People Incorporated (PPLI) Stock Price & Analysis
People Incorporated (PPLI) closed at USD 39.58 on Thursday, October 22, 2026, up 1.70% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 38.92; the Oct 22, 2026 session ranged USD 38.47–39.7 on volume of 945,801 shares. Market capitalization is $2.95B, with a 52-week range of USD 29.56–48.32 (NMS). Source: Nexqual, retrieved October 23, 2026 at 10:36 UTC.
Also available as compact Markdown for AI agents: nexqual.com/PPLI.md
Key facts (PPLI)
- Last four reported quarters (through Jun 30, 2026): revenue $2.10B, net income $336M (16.0% margin), free cash flow $124M (SEC filings).
- Valuation: P/E 8.8x (avg 14.0x at the last 1 fiscal year-ends).
- 3 of 80 tracked superinvestors hold PPLI (13F, Q2 2026): 0 new, 0 added, 3 reduced, 0 unchanged.
- Analysts: Buy (mean 2.17 on a 1–5 scale) (12 analysts), mean target USD 56.8 (range 48–70).
- Total return with dividends: 1Y +17.0% vs S&P 500 +14.9%; 5Y -68.3% vs S&P 500 +80.3%.
- Next earnings: 2026-11-02, EPS estimate USD -0.2, revenue estimate $443M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (PPLI)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $3.70B | $5.24B | $4.37B | $2.62B | $2.39B | $2.10B |
| Gross profit | $2.40B | $3.30B | $3.15B | $1.62B | $1.58B | — |
| Operating income | -$137M | -$475M | -$238M | -$28.7M | -$97.4M | -$188M |
| Net income | $598M | -$1.17B | $266M | -$540M | -$104M | $336M |
| EPS (diluted) | $5.18 | -$11.12 | $2.97 | -$6.49 | -$1.30 | — |
| Free cash flow | $28.7M | -$223M | $95.9M | $340M | $44.8M | $124M |
| Gross margin | 65.0% | 63.1% | 72.1% | 61.8% | 66.2% | — |
| Operating margin | -3.7% | -9.1% | -5.4% | -1.1% | -4.1% | -9.0% |
| Net margin | 16.2% | -22.4% | 6.1% | -20.6% | -4.3% | 16.0% |
| Revenue growth | +33.8% | +41.5% | -16.6% | -39.9% | -8.7% | — |
| Cash + short-term investments | $2.14B | $1.34B | $1.08B | $1.36B | $941M | — |
| Total debt | $2.10B | $2.07B | $2.04B | $1.98B | $1.44B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (PPLI)
P/E 8.8x · P/S 1.4x · P/FCF 23.8x · P/B 0.6x · FCF yield 4.20% · Earnings yield 11.41% · Buyback yield (TTM) 8.42%
P/E at fiscal year-ends: Dec 2023 14.0x.
Superinvestors (SEC 13F-HR, Q2 2026) (PPLI)
3 of 80 tracked investors hold PPLI. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Mason Hawkins | Southeastern Asset Management | 7.54% | $145M | Reduced -22.1% |
| Samantha McLemore | Patient Capital Management | 3.72% | $112M | Reduced -10.2% |
| Christopher Davis | Davis Advisors | 0.47% | $111M | Reduced -0.8% |
Analysts (PPLI)
Consensus Buy (mean 2.17 on a 1–5 scale), 12 analysts; mean target USD 56.8 (low 48, high 70).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-09-24 | StoneX | Target lowered | Buy | $70 → $63 |
| 2026-08-17 | Citigroup | Target raised | Buy | $48 → $52 |
| 2026-08-05 | UBS | Target raised | Neutral | $49 → $56 |
| 2026-08-05 | Benchmark | Target raised | Buy | $60 → $70 |
| 2026-08-05 | Truist Securities | Target raised | Buy | $50 → $62 |
| 2026-08-05 | Citizens | Target raised | Market Outperform | $47 → $54 |
Total return (dividends reinvested) (PPLI)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +17.0% | -68.3% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +17.0% | -20.5% |
| Volatility (annualized) | 33.8% | 37.3% |
| Max drawdown | -24.6% (Jul 2026→Sep 2026) | -74.3% (Oct 2021→Oct 2025) |
PPLI revenue by business segment (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| People Inc. | $416.7M | 95.4% | -2.5% |
| Digital | $289.9M | 66.4% | +5.8% |
| $132.6M | 30.4% | -16.2% | |
| Emerging & Other | $20.0M | 4.6% | +26.3% |
| Total revenue | $436.7M | 100% | — |
PPLI revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Advertising revenue | $174.2M | 39.9% | -0.4% |
| — Performance marketing revenue (part of Advertising revenue) | $68.8M | 15.7% | +12.6% |
| — Subscription revenue (part of Advertising revenue) | $58.3M | 13.4% | -20.6% |
| — Licensing and other revenue (part of Advertising revenue) | $47.0M | 10.8% | +23.3% |
| Session-based | $164.6M | 37.7% | -0.6% |
| — Non-session-based (part of Session-based) | $125.4M | 28.7% | +15.6% |
| — Newsstand revenue (part of Session-based) | $25.3M | 5.8% | -4.6% |
| — Project and other revenue (part of Session-based) | $14.2M | 3.3% | -10.6% |
| Advertising revenue | $29.7M | 6.8% | -19.3% |
| Total revenue | $436.7M | 100% | — |
PPLI revenue by region (quarter ended Sep 30, 2025)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| U.S. | $546.4M | 92.6% | -5.0% |
| All other countries | $43.4M | 7.4% | -35.1% |
| Total revenue | $589.8M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
