What Investors Should Know About This $6 Million Sale of a Media Stock Up 41% in One Year

1 day ago 3

Jonathan Ponciano, The Motley Fool

Mon, February 2, 2026 astatine 11:23 AM CST 4 min read

On February 2, Capital Management Corp disclosed successful a U.S. Securities and Exchange Commission filing that it sold 29,799 shares of Nexstar Media Group (NASDAQ:NXST), an estimated $5.82 cardinal commercialized based connected quarterly mean pricing.

According to a U.S. Securities and Exchange Commission filing dated February 2, Capital Management Corp reduced its presumption successful Nexstar Media Group by 29,799 shares during the 4th quarter. The estimated transaction worth is $5.82 million, calculated utilizing the mean closing terms implicit the quarter. The money ended the play with 127,651 shares, with the presumption worth changing by $5.21 million, a fig that includes some trading and terms show effects.

The NXST involvement present represents 4.25% of the fund’s $610.07 cardinal successful reportable U.S. equity assets.

Top holdings aft the filing:

NASDAQ:IDCC: $37.12 cardinal (6.1% of AUM)
NYSE: PBI: $30.97 cardinal (5.1% of AUM)
NYSE: GTN: $29.76 cardinal (4.9% of AUM)
NASDAQ: NXST: $25.92 cardinal (4.2% of AUM)
NYSE: AEM: $22.72 cardinal (3.7% of AUM)

As of January 30, Nexstar shares were priced astatine $212.38, up 41.1% implicit the past twelvemonth and good outperforming the S&P 500’s 15% summation successful the aforesaid period.

Metric

Value

Revenue (TTM)	$5.15 billion
Net Income (TTM)	$517.00 million
Dividend Yield	3.50%
Price (as of 2/1/26)	$212.38

Nexstar Media Group operates a portfolio of tv stations, integer media properties, and a nationalist cablegram network, generating gross chiefly from advertizing and retransmission fees.
Its concern exemplary leverages section and nationalist advertizing sales, organisation agreements with cablegram and outer providers, and integer advertizing platforms.
The institution serves tv audiences crossed the United States, targeting some section viewers and nationalist advertisers seeking wide scope done broadcast and integer channels.

Nexstar Media Group, Inc. is simply a starring U.S. tv broadcasting and integer media institution with a diversified portfolio of stations and integer assets. The company’s standard enables it to scope a wide assemblage and pull important advertizing revenue, portion its section and nationalist beingness supports beardown relationships with some advertisers and contented distributors. Strategic investments successful integer platforms and contented organisation underpin Nexstar’s competitory presumption successful the evolving media landscape.

Nexstar has delivered beardown banal show implicit the past year, but the operating representation is much nuanced than the stock terms unsocial suggests.

In its astir caller quarterly release, Nexstar reported $1.20 cardinal successful revenue, down 12% twelvemonth implicit twelvemonth owed mostly to a crisp driblet successful governmental advertising, with nett income of $65 cardinal and adjusted EBITDA of $358 million. Free currency travel remained coagulated astatine $166 million, adjacent arsenic results reflected a non-election twelvemonth and one-time costs tied to the pending TEGNA acquisition.

Even aft the trim, Nexstar remains a top-five holding astatine conscionable implicit 4% of assets, sitting alongside different media and communications names. That positioning signals ongoing assurance successful the company’s scale, retransmission gross base, and semipermanent predetermination rhythm upside.

Ultimately, erstwhile a cyclical banal runs good up of near-term fundamentals, trimming tin trim volatility without abandoning the thesis. Nexstar inactive throws disconnected cash, inactive controls invaluable section media assets, and inactive stands to payment meaningfully from the adjacent governmental advertizing cycle.