SNCY Sun Country Airlines Holdings, Inc.

BULLISH Impact: 8/10 425
Horizon days Filed Apr 15, 2026 Processed 2mo ago SEC 0001140361-26-014836
Rule 425 M&A communications
Latest settled — T+20d ⚠ clustered
SNCY ▼ -5.88% at T+20d
LONG call ✗ call lost -5.88% · α vs SPY -11.69% · entry $17.18 → $16.17
Next anchor: T+60d in 25d
Latest observation: T+22 -10.84% FF3 residual α
Entry anchored
Apr 15, 03:59 PM ET
via Databento tick
T+1d
+6.69%
call +6.69% · α +5.48%
$18.33
settled 2mo ago
T+5d
-4.89%
call -4.89% · α -5.87%
$16.34
settled 8w ago
T+20d
-5.88%
call -5.88% · α -11.69%
$16.17
settled 5w ago
T+60d
call — · α —
in 25d

Price Chart

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Executive Summary

Allegiant and Sun Country announced that the U.S. Department of Transportation (DOT) has granted a key interim exemption, allowing both airlines to operate under common ownership post-closing while working toward a single operating certificate. This clears the last major regulatory hurdle, with shareholder votes scheduled for May 8, 2026, and closing expected as early as May 13, 2026.

Actionable Insight

The DOT approval significantly de-risks the transaction, making closing highly probable pending shareholder approval. Traders should monitor shareholder voting outcomes on May 8 and prepare for potential volatility around the expected May 13 closing date. The preservation of dual operations post-close reduces integration risk and supports near-term revenue continuity.

Key Facts

  • U.S. Department of Transportation (DOT) approved a joint interim exemption for Allegiant and Sun Country.
  • The exemption allows both airlines to operate as separate carriers under common ownership after closing, pending further DOT action.
  • This approval satisfies the last remaining regulatory condition to closing.
  • Shareholder votes are scheduled for May 8, 2026, with closing expected as early as May 13, 2026, subject to approval.
  • Both companies will continue operating independently, preserving their unique business models and route networks during integration.

Financial Impact

Removes a major regulatory barrier to closing, increasing deal certainty and reducing execution risk. Expected to accelerate timeline toward closing.

deal certaintyregulatory riskclosing timeline

Risk Factors

  • Failure to obtain shareholder approval from either company could still terminate the deal.
  • Potential for shareholder litigation or activist opposition ahead of the vote.
  • Integration challenges post-closing despite the phased approach.

Market Snapshot

Exchange
Nasdaq
Sector
Air Transportation, Scheduled

Documents Analyzed

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

DocumentAccession Number
425 Filing (Primary)0001140361-26-014836
Document: ef20070638_ex99-1.htm0001140361-26-014836
Document: 0001140361-26-014836-index-headers.html0001140361-26-014836
Document: 0001140361-26-014836-index.html0001140361-26-014836
Document: 0001140361-26-014836.txt0001140361-26-014836
10 reports for SNCY
Performance horizon
40% Hit rate 2 of 5 directional calls best @ T+1▲ +6.69%Apr 15, 2026
Filters
Rows
Reports for SNCY — sortable, filterable
Type Now
May 26, 2026
19d 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

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