BYD

BOYD GAMING CORP

NYSE · Hotels & Motels · Inc. NV · CIK 0000906553
$86.78 -1.13% $6.5B
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)4 Institutional Exits
Vol
Market Cap$6.5B
Cap SizeMid Cap
Analyst ConsensusHold (43%)
Inst. Holders10 funds
Inst. Value$1.1B
Inst. Activity1 buys / 4 sells
Insider Activity0B / 7S
Insider Net $-$21.6M
Reddit Sentiment46° Neutral
SEC Reports6
Exchange NYSE·Sector Hotels & Motels·Inc. NV·CIK 0000906553·Prev Close $87.77

Recent Activity

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 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
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.
FMR LLC — TRIM
1,521,618 shares ($129.7M)

Price Targets

$93.73 +8.0% upside Buy
Current $86.78 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 ▼ -0.8% $1.73 — $2.14 1% YoY 13
Next Q $1.72 ▼ -0.9% $1.61 — $2.02 0% YoY 13
Current FY $7.20 ▼ -0.6% $6.81 — $7.95 -3% YoY 14
Next FY $7.82 ▼ -0.5% $6.88 — $8.75 9% YoY 15

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$480.7M
ARIEL INVESTMENTS, LLC$199.5M
FMR LLC$129.7MTRIM
CHARLES SCHWAB INVESTMENT MANAGEMENT$72.1MNEW
MORGAN STANLEY$71.7M

