Public Policy Holding Company, Inc. (PPHC) Stock Price & Analysis
Public Policy Holding Company, Inc. (PPHC) closed at USD 10.21 on Wednesday, October 28, 2026, up 0.59% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 10.15; the Oct 28, 2026 session ranged USD 9.96–10.25 on volume of 93,835 shares. Market capitalization is $308.51M, with a 52-week range of USD 7.01–15.15 (NGM). Source: Nexqual, retrieved October 29, 2026 at 02:35 UTC.
Also available as compact Markdown for AI agents: nexqual.com/PPHC.md
Key facts (PPHC)
- Last four reported quarters (through Jun 30, 2026): revenue $190M, net income -$31.6M (-16.6% margin), free cash flow -$10.1M (SEC filings).
- Insider open-market sales, last ~7 months: 11 Form 4 filings, $226K; 11 not under a Rule 10b5-1 plan ($226K); 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, $0K; 0 by opportunistic insiders, 0 by routine insiders.
- Analysts: Buy (mean 2.00 on a 1–5 scale) (3 analysts), mean target USD 17 (range 16–18).
- Total return with dividends: 1Y -7.0% vs S&P 500 +13.6%; 5Y -14.4% vs S&P 500 +79.8%.
- Next earnings: 2026-11-09, EPS estimate USD 0.33, revenue estimate $54.9M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (PPHC)
| USD | FY2024 | FY2025 | TTM |
|---|---|---|---|
| Revenue | $150M | $187M | $190M |
| Gross profit | $17.3M | $18.6M | — |
| Operating income | -$18.2M | -$33.9M | -$22.9M |
| Net income | -$24.0M | -$39.0M | -$31.6M |
| EPS (diluted) | -$2.34 | -$2.37 | — |
| Free cash flow | $16.3M | $24.8M | -$10.1M |
| Gross margin | 11.5% | 10.0% | — |
| Operating margin | -12.1% | -18.2% | -12.0% |
| Net margin | -16.0% | -20.9% | -16.6% |
| Revenue growth | — | +24.7% | — |
| Cash + short-term investments | $14.5M | $20.4M | — |
| Total debt | $32.0M | $47.0M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (PPHC)
P/S 1.6x · EV/Sales 1.6x · P/B 2.8x · FCF yield -3.26% · Earnings yield -10.23% · Net debt $5.2M · EV $314M
Insider sales (SEC Form 4, open-market, last ~7 months) (PPHC)
0 of 11 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 |
|---|---|---|---|---|---|---|---|
| 2026-08-24 | Austin Keenan Nealean | Director | 2,033 | $22K | 2.4% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-08-24 | Strum Neal Howard | Chief Legal Officer | 1,702 | $19K | 1.6% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-08-24 | Smits Roeland Jozef Bernard | Chief Financial Officer | 1,797 | $20K | 1.1% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-08-24 | Starzman Ronald J. Jr. | 1,500 | $16K | 2.1% | No | Too little history (no open-market trades in 2023–2025) | |
| 2026-08-24 | Gensemer Thomas Edward | Chief Strategy Officer | 1,797 | $20K | 1.7% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-06-10…2026-06-11 | Green Johnson McCallum | Chief Client Officer | 3,157 | $33K | 0.3% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-06-10…2026-06-11 | Gensemer Thomas Edward | Chief Strategy Officer | 1,531 | $16K | 2.4% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-06-10…2026-06-11 | Hall George Stewart | Chief Executive Officer | 1,278 | $13K | 0.1% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-06-10…2026-06-11 | Strum Neal Howard | Chief Legal Officer | 2,756 | $28K | 4.5% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-06-10…2026-06-11 | Starzman Ronald J. Jr. | 2,116 | $22K | 3.9% | No | Too little history (no open-market trades in 2023–2025) | |
| 2026-06-10…2026-06-11 | Austin Keenan Nealean | Director | 1,720 | $18K | 2.3% | No | Too little history (no open-market trades in 2023–2025) |
% 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) (PPHC)
1 purchase, $0K. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.
| Trade date | Insider | Role | Shares | Value | Avg price | Insider type |
|---|---|---|---|---|---|---|
| 2026-06-02 | Mazzanti Matthew Ross | Chief Administrative Officer | 1 | $0K | 10.4 | Too little history (no open-market trades in 2023–2025) |
Analysts (PPHC)
Consensus Buy (mean 2.00 on a 1–5 scale), 3 analysts; mean target USD 17 (low 16, high 18).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-07-08 | Canaccord Genuity | Maintained | Buy | $18 |
Total return (dividends reinvested) (PPHC)
| 1Y (from 2026-01-28) | 5Y (from 2026-01-26) | |
|---|---|---|
| Total return | -7.0% | -14.4% |
| S&P 500 (SPY) | +13.6% | +79.8% |
| Per year | — | — |
| Volatility (annualized) | 61.5% | 59.8% |
| Max drawdown | -49.9% (May 2026→Jun 2026) | -48.7% (Apr 2026→Jun 2026) |
PPHC earnings history and stock reaction
| Results filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| — | Quarter ended Jun 30, 2026 | $0.34 | $0.30 | Beat +13.3% | — |
| — | Quarter ended Dec 31, 2025 | $0.42 | $0.43 | Miss −2.3% | — |
EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).
