National CineMedia, Inc.

NasdaqGS:NCMI Lagerbericht

Marktkapitalisierung: US$280.4m

National CineMedia Ausschüttungen und Rückkäufe

Zukünftiges Wachstum Kriterienprüfungen 2/6

National CineMedia ist ein dividendenzahlendes Unternehmen mit einer aktuellen Rendite von 4.01%. Das nächste Zahlungsdatum ist am 4th June, 2026 mit einem Ex-Dividendendatum von 22nd May, 2026.

Wichtige Informationen

4.0%

Dividendenausschüttung

5.1%

Rückkaufsrendite

Gesamte Aktionärsrendite9.1%
Zukünftige Dividendenrendite9.4%
Wachstum der Dividende-22.6%
Nächster Dividendenzahlungstermin04 Jun 26
Ex-Dividendendatum22 May 26
Dividende pro Aktien/a
Ausschüttungsquote-132%

Jüngste Updates zu Dividenden und Rückkäufen

Recent updates

Narrativ-Update • May 08

NCMI: Expanded Lobby Media Rollout And Buybacks Will Support Future Upside

Analysts have maintained their $5.38 price target for National CineMedia, citing updated modeling inputs around discount rates, revenue growth, profit margins, and future P/E assumptions rather than any change in their overall valuation view. What's in the News National CineMedia and Creative Realities agreed to expand and modernize AMC Theatres’ in lobby media footprint across 285 locations, adding multiple 75 inch digital screens per site and creating a broader platform for in theater advertising and branded content, with rollout targeted for completion by the end of 2026 (company announcement).
Narrativ-Update • Apr 24

NCMI: Expanded Theater Media Footprint And Buybacks Will Support Future Upside

Analysts have held National CineMedia's price target steady at $5.38, reflecting updated assumptions around slightly different revenue growth, profit margins, and a future P/E of about 27x, without a change to their overall valuation view. What's in the News National CineMedia and Creative Realities agreed to expand and modernize AMC Theatres’ in-lobby media across 285 locations, adding multiple 75 inch digital screens per site and creating more touchpoints for advertisers throughout the theater.
Narrativ-Update • Apr 10

NCMI: Guided Profitability And Share Repurchases Will Support Future Upside

Analysts have trimmed their price target on National CineMedia by $0.13 to reflect slightly softer assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts view the trimmed price target as a refinement of assumptions rather than a shift in the overall thesis, with valuation still supported by existing revenue and margin expectations.
Narrativ-Update • Mar 27

NCMI: Guided Profitability And Share Repurchases Will Support Future Upside

Analysts have reduced their average price target on National CineMedia by about $1 to $6, citing weaker than expected theater attendance, which could result in Q4 revenue coming in modestly below prior expectations while still remaining within the guided profitability range. Analyst Commentary Bullish Takeaways Bullish analysts still see the current price target of about $6 as consistent with the company remaining within its guided profitability range, even with softer Q4 revenue expectations.
Narrativ-Update • Mar 12

NCMI: Resilient Profitability And Cost Discipline Will Support Future Upside

Analysts have reduced their price targets on National CineMedia to around $6, down about $1. They cited softer than expected theater attendance and slightly weaker projected revenue, while still expecting profitability to remain within prior guidance ranges.
Narrativ-Update • Feb 24

NCMI: Data Partnership And Cost Discipline Will Support Future Upside

Analysts have reduced their consolidated price target on National CineMedia by $1 to reflect recent target cuts from $7 to $6. They cited softer-than-expected theater attendance and the potential for Q4 revenue to come in modestly below prior expectations, while still remaining within guidance on profitability.
Narrativ-Update • Feb 10

NCMI: Data Partnership And Profitability Discipline Will Support Future Upside

Narrative Update on National CineMedia Analysts have trimmed their price targets on National CineMedia, with the modeled fair value edging from US$5.75 to US$5.50 as they factor in expectations for softer Q4 attendance, slightly weaker revenue within guidance, and a lower assumed future P/E multiple. Analyst Commentary Recent research updates on National CineMedia reflect a more cautious tone, with price targets eased lower as analysts recalibrate their assumptions for Q4 attendance, revenue, and the appropriate P/E multiple.
Neues Narrativ • Feb 06

