Insiders Trades
Cogent Communications Holdings, Inc. Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 11 Jun 2024.
Cogent Communications Holdings, Inc.: what insiders have been doing
Every trade that managers of Cogent Communications Holdings, Inc. disclose to SEC (Form 4) is tracked on this page. The company sits in the Technology sector and is based in Washington, D.C. It was founded in 1999. From 18 October 2025 to 18 October 2026, the disclosure feed for Cogent Communications Holdings, Inc. logged 54 filings by 14 insiders.
No insider bought on the market over the period, while 4 insiders filed 14 sales totalling €705k. The amount is not disclosed for 3 filings. The largest single trade was a sale of €150k by Weed Thaddeus Gerard, published on 12 December 2025.
Between a trade and the moment it shows up on SEC (Form 4), the median delay is 2 days. Section 16 rules allow two business days to file each Form 4. Keep in mind that insiders sell for many reasons unrelated to the outlook, from tax bills to estate planning.
For context, the typical company on the same exchange (median of 5,812 companies) published 19 filings over the same period, against 54 filings here. The full history, which starts in 2016, counts 2 purchases against 193 sales. On the fundamentals side, the SEC filing (10-K) for the period ending 31 December 2025 lists revenue at 975.8 m USD and net income at -182.2 m USD; the dividend was 3.05 USD per share.
In the same sector, recent insider purchases at Core Scientific, Inc./tx and Gitlab Inc. also feature in our signals. These figures are compiled from regulatory filings published by SEC (Form 4). They describe what insiders did and are not a recommendation.
Insider Decl.
435
Thresholds
n/a
Buy Volume
€761,914
2 ops. · all time
Sell Volume
€167M
193 ops. · all time
Who traded when
BuySaleDave Schaeffer27 sales
Henry W. Kilmer10 sales
Thaddeus Gerard Weed10 sales
Lewis H. FERGUSON6 sales
Sheryl Lynn Kennedy6 sales
Bubeck James3 sales
+3 other insiders
Since the insiders bought
- -11.8%Entry US$54.44 · Close at T+365 US$48.00
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate Cogent Communications Holdings, Inc. Buy (bullish), based on 11 analysts. Average price target: US$15.27.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 22,270 of 24,148 companies
19.6
score / 100
Value13
Quality26
FCF yld-46%
Earn yld-43%
EV/EBITDA16.6x
ROE·
Gross mgn45%
Net mgn-19%
Debt/EBITDA14.3x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$8.57
Analyst consensus
11 analystsBuy
US$9.00Target US$15.27(+78%)US$30.00
Income statement
RevenueUS$975.8M
Gross profitUS$440.8M45% margin
EBITDAUS$186.6M19% margin
Net income-US$182.2M-5.1% margin
Valuation
PER (forward)-3.3x
Beta0.79
Balance sheet & cash
Market capUS$438.9M
Total debtUS$2.7B
Free Cash Flow-US$198.1M
Profitability & ownership
ROE-721.5%
ROA-1.2%
% insiders4.1%
% institutions95.5%
Last declaration on 30 September 2026
Declarations435 total
3,445 shares0common stockSEC:0001933694-26-000009:0
3,445 shares0common stockSEC:0001395643-26-000018:0
3,445 shares0common stockSEC:0001901420-26-000008:0
3,445 shares0common stockSEC:0001227882-26-000008:0
3,445 shares0common stockSEC:0001456823-26-000010:0
3,445 shares0common stockSEC:0001790695-26-000016:0
3,445 shares0common stockSEC:0001923830-26-000008:0
2,400 shares@ US$9.210.0055% mcap0.6% of flowcommon stockSEC:0001599812-26-000008:0
4,850 shares@ US$9.37010.011% mcap0.9% of flowcommon stockSEC:0001166978-26-000009:0
3,445 sharescommon stockSEC:0001227882-26-000006:0
3,445 sharescommon stockSEC:0001901420-26-000006:0
3,445 sharescommon stockSEC:0001923830-26-000006:0
3,445 sharescommon stockSEC:0001933694-26-000007:0
3,445 sharescommon stockSEC:0001395643-26-000016:0
3,445 sharescommon stockSEC:0001456823-26-000008:0
3,445 sharescommon stockSEC:0001790695-26-000014:0
4,850 shares@ US$16.79070.013% mcap100.0% of flowCommonSEC144:0001950047-26-006169
4,850 sharescommon stockSEC:0001166978-26-000007:0
2,400 sharescommon stockSEC:0001599812-26-000006:0
2,400 shares@ US$17.55210.0066% mcap1.1% of flowCommonSEC144:0001949846-26-000363
2,800 shares@ US$20.360.010% mcap4.5% of flowcommon stockSEC:0001395643-26-000014:0
58,667 shares0common stockSEC:0001166976-26-000009:0
29,333 shares0common stockSEC:0001166976-26-000009:1
29,333 shares0common stockSEC:0001166976-26-000009:2
3,445 shares0common stockSEC:0001395643-26-000009:0
25 of 435 declarations
About Cogent Communications Holdings, Inc.
Cogent Communications Holdings, Inc. (ticker: CCOI) is a United States-based company listed on the NASDAQ, and it should be viewed by international equity investors as a digital infrastructure and network-services business rather than a traditional telecom incumbent. Cogent’s core model is built around a facilities-based, all-optical IP network that delivers high-speed Internet access, private network connectivity, colocation, and, more recently, wavelength and optical transport services. The company was founded in August 1999 by Dave Schaeffer, and its headquarters are in Washington, DC, United States.([cogentco.com](https://www.cogentco.com/en/about-cogent/173-about-header?utm_source=openai))
From a business-model perspective, Cogent has long emphasized bandwidth as a commodity-like service: produce capacity at scale, then sell it on the basis of price, performance, and network reach. Its customer base is split into two broad groups. The corporate segment serves small businesses through Fortune 100 enterprises, while the netcentric segment serves carriers, service providers, and content/application companies whose operations depend heavily on Internet connectivity. This mix gives Cogent a distinct competitive profile: it is not a consumer broadband champion, but a specialized backbone and enterprise connectivity provider that monetizes network density, interconnection, and operating leverage.([cogentco.com](https://www.cogentco.com/en/about-cogent/173-about-header?utm_source=openai))
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Geographically, Cogent has a broad international footprint. The company describes itself as one of the world’s largest Internet Service Providers, with services across hundreds of markets and dozens of countries, spanning North America, South America, Europe, Asia, Australia, and Africa. It also highlights a large installed base of data centers and extensive fiber mileage, which supports its ability to provision services rapidly and compete on reach as well as price. That scale is one of Cogent’s main competitive advantages versus smaller regional providers and many niche enterprise carriers.([cogentco.com](https://www.cogentco.com/en/about-cogent/173-about-header?utm_source=openai))
Recent developments are important for the investment case. In 2025, Cogent increased and then later resumed its stock repurchase program, while also adjusting its regular dividend policy. Its full-year 2025 earnings release, published in February 2026, showed strong growth in wavelength revenue and wavelength customer connections, indicating progress in expanding the product set beyond legacy Internet access. The same period also reflected continued integration of the acquired fiber business associated with Sprint, alongside attention to leverage, cash generation, and capital-return policy. For investors, Cogent remains a play on network infrastructure, service expansion, and execution discipline within the U.S. listed NASDAQ market in the United States.([cogentco.com](https://www.cogentco.com/about-cogent/press-releases/4936-cogent-communications-reports-second-quarter-results-increases-its-regular-quarterly-dividend-on-its-common-stock-and-increases-its-stock-buyback-program-by-100-0-million?utm_source=openai))
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