OUTFRONT Media Inc. (OUT) Stock Price & Analysis
OUTFRONT Media Inc. (OUT) closed at USD 31.4 on Thursday, October 22, 2026, up 1.29% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 31; the Oct 22, 2026 session ranged USD 31.09–31.53 on volume of 1,224,869 shares. Market capitalization is $5.53B, with a 52-week range of USD 16.97–34.96 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:21 UTC.
Also available as compact Markdown for AI agents: nexqual.com/OUT.md
Key facts (OUT)
- Last four reported quarters (through Jun 30, 2026): revenue $1.93B, net income $245M (12.7% margin), free cash flow $303M (SEC filings).
- 3 of 80 tracked superinvestors hold OUT (13F, Q2 2026): 0 new, 1 added, 1 reduced, 1 unchanged.
- Insider open-market sales, last ~7 months: 7 Form 4 filings, $2.5M; 2 not under a Rule 10b5-1 plan ($436K); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Insider open-market purchases, last ~7 months: 1 Form 4 filing, $127K; 0 by opportunistic insiders, 0 by routine insiders.
- Total return with dividends: 1Y +83.5% vs S&P 500 +14.9%; 5Y +70.1% vs S&P 500 +80.3%.
- Next earnings: 2026-11-05, EPS estimate USD 0.4, revenue estimate $508M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (OUT)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $1.46B | $1.77B | $1.82B | $1.83B | $1.83B | $1.93B |
| Operating income | $168M | $283M | -$253M | $426M | $294M | $395M |
| Net income | $35.6M | $143M | -$425M | $258M | $147M | $245M |
| EPS (diluted) | $0.05 | $0.83 | -$2.70 | $1.51 | $0.82 | — |
| Free cash flow | $25.0M | $164M | $167M | $221M | $219M | $303M |
| Operating margin | 11.5% | 15.9% | -13.9% | 23.2% | 16.0% | 20.5% |
| Net margin | 2.4% | 8.1% | -23.4% | 14.1% | 8.0% | 12.7% |
| Revenue growth | +18.4% | +21.1% | +2.7% | +0.6% | +0.0% | — |
| Cash + short-term investments | $425M | $40.4M | $36.0M | $46.9M | $99.9M | — |
| Total debt | $2.62B | $2.66B | $2.74B | $2.49B | $2.58B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (OUT)
P/E at fiscal year-ends: Dec 2025 27.7x, Dec 2024 12.0x.
Superinvestors (SEC 13F-HR, Q2 2026) (OUT)
3 of 80 tracked investors hold OUT. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| First Eagle Investment | First Eagle Investment Management | 0.02% | $14.0M | Reduced -21.1% |
| Polen Capital | Polen Capital Management | 0.02% | $2.0M | Added +17.4% |
| Thomas Russo | Gardner Russo & Quinn | <0.01% | $445K | Unchanged |
Insider sales (SEC Form 4, open-market, last ~7 months) (OUT)
5 of 7 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-10-01 | Siegel Matthew | EVP, CFO | 25,000 | $696K | 8.6% | Yes (adopted December 11, 2025) | Too little history (no open-market trades in 2023–2025) |
| 2026-09-03 | Bonanni Mark Emilio | EVP, CRO, Commercial | 3,385 | $101K | 24.5% | No | Too little history (no open-market trades in 2023 or 2024) |
| 2026-08-19 | Martin Patrick | SVP, Controller, CAO | 10,000 | $301K | 27.5% | Yes (adopted May 20, 2026) | Too little history (no open-market trades in 2023–2025) |
| 2026-06-23…2026-06-24 | Sauer Richard H. | EVP, General Counsel | 10,000 | $318K | 14.9% | Yes (adopted March 13, 2026) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-06-18…2026-06-22 | Sauer Richard H. | EVP, General Counsel | 10,000 | $311K | 13% | Yes (adopted March 13, 2026) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-06-15…2026-06-17 | Sauer Richard H. | EVP, General Counsel | 15,000 | $469K | 16.3% | Yes (adopted March 13, 2026) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-05-22 | Mathes Peter | Director | 10,000 | $335K | 19.5% | No | Too little history (no open-market trades in 2023 or 2024) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Insider purchases (SEC Form 4, open-market, last ~7 months) (OUT)
1 purchase, $127K. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.