PPLI suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | Apple (AAPL) | “We depend on search engines, digital app stores and social media platforms, in particular, those operated by Google, Apple and Meta, to market, distribute and monetize our products and services.” |
| Supplier | Microsoft (MSFT) | “We have made, and expect to continue to make, significant expenditures for search engine marketing primarily in the form of the purchase of keywords, which we purchase primarily through Google and, to a lesser extent, Microsoft and Yahoo!, social media advertising and other online display advertising and traditional offline advertising in connection with these initiatives, which may not be successful or cost-effec…” |
| Supplier | Meta Platforms (META) | “We depend on search engines, digital app stores and social media platforms, in particular, those operated by Google, Apple and Meta, to market, distribute and monetize our products and services.” |
| Supplier | Amazon (AMZN) | “We rely on search engines, digital app stores, advertising networks, social media platforms, and other third-party content discovery and distribution platforms (particularly those operated by Apple, Google, Microsoft, Meta and Amazon) to market, distribute, and monetize our products and services.” |
| Partner | Alphabet (Google) (GOOGL) | “The majority of the paid listings displayed by Ask Media Group is supplied to us by Google Inc. ("Google") pursuant to our services agreement with Google, dated as of October 26, 2015 and as subsequently amended (the "Services Agreement").” |
| Partner | OpenAI | “The increase in Licensing and Other revenue was due primarily to improved performance of Apple News+ and content syndication partners and to the contribution of a full year of OpenAI revenue, a partnership which began in May 2024.” |
| Related party | Angi Inc. (ANGI) | “In addition, Angi is no longer considered a related party.” |
| Related party | Expedia (EXPE) | “The Company and Expedia Group are related parties because Mr. Diller serves as Chairman and Senior Executive of both IAC and Expedia Group.” |
Quoted from the company's 10-K filed Feb 20, 2026.
Companies that name PPLI in their SEC reports
| Relationship to PPLI | Company | Filing | Sentence |
|---|---|---|---|
| partner | Travel & Leisure Co. (TNL) | 10-K Feb 18, 2026 | “The acquisition created a strategic alliance between Travel + Leisure Co. and People Inc., with People Inc. continuing to operate and monetize Travel + Leisure branded multi-platform media assets across multiple channels under a 30-year royalty-free, renewable licensing relationship.” |
PPLI customer concentration
In the period ended Mar 31, 2026, 2 direct customers each accounted for at least 10% (99%, 9%) of revenue, per the company's 10-Q filed May 4, 2026. The company does not name them.
PPLI company outlook (results filed Aug 3, 2026)
- “Full Year 2026 Observations • People Inc. – Expect both Digital revenue and Digital Adjusted EBITDA to grow mid-to-high single-digits in 2026.”
Quoted word-for-word from the SEC 8-K results press release.
PPLI analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $-0.20 | $-0.17 | +22.7% | $442.7M | 7 |
| Next quarter (ends Dec 2026) | $0.66 | $0.79 | -16.3% | $534.9M | 7 |
| Current fiscal year (ends Dec 2026) | $6.36 | $-0.54 | -1283.3% | $1.83B | 7 |
| Next fiscal year (ends Dec 2027) | $1.02 | $1.17 | -13.2% | $1.84B | 7 |
Key Statistics (as of October 23, 2026 at 10:36 UTC)
| Price | USD 39.58 |
|---|---|
| Change | ▲ 1.70% (up) |
| Previous Close | USD 38.92 |
| Open | USD 38.61 |
| Day Range | USD 38.47 – 39.7 |
| 52-Week Range | USD 29.56 – 48.32 |
| Volume | 945,801 shares |
| Market Cap | $2.95B |
| Exchange | NMS |
Technical Analysis (PPLI)
Nexqual's technical model rates PPLI "NEUTRAL" based on 2 bullish and 3 bearish signals across 127 daily candles, as of October 23, 2026 at 10:36 UTC.
| Overall Signal | NEUTRAL |
|---|---|
| RSI (14) | 48.29 (neutral) |
| vs SMA50 | Above (USD 39.11) |
| MACD | 0 (positive) |
Analyst Ratings (PPLI)
Wall Street analysts rate PPLI "Buy" based on 12 analysts, with a mean price target of USD 56.8 (range USD 48–70), per Nexqual as of October 23, 2026 at 10:36 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 12 |
| Mean Target | USD 56.8 |
| High Target | USD 70 |
| Low Target | USD 48 |
| Buy / Hold / Sell | 8 / 4 / 0 |
Earnings (PPLI)
| Next Earnings Date | 2026-11-02 |
|---|---|
| EPS Estimate | USD 0.35 |
| Revenue Estimate | $442.74M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 6.68 vs est -0.32 ▲ beat |
| 2026-03-31 | USD -0.94 vs est -0.21 ▼ miss |
| 2025-12-31 | USD -0.99 vs est 0.71 ▼ miss |
| 2025-09-30 | USD -0.27 vs est -0.23 ▼ miss |
Source: Nexqual, October 23, 2026 at 10:36 UTC.
