MediaAlpha (NYSE:MAX) Insider Steven Yi Sells 4,000 Shares

MediaAlpha, Inc. (NYSE:MAX) insider Steven Yi sold 4,000 shares of the stock in a transaction on Monday, March 16th. The stock was sold at an average price of $9.93, for a total transaction of $39,720.00. Following the sale, the insider owned 3,064,474 shares of the company’s stock, valued at approximately $30,430,226.82. This trade represents a 0.13% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website.

Steven Yi also recently made the following trade(s):

• On Tuesday, March 17th, Steven Yi sold 5,227 shares of MediaAlpha stock. The stock was sold at an average price of $9.94, for a total value of $51,956.38.
• On Tuesday, March 10th, Steven Yi sold 4,000 shares of MediaAlpha stock. The stock was sold at an average price of $9.75, for a total value of $39,000.00.
• On Monday, March 9th, Steven Yi sold 5,650 shares of MediaAlpha stock. The shares were sold at an average price of $9.86, for a total value of $55,709.00.
• On Tuesday, March 3rd, Steven Yi sold 8,000 shares of MediaAlpha stock. The shares were sold at an average price of $10.03, for a total value of $80,240.00.
• On Monday, March 2nd, Steven Yi sold 39,252 shares of MediaAlpha stock. The shares were sold at an average price of $9.99, for a total value of $392,127.48.
• On Wednesday, February 25th, Steven Yi sold 12,748 shares of MediaAlpha stock. The stock was sold at an average price of $9.69, for a total value of $123,528.12.
• On Monday, February 23rd, Steven Yi sold 4,000 shares of MediaAlpha stock. The stock was sold at an average price of $7.75, for a total value of $31,000.00.
• On Thursday, February 19th, Steven Yi sold 4,000 shares of MediaAlpha stock. The shares were sold at an average price of $7.29, for a total value of $29,160.00.
• On Tuesday, February 17th, Steven Yi sold 4,000 shares of MediaAlpha stock. The shares were sold at an average price of $7.16, for a total transaction of $28,640.00.
• On Wednesday, February 11th, Steven Yi sold 4,000 shares of MediaAlpha stock. The shares were sold at an average price of $7.99, for a total transaction of $31,960.00.

MediaAlpha Stock Up 0.3%

Shares of NYSE MAX opened at $9.68 on Wednesday. The firm has a market cap of $624.00 million, a PE ratio of 24.81 and a beta of 1.30. The company’s fifty day simple moving average is $9.78 and its 200 day simple moving average is $11.38. MediaAlpha, Inc. has a 12-month low of $7.09 and a 12-month high of $13.92.

MediaAlpha (NYSE:MAX) last posted its quarterly earnings results on Monday, February 23rd. The company reported $0.50 earnings per share for the quarter, beating the consensus estimate of $0.25 by $0.25. MediaAlpha had a net margin of 2.30% and a negative return on equity of 132.73%. The firm had revenue of $291.16 million during the quarter, compared to the consensus estimate of $296.42 million. During the same period in the previous year, the firm posted $0.08 earnings per share. The business’s revenue was down 3.2% compared to the same quarter last year. On average, equities analysts predict that MediaAlpha, Inc. will post 0.48 earnings per share for the current year.

MediaAlpha News Summary

Here are the key news stories impacting MediaAlpha this week:

• Positive Sentiment: Analyst/brokerage sentiment remains constructive — consensus coverage shows a “Moderate Buy” view, which supports demand from retail and institutional buyers and can help limit downside after weak quarters. Read More.
• Positive Sentiment: Technical breakout — MAX recently cleared its 50‑day moving average, a short‑term bullish signal that can attract momentum traders and algos. That technical move likely contributed to intraday buying interest. Read More.
• Neutral Sentiment: Q4 results context — MediaAlpha reported an EPS beat but a slight revenue shortfall in late February; the earnings beat supports the stock, but mixed top‑line trends temper enthusiasm. Market commentary on whether to buy/sell/hold reflects that nuance. Read More.
• Neutral Sentiment: Multiple small director/insider sales — Director Eugene Nonko filed several small sales (hundreds to low thousands of shares). Sizes are modest relative to his holdings and look like routine rebalancing rather than a firm vote of no confidence. Read More.
• Negative Sentiment: CRO Keith Cramer sold 10,000 shares (~3.16% reduction of his holding) at about $9.89 — a larger insider sale that some investors interpret negatively and which can add short‑term selling pressure or sentiment risk. Read More.
• Negative Sentiment: Other executive sales — Insider Steven Yi sold several thousand shares (transactions ~ $40k–$52k each); though he retains a large stake, the sales add to the volume of insider liquidity and could be viewed unfavorably in the short term. Read More.

Analyst Ratings Changes

A number of brokerages have commented on MAX. Zacks Research raised MediaAlpha from a “strong sell” rating to a “strong-buy” rating in a research note on Tuesday, February 24th. The Goldman Sachs Group cut their target price on MediaAlpha from $13.50 to $11.50 and set a “neutral” rating on the stock in a report on Tuesday, February 24th. Wall Street Zen raised shares of MediaAlpha from a “buy” rating to a “strong-buy” rating in a research report on Sunday, January 11th. Keefe, Bruyette & Woods decreased their price target on shares of MediaAlpha from $19.00 to $16.00 and set an “outperform” rating for the company in a research note on Tuesday, February 24th. Finally, Weiss Ratings upgraded shares of MediaAlpha from a “sell (d)” rating to a “hold (c-)” rating in a report on Wednesday, February 25th. One research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $14.58.

Institutional Trading of MediaAlpha

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Rockefeller Capital Management L.P. raised its stake in shares of MediaAlpha by 9,917.9% in the fourth quarter. Rockefeller Capital Management L.P. now owns 2,805 shares of the company’s stock worth $36,000 after purchasing an additional 2,777 shares during the last quarter. Pacer Advisors Inc. boosted its position in shares of MediaAlpha by 6.7% during the fourth quarter. Pacer Advisors Inc. now owns 263,024 shares of the company’s stock valued at $3,406,000 after buying an additional 16,597 shares during the last quarter. Invesco Ltd. grew its holdings in MediaAlpha by 32.1% during the fourth quarter. Invesco Ltd. now owns 26,024 shares of the company’s stock worth $337,000 after buying an additional 6,319 shares in the last quarter. Mercer Global Advisors Inc. ADV grew its holdings in MediaAlpha by 32.1% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 16,960 shares of the company’s stock worth $220,000 after buying an additional 4,120 shares in the last quarter. Finally, State of Tennessee Department of Treasury purchased a new stake in MediaAlpha in the 4th quarter valued at $167,000. 64.39% of the stock is owned by institutional investors.

About MediaAlpha

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.