OUTFRONT Media (NYSE:OUT) Sets New 12-Month High – What’s Next?

OUTFRONT Media Inc. (NYSE:OUT)’s stock price reached a new 52-week high on Thursday . The stock traded as high as $25.48 and last traded at $25.3350, with a volume of 1076823 shares changing hands. The stock had previously closed at $24.61.

OUTFRONT Media News Roundup

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 research analysts recently commented on the stock. Wall Street Zen raised shares of OUTFRONT Media from a “hold” rating to a “buy” rating in a research report on Saturday, November 15th. Barrington Research restated an “outperform” rating and set a $21.00 price target on shares of OUTFRONT Media in a report on Friday, November 7th. JPMorgan Chase & Co. raised shares of OUTFRONT Media from a “neutral” rating to an “overweight” rating and upped their price target for the stock from $19.00 to $25.00 in a research note on Wednesday, November 12th. Wells Fargo & Company reiterated an “overweight” rating and set a $27.00 price objective (up from $23.00) on shares of OUTFRONT Media in a report on Thursday, December 18th. Finally, Citigroup restated a “buy” rating and issued a $23.00 target price (up previously from $20.00) on shares of OUTFRONT Media in a research note on Wednesday, November 12th. Six investment analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, OUTFRONT Media has a consensus rating of “Buy” and a consensus price target of $24.57.

OUTFRONT Media Stock Performance

The firm has a market cap of $4.11 billion, a price-to-earnings ratio of 36.18, a price-to-earnings-growth ratio of 1.26 and a beta of 1.57. The firm’s 50 day moving average is $23.78 and its 200-day moving average is $20.20. The company has a debt-to-equity ratio of 4.75, a quick ratio of 0.79 and a current ratio of 0.79.

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

OUTFRONT Media Dividend Announcement

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

Insider Activity

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

Institutional Investors Weigh In On OUTFRONT Media

Hedge funds have recently bought and sold shares of the company. Advisory Services Network LLC bought a new position in shares of OUTFRONT Media in the third quarter worth about $29,000. Private Trust Co. NA acquired a new stake in OUTFRONT Media in the 3rd quarter valued at approximately $33,000. Farther Finance Advisors LLC increased its position in OUTFRONT Media by 157.6% in the 4th quarter. Farther Finance Advisors LLC now owns 2,339 shares of the financial services provider’s stock worth $56,000 after buying an additional 1,431 shares during the period. IFP Advisors Inc lifted its holdings in shares of OUTFRONT Media by 16.5% during the third quarter. IFP Advisors Inc now owns 4,107 shares of the financial services provider’s stock worth $78,000 after buying an additional 582 shares during the last quarter. Finally, Rossby Financial LCC lifted its holdings in shares of OUTFRONT Media by 42.4% during the second quarter. Rossby Financial LCC now owns 6,953 shares of the financial services provider’s stock worth $113,000 after buying an additional 2,071 shares during the last quarter.

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.