My Personal CFO LLC Invests $2.89 Million in Stagwell Inc. $STGW

My Personal CFO LLC acquired a new stake in shares of Stagwell Inc. (NASDAQ:STGW) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 590,882 shares of the company’s stock, valued at approximately $2,889,000. Stagwell comprises approximately 1.2% of My Personal CFO LLC’s investment portfolio, making the stock its 21st largest position. My Personal CFO LLC owned approximately 0.23% of Stagwell as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Diversify Wealth Management LLC bought a new stake in Stagwell in the 2nd quarter worth approximately $7,875,000. Hotchkis & Wiley Capital Management LLC boosted its stake in shares of Stagwell by 4.6% in the 3rd quarter. Hotchkis & Wiley Capital Management LLC now owns 21,034,577 shares of the company’s stock worth $118,425,000 after buying an additional 920,431 shares during the last quarter. JPMorgan Chase & Co. boosted its stake in shares of Stagwell by 59.0% in the 3rd quarter. JPMorgan Chase & Co. now owns 1,736,644 shares of the company’s stock worth $9,777,000 after buying an additional 644,654 shares during the last quarter. Geode Capital Management LLC grew its holdings in shares of Stagwell by 23.6% in the second quarter. Geode Capital Management LLC now owns 2,852,617 shares of the company’s stock worth $12,838,000 after acquiring an additional 544,464 shares during the period. Finally, Dimensional Fund Advisors LP grew its holdings in shares of Stagwell by 17.0% in the third quarter. Dimensional Fund Advisors LP now owns 3,241,987 shares of the company’s stock worth $18,249,000 after acquiring an additional 471,017 shares during the period. Institutional investors own 35.61% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have issued reports on the company. Rosenblatt Securities reissued a “buy” rating and issued a $9.00 target price on shares of Stagwell in a research report on Wednesday, March 11th. B. Riley Financial lowered their price objective on shares of Stagwell from $9.00 to $7.00 and set a “buy” rating on the stock in a research note on Friday, March 6th. Wall Street Zen raised shares of Stagwell from a “hold” rating to a “buy” rating in a report on Saturday, March 21st. Craig Hallum set a $8.00 target price on shares of Stagwell and gave the company a “buy” rating in a research report on Wednesday, March 11th. Finally, Zacks Research downgraded shares of Stagwell from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 30th. Five analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $7.96.

Stagwell Stock Performance

Shares of STGW opened at $6.29 on Wednesday. The business has a 50-day simple moving average of $5.61 and a two-hundred day simple moving average of $5.39. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 1.71. Stagwell Inc. has a 52 week low of $4.03 and a 52 week high of $7.16. The stock has a market cap of $1.59 billion, a price-to-earnings ratio of 78.63 and a beta of 1.71.

Stagwell (NASDAQ:STGW) last posted its quarterly earnings data on Tuesday, March 10th. The company reported $0.30 earnings per share for the quarter, beating analysts’ consensus estimates of $0.29 by $0.01. The firm had revenue of $807.44 million for the quarter, compared to analysts’ expectations of $813.48 million. Stagwell had a return on equity of 22.61% and a net margin of 1.00%.The business’s quarterly revenue was up 2.4% on a year-over-year basis. During the same period in the previous year, the firm earned $0.24 EPS. Stagwell has set its FY 2026 guidance at 0.980-1.120 EPS. On average, analysts expect that Stagwell Inc. will post 0.59 EPS for the current year.

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.