Boyd Gaming
About: Boyd Gaming Corp is a multi-jurisdictional gaming company. The company operates wholly-owned gaming entertainment properties (casino space, slot machines, table games, and hotel rooms) in Nevada, Illinois, Indiana, Iowa, Kansas, Louisiana, Mississippi, Missouri, Ohio, and Pennsylvania. Geographical regions separate its business segments: Las Vegas Locals, Downtown Las Vegas, Midwest and South, and Online. Midwest and South hold the key number of entertainment properties, and it generate the majority of sales for the company.
Employees: 16,129
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 8 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
125% more funds holding in top 10
Funds holding in top 10: 4 [Q3] → 9 (+5) [Q4]
80% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 35
21% more call options, than puts
Call options by funds: $130M | Put options by funds: $107M
13% more capital invested
Capital invested by funds: $3.94B [Q3] → $4.48B (+$531M) [Q4]
6% more funds holding
Funds holding: 322 [Q3] → 341 (+19) [Q4]
0.52% more ownership
Funds ownership: 66.71% [Q3] → 67.22% (+0.52%) [Q4]
10% less repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 124
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$71
3%
upside
Avg. target
$78
13%
upside
High target
$88
27%
upside
8 analyst ratings
4 positive
50%
4 neutral
50%
0 negative
0%
Macquarie Chad Beynon 28% 1-year accuracy 15 / 53 met price target | 7%upside $74 | Neutral Maintained | 25 Apr 2025 |
Susquehanna Joseph Stauff 41% 1-year accuracy 15 / 37 met price target | 10%upside $76 | Positive Maintained | 25 Apr 2025 |
Stifel Steven Wieczynski 44% 1-year accuracy 16 / 36 met price target | 3%upside $71 | Hold Maintained | 25 Apr 2025 |
Mizuho Ben Chaiken 28% 1-year accuracy 15 / 54 met price target | 24%upside $86 | Outperform Maintained | 25 Apr 2025 |
Barclays Brandt Montour 41% 1-year accuracy 36 / 88 met price target | 6%upside $73 | Equal-Weight Maintained | 22 Apr 2025 |
Financial journalist opinion
Based on 17 articles about BYD published over the past 30 days
Neutral
Seeking Alpha
3 days ago
Boyd Gaming: No Recession Clouds On The Horizon
Boyd Gaming's Q1 FY 2025 results beat expectations with $1.62 EPS and $991.6 million in revenue, showing resilience despite broader consumer discretionary sector struggles. Casino traffic trends defy recession fears, with core customer share growing and steady spending, indicating strong consumer engagement at Boyd's properties. Boyd's strategic investments, including property renovations and expansions, and robust online segment growth, position it well for continued success and shareholder returns.
Positive
Zacks Investment Research
5 days ago
Boyd Gaming Q1 Earnings & Revenues Beat Estimates, Increase Y/Y
BYD's first-quarter results reflect solid segmental contributions on account of strong customer engagement.
Neutral
Seeking Alpha
6 days ago
Boyd Gaming Corporation (BYD) Q1 2025 Earnings Call Transcript
Start Time: 17:00 January 1, 0000 5:51 PM ET Boyd Gaming Corporation (NYSE:BYD ) Q1 2025 Earnings Conference Call April 24, 2025, 17:00 PM ET Company Participants Keith Smith - President and CEO Josh Hirsberg - EVP and CFO David Strow - VP, Corporate Communications Conference Call Participants Carlo Santarelli - Deutsche Bank Shaun Kelley - Bank of America David Katz - Jeffries Steve Wieczynski - Stifel Jordan Bender - Citizens Brandt Montour - Barclays Ben Chaiken - Mizuho Joe Stauff - Susquehanna Chad Beynon - Macquarie Max Marsh - CBRE Barry Jonas - Truist Securities David Strow Good afternoon, and welcome to the Boyd Gaming First Quarter 2025 Earnings Conference Call. My name is David Strow, Vice President of Corporate Communications for Boyd Gaming.
Positive
Zacks Investment Research
6 days ago
Boyd (BYD) Reports Q1 Earnings: What Key Metrics Have to Say
The headline numbers for Boyd (BYD) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Positive
Zacks Investment Research
6 days ago
Boyd Gaming (BYD) Tops Q1 Earnings and Revenue Estimates
Boyd Gaming (BYD) came out with quarterly earnings of $1.62 per share, beating the Zacks Consensus Estimate of $1.52 per share. This compares to earnings of $1.51 per share a year ago.
Neutral
PRNewsWire
6 days ago
BOYD GAMING REPORTS FIRST-QUARTER 2025 RESULTS
LAS VEGAS , April 24, 2025 /PRNewswire/ -- Boyd Gaming Corporation (NYSE: BYD) today reported financial results for the first quarter ended March 31, 2025. Keith Smith, President and Chief Executive Officer of Boyd Gaming, said: "During the first quarter, we achieved revenue and Adjusted EBITDAR growth on both a Companywide and property-level basis, maintaining property operating margins of 40% – an impressive performance by our Company, considering the impact of severe weather this year across our Midwest & South segment, as well as difficult comparisons to Leap Year.
Positive
Zacks Investment Research
1 week ago
Boyd Gaming Gears Up for Q1 Earnings: What's in Store for the Stock?
BYD's first-quarter top line is likely to have been aided by increased visitation, and the robust performances of the Online and Room businesses.
Positive
Zacks Investment Research
1 week ago
Will Boyd (BYD) Beat Estimates Again in Its Next Earnings Report?
Boyd (BYD) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Positive
Zacks Investment Research
1 week ago
Boyd (BYD) Q1 Earnings Preview: What You Should Know Beyond the Headline Estimates
Beyond analysts' top -and-bottom-line estimates for Boyd (BYD), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended March 2025.
Positive
The Motley Fool
1 week ago
5 Warren Buffett Stocks You Can Buy Right Now on Sale -- and 2 I'd Avoid (for Now)
Berkshire Hathaway (BRK.A 0.82%) (BRK.B 0.39%) has held up rather well in the stock market downturn, but some of the companies in Berkshire's closely watched stock portfolio are trading for major discounts. In this video, I'll discuss five of Berkshire's stocks that are attractive, as well as two that I'd stay away from for the time being.
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