PPHC recent SEC filings (last 120 days)
| Filed | Form | What it says |
|---|---|---|
| Aug 11, 2026 | 10-Q | Quarterly report · period ended Jun 30, 2026 |
| Aug 10, 2026 | 8-K | Quarterly results |
| Aug 3, 2026 | 8-K | Other material event “On August 3, 2026, the Company issued a press release announcing the completion of the acquisition of The Advocacy Partners. A copy of the press release is attached as Exhibit 99.1 hereto and incorporated herein by reference.” |
| Jul 1, 2026 | 8-K | Other material event “On July 1, 2026, the Company issued a press release announcing the completion of the acquisition of Tancredi Intelligent Communication Ltd. A copy of the press release is attached as Exhibit 99.1 hereto and incorporated herein by reference.” |
Source: SEC EDGAR. Quotes are the opening words of each item as filed; each form links to the filing. Insider Form 4 filings are listed in the insider sections.
PPHC revenue by business segment (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Government Relations Consulting | $30.4M | 58.2% | +11.2% |
| Corporate Communications & Public Affairs Consulting | $18.2M | 34.8% | +0.1% |
| Compliance and Insights Services | $3.6M | 6.9% | +14.8% |
| Total revenue | $52.1M | 100% | — |
PPHC revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Government Relations Consulting revenue | $30.4M | 58.2% | +11.2% |
| Corporate Communications & Public Affairs Consulting revenue | $18.2M | 34.8% | +0.1% |
| Compliance and Insights Services revenue | $3.6M | 6.9% | +14.8% |
| Total revenue | $52.1M | 100% | — |
PPHC revenue by region (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| United States | $48.1M | 92.3% | +4.0% |
| International | $4.0M | 7.7% | +74.8% |
| Total revenue | $52.1M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
PPHC suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Customer | Pagefield Communications | “We therefore concluded that a portion of the trade names and customer relationships was impaired as of December 31, 2025 and recorded non-cash impairment charges of $0.3 million and $2.6 million, respectively within our Pagefield Government Relations Consulting and Pagefield Corporate Communications & Public Affairs Consulting reporting units.” |
Quoted from the company's 10-K filed Mar 31, 2026.
PPHC analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.33 | $0.32 | +1.6% | $54.9M | 2 |
| Next quarter (ends Dec 2026) | $0.36 | $0.33 | +9.1% | $57.4M | 2 |
| Current fiscal year (ends Dec 2026) | $1.26 | $1.20 | +4.7% | $214.6M | 3 |
| Next fiscal year (ends Dec 2027) | $1.38 | $1.27 | +8.6% | $235.6M | 3 |
Key Statistics (as of October 29, 2026 at 02:35 UTC)
| Price | USD 10.21 |
|---|---|
| Change | ▲ 0.59% (up) |
| Previous Close | USD 10.15 |
| Open | USD 10.23 |
| Day Range | USD 9.96 – 10.25 |
| 52-Week Range | USD 7.01 – 15.15 |
| Volume | 93,835 shares |
| Market Cap | $308.51M |
| Exchange | NGM |
Technical Analysis (PPHC)
Nexqual's technical model rates PPHC "STRONG SELL" based on 0 bullish and 5 bearish signals across 127 daily candles, as of October 29, 2026 at 02:35 UTC.
| Overall Signal | STRONG SELL |
|---|---|
| RSI (14) | 45.55 (neutral) |
| vs SMA50 | Below (USD 10.9) |
| MACD | -0.29 (negative) |
Analyst Ratings (PPHC)
Wall Street analysts rate PPHC "Buy" based on 3 analysts, with a mean price target of USD 17 (range USD 16–18), per Nexqual as of October 29, 2026 at 02:35 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 3 |
| Mean Target | USD 17 |
| High Target | USD 18 |
| Low Target | USD 16 |
| Buy / Hold / Sell | 3 / 0 / 0 |
Earnings (PPHC)
| Next Earnings Date | 2026-11-09 |
|---|---|
| EPS Estimate | USD 0.33 |
| Revenue Estimate | $54.90M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.34 vs est 0.3 ▲ beat |
| 2025-12-31 | USD 0.42 vs est 0.43 ▼ miss |
Source: Nexqual, October 29, 2026 at 02:35 UTC.
Financials & Fundamentals (PPHC)
| Total Revenue | $200.91M |
|---|---|
| Revenue Growth (latest quarter, YoY) | +7.30% |
| Gross Margin | +13.54% |
| Operating Margin | -4.20% |
| Profit Margin | -18.86% |
| ROE | -39.47% |
| Debt / Equity | 0.65 |
| Current Ratio | 1.6 |
| Total Cash | $36.92M |
| Total Debt | $72.26M |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | -$10.05M (-5.3% of revenue) |
Source: Nexqual, October 29, 2026 at 02:35 UTC.
