Sinclair, Inc. Class A (SBGI)

In the past six months, SBGI stock surged by 20% in August 2025 after announcing a strategic review of its broadcast business to evaluate value-enhancing opportunities. In October 2025, Sinclair announced a CFO transition and is scheduled to report its Third Quarter 2025 results on November 5, 2025. Analyst ratings include 'Hold' from Weiss Ratings and 'Strong Sell' from Zacks Research in October 2025. Institutional investment activities include investments from Alpha Wealth Funds LLC and Nuveen LLC, and share sales by Invesco Ltd. Sinclair's stock has decreased by 17.3% from $16.14 to $13.34.

Demand seasonality for Sinclair, Inc.'s products and services is significantly influenced by political advertising. The company experiences a strong increase in revenue and EBITDA during election years due to political advertising revenue.

Sinclair, Inc. (SBGI) is a diversified media and entertainment company based in Hunt Valley, Maryland, operating in broadcast media, telecommunications, and mass media within the consumer discretionary sector. It is one of the largest owners of local TV stations in the U.S., affiliated with major networks. Its services include local news, entertainment, sports content (Tennis Channel), and digital multicast networks (Comet, Charge!, TBD., ROAR, The Nest). Sinclair also produces national news ('The National Desk'), podcasts, digital and streaming services, and offers advertising and marketing services.

Sinclair, Inc. has a significant geographic footprint across the United States. The company owns, operates, and/or provides services to 185 to 193 television stations in 85 to over 100 markets, reaching approximately 40% of American households. Its presence spans nearly every U.S. state.

Sinclair's brand reputation was affected in September 2025 when it temporarily dropped 'Jimmy Kimmel Live!' due to comments made by Jimmy Kimmel, leading to backlash. The show was reinstated shortly after Disney did so. The company is also widely regarded as politically conservative and has been noted for featuring politically motivated programming.

Insiders hold 46.60% of Sinclair's stock, including David D. Smith, Howard E. Friedman, and others. Institutions hold 41.71% of the stock, with SG Americas Securities LLC as a top institutional shareholder. As of June 2025, institutional ownership was reported at 63.39% and insider ownership at 16.85%.