your badges 52W Range $4–$10 77% of range Analyst Rating BUY 14 analysts Price Target $10 +18% upside P/E -1.4 ROE 5.3% Net Profit Margin 0.53%

STGW Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $8.36
P/E -1.4
Revenue $2.91B
ROE 5.3%
Debt/Equity (MRQ) 2.2
52W Range $4–$10

STGW Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
range
bars

Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.

Stock splits 2
Ex-date Split Type
Nov. 29, 2013 3-for-2 Forward
May 31, 1996 1-for-6 Reverse

About Stagwell Inc. - Class A Common Stock Company overview from Wikipedia

05 · wikidata

MDC Partners Inc. is an advertising and marketing holding company based in New York City. MDC is structured as a partnership model, in which it initially acquires a majority stake in its partner agency, leaving a percentage of ownership with the founder. It has more than 50 partner firms worldwide. In August 2021, following the merger of The Stagwell Group with MDC Partners, Stagwell formed Stagwell Media Network, a group of multichannel agencies.

History

MDC Partners was founded as Multi Discipline Communications in 1980 in Toronto by Miles Nadal. The company held an IPO on October 16, 1987.

The company operated two divisions in the 1990s: Marketing and Communications and Secure Transaction Products, which included the production of checks, credit and debit cards, tickets, and stamps. Toward the end of the 1990s, MDC concentrated on growing its marketing and communications business. It continued to expand into the United States, surpassing CAD$1 billion in revenue in 2000 through acquisitions and organic growth.

In 2001, MDC formed its first partnership with the agency Crispin Porter + Bogusky.

In January 2004, the company changed its name to MDC Partners Inc.

In 2008, MDC became the first advertising company to build a capability designed for automated, or programmatic media trading, with the formation of Varick Media Management.

The company acquired Anomaly in 2010 and 72andSunny in 2011.

On July 21, 2015, Miles Nadal announced his resignation as CEO in response to an investigation by the U.S. Securities and Exchange Commission regarding executive pay and accounting practices. Nadal agreed to pay back $1.9 million in expenses and $10.6 million in salary and bonuses. He did not receive any severance or compensation for resigning. Chief accounting officer Michael Sabatino also announced his resignation and would reportedly repay $208,000 in bonuses. MDC's presiding director of the board, Scott Kauffman, succeeded Miles Nadal as chairman and CEO.

In December 2015, the company ranked 8th in Advertising Age’s global ranking of Agency Networks, by cumulative award wins. In June 2016, MDC announced the first acquisition under Kauffman of Swedish creative agency Forsman & Bodenfors, forming a strategic partnership with sister agency CP+B.

In April 2018, MDC acquired a 51% majority stake in digital creative agency Instrument for an undisclosed amount.

In March 2019, Mark Penn was named CEO of MDC Partners, and The Stagwell Group invested $100 million in the company.

Operations

Company overview

MDC Partners is a global advertising holding company that invests in agency partners in the areas of advertising, marketing, media management, technology, analytics and consumer insights, direct marketing, and strategic consulting. The company is headquartered in New York City and also operates a corporate office in Toronto, where it was founded. It earned approximately US$1.33 billion in revenue 2015.

MDC typically invests in creative and digital firms. Historically, it invested in agencies during times when similar companies have scaled back on acquisitions. While the company has mainly invested in North American small to mid-sized agencies, it extended onto new global markets in the 2010s. As of 2015, 9% of the company's revenue came from outside North America.

MDC does not generally acquire agencies outright, but instead partners with agency management by acquiring a 51 to 80 percent initial stake. Instead of integrating the firms, acquired agencies continue to manage their own day-to-day operations. MDC provides support to the agencies in which it has invested including business strategy and financial resources. It operates a Strategic Resources Group, which supports the development of partner agencies. In 2004, Adweek called the company an "anti-holding company".

