MSA Advisors Fully Liquidates Vail Resorts Stake
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 19 2026
0mins
Source: Fool
- Complete Liquidation: MSA Advisors fully liquidated its 60,600-share position in Vail Resorts during Q1 2026, with an estimated transaction value of approximately $8.27 million, indicating a total loss of confidence in the stock.
- Investment Loss: The liquidation resulted in a $8.05 million decrease in the quarter-end value of Vail Resorts' stake, reflecting a 19% decline in stock price over the past year and a staggering 60% drop over the last five years.
- Poor Financial Performance: Vail Resorts failed to deliver satisfactory results in its Q2 earnings report, with revenue and adjusted EBITDA declining by 5% and 8% respectively, and subsequently lowered its full-year guidance, highlighting the stagnation of its turnaround efforts.
- Dividend Sustainability Risk: Despite paying $321 million in dividends over the past year, Vail Resorts generated only $286 million in free cash flow and $251 million in net income, suggesting that its lofty 7.2% dividend yield may not be sustainable without a swift turnaround.
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Analyst Views on MTN
Wall Street analysts forecast MTN stock price to rise
9 Analyst Rating
3 Buy
5 Hold
1 Sell
Hold
Current: 134.020
Low
145.00
Averages
169.54
High
234.00
Current: 134.020
Low
145.00
Averages
169.54
High
234.00
About MTN
Vail Resorts, Inc. is a network of destination and close-to-home ski resorts in the world including Vail Mountain, Breckenridge, Park City Mountain, Whistler Blackcomb, Stowe, and 32 additional resorts across North America; Andermatt-Sedrun and Crans-Montana Mountain Resort in Switzerland; and Perisher, Hotham, and Falls Creek in Australia. The Company operates through three segments, which include Mountain, Lodging and Real Estate. The Mountain segment includes the operations of the Company's mountain resorts/ski areas and related ancillary activities. The Lodging segment includes the operations of the Company's owned hotels, RockResorts, national park service (NPS) concessioner properties, condominium management, Colorado resort ground transportation operations and mountain resort golf operations. The Real Estate segment owns, develops and sells real estate in and around the Company's resort communities.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Oasis Management Increases Stake in Vail Resorts
- Stake Increase: Oasis Management increased its stake in Vail Resorts by 237,162 shares in Q1 2026, with an estimated transaction value of $32.35 million, indicating bullish sentiment despite recent stock declines.
- Ownership Proportion: Following this purchase, Oasis's stake in Vail Resorts rose to 15.61%, representing a significant portion of its $1.72 billion in reportable U.S. equity assets, reflecting long-term confidence in the company.
- Financial Performance: Vail Resorts reported trailing twelve months revenue of $2.92 billion and net income of $232.14 million, although unfavorable weather conditions led to a decline in skier visits and revenue.
- Market Opportunity: Despite a 13.8% drop in Vail Resorts' stock price over the past year, the company offers a 7.3% dividend yield and is promoting its Epic Pass product to boost sales, potentially providing a long-term rebound opportunity for investors.
See More
Oasis Management Increases Stake in Vail Resorts
- Stake Increase: Oasis Management added 237,162 shares of Vail Resorts in Q1, with an estimated trade value of $32.35 million, indicating bullish sentiment despite the stock recently hitting a 52-week low of $118.51.
- Holding Value: Post-trade, Oasis's total stake in Vail Resorts reached 2,088,396 shares valued at $267.98 million, representing 15.61% of its reportable AUM, making it the largest holding, reflecting significant confidence in the company.
- Declining Financial Performance: Vail Resorts reported a revenue drop from $1.14 billion to $1.08 billion for the fiscal second quarter ended January 31, primarily due to adverse weather affecting skier visits, leading to a downward revision of its fiscal 2026 guidance, which negatively impacted stock performance.
- Market Outlook: Although the current stock price is below the 52-week high of $175.51 achieved in 2025, Vail Resorts is actively promoting its Epic Pass product ahead of the busy summer travel season to boost sales, necessitating careful evaluation of its long-term rebound potential by investors.
See More
MSA Advisors Fully Liquidates Vail Resorts Stake
- Complete Liquidation: MSA Advisors fully liquidated its 60,600-share position in Vail Resorts during Q1 2026, with an estimated transaction value of approximately $8.27 million, indicating a total loss of confidence in the stock.
