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Seaport Entertainment Group Inc. (SEG)
NYSE:SEG
US Market
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Seaport Entertainment Group Inc. (SEG) Price & Analysis

39 Followers

SEG Stock Chart & Stats

$21.18
-$0.33(-1.22%)
At close: 4:00 PM EST
$21.18
-$0.33(-1.22%)

Bulls Say, Bears Say

Bulls Say
Strengthened Liquidity / Net CashThe >$75M asset sale materially boosted cash to $144.7M and left net cash of $105.6M with only $39M debt. This durable liquidity cushion reduces near-term refinancing risk, funds remaining stabilization capex, and gives operational flexibility to execute repositioning and tenant build-outs.
Improved Balance-sheet / Lower LeverageDeleveraging is a structural improvement: reduced absolute debt and lower leverage restore financial flexibility and improve solvency buffers. Over the medium term this supports investment in experience assets, lowers interest and covenant stress, and increases capacity for opportunistic capital allocation.
Experience-driven Pipeline & PartnershipsA multi-site, curator-led pipeline (Public Records partnership, Pier 17 programming, Meow Wolf tenant build-out) leverages structural demand for experiential destinations. Durable, diversified foot-traffic drivers can raise premium pricing, cross-sell events, and produce higher-margin, recurring event and rental revenue over time.
Bears Say
Negative Operating And Free Cash FlowPersistent negative operating and free cash flow are structural weaknesses: continued cash burn forces reliance on asset sales, financing, or dilutive actions to fund operations and capex. Even with improved liquidity, sustained negative cash generation limits ability to self-fund growth and increases vulnerability to execution delays.
Material Vacancies And Remaining Capex NeedsSubstantial vacancies and $70M–$90M of remaining capex create multi-year execution and funding risk. Filling space and completing build-outs are required to realize revenue and EBITDA benefits; delays or weak leasing extend losses and strain liquidity, making recovery contingent on successful execution and demand sustainability.
Large GAAP Losses And Write-offsSizeable GAAP losses and recent write-offs reflect restructuring and repositioning costs that erode equity and returns. These non-recurring and recurring charges signal execution risk and reduce headroom for investment; until operations sustainably generate positive EBITDA, capital allocation and shareholder value remain impaired.

Seaport Entertainment Group Inc. News

SEG FAQ

What was Seaport Entertainment Group Inc.’s price range in the past 12 months?
Seaport Entertainment Group Inc. lowest stock price was $17.74 and its highest was $28.34 in the past 12 months.
    What is Seaport Entertainment Group Inc.’s market cap?
    Seaport Entertainment Group Inc.’s market cap is $330.42M.
      When is Seaport Entertainment Group Inc.’s upcoming earnings report date?
      Seaport Entertainment Group Inc.’s upcoming earnings report date is Aug 17, 2026 which is in 36 days.
        How were Seaport Entertainment Group Inc.’s earnings last quarter?
        Seaport Entertainment Group Inc. released its earnings results on May 06, 2026. The company reported -$1.41 earnings per share for the quarter, missing the consensus estimate of -$1.24 by -$0.17.
          Is Seaport Entertainment Group Inc. overvalued?
          According to Wall Street analysts Seaport Entertainment Group Inc.’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Seaport Entertainment Group Inc. pay dividends?
            Seaport Entertainment Group Inc. does not currently pay dividends.
            What is Seaport Entertainment Group Inc.’s EPS estimate?
            Seaport Entertainment Group Inc.’s EPS estimate is -0.25.
              How many shares outstanding does Seaport Entertainment Group Inc. have?
              Seaport Entertainment Group Inc. has 12,801,910 shares outstanding.
                What happened to Seaport Entertainment Group Inc.’s price movement after its last earnings report?
                Seaport Entertainment Group Inc. reported an EPS of -$1.41 in its last earnings report, missing expectations of -$1.24. Following the earnings report the stock price went down -2.882%.
                  Which hedge fund is a major shareholder of Seaport Entertainment Group Inc.?
                  Currently, no hedge funds are holding shares in SEG
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Seaport Entertainment Group Inc. Stock Smart Score

                    Company Description

                    Seaport Entertainment Group Inc.

                    Seaport Entertainment Group Inc. owns, develops, and operates a portfolio of entertainment and real estate assets primarily in New York City and Las Vegas. The company operates through three segments: Hospitality; Entertainment; and Landlord Operations. The Hospitality segment operates fine dining and casual dining restaurants, cocktail bars, and nightlife and entertainment venues under The Fulton, Mister Dips, Carne Mare, Malibu Farm, Gitano, and The Lawn Club brands. The Entertainment segment includes the Las Vegas Aviators Triple-A Minor League Baseball team, the Las Vegas Ballpark, the Fashion Show Mall Air Rights, events, and concerts, as well as various sponsorship agreements across the Seaport and the Las Vegas Ballpark. The Landlord Operations segment engages in the holding of ownership interests in and operation of physical real estate assets, such as restaurant, retail, office, and entertainment properties, as well as residential units. Seaport Entertainment Group Inc. was incorporated in 2024 and is headquartered in New York, New York.

                    Seaport Entertainment Group Inc. (SEG) Earnings & Revenues

                    SEG Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Neutral
                    The call highlighted meaningful operational progress: a material asset sale that materially strengthened liquidity, portfolio repositioning actions (Tin Building, tenant deals), strong early demand for new and existing experience-driven offerings (Sadie’s, Pier 17 concerts, Balloon Museum, Meow Wolf pipeline), and improvements in key operating metrics (operating EBITDA and non-GAAP adjusted results, G&A reductions). However, these positives are balanced by sizable near-term headwinds: a 21% revenue decline, a large GAAP net loss and EPS deterioration driven by repositioning write-offs and restructuring, weather-related revenue drag, elevated short-term expenses and remaining vacancies and capex needs. Given the number and magnitude of both positive developments and near-term challenges, the overall tone is cautious and balanced.View all SEG earnings summaries
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                    Ownership Overview

                    3.88%6.92%0.12%79.29%
                    0.12% Other Institutional Investors
                    79.29% Public Companies and
                    Individual Investors
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