Stagwell (NASDAQ:STGW) Releases FY 2026 Earnings Guidance

Stagwell (NASDAQ:STGW) updated its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 1.030-1.170 for the period, compared to the consensus estimate of 1.010. The company issued revenue guidance of $3.0 billion-$3.1 billion, compared to the consensus revenue estimate of $3.2 billion.

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on STGW shares. Rosenblatt Securities reissued a “buy” rating and issued a $9.00 price target on shares of Stagwell in a research note on Tuesday, May 5th. Needham & Company LLC raised their price objective on shares of Stagwell from $8.00 to $10.00 and gave the company a “buy” rating in a research report on Thursday. Zacks Research upgraded shares of Stagwell from a “strong sell” rating to a “hold” rating in a research report on Friday, June 5th. Wall Street Zen cut Stagwell from a “strong-buy” rating to a “buy” rating in a research note on Saturday, May 2nd. Finally, Weiss Ratings downgraded Stagwell from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Monday, May 4th. Four investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Stagwell presently has an average rating of “Hold” and a consensus price target of $8.20.

Stagwell Price Performance

STGW traded up $0.41 during midday trading on Thursday, hitting $8.49. The stock had a trading volume of 1,498,487 shares, compared to its average volume of 1,667,326. Stagwell has a 1 year low of $4.28 and a 1 year high of $8.50. The company has a debt-to-equity ratio of 1.99, a quick ratio of 0.83 and a current ratio of 0.83. The business has a fifty day moving average of $7.15 and a 200 day moving average of $6.40. The company has a market cap of $2.10 billion, a P/E ratio of 121.29 and a beta of 1.26.

Stagwell (NASDAQ:STGW) last posted its quarterly earnings results on Thursday, April 30th. The company reported $0.17 EPS for the quarter, missing the consensus estimate of $0.18 by ($0.01). Stagwell had a return on equity of 24.12% and a net margin of 0.64%.The business had revenue of $704.14 million for the quarter, compared to analysts’ expectations of $700.48 million. During the same period last year, the business posted $0.12 earnings per share. The company’s revenue was up 8.0% compared to the same quarter last year. As a group, equities analysts forecast that Stagwell will post 0.86 earnings per share for the current fiscal year.

Insider Buying and Selling at Stagwell

In related news, CEO Mark Jeffery Penn bought 20,000 shares of the stock in a transaction dated Wednesday, May 13th. The stock was bought at an average price of $5.88 per share, with a total value of $117,600.00. Following the purchase, the chief executive officer owned 23,034,990 shares in the company, valued at approximately $135,445,741.20. The trade was a 0.09% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Bradley J. Gross sold 2,163,790 shares of the stock in a transaction dated Monday, May 4th. The shares were sold at an average price of $6.04, for a total value of $13,069,291.60. Following the sale, the director owned 8,789 shares of the company’s stock, valued at $53,085.56. This represents a 99.60% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 11.20% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in STGW. First Trust Advisors LP boosted its position in Stagwell by 120.0% during the 4th quarter. First Trust Advisors LP now owns 440,153 shares of the company’s stock valued at $2,152,000 after buying an additional 240,093 shares during the period. Bank of America Corp DE grew its holdings in Stagwell by 44.3% in the 2nd quarter. Bank of America Corp DE now owns 481,056 shares of the company’s stock worth $2,165,000 after acquiring an additional 147,730 shares during the last quarter. National Bank of Canada FI increased its position in shares of Stagwell by 2.5% in the third quarter. National Bank of Canada FI now owns 417,559 shares of the company’s stock valued at $2,351,000 after acquiring an additional 10,087 shares during the period. AQR Capital Management LLC increased its position in shares of Stagwell by 255.4% in the fourth quarter. AQR Capital Management LLC now owns 946,033 shares of the company’s stock valued at $4,626,000 after acquiring an additional 679,874 shares during the period. Finally, XTX Topco Ltd raised its stake in shares of Stagwell by 154.9% during the fourth quarter. XTX Topco Ltd now owns 276,843 shares of the company’s stock valued at $1,354,000 after acquiring an additional 168,241 shares during the last quarter. Institutional investors own 35.61% of the company’s stock.

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.