Partner Companies

Major holdings include over 50 advertising and marketing firms:

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

sectorCommunication Services industryMedia employees10,951 countryUS

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$2.91B
2016-12-31 → 2025-12-31
EPS·
2016-12-31 → 2018-12-31
Free Cash Flow$247M
2016-12-31 → 2025-12-31
Net margin0.53%
2021-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend STGW 5Y avg Peer Median Verdict
P/E -1.45Y avg ≈-1.9 ≈-1.9 · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Annualized Payout≈$0.84Paid quarterly
Ex-dateAmountCurrencyYield
Aug 8, 2016$0.21USD≈6.2%
May 20, 2016$0.21USD≈5.1%
Mar 2, 2016$0.21USD≈4.0%
Nov 6, 2015$0.21USD≈4.2%
Aug 14, 2015$0.21USD≈4.2%
May 6, 2015$0.21USD≈3.8%
Mar 3, 2015$0.21USD≈2.9%
Nov 6, 2014$0.19USD≈3.7%
Jul 31, 2014$0.19USD≈4.0%
May 1, 2014$0.18USD≈2.7%
Feb 28, 2014$0.18USD≈2.8%
Nov 5, 2013$0.16USD≈3.1%
Aug 2, 2013$0.11USD≈3.0%
May 8, 2013$0.19USD≈3.2%
Dec 18, 2012$0.19USD≈6.8%
May 4, 2012$0.19USD≈7.1%
Feb 13, 2012$0.09USD≈4.1%
Oct 26, 2011$0.09USD≈3.3%
Aug 15, 2011$0.09USD≈3.5%
May 12, 2011$0.09USD≈3.1%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise 4.2%
Next Report Nov 04, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Jul 29, 2026 $0.25 $0.19 30.0%
March 31, 2026 $0.17 $0.17 -2.0%
Dec. 31, 2025 $0.30 $0.27 10.7%
Sept. 30, 2025 $0.24 $0.22 7.0%
June 30, 2025 $0.17 $0.17 2.3%
March 31, 2025 $0.12 $0.16 -23.0%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 14
Metric Trend 2025202420232022202120202019201820172016
Revenue $2.91B$2.84B$2.53B$2.69B$1.47B$888M$1.42B$1.48B$1.51B$1.39B
Cost of Revenue $1.85B$1.84B$1.62B$1.67B$907M$572M$961M$991M$1.02B$936M
SG&A Expense $732M$712M$661M$602M$424M$192M$328M$349M$310M$306M
Operating Expenses $2.75B$2.71B$2.44B$2.53B$1.42B$804M$1.34B$1.47B$1.38B$1.34B
Operating Income $159M$133M$91M$159M$45M$84M$79M$1M$132M$48M
Other Non-op $171.0K$-1M$-359.0K$-5M$7M$544.0K$-2M$230.0K$1M$414.0K
Pretax Income $69M$38M$91M$76M$60M$77M$21M$-89M$86M$-50M
Income Tax $38M$13M$41M$25M$23M$6M$10M$30M$-168M$-9M
Net Income $29M$2M$134.0K$20M$21M$56M$-5M$-130M$242M$-46M
EPS (Basic) ·······$-2.31$3.72$-0.89
EPS (Diluted) ·······$-2.31$3.71$-0.89
Shares (Basic) 220,608,000110,890,000117,259,000124,262,00090,426,00072,862,17869,132,10057,218,99455,255,79751,345,807
Shares (Diluted) 264,523,000115,752,000122,170,000296,596,00090,426,00072,862,17869,132,10057,218,99455,481,78651,345,807
EBITDA $330M$285M$233M$291M$122M···$132M$48M
Balance Sheet 25
Metric Trend 2025202420232022202120202019201820172016
Cash & Equivalents $105M$131M$120M$221M$184M$92M$107M$31M$46M$28M
Receivables $736M$716M$697M$646M$697M$226M$449M$394M$434M$388M
Other Current Assets $157M$114M$94M$74M$62M$36M$36M$42M$27M$35M
Current Assets $1.16B$1.14B$1.03B$1.03B$1.01B$366M$622M$590M$543M$490M
PP&E (Net) $73M$73M$78M$99M$98M$36M$81M$88M$90M$78M
PP&E (Gross) $188M$177M$159M$158M$133M$64M$211M$217M$214M$184M
Accum. Depreciation $115M$104M$81M$59M$36M$28M$130M$129M$124M$105M
Goodwill $1.60B$1.55B$1.50B$1.57B$1.65B$352M$325M$733M$836M$845M
Intangibles $834M$837M$818M$908M$959M$186M$55M$68M$71M$85M
Other Non-current Assets $55M$43M$93M$116M$29M$17M$30M$26M$38M$33M
Total Assets $4.21B$3.91B$3.77B$4.00B$4.06B$1.01B$1.83B$1.60B$1.70B$1.58B
Accounts Payable $548M$449M$415M$357M$272M$148M$200M$222M$245M$251M
Current Liabilities $1.48B$1.37B$1.37B$1.37B$1.29B$337M$820M$743M$776M$803M
