Stagwell, Inc. Class A (STGW)

Over the past six months, several events have impacted Stagwell's stock price. On November 6, 2025, Stagwell reported its Q3 2025 earnings, with positive year-over-year growth in revenue, net revenue, adjusted EBITDA, and adjusted EPS, leading to a surge in the company's shares. During Q3 2025, Stagwell also announced a partnership with Palantir. Despite the Q3 surge, the stock price experienced a decline of 24.42% between January 2, 2025 and December 31, 2025. As of January 12, 2026, the stock was trading at $5.560, with its 52-week range spanning from $4.030 to $7.480. Other notable events include Stagwell's Chairman and CEO Mark Penn attending the 28th Annual Needham Growth Conference on January 14, 2026. On January 7, 2026, Stagwell aligned its media and commerce companies under a new Global Chair, Slavi Samardzija. The company also launched 'The Machine,' described as Marketing's First Agentic Operating System, on January 5, 2026. In December 2025, Stagwell launched NewVoices.ai, an enterprise sales, support, and retention platform powered by adaptive AI, and aligned its Communications and Advocacy companies under Global Chair Zac Moffatt. Additionally, Mark Penn unveiled a survey of 100 CEOs on AI advancements heading into 2026 on December 9, 2025.

Demand seasonality for Stagwell's products and services is particularly evident in its advocacy business, which typically experiences fluctuations aligned with political cycles. As of August 2024, the company anticipated accelerating performance in its Advocacy segment during the second half of the year, driven by the ramping up of the convention season and the approach of the general election in November. While Seeking Alpha provides tools to identify seasonal patterns in STGW's stock returns, specific detailed data on demand seasonality for all products and services requires further access.

Stagwell, Inc. is a digital-first global marketing network focused on transforming marketing through a digital-first philosophy and technology-driven approach. The company integrates diverse agency platforms to deliver creative performance at scale, connecting creativity with data-driven insights and cutting-edge technology. Stagwell's major products and services encompass digital transformation, performance media and data, consumer insights and strategy, and creativity and communications. The company invests in agencies offering services such as digital media buying, market research, public relations, creative content, and integrated communications. Stagwell also develops in-house software and technology products, including AI-enabled communications, research, and media technology, cookie-less data platforms, software tools for e-commerce applications, and specialty media solutions in augmented reality. Its Stagwell Marketing Cloud (SMC) offers products like augmented reality, influencer marketing, and AI-assisted press outreach, including the Apollo Program for consumer, creative, and contextual insights.

Stagwell has a significant global operational reach, extending to 98 countries through its network of nearly 80 affiliates. The company has a presence across North America, Europe, the Middle East, Asia-Pacific, and Latin America, with a strong concentration in the United States. In 2023, Stagwell expanded its regional footprint with new hubs in São Paulo and London, and established affiliate partnerships in the Philippines, Vietnam, and Brazil. As of early 2026, Stagwell's specialists operate in over 45 countries.

Stagwell actively monitors and contributes to discussions around corporate reputation. The company annually produces the "Reputation Quotient" in partnership with Axios and The Harris Poll, which serves as a key barometer of American corporate reputation. Stagwell has been involved in events that highlight its focus on industry insights and thought leadership. Stagwell and HarrisX released a nationwide poll indicating that the tech sector was entering 2025 with one of the strongest reputations across industries. Stagwell also announced speakers for its inaugural Future of News summit on May 15, 2024, where it planned to unveil research challenging misconceptions about brand safety in news contexts. Historically, Stagwell has been recognized for its effectiveness and creativity, being ranked the #7 most-awarded marketing network for effectiveness worldwide and #9 for creativity by WARC in March 2022.

Stagwell's ownership structure is a mix of institutional, insider, and public/individual investors. Institutional shareholders hold approximately 34.30% to 38.25%, Stagwell insiders hold approximately 18.41% to 177.97%, and retail investors hold approximately 0.00% to 47.29%. Steven A. Ballmer is the largest individual shareholder, owning 116.04 million shares, which represents 46.03% of the company. Mark Jeffery Penn, the founder, owns 51.85 million shares, accounting for 20.57%. Major institutional owners include Hotchkis & Wiley Capital Management Llc, Madison Avenue Partners, LP, BlackRock, Inc., Goldman Sachs Group Inc, and Vanguard Group Inc. Founder Mark Penn's allied entities and strategic investors have historically exerted significant voting influence.