Stagwell (STGW)

• Market cap: $1.39B
• 1 day: -3.87%
• 5 days: -1.14%
• 1 month: -14.43%
• 3 months: -21.27%
• 6 months: -20.91%
• Year to date: -19.32%
• 1 year: -7.45%
• 5 years: 342.37%
• 10 years: -81.41%
• Sector: Communication Services
• Industry: Advertising Agencies

About: Stagwell Inc is the challenger holding company built to transform marketing. It delivers scaled creative performance for the world's ambitious brands, connecting culture-moving creativity with a technology to harmonize the art and science of marketing. The company's segments include Integrated Agencies Network; Brand Performance Network; and Communications Network. It generates maximum revenue from the Integrated Agencies Network segment. Geographically, it derives a majority of its revenue from the United States.

Employees: 14,607

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

62,400% more call options, than puts

Call options by funds: $625K | Put options by funds: $1K

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

9% more funds holding

Funds holding: 145 [Q3] → 158 (+13) [Q4]

2% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 49

2.07% less ownership

Funds ownership: 82.64% [Q3] → 80.57% (-2.07%) [Q4]

6% less capital invested

Capital invested by funds: $649M [Q3] → $609M (-$39.1M) [Q4]

67% less funds holding in top 10

Funds holding in top 10: 3 [Q3] → 1 (-2) [Q4]

Research analyst outlook

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

• Low target: $9 72% upside
• Avg. target: $9.50 82% upside
• High target: $10 92% upside

4 analyst ratings

• positive: 4 100%
• neutral: 0 0%
• negative: 0 0%

Benchmark Mark Zgutowicz 30% 1-year accuracy 20 / 67 met price target	92% upside $10	Buy Reiterated	3 Apr 2025
Rosenblatt Barton Crockett 21% 1-year accuracy 13 / 62 met price target	92% upside $10	Buy Maintained	3 Apr 2025
Needham Laura Martin 48% 1-year accuracy 160 / 334 met price target	72% upside $9	Buy Reiterated	3 Apr 2025
Wells Fargo Steven Cahall 49% 1-year accuracy 17 / 35 met price target	72% upside $9	Overweight Upgraded	21 Feb 2025