Boyd Gaming Gestione
Criteri Gestione verificati 2/4
Boyd Gaming Il CEO è Keith Smith, nominato in Apr2005, e ha un mandato di 21.17 anni. la retribuzione annua totale è $ 14.70M, composta da 12.6% di stipendio e 87.4% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 1.11% delle azioni della società, per un valore di $ 69.75M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 8.6 anni e 11.4 anni.
Informazioni chiave
Keith Smith
Amministratore delegato
US$14.7m
Compenso totale
| Percentuale dello stipendio del CEO | 12.59% |
| Mandato del CEO | 21.2yrs |
| Proprietà del CEO | 1.1% |
| Durata media del management | 8.6yrs |
| Durata media del Consiglio di amministrazione | 11.4yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • Jun 06
BYD: Capital Returns And Projects Balance Caesars Optionality With Fair Value Risks
The analyst price target for Boyd Gaming has been adjusted slightly lower to about $93.73 from $94, as analysts balance cautious near term views on catalysts with expectations around Las Vegas Locals EBITDA potential, possible Caesars related asset opportunities, and what they see as an underappreciated growth pipeline and capital return profile. Analyst Commentary Recent research on Boyd Gaming reflects a split view, with some firms leaning positive on longer term growth and returns, while others focus on limited near term catalysts and trim price targets.Aggiornamento della narrazione • May 19
BYD: Capital Returns And Fair Value Repricing Will Drive Future Upside
Analysts have made a small upward adjustment to Boyd Gaming's fair value estimate to $94.00, reflecting mixed revisions to price targets and updated expectations for the discount rate, modest revenue growth, and slightly softer margins and P/E assumptions. Analyst Commentary Recent Street research on Boyd Gaming reflects a mixed setup, with some analysts trimming targets or ratings and others making modest upward adjustments.Articolo di analisi • May 09
Statutory Earnings May Not Be The Best Way To Understand Boyd Gaming's (NYSE:BYD) True Position
We didn't see Boyd Gaming Corporation's ( NYSE:BYD ) stock surge when it reported robust earnings recently. We looked...Aggiornamento della narrazione • May 01
BYD: Execution And Capital Returns Will Balance Mixed Views On Future Repricing
Analysts have adjusted their average fair value estimate for Boyd Gaming, reducing it by about $0.87 to $93.93. This change reflects a combination of modest price target cuts and increases as they reassess near term catalysts, margin assumptions, and the appropriate P/E multiple.Seeking Alpha • Apr 25
Boyd Gaming Q1 Results: A Rare But Non-Threatening Double Miss
Summary Boyd Gaming Corporation reported a rare double miss in Q1. Softness in Las Vegas caused BYD's miss. Despite stabilizing tourism trends, the company's local and downtown casinos performed weaker than in 2025. BYD's performance in the Midwest & South remained strong, online earnings remained stable sequentially, and managed casinos boosted earnings. The market seems to undermine BYD's ongoing CapEx projects. I estimate 46% upside to $130.1. Read the full article on Seeking AlphaAggiornamento della narrazione • Apr 17
BYD: Recent Execution And Repurchases Will Support Future Repricing Despite Regulatory Scrutiny
The blended analyst price target for Boyd Gaming has shifted slightly higher to about $94.80, as analysts factor in unchanged fair value estimates, modest adjustments to discount rates and growth assumptions, and a mix of recent price target increases and reductions across the Street. Analyst Commentary Recent Street research around Boyd Gaming reflects a mix of incremental price target raises and cuts, which feeds into the modestly higher blended target around $94.80.Aggiornamento della narrazione • Apr 01
