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    MGM Resorts (MGM) Director Offloads $1.28M Stake Amid Strong Q4 Performance

    oliBy oliMarch 10, 20264 Mins Read

    Quick Overview

    Contents

    • Keith Meister, a director at MGM Resorts, divested 37,500 shares on March 9, 2026, at $34.27 per share for a total of $1,285,125
    • Following the transaction, Meister retains 5,347,978 shares worth approximately $183.3 million — representing just a 0.70% reduction
    • Fourth-quarter earnings per share reached $1.60, significantly exceeding the $0.64 forecast; quarterly revenue totaled $4.61B against expectations of $4.42B
    • Monday’s trading session saw shares close at $35.66, placing the company’s valuation at $9.12 billion
    • Wall Street maintains a “Hold” rating with a mean price objective of $41.94

    Director Keith Meister executed a sale of 37,500 shares in MGM Resorts International (MGM) on March 9, 2026, with an average execution price of $34.27 per share. The transaction’s aggregate value reached $1,285,125.


    MGM Stock Card
    MGM Resorts International, MGM

    The divestiture was disclosed through a filing with the Securities & Exchange Commission and constitutes a 0.70% decrease in Meister’s ownership position. Despite the sale, he maintains a substantial holding of 5,347,978 shares in MGM, currently valued at roughly $183.3 million.

    While insider transactions typically draw scrutiny from market participants, this sale warrants closer examination. Meister continues to rank among MGM’s most significant individual shareholders, and a reduction below 1% hardly signals a loss of confidence in the company’s prospects.

    During the session when the sale occurred, MGM stock appreciated $0.09, settling at $35.66. Volume reached 7,072,754 shares, surpassing the typical daily average of 5,098,417.

    The equity’s 52-week trading band spans from $25.30 to $40.16. The 50-day moving average currently registers at $35.37, while the 200-day moving average stands at $34.95 — positioning the present price slightly above both technical indicators.

    MGM maintains a market capitalization of $9.12 billion, trades at a price-to-earnings multiple of 47.54, and exhibits a beta coefficient of 1.38. The company’s debt-to-equity ratio measures 1.91.

    Fourth Quarter Results Exceed Projections

    MGM released its fourth-quarter financial results on February 4, 2026. The gaming and hospitality giant delivered earnings per share of $1.60, substantially outperforming the Street consensus of $0.64 by a remarkable $0.96 margin.

    Quarterly revenue registered at $4.61 billion, surpassing analyst projections of $4.42 billion. During the comparable year-ago period, MGM generated EPS of $0.45.

    The company achieved a return on equity of 26.04%, coupled with a net margin of 1.17%. Current analyst forecasts project full-year earnings per share of $2.21 for the ongoing fiscal period.

    Options market activity surrounding MGM has shown divergent patterns leading up to the next scheduled earnings announcement on April 29. Market participants have alternated between bearish put positions and bullish call strategies, driving implied volatility measures higher.

    Wall Street Perspectives

    Analyst sentiment toward MGM remains divided. Following the impressive Q4 performance, multiple research firms recalibrated their price targets.

    Citigroup elevated its objective from $35 to $41 while maintaining a “neutral” stance. JPMorgan Chase increased its target from $39 to $41, similarly with a “neutral” designation. Truist Financial adjusted its forecast from $38 to $39, assigning a “hold” recommendation.

    Barclays established a $37 price target. Morgan Stanley retained its “underweight” assessment with a $34 projection — representing the most conservative perspective among major investment banks.

    Among 20 covering analysts, one assigns a Strong Buy rating, eight recommend Buy, seven suggest Hold, and four rate it as Sell. The consensus price target of $41.94 indicates potential appreciation from present trading levels.

    Institutional ownership comprises 68.11% of MGM’s outstanding shares. Multiple investment firms have recently expanded their positions, notably Woodline Partners LP, which increased its stake by 39.1%.

    Assetmark Inc. more than doubled its holdings, registering a 120.3% increase, while NewEdge Advisors and MIRAE ASSET GLOBAL ETFS similarly augmented their positions during recent reporting periods.

    The company’s next significant market catalyst arrives with the April 29 earnings release.

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