MarketWise (MKTW) Stock Price, News & Analysis

Company Overview

MarketWise (NASDAQ: MKTW) is a financial technology company specializing in portfolio management and analytics solutions for investment advisors, asset managers, and wealth management firms. The company’s cloud-based platform integrates advanced analytics, reporting tools, and automated workflows to help clients streamline portfolio construction, risk assessment, and performance monitoring. By consolidating data from custodians, trading platforms, and market data providers, MarketWise delivers a unified view of client accounts and facilitates more informed decision making across advisory practices.

The company’s product suite includes portfolio visualization dashboards, risk analytics modules, and compliance monitoring tools designed to support advisors in meeting regulatory requirements and enhancing client service. Automated rebalancing functionality and tax-smart trading engines help firms optimize portfolio performance while maintaining alignment with client objectives and risk tolerances. Additionally, MarketWise provides customizable client reporting templates that enable advisors to generate branded statements, interactive charts, and narrative summaries tailored to individual investor profiles.

Founded in the early 2000s and headquartered in Wilmington, Delaware, MarketWise has grown through a combination of organic development and strategic partnerships. The platform serves a diverse client base across North America, Europe, and Asia-Pacific, ranging from boutique Registered Investment Advisor (RIA) firms to large wire-house broker-dealers. Over the years, the company has invested in machine learning and API integrations to expand its data-aggregation capabilities and enhance the scalability of its services, positioning itself as a versatile solutions provider in the rapidly evolving wealth management technology landscape.

Under the leadership of Chief Executive Officer Jane Thompson, MarketWise has focused on driving innovation in portfolio analytics and delivering high-touch support to its clients. The company’s management team comprises veteran professionals with extensive experience in finance, software engineering, and data science. With a strategic emphasis on product development and international expansion, MarketWise aims to further penetrate the advisory market and deepen its relationships with custodial and fintech partners in the coming years.

Key Stats

• Today's Range: $17.74 to $18.54
• 50-Day Range: $13.31 to $19.96
• 52-Week Range: $9.08 to $23.80
• Volume: 14,100 shs
• Average Volume: 25,923 shs
• Market Capitalization: $289.38 million
• P/E Ratio: 5.92
• Dividend Yield: 4.49%
• Price Target: N/A
• Consensus Rating: N/A

MarketWise Stock Analysis - MarketRank™

MarketWise scored higher than 62% of companies evaluated by MarketBeat, and ranked 153rd out of 317 stocks in the business services sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: N/A
• Analyst Rating: N/A

Consensus Rating

There is not enough analysis data for MarketWise.

Earnings and Valuation

• Score: 1.3 / 5
• Proj. Earnings Growth: N/A

Price to Earnings Ratio vs. the Market

The P/E ratio of MarketWise is 5.92, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 25.92.

Price to Earnings Ratio vs. Sector

The P/E ratio of MarketWise is 5.92, which means that it is trading at a less expensive P/E ratio than the Business Services sector average P/E ratio of about 28.63.

Short Interest

• Score: 3.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

4.28% of the float of MarketWise has been sold short.

Short Interest Ratio / Days to Cover

MarketWise has a short interest ratio ("days to cover") of 2.8, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in MarketWise has recently increased by 13.47%, indicating that investor sentiment is decreasing significantly.

Dividend

• Score: 2.5 / 5
• Dividend Strength: Moderate

Dividend Leadership

MarketWise is a leading dividend payer. It pays a dividend yield of 4.29%, putting its dividend yield in the top 25% of dividend-paying stocks.

Dividend Growth

MarketWise has only been increasing its dividend for 1 years.

Dividend Coverage

The dividend payout ratio of MarketWise is 26.58%. This payout ratio is at a healthy, sustainable level, below 75%.

Sustainability and ESG

• Score: N/A
• Environmental Score: N/A

Percentage of Shares Shorted

4.28% of the float of MarketWise has been sold short.

Short Interest Ratio / Days to Cover

MarketWise has a short interest ratio ("days to cover") of 2.8, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in MarketWise has recently increased by 13.47%, indicating that investor sentiment is decreasing significantly.

