Market Cap
$4.8B
BYD
BOYD GAMING CORP
$67.68 ▲ +2.44%
Prev close $66.07Market cap$4.8B
ConsensusHold
12-mo target$95.94 (+41.8%)
▲ Neutral
Analyst conviction 4/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)31 New Institutional Positions19 Institutional Exits Gaming & Esports
Snapshot
The big-picture read on BYD right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Hold (43%)
Inst. Holders
50 funds
Inst. Value
$3.4B
Inst. Activity
31 buys / 19 sells
Insider Activity
$0.00 buy / $24.8M sell
Insider Net $
-$24.8M
Social Sentiment
57° Neutral
SEC Reports
9
Price chart 30d -11.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 earnings
BOYD GAMING TO REPORT THIRD-QUARTER 2026 RESULTS, HOST CONFERENCE CALL AND WEBCAST ON OCTOBER 22
LAS VEGAS, Oct. 1, 2026 /PRNewswire/ -- Boyd Gaming Corporation (NYSE: BYD) announced that the confe
Aug 24, 2026 Insider
Aug 15, 2026 SEC JOHNSON MARIANNE BOYD sold 12 shares
Director @ $82.00 ($984.00)
Institutional activity in BYD during 2026-Q2 shows a mixed picture: 9 buyers accumulated $133.2M in new positions (led b
INST-CLUSTER — Impact 4/10
Jul 28, 2026 Insider
Jul 23, 2026 SEC Hirsberg Josh sold 12,777 shares
CFO & Treasurer @ $89.76 ($1.1M)
Boyd Gaming reported Q2 2026 adjusted EPS of $1.93, a 2.0% beat vs. the $1.89 consensus, on revenue of $1.03B which was
PRESS-RELEASE — Impact 5/10
Jul 22, 2026 Insider
ROETH GEORGE C was granted 2,043 shares
Director
Jun 30, 2026 Inst.
AMERICAN CENTURY COMPANIES INC — ADD
1,363,047 shares ($120.4M)
Jun 30, 2026 Inst.
Boston Partners — TRIM
1,097,116 shares ($96.9M)
Analyst ratings buy % -10.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
43% rate it Buy or better · 23 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 2, 2026 | Wolfe Research | INITIATE | Peer Perform | 52% |
| Aug 17, 2026 | Macquarie | MAINTAIN | Neutral | 55% |
| Jul 27, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jul 24, 2026 | Stifel | MAINTAIN | Hold | 54% |
| Jul 24, 2026 | Susquehanna | MAINTAIN | Neutral | 56% |
| Jul 24, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 17, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Jul 15, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 14, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jun 26, 2026 | Goldman Sachs | INITIATE | Neutral | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 6 | 13 | 0 | 0 | 43% | |
| Aug 1, 2026 | 4 | 6 | 13 | 0 | 0 | 43% | |
| Jul 1, 2026 | 4 | 7 | 13 | 0 | 0 | 46% | |
| Jun 1, 2026 | 4 | 5 | 12 | 0 | 0 | 43% | |
| May 1, 2026 | 4 | 5 | 12 | 0 | 0 | 43% | |
| Apr 1, 2026 | 4 | 6 | 11 | 0 | 0 | 48% | |
| Mar 1, 2026 | 4 | 6 | 11 | 0 | 0 | 48% | |
| Feb 1, 2026 | 4 | 6 | 11 | 0 | 0 | 48% |
Price targets
Where 16 covering analysts think BYD trades over the next 12 months.
$95.94 +41.8% upside Strong Buy
Current$67.68 Low$87.00 Median$93.50 High$111.00 16 analysts
$87.00$111.00
Analyst rating Buy· 2.4/5 as of Oct 2, 2026
Social media sentiment mood +67.5%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
57°
Neutral
BearishNeutralBullish
Recent posts
Tesla reports 486,532 vehicle deliveries for third quarter, topping expectation
▲ 1 · 💬 5· ⚡ 0.6
Tesla reports 486,532 vehicle deliveries for third quarter, topping expectation
▲ 1 · 💬 6· ⚡ 0.6
Is a 2027 solid-state battery a pilot batch or a step toward scale?
▲ 1 · 💬 2· ⚡ 0.5
BYD is stupid cheap on paper right now, and Xi's visiting Trump this week. Anyone else watching this?
▲ 1 · 💬 0· ⚡ 0.5
Is keeping Chinese EVs out of the US actually making Detroit stronger?