- Investment Loss: The liquidation resulted in a $8.05 million decrease in the quarter-end value of Vail Resorts' stake, reflecting a 19% decline in stock price over the past year and a staggering 60% drop over the last five years.
- Poor Financial Performance: Vail Resorts failed to deliver satisfactory results in its Q2 earnings report, with revenue and adjusted EBITDA declining by 5% and 8% respectively, and subsequently lowered its full-year guidance, highlighting the stagnation of its turnaround efforts.
- Dividend Sustainability Risk: Despite paying $321 million in dividends over the past year, Vail Resorts generated only $286 million in free cash flow and $251 million in net income, suggesting that its lofty 7.2% dividend yield may not be sustainable without a swift turnaround.
See More
Vail Resorts to Release Q3 Fiscal 2026 Financial Results
- Earnings Release Schedule: Vail Resorts will announce its financial results for the third quarter of fiscal 2026, ending April 30, 2026, after market close on June 8, 2026, providing investors with crucial financial data and operational insights.
- Conference Call Details: The company will host a conference call at 5:00 p.m. Eastern Time on the same day, during which executives will review the financial results, aiming to bolster investor confidence in the company's future prospects.
- Replay Service: A replay of the call will be available two hours after its conclusion until June 15, ensuring that investors who cannot participate live can access the information, thereby enhancing transparency.
- Company Overview: Vail Resorts operates a network of ski resorts and hotels, committed to delivering exceptional customer experiences and pledging to achieve a zero net operating footprint by 2030, reflecting its dedication to sustainability.
See More
Vail Resorts to Release Q3 2026 Financial Results on June 8
- Earnings Release Schedule: Vail Resorts will announce its financial results for the fiscal third quarter of 2026 after market close on June 8, 2026, demonstrating the company's commitment to financial transparency.
- Conference Call Details: The company will host a conference call at 5:00 PM Eastern Time on the same day, during which executives will review the financial results, likely attracting investor interest and boosting market confidence.
- Replay Availability: A replay of the call will be available two hours after its conclusion until June 15, ensuring that investors who cannot participate live can access key information, enhancing information accessibility.
- Company Background: Vail Resorts operates and manages multiple ski resorts and hotels, committed to providing exceptional customer experiences while pledging to achieve a zero net operating footprint by 2030, reflecting its focus on sustainability.
See More
Epic Pass Promotion Ending Soon: Key Benefits
- Lowest Price Promotion: The 2026/27 Epic Pass is currently available at the lowest price of the year, with a deadline of May 25, allowing consumers to lock in prices before the upcoming increase and ensuring access to top ski destinations across North America and internationally.
- Youth Discounts: New pricing for skiers aged 13 to 30 offers a 20% discount on the Epic Pass and Epic Local Pass, unlocking savings of up to $220, while those who skied with a lift ticket during the 2025/26 season can save an additional $175, effectively targeting the younger demographic.
- Epic Friend Tickets: Before May 25, eligible Epic Pass holders can obtain six Epic Friend Tickets, providing a 50% discount on lift tickets, which promotes social skiing activities and enhances customer loyalty.
- Summer Activities and Rewards: Epic Pass holders can enjoy a 20% discount on summer experiences, including bike rentals and dining, allowing them to experience mountain activities before the winter season, thereby enhancing overall customer experience and satisfaction.
See More
Oasis Management Increases Stake in Vail Resorts
- Stake Increase: Oasis Management increased its stake in Vail Resorts by 237,162 shares in Q1 2026, with an estimated transaction value of $32.35 million, indicating bullish sentiment despite recent stock declines.
- Ownership Proportion: Following this purchase, Oasis's stake in Vail Resorts rose to 15.61%, representing a significant portion of its $1.72 billion in reportable U.S. equity assets, reflecting long-term confidence in the company.
- Financial Performance: Vail Resorts reported trailing twelve months revenue of $2.92 billion and net income of $232.14 million, although unfavorable weather conditions led to a decline in skier visits and revenue.
- Market Opportunity: Despite a 13.8% drop in Vail Resorts' stock price over the past year, the company offers a 7.3% dividend yield and is promoting its Epic Pass product to boost sales, potentially providing a long-term rebound opportunity for investors.
See More
Oasis Management Increases Stake in Vail Resorts
- Stake Increase: Oasis Management added 237,162 shares of Vail Resorts in Q1, with an estimated trade value of $32.35 million, indicating bullish sentiment despite the stock recently hitting a 52-week low of $118.51.
