Nasdaq· Hotels & Motels· Inc. DE· CIK 0001653653

RRR

Red Rock Resorts, Inc.

$50.31 ▲ +2.82%

Prev close $48.93

Market cap$5.2B

ConsensusStrong Buy

12-mo target$73.39 (+45.9%)

▲ Bullish

Analyst conviction 9/10

Insider Selling Cluster (2 insiders)24 New Institutional Positions15 Institutional Exits Services

Snapshot

The big-picture read on RRR right now — valuation, ownership and activity at a glance.

Market Cap

$5.2B

Cap Size

Mid Cap

Analyst Consensus

Strong Buy (86%)

Inst. Holders

50 funds

Inst. Value

$3.3B

Inst. Activity

24 buys / 15 sells

Insider Activity

$0.00 buy / $3.0M sell

Insider Net $

-$3.0M

SEC Reports

Price chart 30d -11.9%

Daily candles (open–high–low–close) with volume. Green = up day, red = down day.

Vol

Recent activity

The latest filings, insider trades, analyst actions, press and options flow — newest first.

Sep 24, 2026 short_volume

Short Volume: RRR — 64.3% short (0.4M / 0.7M)

Short: 443,523 | Exempt: 687 | TRF Vol: 689,292 | Short Ratio: 64.3% | Off-exchange volume (dark poo

Sep 1, 2026 Insider

Welch Jeffrey T sold 9,000 shares

EVP and Chief Legal Officer @ $55.88 ($502.9K)

Aug 14, 2026 SEC

Two top executives at Red Rock Resorts — the President and the COO — executed open-market sales totaling $2.54M within a

CLUSTER — Impact 3/10

Aug 12, 2026 Insider

Nichols Kord sold 9,791 shares

EVP & Chief Operating Officer @ $63.00 ($616.8K)

Aug 11, 2026 Insider

Nichols Kord surrendered for taxes 17,209 shares

EVP & Chief Operating Officer @ $62.15 ($1.1M)

Jun 30, 2026 Inst.

FMR LLC — ADD

2,733,008 shares ($177.8M)

Jun 30, 2026 Inst.

UBS Group AG — DOUBLED

784,848 shares ($51.1M)

Jun 11, 2026 SEC

Five institutions added $37.4M to RRR positions in Q3 2025, with Invesco, D.E. Shaw, and RenTech roughly doubling their

INST-CLUSTER — Impact 5/10

Analyst ratings buy % +8.9%

How Wall Street rates the stock today, and the latest firm-by-firm actions.

Strong Buy 86% rate it Buy or better · 21 analysts

Strong Buy 4 19% Buy 14 67% Hold 3 14% Sell 0 0% Strong Sell 0 0%

Recent analyst actions

Date	Firm	Action	Rating	Firm rating
Sep 2, 2026	Wolfe Research	INITIATE	Outperform	52%
Aug 17, 2026	Macquarie	MAINTAIN	Outperform	55%
Aug 5, 2026	Macquarie	MAINTAIN	Outperform	55%
Aug 5, 2026	Citizens	MAINTAIN	Market Outperform	38%
Aug 5, 2026	Wells Fargo	MAINTAIN	Overweight	54%
Aug 5, 2026	Barclays	MAINTAIN	Overweight	54%
Jul 21, 2026	Benchmark	MAINTAIN	Buy	54%
Jul 20, 2026	B of A Securities	MAINTAIN	Neutral	54%
Jul 20, 2026	Truist Securities	MAINTAIN	Buy	55%
Jul 15, 2026	JP Morgan	MAINTAIN	Overweight	55%

Monthly consensus history

Period	Str. Buy	Buy	Hold	Buy %
Sep 1, 2026	4	14	3	86%
Aug 1, 2026	4	14	3	86%
Jul 1, 2026	4	13	4	81%
Jun 1, 2026	4	12	4	80%
May 1, 2026	4	12	4	80%
Apr 1, 2026	4	11	4	79%
Mar 1, 2026	4	11	4	79%
Feb 1, 2026	4	11	4	79%

Price targets

Where 18 covering analysts think RRR trades over the next 12 months.

$73.39 +45.9% upside Strong Buy

Current$50.31 Low$61.00 Median$74.00 High$78.00 18 analysts

$61.00$78.00

Analyst rating None as of Oct 2, 2026

Reports & filings

AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.

2 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 1 neutral · avg impact 4.0/10.

NEUTRALCLUSTER3/10

Two top executives at Red Rock Resorts — the President and the COO — executed open-market sales tota

Aug 14, 2026

BULLISHINST-CLUSTER5/10

Five institutions added $37.4M to RRR positions in Q3 2025, with Invesco, D.E. Shaw, and RenTech rou

Jun 11, 2026

Upcoming & catalyst events

Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.

Sep 24, 2026

short_volume

Short Volume: RRR — 64.3% short (0.4M / 0.7M)

Short: 443,523 | Exempt: 687 | TRF Vol: 689,292 | Short Ratio: 64.3% | Off-exchange volume (dark pool + OTC)

Sep 15, 2026

short_interest_report

Short Interest: RRR up 36% to 4.8M shares

Settlement 2026-09-15 | Days to cover: 5.05 | ≈4.55% of shares outstanding (est.)

