vested Restricted Stock Units (RSUs) on May 7, 2026, under the company's 2020 Stock Incentive Plan. These shares were granted for no cash consideration and increased the trust's indirect holdings to 29,858 shares of Boyd Gaming common stock. This transaction was reported in a Form 4 filing, indicating an acquisition through a grant/award.
Boyd Gaming (BYD) director awarded 2,347 shares in RSU stock grant
Boyd Gaming (BYD) director William R. Boyd was granted 2,347 shares of common stock through vested Restricted Stock Units (RSUs) under the company's 2020 Stock Incentive Plan. These RSUs vested immediately upon grant, and he directly holds 17,535 shares after this transaction. The filing also details his significant indirect holdings through two trusts, for which he serves as trustee.
Boyd Gaming (NYSE: BYD) director receives 2,347-share stock award as RSUs vest
Boyd Gaming director Christine J. Spadafor received a stock award of 2,347 common shares on May 7, 2026, through vested Restricted Stock Units (RSUs) under the company’s 2020 Stock Incentive Plan. These shares were acquired at $0.00 each and fully vested on the grant date, increasing her direct holdings to 9,994 shares. This transaction is considered a routine equity compensation rather than a market purchase or sale.
Boyd Gaming (NYSE: BYD) director receives 2,347-share stock award
Boyd Gaming director Thoman A. Randall was granted 2,347 shares of company common stock through fully vested Restricted Stock Units (RSUs) under the 2020 Stock Incentive Plan. This award, received for no cash consideration, increased his direct holdings to 12,854 shares and indirect holdings via a trust to 3,154 shares. The transaction was reported in a Form 4 SEC filing, showing a neutral impact and sentiment.
Boyd Gaming (BYD) director granted 2,347 stock units that fully vest
Boyd Gaming director Michael A. Hartmeier was granted 2,347 shares of common stock as a stock award from fully vested Restricted Stock Units (RSUs) under the company’s 2020 Stock Incentive Plan. These shares were granted for no cash consideration, increasing his direct holdings to 8,315 shares. This transaction is categorized as a compensation-related equity grant rather than an open-market purchase.
Boyd Gaming (BYD) chair adds 2,347 RSU-based shares via trust
Boyd Gaming Corp's director and chairman, Marianne Boyd Johnson, reported an acquisition of 2,347 Restricted Stock Units (RSUs) on May 7, 2026. These RSUs fully vested on the grant date and were converted into common stock shares, which were then issued to a trust where she serves as trustee. This transaction increases the trust's indirect holdings to 1,612,155 shares and follows the company's 2020 Stock Incentive Plan.
8-K] BOYD GAMING CORP Reports Material Event
Boyd Gaming Corporation (BYD) filed an 8-K report detailing the results of its 2026 Annual Meeting of Stockholders held on May 7, 2026. Stockholders elected eight director nominees, ratified the appointment of Deloitte & Touche LLP as the independent registered public accounting firm, and approved executive compensation on an advisory basis. The filing includes voting specifics for each proposal and details on the company's executive offices.
Boyd Gaming Corporation $BYD Shares Bought by QRG Capital Management Inc.
QRG Capital Management Inc. significantly increased its stake in Boyd Gaming Corporation (NYSE:BYD) by 197.5% in the fourth quarter, now holding 24,409 shares worth approximately $2.08 million. Other institutional investors like UBS Group AG, Invesco Ltd., Allianz Asset Management GmbH, and Franklin Resources Inc. also boosted their positions, contributing to institutional ownership of 76.81%. Despite some insider selling and missed quarterly earnings expectations, the company's board approved a $500 million share repurchase plan and declared a quarterly dividend of $0.20 per share.
Boyd Gaming declares $0.20 quarterly dividend
Boyd Gaming has announced a quarterly cash dividend of $0.20 per share, demonstrating its ongoing commitment to shareholder returns. The dividend is payable on July 15, 2026, to shareholders of record on June 15, 2026. Despite a recent earnings miss, analysts maintain mixed but generally positive outlooks on the company, which operates 27 gaming properties and an online casino gaming platform.
Boyd Gaming Announces $0.17 Dividend, Payable June 17, 2026
Boyd Gaming Corporation has announced a regular quarterly cash dividend of $0.17 per share. The dividend is scheduled for payment on June 17, 2026, to shareholders registered as of June 3, 2026. This decision highlights the company's commitment to delivering value to its shareholders.
