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NYSE · Consumer Discretionary

BOYD GAMING CORP BYD

Boyd Gaming Corporation, together with its subsidiaries, operates as a multi-jurisdictional gaming company in the United States and Canada. The company operates through Las Vegas Locals, Downtown Las Vegas, Midwest & South, and Online segments. It owns and operates casinos; Boyd Interactive, an online casino gaming business; and a travel agency.

Sources StockAnalysis company profile stockanalysis.com
Hotels/Resorts

Company profile

Business mix

  • The company operates through Las Vegas Locals, Downtown Las Vegas, Midwest & South, and Online segments.
  • It owns and operates casinos; Boyd Interactive, an online casino gaming business; and a travel agency.
  • The company was formerly known as The Boyd Group and changed its name to Boyd Gaming Corporation in April 1993.
  • Boyd Gaming Corporation was founded in 1975 and is headquartered in Las Vegas, Nevada.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in resorts & casinos?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 3.81 FCF 4.3% Buyback 11.78%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Ariel Investments John Rogers 2.1% $186.9M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.2% $70.5M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $42.0M Estimated from net added shares
Reduction amount $67.7M Estimated from net reduced shares
Net share change / base shares -9.1% -312,144 / 3,444,598
Gotham Asset Management Joel Greenblatt 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 20.4% 13F value change +$9.8M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 22.6% 13F value change +$11.6M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 33.5% 13F value change +$14.0M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 25.5% 13F value change +$12.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 346,787 Last 4 periods +511,249 (+147.4%) Total shares 858,036 Value $70.5M
Ariel Investments John Rogers 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -8.5% 13F value change +$17.8M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -8.2% 13F value change +$3.2M
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -10.1% 13F value change -$25.5M
13F 2026-03-31 Filed 2026-05-14
Minor reduction Shares -2.8% 13F value change -$12.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 3,097,811 Last 4 periods -823,393 (-26.6%) Total shares 2,274,418 Value $186.9M

Recent mentions

No public mentions.