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3.80 USD
EPS
-0.10
Yield
3.38%
Safety Score
41
P/B
1.03
ROE
-2.38
Beta
1.42
Target Price
5.25 USD
National CineMedia, Inc. logo

National CineMedia, Inc.

🧾 Earnings Recap – Q1 2026

Shares fell 14.4% following the earnings release as investors reacted negatively to continued margin compression and softer programmatic advertising revenue, coupled with a cautious outlook on local advertising recovery despite stable overall revenue.

  • Total revenue came in at $34 million, within prior guidance, but showed only modest year-over-year growth after adjusting for calendar shifts.
  • Adjusted OIBDA was a negative $10.5 million, indicating ongoing profitability challenges and margin pressure.
  • Programmatic advertising revenue declined in the quarter due to fewer large advertisers returning amid the Winter Olympics, though second quarter pacing shows improvement.
  • Local advertising revenue was $4.4 million, reflecting ongoing efforts to rebuild the segment, but growth remains tentative and longer-term.
  • Operational restructuring targeting $11 million in annualized cost savings aims to improve efficiency amid evolving business needs but has yet to significantly impact profitability.
📅
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Key Metrics
Earnings dateAug. 4, 2026
EPS-0.10
Book Value3.69
Price to Book1.03
Debt/Equity6.47
% Insiders1.304%
Growth
Revenue Growth-0.03%
Earnings Growth0.21%
Estimates
Forward P/E26.28
Forward EPS0.15
Target Mean Price5.25
Dividend
Dividend Yield3.38%
Annual dividends0.12 USD
Ex-Div. DateMay 22, 2026
Payout-169.05%
5y avg Yield16.07%

DCF Valuation

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DCF Result

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Terminal PV
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National CineMedia, Inc. Logo National CineMedia, Inc. Analysis (NCMI)

United States Communication Services Official Website Stock

Is National CineMedia, Inc. a good investment? National CineMedia, Inc. (NCMI) is currently trading at 3.80 USD. Market analysts have a consensus price target of 5.25 USD. This suggests a potential upside from current levels.

Earnings Schedule: National CineMedia, Inc. is expected to release its next earnings report on Aug. 4, 2026. The market consensus estimate for Forward EPS is 0.15.

For income investors, National CineMedia, Inc. pays a dividend yield of 3.38%. With a payout ratio of -169%, the dividend appears sustainable.

Investor FAQ

Does National CineMedia, Inc. pay a dividend?

Yes, it pays an annual dividend of 0.12 USD (3.38% yield).

What asset class is National CineMedia, Inc.?

National CineMedia, Inc. is classified as a Stock. You can compare it against its peer in the "Related Symbols" list.

When is the next earnings date?

The next earnings date is projected to be Aug. 4, 2026. The company currently has a trailing EPS of -0.10.

Company Profile

National CineMedia, Inc., through its subsidiary, National CineMedia, LLC, operates cinema advertising network in North America. The company engages in the sale of advertising to national, regional, and local businesses in Noovie, a cinema advertising and entertainment show seen on movie screens; and sells advertising on its Lobby Entertainment Network, a series of strategically placed screens located in movie theater lobbies, as well as other forms of advertising and promotions in theatre lobbies. It also sells digital advertising, including through NCM Boost, a data, insights and analytics platform that utilizes data; NCM Boost, a audience accelerator digital product; NCM Boomerang, retargeting solution designed to amplify post-theatre engagement; NCM Bullseye, an AI-generated creative to deliver dynamic and hyper-localized messaging; and NCM Blueprint, a real-time renovation permit data to identify homeowners who are actively engaged in remodelling projects. It offers its services to national and local sales groups. The company was incorporated in 2006 and is headquartered in Centennial, Colorado.

Exchange Ticker
NMS (United States) NCMI
Trades
Dividend Yield
3.38%
5y avg 16.07%
Annual Dividends
0.12USD
Next Ex. Div Date
May 22, 2026
Payout Ratio
-169.05%
Dividend History paid per year (USD)
Historical Dividends
Year Total Dividends
2027
0.05 USD
June 4, 2027 (estimated) 0.0197
March 26, 2027 (estimated) 0.0300
2026
0.12 USD
Nov. 30, 2026 (estimated) 0.0300
Aug. 31, 2026 (estimated) 0.0300
June 4, 2026 0.0300
March 23, 2026 0.0300
2025
0.12 USD
Nov. 26, 2025 0.0300
Aug. 29, 2025 0.0300
May 30, 2025 0.0300
April 7, 2025 0.0300
2022
1.10 USD
Sept. 6, 2022 0.3000
June 7, 2022 0.3000
March 31, 2022 0.5000
2021
2.00 USD
Dec. 7, 2021 0.5000
Sept. 6, 2021 0.5000
June 7, 2021 0.5000
April 5, 2021 0.5000
2020
4.00 USD
Dec. 1, 2020 0.7000
Aug. 31, 2020 0.7000
June 1, 2020 0.7000
March 17, 2020 1.9000
2019
6.80 USD
Nov. 29, 2019 1.7000
Aug. 30, 2019 1.7000
May 31, 2019 1.7000
March 19, 2019 1.7000
2018
6.80 USD
Nov. 30, 2018 1.7000
Aug. 31, 2018 1.7000
June 1, 2018 1.7000
March 29, 2018 1.7000
2017
8.80 USD
Dec. 1, 2017 2.2000
Aug. 31, 2017 2.2000
June 1, 2017 2.2000
March 23, 2017 2.2000
2016
8.80 USD
Dec. 2, 2016 2.2000
Sept. 9, 2016 2.2000
June 2, 2016 2.2000
March 24, 2016 2.2000
2015
8.80 USD
Dec. 4, 2015 2.2000
Sept. 3, 2015 2.2000
June 9, 2015 2.2000
March 26, 2015 2.2000
2014
13.80 USD
Dec. 5, 2014 2.2000
Sept. 5, 2014 2.2000
June 2, 2014 2.2000
March 20, 2014 7.2000
2013
8.80 USD
Nov. 27, 2013 2.2000
Aug. 29, 2013 2.2000
May 30, 2013 2.2000
March 21, 2013 2.2000
2012
8.80 USD
Nov. 29, 2012 2.2000
Aug. 30, 2012 2.2000
May 31, 2012 2.2000
March 22, 2012 2.2000
2011
8.40 USD
Dec. 1, 2011 2.2000
Sept. 1, 2011 2.2000
June 2, 2011 2.0000
March 24, 2011 2.0000
2010
7.20 USD
Dec. 2, 2010 2.0000
Sept. 2, 2010 1.8000
June 3, 2010 1.8000
April 1, 2010 1.6000
2009
6.40 USD
Dec. 3, 2009 1.6000
Sept. 3, 2009 1.6000
June 4, 2009 1.6000
April 2, 2009 1.6000
2008
6.20 USD
Dec. 4, 2008 1.6000
Sept. 4, 2008 1.6000
June 4, 2008 1.5000
March 26, 2008 1.5000
2007
3.00 USD
Dec. 6, 2007 1.5000
Sept. 6, 2007 1.5000
Upcoming Dividends
Name Payment Date Status Amount
National CineMedia, Inc. Jun 04, 2026 0.03 USD
National CineMedia, Inc. Mar 23, 2026 0.03 USD
National CineMedia, Inc. Nov 26, 2025 0.03 USD
National CineMedia, Inc. Aug 29, 2025 0.03 USD
Stock Splits
Split Date Split Ratio to 1
Aug. 4, 2023 0.100000
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