Vanguard Group Inc. Lowers Stock Position in OUTFRONT Media Inc. $OUT

Vanguard Group Inc. cut its stake in shares of OUTFRONT Media Inc. (NYSE:OUT) by 0.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 21,522,945 shares of the financial services provider’s stock after selling 32,641 shares during the quarter. Vanguard Group Inc. owned 12.87% of OUTFRONT Media worth $394,300,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently made changes to their positions in the stock. Private Trust Co. NA bought a new stake in shares of OUTFRONT Media during the 3rd quarter worth $33,000. Rossby Financial LCC increased its stake in OUTFRONT Media by 42.4% in the second quarter. Rossby Financial LCC now owns 6,953 shares of the financial services provider’s stock valued at $113,000 after acquiring an additional 2,071 shares during the last quarter. State of Wyoming raised its position in OUTFRONT Media by 155.5% during the second quarter. State of Wyoming now owns 7,973 shares of the financial services provider’s stock valued at $130,000 after purchasing an additional 4,853 shares in the last quarter. Osaic Holdings Inc. lifted its stake in OUTFRONT Media by 45.4% during the second quarter. Osaic Holdings Inc. now owns 9,126 shares of the financial services provider’s stock worth $149,000 after purchasing an additional 2,851 shares during the last quarter. Finally, CWM LLC boosted its holdings in shares of OUTFRONT Media by 8.3% in the 3rd quarter. CWM LLC now owns 8,229 shares of the financial services provider’s stock worth $151,000 after purchasing an additional 631 shares in the last quarter.

OUTFRONT Media Stock Up 6.5%

Shares of NYSE OUT opened at $28.60 on Friday. The firm’s fifty day moving average is $24.98 and its 200 day moving average is $21.52. OUTFRONT Media Inc. has a 52 week low of $12.95 and a 52 week high of $28.67. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 4.75. The company has a market cap of $4.78 billion, a price-to-earnings ratio of 35.75, a PEG ratio of 1.34 and a beta of 1.56.

OUTFRONT Media (NYSE:OUT) last announced its quarterly earnings results on Wednesday, February 25th. The financial services provider reported $0.55 earnings per share for the quarter, missing the consensus estimate of $0.71 by ($0.16). The firm had revenue of $513.30 million for the quarter, compared to analysts’ expectations of $511.61 million. OUTFRONT Media had a net margin of 8.03% and a return on equity of 26.68%. On average, equities research analysts expect that OUTFRONT Media Inc. will post 1.59 earnings per share for the current year.

OUTFRONT Media Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Friday, March 6th will be paid a $0.30 dividend. The ex-dividend date of this dividend is Friday, March 6th. This represents a $1.20 annualized dividend and a dividend yield of 4.2%. OUTFRONT Media’s dividend payout ratio (DPR) is presently 150.00%.

Insider Activity

In related news, Director Manuel A. Diaz sold 11,271 shares of the business’s stock in a transaction dated Wednesday, January 21st. The stock was sold at an average price of $24.49, for a total transaction of $276,026.79. Following the transaction, the director owned 47,515 shares in the company, valued at $1,163,642.35. The trade was a 19.17% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.47% of the stock is owned by insiders.

Analysts Set New Price Targets

A number of equities analysts recently weighed in on OUT shares. New Street Research set a $24.00 price objective on OUTFRONT Media in a report on Tuesday, November 11th. Barrington Research reiterated an “outperform” rating and set a $21.00 price target on shares of OUTFRONT Media in a research report on Friday, November 7th. Zacks Research raised shares of OUTFRONT Media from a “hold” rating to a “strong-buy” rating in a research note on Monday, January 26th. Wall Street Zen raised shares of OUTFRONT Media from a “hold” rating to a “buy” rating in a research note on Saturday, November 15th. Finally, Wells Fargo & Company reaffirmed an “overweight” rating and set a $27.00 target price (up from $23.00) on shares of OUTFRONT Media in a report on Thursday, December 18th. One research analyst has rated the stock with a Strong Buy rating and six have given a Buy rating to the company. According to MarketBeat, the company has a consensus rating of “Buy” and a consensus target price of $25.71.

Key Stories Impacting OUTFRONT Media

Here are the key news stories impacting OUTFRONT Media this week:

• Positive Sentiment: Q4 results and outlook: OUT beat consensus EPS and revenue, reported AFFO of $129.5M and management guided to double‑digit AFFO growth in 2026 — signs of accelerating revenue and margin momentum that support higher valuation. Read More.
• Positive Sentiment: Analyst upgrade/target increase: TD Cowen raised its price target from $24 to $32 and set a “buy” rating, signaling increased analyst confidence and providing upside to current levels. Read More.
• Positive Sentiment: Strategic partnership and investment: OUTFRONT entered an exclusive multi‑year commercial partnership with AdQuick and agreed to invest up to $20M, improving planning/buying capabilities for out‑of‑home (OOH) and accelerating digital measurement/monetization. Read More.
• Positive Sentiment: Shareholder return: Board declared a $0.30 quarterly dividend (≈4.2% yield), reinforcing income appeal for yield‑seeking investors. Ex‑dividend date set for March 6. Read More.
• Neutral Sentiment: Additional analysis and color: Earnings call transcript and analyst writeups highlight digital OOH momentum and transit recovery but suggest watching key metrics versus estimates for sustainability. Read More.
• Negative Sentiment: Balance sheet and valuation risks: OUT carries high financial leverage (debt/equity ~4.75) and liquidity ratios below 1.0 (quick/current ~0.79), and trades at a relatively elevated P/E (~35.8); these factors increase sensitivity to interest rates and demand shocks despite strong operating momentum.

OUTFRONT Media 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.