Insider Trading March 12, 2026

Sinclair Executive Chairman Purchases $1.5 Million of Class A Stock

David D. Smith acquires 97,285 shares while shares trade below his purchase price; company posts Q4 2025 beat and yields 7.22%

By Maya Rios SBGI
Sinclair Executive Chairman Purchases $1.5 Million of Class A Stock
SBGI

Sinclair, Inc. Executive Chairman David D. Smith bought 97,285 shares of Class A Common Stock on March 28, 2025, in a transaction valued at roughly $1.5 million. The purchase occurred as the stock traded below the acquisition price and followed company results that beat guidance on adjusted EBITDA. Sinclair offers a 7.22% dividend yield and recently provided 2026 guidance that aligns with Street expectations.

Key Points

  • David D. Smith purchased 97,285 shares of Sinclair Class A common stock on March 28, 2025, at a weighted-average price of $15.42 per share, totaling about $1.5 million - impacts the broadcasting and equity markets.
  • Smith transferred 1,494,800 Class B shares to trusts for his child and trusts connected to him also acquired 1,494,800 Class B shares - relevant to insider ownership and control considerations in media companies.
  • Sinclair reported Q4 2025 revenue of $836 million and adjusted EBITDA of $168 million, surpassing the high end of guidance; Benchmark raised its price target to $30 from $27 while keeping a Buy rating - affects investor valuation and coverage of the broadcasting sector.

Executive Chairman David D. Smith of Sinclair, Inc. (NASDAQ:SBGI) purchased 97,285 shares of the company’s Class A Common Stock on March 28, 2025. The transaction carried a weighted-average purchase price of $15.42 per share and amounted to approximately $1.5 million in total consideration.

The weighted-average price reflects executions between $15.32 and $15.50 per share. At the time of reporting, Sinclair’s shares were trading at $13.85, a level roughly 9.7% below the week-ago price and below Smith’s weighted-average purchase cost.

Alongside the Class A purchase, Smith completed a transfer of Class B Common Stock. He gifted 1,494,800 shares of Class B Common Stock to trusts for his child, and trusts associated with Smith also acquired 1,494,800 shares of Class B Common Stock.


Recent company financials provide additional context for the insider activity. Sinclair reported fourth-quarter 2025 results showing total revenue of $836 million and adjusted EBITDA of $168 million. Management said those results exceeded the high end of the company’s guidance, despite a year-over-year decline in revenue. Sinclair attributed the stronger-than-expected performance to strategic initiatives and portfolio optimization.

Benchmark adjusted its valuation view after the release, raising its price target for Sinclair Broadcasting to $30 from $27 while maintaining a Buy rating. The firm noted that the company missed consensus revenue estimates because of political advertising but outperformed in key areas such as core revenue, distribution revenue, and EBITDA. Sinclair’s guidance for 2026 was reported to be broadly in line with Street expectations.


Market commentary included an analysis from InvestingPro, which characterized Sinclair as appearing undervalued at current market levels. The company also carries a notable dividend yield - 7.22% - and has maintained dividend payments for 17 consecutive years.

The combination of insider buying, a sizable dividend, and quarterly results that beat adjusted EBITDA guidance offers several data points for investors assessing Sinclair’s near-term outlook. At the same time, the fact that Smith’s purchase price is above the prevailing market quote at $13.85 highlights the gap between the insider transaction level and current trading.

Information presented here is limited to the specific transactions, reported financials, analyst commentary, dividend metrics, and guidance alignment as described above.

Risks

  • Sinclair’s stock was trading at $13.85, about 9.7% below the recent week’s level and below Smith’s purchase price, indicating potential near-term downside risk for equity holders - impacts market participants and equity investors.
  • The company experienced a year-over-year revenue decline in Q4 2025, which introduces uncertainty around top-line stability despite better-than-expected adjusted EBITDA - material to media and advertising revenue sensitivity.
  • Benchmark noted a miss of consensus revenue estimates driven by political advertising, highlighting exposure to cyclical and timing-related advertising revenue streams - a risk for broadcast and media revenue forecasts.

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