My Personal CFO LLC Sells 500,882 Shares of Stagwell Inc. $STGW

My Personal CFO LLC lowered its holdings in Stagwell Inc. (NASDAQ:STGW) by 84.8% in the 1st quarter, Holdings Channel reports. The firm owned 90,000 shares of the company’s stock after selling 500,882 shares during the period. My Personal CFO LLC’s holdings in Stagwell were worth $566,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of STGW. Pictet Asset Management Holding SA boosted its position in shares of Stagwell by 34.7% during the first quarter. Pictet Asset Management Holding SA now owns 20,014 shares of the company’s stock valued at $126,000 after buying an additional 5,155 shares during the last quarter. Kestra Private Wealth Services LLC purchased a new position in Stagwell in the 1st quarter worth about $846,000. Invesco Ltd. lifted its stake in Stagwell by 20.7% during the 4th quarter. Invesco Ltd. now owns 210,992 shares of the company’s stock valued at $1,032,000 after acquiring an additional 36,113 shares during the period. Mercer Global Advisors Inc. ADV bought a new position in Stagwell during the 4th quarter valued at about $120,000. Finally, State of Tennessee Department of Treasury bought a new position in Stagwell during the 4th quarter valued at about $146,000. 35.61% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on STGW. Weiss Ratings lowered shares of Stagwell from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Monday, May 4th. Craig Hallum set a $8.00 price objective on shares of Stagwell and gave the company a “buy” rating in a research report on Wednesday, March 11th. Rosenblatt Securities restated a “buy” rating and issued a $9.00 target price on shares of Stagwell in a report on Tuesday, May 5th. Wall Street Zen downgraded shares of Stagwell from a “strong-buy” rating to a “buy” rating in a research report on Saturday, May 2nd. Finally, Zacks Research upgraded shares of Stagwell from a “strong sell” rating to a “hold” rating in a research note on Friday, June 5th. Four investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Stagwell has an average rating of “Hold” and a consensus price target of $7.65.

Stagwell Trading Up 3.7%

Shares of NASDAQ:STGW opened at $7.04 on Friday. The stock’s 50-day simple moving average is $6.66 and its two-hundred day simple moving average is $5.99. The stock has a market capitalization of $1.74 billion, a price-to-earnings ratio of 100.57 and a beta of 1.29. Stagwell Inc. has a 52-week low of $4.28 and a 52-week high of $7.52. The company has a debt-to-equity ratio of 1.99, a quick ratio of 0.83 and a current ratio of 0.83.

Stagwell (NASDAQ:STGW) last released its quarterly earnings results on Thursday, April 30th. The company reported $0.17 EPS for the quarter, missing the consensus estimate of $0.18 by ($0.01). Stagwell had a net margin of 0.64% and a return on equity of 24.12%. The business had revenue of $704.14 million for the quarter, compared to analysts’ expectations of $700.48 million. During the same period in the previous year, the company earned $0.12 EPS. Stagwell’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. Analysts expect that Stagwell Inc. will post 0.86 EPS for the current year.

Insider Buying and Selling

In other Stagwell news, CEO Mark Jeffery Penn bought 20,000 shares of Stagwell stock in a transaction on Wednesday, May 13th. The stock was acquired at an average cost of $5.88 per share, with a total value of $117,600.00. Following the completion of the acquisition, the chief executive officer owned 23,034,990 shares in the company, valued at approximately $135,445,741.20. This represents a 0.09% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Bradley J. Gross sold 2,163,790 shares of the 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 owned 8,789 shares in the company, valued at $53,085.56. The trade was a 99.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 11.20% of the stock is currently owned by corporate insiders.

Stagwell Company 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.