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NYSE · Consumer Discretionary

MGM RESORTS INTERNATIONAL MGM

MGM Resorts International, through its subsidiaries, operates as a gaming and entertainment company in the United States, China, and internationally. It operates through four segments: Las Vegas Strip Resorts, Regional Operations, MGM China, and MGM Digital. The company operates casino resorts that offer gaming, hotel, convention, dining, entertainment, retail, and other resort amenities, as well as online/digital games through its online platforms.

Sources StockAnalysis company profile stockanalysis.com
Hotels/Resorts

Company profile

Business mix

  • It operates through four segments: Las Vegas Strip Resorts, Regional Operations, MGM China, and MGM Digital.
  • The company operates casino resorts that offer gaming, hotel, convention, dining, entertainment, retail, and other resort amenities, as well as online/digital games through its online platforms.
  • Its casino operations include slots and table games, as well as live dealer, online sports betting, and iGaming through BetMGM.
  • The company’s customers include premium gaming customers; leisure and wholesale travel customers; business travelers; and group customers, including conventions, trade associations, and small meetings.

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 4 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 68.33 FCF 12.79% Buyback 10.56%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Davis Advisors Chris Davis 4.1% $899.2M 2026-03-31
Corvex Management Keith Meister 7.9% $197.9M 2026-03-31
Southeastern Asset Management Mason Hawkins 3.0% $61.5M 2026-03-31
Baron Capital Ron Baron 0.1% $36.9M 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 2 Last 4 13F filing periods
Net reducers 2 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $165.7M Estimated from net added shares
Reduction amount $22.4M Estimated from net reduced shares
Net share change / base shares +13.6% +3,871,313 / 28,431,498
Southeastern Asset Management Mason Hawkins 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -8.0% 13F value change +$3.9M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -1.5% 13F value change -$460,079
13F 2025-12-31 Filed 2026-02-13
Major increase Shares 16.3% 13F value change +$13.6M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -18.2% 13F value change -$12.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,928,963 Last 4 periods -266,002 (-13.8%) Total shares 1,662,961 Value $61.5M
Baron Capital Ron Baron 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$36.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +996,534 (New) Total shares 996,534 Value $36.9M
Corvex Management Keith Meister 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -1.1% 13F value change +$25.0M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -4.3% 13F value change -$6.9M
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -0.7% 13F value change +$1.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 5,687,478 Last 4 periods -339,500 (-6.0%) Total shares 5,347,978 Value $197.9M
Davis Advisors Chris Davis 4 filing periods
13F 2025-06-30 Filed 2025-08-08
Minor increase Shares 14.4% 13F value change +$202.2M
13F 2025-09-30 Filed 2025-11-12
Minor increase Shares 0.6% 13F value change +$11.0M
13F 2025-12-31 Filed 2026-02-02
Minor increase Shares 12.0% 13F value change +$148.4M
13F 2026-03-31 Filed 2026-05-07
Minor reduction Shares -9.4% 13F value change -$79.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-07
Base shares 20,815,057 Last 4 periods +3,480,281 (+16.7%) Total shares 24,295,338 Value $899.2M

Recent mentions

No public mentions.