▲ 1 · 💬 5· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
9 SEC filing reports analyzed · 0 bullish, 2 bearish, 2 mixed, 5 neutral · avg impact 3.6/10.
MIXEDINST-CLUSTER4/10
Institutional activity in BYD during 2026-Q2 shows a mixed picture: 9 buyers accumulated $133.2M in
Aug 15, 2026
MIXEDPRESS-RELEASE5/10
Boyd Gaming reported Q2 2026 adjusted EPS of $1.93, a 2.0% beat vs. the $1.89 consensus, on revenue
Jul 23, 2026
NEUTRAL8-K2/10
Boyd Gaming appointed two new independent directors, Stacia J. Andersen and George C. Roeth, expandi
Jun 26, 2026
BEARISHCLUSTER5/10
Two top executives at Boyd Gaming, CEO Keith Smith and Chief Legal Officer Uri Clinton, sold a combi
Jun 9, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
earnings
BOYD GAMING TO REPORT THIRD-QUARTER 2026 RESULTS, HOST CONFERENCE CALL AND WEBCAST ON OCTOBER 22
LAS VEGAS, Oct. 1, 2026 /PRNewswire/ -- Boyd Gaming Corporation (NYSE: BYD) announced that the conference call to review the Company's third-quarter 2
Sep 24, 2026
short_volume
Short Volume: BYD — 75.4% short (0.4M / 0.5M)
Short: 388,573 | Exempt: 37 | TRF Vol: 515,650 | Short Ratio: 75.4% | Off-exchange volume (dark pool + OTC)
Sep 10, 2026
short_volume
Short Volume: BYD — 73.3% short (0.4M / 0.5M)
Short: 381,094 | Exempt: 300 | TRF Vol: 519,586 | Short Ratio: 73.3% | Off-exchange volume (dark pool + OTC)
Sep 10, 2026
ftd
FTD: BYD — 124,550 shares ($9.4M) failed to deliver
Settlement: 20260910, Price: $75.41, FTD Value: $9,392,315.5, BOYD GAMING CORP
Sep 7, 2026
dark_pool
Dark Pool: BYD — 1.3M shares, 36,014 trades
Week starting 2026-09-07. Total ATS volume: 1,331,027 shares across 36,014 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.67 | $0.89–$2.01 | -2.9% | +0.2% | 4↑ 11↓ | $1.0B | 16 |
| Next Q | $1.93 | $1.11–$2.20 | -12.6% | +0.6% | 7↑ 7↓ | $1.1B | 16 |
| Current FY | $7.10 | $5.53–$7.75 | -4.0% | +0.3% | 6↑ 9↓ | $4.1B | 16 |
| Next FY | $7.77 | $5.65–$8.71 | 9.3% | +0.1% | 6↑ 9↓ | $4.2B | 17 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.670 | — |
| 7d ago | $1.670 | — |
| 30d ago | $1.667 | +0.003 |
| 60d ago | $1.668 | +0.002 |
| 90d ago | $1.720 | -0.051 |
Institutional ownership
Which big funds own BYD (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $3.4B total value (38,548,566 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 31 institutions added/increased vs 19 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 5,510,437 | $486.7M | 14.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,514,999 | $222.1M | 6.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,375,026 | $209.8M | 6.2% | — |
| ARIEL INVESTMENTS, LLC | 2,182,342 | $192.8M | 5.7% | — |
| STATE STREET CORP | 1,886,210 | $167.0M | 4.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,455,524 | $128.6M | 3.8% | — |
| AMERICAN CENTURY COMPANIES INC | 1,363,047 | $120.4M | 3.5% | ADD +58.7% |
| Boston Partners | 1,097,116 | $96.9M | 2.8% | TRIM -60.2% |
| Invesco Ltd. | 1,018,273 | $89.9M | 2.6% | — |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,012,244 | $89.4M | 2.6% | TRIM -25.4% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | ADD | 858,854 | 1,363,047 | +58.7% | $120.4M |
| Boston Partners | TRIM | 2,757,681 | 1,097,116 | -60.2% | $96.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | 1,356,008 | 1,012,244 | -25.4% | $89.4M |
| FMR LLC | TRIM | 1,325,337 | 953,017 | -28.1% | $84.2M |
| MORGAN STANLEY | ADD | 574,562 | 799,675 | +39.2% | $70.6M |
| BANK OF AMERICA CORP /DE/ | ADD | 569,427 | 792,968 | +39.3% | $70.0M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 215,783 | 591,708 | +174.2% | $52.3M |
| UBS Group AG | ADD | 277,835 | 498,733 | +79.5% | $44.1M |
| BAMCO INC /NY/ | DOUBLED | 79,700 | 466,256 | +485.0% | $41.2M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | DOUBLED | 116,075 | 452,535 | +289.9% | $40.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
14 insiders, 39 transactions. Net -$24.8M — $0.00 bought, $24.8M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 24, 2026 | JOHNSON MARIANNE BOYD | Director | SELL | 12 | $82.00 | $984.00 |
| Jul 28, 2026 | Hirsberg Josh | CFO & Treasurer | SELL | 12,777 | $89.76 | $1.1M |
| Jul 22, 2026 | ROETH GEORGE C | Director | AWARD | 2,043 | — | — |
| Jul 22, 2026 | Andersen Stacia J.P. | Director | AWARD | 2,043 | — | — |
| Jun 30, 2026 | JOHNSON MARIANNE BOYD | Director | TAX W/H | 30,823 | $88.33 | $2.7M |
| Jun 30, 2026 | JOHNSON MARIANNE BOYD | Director | AWARD | 30,351 | — | — |
| Jun 9, 2026 | Clinton Uri | Chief Legal Off. & Secretary | SELL | 3,468 | $87.69 | $304.1K |
| Jun 3, 2026 | SMITH KEITH | President and CEO | SELL | 100,000 | $85.90 | $8.6M |
| May 13, 2026 | SPADAFOR CHRISTINE J. | Director | SELL | 1,237 | $80.91 | $100.1K |
| May 7, 2026 | Thoman A. Randall | Director | AWARD | 2,347 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for BYD.
Shares short
5,364,822
Settlement Sep 15, 2026
Change vs prior
+19.6%
Semi-monthly cycle
Days to cover
5.7
At avg daily volume
Of shares outstanding
≈7.4%
Estimate — not % of float
All BYD filing & press-release reports (9)
- INST-CLUSTER reportAug 15, 2026
- PRESS-RELEASE reportJul 23, 2026
- 8-K reportJun 26, 2026
- CLUSTER reportJun 9, 2026
- 8-K reportMay 7, 2026
- 144 reportApr 29, 2026
- 8-K reportApr 23, 2026
- DEFA14A reportMar 20, 2026
- 8-K reportFeb 24, 2026