SNCY Sun Country Airlines Holdings, Inc.

NEUTRAL Impact: 4/10 425
Horizon days Filed Apr 28, 2026 Processed 1mo ago SEC 0001140361-26-017520
Rule 425 M&A communications
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 14d 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 5w ago
T+20d
call — · α —
due 14d ago
T+60d
call — · α —
in 6w

Price Chart

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Executive Summary

Allegiant and Sun Country voluntarily supplement the joint proxy statement to moot two shareholder lawsuits challenging the merger. The filing includes additional financial forecasts and fairness opinion details but does not change deal terms, timeline, or consideration. The shareholder vote remains scheduled for May 8, 2026, with closing expected on May 13, 2026.

Actionable Insight

The merger remains on track. The voluntary supplement eliminates weak litigation risk. Monitor the shareholder vote on May 8; approval is likely, leading to closing on May 13. No trading opportunity expected from this filing alone.

Key Facts

  • Two shareholder lawsuits filed April 16 and 17, 2026 in New York County Supreme Court alleging disclosure deficiencies.
  • Allegiant and Sun Country voluntarily supplement the proxy statement to moot claims, without admitting liability.
  • Supplemental disclosures include updated unaudited financial forecasts for Allegiant and Sun Country through 2030.
  • Goldman Sachs illustrative DCF analysis shows Sun Country standalone present value of $18.70-$22.90 per share.
  • Pro forma combined DCF analysis implies consideration to Sun Country shareholders of $21.70-$30.75 per share.
  • Special meetings of stockholders scheduled for May 8, 2026.
  • Merger is expected to close on May 13, 2026, as previously disclosed.

Financial Impact

No material financial impact; disclosure supplement to avoid litigation delay, with immaterial cost.

Risk Factors

  • Additional shareholder lawsuits could still be filed, though unlikely to derail the deal.
  • If stockholder vote fails, merger could be delayed or terminated.
  • Regulatory approvals already received; no remaining material regulatory risk.

Market Snapshot

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

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
425 Filing (Primary)0001140361-26-017520
Document: 0001140361-26-017520-index-headers.html0001140361-26-017520
Document: 0001140361-26-017520-index.html0001140361-26-017520
Document: 0001140361-26-017520.txt0001140361-26-017520
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
14d ago
15-12G
BEARISH ★ 6/10
awaiting T+1
May 13, 2026
27d ago
8-K
NEUTRAL ★ 8/10
$16.17 $16.17· 0.00%▲ +1.23%
May 13, 2026
27d 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
7w ago
425
BULLISH ★ 8/10
$17.18 $18.33▲ +6.69%▲ +5.48%
Apr 15, 2026
7w ago
8-K
BULLISH ★ 7/10
$17.18 $18.33▲ +6.69%▲ +5.48%
Apr 15, 2026
7w ago
425
BULLISH ★ 8/10
$17.18 $18.33▲ +6.69%▲ +5.48%
Showing 10 of 10

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