AdvisorShares Investments LLC Invests $478,000 in Stagwell Inc. $STGW

AdvisorShares Investments LLC acquired a new position in Stagwell Inc. (NASDAQ:STGW) in the 4th quarter, Holdings Channel reports. The firm acquired 97,700 shares of the company’s stock, valued at approximately $478,000.

Several other large investors also recently made changes to their positions in STGW. Hotchkis & Wiley Capital Management LLC increased its stake in Stagwell by 4.6% during 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 period. JPMorgan Chase & Co. increased its stake in Stagwell by 59.0% during 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 period. My Personal CFO LLC purchased a new stake in Stagwell during the 4th quarter worth $2,889,000. Dimensional Fund Advisors LP increased its stake in Stagwell by 17.0% during the 3rd quarter. Dimensional Fund Advisors LP now owns 3,241,987 shares of the company’s stock worth $18,249,000 after buying an additional 471,017 shares during the period. Finally, Two Sigma Investments LP acquired a new position in Stagwell during the 3rd quarter worth $2,431,000. Institutional investors and hedge funds own 35.61% of the company’s stock.

Insider Activity at Stagwell

In other news, CEO Mark Jeffery Penn bought 20,000 shares of the company’s stock in a transaction dated Wednesday, May 13th. The shares were acquired at an average cost of $5.88 per share, with a total value of $117,600.00. Following the completion of the transaction, the chief executive officer directly owned 23,034,990 shares in the company, valued at approximately $135,445,741.20. The trade was a 0.09% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Bradley J. Gross sold 2,163,790 shares of Stagwell stock in a transaction that occurred 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 completion of the transaction, the director directly owned 8,789 shares in the company, valued at approximately $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. Company insiders own 11.20% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on the stock. B. Riley Financial decreased their price objective on shares of Stagwell from $9.00 to $7.00 and set a “buy” rating for the company in a report on Friday, March 6th. Rosenblatt Securities reissued a “buy” rating and set a $9.00 price objective on shares of Stagwell in a report on Tuesday, May 5th. Craig Hallum set a $8.00 price objective on shares of Stagwell and gave the stock a “buy” rating in a report on Wednesday, March 11th. Weiss Ratings lowered shares of Stagwell from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday, May 4th. Finally, Zacks Research lowered shares of Stagwell from a “hold” rating to a “strong sell” rating in a report on Thursday, May 7th. Four research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $7.65.

Stagwell Price Performance

NASDAQ STGW opened at $7.01 on Friday. The company has a debt-to-equity ratio of 1.99, a current ratio of 0.83 and a quick ratio of 0.83. The company’s 50 day simple moving average is $6.48 and its 200 day simple moving average is $5.78. Stagwell Inc. has a 12 month low of $4.03 and a 12 month high of $7.52. The company has a market capitalization of $1.74 billion, a P/E ratio of 100.14 and a beta of 1.27.

Stagwell (NASDAQ:STGW) last released its earnings results on Thursday, April 30th. The company reported $0.17 EPS for the quarter, missing analysts’ consensus estimates of $0.18 by ($0.01). Stagwell had a return on equity of 24.12% and a net margin of 0.64%.The business had revenue of $704.14 million during the quarter, compared to the consensus estimate of $700.48 million. During the same quarter in the previous year, the firm earned $0.12 earnings per share. The firm’s revenue for the quarter was up 8.0% compared to the same quarter last year. Stagwell has set its FY 2026 guidance at 0.980-1.120 EPS. Equities research analysts expect that Stagwell Inc. will post 0.86 earnings per share for the current fiscal year.

Stagwell 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.