Stagwell (NASDAQ:STGW) Issues FY 2026 Earnings Guidance

Stagwell (NASDAQ:STGW) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 0.980-1.120 for the period, compared to the consensus EPS estimate of 1.010. The company issued revenue guidance of -, compared to the consensus revenue estimate of $3.2 billion.

Analyst Ratings Changes

A number of equities research analysts recently commented on the company. Wall Street Zen lowered Stagwell from a “strong-buy” rating to a “buy” rating in a research report on Saturday. Zacks Research lowered Stagwell from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 30th. B. Riley Financial decreased their price target on Stagwell from $9.00 to $7.00 and set a “buy” rating on the stock in a research report on Friday, March 6th. Craig Hallum set a $8.00 price target on Stagwell and gave the stock a “buy” rating in a research report on Wednesday, March 11th. Finally, Rosenblatt Securities restated a “buy” rating and set a $9.00 price target on shares of Stagwell in a research report on Wednesday, March 11th. Five equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $7.96.

Stagwell Stock Up 1.4%

Shares of STGW opened at $6.36 on Friday. The firm has a market capitalization of $1.61 billion, a price-to-earnings ratio of 79.44 and a beta of 1.28. The company has a debt-to-equity ratio of 1.71, a quick ratio of 0.79 and a current ratio of 0.79. The business’s fifty day moving average price is $6.06 and its two-hundred day moving average price is $5.58. Stagwell has a 52 week low of $4.03 and a 52 week high of $7.52.

Stagwell (NASDAQ:STGW) last announced 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 firm had revenue of $704.14 million during the quarter, compared to the consensus estimate of $700.48 million. Stagwell had a net margin of 0.64% and a return on equity of 23.73%. The firm’s quarterly revenue was up 8.0% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.12 earnings per share. Stagwell has set its FY 2026 guidance at 0.980-1.120 EPS. On average, analysts predict that Stagwell will post 0.88 earnings per share for the current year.

Trending Headlines about Stagwell

Here are the key news stories impacting Stagwell this week:

• Positive Sentiment: Adjusted results and revenue growth — Stagwell reported Q1 revenue of ~$704M (up ~8% YoY), adjusted EPS of $0.17 (up ~31% YoY) and adjusted EBITDA of $90M (up 9%), showing improved operating performance. Stagwell Inc. (Nasdaq: STGW) Reports Results for the Three Months Ended March 31, 2026
• Positive Sentiment: Strong commercial traction — record net new business of $141M in Q1 and LTM net new business of $486M, supporting revenue runoff and future growth. Q1 results and net new business
• Positive Sentiment: Digital transformation growth — digital transformation net revenue was $97M (+9% YoY) with a two‑year growth stack of ~26%, highlighting higher‑margin, strategic revenue growth. Digital transformation metrics
• Positive Sentiment: Product/tech integration move — Stagwell announced a unified technology infrastructure intended to improve service delivery and margins, which may support longer‑term efficiency and cross‑sell. Stagwell Announces Unified Technology Infrastructure
• Neutral Sentiment: FY26 guidance reiterated — management set FY26 EPS guidance of $0.98–$1.12 (consensus ~$1.01), and reiterated revenue/EBITDA targets and free cash flow conversion goals; guidance is broadly in line with Street expectations but leaves room for range‑driven volatility. FY26 guidance and slide deck
• Negative Sentiment: Earnings miss vs. some estimates — reported EPS of $0.17 missed the Zacks/consensus figure of $0.18 by $0.01, prompting near‑term selling pressure among precision‑focused traders. Stagwell Misses Q1 Earnings Estimates
• Negative Sentiment: GAAP loss and mixed headlines — the company reported a GAAP net loss of ~$13M and some outlets framed the quarter as a revenue or earnings miss, creating headline risk despite positive adjusted metrics. Stagwell earnings in-line but revenue misses estimates

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of STGW. Kestra Advisory Services LLC bought a new position in Stagwell in the 4th quarter valued at $26,000. Tower Research Capital LLC TRC boosted its position in Stagwell by 311.8% in the 2nd quarter. Tower Research Capital LLC TRC now owns 10,790 shares of the company’s stock valued at $49,000 after buying an additional 8,170 shares during the last quarter. Inceptionr LLC bought a new position in shares of Stagwell in the 4th quarter worth $50,000. CIBC Asset Management Inc acquired a new stake in shares of Stagwell during the fourth quarter worth $53,000. Finally, CIBC Bancorp USA Inc. acquired a new stake in shares of Stagwell during the third quarter worth $69,000. 35.61% of the stock is currently owned by institutional investors.

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.