OUTFRONT Media (NYSE:OUT) Releases Quarterly Earnings Results, Beats Estimates By $0.02 EPS

OUTFRONT Media (NYSE:OUT) released its earnings results on Wednesday. The financial services provider reported $0.73 EPS for the quarter, topping analysts’ consensus estimates of $0.71 by $0.02, Zacks reports. OUTFRONT Media had a return on equity of 21.56% and a net margin of 6.86%.

Here are the key takeaways from OUTFRONT Media’s conference call:

• Consolidated Q4 results showed continued momentum with revenues up 4.1%, adjusted OIBDA up 12% to $174M, and AFFO up 8% to $130M, driven by strong transit performance and digital growth.
• New York MTA was a major growth driver (MTA up ~20% in the year and transit digital +37% in Q4); management says incremental MTA revenue is highly accretive even as franchise expense steps up ~3% to ~$161M (includes an $11.7M deferred payment).
• Company is pursuing a technology-led modernization — sales reorganization plus investments in Salesforce, AWS, and an exclusive commercial arrangement with AdQuick — intended to simplify planning/buying and unlock SMB/mid‑market and enterprise demand.
• OUTFRONT exited two large, marginally profitable billboard contracts (NY and L.A.), which pressured comparable billboard revenue but helped margins (billboard adjusted OIBDA margin rose ~120 bps to 41.5%); a separate Q1 condemnation will add about $10M of one‑time billboard revenue.
• 2026 outlook is constructive — management expects Q1 revenue acceleration (reported high‑single digits) and AFFO growth “comfortably in the double‑digit range”, with ~ $90M CapEx ( $30M–$35M maintenance), net leverage at ~4.7x, and the dividend maintained at $0.30.

OUTFRONT Media Price Performance

NYSE OUT traded up $0.50 during trading hours on Wednesday, reaching $26.84. The company’s stock had a trading volume of 2,163,305 shares, compared to its average volume of 1,323,973. The firm has a market capitalization of $4.49 billion, a price-to-earnings ratio of 39.46, a P/E/G ratio of 1.30 and a beta of 1.56. The company’s 50-day moving average is $24.84 and its two-hundred day moving average is $21.44. The company has a debt-to-equity ratio of 4.75, a current ratio of 0.79 and a quick ratio of 0.79. OUTFRONT Media has a 1-year low of $12.95 and a 1-year high of $27.04.

Insider Buying and Selling

In other news, Director Manuel A. Diaz sold 11,271 shares of the business’s stock in a transaction that occurred on Wednesday, January 21st. The stock was sold at an average price of $24.49, for a total value of $276,026.79. Following the completion of the sale, the director directly owned 47,515 shares in the company, valued at $1,163,642.35. The trade was a 19.17% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Insiders own 0.47% of the company’s stock.

Institutional Investors Weigh In On OUTFRONT Media

Institutional investors have recently added to or reduced their stakes in the stock. Maryland State Retirement & Pension System raised its position in OUTFRONT Media by 2.2% during the fourth quarter. Maryland State Retirement & Pension System now owns 21,383 shares of the financial services provider’s stock worth $515,000 after acquiring an additional 468 shares during the period. The Manufacturers Life Insurance Company grew its position in shares of OUTFRONT Media by 0.9% in the fourth quarter. The Manufacturers Life Insurance Company now owns 66,620 shares of the financial services provider’s stock valued at $1,606,000 after purchasing an additional 596 shares during the period. Xponance LLC increased its stake in shares of OUTFRONT Media by 6.9% during the fourth quarter. Xponance LLC now owns 11,732 shares of the financial services provider’s stock worth $283,000 after purchasing an additional 758 shares in the last quarter. Cetera Investment Advisers raised its position in shares of OUTFRONT Media by 2.3% during the 4th quarter. Cetera Investment Advisers now owns 40,928 shares of the financial services provider’s stock worth $986,000 after purchasing an additional 930 shares during the last quarter. Finally, Corient Private Wealth LLC raised its position in shares of OUTFRONT Media by 0.8% during the 2nd quarter. Corient Private Wealth LLC now owns 122,290 shares of the financial services provider’s stock worth $1,996,000 after purchasing an additional 962 shares during the last quarter.

Wall Street Analyst Weigh In

Several analysts have recently commented on OUT shares. Citigroup reiterated a “buy” rating and issued a $23.00 price objective (up from $20.00) on shares of OUTFRONT Media in a research note on Wednesday, November 12th. Zacks Research upgraded OUTFRONT Media from a “hold” rating to a “strong-buy” rating in a research note on Monday, January 26th. Barrington Research restated an “outperform” rating and issued a $21.00 target price on shares of OUTFRONT Media in a research note on Friday, November 7th. Wall Street Zen upgraded OUTFRONT Media from a “hold” rating to a “buy” rating in a research report on Saturday, November 15th. Finally, Morgan Stanley raised OUTFRONT Media from an “equal weight” rating to an “overweight” rating and boosted their price target for the company from $20.00 to $28.00 in a report on Tuesday, December 16th. One equities research analyst has rated the stock with a Strong Buy rating and six have issued a Buy rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Buy” and an average target price of $24.57.

OUTFRONT Media Company Profile

OUTFRONT Media Inc is a leading out-of-home (OOH) advertising company offering a broad range of billboard, transit and digital display solutions across major urban markets in the United States and Canada. Its portfolio encompasses traditional static billboards, high-resolution digital signage, transit media on buses, trains and taxis, as well as street furniture placements such as bus shelters, kiosks and urban panels. The company partners with brand marketers to deliver high-impact campaigns that engage consumers outside the home environment.

Through an extensive network of assets in key metropolitan areas, OUTFRONT provides advertisers with premium visibility along highways, city streets and transit corridors.