Dec 31, 2025 • MarketBeat
NEUTRAL
Cwm LLC Buys 135,896 Shares of MGM Resorts International $MGM
Cwm LLC significantly increased its stake in MGM Resorts International by 200.4% in Q3, purchasing an additional 135,896 shares to bring its total to 203,725 shares valued at approximately $7.06 million. This move is complemented by substantial insider buying, with IAC Inc. acquiring over 1 million shares. Despite analysts holding a consensus "Hold" rating and MGM missing recent quarterly EPS estimates, institutional investors continue to adjust their positions in the company.
Dec 31, 2025 • AASTOCKS.com
SOMEWHAT-BEARISH
Jefferies: MGM CHINA (02282.HK) Licensing Fee Hike May Lead to 10% Drop in 2026 NP w/ Potential for Div. Policy Review
Jefferies believes that MGM CHINA's new brand licensing agreement, which aligns with its gaming concession period, will result in a 6% decrease in its 2026 adjusted EBITDA and a 10% drop in net profit. This could necessitate a review of their dividend policy if they maintain a 50% payout ratio. Despite these projections, Jefferies maintains a 'Buy' rating with a target price of $19.
Dec 31, 2025 • AASTOCKS.com
SOMEWHAT-BEARISH
Jefferies: MGM CHINA (02282.HK) Licensing Fee Hike May Lead to 10% Drop in 2026 NP w/ Potential for Div. Policy Review
Jefferies predicts that MGM CHINA's new brand licensing agreement will cause a 6% decrease in its 2026 adjusted EBITDA and a 10% drop in net profit due to increased fees. This fee hike could also lead to a reduction in 2026/27 DPS if a 50% dividend payout ratio is maintained, prompting a potential review of the dividend policy. Jefferies maintains a Buy rating with a target price of $19.
Dec 30, 2025 • Hospitality Design
SOMEWHAT-BULLISH
NoMad Las Vegas to Become the Reserve at Park MGM
The NoMad Las Vegas has been rebranded as the Reserve at Park MGM by MGM Resorts International. This change includes new identities for public spaces like the pool and restaurants, and the property is expected to join Marriott Bonvoy’s Autograph Collection in early 2026, expanding the MGM Collection with Marriott Bonvoy to 13 Las Vegas properties.
Dec 30, 2025 • AD HOC NEWS
SOMEWHAT-BULLISH
VICI Properties Inc: High-Yield REIT Tests Investor Patience As Wall Street Sticks To ‘Buy’ Call
VICI Properties Inc. (VICI) offers a high dividend yield, attracting income investors, but its share price has remained largely flat over the past year. While Wall Street analysts maintain a "Buy" rating, citing reliable cash flows and long-term leases, the stock's performance reflects a tension between its generous payouts and investor skepticism regarding growth and tenant concentration. The REIT's future trajectory will largely depend on interest rate movements and its strategic acquisition execution.
Dec 30, 2025 • AASTOCKS.com
NEUTRAL
CLSA: MGM CHINA (02282.HK) TP Dropped to $20.9 on Higher Licensing Fee Payable to Parent Co.
CLSA has lowered its target price for MGM CHINA (02282.HK) from $22.6 to $20.9 while maintaining an Outperform rating. This adjustment follows MGM CHINA's decision to increase the licensing fee payable to its parent company, MGM Resorts International (MGM.US), to 3.5% starting in 2026. The broker also named GALAXY ENT (00027.HK) and MGM CHINA as its top industry picks due to their strong financial health.