CABO Cable One Inc

Insiders at Cable One (NYSE: CABO) who invested US$2.01 million at an average price of US$171 over the past year have seen their investment decline by 13% to US$1.37 million. Despite this drop, the fact that insiders bought at higher prices and haven't sold suggests they still see value in the company. Insider ownership stands at 9.7%, indicating some alignment with shareholders.

DAVENPORT & Co LLC increased its stake in Cable One, Inc. (NYSE:CABO) by 11.8% in the third quarter, acquiring an additional 28,761 shares and bringing its total holdings to 271,723 shares, valued at approximately $48.1 million. This increase comes despite Cable One missing quarterly earnings expectations and receiving trimmed price targets from analysts, with the stock trading down about 5.5% following the report. The company has an average rating of "Reduce" from analysts, with a consensus price target of $256.75.

Insiders at Cable One, Inc. (NYSE: CABO) who invested US$2.01m over the last year at an average price of US$171 per share are likely displeased as the stock has since slid by 13%. Despite this drop, the historical insider buying, including a significant purchase at a higher price, suggests that insiders still perceive value in the company and currently hold about 9.7% ownership.

Cable One (NYSE:CABO) is relying heavily on debt, holding US$3.29 billion as of September 2025, leading to net debt of US$3.11 billion. The company's liabilities significantly exceed its cash and short-term receivables, creating a substantial deficit. While its free cash flow conversion provides some optimism, a decline in EBIT and high total liabilities suggest shareholders should closely monitor the company's financial health.

Insiders at Cable One (NYSE:CABO) who invested US$2.01m at an average price of US$171 over the past year have seen their investment fall by 13%. Despite this decline, insiders have not sold any shares, suggesting they still see value around the current price. Insider ownership stands at a notable 9.7%, indicating alignment between management and shareholders.

Moody's Ratings has downgraded Cable One, Inc.'s Corporate Family Rating to B1 from Ba3 and changed its outlook to stable from negative due to governance considerations related to Cable One's upcoming acquisition of Mega Broadband Investments and increased leverage. The downgrade also reflects weaker operating performance caused by intense competitive pressures and residential subscriber losses, despite expectations for improvement through new retention strategies. Cable One's credit profile is supported by its strong EBITDA margins and a focus on reducing leverage to its target range within two years of the Mega acquisition.