BYD

BOYD GAMING CORP

NYSE · Hotels & Motels · Inc. NV · CIK 0000906553
$87.46 +1.05% $6.5B
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)19 New Institutional Positions12 Institutional Exits
Vol
Market Cap$6.5B
Cap SizeMid Cap
Analyst ConsensusHold (43%)
Inst. Holders50 funds
Inst. Value$2.6B
Inst. Activity19 buys / 12 sells
Insider Activity0B / 7S
Insider Net $-$21.6M
Reddit Sentiment46° Neutral
SEC Reports6
Exchange NYSE·Sector Hotels & Motels·Inc. NV·CIK 0000906553·Prev Close $86.55

Recent Activity

Jun 10, 2026 short_volume
Short Volume: BYD — 68.8% short (0.4M / 0.5M)
Short: 358,603 | Exempt: 0 | TRF Vol: 520,981 | Short Ratio: 68.8% | Off-exchange volume (dark pool
Jun 9, 2026 SEC
Two top executives at Boyd Gaming, CEO Keith Smith and Chief Legal Officer Uri Clinton, sold a combined $8.89M in open-m
CLUSTER — Impact 5/10
Jun 9, 2026 Insider
Clinton Uri sold 3,468 shares
Chief Legal Off. & Secretary @ $87.69 ($304.1K)
Jun 3, 2026 Insider
SMITH KEITH sold 100,000 shares
President and CEO @ $85.90 ($8.6M)
May 13, 2026 Insider
SPADAFOR CHRISTINE J. sold 1,237 shares
Director @ $80.91 ($100.1K)
May 7, 2026 SEC
Boyd Gaming declared a regular quarterly cash dividend of $0.20 per share, payable July 15, 2026, to shareholders of rec
8-K — Impact 2/10
Apr 29, 2026 SEC
William S. Boyd, a 10% stockholder of Boyd Gaming, filed a Form 144 notice of intent to sell 8,514 shares of common stoc
144 — Impact 2/10
Inst.
Invesco Ltd. — TRIM
974,122 shares ($80.1M)

Price Targets

$93.73 +7.2% upside Buy
Current $87.46 Low $81.00 Median $91.00 High $110.00 15 analysts
$81.00 $110.00

Analyst Ratings

Hold43% buy · 21 analysts
4Strong Buy
5Buy
12Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 19, 2026 Macquarie MAINTAIN Neutral → Neutral
Apr 24, 2026 Macquarie MAINTAIN Neutral → Neutral
Apr 24, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight
Apr 24, 2026 Mizuho MAINTAIN Outperform → Outperform
Apr 24, 2026 JP Morgan MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.88 $1.73 — $2.14 1% YoY 13
Next Q $1.72 $1.61 — $2.02 0% YoY 13
Current FY $7.20 $6.81 — $7.95 -3% YoY 14
Next FY $7.82 $6.88 — $8.75 9% YoY 15

Top Institutional Holders

FundValueMove
BlackRock, Inc.$456.3M
VANGUARD PORTFOLIO MANAGEMENT LLC$228.2M
VANGUARD CAPITAL MANAGEMENT LLC$197.5M
ARIEL INVESTMENTS, LLC$186.9M
STATE STREET CORP$161.8M

Recent Insider Trades

DateInsiderTypeValue
Jun 9, 2026Clinton UriSELL$304.1K
Jun 3, 2026SMITH KEITHSELL$8.6M
May 13, 2026SPADAFOR CHRISTINESELL$100.1K
May 7, 2026Thoman A.A$0.00
May 7, 2026Bailey JohnA$0.00

