Red Rock Resorts, Inc.(RRR)Stock Analysis
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Rank #828 of 2,879 stocksTOP 50%
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
RRR Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Red Rock Resorts, Inc. (RRR), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores RRR at 60.9/100 on a 32-signal composite quality model, placing it at rank #828 of 2,879 stocks — the top half of the AI-ranked universe. Areas of concern include institutional flow (26.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 45.5/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Red Rock Resorts, Inc. reports quarterly revenue of $507.3M, net income of $42.9M, an operating margin of 28.3%. Top institutional holders of RRR by reported 13-F value include BAMCO /NY/, BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. RRR trades on the Nasdaq exchange and files with the SEC under CIK 1653653. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate RRR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Red Rock Resorts, Inc. directly from SEC EDGAR. Red Rock Resorts, Inc.'s 13F Pro composite quality score has ranged between 8 and 65 since 2021, currently 60.9 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.
Revenue
Q1 2026
$507.3M
Net Income
Q1 2026
$42.9M
Free Cash Flow
Q1 2026
$22.6M
Operating Margin
Q1 2026
28.3%
ROIC
Q1 2026
3.9%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+3.6% YoYNet Income
-54.9% YoYOperating Income
-0.5% YoYEPS (Diluted)
-12.5% YoYTotal Assets
+18.2% YoYTotal Debt
+11.4% YoYOp. Cash Flow
-8.8% YoY| Metric | FY 2023 | FY 2022 | FY 2019 | FY 2018 | FY 2017 | FY 2015 |
|---|---|---|---|---|---|---|
| Revenue | $1.72B +3.6% | $1.66B -10.4% | $1.86B +10.4% | $1.68B +2.4% | $1.64B +21.4% | $1.35B |
| Net Income | $176.0M -54.9% | $390.4M +11748.8% | $-3.4M -102.1% | $157.5M +344.7% | $35.4M -74.3% | $137.7M |
| Operating Income | $558.7M -0.5% | $561.3M +201.8% | $186.0M -50.0% | $372.2M +12.4% | $331.3M +15.4% | $287.2M |
| EPS (Diluted) | $2.94 -12.5% | $3.36 +6820.0% | $-0.05 -102.8% | $1.77 +321.4% | $0.42 -72.5% | $1.53 |
| Total Assets | $3.95B +18.2% | $3.35B -18.7% | $4.11B +2.6% | $4.01B +10.8% | $3.62B +23.5% | $2.93B |
| Total Debt | $3.35B +11.4% | $3.01B -1.8% | $3.07B +6.2% | $2.89B +9.1% | $2.65B +18.0% | $2.24B |
| Operating Cash Flow | $494.3M -8.8% | $542.2M +71.2% | $316.6M -8.5% | $346.0M +19.3% | $290.0M -17.0% | $349.4M |
AI Insight: RRR Financial Trends
Revenue flat while debt surged 3% in Q1 2026; operating cash flow deteriorated despite stable margins.
• Operating income held steady near $144M across Q4 2025–Q1 2026, maintaining ~28% operating margin despite revenue stagnation.
• Total debt climbed to $3,548M in Q1 2026 from $3,413M in Q4 2025, reversing a 1.4% decline seen in prior three quarters.
• Operating cash flow fell to $140M in Q1 2026 from $157M in Q4 2025, lowest since Q1 2025's $126M.
⚠ Equity collapsed 31% to $143M in Q1 2026 from $208M in Q4 2025—steepest decline in dataset; leverage ratio now critical.
⚠ Revenue growth stalled; Q1 2026 at $507M barely above Q1 2025's $498M despite seasonal strength expected in spring.
AI Insight: RRR Ratio Trends
Operating margins held firm around 28–29% through Q1 2026, but ROIC peaked in Q2 2025 at 18.6% and has since declined; leverage spiked to 24.86x D/E in the latest quarter.
• Operating margin stable 28–29% range (Q4 2025 to Q1 2026) after Q2 2025 peak of 31.9%, showing consistent operational control.
• ROIC contracted from 18.6% in Q2 2025 to 15.6% in Q1 2026 TTM, erasing prior-year gains.
• Debt-to-equity jumped to 24.86x in Q1 2026 from 16.38x in Q4 2025, the highest level since Q2 2024.
⚠ ROIC decline of 3pp (Q2 2025 peak to Q1 2026) after consecutive quarterly gains — potential signpost of capital efficiency stress.
⚠ D/E jumped 8.5 points quarter-over-quarter (Q4 2025 to Q1 2026) — largest spike in the data; monitor refinancing risk.
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Top Institutional Holders of RRR
BAMCO INC /NY/
$715.7M13,412,846 shBlackRock, Inc.
$384.6M7,206,870 shVANGUARD PORTFOLIO MANAGEMENT LLC
$189.1M3,543,343 shVANGUARD CAPITAL MANAGEMENT LLC
$123.7M2,318,528 shInvesco Ltd.
$119.7M2,243,829 shDIAMOND HILL CAPITAL MANAGEMENT INC
$100.9M1,890,597 shFMR LLC
$100.4M1,881,603 shSTATE STREET CORP
$99.3M1,861,875 shFULLER & THALER ASSET MANAGEMENT, INC.
$69.3M1,298,973 shGEODE CAPITAL MANAGEMENT, LLC
$67.8M1,271,146 sh
| Fund | Value | Shares |
|---|---|---|
| BAMCO INC /NY/ | $715.7M | 13,412,846 |
| BlackRock, Inc. | $384.6M | 7,206,870 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $189.1M | 3,543,343 |
| VANGUARD CAPITAL MANAGEMENT LLC | $123.7M | 2,318,528 |
| Invesco Ltd. | $119.7M | 2,243,829 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | $100.9M | 1,890,597 |
| FMR LLC | $100.4M | 1,881,603 |
| STATE STREET CORP | $99.3M | 1,861,875 |
| FULLER & THALER ASSET MANAGEMENT, INC. | $69.3M | 1,298,973 |
| GEODE CAPITAL MANAGEMENT, LLC | $67.8M | 1,271,146 |
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Popular Research
Is RRR a good stock to buy?
13F Pro's AI-powered analysis of Red Rock Resorts, Inc. (RRR) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for RRR are available on the RRR stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own RRR?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling RRR. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Red Rock Resorts, Inc.'s investment landscape.