Stagwell (STGW)
Combines specialist marketing agencies with media, technology, communications, and subscription software.
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Provides creative, research, digital transformation, media, commerce, communications, and advocacy services through a portfolio of specialist agencies, earning fees, commissions, and performance incentives. Subscription software and data tools extend the offering to in-house marketers, while most revenue comes from US operations.
Runs a digital-first network of agencies and marketing technology products for large brands. Five reportable segments cover Marketing Services; Digital Transformation; Media & Commerce; Communications, including public affairs and advocacy; and The Marketing Cloud, a suite of subscription software and data tools for in-house marketers.
Keeps specialist brands such as 72andSunny, Anomaly, Code and Theory, Assembly, Allison, and SKDK distinct while combining them for larger, multidiscipline or multiregion assignments. Most revenue is generated in the United States, with agency operations across the United Kingdom and other international markets.
Earns primarily from service fees, commissions, and performance incentives, while The Marketing Cloud adds recurring subscription models. Demand follows client marketing budgets and account retention; delivery depends on creative, research, media, and technology talent, and acquisitions remain a recurring way to add capabilities and geographic reach.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jun 29, 2026 | Needham | Reiterate | Rating: —Target: $10 | Target: $8 |
| Mar 11, 2026 | Craig-Hallum | Target | Target: — | Target: $8 |
| May 9, 2025 | Benchmark | Downgrade | ||
| Feb 21, 2025 | Wells Fargo | Upgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $109.5M · Total debt $1.71B · Total assets $4.20B · Shareholders' equity $669.4M
- Revenue
- $786.3M
- Operating income
- $11.5M
- Net income
- −$8.8M
No dividends on record.
| Institutions | ≈ 43.38% | 106.06M shares | |
|---|---|---|---|
| 191 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 11.28% | 27.57M shares | |
| 13 holders · as of Aug 13, 2026 | |||
| Strategic holders | 47.47% | 116.04M shares | |
| 1 holder · as of May 5, 2025 | |||
| Adds to | 102.13% | ||
244.48M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 102.13%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Polpat LLCStrategic10 percent owner | 47.47% | 116.04M | filed May 5, 2025 |
Mark Jeffery Penn1Insiderdirector, 10 percent owner, officer: Chief Executive Officer | 10.37% | 29.37M | filed Aug 11, 2026 |
Hotchkis & Wiley Capital Management LLCInstitution | 8.72% | 21.31M | as of Jun 30, 2026 |
Hotchkis and Wiley Capital Management, LLCInstitution | 8.60% | 21.03M | filed Nov 14, 2025 |
BlackRock, Inc.Institution | 3.33% | 8.14M | as of Jun 30, 2026 |
- Mark Jeffery Penn's own ownership statement (13D, Jan 13, 2026) less the 4.03M net shares sold since reports fewer shares than the transaction reports; the statement is used.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 31, 2026 | Frank P. Lanuto | officer: See Remarks | −62,000 | $8.46 |
| May 13, 2026 | Mark Jeffery Penn | director, 10 percent owner, officer: Chief Executive Officer | +20,000 | $5.88 |
| May 4, 2026 | Bradley J. Gross | director | −2,163,790 | $6.04 |
- Omnicom Group
Largest marketing-services holdco post-IPG merger; broadest direct overlap.
- WPP (ADR)
Legacy global holdco organized around six networks; explicit benchmark rival.
- Accenture
Consulting parent whose Accenture Song unit (Droga5, Fjord) directly competes.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Stagwell | $8.46 | +1.26% | $2.07B | 134.7 | 7.1 | 0.7 | +11.3% |
| Omnicom Group | $75.27 | −0.43% | $20.74B | 40.9 | 7.3 | 0.9 | +63.4% |
| WPP (ADR) | $25.68 | +0.12% | $5.53B | — | — | 0.3 | −3.9% |
| Accenture | $184.33 | −0.96% | $113.89B | 14.9 | 12.8 | 1.6 | +5.6% |
| Median | 27.9 | 10.1 | 0.9 | +5.6% |