OUTFRONT Media Inc. (OUT)

OUTFRONT Media's stock has increased by 32.6% in the past six months and 20.01% over the past year. The company reported its second-quarter 2025 results on August 5, 2025, with revenues of $460.2 million, operating income of $56.2 million, and net income of $19.5 million. In October 2025, the stock experienced a bearish momentum divergence. OUTFRONT Media also announced a quarterly cash dividend of $0.30 per share, payable on September 30, 2025.

Demand seasonality for products and services in the advertising industry is influenced by factors such as weather, holidays, school schedules, and cultural events. The out-of-home advertising sector is subject to these external factors, and businesses account for seasonality in their demand forecasting to optimize inventory, manage costs, and enhance customer satisfaction.

OUTFRONT Media is an out-of-home (OOH) media company operating as a real estate investment trust (REIT). Its core business involves providing advertising space on OOH structures and sites, including billboards, digital displays, transit advertising, street furniture, mobile billboards, and sports media. The company offers value-added services like location-based displays, audience measurement, pre-campaign research, and post-campaign analytics, leveraging OUTFRONT STUDIOS and XLabs to deliver impactful marketing experiences.

OUTFRONT Media primarily operates in the United States, maintaining a nationwide footprint across various OOH formats and holding advertising contracts with major transit authorities. It previously had operations in Canada, but its Canadian division was sold in 2024.

In January 2025, The Myers Report recognized OUTFRONT Media as an industry leader across various metrics. Strategic initiatives, such as digital integration and leveraging major sporting events, aim to enhance profitability and expand reach. The appointment of new senior sales leadership reflects a strategic transformation to better serve clients.

Major institutional owners of OUTFRONT Media include Fmr Llc, BlackRock, Inc., Vanguard Group Inc, Providence Equity Partners L.L.C., Cohen & Steers, Inc., IJR - iShares Core S&P Small-Cap ETF, CSEIX - Cohen & Steers Real Estate Securities Fund Class A, Invesco Ltd., Goldman Sachs Group Inc, and State Street Corp.