Fox Run Management L.L.C. Takes $813,000 Position in OUTFRONT Media Inc. $OUT

Fox Run Management L.L.C. bought a new position in shares of OUTFRONT Media Inc. (NYSE:OUT) in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund bought 44,381 shares of the financial services provider’s stock, valued at approximately $813,000.

A number of other large investors also recently modified their holdings of the company. Private Trust Co. NA purchased a new position in shares of OUTFRONT Media in the 3rd quarter valued at $33,000. Rossby Financial LCC raised its holdings in OUTFRONT Media by 42.4% during the second quarter. Rossby Financial LCC now owns 6,953 shares of the financial services provider’s stock worth $113,000 after purchasing an additional 2,071 shares in the last quarter. State of Wyoming raised its stake in shares of OUTFRONT Media by 155.5% during the 2nd quarter. State of Wyoming now owns 7,973 shares of the financial services provider’s stock worth $130,000 after buying an additional 4,853 shares in the last quarter. Osaic Holdings Inc. lifted its holdings in OUTFRONT Media by 45.4% in the second quarter. Osaic Holdings Inc. now owns 9,126 shares of the financial services provider’s stock valued at $149,000 after acquiring an additional 2,851 shares during the period. Finally, CWM LLC lifted its stake in shares of OUTFRONT Media by 8.3% in the third quarter. CWM LLC now owns 8,229 shares of the financial services provider’s stock valued at $151,000 after purchasing an additional 631 shares during the period.

Insider Transactions at OUTFRONT Media

In related news, Director Manuel A. Diaz sold 11,271 shares of the business’s stock in a transaction that occurred on Wednesday, January 21st. The shares were sold at an average price of $24.49, for a total value of $276,026.79. Following the completion of the sale, the director directly owned 47,515 shares in the company, valued at approximately $1,163,642.35. The trade was a 19.17% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.47% of the company’s stock.

OUTFRONT Media News Roundup

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

• Positive Sentiment: Q4 results and outlook: OUT beat consensus EPS and revenue, reported AFFO of $129.5M and management guided to double‑digit AFFO growth in 2026 — signs of accelerating revenue and margin momentum that support higher valuation. Read More.
• Positive Sentiment: Analyst upgrade/target increase: TD Cowen raised its price target from $24 to $32 and set a “buy” rating, signaling increased analyst confidence and providing upside to current levels. Read More.
• Positive Sentiment: Strategic partnership and investment: OUTFRONT entered an exclusive multi‑year commercial partnership with AdQuick and agreed to invest up to $20M, improving planning/buying capabilities for out‑of‑home (OOH) and accelerating digital measurement/monetization. Read More.
• Positive Sentiment: Shareholder return: Board declared a $0.30 quarterly dividend (≈4.2% yield), reinforcing income appeal for yield‑seeking investors. Ex‑dividend date set for March 6. Read More.
• Neutral Sentiment: Additional analysis and color: Earnings call transcript and analyst writeups highlight digital OOH momentum and transit recovery but suggest watching key metrics versus estimates for sustainability. Read More.
• Negative Sentiment: Balance sheet and valuation risks: OUT carries high financial leverage (debt/equity ~4.75) and liquidity ratios below 1.0 (quick/current ~0.79), and trades at a relatively elevated P/E (~35.8); these factors increase sensitivity to interest rates and demand shocks despite strong operating momentum.

Analysts Set New Price Targets

A number of research analysts have recently weighed in on the company. Zacks Research upgraded OUTFRONT Media from a “hold” rating to a “strong-buy” rating in a research report on Monday, January 26th. Morgan Stanley upgraded shares of OUTFRONT Media from an “equal weight” rating to an “overweight” rating and raised their target price for the company from $20.00 to $28.00 in a report on Tuesday, December 16th. TD Cowen lifted their target price on shares of OUTFRONT Media from $24.00 to $32.00 and gave the stock a “buy” rating in a research report on Thursday. Barrington Research reissued an “outperform” rating and set a $21.00 price objective on shares of OUTFRONT Media in a research note on Friday, November 7th. Finally, Wall Street Zen upgraded OUTFRONT Media from a “hold” rating to a “buy” rating in a research report on Saturday, November 15th. One investment analyst has rated the stock with a Strong Buy rating and six have assigned a Buy rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus price target of $25.71.

OUTFRONT Media Stock Up 6.5%

Shares of NYSE OUT opened at $28.60 on Friday. The firm has a market cap of $4.78 billion, a P/E ratio of 35.75, a price-to-earnings-growth ratio of 1.34 and a beta of 1.56. 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 Inc. has a 1 year low of $12.95 and a 1 year high of $28.67. The firm’s 50 day moving average price is $24.98 and its 200 day moving average price is $21.52.

OUTFRONT Media (NYSE:OUT) last announced its quarterly earnings data on Wednesday, February 25th. The financial services provider reported $0.55 EPS for the quarter, missing analysts’ consensus estimates of $0.71 by ($0.16). OUTFRONT Media had a net margin of 8.03% and a return on equity of 26.68%. The business had revenue of $513.30 million during the quarter, compared to analysts’ expectations of $511.61 million. As a group, sell-side analysts anticipate that OUTFRONT Media Inc. will post 1.59 earnings per share for the current year.

OUTFRONT Media Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Friday, March 6th will be given a $0.30 dividend. The ex-dividend date of this dividend is Friday, March 6th. This represents a $1.20 annualized dividend and a dividend yield of 4.2%. OUTFRONT Media’s dividend payout ratio (DPR) is currently 150.00%.

About OUTFRONT Media

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.