MarketWise, Inc. Class A (MKTW)

In the past six months, MarketWise, Inc. experienced a share price increase of 11.90% between October 23, 2024, and October 23, 2025. On August 1, 2025, a quarterly and special dividend of $0.40 per Class A share was declared, payable on September 25, 2025. Second-quarter 2025 earnings were reported on August 7, 2025, with GAAP revenue surpassing analyst projections but GAAP earnings per share missing forecasts, amid pressure from declining user counts. MarketWise, Inc. was dropped from the Russell 3000 Growth Index on June 30, 2025, and from the Russell 2500 Growth Index on June 29, 2025. Erik Mickels was appointed as Chief Operating and Financial Officer on August 6, 2025. In Q1 2025, the company reported positive cash flows, and Q4 2024 billings increased over 10% sequentially, attributed to new product launches and increased organizational stability.

Explicit information on demand seasonality for MarketWise, Inc. products and services is not detailed, but the company's performance is sensitive to broader market conditions and investor engagement. Strong market interest can drive demand, while declining billings can occur with market sentiment and economic cycles. Recovery in billings has been linked to new product launches and improved operational stability.

MarketWise, Inc. is a financial technology company operating in the Financials sector, specifically the Financial Data & Stock Exchanges industry. The company operates a multi-brand platform providing financial research, software, education, and tools for self-directed investors. Its business model is subscription-based, offering a diverse portfolio of investment research and analytical tools across various investment strategies, delivered through multiple media. Key brands include Stansberry Research, Chaikin Analytics, Brownstone Research, InvestorPlace, TradeSmith, and Altimetry. The company offers approximately 27 free products and 116 paid products through its 12 primary customer-facing brands.

MarketWise, Inc. operates and serves self-directed investors in the United States and internationally.

MarketWise's brand reputation has faced scrutiny due to its aggressive advertising practices, which could lead to regulatory oversight and negatively impact its brand image, potentially affecting revenues and overall performance.

MarketWise, Inc. is owned by a mix of institutional shareholders, company insiders, and individual investors. Major institutional owners include Barclays Plc, BlackRock, Inc., Phraction Management LLC, Vanguard Group Inc, IWM - iShares Russell 2000 ETF, Geode Capital Management, Llc, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, State Street Corp, Royce Value Trust Inc, and Royce & Associates Lp. Monument Cathedral Holdings LLC is the largest individual and insider owner, followed by Erika Nolan and W. P. Bonner 2009 Irrevocable Trust Number Two Elizabeth.