Bailard Inc. Sells 23,467 Shares of OUTFRONT Media Inc. $OUT

Bailard Inc. reduced its stake in shares of OUTFRONT Media Inc. (NYSE:OUT) by 50.4% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 23,085 shares of the financial services provider’s stock after selling 23,467 shares during the period. Bailard Inc.’s holdings in OUTFRONT Media were worth $423,000 at the end of the most recent reporting period.

A number of other hedge funds also recently modified their holdings of OUT. Pacific Heights Asset Management LLC grew its holdings in OUTFRONT Media by 40.0% during the third quarter. Pacific Heights Asset Management LLC now owns 700,000 shares of the financial services provider’s stock valued at $12,824,000 after purchasing an additional 200,000 shares during the period. Amalgamated Bank lifted its position in shares of OUTFRONT Media by 4.5% during the 3rd quarter. Amalgamated Bank now owns 41,685 shares of the financial services provider’s stock valued at $764,000 after buying an additional 1,802 shares during the last quarter. Evergreen Capital Management LLC grew its stake in shares of OUTFRONT Media by 14.1% during the 3rd quarter. Evergreen Capital Management LLC now owns 31,380 shares of the financial services provider’s stock worth $575,000 after acquiring an additional 3,884 shares during the period. Nordea Investment Management AB grew its stake in shares of OUTFRONT Media by 41.9% during the 3rd quarter. Nordea Investment Management AB now owns 474,055 shares of the financial services provider’s stock worth $8,670,000 after acquiring an additional 140,060 shares during the period. Finally, Sumitomo Mitsui DS Asset Management Company Ltd increased its holdings in OUTFRONT Media by 14.7% in the 3rd quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 31,905 shares of the financial services provider’s stock worth $584,000 after acquiring an additional 4,090 shares during the last quarter.

OUTFRONT Media Price Performance

Shares of NYSE:OUT opened at $24.60 on Friday. The company has a 50 day moving average of $23.78 and a 200 day moving average of $20.20. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 4.75. The stock has a market cap of $4.11 billion, a P/E ratio of 36.18, a P/E/G ratio of 1.26 and a beta of 1.57. OUTFRONT Media Inc. has a 12 month low of $12.95 and a 12 month high of $25.51.

OUTFRONT Media (NYSE:OUT) last announced its quarterly earnings results on Thursday, November 6th. The financial services provider reported $0.29 EPS for the quarter, missing the consensus estimate of $0.50 by ($0.21). The firm had revenue of $467.50 million during the quarter, compared to the consensus estimate of $458.32 million. OUTFRONT Media had a net margin of 6.86% and a return on equity of 21.56%. The firm’s revenue for the quarter was up 3.5% on a year-over-year basis. During the same period in the previous year, the business earned $0.19 earnings per share. As a group, sell-side analysts forecast that OUTFRONT Media Inc. will post 1.59 EPS for the current fiscal year.

OUTFRONT Media Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Friday, December 5th were given a dividend of $0.30 per share. This represents a $1.20 annualized dividend and a yield of 4.9%. The ex-dividend date was Friday, December 5th. OUTFRONT Media’s payout ratio is presently 176.47%.

Trending Headlines about OUTFRONT Media

Here are the key news stories impacting OUTFRONT Media this week:

• Positive Sentiment: Zacks Research nudged several quarterly EPS estimates higher (small upgrades to Q4/Q2/Q3 windows), which supports near-term earnings momentum and underpins the consensus full‑year view near $1.59. Upward revisions can help sentiment and analyst price targets. Read More.
• Positive Sentiment: Multiple sell‑side firms have raised ratings and price targets over recent months (e.g., Morgan Stanley, Wells Fargo, JPMorgan upgrades noted in the coverage), reinforcing a bullish narrative from analysts about OUT’s OOH advertising exposure and recovery potential. Read More.
• Neutral Sentiment: Market positioning: several institutional investors added or adjusted stakes during the quarter, showing steady institutional interest but not a clear directional catalyst on its own. Read More.
• Negative Sentiment: An insider transaction: Director Manuel Diaz sold 11,271 shares at about $24.49 (roughly $276k), reducing his holding ~19%. Insider sales can be interpreted negatively by some investors as a liquidity signal. Read More.
• Negative Sentiment: Recent performance and fundamentals remain mixed — the last quarterly report showed a revenue beat but a significant EPS miss, the company carries a high debt load (D/E ~4.75) and the dividend payout ratio is elevated — factors that increase sensitivity to advertising cyclicality and rate/credit concerns. Read More.
• Negative Sentiment: News headline risk: a recent Yahoo Finance piece highlighted the company’s strong one‑year gain followed by a “cut loose” development (headline may refer to an executive/operational change or governance move). That kind of story can amplify volatility and investor caution until details are clarified. Read More.

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on OUT. Barrington Research reiterated an “outperform” rating and set a $21.00 target price on shares of OUTFRONT Media in a research report on Friday, November 7th. JPMorgan Chase & Co. upgraded shares of OUTFRONT Media from a “neutral” rating to an “overweight” rating and upped their price target for the company from $19.00 to $25.00 in a research note on Wednesday, November 12th. New Street Research set a $24.00 price objective on shares of OUTFRONT Media in a research note on Tuesday, November 11th. Wells Fargo & Company restated an “overweight” rating and set a $27.00 target price (up previously from $23.00) on shares of OUTFRONT Media in a research report on Thursday, December 18th. Finally, Wall Street Zen raised OUTFRONT Media from a “hold” rating to a “buy” rating in a report on Saturday, November 15th. Six research analysts have rated the stock with a Buy rating, According to data from MarketBeat, the stock has an average rating of “Buy” and an average price target of $24.57.

Insiders Place Their Bets

In other OUTFRONT Media news, Director Manuel A. Diaz sold 11,271 shares of the firm’s stock in a transaction dated Wednesday, January 21st. The stock was sold at an average price of $24.49, for a total value of $276,026.79. Following the sale, the director owned 47,515 shares of the company’s stock, valued at $1,163,642.35. This trade represents a 19.17% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 0.47% of the stock is owned by corporate insiders.

About OUTFRONT Media

OUTFRONT Media Inc is a leading out-of-home (OOH) advertising company offering a broad range of billboard, transit and digital display solutions across major urban markets in the United States and Canada. Its portfolio encompasses traditional static billboards, high-resolution digital signage, transit media on buses, trains and taxis, as well as street furniture placements such as bus shelters, kiosks and urban panels. The company partners with brand marketers to deliver high-impact campaigns that engage consumers outside the home environment.

Through an extensive network of assets in key metropolitan areas, OUTFRONT provides advertisers with premium visibility along highways, city streets and transit corridors.