Financial Health Score (PPHC)
Nexqual rates Public Policy Holding Company, Inc.'s overall financial health "Mixed" across five dimensions, as of October 29, 2026 at 02:35 UTC.
| Growth | Strong — Revenue +25% YoY (annual) |
|---|---|
| Profitability | Weak — Gross margin 17%, operating -12% (last 4 quarters to Jun 2026, SEC) |
| Balance Sheet | Solid — $37M cash and investments vs $42M debt (Jun 2026, SEC) |
| Cash Flow | Weak — FCF negative: -$10M (last 4 quarters to Jun 2026, SEC), burning cash |
| Efficiency | Critical — ROE -28%, ROA -13.1% (last 4 quarters, SEC) |
Ownership (PPHC)
| Insider Ownership | +38.45% |
|---|---|
| Institutional Ownership | +25.37% |
| Shares Outstanding | 30.22M |
| Float | 16.92M |
| Short % of Float | +2.02% |
Source: Nexqual, October 29, 2026 at 02:35 UTC.
Leadership (PPHC)
Public Policy Holding Company, Inc. is led by George Stewart Hall, CEO & Director, per Nexqual as of October 29, 2026 at 02:35 UTC.
| CEO & Director | George Stewart Hall |
|---|---|
| CFO & Director | Roeland Jozef Bernard Smits |
| COO & Company Secretary | Jill Agnes Gillespie Kendrick |
| Executive Vice President of Human Resources | Ronald J. Starzman |
| Executive Director | Zachary Wayne Williams |
Major Backers & Investors (PPHC)
Notable institutional backers of Public Policy Holding Company, Inc. include Royce & Associates LP, Wasatch Advisors LP, Jennison Associates LLC, according to Nexqual as of October 29, 2026 at 02:35 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Royce & Associates LP | 3.36% |
| Wasatch Advisors LP | 2.83% |
| Jennison Associates LLC | 2.8% |
| Canoe Financial LP | 2.78% |
| Storebrand Asset Management AS | 1.97% |
| ROYCE FUND-Royce Small-Cap Opportunity Fund | 1.58% |
| Thompson, Siegel & Walmsley LLC | 1.29% |
| WASATCH FUNDS TRUST-Wasatch Micro Cap Value Fund | 1.27% |
Source: Nexqual, October 29, 2026 at 02:35 UTC.
From Public Policy Holding Company, Inc.'s Latest SEC 10-K Filing (filed 2026-03-31)
Key Strengths & Strategy (as disclosed to the SEC)
- Our business model allows us to deliver both the scale and reach of those all-in-one providers and also the higher standards of quality, service, creativity, and nimbleness that traditionally have been the domain of smaller boutiques.
- We have built an enviable position in a complex market, grounded in broad expertise and trusted by stakeholders across the political spectrum.
- We believe the growing scale and reach of our platform creates opportunities for cross-selling services and integrated project management across geographies and service offerings, allowing us to meet a broader range of client needs.
- Specifically, in our MultiState brand, we have developed original cloud-based compliance tools, licensed to clients, to aid their filings of federal and state lobbying disclosures and other required documentation.
Partnerships
- The table below presents select key financial performance measures since 2018: (1)The Company has presented Adjusted EBITDA from 2022 onwards only as prior to 2022 the Company was formed as a partnership with profits being distributed to the partners.
- While retaining their distinctive company cultures and operating-level management, newly acquired companies benefit from top-line synergies, driven by complementary service lines and geographic collaboration with our other member companies, and cost synergies driven by adoption of certain back-office tasks as well as procurement in certain areas by our central team.
Legal & Regulatory Risks (Item 1A, quoted)
- Our ability to maintain and grow our business will depend on our reputation in the industry, which could be adversely impacted by negative publicity, our association with certain clients, our real or perceived failure to manage conflicts of interest or by adverse litigation or other factors.
- We may not be able to compete effectively in new geographies, business lines, and our recently acquired businesses outside the US expose us to regulatory and compliance regimes with which we are relatively unfamiliar.
- Failure to comply with data privacy laws and regulations could adversely affect our business and reputation.
- We operate in multiple jurisdictions and must comply with numerous applicable laws, including regarding restrictions on and reporting of lobbying activity. Should we fail to comply with such laws, the Company could face civil and criminal liability.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| SBC | SBC Medical Group Holdings Inco | USD 5.45 | ▲ 4.61% |
| CRAI | CRA International,Inc. | USD 192.84 | ▼ 0.75% |
| ICFI | ICF International, Inc. | USD 94.66 | ▼ 0.77% |
| HURN | Huron Consulting Group Inc. | USD 193.68 | ▼ 1.08% |
| FCN | FTI Consulting, Inc. | USD 158.59 | ▼ 0.13% |
| BAH | Booz Allen Hamilton Holding Cor | USD 83.48 | ▲ 0.1% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 29, 2026 at 02:35 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt