PENN PENN Entertainment, Inc.

NEUTRAL Impact: 5/10 8-K
Horizon days Filed May 28, 2026 Processed 12d 13h ago SEC 0001104659-26-067476
8-K material event: Items 1.01
Latest settled — T+5d
PENN ▲ +2.11% at T+5d
NEUTRAL call ✓ call won +2.11% · α vs SPY +4.63% · entry $18.83 → $19.23
Next anchor: T+20d in 16d
Last close $19.17 (close Jun 8) · +1.81% from $18.83 entry
Entry anchored
May 28, 2026
via day open
T+1d
+7.49%
call +7.49% · α +7.23%
$20.24
settled 12d ago
T+5d
+2.11%
call +2.11% · α +4.63%
$19.23
settled 6d ago
T+20d
call — · α —
in 16d
T+60d
call — · α —
in 2mo

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Executive Summary

PENN Entertainment entered into a Fourth Amendment to its credit agreement, repricing its $962.5 million Term B Facility by reducing interest rate margins by 50 basis points (to 2.00% for Term SOFR loans and 1.00% for base rate loans) and extending maturity to May 2033. The transaction replaces non-consenting lenders and lowers the company's interest expense, improving cash flow without altering operational fundamentals.

Actionable Insight

The repricing reduces annual interest costs by roughly $4.8M, providing modest cash flow relief. Monitor upcoming earnings for any guidance revisions or capital allocation updates.

Key Facts

  • Repriced $962.5M Term B Facility: margin reduced from 2.50% to 2.00% (Term SOFR) and 1.50% to 1.00% (base rate)
  • Maturity extended to May 2033 (7 years from Fourth Amendment Effective Date)
  • Non-consenting lenders replaced; cashless and assign/reallocation consent options offered
  • Term A facility and revolving facility unchanged
  • Amendment effective May 28, 2026

Financial Impact

Annual interest expense reduction of approximately $4.8 million based on $962.5M principal and 50 bps margin cut

interest expensecash flow

Risk Factors

  • No material operational changes; debt reduction limited to interest expense savings

Market Snapshot

Exchange
Nasdaq
Sector
Hotels & Motels
Analyst Consensus
63% bullish (27 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001104659-26-067476
Document: tm2615773d1_8k.htm0001104659-26-067476
Document: 0001104659-26-067476-index-headers.html0001104659-26-067476
Document: 0001104659-26-067476-index.html0001104659-26-067476
Document: 0001104659-26-067476.txt0001104659-26-067476
5 reports for PENN
Performance horizon

Track record builds as more directional reports settle.

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Reports for PENN — sortable, filterable
Type Now
May 28, 2026
12d ago
8-K
NEUTRAL ★ 5/10
$18.83 $19.23▲ +2.11%▲ +4.63%$19.17 (+1.81%)
Apr 27, 2026
6w ago
DEFA14A
NEUTRAL ★ 2/10
$17.82 $16.78▼ −5.84%▼ −6.24%$19.17 (+7.59%)
Apr 24, 2026
6w ago
S-3ASR
NEUTRAL ★ 4/10
$17.82 $16.78▼ −5.84%▼ −6.24%$19.17 (+7.59%)
Apr 23, 2026
6w ago
8-K
BULLISH ★ 7/10
$17.26 $17.82▲ +3.26%▲ +1.78%$19.17 (+11.09%)
Feb 26, 2026
14w ago
8-K
BULLISH ★ 8/10
$14.66 $15.38▲ +4.91%▲ +6.04%$19.17 (+30.79%)
Showing 5 of 5

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