Capital Leases $224M$245M$281M$294M$343M$53M$219M$0$393.0K$203.0K
Deferred Tax $55M$47M$41M$41M$103M$16M$4M$5M$7M$110M
Other Non-current Liabilities $51M$34M$55M$68M$57M$6M$26M$54M$54M$56M
Total Liabilities $3.41B$3.12B$2.93B$3.03B$3.13B$615M$1.98B$1.81B$1.79B$2.03B
Long-term Debt $1.33B$1.35B$1.15B$1.18B$1.19B$199M·$954M$883M$936M
Total Debt $1.33B$1.35B$1.15B$1.18B$1.19B···$883M$936M
Common Stock $744M$344M$348M$492M$383M$0$101M$59M··
Retained Earnings $33M$12M$21M$22M$-7M$0$-481M$-476M$-340M$-582M
AOCI $-19M$-24M$-13M$-15M$-5M$0$-4M$5M$-2M$-2M
Stockholders' Equity $758M$332M$357M$499M$371M$359M$-231M$-311M$-214M$-575M
Liabilities + Equity $4.21B$3.91B$3.77B$4.00B$4.06B$1.01B$1.83B$1.60B$1.70B$1.58B
Shares Outstanding ·····73,532,84872,154,60357,521,32356,375,13152,802,058
Cash Flow 15
Metric Trend 2025202420232022202120202019201820172016
D&A $171M$152M$143M$131M$78M$41M$38M$46M$43M$46M
Stock-based Comp $54M$52M$57M$33M$75M$0$31M$18M$24M$21M
Deferred Tax $10M$-11M$19M$-18M$-4M$-5M$5M$22M$-173M$-10M
Amort. of Intangibles $145M$122M$112M$103M$61M·$13M$19M$20M$24M
Other Non-cash $26M$-53M$-139M$174M$31M·····
Operating Cash Flow $291M$143M$81M$348M$201M$138M$87M$17M$72M$-46M
CapEx $44M$19M$14M$23M$9M$5M$19M$20M$33M$29M
Investing Cash Flow $-114M$-162M$156M$-116M$164M$-29M$115.0K$-50M$-21M$-25M
Net Debt Issued ········$-404.0K$-507.0K
Stock Repurchased $134M$108M$224M$70M$841.0K$0$601.0K$776.0K$2M$3M
Net Stock Activity $-134M$-108M$-224M$-19M$-841.0K···$-2M$-3M
Dividends Paid ······$56.0K$196.0K$284.0K$33M
Financing Cash Flow $-210M$37M$-340M$-187M$-273M$-80M$-12M$21M$-33M$36M
Net Change in Cash $-27M$12M$-101M$37M$92M$29M$76M$-20M$18M$-33M
Free Cash Flow $247M$124M$67M$325M$178M···$82M$-24M
Profitability 7
Metric Trend 2025202420232022202120202019201820172016
Operating Margin 5.5%4.7%3.6%5.9%3.0%·····
Net Margin 1.0%0.08%0.01%1.0%1.4%·····
Pretax Margin 2.4%1.3%3.6%2.7%4.0%·····
EBITDA Margin 11.3%10.0%9.2%10.8%8.3%·····
ROA 0.72%0.06%0.00%0.68%0.83%···14.8%-3.0%
ROE 5.3%0.66%0.03%6.4%5.8%···-61.3%8.4%
ROIC 3.4%5.1%3.3%8.6%1.7%···57.7%11.2%
Liquidity & Solvency 4
Metric Trend 2025202420232022202120202019201820172016
Current Ratio 0.80.80.70.80.8···0.70.6
Quick Ratio 0.60.60.60.60.7···0.60.5
Debt / Equity 1.74.13.22.53.2···-4.1-1.6
LT Debt / Equity 1.74.13.22.53.2···-4.1-1.6
Efficiency 2
Metric Trend 2025202420232022202120202019201820172016
Asset Turnover 0.70.70.70.70.6·····
Receivables Turnover 4.04.03.84.03.2·····
Per Share 3
Metric Trend 2025202420232022202120202019201820172016
Revenue / Share $11.00$24.55$20.69$9.06$16.25·····
Cash Flow / Share $1.10$1.23$0.66$1.17$2.22···$2.08$0.11
EPS (TTM) $-3.39$-3.39$-3.39$-3.39$-3.39$-3.39$-0.25$-2.31$3.71$-0.89
Growth Rates 6
Metric Trend 2025202420232022202120202019201820172016
Revenue YoY 2.4%12.4%-6.0%82.9%65.5%·····
Revenue CAGR 3Y 2.7%24.6%41.7%·······
Revenue CAGR 5Y 26.8%·········
Net Income YoY 1188.2%1585.8%-99.3%-5.3%-62.7%·····
Net Income CAGR 3Y 13.5%-52.5%-86.7%·······
Net Income CAGR 5Y -12.4%·········
Valuation (TTM) 6
Metric Trend 2025202420232022202120202019201820172016
Revenue TTM $2.91B$2.84B$2.53B$2.69B$1.47B$888M$1.42B$1.48B$1.51B$1.39B
Net Income TTM $29M$2M$134.0K$20M$21M$56M$-5M$-130M$242M$-46M
P/E -1.4-1.9-2.0-1.8-2.6-0.7-11.1-1.12.6-7.4
Earnings Yield -69.3%-51.5%-51.1%-54.6%-39.1%-135.1%-9.0%-88.5%38.0%-13.6%
Payout Ratio ········0.12%-68.7%
Annual Payout ······$56.0K$196.0K$284.0K$33M