BYD: Digital Expansion And Repurchases Will Support Future Repricing Despite Prediction Scrutiny
Narrative Update The average analyst price target for Boyd Gaming has shifted slightly, moving by $1 as firms fine tune their views based on updated sector previews, expectations for Las Vegas recovery, and outlooks for digital gaming and sports prediction clarity. Analyst Commentary Recent research on Boyd Gaming points to a mixed but generally constructive tone, with several firms fine tuning price targets in both directions.Aggiornamento della narrazione • Mar 17
BYD: Digital Expansion And Share Repurchases Will Support Future Repricing
Narrative Update Boyd Gaming's average analyst price target has seen only a modest adjustment, with a net $1 move reflecting a mix of small upward and downward revisions as analysts balance recent sector headwinds with ongoing expectations for both land-based and digital gaming performance. Analyst Commentary Recent research on Boyd Gaming points to a split view, with some analysts lifting price targets and others trimming them, as they weigh prospects for land-based and digital gaming against sector specific risks.Aggiornamento della narrazione • Mar 03
BYD: Digital Expansion And Share Repurchases Will Drive Future Repricing
Analysts made a small downward tweak to their Boyd Gaming price target, trimming it by $1 as they factor in slightly higher discount rates and a lower assumed future P/E. This adjustment is partly offset by steady fair value, revenue growth, and margin assumptions, as well as a balanced mix of recent target increases and decreases across the Street.Aggiornamento della narrazione • Feb 16
BYD: Digital Upside And Share Repurchases Will Shape Future Repricing
Analysts have nudged their average price target on Boyd Gaming slightly lower by about $1. This reflects a mix of modest reductions from firms like Morgan Stanley, Susquehanna, and Wells Fargo, partly offset by recent increases from Stifel, Mizuho, and Truist that highlight differing views on future revenue growth, profitability, and appropriate P/E levels.Aggiornamento della narrazione • Feb 02
BYD: Digital And Land Based Mix Will Shape Future Repricing
Analysts have nudged their price targets on Boyd Gaming higher, with recent US$1 to US$10 upward revisions. These changes are supported by assumptions of steadier revenue growth, a slightly higher discount rate, and a modestly adjusted future P/E and profit margin profile.Aggiornamento della narrazione • Jan 19
BYD: Digital Uncertainty And Buybacks Will Shape Future Sector Repricing
Narrative Update: Boyd Gaming The analyst price target for Boyd Gaming has moved higher by about US$2, as analysts factor in slightly stronger fair value assumptions along with updated views on growth, margins and future P/E levels informed by recent sector research and company specific commentary. Analyst Commentary Recent Street research on Boyd Gaming highlights a mix of optimism and caution as analysts update price targets and reassess the balance between land based casinos and digital gaming exposure.Aggiornamento della narrazione • Jan 05
BYD: Digital Uncertainty And Heavy Buybacks Will Shape Future Returns
Analysts have inched their average fair value estimate for Boyd Gaming up from about $92.00 to roughly $92.33, reflecting updated views on revenue growth, profit margins and future P/E assumptions following recent research that includes an Equal Weight initiation with an $85 target and a price target increase to $99. Analyst Commentary Recent research on Boyd Gaming highlights a mix of optimism around the underlying business and caution about where future growth may come from, especially as the industry continues to lean into digital offerings.Articolo di analisi • Dec 23
Is There Now An Opportunity In Boyd Gaming Corporation (NYSE:BYD)?
