InsidersTradesSigma
Track the Madison Square Garden Sports Corp. stock price and the full management transaction log of the company, a publicly traded company based in United States. Shares are quoted on the US market, under the oversight of SEC (Form 4). Operating in the Media sector, Madison Square Garden Sports Corp. has logged 52 public disclosures. Market capitalisation: €9.5bn. The latest transaction was reported on 16 July 2026 (Notice of proposed sale (Form 144)). Among the most active insiders: DOLAN JAMES LAWRENCE. The full history is free.
52
Insider Decl.
n/a
Thresholds
€915,819
2 ops.
Buy Volume
€7m
12 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Madison Square Garden Sports Corp. Buy (bullish), based on 6 analysts. Average price target: US$441.17.
40Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 22,147 of 29,064 companies
33.6
score / 100
Value38
Quality30
FCF yld0.9%
Earn yld-0.2%
EV/EBITDA·
ROE·
Gross mgn27%
Net mgn-2.2%
Debt/EBITDA·
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 16 July 2026
Declarations52 total
3,834 shares@ US$387.19780.016% mcap100.0% of flowClass ASEC144:0001959173-26-005249
4,057 shares@ US$324.98100.0% of flowClass A Common StockSEC:0001496956-26-000003:0
6,375 shares0Class A Common StockSEC:0001193125-25-206202:0
291 sharesClass A Common StockSEC:0001193125-25-206201:0
1,244 shares0Class A Common StockSEC:0001193125-25-206205:0
830 shares0Class A Common StockSEC:0001193125-25-206198:0
6,503 shares0Class A Common StockSEC:0001193125-25-206197:0
343 shares0Class A Common StockSEC:0001193125-25-206196:0
27 shares0Class A Common StockSEC:0001193125-25-206194:0
309 shares@ US$193.071.1% of flowClass A Common StockSEC:0001415889-25-008866:0
5,646 shares@ US$188.33100.0% of flowClass A Common StockSEC:0001415889-25-007875:0
11,296 shares0Class A Common StockSEC:0000950170-24-132228:0
6,502 shares0Class A Common StockSEC:0000950170-24-107365:0
345 shares0Class A Common StockSEC:0000950170-24-107363:0
27 shares0Class A Common StockSEC:0000950170-24-107366:0
345 shares0Class A Common StockSEC:0000950170-24-107364:0
1,149 shares0Class A Common StockSEC:0000950170-24-107361:0
3,758 shares0Class A Common StockSEC:0000950170-24-107448:0
720 shares@ US$210.00100.0% of flowClass A Common StockSEC:0000950170-24-102820:0
629 shares@ US$209.302.4% of flowClass A Common StockSEC:0001415889-24-022375:0
3,350 shares@ US$182.37100.0% of flowClass A Common StockSEC:0001209191-24-004930:0
16,149 shares@ US$185.791356.4% of flowClass A Common StockSEC:0001209191-24-004725:0
4,748 shares@ US$186.909916.7% of flowClass A Common StockSEC:0001209191-24-004198:0
6,508 shares@ US$190.070423.3% of flowClass A Common StockSEC:0001209191-24-004086:0
0.817 shares@ US$191.980.2% of flowClass A Common StockSEC:0000950170-24-013841:0
25 of 52 declarations
关于 Madison Square Garden Sports Corp.
Madison Square Garden Sports Corp. (NYSE: MSGS) 是一家在美国上市的公司，总部位于纽约市 Two Penn Plaza。对于国际投资者而言，MSGS 最好被理解为一家优质体育资产所有者和运营商，而非一家综合性媒体集团。其经济引擎集中在少数标志性的高价值特许经营权以及围绕其的现场活动变现生态系统。 公司的核心资产是 NBA 的纽约尼克斯队和 NHL 的纽约游骑兵队，这是美国最知名的两支职业体育队。MSGS 还受益于与麦迪逊广场花园体育馆相关的商业生态系统，该体育馆是全球体育和娱乐领域最著名的场馆之一。公司的历史植根于纽约麦迪逊广场花园的悠久传统，并通过前 Madison Square Garden Company 的重组而成立。这一传统具有战略意义：该品牌在纽约市场拥有卓越的知名度、根深蒂固的粉丝群和强大的文化相关性。 MSGS 的收入模式相对简单但变现能力强。主要收入来源包括票务、季票续订、高级座位和包厢、赞助和营销合作、场内广告牌和活动、商品以及其他比赛日相关收入。该业务与现场体育内容的吸引力、高级座位库存的稀缺性以及纽约都会区企业客户的消费能力密切相关。在最近的公司沟通中，MSGS 强调了尼克斯队和游骑兵队强劲的季票续订率，以及包厢和企业需求的持续强劲，这表明潜在参与度具有韧性。 从竞争角度来看，MSGS 占据着独特的利基市场。它不仅与其他的 NBA 和 NHL 特许经营权竞争，还与纽约乃至更广泛的美国体育领域提供的所有娱乐选择竞争。其竞争优势难以复制：一流的特许经营权、全球知名的场馆以及富裕、人口密集的市场，具有重要的企业赞助需求。与此同时，公司仍然面临体育表现、劳资和联盟经济、场馆利用率以及更广泛的消费者支出趋势的影响。 近期一项重要的战略发展是 2026 年 2 月宣布，董事会一致批准了一项探索可能分拆的计划，将尼克斯队业务与游骑兵队业务分离成两家上市公司。如果该流程得以实施，可能会通过实现更透明的各部分总和估值，从而实质性地重塑投资案例。实际上，纽交所的 MSGS 仍然是一家以纽约为中心、在美国上市的体育特许经营权所有者，拥有优质资产基础，其估值特征受品牌实力、稀缺性和长期球迷忠诚度驱动。