| Trade date | Insider | Role | Shares | Value | Avg price | Insider type |
|---|---|---|---|---|---|---|
| 2026-06-11 | Norton James Michael | EVP, CRO, Enterprise | 4,130 | $127K | 30.81 | Too little history (no open-market trades in 2023–2025) |
Analysts (OUT)
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-08-06 | TD Cowen | Target raised | Buy | $38 → $40 |
| 2026-08-06 | Wells Fargo | Target raised | Overweight | $35 → $38 |
Total return (dividends reinvested) (OUT)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +83.5% | +70.1% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +83.8% | +11.2% |
| Volatility (annualized) | 28.8% | 39.9% |
| Max drawdown | -17.3% (Jul 2026→Sep 2026) | -67.4% (Mar 2022→Oct 2023) |
OUT revenue by business segment (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Billboard Operating | $379.4M | 72.6% | +8.0% |
| Transit Operating | $140.6M | 26.9% | +32.3% |
| Total revenue | $522.5M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
OUT company outlook (results filed Aug 5, 2026)
- “MTA Agreement Based on the recent performance of our MTA assets, the Company currently expects to recoup some, but not all, MTA equipment deployment costs incurred prior to December 31, 2025, and does not currently expect to recoup current period or future MTA equipment deployment costs, even in periods when revenues under the MTA Agreement exceed the minimum annual guarantee threshold.”
- “For additional information, please refer to the Company's Quarterly Report on Form 10-Q for the quarter ended June 30, 2026, which the Company expects to file tomorrow.”
Quoted word-for-word from the SEC 8-K results press release.
OUT analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.40 | $0.41 | -2.2% | $508.1M | 3 |
| Next quarter (ends Dec 2026) | $0.46 | $0.44 | +4.8% | $538.4M | 3 |
| Current fiscal year (ends Dec 2026) | $1.40 | $1.33 | +4.7% | $2.00B | 2 |
| Next fiscal year (ends Dec 2027) | $1.52 | $1.39 | +9.1% | $2.05B | 3 |
OUT options: expected move
Options price a move of about ±11.5% (±$3.60) by Nov 20, 2026, which includes earnings on Nov 5, 2026. Over the last 8 reports the stock moved ±5.3% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 51.2% | ±11.5% |
| Dec 18, 2026 | 56 | 38.4% | ±12.1% |
| Mar 19, 2027 | 147 | 34.7% | ±17.4% |
| Jun 17, 2027 | 237 | 31.6% | ±19.9% |
30-day implied volatility 31.1% vs 18.3% realized over the last 30 trading days. Put/call ratio (volume) 0. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 09:21 UTC)
| Price | USD 31.4 |
|---|---|
| Change | ▲ 1.29% (up) |
| Previous Close | USD 31 |
| Open | USD 31.23 |
| Day Range | USD 31.09 – 31.53 |
| 52-Week Range | USD 16.97 – 34.96 |
| Volume | 1,224,869 shares |
| Market Cap | $5.53B |
| Exchange | NYQ |
Technical Analysis (OUT)
Nexqual's technical model rates OUT "BUY" based on 5 bullish and 2 bearish signals across 127 daily candles, as of October 23, 2026 at 09:21 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 71.78 (overbought) |
| vs SMA50 | Above (USD 29.3) |
| MACD | 0.56 (positive) |
Earnings (OUT)
| Next Earnings Date | 2026-11-05 |
|---|---|
| EPS Estimate | USD 0.4 |
| Revenue Estimate | $508.06M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.45 vs est 0.37 ▲ beat |
| 2026-03-31 | USD 0.11 vs est 0.07 ▲ beat |
| 2025-12-31 | USD 0.52 vs est 0.5 ▲ beat |
| 2025-09-30 | USD 0.3 vs est 0.25 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:21 UTC.
Financials & Fundamentals (OUT)
| Total Revenue | $1.93B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +13.50% |
| Gross Margin | +51.41% |
| Operating Margin | +22.28% |
| Profit Margin | +12.66% |
| ROE | +35.02% |
| Debt / Equity | 5.74 |
| Current Ratio | 0.67 |
| Total Cash | $31.20M |
| Total Debt | $4.13B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $303.40M (15.7% of revenue) |
Source: Nexqual, October 23, 2026 at 09:21 UTC.
