PAC stock sentiment todayGrupo Aeroportuario del Pacifico SAB de CV
Sentiment verdict
Gossip first, financials second — NEUTRAL at 72% confidence.
Last updated · cached analysis, refreshes periodically
PAC
Grupo Aeroportuario del Pacifico SAB de CVA high-margin infrastructure play caught between strong tourism demand and evolving Mexican regulatory headwinds.
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See exactly how analyst targets, gossip sentiment and momentum are weighted into this 6-month forecast.
Sign in to go Pro →Full model breakdown (analyst / gossip / momentum weights) is a Pro feature. Modelled for PAC. Not financial advice.
Price · last 12 months
Gossip
Market chatter is dominated by the aftermath of the Mexican government's 2023 unilateral changes to tariff regulations and contribution fees. While travel volume to Guadalajara and Los Cabos remains robust, investors are wary of the 'regulatory overhang' and potential political volatility following the recent Mexican elections.
- ·Nearshoring trends driving business travel to Guadalajara
- ·Post-election policy uncertainty in Mexico
- ·Recovery of international tourism post-pandemic highs
Financial
PAC maintains industry-leading EBITDA margins (often exceeding 65%) and a robust balance sheet. However, the new Master Development Plan (MDP) requires significant CAPEX, and recent tariff adjustments have pressured top-line growth projections compared to historical averages.
- ·Double-digit ROE (Return on Equity)
- ·Strong dividend yield relative to US transport sectors
- ·High net debt/EBITDA compared to US peers but manageable for concessions
Conviction
Whose money is actually in the stock — insider open-market trades and the patience of the institutional holder base.
Mixed conviction — no decisive signal from insiders or the holder base.
- ·No open-market insider trades in the last 120 days.
Pro shows every named insider trade in the window (buyer, title, size, price, and whether it was a pre-scheduled 10b5-1 sale) plus the full holder register split into patient capital and fast money.
Unlock with Pro →Source: SEC EDGAR Form 4 + 13F holder register. Option exercises, grants, gifts and tax withholding are excluded — only open-market purchases and sales count. Not financial advice.
Risks
- ·Regulatory risk regarding the Maximum Tariff per Workload Unit
- ·FX volatility of the Mexican Peso against the USD
- ·Concentration risk in the Tijuana and Guadalajara hubs
Peer temperature
How direct competitors stack up against PAC right now.
- HOTASRGrupo Aeroportuario del Sureste
HOTTER — offers lower regulatory risk exposure due to its diversified international assets in Puerto Rico and Colombia.
See full analysis → - NEUTRALOMABGrupo Aeroportuario del Centro Norte
COLDER — higher exposure to industrial cyclicality and lower tourism-driven retail revenue than PAC.
See full analysis → - HOTAENAAena SME S.A.
HOTTER — trading at a similar premium but operates in a more stable European regulatory environment with higher passenger volume.
See full analysis →
- PAC+12.3%
- ASR+6.7%
- OMAB+6.5%
- AENA—
Analyst price target
Consensus average of 4 analysts · median 280.00
Source: StockAnalysis.com · updated 2026-10-05
AI-generated analysis for informational purposes only. Not financial advice.