Quad/Graphics, Inc. Class A (QUAD)

In the past six months, Quad/Graphics reported its third-quarter and full-year 2025 results, with shares gaining 0.9% after the Q4 announcement. The company increased its quarterly dividend by 33% and repurchased 1.5 million shares for $8 million in 2025. Quad also announced a temporary surcharge on select printing inks due to rising costs affecting its ink manufacturing subsidiary. Over the past year, the share price has increased by 19.22%.

Quad/Graphics' business experiences demand seasonality, with the majority of its free cash flow generated in the fourth quarter and the first quarter typically being the weakest. Seasonal marketing timelines have been moving up throughout the year, requiring retailers and marketers to activate campaigns earlier.

Quad/Graphics, Inc. is a global marketing experience company providing integrated marketing solutions across print, digital, and media channels, operating within the Industrials sector. The company offers print solutions such as magazines and catalogs, marketing solutions including content creation and data analytics, packaging solutions with custom designs, logistics and distribution services, and branded solutions like promotional items.

Quad/Graphics, Inc. is headquartered in Sussex, Wisconsin, USA, with a global presence including manufacturing and distribution facilities and client-based on-site locations across North America and Latin America, and offices in Asia. The company sold its European operations in February 2025.

In the past year, Quad has solidified its brand reputation as a marketing experience company, recognized by Ad Age as one of the world's largest agency companies. Quad expanded into branded solutions, launched new creative agencies and technology, made strategic acquisitions and partnerships, and won integrated creative and media work with premier brands.

Quad/Graphics, Inc. has a diverse ownership structure including institutional investors (48.49%), insiders (17.01%), and public/individual investors (54.24%). Key institutional investors include Miller Value Partners and BlackRock, Inc. Joel Quadracci, the Chairman, President, and CEO, owns the most Class A shares, and the Quadracci family maintains significant influence through leadership roles and the Quad Voting Trust.