MarketWise

MKTW

Market cap $47.1M

Overview Fund Activity

17.06 USD

-0.36

2.07%

At close Updated Sep 17, 4:00 PM EDT

1 day

-2.07%

5 days

-3.07%

1 month

-5.43%

3 months

-1.39%

6 months

46.82%

Year to date

53.28%

1 year

21.86%

5 years

-91.48%

10 years

-91.36%

About: Marketwise Inc is a multi-brand subscription services platform providing premium financial research, software, education, and tools for investors. Its products are built for high-value financial research, education, actionable investment ideas, and investment software. It is a digital, direct-to-consumer company offering its research across a variety of platforms including mobile, desktops, and tablets.

Employees: 439

Financials Financial Data & Stock Exchanges

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

142% more capital invested

Capital invested by funds: $5.68M [Q1] → $13.8M (+$8.09M) [Q2]

110% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 10

32.08% more ownership

Funds ownership: 1.28% [Q1] → 33.36% (+32.08%) [Q2]

31% less funds holding

Funds holding: 61 [Q1] → 42 (-19) [Q2]

73% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 26

See Fund Rankings

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

Low target

$20

17% upside

Avg. target

$20

17% upside

High target

$20

17% upside

1 analyst rating

0 positive

0%

1 neutral

100%

0 negative

0%

UBS

Alex Kramm

$20

Neutral

Maintained

14 Aug 2025

See Analyst Rankings

Financial journalist opinion

The Motley Fool

MarketWise (MKTW) Q2 Revenue Tops 9%

MarketWise (MKTW) Q2 Revenue Tops 9%

MarketWise (MKTW) Q2 Revenue Tops 9%

MarketWise Reports Net Revenue of $80.0 Million for Second Quarter 2025 and Net Income of $15.3 Million; Second Quarter Billings of $58.2 Million Increased 10% YoY, on an Adjusted Basis; Cash From Operating Activities were $17.8 Million, a YoY Improvement of Over $20 Million; Announced Quarterly and Special Dividend Totaling $0.40 per Class A Share

BALTIMORE, Aug. 07, 2025 (GLOBE NEWSWIRE) -- MarketWise, Inc. (NASDAQ: MKTW) (“MarketWise” or the “Company”), a leading multi-brand digital subscription services platform that provides premium financial research, software, education, and tools for self-directed investors, today reported financial results for second quarter 2025.(1)

MarketWise Reports Net Revenue of $80.0 Million for Second Quarter 2025 and Net Income of $15.3 Million; Second Quarter Billings of $58.2 Million Increased 10% YoY, on an Adjusted Basis; Cash From Operating Activities were $17.8 Million, a YoY Improvement of Over $20 Million; Announced Quarterly and Special Dividend Totaling $0.40 per Class A Share

MarketWise Appoints Erik Mickels as Chief Operating and Financial Officer

BALTIMORE, Aug. 06, 2025 (GLOBE NEWSWIRE) -- MarketWise, Inc. (NASDAQ: MKTW), a leading platform for empowering and educating investors, today announced the appointment of Erik Mickels as Chief Operating and Financial Officer, effective immediately.

MarketWise Appoints Erik Mickels as Chief Operating and Financial Officer

MarketWise Declares Quarterly and Special Dividend Totaling $0.40 Per Class A Share; Announces Second Quarter 2025 Financial Results Release Date

BALTIMORE, Aug. 01, 2025 (GLOBE NEWSWIRE) -- MarketWise, Inc. (NASDAQ: MKTW) (“MarketWise” or “the Company”), a leading multi-brand digital subscription services platform that provides premium financial research, software, education, and tools for self-directed investors, today announced that its Board of Directors declared a quarterly cash dividend to holders of Class A common stock of $0.20 per share on July 31, 2025. An equivalent and proportionate distribution of $0.20 per unit has also been approved to holders of MarketWise, LLC units (the Class B common stock).

