Monarch Casino & Resort Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:MCRI Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
21 Jun 24	SellUS$136,000	John Farahi	Individual		2,000	US$68.00
26 Dec 23	SellUS$206,020	John Farahi	Individual		3,000	US$69.00

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of MCRI?
Owner Type	Number of Shares	Ownership Percentage
State or Government	11,862	0.0645%
General Public	870,707	4.73%
Individual Insiders	5,752,492	31.3%
Institutions	11,753,996	63.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 80.3% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
16.5%	John Farahi	3,039,045	US$249.7m	1.13%	no data
11.3%	BlackRock, Inc.	2,069,280	US$170.0m	-4.26%	no data
8.21%	Ben Farahi	1,510,053	US$124.1m	0%	no data
6.72%	Davenport Asset Management	1,236,460	US$101.6m	2.69%	0.61%
6.3%	Bahram Farahi	1,158,460	US$95.2m	0.39%	no data
5.41%	The Vanguard Group, Inc.	994,475	US$81.7m	-1.55%	no data
4.48%	JP Morgan Asset Management	823,384	US$67.6m	-2.4%	0.01%
2.73%	State Street Global Advisors, Inc.	502,034	US$41.2m	-0.78%	no data
2.11%	Janus Henderson Group plc	388,658	US$31.9m	0.91%	0.01%
2.01%	American Century Investment Management Inc	369,689	US$30.4m	17.9%	0.01%
1.71%	Geode Capital Management, LLC	314,905	US$25.9m	-0.03%	no data
1.5%	Tributary Capital Management, LLC	275,151	US$22.6m	-0.46%	1.79%
1.26%	Morgan Stanley, Investment Banking and Brokerage Investments	231,640	US$19.0m	109%	no data
1.21%	Brown Advisory Incorporated	223,054	US$18.3m	-24.3%	0.02%
1.19%	Wellington Management Group LLP	219,625	US$18.0m	3.92%	no data
0.95%	Dimensional Fund Advisors LP	174,788	US$14.4m	-0.34%	no data
0.9%	BNY Asset Management	165,493	US$13.6m	-7.4%	no data
0.87%	Invesco Capital Management LLC	160,447	US$13.2m	94.1%	0.01%
0.83%	Medina Value Partners, LLC	153,337	US$12.6m	181%	4.53%
0.73%	FMR LLC	133,394	US$11.0m	0.77%	no data
0.7%	Citadel Advisors LLC	128,404	US$10.5m	-24.9%	0.01%
0.7%	Renaissance Technologies LLC	128,400	US$10.5m	16.6%	0.02%
0.68%	Hotchkis and Wiley Capital Management, LLC	125,610	US$10.3m	-5.49%	0.03%
0.67%	Northern Trust Global Investments	123,037	US$10.1m	-3.44%	no data
0.64%	UBS Asset Management AG	117,598	US$9.7m	15.5%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/18 08:31
End of Day Share Price	2024/12/18 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Monarch Casino & Resort, Inc. is covered by 13 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Justin Sebastiano	Brean Capital
Adam Trivison	G. Research, LLC
Gregg Klein	Imperial Capital