The Goldman Sachs Group Cuts Las Vegas Sands (NYSE:LVS) Price Target to $73.00

Las Vegas Sands (NYSE:LVS) had its target price reduced by The Goldman Sachs Group from $80.00 to $73.00 in a research note released on Thursday,MarketScreener reports. They currently have a buy rating on the casino operator’s stock.

Several other brokerages also recently weighed in on LVS. HSBC upped their target price on Las Vegas Sands from $67.50 to $73.00 and gave the stock a “buy” rating in a research report on Thursday. Weiss Ratings restated a “hold (c+)” rating on shares of Las Vegas Sands in a report on Monday, December 29th. Jefferies Financial Group reiterated a “buy” rating and set a $78.00 price objective on shares of Las Vegas Sands in a research note on Wednesday, December 24th. Morgan Stanley boosted 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 research report on Friday, January 16th. Finally, Mizuho raised their price target on shares of Las Vegas Sands from $63.00 to $65.00 and gave the company an “outperform” rating in a report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $68.61.

Las Vegas Sands Price Performance

Las Vegas Sands stock opened at $52.75 on Thursday. The firm has a fifty day moving average of $63.86 and a 200-day moving average of $58.12. Las Vegas Sands has a 52-week low of $30.18 and a 52-week high of $70.45. The company has a quick ratio of 0.88, a current ratio of 0.89 and a debt-to-equity ratio of 7.42. The firm has a market capitalization of $35.66 billion, a P/E ratio of 22.54, a PEG ratio of 1.27 and a beta of 0.97.

Las Vegas Sands (NYSE:LVS) last announced its quarterly earnings results on Wednesday, January 28th. The casino operator reported $0.85 earnings per share for the quarter, topping analysts’ consensus estimates of $0.77 by $0.08. Las Vegas Sands had a net margin of 12.50% and a return on equity of 87.01%. The firm had revenue of $3.65 billion during the quarter, compared to analysts’ expectations of $3.33 billion. During the same period in the prior year, the company earned $0.54 EPS. The firm’s revenue was up 26.0% on a year-over-year basis. As a group, analysts predict that Las Vegas Sands will post 2.6 EPS for the current year.

Las Vegas Sands Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, February 18th. Stockholders of record on Monday, February 9th will be given a dividend of $0.30 per share. The ex-dividend date of this dividend is Monday, February 9th. This is an increase from Las Vegas Sands’s previous quarterly dividend of $0.25. This represents a $1.20 dividend on an annualized basis and a dividend yield of 2.3%. Las Vegas Sands’s dividend payout ratio is 42.74%.

Insider Activity at Las Vegas Sands

In other news, major shareholder Miriam Adelson sold 77,991 shares of the business’s stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $67.56, for a total value of $5,269,071.96. Following the completion of the sale, the insider owned 23,333,441 shares of the company’s stock, valued at approximately $1,576,407,273.96. The trade was a 0.33% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, COO Patrick Dumont sold 135,603 shares of the stock in a transaction dated 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 transaction, the chief operating officer directly owned 446,608 shares in the company, valued at $30,351,479.68. The trade was a 23.29% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 3,582,053 shares of company stock valued at $238,846,399. Insiders own 1.20% of the company’s stock.

Institutional Trading of Las Vegas Sands

Institutional investors and hedge funds have recently bought and sold shares of the company. Mackenzie Financial Corp lifted its holdings in Las Vegas Sands by 0.3% during the 3rd quarter. Mackenzie Financial Corp now owns 53,945 shares of the casino operator’s stock worth $2,902,000 after buying an additional 156 shares during the last quarter. Westside Investment Management Inc. raised its position in shares of Las Vegas Sands by 48.0% during the 3rd quarter. Westside Investment Management Inc. now owns 512 shares of the casino operator’s stock valued at $28,000 after acquiring an additional 166 shares in the last quarter. Parallel Advisors LLC lifted its stake in Las Vegas Sands by 7.8% during the third quarter. Parallel Advisors LLC now owns 2,449 shares of the casino operator’s stock worth $132,000 after purchasing an additional 177 shares during the last quarter. Alps Advisors Inc. boosted its holdings in Las Vegas Sands by 2.4% in the third quarter. Alps Advisors Inc. now owns 8,528 shares of the casino operator’s stock worth $459,000 after purchasing an additional 197 shares during the period. Finally, Horizon Kinetics Asset Management LLC boosted its holdings in Las Vegas Sands by 0.3% in the second quarter. Horizon Kinetics Asset Management LLC now owns 61,993 shares of the casino operator’s stock worth $2,697,000 after purchasing an additional 213 shares during the period. Institutional investors and hedge funds 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 on revenue and EPS, driven by record Marina Bay Sands EBITDA — this supports the company’s top-line momentum and underpins analyst upside revisions. Reuters: Quarterly profit rises
• Positive Sentiment: Management declared a 20% higher quarterly dividend ($0.30), raising the yield (~2.3%) and returning cash to shareholders — a tangible near-term support for the stock. Dividend announcement
• Positive Sentiment: Several brokers raised price targets or reiterated bullish ratings after the quarter (Deutsche Bank to $77, HSBC to $73, Macquarie reaffirmed Outperform), signaling analyst conviction in recovery potential. Benzinga: analyst reactions
• Neutral Sentiment: Goldman reduced its target from $80 to $73 but kept a Buy rating; Stifel trimmed its target to $72 while maintaining Buy — these are adjustments to reflect Q4 details but still leave sizable upside in consensus targets. MarketScreener: Goldman adjustment
• Negative Sentiment: Macao EBITDA margins fell meaningfully (reported ~390 bps decline), and management signaled margin recovery is a focus — the margin miss triggered a large sell-off and renewed concern about competitive pressure and market concentration in Macau. Forbes: Macao margin miss
• Negative Sentiment: Press pieces highlight a “Macau problem” and concentration risk — combined coverage (Barron’s, WSJ, Motley Fool) amplified investor selling despite the quarter’s headline beat. Barron’s: Macau problem

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.