Las Vegas Sands (NYSE:LVS) Price Target Lowered to $72.00 at Stifel Nicolaus

Las Vegas Sands (NYSE:LVS) had its target price trimmed by Stifel Nicolaus from $75.00 to $72.00 in a research note published on Thursday morning, Marketbeat.com reports. The firm currently has a buy rating on the casino operator’s stock.

Several other brokerages also recently commented on LVS. Barclays set a $64.00 price target on Las Vegas Sands in a report on Thursday. Argus raised their target price on shares of Las Vegas Sands from $65.00 to $80.00 and gave the company a “buy” rating in a research note on Monday, December 1st. Morgan Stanley lifted their target price on shares of Las Vegas Sands from $63.00 to $67.00 and gave the stock an “equal weight” rating in a report on Friday, January 16th. Deutsche Bank Aktiengesellschaft upped their price target on shares of Las Vegas Sands from $76.00 to $77.00 and gave the company a “buy” rating in a report on Thursday. Finally, Mizuho lifted their price objective on Las Vegas Sands from $63.00 to $65.00 and gave the stock an “outperform” rating in a research note on Thursday. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and six have given a Hold rating to the stock. According to MarketBeat.com, Las Vegas Sands has an average rating of “Moderate Buy” and a consensus target price of $70.52.

Las Vegas Sands Trading Down 14.0%

Shares of NYSE:LVS opened at $52.71 on Thursday. The firm has a fifty day moving average of $64.09 and a two-hundred day moving average of $58.04. 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. The firm has a market capitalization of $35.64 billion, a P/E ratio of 22.52, a price-to-earnings-growth ratio of 1.46 and a beta of 0.97.

Las Vegas Sands (NYSE:LVS) last issued its quarterly earnings data on Wednesday, January 28th. The casino operator reported $0.85 earnings per share for the quarter, beating the consensus estimate of $0.77 by $0.08. The firm had revenue of $3.65 billion for the quarter, compared to analyst estimates of $3.33 billion. Las Vegas Sands had a net margin of 12.50% and a return on equity of 87.01%. The company’s revenue for the quarter was up 26.0% on a year-over-year basis. During the same quarter last year, the firm earned $0.54 earnings per share. On average, equities analysts expect that Las Vegas Sands will post 2.6 EPS for the current fiscal year.

Las Vegas Sands Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, February 18th. Investors of record on Monday, February 9th will be paid a dividend of $0.30 per share. This is a positive change from Las Vegas Sands’s previous quarterly dividend of $0.25. This represents a $1.20 annualized dividend and a yield of 2.3%. The ex-dividend date is Monday, February 9th. Las Vegas Sands’s dividend payout ratio is presently 45.25%.

Insider Transactions at Las Vegas Sands

In other news, COO Patrick Dumont sold 135,603 shares of Las Vegas Sands stock in a transaction that occurred on Wednesday, December 3rd. The stock was sold at an average price of $67.96, for a total transaction of $9,215,579.88. Following the sale, the chief operating officer owned 446,608 shares of the company’s stock, valued at approximately $30,351,479.68. This trade represents a 23.29% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Irwin Chafetz sold 30,000 shares of the business’s stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $69.76, for a total value of $2,092,800.00. Following the sale, the director owned 70,949 shares in the company, valued at approximately $4,949,402.24. This represents a 29.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 3,582,053 shares of company stock worth $238,846,399 over the last 90 days. Insiders own 1.20% of the company’s stock.

Institutional Trading of Las Vegas Sands

Several institutional investors have recently made changes to their positions in LVS. Arrowstreet Capital Limited Partnership increased its stake in Las Vegas Sands by 410.2% in the third quarter. Arrowstreet Capital Limited Partnership now owns 5,167,553 shares of the casino operator’s stock valued at $277,963,000 after acquiring an additional 4,154,753 shares during the period. Norges Bank acquired a new stake in Las Vegas Sands during the second quarter valued at approximately $134,179,000. M&T Bank Corp grew its stake in shares of Las Vegas Sands by 33,102.6% in the 4th quarter. M&T Bank Corp now owns 3,060,288 shares of the casino operator’s stock valued at $197,463,000 after purchasing an additional 3,051,071 shares during the period. ARGA Investment Management LP raised its holdings in shares of Las Vegas Sands by 36.8% in the 2nd quarter. ARGA Investment Management LP now owns 10,040,975 shares of the casino operator’s stock worth $436,883,000 after buying an additional 2,698,398 shares in the last quarter. Finally, Vanguard Group Inc. boosted its stake in Las Vegas Sands by 4.4% in the 2nd quarter. Vanguard Group Inc. now owns 43,072,014 shares of the casino operator’s stock valued at $1,874,063,000 after buying an additional 1,822,806 shares in the last quarter. 39.16% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Las Vegas Sands

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

• Positive Sentiment: Q4 beat on revenue and consolidated adjusted property EBITDA, driven by a record quarter at Marina Bay Sands (MBS); management also announced a $500M buyback. Las Vegas Sands Reports Fourth Quarter 2025 Results
• Positive Sentiment: Board raised the quarterly dividend 20% to $0.30/share and reiterated capital-return actions, which supports near-term shareholder income. (Company disclosure and earnings highlights)
• Positive Sentiment: Several analysts defended or raised forecasts after the beats — Macquarie reaffirmed Outperform ($70 PT) and Deutsche Bank, Wells Fargo and others nudged targets higher, providing analyst support under current weakness. Las Vegas Sands is defended by analysts amid its biggest share price decline since the pandemic
• Neutral Sentiment: Management flagged a focus on margin recovery in Macao while expecting continued growth at Marina Bay Sands into 2026; execution on Macao margin plans will be key for forward guidance. Las Vegas Sands signals focus on margin recovery in Macao and continued growth at Marina Bay Sands through 2026
• Negative Sentiment: Investors focused on a meaningful miss in Macao EBITDA margins — reports cite a ~390 bps decline in Macao margins and rising competitive pressure there, which undercut the stock despite consolidated beats. Why Is LVS Stock Dropping After Beating Estimates?
• Negative Sentiment: Market reaction was sharp: outlets note the shares plunged after hours/into the next session as traders prioritized Macao weakness over headline beats, prompting heavy volume and volatility. Las Vegas Sands Stock Tumbles 10%. It Has a Macau Problem.
• Negative Sentiment: Analyst and media scrutiny of regional competitiveness and margin recovery timelines creates near-term uncertainty; until Macao margins show clear recovery, the stock could remain under pressure despite strong Singapore performance. Las Vegas Sands Stock Slumps After Macao Results Fall Short

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.