Boyd Gaming Corporation ( NYSE:BYD ), is not the largest company out there, but it saw a double-digit share price rise...Aggiornamento della narrazione • Dec 14
BYD: Digital Gaming Caution And Share Repurchases Will Shape Future Return Profile
Analysts have nudged their price target on Boyd Gaming slightly higher to about $92 from about $91.80, citing solid underlying fundamentals and an attractive valuation profile, even as they adopt a more cautious outlook on digital gaming growth. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the recent price target increases, into the mid to upper $90s range, still leave room for upside relative to current trading levels.Articolo di analisi • Dec 08
Boyd Gaming (NYSE:BYD) Will Pay A Dividend Of $0.18
The board of Boyd Gaming Corporation ( NYSE:BYD ) has announced that it will pay a dividend of $0.18 per share on the...Aggiornamento della narrazione • Nov 29
BYD: Digital Gaming Uncertainties And Core Stability Will Shape Returns Ahead
Analysts have modestly lowered their fair value estimate for Boyd Gaming to $91.80 from $92.77, citing mixed outlooks for digital gaming growth and largely stable underlying fundamentals. Analyst Commentary Recent analyst updates on Boyd Gaming reflect a mix of optimism and caution, with new coverage and adjusted price targets highlighting diverging views on the company's future growth trajectory.Aggiornamento della narrazione • Nov 15
BYD: Shares Will Likely Maintain Momentum As New Partnerships Drive Optimism
Analysts have raised their price target for Boyd Gaming from $89 to $99 per share, citing solid quarterly fundamentals that highlight the company's ongoing attractiveness. Analyst Commentary Following the recent earnings report, analysts have weighed in on Boyd Gaming's performance and outlook, emphasizing areas of both optimism and caution regarding the company's valuation, execution, and potential for future growth.Aggiornamento della narrazione • Nov 01
BYD: Recent Buybacks And Partnership May Drive Resilient Share Performance
Boyd Gaming’s analyst price target has increased by $8, rising from $91.46 to $99.00. This change reflects analysts’ positive view of strong underlying fundamentals and appeal following recent earnings.Aggiornamento della narrazione • Oct 18
Sky River, Suncoast, And FanDuel Ventures Will Reimagine Hospitality
Analysts have slightly increased their price target for Boyd Gaming, raising it from $90.77 to $91.46 per share. This change is attributed to minor adjustments in discount rates and growth projections.Articolo di analisi • Sep 24
Investors Holding Back On Boyd Gaming Corporation (NYSE:BYD)
With a price-to-earnings (or "P/E") ratio of 12.1x Boyd Gaming Corporation ( NYSE:BYD ) may be sending bullish signals...Articolo di analisi • Aug 17
Boyd Gaming (NYSE:BYD) Is Due To Pay A Dividend Of $0.18
Boyd Gaming Corporation's ( NYSE:BYD ) investors are due to receive a payment of $0.18 per share on 15th of October...Articolo di analisi • Jul 06
Is Boyd Gaming (NYSE:BYD) A Risky Investment?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Articolo di analisi • Jun 22
Calculating The Intrinsic Value Of Boyd Gaming Corporation (NYSE:BYD)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Boyd Gaming fair value estimate is US$67.71 Current share...Seeking Alpha • Apr 28
Boyd Gaming: No Recession Clouds On The Horizon
Summary Boyd Gaming's Q1 FY 2025 results beat expectations with $1.62 EPS and $991.6 million in revenue, showing resilience despite broader consumer discretionary sector struggles. Casino traffic trends defy recession fears, with core customer share growing and steady spending, indicating strong consumer engagement at Boyd's properties. Boyd's strategic investments, including property renovations and expansions, and robust online segment growth, position it well for continued success and shareholder returns. With a solid balance sheet and manageable debt, BYD remains a top pick for 2025, offering potential share price appreciation and double-digit returns. Read the full article on Seeking AlphaSeeking Alpha • Apr 15
Boyd Gaming: One Of The Best 'Buy On The Dip' Stories In The Sector