Programmatic Pressure And Soft Local Advertising Will Challenge Cinema Ads Yet Leave Upside Potential

Catalysts About National CineMedia National CineMedia sells cinema advertising across a large U.S. theater network, connecting brands with moviegoing audiences. What are the underlying business or industry changes driving this perspective?
Narrativ-Update • Jan 27

NCMI: Profitability Resilience And Data Partnership Will Support Future Upside

Analysts have trimmed their price target on National CineMedia by $0.25 to $5.75, citing slightly softer revenue expectations tied to weaker theater attendance. They still see profitability tracking within prior guidance.
Neues Narrativ • Jan 23

Programmatic Expansion And Premium Cinema Formats Will Transform Long Term Advertising Potential

Catalysts About National CineMedia National CineMedia sells cinema advertising across a large theater network, connecting brands with moviegoers before and around feature films. What are the underlying business or industry changes driving this perspective?
Narrativ-Update • Jan 12

NCMI: Profitability Discipline And Data Partnership Will Support Future Upside

Narrative Update on National CineMedia Analysts have reduced their 12 month price target on National CineMedia to $6.00 from $7.00, citing expectations for Q4 revenue to come in modestly below earlier views while remaining within the guided profitability range. Analyst Commentary Recent commentary points to a mixed setup for National CineMedia, with optimism around profitability discipline and caution around near term revenue pressure tied to attendance trends.
Seeking Alpha • Jun 26

National CineMedia: Difficulties In Recovery

Summary National CineMedia remains a hold as recovery from the pandemic is slow, with stagnant stock price and weak financial health despite recent debt elimination. Exclusive partnerships with major theater chains and upcoming blockbuster releases could drive revenue growth in 2025 and 2026. Risks include heavy dependence on cinema attendance, competition from streaming, and potential delisting if the stock price falls further. While industry catalysts exist, current margins and EV/EBITDA multiples suggest limited near-term upside; patience is warranted before considering a buy. Read the full article on Seeking Alpha
User avatar
Neues Narrativ • Sep 24

Risky Reliance On Blockbusters And Franchise Titles Threatens Sustainable Growth

Reliance on blockbuster hits for box office success is risky as audience preferences change and streaming competition rises.
Seeking Alpha • Jun 11

National CineMedia: 2024 Looks Like A Write-Off

Summary National CineMedia emerged from bankruptcy in 2023 with a clean balance sheet but weak business fundamentals. The company's guidance for Q2/2024 suggests 2024 will be a major down year compared to 2023 for NCMI's ad business. The main issue is a weak film slate, which is outside of NCMI's control. Investors looking for an industry rebound in 2025 may find better value in beaten-down theater chains. Read the full article on Seeking Alpha
Seeking Alpha • Feb 15

National CineMedia: Starting With A Clean Slate

Summary As expected, National CineMedia filed for Chapter 11 bankruptcy and restructured debts. Post restructuring, NCMI looks to be on much sounder footing, as the company's adj. OIBDA was positive with no debt. However, at 9.1x EV/EBITDA, I believe NCMI is currently properly valued relative to its theater chain peers. Read the full article on Seeking Alpha
Seeking Alpha • Sep 23

National CineMedia creditors tap banker to examine options for debt - Bloomberg

A lender group of in-theater advertising name National CineMedia (NASDAQ:NCMI) has hired Centerview Partners to explore options, Bloomberg reports, amid an environment of movie-theater uncertainty and some approaching debt maturities. NCMI reported some bounceback revenues of $67M in the second quarter vs. an easy COVID-19 pandemic comparison. But it has about $73M in cash and equivalents against more than $900M in long-term debt at last report - and the domestic box office is in the midst of a lengthy lull in new offerings. The company has revolving credit due in June, and Standard & Poor's estimates that debt will be about 14 times earnings this year. Meanwhile, Bloomberg notes NCMI's first-lien term loan due 2025 is quoting around 73 cents on the dollar, down from 81 cents as of Aug. 8.
Seeking Alpha • Aug 25

