Boyd Gaming Corporation· BYD

🇺🇸 US · MidSP400NYSE

Consumer Cyclical Gambling, Resorts & Casinos Website

Price: $72.97
Day: -1.72%
Mkt Cap: $5.30B
52W Range: $72.96 – $91.41
Volume: 2.10M
Beta: 1.07

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.3 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 437 institutions hold; 184 added, 180 reduced
Insiders Q3 2026: no purchases, 2 sales ($1.1M)

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Boyd Gaming Corporation

BYD|Consumer Cyclical|Gambling, Resorts & Casinos

Current price: $73

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

0.1x

quarter in progress, filings still arriving

Seller breadth · Q3 2026

2 sellers

vs 4.0 avg per quarter

Institutional net breadth · Q2 2026

+11

233 adding vs 222 reducing

Institutional ownership · Q2 2026

73.8%

437 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

COHEN & STEERS, INC.

6.3M

+160.9%

BLACKROCK, INC.

5.5M

+1.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

2.5M

-7.1%

VANGUARD CAPITAL MANAGEMENT LLC

2.4M

+1.4%

ARIEL INVESTMENTS, LLC

2.2M

-1.5%

STATE STREET CORP

1.9M

-1.5%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

170

53 buying170 unchanged87 selling

309 funds held BYD in Q2 2026, holding 33.3M shares between them, down 1.4% on the quarter.

Largest fund holders

SPDR SERIES TRUST396.8K sh

GLENMEDE FUND INC140.4K sh

Variable Insurance Products Fund V12.3K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Sep 4

JOHNSON MARIANNE BOYD

$8.7M

Sale · Jun 3

SMITH KEITH

$8.6M

Sale · Aug 13

JOHNSON MARIANNE BOYD

$8.4M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore BYD on stockoscope.com→

Generated September 21, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

BYD Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.3/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+34

Fund Flow

10% weight

-25

Overall Smart Money sentiment of 3.3/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 20, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for BYD

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q3 2026

2 sales totaling $1.1M (12.8K shares)

Share volume is well below the historical pace (0.1x average), insiders are holding more

Sell-only pattern: no insider purchases across 15 quarters

Steady selling pace across recent quarters

0.1x

Selling pace

quarter in progress, filings still arriving

0.07%

Stake sold

of active insiders' holdings

2 sellers

Seller breadth

vs 3.3 avg per quarter

None

Insider buying

in the last 16 quarters

Notable Recent Transactions, BYD

Top 8 highest-value insider trades from the last 8 quarters

JOHNSON MARIANNE BOYD

Executive Chairman

Sell

100,000 shares at $86.62

≈5.5% of their stake at the time

Sep 4, 2025$8.66M

SMITH KEITH

CEO

Sell

100,000 shares at $85.90

≈9.1% of their stake at the time

Jun 3, 2026$8.59M

JOHNSON MARIANNE BOYD

Executive Chairman

Sell

100,000 shares at $84.17

≈6.2% of their stake at the time

Aug 13, 2025$8.42M

BOYD WILLIAM R

Director

Sell

74,845 shares at $70.97

≈4.7% of their stake at the time

Oct 30, 2024$5.31M

JOHNSON MARIANNE BOYD

Chairman

Sell

62,914 shares at $84.03

≈3.8% of their stake at the time

May 5, 2026$5.29M

SMITH KEITH

CEO

Sell

50,000 shares at $83.09

≈4.4% of their stake at the time

Aug 18, 2025$4.15M

JOHNSON MARIANNE BOYD

Executive Chairman

Sell

50,000 shares at $77.68

≈3.6% of their stake at the time

Feb 11, 2025$3.88M

JOHNSON MARIANNE BOYD

Executive Chairman

Sell

49,800 shares at $77.59

≈3.7% of their stake at the time

Feb 12, 2025$3.86M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for BYD

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Bullish Signal

Institutions accumulating in Q2 2026

73.8% institutional ownership

Balanced activity: 233 adding vs 222 reducing

13F shares increased by 6.3%, a significant shift

Momentum weakening from prior quarter

+11

Net breadth

233 adding vs 222 reducing

Balanced

1.05

Add / reduce ratio

in Q2 2026

New − closed

49 initiated, 42 exited

5 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+233 growing-222 shrinkingNet: +11

184

180

New (49)

Increased (184)

Reduced (180)

Closed (42)

Top Institutional Holders, BYD

Largest 8 institutional positions by ownership percentage as of Q2 2026

COHEN & STEERS, INC.

6.3M

$554.8M

Ownership

8.40%

+160.9%

BLACKROCK, INC.

5.5M

$486.7M

Ownership

7.37%

+1.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

2.5M

$222.1M

Ownership

3.36%

-7.1%

VANGUARD CAPITAL MANAGEMENT LLC

2.4M

$209.8M

Ownership

3.17%

+1.4%

ARIEL INVESTMENTS, LLC

2.2M

$192.8M

Ownership

2.92%

-1.5%

STATE STREET CORP

1.9M

$167.0M

Ownership

2.52%

-1.5%

GEODE CAPITAL MANAGEMENT, LLC

1.5M

$128.6M

Ownership

1.95%

-7.6%

AMERICAN CENTURY COMPANIES INC

1.4M

$120.4M

Ownership

1.82%

+62.8%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 310 ETFs and mutual funds reporting

53 buying87 sellingNet: -34

170

Buying (53)

Unchanged (170)

Selling (87)

In total, funds bought 3.2M shares and sold 3.7M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bearish Signal

Funds distributing in Q2 2026

310 ETFs and mutual funds reporting

87 funds selling vs 53 buying

Top Fund Holders, BYD

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

396.8K

Weight

1.96%

Jul 31, 2026No change

GLENMEDE FUND INC

140.4K

Weight

8.54%

Jul 31, 2026Decreased

Variable Insurance Products Fund V

12.3K

Weight

0.01%

Jun 30, 2026No change

Listed Funds Trust

11.0K

Weight

—

Jul 31, 2026No change

ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST

9.5K

Weight

0.02%

Jun 30, 2026Decreased

Collaborative Investment Series Trust

9.5K

Weight

1.38%

Jun 30, 2026No change

MORGAN STANLEY INSTITUTIONAL FUND INC

9.1K

Weight

0.02%

Jun 30, 2026No change

AUGUSTAR VARIABLE INSURANCE PRODUCTS FUND INC

8.2K

Weight

0.05%

Jun 30, 2026Decreased

Boyd Gaming Corporation· BYD

Holdings Analysis

Insider Trading Activity

1.3Transaction History141Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings138Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History141Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings138Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights