Thryv Holdings, Inc. (THRY)

Thryv Holdings, Inc. (THRY) stock price has experienced a significant decline in the past six months. Key events impacting the stock include Q4 2025 earnings, where Thryv reported a loss of ($0.22) earnings per share (EPS), missing analysts' consensus estimates. Analysts have given THRY a consensus "Hold" rating, with an average 1-year price target of $9.50. The CEO and CFO of Thryv purchased a combined 45,000 shares of company stock in early March 2026. Thryv launched an AI-powered Lead Flow platform in March 2026 and is shifting its focus to an AI-enabled "Market, Sell, Grow" platform. S&P Global Ratings affirmed Thryv's 'B' rating with a stable outlook, but noted the company's vulnerability to technological disintermediation longer term due to AI-native entrants in the industry.

Direct and explicit information regarding the seasonality of demand for Thryv's own SaaS products and Marketing Services is not extensively detailed. There are indications that the Marketing Services revenue can be impacted by the "print schedule," which might introduce some timing differences or seasonality in that segment's revenue recognition. However, a clear pattern of seasonal demand for Thryv's overall product and service offerings is not explicitly stated.

Thryv Holdings, Inc. is a software-as-a-service (SaaS) company that provides digital marketing solutions and cloud-based tools primarily to small-to-medium-sized businesses (SMBs). The company operates in the Technology sector, focusing on empowering SMBs to modernize their operations and compete in the digital economy. Thryv's major products and services are delivered through two primary segments: Thryv SaaS and Thryv Marketing Services. The Thryv SaaS Platform is an all-in-one small business management software with features like CRM, automated marketing, online scheduling, and payment processing. Thryv Marketing Services provides print and digital marketing solutions, including traditional print Yellow Pages and search engine optimization tools.

Thryv Holdings, Inc. has a significant presence across the United States, operating in 48 states. The company is also expanding internationally, with a regional headquarters in Toronto, Canada, and an active presence in Australia. Globally, over 50,000 businesses utilize Thryv's SaaS platform.

Thryv's brand reputation appears to be in a transitional phase, marked by both innovation and market challenges. The company is actively promoting its shift to an AI-enabled "Market, Sell, Grow" platform and launching new AI-powered solutions. However, the significant decline in stock price and the "Hold" consensus rating from analysts suggest a cautious market perception. S&P Global Ratings highlighted the company's vulnerability to technological disintermediation from new AI-native entrants, which could pose a long-term reputational risk.

Thryv Holdings, Inc. has a mixed ownership structure, with institutional investors holding a significant portion of the shares. As of early 2026, institutional investors hold approximately 28.80% to 69.83% of the company's stock, while insiders hold around 27.00% and retail investors hold about 3.16%. Major institutional owners include Fmr Llc, Paulson & Co. Inc., and BlackRock, Inc. Paulson & Co Inc is also noted as the largest individual Thryv Holdings shareholder.