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4 insiders sold Nielsen Holdings stock within one month.

The stock was not purchased by any insiders in the month of intensive selling.

3 of these 4 insiders decreased their holdings by more than 10%.

Nielsen N.V. (NYSE:NLSN) provides media and marketing information, analytics, and industry expertise about what consumers watch and listen.
(click to enlarge)

Insider selling during the last 30 days

Here is a table of Nielsen Holdings' insider activity during the last 30 days.

NameTitleTrade DateShares SoldRule 10b5-1Current OwnershipDecrease In Ownership
Valcon Acquisition Holding (Luxembourg) S.A R.L.10% OwnerMay 71,139,058No94,085,666 shares1.2%
James KiltsDirectorMay 71,610,933No0 shares100%
James CuminaleCLOApril 29103,750Yes110,700 shares + 35,625 options41.5%
David CalhounDirectorApril 29565,625Yes1,247,159 shares31.2%

There have been 2,280,308 shares sold by insiders during the last 30 days. James Cuminale and David Calhoun sold shares pursuant to a Rule 10b5-1 plan. More details about the Rule 10b5-1 trading plan can be found from this link.

Insider selling by calendar month

Here is a table of Nielsen Holdings' insider activity by calendar month.

MonthInsider selling / sharesInsider buying / shares
May 20141,610,9330
April 2014738,5940
March 201430,000,0000
February 201446,7580
January 201485,1810
December 201355,8760
November 201330,190,8570
October 2013208,7050
September 201330,8760
August 201343,2130
July 201343,1760
June 2013103,2150
May 201340,891,8610
April 2013772,3730
March 2013272,3250
February 201340,803,1980
January 201300

There have been 145,897,141 shares sold, and there have been zero shares purchased by insiders since January 2013.


Nielsen Holdings reported the first-quarter financial results on April 24 with the following highlights:

Revenue$1.5 billion
Net income$58 million
Cash$301 million
Debt$6.6 billion

The four insiders sold their shares after these results.

(click to enlarge)

(Source: Earnings presentation)


Nielsen Holdings' 2014 guidance is as follows:

Revenue growth11.5%-13.5%
Adjusted net income$2.45-$2.55 per share

(click to enlarge)

(Source: Earnings presentation)


Nielsen Holdings' competitors include Rentrak (NASDAQ:RENT). Here is a table comparing these two companies.

Market Cap:17.75B694.47M
Qtrly Rev Growth (yoy):0.130.27
Gross Margin:0.580.46
Operating Margin:0.180.10
Net Income:470.00M-4.20M
PEG (5 yr expected):1.11-3.43

Nielsen Holdings is not growing as fast as Rentrak. In Rentrak, there have been 30,199 shares sold, and there have been 4,000 shares purchased by insiders this year. Only Nielsen Holdings has seen intensive insider selling during the last 30 days.


There have been four different insiders selling Nielsen Holdings, and there have not been any insiders buying Nielsen Holdings during the last 30 days. Three of these four insiders decreased their holdings by more than 10%. Nielsen Holdings has an insider ownership of 42.03%.

Before going short Nielsen Holdings, I would like to get a bearish confirmation from the Point & Figure chart. The main reason for the proposed short entry is the intensive insider-selling activity.

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.