Sep 8, 2026

short_volume

Short Volume: RRR — 85.0% short (0.5M / 0.6M)

Short: 528,440 | Exempt: 0 | TRF Vol: 622,021 | Short Ratio: 85.0% | Off-exchange volume (dark pool + OTC)

Sep 3, 2026

short_volume

Short Volume: RRR — 86.5% short (0.5M / 0.6M)

Short: 498,696 | Exempt: 0 | TRF Vol: 576,445 | Short Ratio: 86.5% | Off-exchange volume (dark pool + OTC)

Aug 13, 2026

ftd

FTD: RRR — 22,447 shares ($1.4M) failed to deliver

Settlement: 20260813, Price: $63.09, FTD Value: $1,416,181.23, RED ROCK RESORTS INC CL A (DE)

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	$0.44	$0.19–$0.85	7.8%	+10.8%	2↑ 6↓	$0.5B	11
Next Q	$0.67	$0.35–$1.18	-10.8%	+26.0%	4↑ 4↓	$0.5B	11
Current FY	$2.09	$1.38–$3.26	-32.9%	+9.6%	3↑ 5↓	$2.0B	11
Next FY	$2.65	$1.57–$4.43	26.4%	+7.8%	3↑ 5↓	$2.1B	11

Current-quarter EPS estimate — revision history

When	EPS estimate	Change vs now
Current	$0.444	—
7d ago	$0.439	+0.005
30d ago	$0.401	+0.043
60d ago	$0.396	+0.048
90d ago	$0.329	+0.115

Institutional ownership

Which big funds own RRR (from quarterly 13F filings) and who is adding or trimming.

50 institutional holders with $3.3B total value (50,112,461 shares) as of 2026-Q2. Top holders: BAMCO, BlackRock,, VANGUARD. Net buying activity: 24 institutions added/increased vs 15 reduced.

Top holders — 2026-Q2

Fund	Shares	Value	% Tracked	Last move
BAMCO INC /NY/	16,391,131	$1.1B	32.7%	—
BlackRock, Inc.	7,327,541	$476.7M	14.6%	—
VANGUARD PORTFOLIO MANAGEMENT LLC	3,436,801	$223.6M	6.9%	—
FMR LLC	2,733,008	$177.8M	5.5%	ADD +45.2%
VANGUARD CAPITAL MANAGEMENT LLC	2,312,057	$150.4M	4.6%	—
STATE STREET CORP	1,883,396	$122.5M	3.8%	—
Diamond Hill Capital Management, LLC (Investment Advisor)	1,855,878	$120.7M	3.7%	—
GEODE CAPITAL MANAGEMENT, LLC	1,301,332	$84.7M	2.6%	—
WESTFIELD CAPITAL MANAGEMENT CO LP	1,261,559	$82.1M	2.5%	—
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1,245,359	$81.0M	2.5%	—

Recent position changes

Fund	Action	Prev	Current	Change	Value
FMR LLC	ADD	1,881,603	2,733,008	+45.2%	$177.8M
UBS Group AG	DOUBLED	322,930	784,848	+143.0%	$51.1M
MILLENNIUM MANAGEMENT LLC	ADD	256,594	384,235	+49.7%	$25.0M
Woodline Partners LP	ADD	203,894	327,779	+60.8%	$21.3M
Connor, Clark & Lunn Investment Management Ltd.	ADD	114,288	218,850	+91.5%	$14.2M
Hudson Bay Capital Management LP	NEW	—	211,124	—	$13.7M
CITADEL ADVISORS LLC	DOUBLED	17,662	198,078	+1021.5%	$12.9M
JPMORGAN CHASE & CO	ADD	79,483	151,380	+90.5%	$10.1M
VICTORY CAPITAL MANAGEMENT INC	DOUBLED	7,745	141,634	+1728.7%	$9.2M
VOLORIDGE INVESTMENT MANAGEMENT, LLC	TRIM	259,741	124,468	-52.1%	$8.1M

Insider activity

Buying and selling by company executives and directors (SEC Form 4).

9 insiders, 31 transactions. Net -$3.0M — $0.00 bought, $3.0M sold.

Date	Insider	Title	Type	Shares	Price	Value
Sep 1, 2026	Welch Jeffrey T	EVP and Chief Legal Officer	SELL	9,000	$55.88	$502.9K
Aug 12, 2026	Nichols Kord	EVP & Chief Operating Officer	SELL	9,791	$63.00	$616.8K
Aug 11, 2026	Nichols Kord	EVP & Chief Operating Officer	TAX W/H	17,209	$62.15	$1.1M
Aug 11, 2026	Nichols Kord	EVP & Chief Operating Officer	EXERCISE	27,000	$24.98	$674.5K
Aug 7, 2026	KREEGER SCOTT	President	SELL	31,159	$61.78	$1.9M
Aug 6, 2026	KREEGER SCOTT	President	EXERCISE	46,400	$42.56	$2.0M
Aug 6, 2026	KREEGER SCOTT	President	EXERCISE	128,600	$44.19	$5.7M
Aug 6, 2026	KREEGER SCOTT	President	TAX W/H	143,841	$61.95	$8.9M
Jun 11, 2026	FERTITTA FRANK J III	Chief Executive Officer	AWARD	148,427	—	—
Jun 11, 2026	Nichols Kord	EVP & Chief Operating Officer	AWARD	32,092	—	—

Short interest & halts

FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for RRR.

Shares short

4,774,076

Settlement Sep 15, 2026

Change vs prior

+36.5%

Semi-monthly cycle

Days to cover

5.0

At avg daily volume

Of shares outstanding

≈4.5%

Estimate — not % of float

All RRR filing & press-release reports (2)

CLUSTER reportAug 14, 2026
INST-CLUSTER reportJun 11, 2026