Reddit Sentiment

46°
Neutral
Bearish Neutral Bullish
30 mentions 9 bullish 12 bearish
50 institutional holders with $2.6B total value (31,047,903 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 19 institutions added/increased vs 12 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.5,551,866$456.3M17.9%
2VANGUARD PORTFOLIO MANAGEMENT LLC2,776,554$228.2M8.9%
3VANGUARD CAPITAL MANAGEMENT LLC2,403,444$197.5M7.7%
4ARIEL INVESTMENTS, LLC2,274,418$186.9M7.3%
5STATE STREET CORP1,964,165$161.8M6.3%
6ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1,356,008$111.4M4.4%
7FMR LLC1,325,337$108.9M4.3%TRIM -26.8%
8Invesco Ltd.974,122$80.1M3.1%TRIM -31.8%
9VICTORY CAPITAL MANAGEMENT INC893,265$73.4M2.9%
10Nuveen, LLC881,283$72.4M2.8%
11Gotham Asset Management, LLC858,036$70.5M2.8%ADD +25.5%
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC809,660$66.5M2.6%
13FRANKLIN RESOURCES INC753,960$62.0M2.4%TRIM -44.5%
14FIRST TRUST ADVISORS LP672,724$55.3M2.2%
15MORGAN STANLEY574,562$47.2M1.8%TRIM -31.7%
16BANK OF AMERICA CORP /DE/569,427$46.8M1.8%TRIM -33.2%
17NOMURA ASSET MANAGEMENT INTERNATIONAL INC.542,345$44.6M1.7%
18FULLER & THALER ASSET MANAGEMENT, INC.491,307$40.4M1.6%
19DIMENSIONAL FUND ADVISORS LP375,858$30.9M1.2%
20VANGUARD FIDUCIARY TRUST CO353,308$29.0M1.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Invesco Ltd.TRIM1,427,828974,122-31.8%$80.1M2026-Q1
Gotham Asset Management, LLCADD683,674858,036+25.5%$70.5M2026-Q1
FRANKLIN RESOURCES INCTRIM1,357,412753,960-44.5%$62.0M2026-Q1
MORGAN STANLEYTRIM841,477574,562-31.7%$47.2M2026-Q1
Hudson Bay Capital Management LPDOUBLED99,812248,860+149.3%$20.5M2026-Q1
Allianz Asset Management GmbHTRIM308,363210,869-31.6%$17.3M2026-Q1
Freestone Grove Partners LPDOUBLED17,034200,887+1079.3%$16.5M2026-Q1
SEI INVESTMENTS COADD149,963199,749+33.2%$16.4M2026-Q1
GAMCO INVESTORS, INC. ET ALTRIM253,900182,550-28.1%$15.0M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCADD83,137116,075+39.6%$9.5M2026-Q1
ROYCE & ASSOCIATES LPADD75,846101,596+34.0%$8.3M2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHDOUBLED34,06294,124+176.3%$7.7M2026-Q1
Russell Investments Group, Ltd.ADD35,42956,258+58.8%$4.6M2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD28,19952,777+87.2%$4.3M2026-Q1
QRG CAPITAL MANAGEMENT, INC.ADD24,40947,719+95.5%$3.9M2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUPTRIM71,84346,446-35.4%$3.7M2026-Q1
FIFTH THIRD BANCORPDOUBLED1,47444,088+2891.0%$3.6M2026-Q1
AmundiTRIM46,59230,111-35.4%$2.5M2026-Q1
Horizon Investments, LLCTRIM38,11624,251-36.4%$2.0M2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXASADD9,03814,139+56.4%$1.2M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDADD7,80012,800+64.1%$1.1M2026-Q1
Cerity Partners LLCADD7,80310,181+30.5%$836.7K2026-Q1
HighTower Advisors, LLCADD5,4178,334+53.8%$684.9K2026-Q1
XPONANCE LLCADD5,2116,754+29.6%$555.0K2026-Q1
Mitsubishi UFJ Trust & Banking CorpDOUBLED2,0966,667+218.1%$547.9K2026-Q1
12 unique insiders with 32 transactions. Net insider value: -$21.6M ($0.00 bought, $21.6M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 9, 2026Clinton UriChief Legal Off. & SecretarySELL3,468$87.69$304.1K
Jun 3, 2026SMITH KEITHPresident and CEOSELL100,000$85.90$8.6M
May 13, 2026SPADAFOR CHRISTINE J.DirectorSELL1,237$80.91$100.1K
May 7, 2026Thoman A. RandallDirectorAWARD2,347
May 7, 2026Bailey John RobertDirectorAWARD2,347
May 7, 2026Hartmeier Michael A.DirectorAWARD2,347
May 7, 2026BOYD WILLIAM RDirectorAWARD2,347
May 7, 2026JOHNSON MARIANNE BOYDChairmanAWARD2,347
May 7, 2026WHETSELL PAUL WDirectorAWARD2,347
May 7, 2026SPADAFOR CHRISTINE J.DirectorAWARD2,347
May 5, 2026JOHNSON MARIANNE BOYDChairmanSELL62,914$84.03$5.3M
May 1, 2026JOHNSON MARIANNE BOYDChairmanSELL37,086$85.27$3.2M
Feb 27, 2026Thompson Stephen S.Chief Administrative OfficerSELL19,530$83.59$1.6M
Feb 26, 2026Hirsberg JoshCFO & TreasurerEXERCISE23,924$17.75$424.7K
Feb 23, 2026SMITH KEITHPresident and CEOAWARD35,608
Feb 22, 2026Thompson Stephen S.Chief Administrative OfficerAWARD15,798
Feb 22, 2026Thompson Stephen S.Chief Administrative OfficerTAX W/H12,868$86.20$1.1M
Feb 22, 2026Nelson Lori M.SVP, Chief Accounting OfficerAWARD525
Feb 22, 2026Nelson Lori M.SVP, Chief Accounting OfficerTAX W/H743$86.20$64.0K
Feb 22, 2026JOHNSON MARIANNE BOYDExecutive ChairmanAWARD8,953
Feb 22, 2026JOHNSON MARIANNE BOYDExecutive ChairmanTAX W/H3,524$86.20$303.8K
Feb 22, 2026SMITH KEITHPresident and CEOAWARD63,188
Feb 22, 2026SMITH KEITHPresident and CEOTAX W/H41,234$86.20$3.6M
Feb 22, 2026Hirsberg JoshCFO & TreasurerAWARD16,455
Feb 22, 2026Hirsberg JoshCFO & TreasurerTAX W/H16,918$86.20$1.5M
Feb 22, 2026Clinton UriGeneral Counsel & SecretaryAWARD11,586
Feb 22, 2026Clinton UriGeneral Counsel & SecretaryTAX W/H9,499$86.20$818.8K
Feb 19, 2026Nelson Lori M.SVP, Chief Accounting OfficerAWARD1,335
Feb 19, 2026SMITH KEITHPresident and CEOAWARD42,730
Feb 19, 2026Hirsberg JoshCFO & TreasurerAWARD16,024
Feb 19, 2026Clinton UriGeneral Counsel & SecretaryAWARD11,869
Feb 18, 2026BOYD WILLIAM RDirectorSELL30,000$84.84$2.5M