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
10 institutional holders with $1.1B total value (12,466,481 shares) as of 2025-Q4. Top holders: VANGUARD, ARIEL, FMR. Net selling activity: 4 institutions trimmed/exited vs 1 added.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC5,639,209$480.7M45.2%
2ARIEL INVESTMENTS, LLC2,340,172$199.5M18.8%
3FMR LLC1,521,618$129.7M12.2%TRIM -26.8%
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC845,578$72.1M6.8%NEW
5MORGAN STANLEY841,477$71.7M6.7%
6NORGES BANK689,379$58.8M5.5%NEW
7BANK OF AMERICA CORP /DE/523,281$44.6M4.2%TRIM -33.2%
8RENAISSANCE TECHNOLOGIES LLC38,400$3.3M0.3%TRIM -30.8%
9WELLS FARGO & COMPANY/MN17,453$1.5M0.1%TRIM -25.0%
10TWO SIGMA INVESTMENTS, LP9,914$845.1K0.1%TRIM -50.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCTRIM2,077,4581,521,618-26.8%$129.7M2025-Q4
NORGES BANKNEW689,379$58.8M2025-Q4
BANK OF AMERICA CORP /DE/TRIM783,644523,281-33.2%$44.6M2025-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM55,50038,400-30.8%$3.3M2025-Q4
WELLS FARGO & COMPANY/MNTRIM23,27417,453-25.0%$1.5M2025-Q4
BANK OF AMERICA CORP /DE/TRIM1,139,399783,644-31.2%$67.7M2025-Q3
UBS Group AGTRIM334,357205,867-38.4%$17.8M2025-Q3
RENAISSANCE TECHNOLOGIES LLCTRIM151,50055,500-63.4%$4.8M2025-Q3
WELLS FARGO & COMPANY/MNNEAR_EXIT169,13223,274-86.2%$2.0M2025-Q3
TWO SIGMA INVESTMENTS, LPTRIM23,15711,545-50.1%$998.1K2025-Q3
NORGES BANKEXIT702,2020-100.0%$0.002025-Q3
FMR LLCADD1,443,2242,063,003+42.9%$161.4M2025-Q2
NORGES BANKNEW702,202$54.9M2025-Q2
WELLS FARGO & COMPANY/MNTRIM249,841169,132-32.3%$13.2M2025-Q2
TWO SIGMA INVESTMENTS, LPTRIM51,47923,157-55.0%$1.8M2025-Q2
CITADEL ADVISORS LLCTRIM1,005,034269,300-73.2%$17.7M2025-Q1
WELLS FARGO & COMPANY/MNDOUBLED54,107249,841+361.8%$16.4M2025-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED60,300138,900+130.3%$9.1M2025-Q1
TWO SIGMA INVESTMENTS, LPDOUBLED13,21451,479+289.6%$3.4M2025-Q1
NORGES BANKEXIT765,8210-100.0%$0.002025-Q1
UBS Group AGADD212,408356,588+67.9%$25.9M2024-Q4
RENAISSANCE TECHNOLOGIES LLCDOUBLED12,10060,300+398.3%$4.4M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW971,921$62.8M2024-Q3
12 unique insiders with 7 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. RandallDirectorA2,347$0.00$0.00
May 7, 2026Bailey John RobertDirectorA2,347$0.00$0.00
May 7, 2026Hartmeier Michael A.DirectorA2,347$0.00$0.00
May 7, 2026BOYD WILLIAM RDirectorA2,347$0.00$0.00
May 7, 2026JOHNSON MARIANNE BOYDChairmanA2,347$0.00$0.00
May 7, 2026WHETSELL PAUL WDirectorA2,347$0.00$0.00
May 7, 2026SPADAFOR CHRISTINE J.DirectorA2,347$0.00$0.00
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 & TreasurerM23,924$17.75$424.7K
Feb 26, 2026Hirsberg JoshCFO & TreasurerM23,924$0.00$0.00
Feb 23, 2026SMITH KEITHPresident and CEOA35,608$0.00$0.00
Feb 22, 2026Thompson Stephen S.Chief Administrative OfficerA15,798$0.00$0.00
Feb 22, 2026Thompson Stephen S.Chief Administrative OfficerF12,868$86.20$1.1M
Feb 22, 2026Nelson Lori M.SVP, Chief Accounting OfficerA525$0.00$0.00
Feb 22, 2026Nelson Lori M.SVP, Chief Accounting OfficerF743$86.20$64.0K
Feb 22, 2026JOHNSON MARIANNE BOYDExecutive ChairmanA8,953$0.00$0.00
Feb 22, 2026JOHNSON MARIANNE BOYDExecutive ChairmanF3,524$86.20$303.8K
Feb 22, 2026SMITH KEITHPresident and CEOA63,188$0.00$0.00
Feb 22, 2026SMITH KEITHPresident and CEOF41,234$86.20$3.6M
Feb 22, 2026Hirsberg JoshCFO & TreasurerA16,455$0.00$0.00
Feb 22, 2026Hirsberg JoshCFO & TreasurerF16,918$86.20$1.5M
Feb 22, 2026Clinton UriGeneral Counsel & SecretaryA11,586$0.00$0.00
Feb 22, 2026Clinton UriGeneral Counsel & SecretaryF9,499$86.20$818.8K
Feb 19, 2026Nelson Lori M.SVP, Chief Accounting OfficerA1,335$0.00$0.00
Feb 19, 2026SMITH KEITHPresident and CEOA42,730$0.00$0.00
Feb 19, 2026Hirsberg JoshCFO & TreasurerA16,024$0.00$0.00
Feb 19, 2026Clinton UriGeneral Counsel & SecretaryA11,869$0.00$0.00
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 +8.0% upside Buy (2.35)
$81.00 Low $110.00 High
MetricValue
Current Price$86.78
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% -0.8% 4↑ 9↓ $1.0B 0.3% 13
Next Q
2026-09-30
$1.72 $1.61 $2.02 0.1% -0.9% 4↑ 9↓ $1.0B 1.2% 13
Current FY
2026-12-31
$7.20 $6.81 $7.95 -2.7% -0.6% 3↑ 10↓ $4.1B 1.1% 14
Next FY
2027-12-31
$7.82 $6.88 $8.75 8.6% -0.5% 4↑ 8↓ $4.2B 2.4% 15

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.881
7d ago$1.881
30d ago$1.895-0.014
60d ago$1.961-0.080
90d ago$1.961-0.081
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 4h 57m ago
sodium ion batteries and byd and CATL
▲ 1 💬 0 ⚡ 0.5
r/investing Bearish 7d 4h ago
BYD, am I right in thinking there’s potential here?
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 12d 6h ago
LiDAR sensors is the next super cycle and you're going to buy the wrong stock
▲ 1 💬 0 ⚡ 0.5
r/stocks Bearish 15d 5h ago
Joby vs Archer is it the new BYD vs Tesla?
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 19d 17h ago
What do we think about BYD now?
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 20d 9h ago
Positioning for "Connected Vehicle Security Act of 2026"
▲ 1 💬 1 ⚡ 0.5
r/stocks Bullish 23d 5h 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 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 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
Apr 13, 2026
dark_pool
Dark Pool: BYD — 1.1M shares, 31,224 trades
Week starting 2026-04-13. Total ATS volume: 1,132,540 shares across 31,224 trades.
Apr 6, 2026
dark_pool
Dark Pool: BYD — 1.0M shares, 25,239 trades
Week starting 2026-04-06. Total ATS volume: 963,770 shares across 25,239 trades.