Melco Resorts & Entertainment Limited $MLCO Shares Bought by Coronation Fund Managers Ltd.

Coronation Fund Managers Ltd. lifted its position in Melco Resorts & Entertainment Limited (NASDAQ:MLCO) by 4.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,103,914 shares of the company’s stock after buying an additional 341,528 shares during the quarter. Melco Resorts & Entertainment comprises approximately 3.9% of Coronation Fund Managers Ltd.’s holdings, making the stock its 7th biggest position. Coronation Fund Managers Ltd. owned approximately 1.93% of Melco Resorts & Entertainment worth $74,313,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in MLCO. FNY Investment Advisers LLC bought a new position in shares of Melco Resorts & Entertainment in the 2nd quarter valued at about $38,000. Global Retirement Partners LLC lifted its stake in Melco Resorts & Entertainment by 6,805.6% in the 3rd quarter. Global Retirement Partners LLC now owns 8,632 shares of the company’s stock valued at $79,000 after purchasing an additional 8,507 shares during the last quarter. Solstein Capital LLC lifted its stake in Melco Resorts & Entertainment by 74.9% in the 2nd quarter. Solstein Capital LLC now owns 9,340 shares of the company’s stock valued at $68,000 after purchasing an additional 4,000 shares during the last quarter. Northwestern Mutual Wealth Management Co. bought a new position in Melco Resorts & Entertainment during the second quarter worth about $71,000. Finally, TD Private Client Wealth LLC increased its position in Melco Resorts & Entertainment by 298.3% during the third quarter. TD Private Client Wealth LLC now owns 10,098 shares of the company’s stock worth $93,000 after buying an additional 7,563 shares during the last quarter. 39.62% of the stock is owned by institutional investors.

Key Melco Resorts & Entertainment News

Here are the key news stories impacting Melco Resorts & Entertainment this week:

• Positive Sentiment: Macau momentum and analyst upgrade — Seeking Alpha highlights that Macau gaming growth remains a clear tailwind, driving earnings upside and prompting a ratings upgrade based on a constructive 2026 Macau outlook. Melco Resorts: Macau Growth Creates Upside (Rating Upgrade)
• Positive Sentiment: Operational recovery — Company-reported group property EBITDA grew ~17% y/y, signaling improving margins and cash generation across the portfolio. This underpins investor confidence even with mixed headline results. Melco projects opening of renovated Countdown hotel in Q3 2026 while group property EBITDA grows 17%
• Positive Sentiment: Brand & luxury credentials — Melco captured the most Forbes Travel Guide Five-Star Awards for any integrated-resort operator in 2026, reinforcing its premium positioning which supports higher-margin leisure and F&B revenue. Melco attains world’s most Forbes Travel Guide Five-Star Awards in 2026
• Neutral Sentiment: New property update — Management expects the renovated Countdown hotel to open in Q3 2026, a potential medium-term revenue contributor but not immediate. Countdown hotel renovation and timing
• Neutral Sentiment: Full disclosure & materials available — The company posted an unaudited Q4 release and provided the earnings slide deck and call transcript for investors to review detailed metrics. These documents provide clarity but contain mixed signals. Melco Resorts Announces Unaudited Fourth Quarter 2025 Earnings
• Negative Sentiment: EPS missed estimates — Reported Q4 EPS was $0.05 versus consensus of $0.12, a notable miss that weighed on near-term sentiment despite solid revenue. Press release / presentation with EPS data
• Negative Sentiment: City of Dreams Manila underperformance — The Manila property continues to lag and remains a drag on consolidated results, though analysts note it is not critical to the overall thesis. City of Dreams Manila performance
• Negative Sentiment: Margin & profitability metrics still mixed — The company reported a low net margin and negative return on equity, metrics investors will monitor for sustained improvement. Analysts publicly defended the stock after the earnings shortfall, indicating debate about valuation and near-term prospects. Analysts defend Melco after earnings

Analyst Ratings Changes

A number of analysts have recently issued reports on MLCO shares. Wall Street Zen cut Melco Resorts & Entertainment from a “strong-buy” rating to a “buy” rating in a research report on Saturday, December 27th. JPMorgan Chase & Co. restated a “neutral” rating and issued a $7.70 price target (down previously from $11.00) on shares of Melco Resorts & Entertainment in a research note on Friday, January 16th. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Melco Resorts & Entertainment in a report on Thursday, January 22nd. Finally, Texas Capital upgraded shares of Melco Resorts & Entertainment to a “strong-buy” rating in a report on Friday, January 23rd. One research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, three have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $7.85.

Melco Resorts & Entertainment Price Performance

Shares of NASDAQ MLCO opened at $5.53 on Friday. The firm has a market cap of $2.32 billion, a price-to-earnings ratio of 12.02 and a beta of 0.63. The stock’s fifty day moving average price is $7.02 and its two-hundred day moving average price is $8.26. Melco Resorts & Entertainment Limited has a one year low of $4.55 and a one year high of $10.15.

About Melco Resorts & Entertainment

Melco Resorts & Entertainment Limited (NASDAQ: MLCO) is a developer, owner and operator of integrated resort destinations in Asia and Europe. The company’s portfolio spans casino gaming, hotel accommodations, retail, dining and entertainment facilities. Melco’s properties feature a mix of luxury hotels, award-winning restaurants, high-limit gaming salons and entertainment venues, catering to a broad range of leisure and business travelers.

In Macau, Melco owns and operates flagship properties including City of Dreams Macau, Altira Macau and Studio City.