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $2.91B $2.84B $2.53B $2.69B $1.47B
Operating Margin % 5.5% 4.7% 3.6% 5.9% 3.0%
Net Income $29M $2M $134.0K $20M $21M

Institutional owners (13F) 193 filers · $846.3M total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 193
Value held $846.3M
New positions 21
Exited positions 21
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
21 (-31 vs prior Q) 21 (-5 vs prior Q) 70 (+22 vs prior Q) 56 (-7 vs prior Q) +6.0M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $158,358,391 21,313,377 18.71% Shares
BlackRock, Inc. $60,443,992 8,135,127 7.14% Shares
Madison Avenue Partners, LP $59,546,412 8,014,322 7.04% Shares
DIMENSIONAL FUND ADVISORS LP $45,833,144 6,170,065 5.42% Shares
ADW Capital Management, LLC $37,982,160 5,112,000 4.49% Call option
ADW Capital Management, LLC $37,157,430 5,001,000 4.39% Shares
VANGUARD CAPITAL MANAGEMENT LLC $33,582,218 4,519,814 3.97% Shares
VANGUARD GROUP INC $27,718,893 5,668,485 3.28% Shares
Boston Partners $25,798,909 3,458,341 3.05% Shares
GEODE CAPITAL MANAGEMENT, LLC $22,215,313 2,989,372 2.62% Shares
HighTower Advisors, LLC $19,198,065 2,583,858 2.27% Shares
JPMORGAN CHASE & CO $18,800,679 2,701,247 2.22% Shares
STATE STREET CORP $18,384,272 2,474,330 2.17% Shares
Penn Capital Management Company, LLC $17,582,513 2,362,291 2.08% Shares
CIDEL ASSET MANAGEMENT INC $13,956,710 1,878,426 1.65% Shares
DIVERSIFY WEALTH MANAGEMENT, LLC $13,330,992 1,724,579 1.58% Shares
Diversify Advisory Services, LLC $13,330,992 1,724,579 1.58% Shares
JANE STREET GROUP, LLC $13,216,632 1,778,820 1.56% Shares
ABLE Financial Group, LLC $11,565,590 1,556,607 1.37% Shares
NEW YORK STATE COMMON RETIREMENT FUND $10,840,652 1,459,038 1.28% Shares
FIRST TRUST ADVISORS LP $10,696,807 1,439,678 1.26% Shares
UBS Group AG $10,435,502 1,404,509 1.23% Shares
BRIDGEWAY CAPITAL MANAGEMENT, LLC $9,190,895 1,236,998 1.09% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $9,140,408 1,230,203 1.08% Shares
First Pacific Advisors, LP $8,855,951 1,191,918 1.05% Shares
Western Standard LLC $8,672,861 1,167,276 1.02% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $8,622,188 1,160,456 1.02% Shares
NORTHERN TRUST CORP $8,540,971 1,149,525 1.01% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $7,339,978 987,884 0.87% Shares
Stanley Capital Management, LLC $7,061,041 950,342 0.83% Shares
Empowered Funds, LLC $6,773,173 911,598 0.80% Shares
AQR CAPITAL MANAGEMENT LLC $5,635,292 758,451 0.67% Shares
VANGUARD FIDUCIARY TRUST CO $5,168,932 695,684 0.61% Shares
Russell Investments Group, Ltd. $4,894,380 658,731 0.58% Shares
Bank of New York Mellon Corp $3,906,757 525,809 0.46% Shares
NATIONAL BANK OF CANADA /FI/ $3,357,812 451,112 0.40% Shares
GROUP ONE TRADING LLC $2,593,330 349,035 0.31% Shares
CORRADO ADVISORS, LLC $2,345,748 315,713 0.28% Shares
IMC-Chicago, LLC $2,165,191 291,412 0.26% Shares
BANK OF AMERICA CORP /DE/ $2,158,467 290,507 0.26% Shares
Invesco Ltd. $1,941,406 261,293 0.23% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,882,762 253,400 0.22% Call option
Pacific Ridge Capital Partners, LLC $1,785,830 240,354 0.21% Shares
AMERICAN CENTURY COMPANIES INC $1,784,716 240,204 0.21% Shares
JUPITER ASSET MANAGEMENT LTD $1,756,066 236,348 0.21% Shares
Swiss National Bank $1,705,928 229,600 0.20% Shares
MORGAN STANLEY $1,626,151 218,863 0.19% Shares
OSAIC HOLDINGS, INC. $1,519,442 204,501 0.18% Shares
CastleKnight Management LP $1,481,542 199,400 0.18% Shares
VICTORY CAPITAL MANAGEMENT INC $1,411,187 189,931 0.17% Shares