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (43% buy). Based on 21 analysts: 4 strong buy, 5 buy, 12 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$93.73 mean target +7.2% upside Buy (2.35)
$81.00 Low $110.00 High
MetricValue
Current Price$87.46
Target Low$81.00
Target Mean$93.73
Target Median$91.00
Target High$110.00
# Analysts15
RecommendationBuy (2.35)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.88 $1.73 $2.14 0.6% 4↑ 9↓ $1.0B 0.3% 13
Next Q
2026-09-30
$1.72 $1.61 $2.02 0.1% 4↑ 9↓ $1.0B 1.2% 13
Current FY
2026-12-31
$7.20 $6.81 $7.95 -2.7% 3↑ 10↓ $4.1B 1.1% 14
Next FY
2027-12-31
$7.82 $6.88 $8.75 8.6% 4↑ 8↓ $4.2B 2.4% 15

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.881
7d ago$1.881
30d ago$0.000+1.881
60d ago$1.942-0.061
90d ago$1.961-0.080
9 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 19, 2026 Macquarie MAINTAIN Neutral Neutral
Apr 24, 2026 Macquarie MAINTAIN Neutral Neutral
Apr 24, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Apr 24, 2026 Mizuho MAINTAIN Outperform Outperform
Apr 24, 2026 JP Morgan MAINTAIN Neutral Neutral
Apr 24, 2026 Stifel MAINTAIN Hold Hold
Apr 16, 2026 Citigroup MAINTAIN Neutral Neutral
Apr 16, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Apr 8, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Apr 7, 2026 Susquehanna MAINTAIN Neutral Neutral
Feb 11, 2026 Susquehanna MAINTAIN Neutral Neutral
Feb 9, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Feb 6, 2026 Stifel MAINTAIN Hold Hold
Jan 16, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202645120043%
May 1, 202645120043%
Apr 1, 202646110048%
Mar 1, 202646110048%
Feb 1, 202646110048%
Jan 1, 202646110048%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

46°
Neutral
Bearish Neutral Bullish
30 mentions 9 bullish 12 bearish 30 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 10, 2026144° Neutral001
Jun 10, 2026140° Cool011
Jun 8, 2026140° Cool011
Jun 8, 2026140° Cool011
Jun 3, 2026140° Cool011
Jun 3, 2026140° Cool011
May 29, 2026140° Cool011
May 29, 2026140° Cool011
May 26, 2026140° Cool011
May 22, 2026150° Neutral001
May 22, 2026150° Neutral001
May 21, 2026156° Neutral001
May 21, 2026156° Neutral001
May 18, 2026160° Warm101
Apr 28, 2026160° Warm101
Apr 28, 2026160° Warm101
Apr 21, 2026160° Warm101
Apr 21, 2026160° Warm101
Apr 20, 2026150° Neutral001
Apr 20, 2026150° Neutral001
Apr 8, 2026160° Warm101
Apr 8, 2026160° Warm101
Apr 8, 2026140° Cool011
Apr 8, 2026140° Cool011
Mar 27, 2026140° Cool011
Mar 12, 2026140° Cool011
Mar 12, 2026160° Warm101
Mar 12, 2026160° Warm101
Mar 7, 2026156° Neutral001
Mar 7, 2026156° Neutral001

