Stifel Nicolaus Issues Pessimistic Forecast for Las Vegas Sands (NYSE:LVS) Stock Price

Las Vegas Sands (NYSE:LVS) had its target price cut by stock analysts at Stifel Nicolaus from $75.00 to $72.00 in a research note issued on Thursday,Benzinga reports. The brokerage currently has a “buy” rating on the casino operator’s stock. Stifel Nicolaus’ target price indicates a potential upside of 17.71% from the stock’s previous close.

Several other equities research analysts have also recently weighed in on the company. Wall Street Zen upgraded Las Vegas Sands from a “buy” rating to a “strong-buy” rating in a research note on Saturday, January 17th. Jefferies Financial Group reissued a “buy” rating and set a $78.00 price target on shares of Las Vegas Sands in a research note on Wednesday, December 24th. Susquehanna lifted their price objective on Las Vegas Sands from $62.00 to $63.00 and gave the stock a “positive” rating in a research note on Wednesday, October 22nd. Mizuho lifted their target price on Las Vegas Sands from $63.00 to $65.00 and gave the stock an “outperform” rating in a report on Thursday. Finally, Citigroup raised their price objective on Las Vegas Sands from $75.50 to $76.75 and gave the company a “buy” rating in a research note on Thursday, December 11th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat.com, Las Vegas Sands currently has a consensus rating of “Moderate Buy” and a consensus target price of $70.45.

Las Vegas Sands Trading Up 1.4%

Shares of LVS stock opened at $61.17 on Thursday. The company has a market capitalization of $41.36 billion, a PE ratio of 27.68, a price-to-earnings-growth ratio of 1.44 and a beta of 0.97. The firm has a 50 day moving average price of $64.31 and a two-hundred day moving average price of $58.08. The company has a quick ratio of 0.88, a current ratio of 0.89 and a debt-to-equity ratio of 7.42. Las Vegas Sands has a 12-month low of $30.18 and a 12-month high of $70.45.

Las Vegas Sands (NYSE:LVS) last announced its earnings results on Wednesday, January 28th. The casino operator reported $0.85 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.77 by $0.08. Las Vegas Sands had a net margin of 12.69% and a return on equity of 73.14%. The firm had revenue of $3.65 billion for the quarter, compared to analyst estimates of $3.33 billion. During the same quarter in the prior year, the business posted $0.54 EPS. The business’s revenue was up 26.0% compared to the same quarter last year. As a group, analysts predict that Las Vegas Sands will post 2.6 earnings per share for the current year.

Insider Activity

In related news, EVP D. Zachary Hudson sold 100,000 shares of Las Vegas Sands stock in a transaction on Friday, November 7th. The stock was sold at an average price of $64.99, for a total transaction of $6,499,000.00. Following the completion of the sale, the executive vice president owned 13,735 shares of the company’s stock, valued at approximately $892,637.65. This trade represents a 87.92% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, COO Patrick Dumont sold 210,305 shares of Las Vegas Sands stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $69.96, for a total transaction of $14,712,937.80. Following the sale, the chief operating officer owned 446,608 shares of the company’s stock, valued at approximately $31,244,695.68. The trade was a 32.01% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 3,982,053 shares of company stock valued at $262,526,399 in the last quarter. 1.20% of the stock is currently owned by company insiders.

Institutional Trading of Las Vegas Sands

Hedge funds and other institutional investors have recently bought and sold shares of the stock. U S Global Investors Inc. purchased a new stake in Las Vegas Sands in the 4th quarter worth approximately $794,000. Chicago Partners Investment Group LLC increased its stake in shares of Las Vegas Sands by 62.2% during the fourth quarter. Chicago Partners Investment Group LLC now owns 12,493 shares of the casino operator’s stock valued at $749,000 after purchasing an additional 4,789 shares in the last quarter. waypoint wealth counsel lifted its holdings in shares of Las Vegas Sands by 71.4% during the fourth quarter. waypoint wealth counsel now owns 7,147 shares of the casino operator’s stock valued at $465,000 after purchasing an additional 2,978 shares during the last quarter. Teacher Retirement System of Texas raised its stake in Las Vegas Sands by 328.5% during the fourth quarter. Teacher Retirement System of Texas now owns 355,322 shares of the casino operator’s stock valued at $23,128,000 after buying an additional 272,401 shares during the last quarter. Finally, HB Wealth Management LLC raised its position in shares of Las Vegas Sands by 54.2% in the 4th quarter. HB Wealth Management LLC now owns 11,930 shares of the casino operator’s stock worth $777,000 after purchasing an additional 4,194 shares during the last quarter. Institutional investors own 39.16% of the company’s stock.

Key Headlines Impacting Las Vegas Sands

Here are the key news stories impacting Las Vegas Sands this week:

• Positive Sentiment: Q4 beat and revenue upside: LVS reported results above consensus — $0.85 EPS (vs. ~$0.77 est.) and revenue of $3.65B, showing strong top‑line recovery driven by Singapore and Macau. Las Vegas Sands earnings beat by $0.08, revenue topped estimates
• Positive Sentiment: Dividend increase: LVS raised its quarterly dividend 20% to $0.30 (2.0% yield), signaling confidence in cash generation and returning capital to shareholders — ex‑dividend Feb 9. (Company release)
• Positive Sentiment: Share repurchase: Management repurchased $500M of common stock during the quarter, further supporting EPS and signaling confidence in valuation. Las Vegas Sands Reports Fourth Quarter 2025 Results
• Neutral Sentiment: Regional performance detail: Marina Bay Sands was the primary driver of improved EBITDA and profit, with Macau also recovering — useful for modeling geography‑specific revenue/EBITDA momentum. Las Vegas Sands’ quarterly profit rises on strong Macau demand
• Neutral Sentiment: Company materials available: Press release, slide deck and earnings call are posted — review slides for management commentary on capex, recurring trends and FY guidance to assess sustainability of results. Earnings slide deck / press release
• Negative Sentiment: Market digestion and stock reaction: Despite the beat, some headlines noted the stock fell after the close — investors appear concerned that part of the outperformance was driven by high hold (one‑time luck) at rolling play in Singapore and Macau, which may not repeat. Why Las Vegas Sands Stock Is Falling After Q4 Double Beat
• Negative Sentiment: Insider and institutional activity: Reports show significant insider share sales and large prior institutional position shifts, which can create perception risk despite fundamentals — monitor ongoing insider flows and 10b5‑1 disclosures. Las Vegas Sands Corp. (LVS) Stock Falls on Q4 2025 Earnings

About Las Vegas Sands

Las Vegas Sands (NYSE: LVS) is a global developer and operator of integrated resorts, focused on large-scale properties that combine casino gaming with hotels, convention and exhibition facilities, retail, dining, and entertainment. The company’s operations center on developing and managing full-service resort complexes that serve both leisure and business travelers, with emphasis on convention and trade-show business in addition to gaming revenue streams.

The company’s portfolio has included prominent properties in North America and Asia, most notably The Venetian Resort in Las Vegas and Marina Bay Sands in Singapore, along with a significant presence in Macau through multiple integrated resorts.