Kestra Private Wealth Services LLC Purchases New Holdings in Stagwell Inc. $STGW

Kestra Private Wealth Services LLC acquired a new stake in shares of Stagwell Inc. (NASDAQ:STGW) in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 134,426 shares of the company’s stock, valued at approximately $846,000.

Several other hedge funds and other institutional investors also recently bought and sold shares of the business. Hotchkis & Wiley Capital Management LLC boosted its stake in shares of Stagwell by 4.6% during the 3rd quarter. Hotchkis & Wiley Capital Management LLC now owns 21,034,577 shares of the company’s stock valued at $118,425,000 after buying an additional 920,431 shares during the last quarter. Dimensional Fund Advisors LP raised its holdings in Stagwell by 26.8% in the fourth quarter. Dimensional Fund Advisors LP now owns 4,111,549 shares of the company’s stock valued at $20,107,000 after acquiring an additional 869,562 shares in the last quarter. UBS Group AG boosted its stake in Stagwell by 10.8% during the 3rd quarter. UBS Group AG now owns 2,851,083 shares of the company’s stock valued at $16,052,000 after acquiring an additional 277,637 shares during the last quarter. JPMorgan Chase & Co. grew its holdings in Stagwell by 54.1% during the 4th quarter. JPMorgan Chase & Co. now owns 2,676,532 shares of the company’s stock worth $13,088,000 after acquiring an additional 939,888 shares in the last quarter. Finally, State Street Corp grew its holdings in Stagwell by 3.3% during the 4th quarter. State Street Corp now owns 2,299,100 shares of the company’s stock worth $11,243,000 after acquiring an additional 73,817 shares in the last quarter. 35.61% of the stock is currently owned by hedge funds and other institutional investors.

Stagwell Stock Up 2.0%

Shares of Stagwell stock opened at $7.58 on Thursday. Stagwell Inc. has a twelve month low of $4.28 and a twelve month high of $7.73. The stock has a market capitalization of $1.88 billion, a price-to-earnings ratio of 108.29 and a beta of 1.26. The company has a current ratio of 0.83, a quick ratio of 0.83 and a debt-to-equity ratio of 1.99. The business’s 50 day simple moving average is $6.66 and its 200-day simple moving average is $6.02.

Stagwell (NASDAQ:STGW) last issued its quarterly earnings data on Thursday, April 30th. The company reported $0.17 EPS for the quarter, missing analysts’ consensus estimates of $0.18 by ($0.01). The company had revenue of $704.14 million for the quarter, compared to the consensus estimate of $700.48 million. Stagwell had a return on equity of 24.12% and a net margin of 0.64%.Stagwell’s quarterly revenue was up 8.0% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.12 earnings per share. Stagwell has set its FY 2026 guidance at 0.980-1.120 EPS. Equities research analysts forecast that Stagwell Inc. will post 0.86 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on STGW shares. Wall Street Zen lowered shares of Stagwell from a “strong-buy” rating to a “buy” rating in a research note on Saturday, May 2nd. Rosenblatt Securities reissued a “buy” rating and issued a $9.00 price objective on shares of Stagwell in a report on Tuesday, May 5th. Craig Hallum set a $8.00 price objective on Stagwell and gave the company a “buy” rating in a research note on Wednesday, March 11th. Zacks Research raised Stagwell from a “strong sell” rating to a “hold” rating in a report on Friday, June 5th. Finally, Needham & Company LLC increased their target price on Stagwell from $7.25 to $8.00 and gave the stock a “buy” rating in a report on Monday. Four analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $7.80.

Insider Buying and Selling

In related news, CEO Mark Jeffery Penn bought 20,000 shares of the firm’s stock in a transaction that occurred on Wednesday, May 13th. The stock was purchased at an average price of $5.88 per share, for a total transaction of $117,600.00. Following the transaction, the chief executive officer directly owned 23,034,990 shares of the company’s stock, valued at approximately $135,445,741.20. This represents a 0.09% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Bradley J. Gross sold 2,163,790 shares of the firm’s 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 in the company, valued at $53,085.56. This represents a 99.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 11.20% of the company’s stock.

Stagwell 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.