Analysts Set Expectations for MediaAlpha FY2025 Earnings

MediaAlpha, Inc. (NYSE:MAX) – Equities researchers at William Blair issued their FY2025 earnings estimates for MediaAlpha in a report issued on Wednesday, October 29th. William Blair analyst A. Klauber forecasts that the company will post earnings per share of $0.82 for the year. The consensus estimate for MediaAlpha’s current full-year earnings is $0.48 per share. William Blair also issued estimates for MediaAlpha’s Q4 2025 earnings at $0.23 EPS and FY2026 earnings at $1.04 EPS.

MediaAlpha (NYSE:MAX) last posted its quarterly earnings data on Wednesday, October 29th. The company reported $0.26 EPS for the quarter, beating analysts’ consensus estimates of $0.21 by $0.05. MediaAlpha had a negative net margin of 0.10% and a negative return on equity of 71.02%. The business had revenue of $306.51 million for the quarter, compared to analyst estimates of $283.30 million. During the same quarter last year, the business earned $0.17 earnings per share. The business’s revenue for the quarter was up 18.3% on a year-over-year basis. MediaAlpha has set its Q4 2025 guidance at EPS.

Other analysts have also recently issued reports about the stock. Weiss Ratings restated a “sell (d-)” rating on shares of MediaAlpha in a report on Wednesday, October 8th. Keefe, Bruyette & Woods raised their target price on shares of MediaAlpha from $18.00 to $19.00 and gave the stock an “outperform” rating in a report on Thursday, October 30th. JPMorgan Chase & Co. raised their target price on shares of MediaAlpha from $14.00 to $15.00 and gave the stock an “overweight” rating in a report on Thursday, October 30th. Canaccord Genuity Group restated a “buy” rating and set a $15.00 target price on shares of MediaAlpha in a report on Thursday, October 30th. Finally, The Goldman Sachs Group set a $13.50 target price on shares of MediaAlpha in a report on Friday. Five equities research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, MediaAlpha has an average rating of “Moderate Buy” and a consensus price target of $17.25.

MediaAlpha Price Performance

NYSE MAX opened at $13.29 on Monday. MediaAlpha has a 12 month low of $7.33 and a 12 month high of $13.85. The firm has a market capitalization of $903.19 million, a PE ratio of -442.99 and a beta of 1.21. The company’s 50 day simple moving average is $11.72 and its 200 day simple moving average is $10.76.

Institutional Investors Weigh In On MediaAlpha

A number of institutional investors have recently bought and sold shares of MAX. Allspring Global Investments Holdings LLC boosted its position in MediaAlpha by 54.2% during the 1st quarter. Allspring Global Investments Holdings LLC now owns 42,298 shares of the company’s stock worth $381,000 after acquiring an additional 14,871 shares during the period. Cerity Partners LLC acquired a new stake in shares of MediaAlpha during the 1st quarter valued at $150,000. Arizona State Retirement System acquired a new stake in shares of MediaAlpha during the 1st quarter valued at $95,000. CWM LLC boosted its stake in shares of MediaAlpha by 151.8% during the 1st quarter. CWM LLC now owns 16,523 shares of the company’s stock valued at $153,000 after buying an additional 9,962 shares during the period. Finally, Y Intercept Hong Kong Ltd boosted its stake in shares of MediaAlpha by 148.4% during the 1st quarter. Y Intercept Hong Kong Ltd now owns 26,288 shares of the company’s stock valued at $243,000 after buying an additional 15,705 shares during the period. 64.39% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other MediaAlpha news, Director Kathy P. Vrabeck purchased 31,000 shares of the company’s stock in a transaction that occurred on Tuesday, August 12th. The shares were purchased at an average cost of $9.60 per share, with a total value of $297,600.00. Following the completion of the transaction, the director owned 129,657 shares of the company’s stock, valued at approximately $1,244,707.20. This represents a 31.42% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CRO Keith Cramer sold 20,000 shares of the stock in a transaction dated Tuesday, August 12th. The stock was sold at an average price of $9.73, for a total value of $194,600.00. Following the completion of the sale, the executive directly owned 167,200 shares of the company’s stock, valued at approximately $1,626,856. This represents a 10.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 29,669 shares of company stock valued at $297,873 in the last 90 days. Corporate insiders own 11.53% of the company’s stock.

MediaAlpha Company Profile

MediaAlpha, Inc, through its subsidiaries, operates an insurance customer acquisition platform in the United States. It optimizes customer acquisition in various verticals of property and casualty insurance, health insurance, and life insurance. The company was founded in 2014 and is headquartered in Los Angeles, California.