Summary The management team is savvy and the strategic 5% stake in Flutter Entertainment highlights the stock’s strong position in the online sports betting sector. DraftKings and Fan Duel lead the market, but only BetMGM has achieved a double-digit market share among other platforms. Penn Entertainment’s failed Barstool Sports partnership and subsequent ESPNBet deal underscore the challenges in the sports betting market. BYD stands out by investing in Flutter Entertainment, avoiding the costly marketing strategies of other platforms. Read the full article on Seeking AlphaSeeking Alpha • Mar 02
Boyd Gaming: Ended 2024 On A Strong Note
Summary Boyd Gaming ended 2024 with strong online momentum and a stable brick-and-mortar performance, exceeding Wall Street's expectations. The good positioning in online gaming creating a way to capitalize on FanDuel's position, and the newly started Virginia investment, add further earnings growth potential in 2025 and beyond. I estimate 33% upside in Boyd's stock to a fair value of $100.8. Read the full article on Seeking AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$2b |
| Dec 31 2025 | US$15m | US$2m | US$2b |
| Sep 30 2025 | n/a | n/a | US$2b |
| Jun 30 2025 | n/a | n/a | US$565m |
| Mar 31 2025 | n/a | n/a | US$553m |
| Dec 31 2024 | US$11m | US$2m | US$578m |
| Sep 30 2024 | n/a | n/a | US$500m |
| Jun 30 2024 | n/a | n/a | US$504m |
| Mar 31 2024 | n/a | n/a | US$557m |
| Dec 31 2023 | US$11m | US$2m | US$620m |
| Sep 30 2023 | n/a | n/a | US$700m |
| Jun 30 2023 | n/a | n/a | US$722m |
| Mar 31 2023 | n/a | n/a | US$676m |
| Dec 31 2022 | US$10m | US$2m | US$639m |
| Sep 30 2022 | n/a | n/a | US$576m |
| Jun 30 2022 | n/a | n/a | US$558m |
| Mar 31 2022 | n/a | n/a | US$525m |
| Dec 31 2021 | US$15m | US$1m | US$464m |
| Sep 30 2021 | n/a | n/a | US$437m |
| Jun 30 2021 | n/a | n/a | US$337m |
| Mar 31 2021 | n/a | n/a | US$115m |
| Dec 31 2020 | US$3m | US$1m | -US$135m |
| Sep 30 2020 | n/a | n/a | -US$194m |
| Jun 30 2020 | n/a | n/a | -US$192m |
| Mar 31 2020 | n/a | n/a | -US$35m |
| Dec 31 2019 | US$10m | US$1m | US$158m |
Compensazione vs Mercato: La retribuzione totale di Keith ($USD 14.70M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 8.37M ).
Compensazione vs guadagni: La retribuzione di Keith è aumentata di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Keith Smith (65 yo)
21.2yrs
Mandato
US$14,697,487
Compensazione
Mr. Keith E. Smith serves as Independent Director at SkyWest, Inc. since October 1, 2013. He serves as the President of Coast Casinos, Inc. Mr. Smith is Chief Executive Officer and President at Boyd Gaming...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chairman | 35.8yrs | Nessun dato | 15.53% $ 977.5m | |
| President | 21.2yrs | US$14.70m | 1.11% $ 69.8m | |
| Executive VP | 18.4yrs | US$4.70m | 0.53% $ 33.1m | |
| Executive VP | 5.3yrs | US$3.18m | 0.032% $ 2.0m | |
| Senior VP of Financial Operations & Reporting and Chief Accounting Officer | 4.3yrs | Nessun dato | 0.017% $ 1.0m | |
| Vice President of Corporate Communications | no data | Nessun dato | Nessun dato | |
| Executive Vice President of Nevada Operations | 11.9yrs | Nessun dato | 0.0095% $ 598.0k | |
| Executive Vice President of Midwest & South Operations | 1.5yrs | Nessun dato | 0.015% $ 944.1k |
8.6yrs
Durata media
56yo
Età media
Gestione esperta: Il team dirigenziale di BYD è esperto e expertise (durata media dell'incarico 8.6 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chairman | 35.8yrs | Nessun dato | 15.53% $ 977.5m | |
| President | 21.2yrs | US$14.70m | 1.11% $ 69.8m | |
| Independent Director | 6.8yrs | US$337.08k | 0.022% $ 1.4m | |
| Chairman Emeritus | 3.1yrs | US$3.20m | 8.45% $ 531.8m | |
| Director | 33.8yrs | US$305.00k | 2.73% $ 172.1m | |
| Independent Director | 11.4yrs | US$333.44k | 0.034% $ 2.1m | |
| Independent Director | 11.4yrs | US$350.63k | 0.040% $ 2.5m | |
| Independent Director | 17.1yrs | US$342.08k | 0.012% $ 741.5k | |
| Independent Director | 2yrs | US$325.63k | 0.011% $ 704.3k |
11.4yrs
Durata media
68yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di BYD è composto da personale esperto e esperto (durata media dell'incarico 11.4 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/21 03:11 |
| Prezzo dell'azione a fine giornata | 2026/06/18 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Boyd Gaming Corporation è coperta da 32 analisti. 14 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| John Staszak | Argus Research Company |
| Brandt Montour | Barclays |
| Felicia Kantor Hendrix | Barclays |