The stock will trade towards the $53.00 offer price, with the spread reflecting the risk of deal completion and time to close (expected by end of 2026). Monitor for any competing bids, regulatory hurdles, or shareholder opposition that could widen the spread. The 96% premium provides a clear floor for the stock price in the near term.
Price Chart
Executive Summary
MarineMax (HZO) has entered into a definitive agreement to be acquired by Safe Harbor Marinas, a Blackstone Infrastructure Partners portfolio company, for $53.00 per share in cash, representing an enterprise value of approximately $1.5 billion. The all-cash transaction represents a 96% premium to the closing price on January 30, 2026, and a 113% premium to the 90-day VWAP. The deal is expected to close by end of calendar year 2026, subject to shareholder and regulatory approvals, and will take MarineMax private.
Key Facts
- Safe Harbor Marinas will acquire all outstanding MarineMax shares for $53.00 per share in cash.
- Enterprise value of approximately $1.5 billion.
- 96% premium to the $27.03 closing price on January 30, 2026 (last trading day before an unsolicited proposal).
- 113% premium to the 90-day volume weighted average price as of January 30, 2026.
- Transaction unanimously approved by MarineMax's Board of Directors.
- Expected to close by end of calendar year 2026.
- Closing is not subject to a financing condition.
- MarineMax will become a privately held company and delist from the NYSE.
- Management team is expected to remain in place.
- The Board recommends shareholders vote in favor of the transaction.
Financial Impact
$1.5 billion enterprise value all-cash acquisition at $53.00/share, representing a 96% premium to pre-announcement price.
Risk Factors
- Shareholder vote may not approve the transaction.
- Regulatory approvals may not be obtained or may be delayed.
- A competing offer could emerge, potentially at a lower price or with different terms.
- Litigation could delay or block the deal.
- Macroeconomic conditions or changes in the recreational boating industry could impact the transaction.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| DEFA14A Filing (Primary) | 0001193125-26-342472 |
| Document: 0001193125-26-342472-index-headers.html | 0001193125-26-342472 |
| Document: 0001193125-26-342472-index.html | 0001193125-26-342472 |
| Document: 0001193125-26-342472.txt | 0001193125-26-342472 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 12, 2026 7w ago | ANALYST-DOWNGRADE | $52.13 $52.20 | ▼ −0.13% | ▼ −2.03% | $52.35 (−0.42%) |
Aug 11, 2026 7w ago | ANALYST-DOWNGRADE | $52.46 $52.17 | ▲ +0.55% | ▼ −0.51% | $52.35 (+0.21%) |
Aug 11, 2026 7w ago | ANALYST-DOWNGRADE | $52.46 $52.17 | ▲ +0.55% | ▼ −0.51% | $52.35 (+0.21%) |
Aug 10, 2026 7w ago | DEFA14A | $52.46 $52.17 | ▼ −0.55% | ▲ +0.51% | $52.35 (−0.21%) |
Aug 10, 2026 7w ago | DEFA14A | $52.12 $52.17 | ▲ +0.10% | ▲ +1.01% | $52.35 (+0.44%) |
Aug 10, 2026 7w ago | 8-K | $52.12 $52.17 | ▲ +0.10% | ▲ +1.01% | $52.35 (+0.44%) |
Jul 23, 2026 10w ago | 8-K | $33.57 $52.25 | ▲ +55.64% | ▲ +52.34% | $52.35 (+55.94%) |
Jul 21, 2026 10w ago | ANALYST-DOWNGRADE | $33.23 $52.18 | ▼ −57.03% | ▼ −54.46% | $52.35 (−57.54%) |
Jun 30, 2026 13w ago | 8-K | $35.75 $33.96 | ▼ −5.01% | ▼ −2.82% | $52.35 (+46.43%) |
Apr 23, 2026 23w ago | 8-K | $29.62 $33.59 | ▼ −13.40% | ▼ −8.77% | $52.35 (−76.74%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access