OUTFRONT Media (NYSE:OUT) Releases Earnings Results, Misses Expectations By $0.16 EPS

OUTFRONT Media (NYSE:OUT) released its quarterly earnings data on Wednesday. The financial services provider reported $0.55 earnings per share for the quarter, missing the consensus estimate of $0.71 by ($0.16), Zacks reports. The company had revenue of $513.30 million for the quarter, compared to the consensus estimate of $511.61 million. OUTFRONT Media had a return on equity of 26.68% and a net margin of 8.03%.

Here are the key takeaways from OUTFRONT Media’s conference call:

• Consolidated Q4 results showed continued momentum with revenues up 4.1%, adjusted OIBDA up 12% to $174M, and AFFO up 8% to $130M, driven by strong transit performance and digital growth.
• New York MTA was a major growth driver (MTA up ~20% in the year and transit digital +37% in Q4); management says incremental MTA revenue is highly accretive even as franchise expense steps up ~3% to ~$161M (includes an $11.7M deferred payment).
• Company is pursuing a technology-led modernization — sales reorganization plus investments in Salesforce, AWS, and an exclusive commercial arrangement with AdQuick — intended to simplify planning/buying and unlock SMB/mid‑market and enterprise demand.
• OUTFRONT exited two large, marginally profitable billboard contracts (NY and L.A.), which pressured comparable billboard revenue but helped margins (billboard adjusted OIBDA margin rose ~120 bps to 41.5%); a separate Q1 condemnation will add about $10M of one‑time billboard revenue.
• 2026 outlook is constructive — management expects Q1 revenue acceleration (reported high‑single digits) and AFFO growth “comfortably in the double‑digit range”, with ~ $90M CapEx ( $30M–$35M maintenance), net leverage at ~4.7x, and the dividend maintained at $0.30.

OUTFRONT Media Stock Up 1.7%

Shares of NYSE OUT traded up $0.48 during mid-day trading on Friday, reaching $29.00. 939,104 shares of the company traded hands, compared to its average volume of 1,355,842. The company’s fifty day moving average is $24.98 and its two-hundred day moving average is $21.52. 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 has a fifty-two week low of $12.95 and a fifty-two week high of $29.27. The stock has a market cap of $4.85 billion, a PE ratio of 36.27, a price-to-earnings-growth ratio of 1.34 and a beta of 1.56.

OUTFRONT Media Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Friday, March 6th will be given a dividend of $0.30 per share. This represents a $1.20 annualized dividend and a yield of 4.1%. The ex-dividend date of this dividend is Friday, March 6th. OUTFRONT Media’s dividend payout ratio is presently 150.00%.

Insider Buying and Selling at OUTFRONT Media

In related news, Director Manuel A. Diaz sold 11,271 shares of the company’s stock in a transaction on Wednesday, January 21st. The shares were sold at an average price of $24.49, for a total transaction of $276,026.79. Following the completion of the sale, the director directly owned 47,515 shares of the company’s stock, valued at approximately $1,163,642.35. This represents a 19.17% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.47% of the company’s stock.

Institutional Investors Weigh In On OUTFRONT Media

A number of hedge funds have recently bought and sold shares of OUT. AQR Capital Management LLC increased its stake in shares of OUTFRONT Media by 9.3% in the first quarter. AQR Capital Management LLC now owns 130,411 shares of the financial services provider’s stock worth $2,105,000 after purchasing an additional 11,073 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in OUTFRONT Media by 2.1% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 85,971 shares of the financial services provider’s stock worth $1,388,000 after buying an additional 1,739 shares during the period. Goldman Sachs Group Inc. lifted its holdings in shares of OUTFRONT Media by 9.9% during the first quarter. Goldman Sachs Group Inc. now owns 4,980,994 shares of the financial services provider’s stock worth $80,393,000 after buying an additional 448,993 shares during the last quarter. Empowered Funds LLC boosted its position in shares of OUTFRONT Media by 12.4% in the first quarter. Empowered Funds LLC now owns 21,399 shares of the financial services provider’s stock valued at $345,000 after acquiring an additional 2,357 shares during the period. Finally, Woodline Partners LP grew its stake in shares of OUTFRONT Media by 45.6% in the first quarter. Woodline Partners LP now owns 36,888 shares of the financial services provider’s stock worth $595,000 after acquiring an additional 11,559 shares during the last quarter.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on the company. Barrington Research reiterated an “outperform” rating and issued a $21.00 price target on shares of OUTFRONT Media in a research report on Friday, November 7th. Citigroup reiterated a “buy” rating and issued a $23.00 target price (up from $20.00) on shares of OUTFRONT Media in a report on Wednesday, November 12th. Morgan Stanley upgraded shares of OUTFRONT Media from an “equal weight” rating to an “overweight” rating and boosted their price target for the company from $20.00 to $28.00 in a report on Tuesday, December 16th. Zacks Research upgraded shares of OUTFRONT Media from a “hold” rating to a “strong-buy” rating in a research report on Monday, January 26th. Finally, Wall Street Zen upgraded shares of OUTFRONT Media from a “hold” rating to a “buy” rating in a research report on Saturday, November 15th. One equities research analyst has rated the stock with a Strong Buy rating and six have assigned a Buy rating to the stock. According to MarketBeat.com, OUTFRONT Media has an average rating of “Buy” and an average price target of $26.14.

OUTFRONT Media News Roundup

Here are the key news stories impacting OUTFRONT Media this week:

• Positive Sentiment: Management guided to double-digit AFFO growth for 2026 and reported Q4 AFFO above estimates; transit revenue surged and margins expanded — supports higher cash-flow outlook. OUTFRONT Media Beats Q4 AFFO, Guides for Double-Digit Growth in 2026
• Positive Sentiment: Company expects double‑digit AFFO growth and high‑teens transit revenue expansion in 2026, underpinning recurring cash returns to shareholders. OUTFRONT Media expects double-digit AFFO growth in 2026
• Positive Sentiment: OUTFRONT formed an exclusive multi‑year commercial partnership with AdQuick and will invest up to $20M — accelerates digital planning/buying capabilities and measurement, increasing addressable market and programmatic sales potential. OUTFRONT Media and AdQuick partnership
• Positive Sentiment: Exclusive reporting on the AdQuick investment highlights OUTFRONT’s strategic push into marketplace tooling and OOH ad tech. EXCLUSIVE: Outfront Will Invest Up to $20M in AdQuick
• Positive Sentiment: TD Cowen raised its price target to $32 and initiated/maintained a Buy view, providing upward analyst momentum. Analyst price target raise (Benzinga)
• Positive Sentiment: Board declared a $0.30 quarterly dividend (≈4.2% yield) reinforcing shareholder returns as AFFO improves. OUTFRONT Media Announces Quarterly Dividend
• Neutral Sentiment: CEO Nick Brien will present at Citi’s Global Property CEO Conference (Mar 2) and Morgan Stanley TMT Conference (Mar 4) — increases investor access and could drive additional buy‑side interest. Citi conference participation Morgan Stanley conference participation
• Neutral Sentiment: Full Q4 results: revenue of $513.3M and adjusted OIBDA/AFFO metrics released with slide deck and transcript available for investors assessing sustainability of momentum. Q4 & full-year results
• Negative Sentiment: GAAP EPS missed consensus ($0.55 vs $0.71), which can temper near‑term sentiment despite AFFO strength; investors will watch cadence of margin and transit growth to confirm the recovery. Earnings miss detail

OUTFRONT Media Company Profile

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.