$0.20 a share: Boyd Gaming sets July 15 dividend payout
Boyd Gaming (NYSE: BYD) has announced a quarterly cash dividend of $0.20 per share, which will be paid on July 15, 2026. Shareholders of record by the close of business on June 15, 2026, will be eligible to receive this dividend. The company, founded in 1975, operates 27 gaming and entertainment properties across 11 states and also manages an online casino business.
Boyd Gaming (NYSE: BYD) sets $0.20 cash dividend with July 15, 2026 payout
Boyd Gaming Corporation (NYSE: BYD) announced that its Board of Directors has declared a cash dividend of $0.20 per share. This dividend is scheduled to be paid on July 15, 2026, to shareholders of record as of June 15, 2026. This distribution signifies a direct cash return to eligible shareholders and was officially reported in an 8-K filing on May 7, 2026.
BOYD GAMING ANNOUNCES QUARTERLY DIVIDEND
Boyd Gaming Corporation (NYSE: BYD) announced a quarterly cash dividend of $0.20 per share. The dividend is payable on July 15, 2026, to shareholders of record as of June 15, 2026. Boyd Gaming operates 27 gaming entertainment properties across 11 states, manages a tribal casino, and owns Boyd Interactive.
Boyd Gaming declares $0.20 per share cash dividend, payable July 15
Boyd Gaming Corporation (NYSE:BYD) has announced a cash dividend of $0.20 per share, payable on July 15, 2026, to shareholders of record as of June 15, 2026. This marks the fourth consecutive year of dividend increases for the company, with a current dividend yield of 0.94%. Despite mixed analyst reactions to recent earnings, Boyd Gaming's Midwest and South gaming assets have shown robust results.
UBS Group AG Has $52.10 Million Holdings in Boyd Gaming Corporation $BYD
UBS Group AG significantly increased its stake in Boyd Gaming Corporation (NYSE:BYD) by 196.9% in Q4, acquiring an additional 405,340 shares to reach a total of 611,207 shares valued at $52.10 million. Despite missing quarterly earnings and revenue estimates, Boyd Gaming announced a $500 million share buyback program and raised its quarterly dividend to $0.20 per share. Institutional investors hold a substantial 76.81% of the stock, while insiders, who have recently sold shares, own about 22.82%.
Boyd Gaming (NYSE: BYD) chair sells 100,000 shares via family trusts
Boyd Gaming chairman Marianne Boyd Johnson reported indirect open-market sales of 100,000 shares of Boyd Gaming common stock through family trusts on May 1 and May 5, 2026. The sales were for $85.27 and $84.03 per share, respectively. Despite these transactions, the trusts continue to hold substantial indirect positions in the company, alongside additional indirect holdings and 39,088 shares held directly by Johnson.
Boyd Gaming chairman Johnson sells $8.45m in company stock
Marianne Boyd Johnson, Chairman of Boyd Gaming Corp (NASDAQ:BYD), sold 100,000 shares of company stock across two transactions in May for approximately $8.45 million. The sales, executed through a trust, occurred as the stock trades near its 52-week high, despite the company recently reporting a Q1 2026 earnings and revenue miss. Analysts have adjusted price targets, with some maintaining Buy ratings due to regional strength.
[144] BOYD GAMING CORP SEC Filing
This article details a Form 144 SEC filing by BOYD GAMING CORP (BYD) on May 5, 2026, concerning a proposed sale of securities. The filing indicates a gift of 84,150 common shares acquired on March 27, 2025, and also reports a prior sale of 37,086 common shares by Marianne Boyd Johnson on May 1, 2026, for over $3.1 million. The document serves as a notice of intent to sell securities under Rule 144.
Danske Bank A S Invests $10.24 Million in Boyd Gaming Corporation $BYD
Danske Bank A/S has acquired a new stake in Boyd Gaming Corporation, purchasing 120,149 shares valued at approximately $10.24 million. This investment comes amidst Boyd Gaming's announcement of a $500 million share repurchase program and a dividend increase to $0.20 per share, even though the company recently missed its quarterly earnings and revenue estimates, and insiders have been net sellers. Analysts currently rate Boyd Gaming as "Hold" with a consensus price target of $92.08.
Sanctuary Advisors LLC Increases Stake in Boyd Gaming Corporation $BYD
Sanctuary Advisors LLC significantly increased its stake in Boyd Gaming Corporation by 420% in the fourth quarter, acquiring an additional 15,948 shares to hold a total of 19,745 shares valued at $1.683 million. This increase in institutional ownership comes amidst insider selling totaling over $6.2 million within the last 90 days. Despite the increased institutional confidence, Boyd Gaming's Q1 EPS missed estimates, and analysts maintain a "Hold" rating with an average price target of $92.08, though the company did authorize a $500 million share buyback and raised its dividend.
