Insider Trading March 16, 2026

Vail Resorts CFO Buys $25,051 of Company Stock Amid Mixed Quarterly Results and Lowered Analyst Targets

Angela A. Korch adds 190 shares in open-market purchase as analysts trim forecasts after weaker-than-expected Q2 fiscal 2026 performance

By Marcus Reed MTN
Vail Resorts CFO Buys $25,051 of Company Stock Amid Mixed Quarterly Results and Lowered Analyst Targets
MTN

Vail Resorts EVP and Chief Financial Officer Angela A. Korch acquired 190 shares of the company's common stock on March 16, 2026, spending $25,051 at $131.85 per share in an open-market transaction. The purchase, reported on a Form 4 filed with the Securities and Exchange Commission, increases her direct holdings to 5,539 shares. The resort operator's recent second-quarter fiscal 2026 results fell short of consensus on revenue and EBITDA, prompting several firms to reduce price targets and the company to lower full-year guidance.

Key Points

  • Vail Resorts EVP & Chief Financial Officer Angela A. Korch bought 190 shares at $131.85 each on March 16, 2026, spending $25,051; her direct holdings now total 5,539 shares.
  • The company reported Q2 fiscal 2026 revenue of $1.08 billion and Resort Adjusted EBITDA of $418 million, both below consensus expectations.
  • Multiple analysts reduced price targets - including BNP Paribas Exane, Truist, Stifel, Mizuho, and Morgan Stanley - and the company lowered full-year guidance to a $747 million to $783 million EBITDA range.

Vail Resorts Inc reported an insider purchase by a senior finance executive this month. Angela A. Korch, the company's executive vice president and chief financial officer, bought 190 shares of Vail Resorts common stock in an open-market transaction at $131.85 per share, for a total outlay of $25,051. The transaction, recorded on a Form 4 filed with the Securities and Exchange Commission, was executed on March 16, 2026. After the acquisition, Korch directly holds 5,539 shares of the company.

The company is identified as a roughly $4.72 billion resort operator that an external analysis characterized as appearing undervalued, with that analysis providing fair value estimates and investor guidance for MTN shareholders.


Quarterly results and analyst reactions

Vail Resorts' second-quarter fiscal 2026 results prompted multiple firms to adjust their price targets. The company posted revenue of $1.08 billion, below the consensus estimate of $1.11 billion. Resort Adjusted EBITDA came in at $418 million, under the expected $440 million.

  • BNP Paribas Exane lowered its price target to $157 and kept an Outperform rating.
  • Truist Securities revised its target to $217, noting the company missed its estimate for EBITDA of $425 million.
  • Stifel cut its price target to $172, pointing to a 9% miss in Resort Adjusted EBITDA versus consensus.
  • Mizuho reduced its target to $200, citing weak visits to Colorado related to low snowfall, while maintaining an Outperform rating.
  • Morgan Stanley lowered its price target to $147, attributing the change to challenging weather conditions that affected the firm's view of Vail Resorts' guidance.

In response to results and conditions, Vail Resorts updated its full-year guidance to a Resort Adjusted EBITDA range of $747 million to $783 million, which is below the previously anticipated range.


Context for the insider transaction

The Form 4 filing documents the timing and size of CFO Korch's purchase but does not include commentary on her motivations. The purchase increases the executive's direct ownership to 5,539 shares. The market context surrounding the buy includes recent downward revisions to analyst price targets and reduced company guidance after the quarter's shortfall.

This article reports the transaction and the contemporaneous analyst adjustments and guidance updates as disclosed in public filings and company releases. Where available, the filing dates and reported figures are included to reflect the official record.

Risks

  • Weather-related variability - Morgan Stanley and Mizuho pointed to challenging weather and low snowfall in Colorado as factors affecting visitation and financial results, which can impact resort and leisure sector performance.
  • Earnings volatility - The company missed consensus on revenue and Resort Adjusted EBITDA, and analyst target reductions reflect uncertainty in near-term profitability for Vail Resorts.
  • Guidance risk - Vail Resorts revised its full-year guidance downward to a $747 million to $783 million EBITDA range, indicating risk to prior investor expectations for the leisure and hospitality segment.

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