MAX

MediaAlpha, Inc.

NYSE · Services-Business Services, NEC · Inc. DE · CIK 0001818383
$9.45 +1.07% $589.2M
Insider Selling Cluster (2 insiders)9 New Institutional Positions13 Institutional Exits
Vol
Market Cap$589.2M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (75%)
Inst. Holders50 funds
Inst. Value$135.5M
Inst. Activity9 buys / 13 sells
Insider Activity0B / 40S
Insider Net $-$3.4M
Reddit Sentiment55° Neutral
SEC Reports17
Exchange NYSE·Sector Services-Business Services, NEC·Inc. DE·CIK 0001818383·Prev Close $9.35

Recent Activity

Jun 12, 2026 SEC
Two MediaAlpha insiders—the CTO and a director—sold a combined $59K in open-market transactions over a 7-day window. The
CLUSTER — Impact 2/10
Jun 10, 2026 Insider
Nonko Eugene sold 3,201 shares
Director @ $10.00 ($32.0K)
Jun 5, 2026 Insider
Yeh Kuanling Amy sold 3,000 shares
Chief Technology Officer @ $8.89 ($26.7K)
May 22, 2026 SEC
Three MediaAlpha officers (General Counsel, CTO, and CRO) sold a total of $242K in stock over a one-week window. At 0.04
CLUSTER — Impact 2/10
May 19, 2026 SEC
Two C-suite insiders at MediaAlpha (CTO and General Counsel) sold a combined $137K in open-market shares on May 15, 2026
CLUSTER — Impact 2/10
May 15, 2026 Insider
COYNE JEFFREY B sold 5,000 shares
GENERAL COUNSEL AND SECRETARY @ $8.10 ($40.5K)
Inst.
RENAISSANCE TECHNOLOGIES LLC — TRIM
719,300 shares ($6.7M)
Inst.
MORGAN STANLEY — TRIM
703,018 shares ($6.5M)

Price Targets

$13.71 +45.1% upside Strong Buy
Current $9.45 Low $11.00 Median $13.00 High $19.00 7 analysts
$11.00 $19.00

Analyst Ratings

Buy75% buy · 12 analysts
2Strong Buy
7Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 30, 2026 JP Morgan MAINTAIN Overweight → Overweight
Apr 7, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform → Outperform
Feb 24, 2026 JP Morgan MAINTAIN Overweight → Overweight
Feb 24, 2026 Goldman Sachs MAINTAIN Neutral → Neutral
Feb 24, 2026 RBC Capital MAINTAIN Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.32 ▲ +9.6% $0.21 — $0.38 -27% YoY 3
Next Q $0.36 ▲ +3.7% $0.23 — $0.43 -11% YoY 3
Current FY $1.38 ▼ -3.6% $0.98 — $1.58 -61% YoY 3
Next FY $1.67 ▲ +12.4% $1.04 — $2.02 21% YoY 3

Top Institutional Holders

FundValueMove
BlackRock, Inc.$32.3M
VANGUARD CAPITAL MANAGEMENT LLC$12.9M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$9.9MADD
STATE STREET CORP$7.8M
RENAISSANCE TECHNOLOGIES LLC$6.7MTRIM

Recent Insider Trades

DateInsiderTypeValue
Jun 10, 2026Nonko EugeneSELL$32.0K
Jun 5, 2026Yeh KuanlingSELL$26.7K
May 15, 2026COYNE JEFFREYSELL$40.5K
May 15, 2026Cramer KeithM$0.00
May 15, 2026Yeh KuanlingM$0.00

