Alta Fox Capital Management LLC Has $9.79 Million Stock Holdings in Integral Ad Science Holding Corp. $IAS

Key Points

• Alta Fox Capital Management LLC significantly increased its holdings in Integral Ad Science Holding Corp. by 20,831.9%, acquiring over 1.2 million shares, which now represents approximately 3.9% of its total portfolio.
• Institutional ownership is high, with 95.78% of shares held by institutional investors and hedge funds, indicating strong interest in the company from large financial players.
• Integral Ad Science recently reported earnings that outperformed expectations, showing a net margin of 9.79% and revenue of $149.20 million, surpassing analyst projections.

Alta Fox Capital Management LLC increased its position in shares of Integral Ad Science Holding Corp. (NASDAQ:IAS - Free Report) by 20,831.9% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,214,053 shares of the company's stock after acquiring an additional 1,208,253 shares during the period. Integral Ad Science comprises 3.9% of Alta Fox Capital Management LLC's investment portfolio, making the stock its 7th biggest position. Alta Fox Capital Management LLC owned approximately 0.74% of Integral Ad Science worth $9,785,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of IAS. DekaBank Deutsche Girozentrale purchased a new stake in Integral Ad Science during the 1st quarter worth about $42,000. State of Wyoming purchased a new position in Integral Ad Science in the fourth quarter valued at approximately $51,000. Virtu Financial LLC purchased a new position in Integral Ad Science in the first quarter valued at approximately $87,000. AlphaQuest LLC purchased a new position in Integral Ad Science in the first quarter valued at approximately $93,000. Finally, Teacher Retirement System of Texas purchased a new position in Integral Ad Science in the first quarter valued at approximately $96,000. Hedge funds and other institutional investors own 95.78% of the company's stock.

Analyst Ratings Changes

IAS has been the topic of a number of research reports. Raymond James Financial dropped their price target on Integral Ad Science from $13.00 to $11.00 and set an "outperform" rating on the stock in a research note on Friday, August 8th. Wall Street Zen raised Integral Ad Science from a "hold" rating to a "buy" rating in a research report on Sunday, August 10th. Stifel Nicolaus increased their price objective on Integral Ad Science from $13.00 to $14.00 and gave the stock a "buy" rating in a research report on Tuesday, July 22nd. Finally, Barclays raised their price target on Integral Ad Science from $9.00 to $10.00 and gave the company an "equal weight" rating in a report on Friday, August 8th. Six research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average price target of $13.55.

Insiders Place Their Bets

In related news, CEO Lisa Utzschneider sold 14,904 shares of Integral Ad Science stock in a transaction on Tuesday, July 8th. The stock was sold at an average price of $8.31, for a total value of $123,852.24. Following the transaction, the chief executive officer owned 379,316 shares in the company, valued at approximately $3,152,115.96. This trade represents a 3.78% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders sold a total of 35,073 shares of company stock valued at $289,641 in the last 90 days. 2.00% of the stock is currently owned by company insiders.

Integral Ad Science Stock Performance

IAS stock traded down $0.02 during midday trading on Friday, hitting $8.72. 916,161 shares of the stock were exchanged, compared to its average volume of 879,052. The stock's 50-day moving average price is $8.54 and its 200-day moving average price is $8.30. The stock has a market cap of $1.45 billion, a price-to-earnings ratio of 25.65, a PEG ratio of 1.27 and a beta of 1.57. Integral Ad Science Holding Corp. has a fifty-two week low of $6.26 and a fifty-two week high of $13.62.

Integral Ad Science (NASDAQ:IAS - Get Free Report) last released its quarterly earnings results on Thursday, August 7th. The company reported $0.07 earnings per share for the quarter, topping the consensus estimate of $0.04 by $0.03. The company had revenue of $149.20 million during the quarter, compared to the consensus estimate of $143.02 million. Integral Ad Science had a return on equity of 5.00% and a net margin of 9.79%. Integral Ad Science has set its Q3 2025 guidance at EPS. FY 2025 guidance at EPS. Research analysts anticipate that Integral Ad Science Holding Corp. will post 0.26 EPS for the current year.

Integral Ad Science Profile

Integral Ad Science Holding Corp. operates as a digital advertising verification company in the United States, the United Kingdom, France, Ireland, Germany, Italy, Singapore, Australia, Japan, India, and the Nordics. The company provides IAS Signal, a cloud-based technology platform that offers return on ad spend needs; and deliver independent measurement and verification of digital advertising across devices, channels, and formats, including desktop, mobile, connected TV, social, display, and video.