- Holding Value: Post-trade, Oasis's total stake in Vail Resorts reached 2,088,396 shares valued at $267.98 million, representing 15.61% of its reportable AUM, making it the largest holding, reflecting significant confidence in the company.
- Declining Financial Performance: Vail Resorts reported a revenue drop from $1.14 billion to $1.08 billion for the fiscal second quarter ended January 31, primarily due to adverse weather affecting skier visits, leading to a downward revision of its fiscal 2026 guidance, which negatively impacted stock performance.
- Market Outlook: Although the current stock price is below the 52-week high of $175.51 achieved in 2025, Vail Resorts is actively promoting its Epic Pass product ahead of the busy summer travel season to boost sales, necessitating careful evaluation of its long-term rebound potential by investors.
See More
MSA Advisors Fully Liquidates Vail Resorts Stake
- Complete Liquidation: MSA Advisors fully liquidated its 60,600-share position in Vail Resorts during Q1 2026, with an estimated transaction value of approximately $8.27 million, indicating a total loss of confidence in the stock.
- Investment Loss: The liquidation resulted in a $8.05 million decrease in the quarter-end value of Vail Resorts' stake, reflecting a 19% decline in stock price over the past year and a staggering 60% drop over the last five years.
- Poor Financial Performance: Vail Resorts failed to deliver satisfactory results in its Q2 earnings report, with revenue and adjusted EBITDA declining by 5% and 8% respectively, and subsequently lowered its full-year guidance, highlighting the stagnation of its turnaround efforts.
- Dividend Sustainability Risk: Despite paying $321 million in dividends over the past year, Vail Resorts generated only $286 million in free cash flow and $251 million in net income, suggesting that its lofty 7.2% dividend yield may not be sustainable without a swift turnaround.
See More
Vail Resorts to Release Q3 Fiscal 2026 Financial Results
- Earnings Release Schedule: Vail Resorts will announce its financial results for the third quarter of fiscal 2026, ending April 30, 2026, after market close on June 8, 2026, providing investors with crucial financial data and operational insights.
- Conference Call Details: The company will host a conference call at 5:00 p.m. Eastern Time on the same day, during which executives will review the financial results, aiming to bolster investor confidence in the company's future prospects.
- Replay Service: A replay of the call will be available two hours after its conclusion until June 15, ensuring that investors who cannot participate live can access the information, thereby enhancing transparency.
- Company Overview: Vail Resorts operates a network of ski resorts and hotels, committed to delivering exceptional customer experiences and pledging to achieve a zero net operating footprint by 2030, reflecting its dedication to sustainability.
See More
Vail Resorts to Release Q3 2026 Financial Results on June 8
- Earnings Release Schedule: Vail Resorts will announce its financial results for the fiscal third quarter of 2026 after market close on June 8, 2026, demonstrating the company's commitment to financial transparency.
- Conference Call Details: The company will host a conference call at 5:00 PM Eastern Time on the same day, during which executives will review the financial results, likely attracting investor interest and boosting market confidence.
- Replay Availability: A replay of the call will be available two hours after its conclusion until June 15, ensuring that investors who cannot participate live can access key information, enhancing information accessibility.
- Company Background: Vail Resorts operates and manages multiple ski resorts and hotels, committed to providing exceptional customer experiences while pledging to achieve a zero net operating footprint by 2030, reflecting its focus on sustainability.
See More
Epic Pass Promotion Ending Soon: Key Benefits
- Lowest Price Promotion: The 2026/27 Epic Pass is currently available at the lowest price of the year, with a deadline of May 25, allowing consumers to lock in prices before the upcoming increase and ensuring access to top ski destinations across North America and internationally.
- Youth Discounts: New pricing for skiers aged 13 to 30 offers a 20% discount on the Epic Pass and Epic Local Pass, unlocking savings of up to $220, while those who skied with a lift ticket during the 2025/26 season can save an additional $175, effectively targeting the younger demographic.
- Epic Friend Tickets: Before May 25, eligible Epic Pass holders can obtain six Epic Friend Tickets, providing a 50% discount on lift tickets, which promotes social skiing activities and enhances customer loyalty.
- Summer Activities and Rewards: Epic Pass holders can enjoy a 20% discount on summer experiences, including bike rentals and dining, allowing them to experience mountain activities before the winter season, thereby enhancing overall customer experience and satisfaction.
See More
