SNCY Sun Country Airlines Holdings, Inc.

NEUTRAL Impact: 8/10 8-K
Horizon immediate Filed May 13, 2026 Processed 1mo ago SEC 0001140361-26-021071
8-K material event: Items 1.02, 2.01, 5.01
Latest settled — T+1d ⚠ clustered
SNCY ▲ 0.00% at T+1d
NEUTRAL call ✗ call lost 0.00% · α vs SPY +1.23% · entry $16.17 → $16.17
Next anchor: T+5d due 24d ago
Latest observation: T+2 +4.25% FF3 residual α
Entry anchored
May 13, 2026
via day open
T+1d
0.00%
call 0.00% · α +1.23%
$16.17
settled 4w ago
T+5d
call — · α —
due 24d ago
T+20d
call — · α —
due 2d ago
T+60d
call — · α —
in 8w

Price Chart

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Executive Summary

Allegiant Travel Company completed its acquisition of Sun Country Airlines on May 13, 2026, with Sun Country shareholders receiving $4.10 cash plus 0.1557 Allegiant shares per Sun Country share. The merger triggered a change of control, delisting of SNCY from Nasdaq, termination of Sun Country's credit agreement and tax receivable agreement (with an $80.4M TRA payment), and the departure of all Sun Country board members, with three joining the Allegiant board. This filing is the final closing confirmation of a previously announced deal — SNCY stock no longer trades, and the analysis is purely retrospective.

Actionable Insight

SNCY is delisted and no longer trades. Holders should tender shares per the merger terms to receive the consideration. Allegiant (ALGT) is now the relevant trading vehicle — monitor ALGT for post-merger integration updates and combined financials. The shareholder vote was scheduled for May 8 and closing occurred May 13 as previously guided.

Key Facts

  • Allegiant completed acquisition of Sun Country on May 13, 2026
  • Each SNCY share converted into $4.10 cash + 0.1557 Allegiant shares
  • Trading of SNCY on Nasdaq suspended prior to market open on May 13, 2026
  • All Sun Country board members ceased; three (Bricker, Vogel, Kennedy) joined Allegiant board
  • Credit and Guaranty Agreement terminated; all obligations discharged
  • Tax Receivable Agreement terminated with ~$80.4M payment to TRA holders
  • Jude Bricker resigned as Sun Country CEO, will serve as Special Advisor to Allegiant CEO
  • Sun Country became a wholly owned subsidiary of Allegiant
  • Sun Country will file Form 25 to delist from Nasdaq and Form 15 to deregister

Financial Impact

Merger consideration valued at $4.10 cash plus 0.1557 Allegiant shares per SNCY share; $80.4M TRA termination payment; credit facility fully discharged

share priceliquiditydebttax attributes

Risk Factors

  • Shareholder lawsuits challenging the merger were disclosed in prior filings but not expected to block closing
  • Integration risk for Allegiant in absorbing Sun Country's operations
  • Potential dilution from converted equity awards (options, RSUs, PRSUs)

Market Snapshot

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

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001140361-26-021071
Document: ef20073188_8k.htm0001140361-26-021071
Document: ef20073188_ex3-1.htm0001140361-26-021071
Document: 0001140361-26-021071-index-headers.html0001140361-26-021071
Document: 0001140361-26-021071-index.html0001140361-26-021071
Document: 0001140361-26-021071.txt0001140361-26-021071
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 29m)

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