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National CineMedia, Inc. Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 11 Mar 2025.
National CineMedia, Inc.: what insiders have been doing
Headquartered in Centennial, National CineMedia, Inc. belongs to the Media & Communication sector and traces its origins to 2002. Filings by its managers are published through SEC (Form 4). 13 insiders have disclosed 36 filings since 18 October 2025.
All open-market trades in the period are sales: 10 sales worth €764k, by 3 insiders, with no purchase on record. The amount is not disclosed for 1 filing. Lesinski Thomas F. filed the largest sale, €184k, on 4 August 2026, which represents 0.10% of the company's market value.
Compared with its exchange (5,458 companies, median 22 filings), a count of 36 filings is above the norm. Looking back to 2016, when coverage begins, insiders filed 1 purchase and 19 sales. The 10-K for the year ended 1 January 2026 shows 243.2 m USD of revenue and -10.6 m USD of net income and a dividend of 0.12 USD per share.
Filings reach the SEC (Form 4) feed a median of 2 days after the trade. US insiders must file a Form 4 within two business days of a trade. A sale on its own says little: insiders also sell to pay tax, fund a purchase or diversify.
Elsewhere in the same sector, our signals recently picked up insider purchases at Globalstar, Inc. and Liberty Latin America Ltd. These figures are compiled from regulatory filings published by SEC (Form 4). They describe what insiders did and are not a recommendation.
Insider Decl.
189
Thresholds
n/a
Buy Volume
€819,973
1 ops. · all time
Sell Volume
€5M
19 ops. · all time
Who traded when
BuySaleRonnie Y. Ng6 sales
Thomas F. Lesinski4 sales
Maria VG Woods3 sales
Sullivan Catherine2 sales
Blantyre Capital Ltd1 buy
Hill Juliana F1 sale
Since the insiders bought
- -39.2%Entry US$5.53 · Close at T+365 US$3.36
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.
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 14,372 of 24,148 companies
45.9
score / 100
Value47
Quality45
FCF yld1.4%
Earn yld-5.5%
EV/EBITDA7.7x
ROE-2.3%
Gross mgn46%
Net mgn-4.4%
Debt/EBITDA0.8x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$2.06
Analyst consensus
4 analysts1.75/5
US$3.75Target US$4.75(+131%)US$6.00
Income statement
RevenueUS$243.2M
Gross profitUS$111.7M46% margin
EBITDAUS$27.9M11% margin
Net income-US$10.6M-3.1% margin
Valuation
PER (forward)17.2x
P/Book0.6x
Beta1.63
Balance sheet & cash
Market capUS$193.8M
Total debtUS$21.3M
Free Cash FlowUS$2.8M
Debt / Equity7%
Profitability & ownership
ROE-2.3%
ROA-1.9%
% insiders1.4%
% institutions95.3%
Last declaration on 2 October 2026
Declarations189 total
25,833 shares0Common StockSEC:0001193125-26-412246:0
51,666 shares0Common StockSEC:0001193125-26-412227:0
103,333 shares0Common StockSEC:0001193125-26-412217:0
35,467 shares@ US$2.0940.034% mcap20.3% of flowCommon StockSEC:0001193125-26-412227:1
12,189 shares@ US$2.0940.012% mcap34.6% of flowCommon StockSEC:0001193125-26-412246:1
70,933 shares@ US$2.0940.068% mcap20.2% of flowCommon StockSEC:0001193125-26-412217:1
71,500 shares@ US$2.200.074% mcap25.1% of flowCommon StockSEC144:0001193125-26-405362
34,000 shares@ US$2.200.035% mcap36.7% of flowCommon StockSEC144:0001193125-26-405368
13,500 shares@ US$2.200.014% mcap36.7% of flowCommon StockSEC144:0001193125-26-405381
50,000 shares@ US$2.78660.066% mcap46.9% of flowCommon StockSEC:0001193125-26-355436:0
74,560 shares0Common StockSEC:0001193125-26-332783:0
50,623 shares@ US$4.18320.10% mcap35.5% of flowCommon StockSEC:0001193125-26-332783:1
1,000 shares@ US$4.050.0019% mcap1.4% of flowCommon StockSEC:0001193125-26-332797:0
52,000 shares@ US$3.86120.096% mcap42.4% of flowCommon StockSEC144:0001193125-26-323655
34,000 shares@ US$3.8050.062% mcap100.0% of flowCommon StockSEC144:0001193125-26-288570
