Boyd Gaming (NYSE: BYD) reported third-quarter 2026 revenue of $990.5 million, compared with $1.0 billion a year earlier. Net income attributable to Boyd Gaming was $124.9 million, or $1.71 per diluted share, versus $1.4 billion, or $17.81 per diluted share, in the prior-year quarter.
The prior-year net income included a $1.4 billion after-tax gain from the sale of Boyd Gaming’s equity interest in FanDuel. Third-quarter 2026 adjusted EBITDAR was $319.6 million, compared with $321.8 million a year earlier.
- Midwest & South revenue was $540.5 million, while Las Vegas Locals revenue was $207.4 million.
- Online revenue totaled $154.5 million and Managed & Other revenue was $40.6 million.
- The company repurchased $164 million of common stock during the quarter and had $387 million remaining under its authorization at September 30.
- Cash on hand was $297.2 million and total debt was $2.7 billion at September 30, 2026.
- Boyd Gaming paid a quarterly cash dividend of $0.20 per share on October 15, 2026.
$BYD Insider Trading Activity
$BYD insiders have traded $BYD stock on the open market 7 times in the past 6 months. Of those trades, 0 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $BYD stock by insiders over the last 6 months:
- KEITH SMITH (President and CEO) sold 100,000 shares for an estimated $8,590,000
- MARIANNE BOYD JOHNSON has made 0 purchases and 3 sales selling 100,012 shares for an estimated $8,449,970.
- JOSH HIRSBERG (CFO & Treasurer) sold 12,777 shares for an estimated $1,146,863
- URI CLINTON (Chief Legal Off. & Secretary) sold 3,468 shares for an estimated $304,108
- CHRISTINE J. SPADAFOR sold 1,237 shares for an estimated $100,085
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$BYD Hedge Fund Activity
We have seen 182 institutional investors add shares of $BYD stock to their portfolio, and 200 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- COHEN & STEERS, INC. added 3,810,730 shares (+154.2%) to their portfolio in Q2 2026, for an estimated $336,601,780
- BOSTON PARTNERS removed 1,660,565 shares (-60.2%) from their portfolio in Q2 2026, for an estimated $146,677,706
- JPMORGAN CHASE & CO added 835,138 shares (+inf%) to their portfolio in Q2 2026, for an estimated $73,767,739
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 717,115 shares (+inf%) to their portfolio in Q2 2026, for an estimated $63,342,767
- AMERICAN CENTURY COMPANIES INC added 504,193 shares (+58.7%) to their portfolio in Q2 2026, for an estimated $44,535,367
- ILEX CAPITAL PARTNERS (UK) LLP removed 473,595 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $41,832,646
- WEDGE CAPITAL MANAGEMENT L L P/NC removed 415,617 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $36,711,449
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