MarketWise Declares Quarterly and Special Dividend Totaling $0.40 Per Class A Share; Announces Second Quarter 2025 Financial Results Release Date

MarketWise to Participate in the UBS 2025 Fintech One-on-One Conference on September 10, 2025

BALTIMORE, July 29, 2025 (GLOBE NEWSWIRE) -- MarketWise, Inc. (NASDAQ: MKTW) (“MarketWise” or “the Company”), a leading multi-brand digital subscription services platform that provides premium financial research, software, education, and tools for self-directed investors, today announced that Chief Financial Officer, Erik Mickels, will host one-on-one meetings at the UBS 2025 Fintech One-on-One Conference on Wednesday, September 10, 2025 in New York City, New York.

MarketWise to Participate in the UBS 2025 Fintech One-on-One Conference on September 10, 2025

MarketWise: Leaner, Stronger, And Ready For A Rebound

MarketWise is rebounding after a volatile 2024, with new leadership and improved profitability boosting investor confidence. The company benefits from strong retail investor engagement and still-growing demand for independent financial research, positioning it for further market share gains. A clean balance sheet, attractive dividend policy, and discounted valuation versus peers highlight significant upside potential, supported by a conservative DCF analysis.

MarketWise: Leaner, Stronger, And Ready For A Rebound

MarketWise Announces Appointment of Dr. David Eifrig as Chief Executive Officer

BALTIMORE, May 27, 2025 (GLOBE NEWSWIRE) -- MarketWise, Inc. (NASDAQ: MKTW) ("MarketWise" or "the Company"), a leading multi-brand digital subscription services platform that provides premium financial research, software, education, and tools for investors, today announced that Dr. David "Doc" Eifrig has been appointed Chief Executive Officer of the Company on a permanent basis, effective immediately. Dr. Eifrig has served as interim Chief Executive Officer since August 2024.

MarketWise Announces Appointment of Dr. David Eifrig as Chief Executive Officer

MarketWise Reports Net Revenue of $83.5 Million for First Quarter 2025 and Net Income of $16.8 Million; First Quarter Billings Increase 27% from Prior Quarter; Cash From Operating Activities Improves by $20.2 Million; Provides FY 2025 Financial Targets; Announced Quarterly and Special Dividend Totaling $0.30 per Class A Share

BALTIMORE, May 08, 2025 (GLOBE NEWSWIRE) -- MarketWise, Inc. (NASDAQ: MKTW) (“MarketWise” or the “Company”), a leading multi-brand digital subscription services platform that provides premium financial research, software, education, and tools for self-directed investors, today reported financial results for first quarter 2025.(1)

MarketWise Reports Net Revenue of $83.5 Million for First Quarter 2025 and Net Income of $16.8 Million; First Quarter Billings Increase 27% from Prior Quarter; Cash From Operating Activities Improves by $20.2 Million; Provides FY 2025 Financial Targets; Announced Quarterly and Special Dividend Totaling $0.30 per Class A Share

MarketWise to Present at the UBS SMID-Cap Multisector Virtual Conference on June 24, 2025

BALTIMORE, May 02, 2025 (GLOBE NEWSWIRE) -- MarketWise, Inc. (NASDAQ: MKTW) (“MarketWise” or “the Company”), a leading multi-brand digital subscription services platform that provides premium financial research, software, education, and tools for self-directed investors, today announced that Chief Financial Officer, Erik Mickels, will host virtual meetings at the UBS SMID-Cap Multisector Virtual Conference on Tuesday, June 24, 2025.

MarketWise to Present at the UBS SMID-Cap Multisector Virtual Conference on June 24, 2025

MarketWise Declares Quarterly Dividend of $0.20 Per Share on Common Stock; Announces Special Dividend of $0.10 Per Share

BALTIMORE, May 02, 2025 (GLOBE NEWSWIRE) -- MarketWise, Inc. (NASDAQ: MKTW) (“MarketWise” or “the Company”), a leading multi-brand digital subscription services platform that provides premium financial research, software, education, and tools for self-directed investors, today announced that its Board of Directors declared a quarterly cash dividend to holders of Class A common stock of $0.20 per share on May 1, 2025. A comparable distribution of $0.20 per unit has also been approved to holders of MarketWise, LLC units.

MarketWise Declares Quarterly Dividend of $0.20 Per Share on Common Stock; Announces Special Dividend of $0.10 Per Share

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