Financial Health Score (OUT)
Nexqual rates OUTFRONT Media Inc.'s overall financial health "Solid" across five dimensions, as of October 23, 2026 at 09:21 UTC.
| Growth | Mixed — Revenue +0.0% YoY (annual), slow |
|---|---|
| Profitability | Strong — Gross margin 51%, operating 22% (last 12 months) |
| Balance Sheet | Critical — $31M cash and investments vs $2.53B debt (Jun 2026, SEC) |
| Cash Flow | Strong — FCF $303M (last 4 quarters to Jun 2026, SEC), 16% margin |
| Efficiency | Strong — ROE 35%, ROA 4.7% |
Ownership (OUT)
| Insider Ownership | +1.15% |
|---|---|
| Institutional Ownership | +105.13% |
| Shares Outstanding | 176.14M |
| Float | 174.13M |
| Short % of Float | +8.83% |
Source: Nexqual, October 23, 2026 at 09:21 UTC.
Leadership (OUT)
OUTFRONT Media Inc. is led by Nicolas Brien, CEO & Director, per Nexqual as of October 23, 2026 at 09:21 UTC.
| CEO & Director | Nicolas Brien |
|---|---|
| Executive VP & CFO | Matthew Siegel |
| Executive VP & Chief Revenue Officer of Commercial | Mark Bonanni |
| Executive VP & Chief Revenue Officer of Enterprise | James Michael Norton |
| Executive Vice President of Operations | Steve Hillwig |
Major Backers & Investors (OUT)
Notable institutional backers of OUTFRONT Media Inc. include Cohen & Steers Inc., FMR, LLC, Invesco, according to Nexqual as of October 23, 2026 at 09:21 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Cohen & Steers Inc. | 12.29% |
| FMR, LLC | 7.09% |
| Invesco | 3.06% |
| Fidelity | 2.51% |
| Providence Equity Partners L.l.c. | 2.25% |
| Wellington Management | 2.01% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 14.95% |
| Vanguard Group | 14.17% |
| State Street | 3.5% |
| Geode Capital | 2.71% |
Source: Nexqual, October 23, 2026 at 09:21 UTC.
From OUTFRONT Media Inc.'s Latest SEC 10-K Filing (filed 2026-02-26)
Key Strengths & Strategy (as disclosed to the SEC)
- As part of our investments in our technology platform, we are developing digital out-of-home offerings and capabilities that support full-funnel advertising objectives, including end-to-end campaign processing and automation, research and measurement, and demographic and location-based targeting.
- As part of our investments in our technology platform, we plan to develop digital out-of-home offerings and capabilities that support full-funnel advertising objectives, which may include end-to-end campaign processing and automation, research and measurement, and demographic and location-based targeting.
- The following table sets forth information regarding the geographic diversification of our advertising structures and sites, which are listed in order of contributions to total revenues. (a)All displays, including those reserved for transit agency use. (b)Includes revenues from third-party digital equipment sales. (c)No single location (metropolitan area) in "All other United States" individually represents more than 2% of total revenues.
- We are one of the largest providers of advertising space on out-of-home advertising structures and sites across the U.S.
Legal & Regulatory Risks (Item 1A, quoted)
- Government regulation of outdoor advertising, including any changes to such regulation, may restrict our outdoor advertising operations and our ability to increase the number of advertising displays in our portfolio.
- We may incur material losses and costs as a result of recalls and product liability, warranty and intellectual property claims that may be brought against us.
- Changes in regulations and consumer concerns regarding privacy, information security and data, or any failure or perceived failure to comply with these regulations or our internal policies, could negatively impact our business.
- Environmental, health and safety laws and regulations may limit or restrict some of our operations.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| RYN | Rayonier Inc. REIT | USD 18.72 | ▲ 1.74% |
| EPR | EPR Properties | USD 56.36 | ▲ 3.34% |
| GLPI | Gaming and Leisure Properties, | USD 40.02 | ▲ 4.35% |
| WY | Weyerhaeuser Company | USD 19.82 | ▲ 4.43% |
| LAMR | Lamar Advertising Company | USD 157.51 | ▲ 1.57% |
| FRMI | Fermi Inc. | USD 2.65 | ▼ 7.34% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:21 UTC. This page is informational and not investment advice.
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