Sunriver Management LLC Increases Position in Integral Ad Science Holding Corp. $IAS

Key Points

• Sunriver Management LLC has increased its stake in Integral Ad Science Holding Corp. by 12.0%, now owning 8,166,774 shares, which constitutes its largest investment at 8.1% of its portfolio.
• Integral Ad Science recently reported earnings of $0.07 per share, exceeding analyst expectations of $0.04, and had revenue of $149.20 million for the quarter.
• A number of institutional investors have shown interest in IAS, with 95.78% of the company's stock owned by such entities, highlighting strong institutional support.

Sunriver Management LLC lifted its position in Integral Ad Science Holding Corp. (NASDAQ:IAS - Free Report) by 12.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 8,166,774 shares of the company's stock after buying an additional 875,740 shares during the quarter. Integral Ad Science makes up 8.1% of Sunriver Management LLC's investment portfolio, making the stock its largest holding. Sunriver Management LLC owned approximately 4.99% of Integral Ad Science worth $65,824,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. GAMMA Investing LLC increased its stake in Integral Ad Science by 547.1% in the first quarter. GAMMA Investing LLC now owns 3,313 shares of the company's stock valued at $270,000 after purchasing an additional 2,801 shares during the period. State of Wyoming acquired a new stake in Integral Ad Science during the fourth quarter valued at approximately $51,000. DekaBank Deutsche Girozentrale bought a new position in shares of Integral Ad Science in the 1st quarter worth about $42,000. Alta Fox Capital Management LLC acquired a new position in Integral Ad Science during the 4th quarter valued at approximately $61,000. Finally, Virtu Financial LLC acquired a new stake in shares of Integral Ad Science in the 1st quarter worth about $87,000. Hedge funds and other institutional investors own 95.78% of the company's stock.

Insider Activity at Integral Ad Science

In other news, CEO Lisa Utzschneider sold 14,904 shares of the stock in a transaction on Tuesday, July 8th. The stock was sold at an average price of $8.31, for a total transaction of $123,852.24. Following the completion of the transaction, the chief executive officer owned 379,316 shares in the company, valued at approximately $3,152,115.96. This represents a 3.78% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Over the last 90 days, insiders sold 35,073 shares of company stock worth $289,641. 2.00% of the stock is owned by corporate insiders.

Integral Ad Science Stock Performance

Shares of NASDAQ:IAS traded down $0.14 during trading on Friday, reaching $9.01. The stock had a trading volume of 302,360 shares, compared to its average volume of 1,007,554. Integral Ad Science Holding Corp. has a 52 week low of $6.26 and a 52 week high of $13.62. The stock has a market cap of $1.50 billion, a price-to-earnings ratio of 26.49, a P/E/G ratio of 1.31 and a beta of 1.57. The firm's fifty day moving average is $8.44 and its 200 day moving average is $8.39.

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

Analyst Upgrades and Downgrades

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

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.