Boyd Gaming Corporation

NYSE:BYD 株式レポート

時価総額:US$6.3b

Boyd Gaming マネジメント

マネジメント 基準チェック /24

Boyd Gamingの CEO はKeith Smithで、 Apr2005年に任命され、 の在任期間は 21.08年です。 の年間総報酬は$ 14.70Mで、 12.6%給与と87.4%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の1.26%を直接所有しており、その価値は$ 79.90M 。経営陣と取締役会の平均在任期間はそれぞれ8.5年と11.3年です。

主要情報

Keith Smith

最高経営責任者

US$14.7m

報酬総額

CEO給与比率12.59%
CEO在任期間21.1yrs
CEOの所有権1.3%
経営陣の平均在職期間8.5yrs
取締役会の平均在任期間11.3yrs

経営陣の近況

Recent updates

ナラティブ更新 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 Alpha
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 May 26

Boyd Gaming Corporation's (NYSE:BYD) Earnings Are Not Doing Enough For Some Investors

With a price-to-earnings (or "P/E") ratio of 10.8x Boyd Gaming Corporation ( NYSE:BYD ) may be sending bullish signals...
分析記事 May 12

Boyd Gaming's (NYSE:BYD) Dividend Will Be $0.18

The board of Boyd Gaming Corporation ( NYSE:BYD ) has announced that it will pay a dividend on the 15th of July, with...
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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking Alpha Dec 14

Boyd Gaming: Great Business, Investment Advantages Waning (Rating Downgrade)

Summary Boyd Gaming Corp. (BYD)'s investment outlook has diminished in my view despite the high-quality business underneath. BYD's high operating margins and cash flow are offset by declining profitability and limited abilities to compound legacy capital. Current valuations reflect high expectations, but the lack of significant growth potential makes it less attractive compared to other opportunities in my view. Read the full article on Seeking Alpha
Seeking Alpha Dec 01

Boyd Gaming: Virginia Project Prolongs Solid Momentum (Rating Upgrade)

Summary Boyd Gaming Corporation's Q3 earnings showed solid growth momentum, with stable overall land-based operations and rapid online earnings growth. Importantly, margins stayed stable. The new Virginia casino project adds to Boyd's growth prospects in addition to solid online momentum, targeted to have a great 15-20% ROI. With the improved earnings prospects, I now estimate BYD stock to have 28% upside to a $94.79 fair value. Read the full article on Seeking Alpha

CEO報酬分析

Boyd Gaming の収益と比較して、Keith Smith の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$2b

Dec 31 2025US$15mUS$2m

US$2b

Sep 30 2025n/an/a

US$2b

Jun 30 2025n/an/a

US$565m

Mar 31 2025n/an/a

US$553m

Dec 31 2024US$11mUS$2m

US$578m

Sep 30 2024n/an/a

US$500m

Jun 30 2024n/an/a

US$504m

Mar 31 2024n/an/a

US$557m

Dec 31 2023US$11mUS$2m

US$620m

Sep 30 2023n/an/a

US$700m

Jun 30 2023n/an/a

US$722m

Mar 31 2023n/an/a

US$676m

Dec 31 2022US$10mUS$2m

US$639m

Sep 30 2022n/an/a

US$576m

Jun 30 2022n/an/a

US$558m

Mar 31 2022n/an/a

US$525m

Dec 31 2021US$15mUS$1m

US$464m

Sep 30 2021n/an/a

US$437m

Jun 30 2021n/an/a

US$337m

Mar 31 2021n/an/a

US$115m

Dec 31 2020US$3mUS$1m

-US$135m

Sep 30 2020n/an/a

-US$194m

Jun 30 2020n/an/a

-US$192m

Mar 31 2020n/an/a

-US$35m

Dec 31 2019US$10mUS$1m

US$158m

報酬と市場: Keithの 総報酬 ($USD 14.70M ) は、 US市場 ($USD 8.41M ) の同規模の企業の平均を上回っています。

報酬と収益: Keithの報酬は過去 1 年間で 20% 以上増加しました。


CEO

Keith Smith (64 yo)

21.1yrs
在職期間
US$14,697,487
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Marianne Johnson
Executive Chairman35.7yrsデータなし13.86%
$ 877.0m
Keith Smith
President21.1yrsUS$14.70m1.26%
$ 79.9m
Josh Hirsberg
Executive VP18.3yrsUS$4.70m0.53%
$ 33.3m
Uri Clinton
Executive VP5.2yrsUS$3.18m0.041%
$ 2.6m
Lori Nelson
Senior VP of Financial Operations & Reporting and Chief Accounting Officer4.2yrsデータなし0.017%
$ 1.0m
David Strow
Vice President of Corporate Communicationsno dataデータなしデータなし
Steve Schutte
Executive Vice President of Nevada Operations11.8yrsデータなし0.0095%
$ 601.3k
Ward Shaw
Executive Vice President of Midwest & South Operations1.4yrsデータなし0.015%
$ 949.4k
8.5yrs
平均在職期間
55yo
平均年齢

経験豊富な経営陣: BYDの経営陣は経験豊富で経験豊富です(平均在職期間は8.5年)。


取締役

名称ポジション在職期間報酬所有権
Marianne Johnson
Executive Chairman35.7yrsデータなし13.86%
$ 877.0m
Keith Smith
President21.1yrsUS$14.70m1.26%
$ 79.9m
A. Thoman
Independent Director6.7yrsUS$337.08k0.018%
$ 1.2m
William Boyd
Chairman Emeritus3yrsUS$3.20m8.45%
$ 534.8m
William Boyd
Director33.7yrsUS$305.00k2.73%
$ 173.1m
Paul Whetsell
Independent Director11.3yrsUS$333.44k0.031%
$ 2.0m
John Bailey
Independent Director11.3yrsUS$350.63k0.037%
$ 2.3m
Christine Spadafor
Independent Director17yrsUS$342.08k0.010%
$ 651.3k
Michael Hartmeier
Independent Director1.9yrsUS$325.63k0.0080%
$ 508.2k
11.3yrs
平均在職期間
67yo
平均年齢

経験豊富なボード: BYDの 取締役会 は経験豊富で 経験豊富 です ( 11.3年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/07 13:05
終値2026/05/07 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Boyd Gaming Corporation 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。33

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