NIQ · NYSE · Software - Application

NIQ

Measures consumer purchases and supports retailer and brand decisions.

$19.00
After-hours close−0.20 (−1.04%)
At close$19.20(+0.68%)
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Profile

NIQ Global Intelligence PlcNIQInformation Technology

Subscription measurement, consumer-insight, and retailer solutions help clients understand purchases across channels. On-demand analytics support product introductions, pricing, promotions, and targeting.

Intelligence combines omnichannel measurement, consumer behavior and insights, and retailer solutions to show what consumers bought, who they are, where they shopped, and how much they purchased. Connect manages CPG data and analytics, while Discover provides cloud-based visualization, reporting, KPI alerts, guided analysis, and Ask Arthur-assisted insight.

Activation provides predictive analytics and reports for product introductions, pricing, promotion, and targeting decisions. Its Activate SaaS suite supports assortment, promotion, supply-chain, customer, and retail-media workflows for retailers and suppliers. The business serves the Americas, EMEA, and APAC through primarily recurring subscriptions and on-demand analytics.

Company facts

CEOJames (Jim) Peck
ListedJul 23, 2025
ExchangeNYSE
HeadquartersChicago, IL
CountryUnited States
Employees38,760
CIK0002054696
ISINIE000JMT8VI3

Key statistics

Market cap$5.67B
EPS (ttm)−$1.22
P/E (ttm)−15.74
ROE-47.2%
P/B6.25
P/S1.29
Dividend yield
Beta0.56vs XLK −0.81

Year to date +21.7% · Average volume (30d) 1.8M

Analysts

Price target, next 12 months$18.50−3.6%Median of 9 analysts · vs the Aug 28 close
ConsensusBuy7 of 9 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionRatingPrior targetTarget
Aug 28, 2026Robert W. BairdTarget$14$23
Aug 20, 2026NeedhamReiterateBuy$18$21
Aug 12, 2026BMO CapitalReiterateOutperform$16$20
Aug 11, 2026RBC CapitalReiterateOutperform$17
Aug 11, 2026UBSReiterateBuy$21$17

Earnings

EPS

Estimate$0.23
ReportedDue Nov 12, 2026

Revenue

Estimate$1.11B
ReportedDue Nov 12, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 10, 2026Q2 FY26$0.20$0.27+33.1%$1.11B$1.12B+1.7%+41.95%
May 14, 2026Q1 FY26$0.10$0.15+50.0%$1.05B$1.07B+2.1%0.00%
Feb 27, 2026Q4 FY25$0.29$0.20−31.0%$1.12B$1.14B+1.8%+3.45%
Nov 13, 2025Q3 FY25$0.06$0.03−45.7%$1.02B$1.05B+2.9%+1.14%
View details

Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$1.06B$1.22B$1.05B$1.14B$1.07B$1.12B
Gross profit$586.6M$693.1M$585.7M$623.9M$444.0M$624.2M
Operating income$23.0M$47.2M−$31.8M$116.8M$61.9M$65.3M
Net income−$131.3M−$16.5M−$198.6M−$32.2M−$90.1M−$30.5M
Diluted EPS−$0.54−$0.05−$0.70−$0.11−$0.31−$0.10
Gross margin55.4%56.8%55.6%54.8%41.4%55.5%
Operating margin2.2%3.9%-3.0%10.3%5.8%5.8%

Fiscal years (4-quarter sums)FY23 $3.71B · FY24 $4.38B · FY25 $4.47B

Revenue by geography · Q2 FY26

EMEA Segment$507.8M · 53%
Americas Segment$455.1M · 47%

Balance sheet, Jun 30, 2026Cash & short-term investments $416.6M · Total debt $3.80B · Total assets $6.76B · Shareholders' equity $907.0M

Dividends

No dividends on record.

Ownership

Institutions 84.72%Insiders

Shares outstanding 295.14M · Float 56.16M · 19.0% free float

Insiders — filings are in another share unit.

The Form 4 positions here total more than the shares outstanding, so the filings and the share count are not on the same basis — usually an unlisted unit behind the listed one — and no insider percentage is shown.

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
Advent International Corp/MA160.28M54.31%13FAug 14, 2026
Nurnberg Institut fur Marktentscheidungen e.V.35.05M11.90%13GNov 13, 2025
Kohlberg Kravis Roberts & Co. L.P.30.02M10.17%13FAug 14, 2026
Acceleratio Topco S.C.A.30.02M10.20%13GNov 7, 2025
Commonwealth Equity Services, LLC4.19M1.42%13FJul 29, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
May 18, 2026James M. Peckdirector, officer: See Remarks+118,625$8.43
Sep 5, 2025Tracey Ann Masseyofficer: Chief Operating Officer+18,000$16.97
Sep 3, 2025Mohit Kapoorofficer: Chief Technology Officer+15,000$16.76
Aug 29, 2025James M. Peckdirector, officer: See Remarks+29,500$17.24
Aug 28, 2025Curtis John Millerofficer: Chief Strategy Officer+10,000$16.97
View details

Peers

  • Clear Secure

    Consumer-panel intelligence and retail/FMCG brand tracking

CompareAfter-hours close

CompanyPriceChange
NIQ$19.00−1.04%$5.67B15.81.3+8.6%
Clear Secure$43.29−0.40%$4.37B29.321.14.4+26.6%
Median29.321.14.4+26.6%