Kanen Wealth Management LLC Makes New $497,000 Investment in Stagwell Inc. $STGW

Kanen Wealth Management LLC purchased a new stake in Stagwell Inc. (NASDAQ:STGW) in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 78,988 shares of the company’s stock, valued at approximately $497,000.

Several other institutional investors have also made changes to their positions in STGW. Hotchkis & Wiley Capital Management LLC grew its position in Stagwell by 4.6% during the third 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 in the last quarter. Dimensional Fund Advisors LP increased its stake in Stagwell by 22.5% during the 1st quarter. Dimensional Fund Advisors LP now owns 5,035,320 shares of the company’s stock worth $31,671,000 after acquiring an additional 923,771 shares during the period. UBS Group AG raised its holdings in Stagwell by 10.8% in 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 in the last quarter. JPMorgan Chase & Co. raised its holdings in Stagwell by 54.1% in the 4th quarter. JPMorgan Chase & Co. now owns 2,676,532 shares of the company’s stock valued at $13,088,000 after acquiring an additional 939,888 shares in the last quarter. Finally, State Street Corp lifted its position in shares of Stagwell by 3.3% during the 4th quarter. State Street Corp now owns 2,299,100 shares of the company’s stock valued at $11,243,000 after acquiring an additional 73,817 shares during the period. 35.61% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In related news, CEO Mark Jeffery Penn bought 20,000 shares of the firm’s stock in a transaction on Wednesday, May 13th. The shares were purchased at an average price of $5.88 per share, with a total value of $117,600.00. Following the completion of the purchase, the chief executive officer owned 23,034,990 shares in the company, valued at $135,445,741.20. This represents a 0.09% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available through this link. Also, Director Bradley J. Gross sold 2,163,790 shares of the company’s stock in a transaction on Monday, May 4th. The stock was 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 of the company’s stock, valued at $53,085.56. This trade represents a 99.60% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 11.20% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on STGW shares. Weiss Ratings lowered Stagwell from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday, May 4th. Wall Street Zen downgraded Stagwell from a “strong-buy” rating to a “buy” rating in a research note on Saturday, May 2nd. Rosenblatt Securities reaffirmed a “buy” rating and set a $9.00 price objective on shares of Stagwell in a research report on Tuesday, May 5th. Needham & Company LLC raised their target price on shares of Stagwell from $7.25 to $8.00 and gave the company a “buy” rating in a report on Monday, June 29th. Finally, Zacks Research upgraded shares of Stagwell from a “strong sell” rating to a “hold” rating in a research report on Friday, June 5th. Four research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $7.80.

Stagwell Stock Up 3.1%

Shares of NASDAQ STGW opened at $7.97 on Wednesday. The stock has a 50-day moving average price of $7.07 and a two-hundred day moving average price of $6.35. Stagwell Inc. has a 12 month low of $4.28 and a 12 month high of $8.07. 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 company has a market cap of $1.98 billion, a price-to-earnings ratio of 113.86 and a beta of 1.26.

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