Red Rock Resorts Inc. (ticker RRR) reported fourth-quarter 2025 results with total revenue of $511.8 million, up 3.24% year over year. Gross profit rose to $315.9 million (+4.43% YoY), while operating profit reached $143.6 million (+0.89% YoY). Net income attributable to common shareholders was $44.7 million, a decline of 4.14% year over year, and diluted earnings per share came in at 0.75 (-1.32% YoY).
The company beat consensus expectations: revenue exceeded the estimate of $507.6 million, and reported EPS of 0.75 topped the estimate of 0.62.
Overall, Red Rock Resorts (RRR) delivered modest top-line growth and stronger operating margins, supported by improved cash generation. Higher capital spending and a year-over-year dip in net income and EPS highlight near-term investment activity alongside continued revenue momentum.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Red Rock Resorts Inc. Insider Trading Activity
Red Rock Resorts Inc. insiders have traded $RRR stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $RRR stock by insiders over the last 6 months:
- KORD NICHOLS (EVP & Chief Operating Officer) has made 0 purchases and 3 sales selling 84,650 shares for an estimated $5,063,457.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Red Rock Resorts Inc. Hedge Fund Activity
We have seen 154 institutional investors add shares of Red Rock Resorts Inc. stock to their portfolio, and 116 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 1,296,956 shares (+2248.2%) to their portfolio in Q3 2025, for an estimated $79,192,133
- FULLER & THALER ASSET MANAGEMENT, INC. added 1,124,555 shares (+inf%) to their portfolio in Q3 2025, for an estimated $68,665,328
- LONG POND CAPITAL, LP removed 902,644 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $55,115,442
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 797,331 shares (-71.6%) from their portfolio in Q3 2025, for an estimated $48,685,030
- EMINENCE CAPITAL, LP removed 657,998 shares (-21.5%) from their portfolio in Q3 2025, for an estimated $40,177,357
- GOLDMAN SACHS GROUP INC removed 511,259 shares (-48.4%) from their portfolio in Q4 2025, for an estimated $31,672,495
- DIAMOND HILL CAPITAL MANAGEMENT INC removed 445,515 shares (-18.2%) from their portfolio in Q4 2025, for an estimated $27,599,654
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Red Rock Resorts Inc. Analyst Ratings
Wall Street analysts have issued reports on $RRR in the last several months. We have seen 8 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Citizens issued a "Market Outperform" rating on 01/14/2026
- Citigroup issued a "Buy" rating on 11/21/2025
- Jefferies issued a "Buy" rating on 11/04/2025
- Susquehanna issued a "Positive" rating on 10/29/2025
- Mizuho issued a "Outperform" rating on 10/29/2025
- Macquarie issued a "Outperform" rating on 10/29/2025
- Truist Securities issued a "Buy" rating on 10/21/2025
To track analyst ratings and price targets for Red Rock Resorts Inc., check out Quiver Quantitative's $RRR forecast page.
Red Rock Resorts Inc. Price Targets
Multiple analysts have issued price targets for $RRR recently. We have seen 11 analysts offer price targets for $RRR in the last 6 months, with a median target of $67.0.
Here are some recent targets:
- Brandt Montour from Barclays set a target price of $69.0 on 01/16/2026
- Jordan Bender from Citizens set a target price of $68.0 on 01/14/2026
- James Hardiman from Citigroup set a target price of $63.0 on 11/21/2025
- Trey Bowers from Wells Fargo set a target price of $58.0 on 11/18/2025
- David Katz from Jefferies set a target price of $55.0 on 11/04/2025
- Joseph Stauff from Susquehanna set a target price of $69.0 on 10/29/2025
- Steve Wieczynski from Stifel set a target price of $63.0 on 10/29/2025