71,500 shares@ US$3.8050.13% mcap57.6% of flowCommon StockSEC144:0001193125-26-288560
13,500 shares@ US$3.8050.025% mcap100.0% of flowCommon StockSEC144:0001193125-26-288576
19,000 sharesCommon StockSEC:0001193125-26-284238:0
150,000 shares@ US$3.5508100.0% of flowCommonSEC144:0001968582-26-000656
103,333 shares0Common StockSEC:0001193125-26-140324:0
51,666 shares0Common StockSEC:0001193125-26-140374:0
25,833 shares0Common StockSEC:0001193125-26-140400:0
32,350 shares@ US$3.0433.0% of flowCommon StockSEC:0001193125-26-140374:1
12,066 shares@ US$3.0474.3% of flowCommon StockSEC:0001193125-26-140400:1
25 of 189 declarations
About National CineMedia, Inc.
National CineMedia, Inc. (NASDAQ: NCMI) is a U.S.-listed company on the NASDAQ market in the United States and the largest cinema advertising platform in the country. The company is incorporated in Delaware and operates through National CineMedia, LLC, of which it is the sole managing member. Its headquarters are in Centennial, Colorado, with additional offices in New York, Los Angeles, and Chicago. For investors, NCMI represents a specialized media and communication business with direct exposure to out-of-home video advertising, theatrical attendance trends, and the monetization of premium, attention-rich audiences in the United States.
The company’s origins are closely tied to the development of cinema advertising in the U.S. NCM completed its IPO in February 2007 and built its business around long-standing relationships with major theater operators. Today, it maintains exclusive or near-exclusive access to leading national theater circuits, including AMC, Cinemark, and Regal, giving it a distribution footprint that is unusual within the media sector. As of the latest SEC filing, NCM’s cinema advertising platform covered more than 18,000 screens across more than 1,400 theaters in 196 Designated Market Areas, including all of the top 50 U.S. DMAs.
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The core monetization engine is The Noovie Show, the pre-show entertainment and advertising program that runs before films and combines branded content, editorial segments, and advertising sold to national, regional, and local clients. NCM also monetizes lobby inventory through the Lobby Entertainment Network (LEN), along with other promotional opportunities in theater lobbies. In addition, the company has expanded into digital offerings such as NCMx and NCM Boost, which are designed to extend advertiser reach across screens and support more targeted, measurable campaigns. This positions NCM as a premium full-funnel video solution rather than a pure legacy cinema ad seller.
From a competitive standpoint, NCM’s main advantages are scale, exclusivity, and audience quality. Cinema advertising competes with television, digital video, mobile, and broader out-of-home formats, but NCM argues that moviegoing delivers highly engaged viewers and a differentiated environment for brand-building. The key sensitivity remains theater attendance: if admissions weaken, advertising demand and delivery metrics can be affected, potentially requiring makegoods to national clients.
Recent developments have been constructive. In February 2026, NCM reported fourth-quarter 2025 revenue growth of 8% year over year and improved operating income, while full-year revenue rose modestly. In May 2026, the company reported first-quarter 2026 revenue of $34.0 million and said it had implemented an operational transformation expected to generate $11.0 million in annualized cost savings, supported by AI-driven efficiencies. Management also reiterated confidence in the 2026 film slate and declared a quarterly cash dividend of $0.03 per share, which may matter to income-oriented investors.
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