SNCY Sun Country Airlines Holdings, Inc.

NEUTRAL Impact: 4/10 425 8-K
Horizon days Filed Apr 28, 2026 Processed 1mo ago SEC 0001140361-26-017519
Latest settled — T+5d ⚠ clustered
SNCY ▲ +5.81% at T+5d
NEUTRAL call ✓ call won +5.81% · α vs SPY +2.70% · entry $15.65 → $16.56
Next anchor: T+20d due 17d ago
Latest observation: T+13 +7.82% FF3 residual α
Entry anchored
Apr 28, 2026
via day open
T+1d
+0.96%
call +0.96% · α -0.06%
$15.80
settled 6w ago
T+5d
+5.81%
call +5.81% · α +2.70%
$16.56
settled 6w ago
T+20d
call — · α —
due 17d ago
T+60d
call — · α —
in 6w

Price Chart

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Executive Summary

Sun Country filed an 8-K and 425 disclosing two shareholder lawsuits and demand letters challenging the merger with Allegiant, and voluntarily supplementing the joint proxy statement with additional financial forecasts and fairness opinion details to moot the claims. The lawsuits are typical disclosure-only objections and are not expected to delay the merger, which remains on track for a shareholder vote on May 8 and closing on May 13.

Actionable Insight

The merger remains on schedule — shareholder vote is May 8. These procedural filings remove a minor litigation overhang but do not change deal economics. Monitor vote results and any additional filings signaling closing conditions.

Key Facts

  • Two lawsuits filed in New York Supreme Court (Weiss and Williams) alleging proxy statement deficiencies; demand letters also received.
  • Sun Country and Allegiant deny allegations but voluntarily supplement proxy with additional disclosures to avoid delay.
  • Supplemental disclosures include clarified management forecasts for Allegiant and Sun Country (2025E-2030E), and expanded Goldman Sachs fairness opinion details.
  • Shareholder meetings for both companies scheduled for May 8, 2026; closing expected as early as May 13, 2026.

Financial Impact

No financial impact stated; litigation is disclosure-only with no monetary damages specified.

Risk Factors

  • Additional lawsuits or stockholder demands could emerge before the vote.
  • Shareholder vote may fail or regulatory approvals could be delayed despite DOT clearance.

Market Snapshot

Exchange
Nasdaq
Sector
Air Transportation, Scheduled
Analyst Consensus
64% bullish (14 analysts)

Documents Analyzed

This report is based on 8 SEC documents filed with EDGAR.

DocumentAccession Number
425 Filing (SNCY) — Batch item 10001140361-26-017519
Document: 0001140361-26-017519-index-headers.html0001140361-26-017518
Document: 0001140361-26-017519-index.html0001140361-26-017519
Document: 0001140361-26-017519.txt0001140361-26-017519
8-K Filing (SNCY) — Batch item 50001140361-26-017518
Document: 0001140361-26-017518-index-headers.html0001140361-26-017519
Document: 0001140361-26-017518-index.html0001140361-26-017519
Document: 0001140361-26-017518.txt0001140361-26-017519
10 reports for SNCY
Performance horizon
50% Hit rate 3 of 6 directional calls best @ T+1▲ +6.69%Apr 15, 2026
Filters
Rows
Reports for SNCY — sortable, filterable
Type Now
May 26, 2026
17d ago
15-12G
BEARISH ★ 6/10
awaiting T+1
May 13, 2026
4w ago
8-K
NEUTRAL ★ 8/10
$16.17 $16.17· 0.00%▲ +1.23%
May 13, 2026
4w ago
25-NSE
BEARISH ★ 9/10
$16.17 $16.17· 0.00%▲ +0.78%
Apr 28, 2026
6w ago
425
NEUTRAL ★ 4/10
$15.65 $15.80▲ +0.96%▼ −0.06%
Apr 28, 2026
6w ago
425 / 8-K
NEUTRAL ★ 4/10
$15.65 $15.80▲ +0.96%▼ −0.06%
Apr 20, 2026
7w ago
425
BULLISH ★ 8/10
$17.43 $16.64▼ −4.53%▼ −5.55%
Apr 20, 2026
7w ago
425
BULLISH ★ 8/10
$17.43 $16.64▼ −4.53%▼ −5.55%
Apr 15, 2026
8w ago
425
BULLISH ★ 8/10
$17.18 $18.33▲ +6.69%▲ +5.48%
Apr 15, 2026
8w ago
8-K
BULLISH ★ 7/10
$17.18 $18.33▲ +6.69%▲ +5.48%
Apr 15, 2026
8w ago
425
BULLISH ★ 8/10
$17.18 $18.33▲ +6.69%▲ +5.48%
Showing 10 of 10

US Market Status

Market Closed — Opens Mon (49h 28m)

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