Reddit Sentiment

55°
Neutral
Bearish Neutral Bullish
6 mentions 3 bullish 2 bearish
50 institutional holders with $135.5M total value (14,490,274 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, ARROWSTREET. Net selling activity: 13 institutions trimmed/exited vs 9 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.3,476,687$32.3M23.9%
2VANGUARD CAPITAL MANAGEMENT LLC1,385,729$12.9M9.5%
3ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1,061,981$9.9M7.3%ADD +64.5%
4STATE STREET CORP838,161$7.8M5.8%
5RENAISSANCE TECHNOLOGIES LLC719,300$6.7M4.9%TRIM -31.2%
6MORGAN STANLEY703,018$6.5M4.8%TRIM -26.8%
7Nuveen, LLC701,399$6.5M4.8%
8GOLDMAN SACHS GROUP INC623,421$5.8M4.3%
9DIMENSIONAL FUND ADVISORS LP620,669$5.8M4.3%ADD +94.1%
10VANGUARD PORTFOLIO MANAGEMENT LLC546,745$5.1M3.8%
11FRANKLIN RESOURCES INC343,709$3.2M2.4%DOUBLED +1480.6%
12D. E. Shaw & Co., Inc.342,058$3.2M2.3%TRIM -49.2%
13ALLIANCEBERNSTEIN L.P.205,440$2.7M2.0%
14BANK OF AMERICA CORP /DE/279,704$2.6M1.9%DOUBLED +380.9%
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC274,339$2.6M1.9%
16CITADEL ADVISORS LLC229,323$2.1M1.6%
17VANGUARD FIDUCIARY TRUST CO227,112$2.1M1.6%
18SUSQUEHANNA INTERNATIONAL GROUP, LLP189,736$1.8M1.3%
19TEACHER RETIREMENT SYSTEM OF TEXAS185,325$1.7M1.3%DOUBLED +1588.1%
20TWO SIGMA INVESTMENTS, LP175,289$1.6M1.2%DOUBLED +165.8%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
RENAISSANCE TECHNOLOGIES LLCTRIM1,045,400719,300-31.2%$6.7M2026-Q1
MORGAN STANLEYTRIM960,154703,018-26.8%$6.5M2026-Q1
DIMENSIONAL FUND ADVISORS LPADD319,798620,669+94.1%$5.8M2026-Q1
BANK OF AMERICA CORP /DE/DOUBLED58,164279,704+380.9%$2.6M2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXASDOUBLED10,978185,325+1588.1%$1.7M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.TRIM184,159108,808-40.9%$1.0M2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDDOUBLED46,842106,160+126.6%$987.3K2026-Q1
VICTORY CAPITAL MANAGEMENT INCNEAR_EXIT729,45787,269-88.0%$811.6K2026-Q1
AmundiADD58,61678,104+33.2%$726.4K2026-Q1
SEI INVESTMENTS COTRIM81,84435,738-56.3%$332.4K2026-Q1
FMR LLCDOUBLED4,82727,174+463.0%$252.7K2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCTRIM72,28523,740-67.2%$220.8K2026-Q1
CWM, LLCTRIM42,27822,425-47.0%$208.6K2026-Q1
State of Tennessee, Department of TreasuryADD12,90320,728+60.6%$192.8K2026-Q1
Cerity Partners LLCTRIM20,77715,033-27.6%$139.8K2026-Q1
MACKENZIE FINANCIAL CORPTRIM42,97514,293-66.7%$132.9K2026-Q1
JANUS HENDERSON GROUP PLCNEAR_EXIT265,90613,862-94.8%$129.1K2026-Q1
FEDERATED HERMES, INC.TRIM1,323472-64.3%$4.4K2026-Q1
HRT FINANCIAL LPDOUBLED109,023329,332+202.1%$3.1K2026-Q1
GROUP ONE TRADING LLCNEAR_EXIT2,329185-92.1%$1.7K2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.ADD75135+80.0%$1.3K2026-Q1
NISA INVESTMENT ADVISORS, LLCTRIM201135-32.8%$1.3K2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPADD520,452855,904+64.5%$11.1M2025-Q4
MARSHALL WACE, LLPADD182,743328,388+79.7%$4.3M2025-Q4
DIMENSIONAL FUND ADVISORS LPDOUBLED118,692319,798+169.4%$4.1M2025-Q4
11 unique insiders with 50 transactions. Net insider value: -$3.4M ($0.00 bought, $3.4M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 10, 2026Nonko EugeneDirectorSELL3,201$10.00$32.0K
Jun 5, 2026Yeh Kuanling AmyChief Technology OfficerSELL3,000$8.89$26.7K
May 15, 2026COYNE JEFFREY BGENERAL COUNSEL AND SECRETARYSELL5,000$8.10$40.5K
May 15, 2026Cramer KeithChief Revenue OfficerEXERCISE5,303
May 15, 2026Yeh Kuanling AmyChief Technology OfficerEXERCISE5,303
May 15, 2026Yeh Kuanling AmyChief Technology OfficerSELL12,000$8.05$96.6K
May 15, 2026COYNE JEFFREY BGENERAL COUNSEL AND SECRETARYTAX W/H1,808$8.05$14.6K
May 15, 2026Cramer KeithChief Revenue OfficerSELL13,000$8.05$104.7K
May 15, 2026Thompson Patrick RyanSee RemarksTAX W/H3,253$8.05$26.2K
May 15, 2026StClair LaurenDirectorAWARD20,900
May 6, 2026Yi StevenSee RemarksSELL4,000$9.14$36.5K
May 5, 2026Arasu Venmal (Raji)DirectorAWARD20,750
May 5, 2026Jones RamonDirectorAWARD20,750
May 5, 2026Hunt Bradley WilliamDirectorAWARD20,750
May 5, 2026VRABECK KATHY PDirectorAWARD20,750
May 5, 2026Yi StevenSee RemarksSELL4,000$8.93$35.7K
May 4, 2026Yi StevenSee RemarksSELL4,000$9.05$36.2K
Apr 29, 2026Nonko EugeneDirectorSELL25,606$10.01$256.2K
