Stagwell (NASDAQ:STGW) Releases FY 2026 Earnings Guidance

Stagwell (NASDAQ:STGW) updated its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 1.030-1.170 for the period, compared to the consensus earnings per share estimate of 1.010. The company issued revenue guidance of $3.0 billion-$3.1 billion, compared to the consensus revenue estimate of $3.2 billion.

Analysts Set New Price Targets

A number of research analysts have commented on STGW shares. B. Riley Financial increased their target price on Stagwell from $8.00 to $10.00 and gave the stock a “buy” rating in a report on Friday. Rosenblatt Securities reissued a “buy” rating and set a $9.00 price target on shares of Stagwell in a research report on Tuesday, May 5th. Wells Fargo & Company raised their price objective on Stagwell from $8.00 to $10.00 and gave the stock an “overweight” rating in a research note on Friday. Needham & Company LLC lifted their price objective on shares of Stagwell from $8.00 to $10.00 and gave the stock a “buy” rating in a report on Thursday. Finally, Wall Street Zen upgraded shares of Stagwell from a “buy” rating to a “strong-buy” rating in a research note on Saturday. Five investment analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $9.40.

Stagwell Stock Performance

Shares of STGW stock opened at $8.45 on Friday. The company has a market cap of $2.09 billion, a P/E ratio of 140.83 and a beta of 1.26. The business has a 50 day moving average of $7.19 and a two-hundred day moving average of $6.41. Stagwell has a 52 week low of $4.28 and a 52 week high of $8.50. The company has a quick ratio of 0.83, a current ratio of 0.83 and a debt-to-equity ratio of 1.99.

Stagwell (NASDAQ:STGW) last announced its quarterly earnings results on Thursday, July 30th. The company reported $0.25 earnings per share for the quarter, topping analysts’ consensus estimates of $0.19 by $0.06. The business had revenue of $786.31 million for the quarter, compared to analysts’ expectations of $754.56 million. Stagwell had a return on equity of 26.66% and a net margin of 0.53%.The business’s quarterly revenue was up 11.2% on a year-over-year basis. During the same period in the prior year, the firm earned $0.17 EPS. Stagwell has set its FY 2026 guidance at 1.030-1.170 EPS. As a group, analysts anticipate that Stagwell will post 0.86 EPS for the current year.

Insider Buying and Selling at Stagwell

In other news, Director Bradley J. Gross sold 2,163,790 shares of the company’s stock in a transaction dated Monday, May 4th. The shares were sold at an average price of $6.04, for a total transaction of $13,069,291.60. Following the completion of the transaction, the director owned 8,789 shares in the company, valued at approximately $53,085.56. This represents a 99.60% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Mark Jeffery Penn acquired 20,000 shares of the company’s stock in a transaction that occurred on Wednesday, May 13th. The stock was purchased at an average cost of $5.88 per share, for a total transaction of $117,600.00. Following the acquisition, the chief executive officer owned 23,034,990 shares in the company, valued at approximately $135,445,741.20. This trade represents a 0.09% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. 11.20% of the stock is owned by company insiders.

Stagwell News Roundup

Here are the key news stories impacting Stagwell this week:

• Positive Sentiment: Analyst price targets raised: Wells Fargo upgraded its stance to “overweight” and lifted its price target from $8 to $10. Needham also raised its target to $10 and assigned a “buy” rating, implying approximately 19% upside from the referenced share price. Benzinga analyst rating reports
• Positive Sentiment: Adjusted Q2 earnings exceeded expectations: Stagwell reported adjusted EPS of $0.25, above the $0.17 analyst consensus and up from $0.17 a year earlier. Revenue rose 11% year over year to $786 million, surpassing the $755 million consensus estimate. Stagwell Q2 earnings and revenues article
• Positive Sentiment: Profitability and demand trends improved: Adjusted EBITDA increased 15% to $109 million, adjusted EPS grew 39%, and digital transformation organic net revenue climbed 18%. Record quarterly net new business of $171 million and $540 million over the last 12 months point to healthy client demand. Stagwell second-quarter results
• Neutral Sentiment: Management raised full-year 2026 adjusted EPS guidance to $1.03-$1.17 from the prior outlook, above the $1.01 consensus estimate. The company’s earnings presentation provides additional operating detail. Stagwell 2026 Q2 earnings presentation
• Negative Sentiment: Revenue outlook trails expectations: Full-year 2026 revenue guidance of $3.0 billion-$3.1 billion is below the approximately $3.2 billion consensus estimate, potentially limiting the benefit of the stronger EPS outlook.
• Negative Sentiment: Despite adjusted earnings growth, Stagwell posted a $8 million quarterly net loss attributable to common shareholders, compared with a $5 million loss a year earlier, underscoring continued GAAP profitability risk.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of STGW. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its position in shares of Stagwell by 6.6% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 52,193 shares of the company’s stock worth $316,000 after purchasing an additional 3,249 shares during the period. Osaic Holdings Inc. boosted its position in shares of Stagwell by 2.6% in the 4th quarter. Osaic Holdings Inc. now owns 195,288 shares of the company’s stock valued at $955,000 after purchasing an additional 4,990 shares during the period. Virtu Financial LLC increased its stake in Stagwell by 49.8% in the 3rd quarter. Virtu Financial LLC now owns 15,062 shares of the company’s stock worth $85,000 after purchasing an additional 5,008 shares in the last quarter. Legal & General Group Plc raised its holdings in Stagwell by 5.2% during the 2nd quarter. Legal & General Group Plc now owns 101,049 shares of the company’s stock worth $455,000 after buying an additional 5,017 shares during the period. Finally, Kestra Advisory Services LLC purchased a new stake in Stagwell during the fourth quarter valued at about $26,000. Institutional investors own 35.61% of the company’s stock.

About Stagwell

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.