Recent Reddit Threads

r/stocks Bearish 4d 17h ago
sodium ion batteries and byd and CATL
▲ 1 💬 0 ⚡ 0.5
r/investing Bearish 11d 16h ago
BYD, am I right in thinking there’s potential here?
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 16d 18h ago
LiDAR sensors is the next super cycle and you're going to buy the wrong stock
▲ 1 💬 0 ⚡ 0.5
r/stocks Bearish 19d 18h ago
Joby vs Archer is it the new BYD vs Tesla?
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 24d 5h ago
What do we think about BYD now?
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 24d 22h ago
Positioning for "Connected Vehicle Security Act of 2026"
▲ 1 💬 1 ⚡ 0.5
r/stocks Bullish 27d 17h ago
CATL just dropped six battery platforms in one night and nobody here noticed
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 1mo ago
$BYD to the Moon 🚀💎
▲ 1 💬 1 ⚡ 0.5
r/stocks Neutral 1mo ago
Should I invest in BYD
▲ 1 💬 0 ⚡ 0.5
r/stocks Bullish 2mo ago
EV market and BYD stock performance
▲ 1 💬 0 ⚡ 0.5
r/stocks Bearish 2mo ago
BYD accused of forced labour by multiple countries.
▲ 1 💬 0 ⚡ 0.5
r/stockmarket Bullish 3mo ago
Tesla swings continue as EV leadership changes hands
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 3mo ago
BYD rolls out EV batteries with 5-minute ‘flash charging’
▲ 1 💬 1 ⚡ 0.5
r/investing Neutral 3mo ago
"Tesla is not a car company"
▲ 526 💬 296 ⚡ 28.8
Jun 10, 2026
short_volume
Short Volume: BYD — 68.8% short (0.4M / 0.5M)
Short: 358,603 | Exempt: 0 | TRF Vol: 520,981 | Short Ratio: 68.8% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: BYD — 60.7% short (0.6M / 1.0M)
Short: 579,209 | Exempt: 16 | TRF Vol: 953,625 | Short Ratio: 60.7% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: BYD — 58.8% short (0.3M / 0.5M)
Short: 301,276 | Exempt: 0 | TRF Vol: 512,469 | Short Ratio: 58.8% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: BYD — 61.2% short (0.4M / 0.6M)
Short: 388,331 | Exempt: 9 | TRF Vol: 634,527 | Short Ratio: 61.2% | Off-exchange volume (dark pool + OTC)
May 25, 2026
dark_pool
Dark Pool: BYD — 1.0M shares, 27,612 trades
Week starting 2026-05-25. Total ATS volume: 996,140 shares across 27,612 trades.
May 18, 2026
dark_pool
Dark Pool: BYD — 1.3M shares, 34,838 trades
Week starting 2026-05-18. Total ATS volume: 1,312,433 shares across 34,838 trades.
May 11, 2026
dark_pool
Dark Pool: BYD — 1.4M shares, 39,698 trades
Week starting 2026-05-11. Total ATS volume: 1,416,855 shares across 39,698 trades.
May 4, 2026
dark_pool
Dark Pool: BYD — 1.8M shares, 39,190 trades
Week starting 2026-05-04. Total ATS volume: 1,815,820 shares across 39,190 trades.
May 4, 2026
short_volume
Short Volume: BYD — 83.2% short (0.5M / 0.6M)
Short: 500,396 | Exempt: 0 | TRF Vol: 601,308 | Short Ratio: 83.2% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: BYD — 1.5M shares, 39,973 trades
Week starting 2026-04-27. Total ATS volume: 1,512,000 shares across 39,973 trades.
Apr 24, 2026
short_volume
Short Volume: BYD — 70.6% short (1.2M / 1.6M)
Short: 1,152,624 | Exempt: 16,358 | TRF Vol: 1,632,063 | Short Ratio: 70.6% | Off-exchange volume (dark pool + OTC)
Apr 23, 2026
short_volume
Short Volume: BYD — 65.4% short (0.4M / 0.6M)
Short: 399,151 | Exempt: 0 | TRF Vol: 610,620 | Short Ratio: 65.4% | Off-exchange volume (dark pool + OTC)
Apr 23, 2026
earnings_calendar
BYD Q1 2026 Earnings After Market Close — 2026-04-23
Apr 20, 2026
dark_pool
Dark Pool: BYD — 2.5M shares, 44,383 trades
Week starting 2026-04-20. Total ATS volume: 2,513,920 shares across 44,383 trades.
Apr 15, 2026
short_interest
FTD: BYD — 20,764 shares ($1.8M) failed to deliver
Settlement: 20260415, Price: $87.75, FTD Value: $1,822,041, BOYD GAMING CORP