Insider Selling: Stagwell (NASDAQ:STGW) Director Sells 2,163,790 Shares of Stock

Key Points

• Insider sale: Director Bradley Gross sold 2,163,790 shares on May 4 at an average of $6.04 for roughly $13.07 million, reducing his ownership by 99.6% to 8,789 shares.
• Stock reaction and metrics: STGW jumped 5.1% to $6.64 on Tuesday with ~1.23M shares traded (vs. a 1.83M average); the company has a $1.68 billion market cap and a P/E of 94.86.
• Earnings and outlook: Stagwell missed Q1 EPS by $0.01 (reported $0.17) while revenue rose 8% to $704.1M, issued FY2026 EPS guidance of $0.98–$1.12, and carries a consensus analyst rating of "Hold" with an average target of $7.96.

Stagwell Inc. (NASDAQ:STGW - Get Free Report) Director Bradley Gross sold 2,163,790 shares of Stagwell stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $6.04, for a total transaction of $13,069,291.60. Following the transaction, the director owned 8,789 shares of the company's stock, valued at $53,085.56. The trade was a 99.60% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink.

Stagwell Stock Up 5.1%

Shares of STGW stock traded up $0.32 during trading hours on Tuesday, hitting $6.64. 1,225,637 shares of the company's stock traded hands, compared to its average volume of 1,830,784. The stock's fifty day simple moving average is $6.10 and its two-hundred day simple moving average is $5.60. Stagwell Inc. has a 12-month low of $4.03 and a 12-month high of $7.52. The stock has a market cap of $1.68 billion, a price-to-earnings ratio of 94.86 and a beta of 1.27. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 1.71.

Stagwell (NASDAQ:STGW - Get Free Report) last released its earnings results on Thursday, April 30th. The company reported $0.17 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.18 by ($0.01). Stagwell had a net margin of 0.64% and a return on equity of 23.73%. The business had revenue of $704.14 million for the quarter, compared to analysts' expectations of $700.48 million. During the same quarter in the previous year, the business posted $0.12 earnings per share. Stagwell's revenue for the quarter was up 8.0% on a year-over-year basis. Stagwell has set its FY 2026 guidance at 0.980-1.120 EPS. On average, analysts expect that Stagwell Inc. will post 0.88 EPS for the current year.

Institutional Investors Weigh In On Stagwell

A number of large investors have recently added to or reduced their stakes in STGW. JPMorgan Chase & Co. grew its position in Stagwell by 54.1% in the 4th quarter. JPMorgan Chase & Co. now owns 2,676,532 shares of the company's stock worth $13,088,000 after purchasing an additional 939,888 shares during the period. Hotchkis & Wiley Capital Management LLC grew its position in Stagwell by 4.6% in the 3rd quarter. Hotchkis & Wiley Capital Management LLC now owns 21,034,577 shares of the company's stock worth $118,425,000 after purchasing an additional 920,431 shares during the period. Dimensional Fund Advisors LP grew its position in Stagwell by 26.8% in the 4th quarter. Dimensional Fund Advisors LP now owns 4,111,549 shares of the company's stock worth $20,107,000 after purchasing an additional 869,562 shares during the period. AQR Capital Management LLC grew its position in Stagwell by 255.4% in the 4th quarter. AQR Capital Management LLC now owns 946,033 shares of the company's stock worth $4,626,000 after purchasing an additional 679,874 shares during the period. Finally, My Personal CFO LLC bought a new stake in Stagwell in the 4th quarter worth approximately $2,889,000. Institutional investors own 35.61% of the company's stock.

Analyst Upgrades and Downgrades

STGW has been the subject of several recent research reports. Weiss Ratings lowered shares of Stagwell from a "hold (c-)" rating to a "sell (d+)" rating in a report on Monday. Wall Street Zen downgraded shares of Stagwell from a "strong-buy" rating to a "buy" rating in a research report on Saturday. Zacks Research downgraded shares of Stagwell from a "strong-buy" rating to a "hold" rating in a research report on Friday, January 30th. B. Riley Financial reduced their price target on shares of Stagwell from $9.00 to $7.00 and set a "buy" rating for the company in a research report on Friday, March 6th. Finally, Craig Hallum set a $8.00 price target on shares of Stagwell and gave the company a "buy" rating in a research report on Wednesday, March 11th. Five investment analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, Stagwell presently has a consensus rating of "Hold" and an average target price of $7.96.

Stagwell Company Profile

Stagwell Inc is a modern marketing and communications network that partners with global organizations to drive brand growth through data-driven insights and creative solutions. The company operates a diversified portfolio of specialized agencies and technology platforms, offering services that span digital marketing, advertising, public relations, consumer and market research, social media strategy, and commerce consulting. By integrating research, creative, media, and technology under a unified network, Stagwell aims to deliver end-to-end marketing solutions tailored to the evolving needs of clients in sectors such as technology, healthcare, consumer goods, and financial services.

Founded in 2015 by long-time political strategist and pollster Mark Penn, Stagwell has expanded organically and through strategic acquisitions to build capabilities across the marketing value chain.

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