Insider Trading May 21, 2026 06:13 PM

Gray Media Director Boger Sells Stock Amid Corporate Adjustments and Earnings Miss

Analysis of insider selling by Richard Lee Boger, coupled with recent first-quarter earnings reports and strategic leadership changes at Gray Television.

By Nina Shah GTN

Director Richard Lee Boger sold a substantial amount of company stock on May 19, 2026. This transaction occurred against a backdrop of corporate adjustments for Gray Media, Inc., including revenue surpassing expectations but an earnings per share (EPS) miss in the first quarter. Furthermore, analysts have adjusted price targets following softer advertising environments and strategic leadership changes within the company.

Gray Media Director Boger Sells Stock Amid Corporate Adjustments and Earnings Miss
GTN

Key Points

  • The selling activity by director Richard Lee Boger suggests a need to cover tax obligations related to restricted stock vesting.
  • Gray Media's Q1 2026 revenue slightly surpassed analyst expectations at $768 million, although the EPS missed forecasts significantly.

Richard Lee Boger, who serves as a director at Gray Media, Inc. (NASDAQ:GTN), executed a significant sale of company shares on May 19, 2026. According to filings with the Securities and Exchange Commission, Mr. Boger disposed of stock valued in total at $250,690. The transactions encompassed both standard common stock and Class A common stock, utilizing prices that ranged from $4.19 to $10.12 per share.

Specifically, the sale included 55,000 shares of common stock purchased at a rate of $4.19 per share. In addition to this bulk sale, Mr. Boger sold 2,000 shares classified as Class A common stock for $10.12 per share. These combined sales were reported as being conducted to satisfy tax obligations that arose from the vesting of restricted company stock.

Following these recent dispositions, records indicate that Mr. Boger currently maintains direct ownership of 37,084 shares of common stock and 4,591 shares of Class A common stock. Furthermore, his indirect holdings include 2,092 shares of Class A common stock, which are held in a custodian capacity for grandchildren.

The timing of this insider selling activity is noted against the backdrop of Gray Media's valuation metrics. The company currently trades at a Price/Book ratio of just 0.2, a metric that some may consider indicative of potential underlying value.



Beyond the director's transactions, more recent corporate developments provide additional context for investors assessing GTN. Gray Television Inc. released its first-quarter earnings report for 2026, which highlighted both mixed financial results and subsequent strategic adjustments by the firm.

The company reported an Earnings Per Share (EPS) of -$0.34 for the quarter. This figure represented a considerable shortfall compared to the analyst consensus forecast of -$0.20, resulting in a 70% negative surprise. Despite the earnings miss, revenue generated during the period slightly exceeded market expectations, reaching $768 million against an anticipated $763.84 million.

The financial performance prompted adjustments from major industry observers. Guggenheim responded to these figures by lowering its price target for Gray Television to $7.00 from a previous estimate of $8.00. Nonetheless, the firm maintained its 'Buy' rating on the shares. Guggenheim adjusted its internal financial model due to factors such as a softer advertising environment and disruptions related to Dish. Based on this revised modeling, the firm projects 2026 revenue at $3.49 billion and an adjusted EBITDA of $1.06 billion.

Operationally, Gray Media also announced several leadership changes. These appointments include naming Jamie Bremer as the general manager for WFIE and promoting James Finch to the role of Senior Vice President of News Services. Such developments underscore the company's ongoing efforts toward operational and strategic refinement.



Key Analytical Points