MediaAlpha (MAX) to Announce Quarterly Earnings on Monday

MediaAlpha (NYSE:MAX) will likely be issuing its Q4 2025 results after the market closes on Monday, February 23rd. Analysts expect the company to announce earnings of $0.25 per share and revenue of $296.4210 million for the quarter. Individuals are encouraged to explore the company’s upcoming Q4 2025 earning overview page for the latest details on the call scheduled for Monday, February 23, 2026 at 5:00 PM ET.

MediaAlpha Trading Down 4.2%

MAX stock opened at $7.16 on Monday. The firm has a 50 day moving average of $11.35 and a 200-day moving average of $11.54. The company has a market cap of $466.29 million, a price-to-earnings ratio of -238.42 and a beta of 1.29. MediaAlpha has a 12-month low of $7.14 and a 12-month high of $13.92.

Insider Activity

In other news, insider Steven Yi sold 4,000 shares of MediaAlpha stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $7.99, for a total transaction of $31,960.00. Following the completion of the sale, the insider directly owned 2,703,330 shares in the company, valued at $21,599,606.70. The trade was a 0.15% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Eugene Nonko sold 6,700 shares of the business’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $10.36, for a total transaction of $69,412.00. Following the completion of the transaction, the director directly owned 1,475,720 shares of the company’s stock, valued at approximately $15,288,459.20. This represents a 0.45% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 500,200 shares of company stock worth $6,041,058 over the last ninety days. 11.53% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On MediaAlpha

Several hedge funds have recently modified their holdings of the stock. Millennium Management LLC increased its position in MediaAlpha by 680.9% during the third quarter. Millennium Management LLC now owns 1,429,556 shares of the company’s stock worth $16,268,000 after purchasing an additional 1,246,493 shares during the last quarter. JPMorgan Chase & Co. grew its stake in shares of MediaAlpha by 29.2% during the 4th quarter. JPMorgan Chase & Co. now owns 1,367,896 shares of the company’s stock valued at $17,714,000 after buying an additional 309,455 shares during the period. Renaissance Technologies LLC grew its stake in shares of MediaAlpha by 10.6% during the 4th quarter. Renaissance Technologies LLC now owns 1,045,400 shares of the company’s stock valued at $13,538,000 after buying an additional 100,300 shares during the period. Shay Capital LLC increased its holdings in shares of MediaAlpha by 17.9% during the 3rd quarter. Shay Capital LLC now owns 790,100 shares of the company’s stock worth $8,991,000 after buying an additional 120,100 shares during the last quarter. Finally, Geode Capital Management LLC increased its holdings in shares of MediaAlpha by 1.0% during the 4th quarter. Geode Capital Management LLC now owns 777,304 shares of the company’s stock worth $10,068,000 after buying an additional 7,530 shares during the last quarter. 64.39% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on MAX. Weiss Ratings reaffirmed a “sell (d)” rating on shares of MediaAlpha in a report on Monday, December 29th. Zacks Research cut MediaAlpha from a “hold” rating to a “strong sell” rating in a research report on Thursday, January 29th. JPMorgan Chase & Co. lifted their price target on MediaAlpha from $14.00 to $15.00 and gave the stock an “overweight” rating in a research note on Thursday, October 30th. Canaccord Genuity Group reissued a “buy” rating and issued a $15.00 price objective on shares of MediaAlpha in a research note on Thursday, October 30th. Finally, Wall Street Zen upgraded shares of MediaAlpha from a “buy” rating to a “strong-buy” rating in a report on Sunday, January 11th. Five analysts have rated the stock with a Buy rating, one has given a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $17.25.

About MediaAlpha

MediaAlpha, Inc is a technology company that operates a real-time digital marketplace for the distribution of insurance and adjacent services. The company’s platform connects buyers—consumers seeking insurance policies—to sellers, including insurance carriers and distribution partners, through programmatic bidding and data-driven pricing. By leveraging transaction-level data and proprietary auction mechanics, MediaAlpha enables carriers to acquire customers more efficiently and at scale.

The firm offers a suite of products that help clients optimize marketing spend and improve conversion rates.