Apr 29, 2026Yi StevenSee RemarksSELL26,739$10.00$267.3K
Apr 28, 2026Yi StevenSee RemarksSELL6,565$10.00$65.7K
Apr 28, 2026Nonko EugeneDirectorSELL2,003$10.00$20.0K
Apr 27, 2026Nonko EugeneDirectorSELL27,972$10.04$280.9K
Apr 27, 2026Yi StevenSee RemarksSELL33,663$9.99$336.2K
Apr 22, 2026Yi StevenSee RemarksSELL4,000$9.88$39.5K
Apr 21, 2026Yi StevenSee RemarksSELL16,047$10.08$161.7K
Apr 21, 2026Nonko EugeneDirectorSELL15,172$10.09$153.1K
Apr 20, 2026Yi StevenSee RemarksSELL28,543$10.06$287.0K
Apr 20, 2026Nonko EugeneDirectorSELL24,529$10.05$246.6K
Apr 15, 2026Yi StevenSee RemarksSELL4,000$9.68$38.7K
Apr 15, 2026Cramer KeithChief Revenue OfficerSELL10,000$9.68$96.8K
Apr 14, 2026Yi StevenSee RemarksSELL4,000$9.47$37.9K
Apr 13, 2026Yi StevenSee RemarksSELL4,000$9.07$36.3K
Apr 10, 2026Yeh Kuanling AmyChief Technology OfficerSELL3,000$9.25$27.8K
Apr 8, 2026Yi StevenSee RemarksSELL4,000$9.78$39.1K
Apr 7, 2026Yi StevenSee RemarksSELL4,000$9.46$37.8K
Apr 6, 2026Yi StevenSee RemarksSELL4,000$9.34$37.4K
Apr 1, 2026Yi StevenSee RemarksSELL4,000$9.15$36.6K
Mar 31, 2026Yi StevenSee RemarksSELL4,000$9.60$38.4K
Mar 30, 2026Yi StevenSee RemarksSELL4,000$9.23$36.9K
Mar 27, 2026Yeh Kuanling AmyChief Technology OfficerSELL3,000$9.44$28.3K
Mar 25, 2026Yi StevenSee RemarksSELL4,000$9.42$37.7K
Mar 24, 2026Yi StevenSee RemarksSELL4,000$9.48$37.9K
Mar 23, 2026Yi StevenSee RemarksSELL4,000$9.67$38.7K
Mar 18, 2026Yi StevenSee RemarksSELL4,000$9.59$38.4K
Mar 17, 2026Yi StevenSee RemarksSELL5,227$9.94$52.0K
Mar 17, 2026Nonko EugeneDirectorSELL1,899$10.00$19.0K
Mar 16, 2026Nonko EugeneDirectorSELL2,444$10.00$24.4K
Mar 16, 2026Yi StevenSee RemarksSELL4,000$9.93$39.7K
Mar 16, 2026Cramer KeithChief Revenue OfficerSELL10,000$9.89$98.9K
Mar 15, 2026Nonko EugeneDirectorAWARD174,450
17 SEC filing reports analyzed. Sentiment: 0 bullish, 5 bearish, 0 mixed, 12 neutral. Avg impact: 3.5/10.
NEUTRAL CLUSTER 2/10
Two MediaAlpha insiders—the CTO and a director—sold a combined $59K in open-market transactions over
Jun 12, 2026
NEUTRAL CLUSTER 2/10
Three MediaAlpha officers (General Counsel, CTO, and CRO) sold a total of $242K in stock over a one-
May 22, 2026
NEUTRAL CLUSTER 2/10
Two C-suite insiders at MediaAlpha (CTO and General Counsel) sold a combined $137K in open-market sh
May 19, 2026
NEUTRAL 144 3/10
Jeffrey B. Coyne, an officer of MediaAlpha, filed a Form 144 on May 15, 2026, indicating intent to s
May 15, 2026
NEUTRAL CLUSTER 2/10
Two MediaAlpha insiders sold a total of $292K in shares over a week, representing 0.05% of the compa
May 6, 2026
NEUTRAL CLUSTER 3/10
Two MediaAlpha insiders (Steven Yi and Eugene Nonko) sold a combined $320K in open-market sales over
Apr 29, 2026
BEARISH CLUSTER 5/10
Two corporate insiders at MediaAlpha, Inc. (MAX) sold a combined $384,000 worth of shares in the pas
Apr 23, 2026
NEUTRAL 144 3/10
Eugene Nonko, a director of MediaAlpha, filed a Form 144 to notify intent to sell up to 254,100 shar
Apr 20, 2026
NEUTRAL CLUSTER 3/10
Two C-suite executives at MediaAlpha (MAX) sold shares in the past week, including the Chief Revenue
Apr 15, 2026
NEUTRAL PRESS-RELEASE 3/10
MediaAlpha announced the date and dial-in details for its Q1 2026 earnings call. No financial result
Apr 15, 2026
BEARISH CLUSTER 6/10
Two corporate insiders at MediaAlpha, Inc. (MAX) sold shares in the past week, including CTO Amy Yeh
Apr 10, 2026
NEUTRAL CLUSTER 3/10
Yi Steven, an insider at MediaAlpha (MAX), conducted three open-market share sales over three consec
Mar 25, 2026
NEUTRAL DEFA14A 3/10
MediaAlpha, Inc. (MAX) has filed a definitive proxy statement (DEFA14A) for its upcoming shareholder
Mar 23, 2026
NEUTRAL CLUSTER 3/10
Multiple insiders at MediaAlpha (MAX) engaged in trading activity over the past week, including open
Mar 18, 2026
BEARISH CLUSTER 6/10
Over the past seven days, three insiders at MediaAlpha (MAX) sold shares in the open market, includi
Mar 6, 2026
BEARISH CLUSTER 5/10
Multiple insiders at MediaAlpha, Inc. (MAX) sold shares in the past seven days, including Yi Steven
Feb 26, 2026
BEARISH CLUSTER 5/10
Multiple insiders at MediaAlpha, Inc. (MAX) sold shares in a concentrated 7-day window, including re
Feb 26, 2026