Show all 193 institutional owners →

Activists & 5%+ owners 8 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Stagwell Group LLC, Stagwell Agency Holdings LLC, Penn Mark Jeffery, Stagwell Media LP Jan. 13, 2026 11.60% Amendment · SEC
Penn Mark Jeffery, Stagwell Agency Holdings LLC, Stagwell Group LLC, Stagwell Media LP ×4 filings July 21, 2025 11.60% Amendment · SEC
Polpat LLC, Steven A. Ballmer April 25, 2025 43.50% Initial filing Passive investment SEC
AlpInvest Partners US Secondary Investments 2016 I C.V. (2), AlpInvest PEP Secondary 2017 C.V. (2), AlpInvest Secondaries Fund VI C.V. (2), AlpInvest Secondaries Fund (Euro) VI C.V. (2), GGG US Secondary 2017 C.V. (2), AlpInvest GA Secondary C.V. (2), AG Secondary C.V. (2), APSS Secondary C.V. (2), AJ Secondary C.V. (2), AP Fondo Secondaries II C.V. (2), AlpInvest Partners B.V. (2) ×2 filings June 13, 2023 · Initial filing · SEC
Stagwell Agency Holdings LLC, The Stagwell Group LLC, Mark J. Penn, Stagwell Media LP ×14 filings May 19, 2023 · Initial filing · SEC
INDABA CAPITAL MANAGEMENT, L.P., IC GP, LLC, DEREK C. SCHRIER ×2 filings June 9, 2021 · Initial filing · SEC
FRONTFOUR CAPITAL GROUP LLC, FRONTFOUR MASTER FUND, LTD., FRONTFOUR OPPORTUNITY FUND, FRONTFOUR CAPITAL CORP., STEPHEN E. LOUKAS, DAVID A. LORBER, ZACHARY R. GEORGE, KRISTEN M. O’HARA, DAVID E. MORAN ×3 filings March 15, 2019 · Initial filing Board campaign SEC
Miles S. Nadal ×4 filings Nov. 19, 2015 · Initial filing Capital structure SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 47 insiders · 19 officers · 24 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Ryan Greene Chief Financial Officer April 1, 2026 A 1,391,279 0 0 $0
David B. Doft Chief Financial Officer March 13, 2019 J 247,485 0 0 $0
Steven Berns President & CFO March 20, 2007 A 139,870 0 0 $0
Jay Leveton President April 1, 2026 A 2,009,454 0 0 $0
Andre Clement Coste EVP, Chief Operating Officer March 1, 2016 F 47,641 0 0 $0
David Dabill Chief Operating Officer Feb. 29, 2012 P 31,195 0 0 $0
Peter Mcelligott General Counsel April 1, 2026 A 122,185 0 0 $0
Vincenzo Dimaggio SVP, Chief Accounting Officer March 31, 2025 F 165,945 0 0 $0
David Corwin Ross EVP, Strategy & Corporate Development, General Counsel Feb. 26, 2021 F 344,327 0 0 $0
