Stagwell, Inc. Class A (STGW)

Stagwell's stock has experienced fluctuations over the past six months. The stock was down 9.95% over the past 30 days and down 11.62% for the past 12 months as of January 12, 2026. Key events include the Q3 2025 earnings report with a 4% year-over-year revenue increase and a partnership with Palantir, and the Q2 2025 earnings report with a 5% increase in top-line GAAP revenue. Stock prices have shown volatility, with both significant increases and decreases.

Stagwell's business experiences some seasonality, with the fourth quarter typically being its strongest. Demand is sensitive to macroeconomic conditions, and clients may reduce marketing budgets during economic downturns. However, there is continued demand for digital transformation services.

Stagwell, Inc. is a global marketing and communications company operating as a challenger network with a digital-first approach. Its core business revolves around data-driven marketing and digital transformation, serving diverse clients across industries like technology, finance, consumer goods, and healthcare. Stagwell offers a suite of services including digital transformation, creative services, media planning, public relations, data analytics, and consumer insights, featuring the Stagwell Marketing Cloud (SMC) platform with AI, ML, and mixed-reality technologies.

Stagwell has a significant global presence with approximately 13,000 employees in over 34 countries. It has expanded through strategic acquisitions and regional hubs, including APAC (Singapore HQ, ADK GLOBAL acquisition), Latin America (São Paulo hub, PROS acquisition), and Europe (London HQ, What's Next Partners and In the Company of Huskies acquisitions). The company is also expanding in MENA through the acquisition of Consulum.

In the past year, Stagwell has actively engaged in industry events and launched new initiatives. Stagwell exhibited at CES 2023, and its agencies produced numerous ads for Super Bowl LVII. Stagwell hosted SPORT BEACH at Cannes Lions and won 12 Lions. The company launched "Taylor," a generative AI content tool, and Harris Quest, an AI-enabled research suite. A Stagwell/HarrisX poll indicated a strong reputation for the tech sector, with 81% of Americans viewing it favorably.

Stagwell Inc. has a diverse ownership structure, with 297 institutional owners and shareholders holding a total of 119,470,679 shares. Major institutional shareholders include Hotchkis & Wiley Capital Management Llc, Madison Avenue Partners, LP, and BlackRock, Inc. Mark J. Penn, the founder, is a major individual shareholder, owning 29,368,697 shares, representing 11.6% of the class as of December 15, 2025.