MediaAlpha (NYSE:MAX) Director Sells 8,205 Shares of Stock

MediaAlpha, Inc. (NYSE:MAX) Director Eugene Nonko sold 8,205 shares of the stock in a transaction dated Monday, July 27th. The shares were sold at an average price of $13.28, for a total transaction of $108,962.40. Following the completion of the sale, the director directly owned 1,052,907 shares in the company, valued at approximately $13,982,604.96. The trade was a 0.77% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Eugene Nonko also recently made the following trade(s):

• On Wednesday, July 29th, Eugene Nonko sold 9,524 shares of MediaAlpha stock. The shares were sold at an average price of $14.05, for a total transaction of $133,812.20.
• On Wednesday, July 29th, Eugene Nonko sold 4,952 shares of MediaAlpha stock. The stock was sold at an average price of $14.05, for a total transaction of $69,575.60.
• On Tuesday, July 28th, Eugene Nonko sold 10,843 shares of MediaAlpha stock. The shares were sold at an average price of $13.78, for a total transaction of $149,416.54.
• On Tuesday, July 28th, Eugene Nonko sold 6,622 shares of MediaAlpha stock. The shares were sold at an average price of $13.86, for a total transaction of $91,780.92.
• On Monday, July 27th, Eugene Nonko sold 3,282 shares of MediaAlpha stock. The stock was sold at an average price of $13.28, for a total transaction of $43,584.96.
• On Monday, July 20th, Eugene Nonko sold 4,952 shares of MediaAlpha stock. The stock was sold at an average price of $13.87, for a total value of $68,684.24.
• On Monday, July 20th, Eugene Nonko sold 9,524 shares of MediaAlpha stock. The shares were sold at an average price of $13.82, for a total value of $131,621.68.
• On Wednesday, July 8th, Eugene Nonko sold 8,205 shares of MediaAlpha stock. The shares were sold at an average price of $13.61, for a total value of $111,670.05.
• On Wednesday, July 8th, Eugene Nonko sold 3,282 shares of MediaAlpha stock. The shares were sold at an average price of $13.78, for a total value of $45,225.96.
• On Tuesday, July 7th, Eugene Nonko sold 9,524 shares of MediaAlpha stock. The stock was sold at an average price of $14.06, for a total value of $133,907.44.

MediaAlpha Trading Up 0.4%

Shares of NYSE MAX traded up $0.06 during trading on Wednesday, reaching $13.85. The company had a trading volume of 1,266,402 shares, compared to its average volume of 778,728. MediaAlpha, Inc. has a twelve month low of $7.09 and a twelve month high of $14.70. The stock has a market capitalization of $863.24 million, a PE ratio of 21.63 and a beta of 1.08. The stock has a 50-day moving average price of $11.26 and a two-hundred day moving average price of $10.15.

MediaAlpha (NYSE:MAX) last posted its quarterly earnings data on Wednesday, July 29th. The company reported $0.65 EPS for the quarter, beating analysts’ consensus estimates of $0.21 by $0.44. The business had revenue of $316.88 million for the quarter, compared to analyst estimates of $300.87 million. MediaAlpha had a negative return on equity of 147.82% and a net margin of 3.37%. On average, sell-side analysts predict that MediaAlpha, Inc. will post 0.97 EPS for the current year.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of the stock. Caitong International Asset Management Co. Ltd grew its holdings in MediaAlpha by 5,900.0% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 2,160 shares of the company’s stock valued at $28,000 after purchasing an additional 2,124 shares during the period. Rockefeller Capital Management L.P. boosted its holdings in shares of MediaAlpha by 9,917.9% in the 4th quarter. Rockefeller Capital Management L.P. now owns 2,805 shares of the company’s stock valued at $36,000 after purchasing an additional 2,777 shares during the last quarter. Quarry LP grew its stake in shares of MediaAlpha by 43.3% during the 3rd quarter. Quarry LP now owns 4,087 shares of the company’s stock valued at $47,000 after buying an additional 1,234 shares during the period. Strs Ohio acquired a new stake in shares of MediaAlpha during the 4th quarter worth $49,000. Finally, Tower Research Capital LLC TRC raised its position in shares of MediaAlpha by 28.0% in the 2nd quarter. Tower Research Capital LLC TRC now owns 5,551 shares of the company’s stock worth $61,000 after buying an additional 1,213 shares during the period. 64.39% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on MAX. Texas Capital upgraded shares of MediaAlpha to a “strong-buy” rating in a report on Tuesday, June 9th. Weiss Ratings raised shares of MediaAlpha from a “hold (c-)” rating to a “hold (c)” rating in a research note on Wednesday, July 1st. Keefe, Bruyette & Woods raised their target price on shares of MediaAlpha from $15.00 to $17.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 8th. Capital One Financial set a $11.00 target price on shares of MediaAlpha in a research note on Tuesday, June 9th. Finally, Wall Street Zen upgraded MediaAlpha from a “hold” rating to a “buy” rating in a report on Sunday, July 12th. One investment analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $12.64.

More MediaAlpha News

Here are the key news stories impacting MediaAlpha this week:

• Positive Sentiment: MediaAlpha reported second-quarter EPS of $0.65, far above the $0.21 analyst consensus, while revenue reached a record $316.9 million, exceeding expectations of $300.9 million. Revenue increased 26% year over year, net income was $41.8 million, and adjusted EBITDA totaled $29.3 million. MediaAlpha Announces Second Quarter 2026 Financial Results
• Positive Sentiment: Third-quarter revenue guidance of $330 million to $355 million brackets and exceeds the $332.4 million consensus at its midpoint, suggesting continued demand across the company’s insurance marketplace. EPS guidance was not provided in the supplied update.
• Positive Sentiment: The company repurchased more than $41 million of stock during the first half of 2026, potentially supporting per-share value and signaling management’s confidence in the business.
• Neutral Sentiment: Analyst views remain mixed but generally constructive. MediaAlpha carries a “Moderate Buy” consensus rating, although the previously reported average price target of $12.64 was below the recent trading range.
• Negative Sentiment: Director Eugene Nonko sold shares in multiple transactions, including 4,952 shares for $68,684 and 9,524 shares for $131,622. However, the sales were conducted under a pre-arranged Rule 10b5-1 plan to cover tax withholding, and his remaining ownership remains substantial, reducing the negative signal.

MediaAlpha Company Profile

MediaAlpha, Inc is a technology company that operates a real-time digital marketplace for the distribution of insurance and adjacent services. The company’s platform connects buyers—consumers seeking insurance policies—to sellers, including insurance carriers and distribution partners, through programmatic bidding and data-driven pricing. By leveraging transaction-level data and proprietary auction mechanics, MediaAlpha enables carriers to acquire customers more efficiently and at scale.

The firm offers a suite of products that help clients optimize marketing spend and improve conversion rates.