Jonathan B. Mirsky Former General Counsel Sept. 30, 2020 D 145,754 0 0 $0
Mitchell Gendel Gen. Counsel & Corp. Secretary March 22, 2019 P 298,144 0 0 $0
Robert Andrew Kantor EVP, Global Chief Marketing Officer Feb. 28, 2018 A 208,574 0 0 $0
Michael Sabatino SVP & Chief Accounting Officer Feb. 23, 2015 F 208,096 0 0 $0
Stephen Pustil Vice Chairman March 12, 2014 P 577,691 0 0 $0
Gavin Swartzman Managing Director Feb. 14, 2013 F 86,603 0 0 $0
Robert E Dickson Managing Director June 6, 2011 D 184,092 0 0 $0
Graham Lawrence Rosenberg Managing Director Aug. 31, 2009 X 69,793 0 0 $0
Charles K Porter Chief Strategist March 13, 2008 F 146,127 0 0 $0
Berns Steven Vice Chairman & Executive VP Jan. 4, 2005 P 4,000 0 0 $0
Eli Samaha Director Oct. 1, 2026 A 173,221 0 0 $0
Brandt A. Vaughan Director Oct. 1, 2026 A 222,653 0 0 $0
Wade Oosterman Director June 11, 2026 A 203,936 0 0 $0
Rodney E Slater Director June 11, 2026 A 140,680 0 0 $0
Desiree G Rogers Director June 11, 2026 A 214,984 0 0 $0
Charlene Barshefsky Director June 11, 2026 A 238,286 0 0 $0
Irwin D Simon Director June 11, 2026 A 228,891 0 0 $0
Bradley J. Gross Director May 4, 2026 S 8,789 0 1 $-13,069,292
Asha Daniere Director Aug. 7, 2020 A 23,256 0 0 $0
Daniel Steven Goldberg Director July 28, 2019 F 180,272 0 0 $0
Anne Marie O'Donovan Director May 17, 2019 P 17,832 0 0 $0
Scott L Kauffman Director March 13, 2019 J 604,357 0 0 $0
Clare Copeland Director Feb. 17, 2019 F 92,678 0 0 $0
Lawrence S Kramer Director Jan. 22, 2018 A 31,990 0 0 $0
Michael Jl Kirby Director June 1, 2016 F 63,153 0 0 $0
Thomas N Davidson Director May 5, 2014 A 274,423 0 0 $0
KAMERSCHEN ROBERT Director May 5, 2014 A 611,029 0 0 $0
Jeff Epstein Director April 29, 2008 A 8,000 0 0 $0
Francois R Roy Director May 2, 2007 A 4,000 0 0 $0
Richard R Hylland Director April 20, 2007 D 0 0 0 $0
Thomas Weigman Director March 6, 2006 A 4,000 0 0 $0
Guy French Director Sept. 1, 2005 A 12,886 0 0 $0
Miles Nadal 10% owner Oct. 29, 2015 S 3,820,043 0 0 $0
GRUBER & MCBAINE CAPITAL MANAGEMENT LLC 10% owner March 4, 2004 S 709,827 0 0 $0
JANA PARTNERS LLC 10% owner Jan. 14, 2004 S 1,860,000 0 0 $0
Beth J Kaplan · Aug. 11, 2026 A 15,459 0 0 $0
Mark Jeffery Penn · Aug. 9, 2026 M 23,034,990 1 0 $117,600
Frank P Lanuto · July 31, 2026 S 491,977 0 1 $-524,520