[144] BOYD GAMING CORP SEC Filing
This article details a Form 144 SEC filing by BOYD GAMING CORP (BYD), submitted on May 1, 2026, at 04:27 PM. The filing concerns a proposed sale of 100,000 common shares with an aggregate market value of $8,750,000, acquired by gift on March 27, 2025. The transaction was handled by Merrill Lynch and the shares are expected to be sold on the NYSE around April 30, 2026.
M&T Bank Corp Takes Position in Boyd Gaming Corporation $BYD
M&T Bank Corp has acquired a new stake of 13,830 shares, valued at approximately $1.18 million, in Boyd Gaming Corporation during the fourth quarter. This move comes as Boyd Gaming missed its quarterly earnings and revenue estimates and holds a consensus "Hold" rating among analysts. Despite insider share sales and mixed analyst reports, the company's board has authorized a $500 million share buyback and increased its quarterly dividend.
William S. Boyd sells 24,519 shares; BYD (NYSE: BYD) insider trade
William S. Boyd reported selling 24,519 shares of Common Stock of Boyd Gaming Corp (NYSE: BYD) on February 11, 2026, generating aggregate proceeds of $2,108,089.58. This transaction was disclosed via a Form 144 filing, which also noted an earlier award of 8,514 Restricted Stock Units (RSUs) to Boyd on February 21, 2025. The filing is presented as a routine insider disposition and does not include specific motives for the sale.
BOYD GAMING CORP 1Q 2026: Revenue $997.36M, EPS $1.37— 10-Q Summary
Boyd Gaming Corp reported its first-quarter 2026 results, showing total revenues of $997.36 million, a slight increase of 0.6% year-over-year. Net income was $105.54 million, a 5.3% decrease, while diluted EPS grew by 4.6% to $1.37. The company highlighted growth in gaming revenue, strategic operational expansions like Cadence Crossing, and continued customer focus.
Argus lowers Boyd Gaming stock price target on earnings miss
Argus has reduced its price target for Boyd Gaming Corp. (NYSE:BYD) to $95 from $100, though it maintained a Buy rating, viewing a recent earnings miss as a buying opportunity. The firm highlighted strong demand in the Midwest and South, alongside property renovations and a substantial share buyback program. Despite recent earnings misses and analyst price target adjustments from Jefferies, Mizuho, and Stifel, Boyd Gaming's stock is considered undervalued with a "GREAT" Financial Health Score by InvestingPro.
Argus lowers Boyd Gaming stock price target on earnings miss By Investing.com
Argus has reduced its price target for Boyd Gaming Corp. to $95 from $100 while maintaining a "Buy" rating, citing a recent earnings miss as a buying opportunity. The firm highlighted strong demand in the Midwest and South, along with property renovations, and reaffirmed its earnings estimates for 2026 and 2027. Despite a mixed outlook from other analysts due to challenges in Las Vegas, Boyd Gaming's regional assets show solid performance, and the company continues share buybacks.
Argus lowers Boyd Gaming stock price target on earnings miss By Investing.com
Argus has lowered its price target for Boyd Gaming Corp (NYSE:BYD) from $100 to $95 but maintained a Buy rating, citing a recent earnings miss as a buying opportunity. The firm highlighted strong demand in the Midwest and South and ongoing property renovations as drivers for future growth, maintaining its earnings estimates and a long-term growth rate of 12%. Despite some challenges in Las Vegas and slight underperformance in Q1 2026 earnings, Boyd Gaming's stock remains undervalued according to InvestingPro analysis.
These Analysts Revise Their Forecasts On Boyd Gaming After Q1 Results
Boyd Gaming Corporation reported worse-than-expected first-quarter financial results, with earnings and sales missing analyst estimates, despite announcing a $500 million buyback plan. Following the announcement, several analysts revised their price targets on Boyd Gaming stock, with Stifel and Mizuho lowering their targets, while JP Morgan slightly raised its target. The company's shares fell by 6.1% after the report.
Analysts’ Top Consumer Cyclical Picks: Boyd Gaming (BYD), PulteGroup (PHM)
The article highlights positive analyst sentiment in the Consumer Cyclical sector, focusing on Boyd Gaming (BYD), PulteGroup (PHM), and Vail Resorts (MTN). Analysts from Truist Financial and others have maintained or upgraded ratings to "Buy" for these companies, projecting moderate to significant upside from their current stock levels. The consensus among analysts for all three companies is a "Moderate Buy."
