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 CVRobust infrastructure fundamentals and high margins are currently offset by Mexican regulatory uncertainty and a cooling tourism cycle.
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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
The narrative is dominated by the aftermath of the Mexican government's unexpected unilateral change to airport tariff structures (AFAC), which has introduced a 'regulatory risk premium.' While passenger traffic remains resilient, the chatter focuses on the potential for further populist policy shifts and the impact of the 'Super Peso' on tourism affordability.
- ·Tariff regulation changes
- ·Nearshoring trends in Guadalajara/Tijuana
- ·Mexican political transition
- ·Post-pandemic travel normalization
Financial
PAC maintains world-class EBITDA margins (approx. 65-70%) and a dominant competitive position in key high-growth hubs like Tijuana and Los Cabos. While debt has increased to fund mandatory capital expenditures, the balance sheet remains investment grade with strong cash flow conversion.
- ·P/E Ratio: ~15.5x
- ·Dividend Yield: ~4-5%
- ·EBITDA Margin: >65%
- ·ROE: >35%
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
- ·Unpredictable changes to the Master Development Plan (MDP) by the Mexican government
- ·Slowdown in US-Mexico cross-border travel due to economic cooling
- ·Impact of Pratt & Whitney engine inspections leading to airline fleet groundings (Volaris/VivaAerobus)
Peer temperature
How direct competitors stack up against PAC right now.
- HOTASRGrupo Aeroportuario del Sureste
HOTTER — More diversified international exposure (Puerto Rico/Colombia) and higher exposure to the high-end Cancun tourism rebound.
See full analysis → - NEUTRALOMABGrupo Aeroportuario del Centro Norte
SIMILAR — While it benefits more directly from 'nearshoring' in Monterrey, it faces similar domestic regulatory headwinds as PAC.
See full analysis → - COLDAENAAena SME S.A.
COLDER — Lower growth profile and tighter European environmental regulations compared to the high-margin Mexican concessions.
See full analysis →
- PAC-4.3%
- ASR-5.3%
- OMAB-5.4%
- AENA—
Analyst price target
Consensus average of 5 analysts · median 275.00
Source: StockAnalysis.com · updated 2026-08-05
AI-generated analysis for informational purposes only. Not financial advice.