SATS
SATS reference view — institutional positioning, fundamentals and flow.
AC intelligence is being prepared for this ticker. Review the signal stack, ownership mix and insider tape below for the data behind our read.
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | — | P/S | — |
| EV/EBITDA | — | P/B | 5.43 |
| Revenue (TTM) | — | Rev YoY | — |
| Gross margin | — | Op margin | — |
| Net income | — | FCF | — |
| Cash | — | Debt | — |
| Dividend | — | Buybacks 1Y | — |
Fundamentals snapshot for SATS. Valuation multiples, margins, and balance-sheet position across two key/value columns. AC commentary expands as the narrative for this ticker is published.
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| State Street | 14.5M | 0.1% | +163% |
| Fidelity Management | 9.1M | 0.1% | +22% |
| BlackRock, Inc. | 8.7M | 0.0% | −5% |
| VANGUARD CAPITAL MANAGEMENT LLC | 8.7M | 0.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 8.7M | 0.0% | — |
| Darsana Capital Partners LP | 7.0M | 17.4% | ±0% |
Top institutional owners for SATS as of the most recent 13F window (Mar 2026). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Role | Action | Shares | $ value |
|---|---|---|---|---|---|
| JUN 16 | Manson Dean | — | SELL | 4K | −$522K |
| JUN 09 | Akhavan Hamid | — | SELL | 8K | −$909K |
| JUN 08 | Manson Dean | — | SELL | 10K | −$1M |
| MAR 10 | Akhavan Hamid | — | SELL | 71K | −$8M |
| MAR 09 | Manson Dean | — | SELL | 11K | −$1M |
| MAR 06 | Swieringa John | — | SELL | 35K | −$4M |
1 insider buy, 19 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.