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (75% buy). Based on 12 analysts: 2 strong buy, 7 buy, 3 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$13.71 mean target +45.1% upside Strong Buy (1.88)
$11.00 Low $19.00 High
MetricValue
Current Price$9.45
Target Low$11.00
Target Mean$13.71
Target Median$13.00
Target High$19.00
# Analysts7
RecommendationStrong Buy (1.88)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.32 $0.21 $0.38 -27.3% +9.6% 1↑ 0↓ $0.3B 19.4% 3
Next Q
2026-09-30
$0.36 $0.23 $0.43 -11.4% +3.7% $0.3B 8.0% 3
Current FY
2026-12-31
$1.38 $0.98 $1.58 -61.0% -3.6% 0↑ 2↓ $1.3B 13.3% 3
Next FY
2027-12-31
$1.67 $1.04 $2.02 21.0% +12.4% 1↑ 1↓ $1.4B 8.4% 3

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.318
7d ago$0.290+0.028
30d ago$0.290+0.028
60d ago$0.290+0.028
90d ago$0.240+0.078
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 30, 2026 JP Morgan MAINTAIN Overweight Overweight
Apr 7, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
Feb 24, 2026 JP Morgan MAINTAIN Overweight Overweight
Feb 24, 2026 Goldman Sachs MAINTAIN Neutral Neutral
Feb 24, 2026 RBC Capital MAINTAIN Outperform Outperform
Feb 24, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262730075%
May 1, 20262730075%
Apr 1, 20262730075%
Mar 1, 20262730075%
Feb 1, 20262730075%
Jan 1, 20262730075%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

55°
Neutral
Bearish Neutral Bullish
6 mentions 3 bullish 2 bearish 6 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 7, 2026140° Cool011
May 7, 2026140° Cool011
Apr 25, 2026160° Warm101
Apr 25, 2026160° Warm101
Feb 17, 2026160° Warm101
Feb 17, 2026144° Neutral001
May 18, 2026
other
MediaAlpha Appoints Lauren StClair to Board of Directors
Lauren St. Clair joining MediaAlpha Board of Directors
May 18, 2026
other
MediaAlpha to Present at the William Blair 46th Annual Growth Stock Conference on Tuesday, June 2, 2026
MediaAlpha presenting at William Blair Growth Conference
Apr 30, 2026
short_volume
Short Volume: MAX — 59.6% short (0.5M / 0.8M)
Short: 498,673 | Exempt: 17,395 | TRF Vol: 836,270 | Short Ratio: 59.6% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
earnings_calendar
MAX Q1 2026 Earnings Scheduled — 2026-04-29
Apr 24, 2026
other
MediaAlpha Earns Great Place To Work® Certification™ for 10th Consecutive Year
MediaAlpha honored as Great Place to Work
Apr 15, 2026
earnings
MediaAlpha To Report First Quarter 2026 Financial Results on April 29, 2026
MediaAlpha announcing Q1 2026 earnings call date and dial-in information
Feb 23, 2026
earnings_calendar
MAX Q4 2025 Earnings After Market Close — 2026-02-23