Optimum Communications, Inc.
OPTU- Exchange
- NYSE
- Industry
- Cable & Other Pay Television Services
- SEC CIK
- 0001702780
In the last 90 days, Optimum Communications, Inc. insiders filed 2 open-market purchases and 0 sales; 193 institutions reported holding it in 13F filings for Q2 2026, worth $310.6M in total; no superinvestor holds it.
Key figures
- Market capClose on Nov 10, 2026
- $199.1M
- Insider buysLast 90 days, $3.62M in total
- 2
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, +16 vs. previous quarter
- 193
- 13F valueReported value at the end of Q2 2026
- $310.6M
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $8.59B
- −4.1% year over year
- Net income, FY2025
- -$1.44B
- No comparable prior period
- Free cash flow, FY2025
- -$118.8M
- −179.5% year over year
- Revenue, Q3 FY2026
- $2.00B
- −5.1% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Net loss for FY2025: $1.44B (16.7% of revenue).
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 31.3M
- Shares sold short
- Change
- +1.79M
- +6.1% vs. previous
- Days to cover
- 6.12
- At average daily volume
Superinvestors holding OPTU, Q2 2026
Go to the superinvestors tabNo superinvestor reported holding OPTU at the end of Q2 2026.
Latest insider trades
See all insider tradesOpen-market purchases and sales by Optimum Communications, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Oct 26, 2026 (view filing)7:42 PM ET | Oct 22-23 | 4 days | Subin Neil S and 3 others10% Owner | PPurchaseClass A Common Stock | +2.23M | $0.5222 | +$1.16M | +11.4%21.8M after | 2 lots |
| Oct 9, 2026 (view filing)4:37 PM ET | Jul 29-Aug 25 | 72 days | Subin Neil S and 3 others10% Owner | PPurchaseClass A Common Stock | +3.03M | $0.8095 | +$2.45M | +18.4%19.5M after | Amended8 lotsDuplicate filing |
| Aug 28, 2026 (view filing)9:37 PM ET | Jul 29-Aug 25 | 30 daysLate | Subin Neil S and 1 other10% Owner | PPurchaseClass A Common Stock | +3.03M | $0.8095 | +$2.45M | +18.4%19.5M after | 8 lots |
| Aug 5, 2026 (view filing)5:30 PM ET | Aug 3 | 2 days | Olsen MichaelGeneral Counsel and CCRO | SSaleClass A common stock | −20.0K | $0.74 | −$14.8K | −2.3%868.5K after | 10b5-1 |
| Jul 1, 2026 (view filing)6:37 PM ET | Jul 1 | Same day | Olsen MichaelGeneral Counsel and CCRO | SSaleClass A common stock | −20.0K | $0.88 | −$17.6K | −2.2%888.5K after | 10b5-1 |
| Jun 2, 2026 (view filing) | Jun 1 | 1 day | Olsen MichaelGeneral Counsel and CCRO | SSaleClass A common stock | −20.0K | $1.12 | −$22.4K | −2.1%933.4K after | 10b5-1 |
| May 4, 2026 (view filing) | May 1 | 3 days | Olsen MichaelGeneral Counsel and CCRO | SSaleClass A common stock | −20.0K | $1.59 | −$31.8K | −1.6%1.20M after | 10b5-1 |
| Apr 3, 2026 (view filing) | Apr 1 | 2 days | Olsen MichaelGeneral Counsel and CCRO | SSaleClass A common stock | −20.0K | $1.29 | −$25.8K | −1.6%1.22M after | 10b5-1 |
| Mar 3, 2026 (view filing) | Mar 2 | 1 day | Olsen MichaelGeneral Counsel and CCRO | SSaleClass A common stock | −20.0K | $1.40 | −$28.0K | −1.6%1.24M after | 10b5-1 |
| Feb 19, 2026 (view filing) | Feb 17 | 2 days | Olsen MichaelGeneral Counsel and CCRO | SSaleClass A common stock | −250.0K | $1.60 | −$400.0K | −14.3%1.50M after |
Top 10 13F holders, Q2 2026
See all 193 holdersThe largest institutional positions in Optimum Communications, Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 19,543,542 | $28.3M | 0.00% | −960,412−4.7% | Reduced |
| Milfam LLC | 15,920,494 | $23.1M | 18.29% | +7,150,494+81.5% | Added |
| Kite Lake Capital Management (UK) LLP | 14,100,000 | $20.4M | 7.25% | +11,610,665+466.4% | Added |
| Vanguard Capital Management LLC | 12,127,418 | $17.6M | 0.00% | +465,489+4.0% | Added |
| JPMorgan Chase & Co | 8,893,189 | $13.5M | 0.00% | −1,529,476−14.7% | Reduced |
| BW Gestao de Investimentos Ltda. | 8,395,938 | $12.2M | 0.29% | +6,764,181+414.5% | Added |
| Senator Investment Group LP | 8,000,000 | $11.6M | 0.42% | +3,000,000+60.0% | Added |
| Millennium Management LLC | 7,723,322 | $11.2M | 0.01% | −1,800,343−18.9% | Reduced |
| State Street Corp | 7,309,337 | $10.6M | 0.00% | +942,515+14.8% | Added |
| Geode Capital Management, LLC | 6,906,316 | $10.0M | 0.00% | +730,190+11.8% | Added |
Holders of 5% or more of OPTU
See all 7 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Optimum Communications, Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Drahi Patrick | 13G/A | 99.90%108.7M shares | – | Feb 9, 20214 filings | Jun 2, 2026 | SEC |
| Subin Neil S | 13G/A | 13.30%21.8M shares | +1.40 ppfrom 11.90% | Jun 12, 20263 filings | Oct 26, 2026 | SEC |
| Empyrean Capital Partners, LP | 13G/A | 8.09%14.0M shares | +2.87 ppfrom 5.22% | Feb 14, 20254 filings | Aug 14, 2026 | SEC |
| Barclays PLC | 13G/A | 6.95%19.3M shares | 0.00 ppfrom 6.95% | Nov 13, 20243 filings | Mar 21, 2025 | SEC |
| Deutsche Bank AG | 13G/A | 6.90%19.5M shares | +1.70 ppfrom 5.20% | May 13, 20262 filings | Aug 13, 2026 | SEC |
Politician trades
All politician trades in OPTU1 member of Congress reported 3 trades in Optimum Communications, Inc. since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Aug 13, 2023 |  Daniel S. Goldman House · NY | Sell | $1K-$15K |
| May 19, 2023 | Daniel S. Goldman House · NY | Buy | $1K-$15K |
| Apr 17, 2023 | Daniel S. Goldman House · NY | Sell | $1K-$15K |
House · NY · Aug 13, 2023
Sell$1K-$15K
House · NY · May 19, 2023
Buy$1K-$15K
House · NY · Apr 17, 2023
Sell$1K-$15K