Financials & Fundamentals (PPLI)
| Total Revenue | $2.38B |
|---|---|
| Revenue Growth (latest quarter, YoY) | -1.50% |
| Gross Margin | +66.35% |
| Operating Margin | -3.30% |
| Profit Margin | +14.12% |
| ROE | +9.04% |
| Debt / Equity | 0.28 |
| Current Ratio | 3.69 |
| Total Cash | $1.11B |
| Total Debt | $1.41B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $123.92M (5.9% of revenue) |
Source: Nexqual, October 23, 2026 at 10:36 UTC.
Financial Health Score (PPLI)
Nexqual rates People Incorporated's overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 10:36 UTC.
| Growth | Critical — Revenue -37% YoY (annual), sharp decline |
|---|---|
| Profitability | Solid — Gross margin 66%, operating -3% (last 12 months) |
| Balance Sheet | Strong — $941M cash and investments vs $1.44B debt (Dec 2025, SEC) |
| Cash Flow | Solid — FCF $124M (last 4 quarters to Jun 2026, SEC), 6% margin |
| Efficiency | Mixed — ROE 9%, ROA 0.4% |
Ownership (PPLI)
| Insider Ownership | +3.46% |
|---|---|
| Institutional Ownership | +114.91% |
| Shares Outstanding | 68.67M |
| Float | 47.00M |
| Short % of Float | +21.78% |
Source: Nexqual, October 23, 2026 at 10:36 UTC.
Leadership (PPLI)
People Incorporated is led by Neil I. Vogel, Chief Executive Officer, per Nexqual as of October 23, 2026 at 10:36 UTC.
| Chief Executive Officer | Neil I. Vogel |
|---|---|
| Chairman & Senior Executive | Barry Diller |
| Chief Financial Officer | Timothy Quinn |
| Senior Vice President of Finance & Investor Relations | Mark Schneider C.P.A. |
Major Backers & Investors (PPLI)
Notable institutional backers of People Incorporated include Aristeia Capital, LLC, Helikon Investments Ltd, Southeastern Asset Management Inc/TN/, according to Nexqual as of October 23, 2026 at 10:36 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Aristeia Capital, LLC | 8.88% |
| Helikon Investments Ltd | 8.23% |
| Southeastern Asset Management Inc/TN/ | 4.56% |
| Corvex Management LP | 4.07% |
| Longleaf Partners Funds Trust-Longleaf Partners Fund | 4.03% |
| AQR Capital Management, LLC | 3.97% |
| Patient Capital Management, LLC | 3.53% |
| Davis Selected Advisers | 3.49% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 11.25% |
| Vanguard Group | 9.11% |
Source: Nexqual, October 23, 2026 at 10:36 UTC.
From People Incorporated's Latest SEC 10-K Filing (filed 2026-02-20)
Key Strengths & Strategy (as disclosed to the SEC)
- From and after the late 1990s, we acquired a number of e-commerce companies, including Ticketmaster Group (later renamed Ticketmaster), Hotel Reservations Network (later renamed Hotels.com), Expedia.com, Match.com, LendingTree (later renamed Tree.com, Inc.), TripAdvisor, HomeAdvisor and Ask Jeeves, as well as Interval International (later renamed Interval Leisure Group, Inc.).
- On February 15, 2024, we completed the sale of assets of Mosaic Group, a leading developer and provider of global subscription mobile applications, for approximately $160 million.
- D/Cipher reaches users on all devices, including Apple (iOS) audiences and can be accessed through People Inc.'s premium direct and programmatic ad channels.
Partnerships
- The majority of the paid listings displayed by Ask Media Group is supplied to us by Google Inc. ("Google") pursuant to our services agreement with Google, dated as of October 26, 2015 and as subsequently amended (the "Services Agreement").
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| CARG | CarGurus, Inc. | USD 32.73 | ▲ 4.94% |
| ATHM | Autohome Inc. | USD 20.4 | ▲ 2.26% |
| STUB | StubHub Holdings, Inc. | USD 6.1 | ▲ 3.21% |
| RUM | RUM Group Inc. | USD 5.54 | ▼ 4.81% |
| JOYY | JOYY Inc. | USD 83.42 | ▼ 1.35% |
| DJT | Trump Media & Technology Group | USD 6.61 | ▼ 0.75% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 10:36 UTC. This page is informational and not investment advice.
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