CABO

Cable One, Inc.

NYSE · Cable & Other Pay Television Services · Inc. DE · CIK 0001632127
$43.82 -5.78% $263.8M
4 New Institutional Positions
Vol
Market Cap$263.8M
Cap SizeMicro Cap
Analyst ConsensusSell (8%)
Inst. Holders9 funds
Inst. Value$90.7M
Inst. Activity4 buys / 1 sells
Insider Activity1B / 0S
Insider Net $$100.0K
SEC Reports1
Exchange NYSE·Sector Cable & Other Pay Television Services·Inc. DE·CIK 0001632127·Prev Close $46.51

Recent Activity

Jun 4, 2026 other
Sparklight Invests Nearly $1 Billion to Enhance Connectivity Across Its Footprint
Sparklight invested nearly $1 billion over three years to expand its fiber-rich network and enhance
May 14, 2026 Insider
Smith Sherrese M sold 4,791 shares
Director @ $51.13 ($245.0K)
May 14, 2026 Insider
Brian Brad D. sold 3,911 shares
Director @ $51.13 ($200.0K)
May 14, 2026 Insider
Meduski Mary E sold 5,035 shares
Director @ $51.13 ($257.4K)
Apr 30, 2026 SEC
Cable One reported Q1 2026 revenue of $352.96M, down 7.3% YoY, and GAAP diluted EPS of $6.12, a sharp improvement from $
8-K — Impact 6/10
Inst.
MORGAN STANLEY — TRIM
102,872 shares ($11.6M)
Inst.
NORGES BANK — NEW
29,204 shares ($3.3M)

Price Targets

$82.75 +88.8% upside Strong Buy
Current $43.82 Low $60.00 Median $80.00 High $111.00 4 analysts
$60.00 $111.00

Analyst Ratings

Strong Sell8% buy · 12 analysts
0Strong Buy
1Buy
6Hold
3Sell
2Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 1, 2026 TD Cowen MAINTAIN Hold → Hold
May 1, 2026 Wells Fargo MAINTAIN Underweight → Underweight
Feb 27, 2026 TD Cowen MAINTAIN Hold → Hold
Feb 27, 2026 Wells Fargo MAINTAIN Underweight → Underweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $6.08 ▼ -14.5% $5.31 — $6.84 108% YoY 2
Next Q $5.99 ▼ -13.6% $4.48 — $7.49 -59% YoY 2
Current FY $23.59 ▼ -8.9% $19.55 — $31.14 137% YoY 3
Next FY $21.90 ▼ -40.8% $21.90 — $21.90 1

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$48.5M
CHARLES SCHWAB INVESTMENT MANAGEMENT$16.6MNEW
MORGAN STANLEY$11.6MTRIM
RENAISSANCE TECHNOLOGIES LLC$5.1MTRIM
NORGES BANK$3.3MNEW

Recent Insider Trades

DateInsiderTypeValue
May 14, 2026Smith SherreseA$245.0K
May 14, 2026Brian BradA$200.0K
May 14, 2026Meduski MaryA$257.4K
May 14, 2026Bartolo PA$155.0K
May 14, 2026Kissire DeborahA$155.0K
9 institutional holders with $90.7M total value (804,117 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, MORGAN. Net buying activity: 4 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC429,841$48.5M53.5%
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC147,470$16.6M18.3%NEW
3MORGAN STANLEY102,872$11.6M12.8%TRIM -57.7%
4RENAISSANCE TECHNOLOGIES LLC45,500$5.1M5.7%TRIM -42.9%
5NORGES BANK29,204$3.3M3.6%NEW
6FMR LLC21,691$2.4M2.7%DOUBLED +148.7%
7BANK OF AMERICA CORP /DE/18,049$2.0M2.2%DOUBLED +160.0%
8WELLS FARGO & COMPANY/MN5,793$653.8K0.7%ADD +42.5%
9TWO SIGMA INVESTMENTS, LP3,697$417.2K0.5%NEW

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYTRIM243,066102,872-57.7%$11.6M2025-Q4
NORGES BANKNEW29,204$3.3M2025-Q4
BANK OF AMERICA CORP /DE/DOUBLED6,94218,049+160.0%$2.0M2025-Q4
WELLS FARGO & COMPANY/MNADD4,0645,793+42.5%$653.8K2025-Q4
TWO SIGMA INVESTMENTS, LPNEW3,697$417.2K2025-Q4
MORGAN STANLEYDOUBLED120,737243,066+101.3%$43.0M2025-Q3
RENAISSANCE TECHNOLOGIES LLCTRIM96,00054,800-42.9%$9.7M2025-Q3
FMR LLCDOUBLED7,43718,494+148.7%$3.3M2025-Q3
NORGES BANKEXIT61,3780-100.0%$0.002025-Q3
MORGAN STANLEYADD63,852120,737+89.1%$16.4M2025-Q2
RENAISSANCE TECHNOLOGIES LLCDOUBLED38,10096,000+152.0%$13.0M2025-Q2
NORGES BANKNEW61,378$8.3M2025-Q2
FMR LLCDOUBLED6467,437+1051.2%$1.0M2025-Q2
BANK OF AMERICA CORP /DE/TRIM17,2457,253-57.9%$985.0K2025-Q2
WELLS FARGO & COMPANY/MNTRIM8,6544,042-53.3%$549.0K2025-Q2
CITADEL ADVISORS LLCTRIM86,21057,506-33.3%$15.3M2025-Q1
NORGES BANKEXIT33,1200-100.0%$0.002025-Q1
CITADEL ADVISORS LLCDOUBLED26,38086,210+226.8%$31.2M2024-Q4
UBS Group AGDOUBLED3,40952,086+1427.9%$18.9M2024-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM55,00037,800-31.3%$13.7M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW79,721$27.9M2024-Q3
11 unique insiders with 1 transactions. Net insider value: $100.0K ($100.0K bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 14, 2026Smith Sherrese MDirectorA4,791$51.13$245.0K
May 14, 2026Brian Brad D.DirectorA3,911$51.13$200.0K
May 14, 2026Meduski Mary EDirectorA5,035$51.13$257.4K
May 14, 2026Bartolo P RobertDirectorA3,031$51.13$155.0K
May 14, 2026Kissire Deborah J.DirectorA3,031$51.13$155.0K
May 14, 2026WEITZ WALLACE RDirectorA4,986$51.13$254.9K
May 14, 2026Weymouth KatharineDirectorA3,031$51.13$155.0K
Mar 3, 2026Koetje Todd MChief Financial OfficerBUY998$100.16$100.0K
Feb 26, 2026Holanda James AChief Executive OfficerA44,004$0.00$0.00
Feb 2, 2026Koetje Todd MSee Remarks.A2,198$87.70$192.8K
Feb 2, 2026Koetje Todd MSee Remarks.F156$87.70$13.7K
Feb 2, 2026JOHNSON KENNETH EChief Operating OfficerA1,357$87.70$119.0K
Feb 2, 2026JOHNSON KENNETH EChief Operating OfficerF70$87.70$6.1K
Feb 2, 2026Detz Margaret MasonerChief People OfficerA1,422$87.70$124.7K
1 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 0 neutral. Avg impact: 6.0/10.

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Sell (8% buy). Based on 12 analysts: 0 strong buy, 1 buy, 6 hold, 3 sell, 2 strong sell.

Analyst Price Targets

$82.75 mean target +88.8% upside Strong Buy (3.50)
$60.00 Low $111.00 High
MetricValue
Current Price$43.82
Target Low$60.00
Target Mean$82.75
Target Median$80.00
Target High$111.00
# Analysts4
RecommendationStrong Buy (3.50)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$6.08 $5.31 $6.84 107.8% -14.5% 0↑ 1↓ $0.3B -8.8% 2
Next Q
2026-09-30
$5.99 $4.48 $7.49 -58.8% -13.6% 0↑ 1↓ $0.3B -8.8% 2
Current FY
2026-12-31
$23.59 $19.55 $31.14 137.3% -8.9% 0↑ 2↓ $1.4B -5.4% 3
Next FY
2027-12-31
$21.90 $21.90 $21.90 -40.8% 0↑ 1↓ $1.5B 6.0% 1

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$6.075
7d ago$6.875-0.800
30d ago$7.103-1.028
60d ago$5.635+0.440
90d ago$4.705+1.370
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 1, 2026 TD Cowen MAINTAIN Hold Hold
May 1, 2026 Wells Fargo MAINTAIN Underweight Underweight
Feb 27, 2026 TD Cowen MAINTAIN Hold Hold
Feb 27, 2026 Wells Fargo MAINTAIN Underweight Underweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026016328%
May 1, 2026016328%
Apr 1, 2026016328%
Mar 1, 2026016328%
Feb 1, 2026017228%
Jan 1, 2026017228%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 4, 2026
other
Sparklight Invests Nearly $1 Billion to Enhance Connectivity Across Its Footprint
Sparklight invested nearly $1 billion over three years to expand its fiber-rich network and enhance connectivity across 24 states.
Apr 30, 2026
earnings_calendar
CABO Q1 2026 Earnings Scheduled — 2026-04-30
Mar 12, 2026
short_interest
FTD: CABO — 5,416 shares ($0.6M) failed to deliver
Settlement: 20260312, Price: $114.41, FTD Value: $619,644.56, CABLE ONE INC COM STK (DE)
Feb 26, 2026
earnings_calendar
CABO Q4 2025 Earnings After Market Close — 2026-02-26