MediaAlpha (NYSE:MAX) Insider Sells $38,360.00 in Stock

MediaAlpha, Inc. (NYSE:MAX) insider Steven Yi sold 4,000 shares of the business’s stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $9.59, for a total value of $38,360.00. Following the transaction, the insider directly owned 3,055,247 shares of the company’s stock, valued at $29,299,818.73. This trade represents a 0.13% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink.

Steven Yi also recently made the following trade(s):

• On Tuesday, March 17th, Steven Yi sold 5,227 shares of MediaAlpha stock. The shares were sold at an average price of $9.94, for a total value of $51,956.38.
• On Monday, March 16th, Steven Yi sold 4,000 shares of MediaAlpha stock. The shares were sold at an average price of $9.93, for a total value of $39,720.00.
• On Tuesday, March 10th, Steven Yi sold 4,000 shares of MediaAlpha stock. The shares were sold at an average price of $9.75, for a total value of $39,000.00.
• On Monday, March 9th, Steven Yi sold 5,650 shares of MediaAlpha stock. The stock was sold at an average price of $9.86, for a total value of $55,709.00.
• On Tuesday, March 3rd, Steven Yi sold 8,000 shares of MediaAlpha stock. The stock was sold at an average price of $10.03, for a total transaction of $80,240.00.
• On Monday, March 2nd, Steven Yi sold 39,252 shares of MediaAlpha stock. The shares were sold at an average price of $9.99, for a total transaction of $392,127.48.
• On Wednesday, February 25th, Steven Yi sold 12,748 shares of MediaAlpha stock. The shares were sold at an average price of $9.69, for a total transaction of $123,528.12.
• On Monday, February 23rd, Steven Yi sold 4,000 shares of MediaAlpha stock. The stock was sold at an average price of $7.75, for a total transaction of $31,000.00.
• On Thursday, February 19th, Steven Yi sold 4,000 shares of MediaAlpha stock. The shares were sold at an average price of $7.29, for a total transaction of $29,160.00.
• On Tuesday, February 17th, Steven Yi sold 4,000 shares of MediaAlpha stock. The shares were sold at an average price of $7.16, for a total transaction of $28,640.00.

MediaAlpha Stock Up 0.1%

Shares of NYSE MAX traded up $0.01 during midday trading on Wednesday, reaching $9.68. 533,822 shares of the company were exchanged, compared to its average volume of 896,087. The stock’s 50-day moving average price is $9.78 and its 200-day moving average price is $11.38. The stock has a market cap of $624.51 million, a P/E ratio of 24.83 and a beta of 1.30. MediaAlpha, Inc. has a one year low of $7.09 and a one year high of $13.92.

MediaAlpha (NYSE:MAX) last released its quarterly earnings data on Monday, February 23rd. The company reported $0.50 earnings per share for the quarter, beating the consensus estimate of $0.25 by $0.25. The company had revenue of $291.16 million for the quarter, compared to the consensus estimate of $296.42 million. MediaAlpha had a negative return on equity of 132.73% and a net margin of 2.30%.MediaAlpha’s revenue for the quarter was down 3.2% on a year-over-year basis. During the same quarter last year, the business posted $0.08 EPS. On average, equities research analysts anticipate that MediaAlpha, Inc. will post 0.48 EPS for the current year.

Key Stories Impacting MediaAlpha

Here are the key news stories impacting MediaAlpha this week:

• Positive Sentiment: Analyst backing remains constructive — broker consensus still skews toward a “Moderate Buy,” which supports demand from retail/institutional buyers and limits downside after mixed results. Article Title
• Positive Sentiment: Q4 earnings showed an EPS beat (reported $0.50 vs. $0.25 expected), a fundamental positive that underpins current valuation and investor interest despite a slight revenue miss. Article Title
• Neutral Sentiment: Market commentary highlights the mixed Q4 picture (EPS beat but revenue down), so outlook and execution on top‑line recovery will matter more than headline EPS in coming weeks. Article Title
• Neutral Sentiment: Several small director sales (Eugene Nonko) were filed — sizes are modest relative to holdings and look like routine rebalancing rather than a clear negative signal. SEC Filing
• Negative Sentiment: CRO Keith Cramer sold 10,000 shares (~3.16% reduction of his holding) at about $9.89 — a larger insider sale that can be read negatively by short‑term traders and may add selling pressure. SEC Filing
• Negative Sentiment: Multiple executive/insider sales (notably Steven Yi) — a string of several thousand‑share disposals in March increases insider‑liquidity and could reinforce near‑term downside sentiment even though insiders retain large stakes. Article Title

Institutional Investors Weigh In On MediaAlpha

Several institutional investors and hedge funds have recently made changes to their positions in MAX. Caitong International Asset Management Co. Ltd lifted its stake in shares of MediaAlpha by 5,900.0% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 2,160 shares of the company’s stock worth $28,000 after acquiring an additional 2,124 shares during the period. Rockefeller Capital Management L.P. increased its position in MediaAlpha by 9,917.9% during the 4th quarter. Rockefeller Capital Management L.P. now owns 2,805 shares of the company’s stock valued at $36,000 after purchasing an additional 2,777 shares during the period. Quarry LP increased its position in MediaAlpha by 43.3% during the 3rd quarter. Quarry LP now owns 4,087 shares of the company’s stock valued at $47,000 after purchasing an additional 1,234 shares during the period. Strs Ohio bought a new position in MediaAlpha during the 4th quarter worth approximately $49,000. Finally, Tower Research Capital LLC TRC raised its holdings in MediaAlpha by 28.0% during the 2nd quarter. Tower Research Capital LLC TRC now owns 5,551 shares of the company’s stock worth $61,000 after purchasing an additional 1,213 shares during the last quarter. Institutional investors and hedge funds own 64.39% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on MAX shares. Keefe, Bruyette & Woods reduced their price target on MediaAlpha from $19.00 to $16.00 and set an “outperform” rating on the stock in a report on Tuesday, February 24th. Zacks Research upgraded shares of MediaAlpha from a “strong sell” rating to a “strong-buy” rating in a research report on Tuesday, February 24th. JPMorgan Chase & Co. reduced their target price on shares of MediaAlpha from $15.00 to $11.00 and set an “overweight” rating on the stock in a report on Tuesday, February 24th. Weiss Ratings upgraded shares of MediaAlpha from a “sell (d)” rating to a “hold (c-)” rating in a research report on Wednesday, February 25th. Finally, The Goldman Sachs Group dropped their price target on shares of MediaAlpha from $13.50 to $11.50 and set a “neutral” rating for the company in a research note on Tuesday, February 24th. One investment analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $14.58.

MediaAlpha Company Profile

MediaAlpha, Inc is a technology company that operates a real-time digital marketplace for the distribution of insurance and adjacent services. The company’s platform connects buyers—consumers seeking insurance policies—to sellers, including insurance carriers and distribution partners, through programmatic bidding and data-driven pricing. By leveraging transaction-level data and proprietary auction mechanics, MediaAlpha enables carriers to acquire customers more efficiently and at scale.

The firm offers a suite of products that help clients optimize marketing spend and improve conversion rates.