Stagwell
Combines specialist marketing agencies with media, technology, communications, and subscription software.
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Profile
Provides creative, research, digital transformation, media, commerce, communications, and advocacy services through a portfolio of specialist agencies, earning fees, commissions, and performance incentives. Subscription software and data tools extend the offering to in-house marketers, while most revenue comes from US operations.
Runs a digital-first network of agencies and marketing technology products for large brands. Five reportable segments cover Marketing Services; Digital Transformation; Media & Commerce; Communications, including public affairs and advocacy; and The Marketing Cloud, a suite of subscription software and data tools for in-house marketers.
Keeps specialist brands such as 72andSunny, Anomaly, Code and Theory, Assembly, Allison, and SKDK distinct while combining them for larger, multidiscipline or multiregion assignments. Most revenue is generated in the United States, with agency operations across the United Kingdom and other international markets.
Earns primarily from service fees, commissions, and performance incentives, while The Marketing Cloud adds recurring subscription models. Demand follows client marketing budgets and account retention; delivery depends on creative, research, media, and technology talent, and acquisitions remain a recurring way to add capabilities and geographic reach.
Company facts
Categories
Key statistics
Year to date +84.6% · Average volume (30d) 1.4M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jun 29, 2026 | Needham | Reiterate | Buy | $10 | $8 | |
| Mar 11, 2026 | Craig-Hallum | Target | $8 | |||
| May 9, 2025 | Benchmark | Downgrade | Buy | Hold | ||
| Feb 21, 2025 | Wells Fargo | Upgrade | Equal Weight | Overweight |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 30, 2026Q2 FY26 | $0.19 | $0.25 | +32.6% | $754.6M | $786.3M | +4.2% | +5.07% |
| Apr 30, 2026Q1 FY26 | $0.18 | $0.17 | −5.6% | $700.5M | $704.1M | +0.5% | +1.44% |
| Mar 10, 2026Q4 FY25 | $0.29 | $0.30 | +3.4% | $797.1M | $807.4M | +1.3% | +1.14% |
| Nov 6, 2025Q3 FY25 | $0.23 | $0.24 | +4.3% | $813.5M | $743.0M | −8.7% | −14.23% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $651.7M | $706.8M | $743.0M | $807.4M | $704.1M | $786.3M | |
| Gross profit | $239.7M | $247.6M | $272.1M | $303.7M | $200.3M | $269.2M | |
| Operating income | $18.3M | $23.2M | $60.9M | $56.6M | $9.6M | $11.5M | |
| Net income | −$2.9M | −$5.3M | $24.6M | $12.7M | −$13.0M | −$8.8M | |
| Diluted EPS | −$0.04 | −$0.02 | $0.09 | $0.05 | −$0.05 | −$0.03 | |
| Gross margin | 36.8% | 35.0% | 36.6% | 37.6% | 28.4% | 34.2% | |
| Operating margin | 2.8% | 3.3% | 8.2% | 7.0% | 1.4% | 1.5% |
Fiscal years (4-quarter sums)FY21 $1.47B · FY22 $2.69B · FY23 $2.52B · FY24 $2.84B · FY25 $2.91B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $109.5M · Total debt $1.71B · Total assets $4.20B · Shareholders' equity $669.4M
Dividends
No dividends on record.
Ownership
Shares outstanding 247.85M · Float 102.63M · 41.4% free float
A Form 4 total here can count shares the filer formally disclaims — an award voted by proxy, for instance — which the holder's own Schedule 13D/G excludes, so where the two disagree the schedule's smaller figure is used.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Polpat LLC · 10 percent owner | 116.04M | 46.82% | Form 4 | May 5, 2025 |
| Ballmer Steven A · 10 percent owner | 116.04M | 46.82% | Form 4 | Apr 25, 2025 |
| Mark Jeffery Penn · director, 10 percent owner, officer: Chief Executive Officer | 29.37M | 11.85% | Form 4 | Aug 11, 2026 |
| Hotchkis & Wiley Capital Management LLC | 21.31M | 8.60% | 13F | Aug 14, 2026 |
| Eli Samaha · director | 8.19M | 3.30% | Form 4 | Jul 2, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 31, 2026 | Frank P. Lanuto | officer: See Remarks | −62,000 | $8.46 |
| May 13, 2026 | Mark Jeffery Penn | director, 10 percent owner, officer: Chief Executive Officer | +20,000 | $5.88 |
| May 4, 2026 | Bradley J. Gross | director | −2,163,790 | $6.04 |
Peers
- Omnicom Group
Largest marketing-services holdco post-IPG merger; broadest direct overlap.
- WPP (ADR)
Legacy global holdco organized around six networks; explicit benchmark rival.
- Accenture
Consulting parent whose Accenture Song unit (Droga5, Fjord) directly competes.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Stagwell | $8.72 | −0.10% | $2.17B | 141.0 | 7.4 | 0.7 | +11.3% |
| Omnicom Group | $88.28 | −0.01% | $24.22B | 47.7 | 8.5 | 1.1 | +63.4% |
| WPP (ADR) | $25.82 | +0.04% | $5.57B | — | — | 0.3 | −6.1% |
| Accenture | $189.20 | −0.17% | $116.03B | 15.1 | 13.2 | 1.6 | +5.6% |
| Median | 31.4 | 10.9 | 1.1 | +5.6% |