Insider Trading March 2, 2026

Boyd Gaming CFO Sells $2.05M in Stock After Exercising Options

Josh Hirsberg disposes of shares following option exercise as the company posts strong quarterly results and leadership changes loom

By Ajmal Hussain BYD
Boyd Gaming CFO Sells $2.05M in Stock After Exercising Options
BYD

Boyd Gaming CFO and Treasurer Josh Hirsberg sold 23,924 shares on February 26, 2026 for $2,054,114 after exercising an equal number of employee stock options at $17.75 each. The transaction leaves Hirsberg with substantial direct and indirect holdings while Boyd reports robust Q4 2025 results, a recent asset sale, and an executive retirement announcement.

Key Points

  • Boyd Gaming CFO Josh Hirsberg sold 23,924 shares on February 26, 2026 for $2,054,114 after exercising options at $17.75 per share.
  • Boyd Gaming reported Q4 2025 EPS of $2.21 and record quarterly revenue of $1.1 billion; the stock trades at a P/E of 3.66 with InvestingPro flagging it as undervalued.
  • Other corporate moves include the sale of Sam’s Town Shreveport to Bally’s (terms undisclosed), a Stifel price-target increase to $95 (Hold rating), and the announced retirement of CAO Stephen Thompson effective March 31, 2026.

Transaction overview

Josh Hirsberg, who serves as both Chief Financial Officer and Treasurer of Boyd Gaming Corp., sold 23,924 shares of the company’s common stock on February 26, 2026, generating proceeds of $2,054,114. The shares were sold at prices ranging between $85.17 and $86.19 per share.

Option exercise preceding the sale

The sale followed the exercise of 23,924 employee stock options at an exercise price of $17.75 per share. The aggregate exercise cost for those options was $424,651.

Post-transaction holdings

After completing the option exercise and the subsequent sale of the newly issued shares, Hirsberg directly holds 435,746 shares of Boyd Gaming common stock. In addition to his direct holdings, Hirsberg indirectly owns 20,500 shares through a spouse.

Valuation and market context

The transaction takes place while Boyd Gaming trades at a price-to-earnings ratio of 3.66. Analysis from InvestingPro, as cited in company reporting, indicates the stock appears undervalued at current levels. Over the trailing 12 months, Boyd Gaming has returned 9% to shareholders and reported gross profit margins of 59%.

Additional InvestingPro insights

InvestingPro provides further guidance specific to Boyd Gaming, noting 10 additional tips that include commentary on potential share buybacks and dividend growth.


Recent corporate results and developments

Boyd Gaming released fourth-quarter 2025 financial results showing earnings per share of $2.21, exceeding analyst expectations of $1.94. The company reported record quarterly revenues of $1.1 billion.

Separately, Boyd Gaming announced the sale of Sam’s Town Shreveport to Bally’s Corporation; the company did not disclose the financial terms of that transaction.

On the analyst front, Stifel increased its price target for Boyd Gaming to $95 from $90 while maintaining a Hold rating, citing the company’s strong operational performance despite existing challenges.

Leadership change

Boyd Gaming also disclosed that its chief administrative officer, Stephen Thompson, plans to retire effective March 31, 2026. Thompson has served in the role since December 2023. The company stated the retirement is for personal reasons and is not related to any disagreement with the company.


What this means

The insider transaction, the most recent quarterly results, the asset sale with undisclosed terms, analyst target changes, and a scheduled executive retirement together represent a cluster of developments that investors and market observers can monitor as they assess Boyd Gaming’s near-term trajectory. Each item is factual and reported by the company; interpretation of future impact is outside the scope of this factual account.

Risks

  • The financial terms of the Sam’s Town Shreveport sale to Bally’s Corporation were not disclosed, creating uncertainty about its immediate impact on Boyd Gaming’s balance sheet and cash position - impacting the gaming and real estate segments.
  • An upcoming leadership change with the retirement of the chief administrative officer on March 31, 2026 introduces near-term uncertainty about administrative continuity and governance - impacting corporate management and investor relations.
  • Market valuation remains a point of debate: while InvestingPro indicates the stock is undervalued, the company’s low P/E ratio signals differing market perceptions that could affect investor sentiment and trading behavior - impacting equity markets and gaming sector investors.

More from Insider Trading

UTI CEO Sells $2.1 Million in Shares as Stock Trades Near 52-Week High Mar 2, 2026 M&T Bank Senior Executive Disposes $1.84 Million in Shares; Exercises Options Worth $702,438 Mar 2, 2026 Fluor CFO Sells $1.5M in Stock Following Option Exercise Mar 2, 2026 IDEAYA Director Jeffrey Stein Acquires $1.65M Stake; Company Advances Oncology Program Mar 2, 2026 Interactive Communications Disposes of 17,610 Giftify Shares, Retains Majority Stake Mar 2, 2026