Analysts’ Opinions Are Mixed on These Consumer Cyclical Stocks: Boyd Gaming (BYD), Visteon (VC) and Amazon (AMZN)
Analysts have issued mixed opinions on several consumer cyclical stocks, including Boyd Gaming (BYD), Visteon (VC), and Amazon (AMZN). Stifel Nicolaus maintained a Hold rating for Boyd Gaming with a $91.00 price target, while Wells Fargo held a Buy rating for Visteon at $125.00 and Amazon at $307.00. The consensus among analysts ranges from Moderate Buy for Boyd Gaming and Visteon to Strong Buy for Amazon, with varying upside potentials.
Boyd Gaming Earnings Call Signals Confident Growth Path
Boyd Gaming Corp (BYD) held its Q1 earnings call, highlighting robust performance across its portfolio, record margins, and an active growth pipeline despite localized headwinds in Las Vegas. The company reported strong revenues, property-level margins above 39%, and aggressive capital returns to shareholders, showcasing a confident growth path supported by substantial investments in long-term projects and a strengthened balance sheet. Management expects near-term challenges to be temporary, leading to stronger long-term earnings power.
Boyd Gaming reports revenue increase in Q1 2026 amid Southern Nevada challenges
Boyd Gaming reported a slight revenue increase in Q1 2026 to $997.4 million, despite a decline in net income and adjusted earnings due to challenges in Southern Nevada, including weaker destination demand and construction disruptions. The company's CEO, Keith Smith, highlighted growth in the Midwest, South, and online segments, along with ongoing capital investments like the newly opened Cadence Crossing Casino and planned expansions in Virginia and Illinois. Despite local market softness, Boyd Gaming remains optimistic about the long-term fundamentals of the Southern Nevada economy.
Boyd Gaming (NYSE:BYD) Shares Gap Down After Earnings Miss
Boyd Gaming (NYSE:BYD) shares gapped down after missing Q1 earnings expectations, reporting $1.60 EPS against an anticipated $1.76 and revenue of $997.4 million versus an estimated $1.04 billion. Despite the miss, the company announced a $500 million share buyback and increased its quarterly dividend to $0.20. Near-term concerns include softer demand in Las Vegas locals and significant insider sales, leading to mixed sentiment among analysts.
Boyd Gaming Posts Downbeat Q1 Results, Joins Coursera, Evotec And Other Big Stocks Moving Lower In Friday
Boyd Gaming reported disappointing Q1 results, missing analyst estimates for both earnings and sales, causing its shares to drop 6.1% in pre-market trading. Several other companies, including StoneCo Ltd., Coursera Inc., and Evotec SE, also saw their shares decline in pre-market due to various factors like mixed financial results, annual report filings, or new CFO appointments. U.S. stock futures were mixed overall, with Dow futures falling.
Boyd Gaming Corporation (NYSE:BYD) Q1 2026 Earnings Call Transcript
Boyd Gaming Corporation (NYSE:BYD) held its Q1 2026 earnings call, reporting revenues of nearly $1 billion and EBITDAR of $317 million, despite missing EPS expectations. The company highlighted strong performance in its Midwest and South segments, driven by customer trends and capital investments, while facing softness in Las Vegas due to destination business and construction at Suncoast. Boyd Gaming continues to invest in property modernizations, new developments like Cadence Crossing and a $750 million Virginia resort, and remains committed to returning capital to shareholders through buybacks and dividends.
Stifel cuts Boyd Gaming stock price target on Las Vegas concerns By Investing.com
Stifel has lowered its price target for Boyd Gaming Corp. (NYSE:BYD) to $91 from $95, maintaining a Hold rating due to concerns over the company's Las Vegas and Downtown markets. While Boyd Gaming's Midwest and South assets showed strong first-quarter 2026 results, the firm anticipates continued challenges in Las Vegas from slow destination customer returns and construction disruption. This outlook comes despite the stock trading near its 52-week high and being deemed undervalued by InvestingPro's Fair Value analysis.
Boyd Gaming (BYD) Q1 2026 Earnings Miss--Still 0.3% Undervalued?
Boyd Gaming (BYD) reported Q1 2026 earnings, missing analyst estimates for both revenue and EPS, with revenue at $997.4 million and GAAP diluted EPS at $1.37. Despite softness in Las Vegas and online segments, the Midwest & South segment showed growth, highlighting the benefits of its diversified business model and operating efficiencies. GuruFocus suggests the stock is currently 0.3% undervalued based on its GF Value, indicating a fair-to-slight discount.