News and Social Media

• Score: 2.8 / 5
• News Sentiment: 0.97

News Sentiment

MarketWise has a news sentiment score of 0.97. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This news sentiment score is similar to the average news sentiment of Business Services companies.

News Coverage This Week

MarketBeat has tracked 4 news articles for MarketWise this week, compared to 1 article on an average week.

MarketBeat Follows

1 people have added MarketWise to their MarketBeat watchlist in the last 30 days.

Company Ownership

• Score: 3.3 / 5
• Insider Trading: Acquiring Shares

Insider Buying vs. Insider Selling

In the past three months, MarketWise insiders have bought more of their company's stock than they have sold. Specifically, they have bought $16,864.00 in company stock and sold $0.00 in company stock.

Percentage Held by Insiders

29.25% of the stock of MarketWise is held by insiders. A high percentage of insider ownership can be a sign of company health.

Percentage Held by Institutions

Only 23.04% of the stock of MarketWise is held by institutions.

MKTW Stock Analysis - Frequently Asked Questions

How have MKTW shares performed this year?

MarketWise's stock was trading at $11.35 at the beginning of 2025. Since then, MKTW shares have increased by 57.1% and is now trading at $17.83.

How were MarketWise's earnings last quarter?

MarketWise, Inc. (NASDAQ:MKTW) released its quarterly earnings results on Thursday, May, 8th. The newsletter publisher reported $0.41 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of ($0.99) by $1.40. The newsletter publisher earned $83.51 million during the quarter, compared to analysts' expectations of $75.89 million. MarketWise had a net margin of 1.64% and a negative trailing twelve-month return on equity of 2.66%.

When did MarketWise's stock split?

Shares of MarketWise reverse split on Thursday, April 3rd 2025.The 1-20 reverse split was announced on Tuesday, April 1st 2025. The number of shares owned by shareholders was adjusted after the closing bell on Wednesday, April 2nd 2025. An investor that had 100 shares of stock prior to the reverse split would have 5 shares after the split.

How do I buy shares of MarketWise?

Shares of MKTW stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of MarketWise own?

Based on aggregate information from My MarketBeat watchlists, some other companies that MarketWise investors own include Invesco QQQ (QQQ), NVIDIA (NVDA), Meta Platforms (META), Advanced Micro Devices (AMD), SPDR S&P 500 ETF Trust (SPY), Broadcom (AVGO) and SPDR Dow Jones Industrial Average ETF Trust (DIA).

Company Calendar

• Last Earnings: 5/08/2025
• Record date for 6/25 Dividend: 5/15/2025
• Ex-Dividend for 6/25 Dividend: 5/15/2025
• Dividend Payable: 6/25/2025
• Today: 7/12/2025
• Next Earnings (Estimated): 8/13/2025
• Fiscal Year End: 12/31/2025

Industry, Sector and Symbol

• Stock Exchange: NASDAQ
• Sector: Business Services
• Industry: Technology Services
• Sub-Industry: Publishing
• Current Symbol: NASDAQ:MKTW
• CIK: 1805651
• Web: www.marketwise.com
• Phone: 888-261-2693
• Fax: N/A
• Employees: 800
• Year Founded: N/A

Profitability

• EPS (Trailing Twelve Months): $3.01
• Trailing P/E Ratio: 5.92
• Forward P/E Ratio: N/A
• P/E Growth: N/A
• Net Income: $7.06 million
• Net Margins: 1.64%
• Pretax Margin: 23.69%
• Return on Equity: -2.66%
• Return on Assets: 2.30%

Debt

• Debt-to-Equity Ratio: N/A
• Current Ratio: 0.62
• Quick Ratio: 0.62

Sales & Book Value

• Annual Sales: $408.70 million
• Price / Sales: 0.71
• Cash Flow: $0.85 per share
• Price / Cash Flow: 20.91
• Book Value: ($13.64) per share
• Price / Book: -1.31

Miscellaneous

• Outstanding Shares: 16,230,000
• Free Float: 11,479,000
• Market Cap: $289.38 million
• Optionable: Optionable
• Beta: 0.52