National CineMedia engages iSpot to enhance ad reporting

In-theater advertising company National CineMedia (NASDAQ:NCMI) is tapping TV measurement company iSpot to enhance its value to advertisers through better reach reporting. Bringing in iSpot's currency grade ad catalog and verification, National CineMedia can report on incremental reach that advertising brings brand and studio customers in addition to linear TV. NCM will also offer more comprehensive reach, frequency, attribution, and tune-in reporting for client campaigns thanks to iSpot's integration through Neustar identity resolution. “NCM’s integration with iSpot further delivers on our mission to provide our partners the ability to plan and buy premium inventory in a unified manner across all screens, including the coveted big screen," NCM's Manu Singh said.
Analyseartikel • Aug 12

National CineMedia (NASDAQ:NCMI) Is Reducing Its Dividend To $0.03

National CineMedia, Inc. ( NASDAQ:NCMI ) has announced that on 6th of September, it will be paying a dividend of$0.03...
Seeking Alpha • Aug 07

National CineMedia Q2 2022 Earnings Preview

National CineMedia (NASDAQ:NCMI) is scheduled to announce Q2 earnings results on Monday, August 8th, after market close. The consensus EPS Estimate is -$0.07 and the consensus Revenue Estimate is $65M (+364.3% Y/Y). Over the last 2 years, NCMI has beaten EPS estimates 25% of the time and has beaten revenue estimates 63% of the time. Over the last 3 months, EPS estimates have seen 0 upward revisions and 2 downward. Revenue estimates have seen 1 upward revision and 3 downward.
Seeking Alpha • Jun 06

National CineMedia: A Dividend Trap In A Recovering Industry

NCMI was hit just as hard as theaters during covid, as theaters open, it should return to profitability eventually. Pre covid, this was a decent business with flat revenue but high debt plus dividend heavy policy added risk. Share prices currently offer an almost 10% dividend yield, but this is a classic dividend trap in my view.
Analyseartikel • May 13

National CineMedia (NASDAQ:NCMI) Will Pay A Smaller Dividend Than Last Year

National CineMedia, Inc.'s ( NASDAQ:NCMI ) dividend is being reduced to US$0.03 on the 7th of June. The dividend yield...

Stabilität und Wachstum des Zahlungsverkehrs

Rufe Dividendendaten ab

Stabile Dividende: NCMIDie Dividendenzahlungen des Unternehmens waren in den vergangenen 10 Jahren volatil.

Wachsende Dividende: NCMIDie Dividendenzahlungen des Unternehmens sind in den letzten 10 Jahren zurückgegangen.

Dividendenrendite im Vergleich zum Markt

National CineMedia Dividendenrendite im Vergleich zum Markt
Wie sieht die Dividendenrendite von NCMI im Vergleich zum Markt aus?
SegmentDividendenrendite
Unternehmen (NCMI)4.0%
Untere 25 % des Marktes (US)1.4%
Markt Top 25 % (US)4.2%
Branchendurchschnitt (Media)3.0%
Analystenprognose (NCMI) (bis zu 3 Jahre)9.4%

Bemerkenswerte Dividende: NCMIDie Dividende des Unternehmens (4.01%) ist höher als die der untersten 25% der Dividendenzahler auf dem US Markt (1.41%).

Hohe Dividende: NCMIDie Dividende des Unternehmens (4.01%) ist im Vergleich zu den besten 25% der Dividendenzahler auf dem Markt US (4.24%) niedrig.

Gewinnausschüttung an die Aktionäre

Abdeckung der Erträge: NCMI zahlt eine Dividende, aber das Unternehmen ist unrentabel.

Barausschüttung an die Aktionäre

Cashflow-Deckung: Mit einer angemessenen Ausschüttungsquote (73.6%) sind die Dividendenzahlungen von NCMI durch den Cashflow gedeckt.

Entdecken Sie dividendenstarke Unternehmen

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/24 10:20
Aktienkurs zum Tagesende2026/05/22 00:00
Gewinne2026/04/02
Jährliche Einnahmen2026/01/01

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

National CineMedia, Inc. wird von 13 Analysten beobachtet. 4 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Anthony DiClementeBarclays
Patrick ShollBarrington Research Associates, Inc.
Michael HickeyBenchmark Company