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 39 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
FYC · First Trust Exchange-Traded AlphaDE… 0.62% 944,866 NS July 31, 2026 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0.22% 352,221 NS July 31, 2026 N-PORT
EBIT · Harbor ETF Trust 0.17% 2,467 NS July 31, 2026 N-PORT
FAD · First Trust Exchange-Traded AlphaDE… 0.13% 85,596 NS July 31, 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0.06% 200,297 SH Oct. 2, 2026 Daily
FCOM · FIDELITY COVINGTON TRUST 0.06% 120,586 NS July 31, 2026 N-PORT
VFMF · VANGUARD WELLINGTON FUND 0.05% 45,486 SH Aug. 19, 2026 Daily
VTWV · VANGUARD SCOTTSDALE FUNDS 0.05% 86,025 SH Aug. 19, 2026 Daily
VOX · VANGUARD WORLD FUND 0.05% 411,964 SH Aug. 19, 2026 Daily
DFSV · Dimensional ETF Trust 0.05% 457,445 NS July 31, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.04% 744,561 NS July 31, 2026 N-PORT
IWM · iShares Trust 0.03% 2,686,717 SH Sept. 11, 2026 Daily
RSSL · Global X Funds 0.03% 50,053 NS July 31, 2026 N-PORT
PKW · Invesco Exchange-Traded Fund Trust 0.03% 53,714 SH Oct. 2, 2026 Daily
DFAT · Dimensional ETF Trust 0.03% 456,756 NS July 31, 2026 N-PORT
VFMO · VANGUARD WELLINGTON FUND 0.02% 51,590 SH Aug. 19, 2026 Daily
VTWO · VANGUARD SCOTTSDALE FUNDS 0.02% 601,708 SH Aug. 19, 2026 Daily
DXUV · Dimensional ETF Trust 0.02% 11,141 NS July 31, 2026 N-PORT
TILT · FlexShares Trust 0.01% 35,144 NS July 31, 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0.01% 3,255 SH Oct. 2, 2026 Daily
DFSU · Dimensional ETF Trust 0.01% 27,112 NS July 31, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.01% 1,225,943 SH Aug. 19, 2026 Daily
WSML · iShares Trust 0.01% 7,676 SH Sept. 11, 2026 Daily
DCOR · Dimensional ETF Trust 0.01% 21,747 NS July 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.01% 298,710 NS July 31, 2026 N-PORT
DFAU · Dimensional ETF Trust 0.00% 64,060 NS July 31, 2026 N-PORT
IWO · iShares Trust 0.00% 52,337 SH Sept. 11, 2026 Daily
DFUV · Dimensional ETF Trust 0.00% 40,141 NS July 31, 2026 N-PORT
NEAR · iShares U.S. ETF Trust 0.00% 100,000 SH Sept. 9, 2026 Daily
IWV · iShares Trust 0.00% 34,855 SH Sept. 3, 2026 Daily
ITOT · iShares Trust 0.00% 142,359 SH Sept. 11, 2026 Daily
DFUS · Dimensional ETF Trust 0.00% 29,473 NS July 31, 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0.00% 3,193,923 SH Aug. 19, 2026 Daily
VTWG · VANGUARD SCOTTSDALE FUNDS 0.00% 5,985 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.00% 8,731 SH Aug. 19, 2026 Daily
IWN · iShares Trust · 923,048 SH Sept. 11, 2026 Daily
SVAL · iShares Trust · 96,970 SH Sept. 3, 2026 Daily
ISCB · iShares Trust · 4,852 SH Sept. 11, 2026 Daily
ISCV · iShares Trust · 24,037 SH Sept. 11, 2026 Daily

STGW Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 14 analysts BUY
Median target $10.00 +19.6%
2 14.3% Strong Buy
9 64.3% Buy
3 21.4% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

7 analysts · 2026-10-01

Mean target $9.86 +17.9%

Now Current price $8.36
Low$7.00 Mean$9.86 High$11.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
STGW · -1.4 2.4% 1.0% 5.3% ·
TTD $18.07B 42.2 18.5% 15.3% 17.1% ·
NIQ $4.86B -12.5 5.7% -8.4% -67.4% ·
MGNI $2.32B 17.1 6.9% 20.3% 17.1% ·
DV $1.85B 38.1 13.9% 6.8% 4.6% ·
CCO · 55.2 6.6% · · ·
IBTA $740M 189.4 -6.8% 1.0% 1.1% 79.2%
PUBM · -28.6 -2.9% -5.1% -5.7% 63.6%
MNTN $0 -91.8 28.6% -2.2% -2.4% 77.2%
OMC $25.28B -299.1 10.1% -0.32% -0.67% ·

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.

Your selection is saved and follows you across all tickers.

Source: SEC 10-Q filed Jul 31, 2026