Mediaalpha, INC

Market Movers (8-K)

NYSE
MediaAlpha announced record second-quarter revenue of $316.9 million, a 26% year-over-year increase, driven by strong performance in its Property & Casualty insurance vertical.
NYSE
MediaAlpha, Inc. has acquired Insignia's interest in its Tax Receivables Agreement for $31 million, significantly reducing its estimated future tax liability.
NYSE
MediaAlpha, Inc. announced the appointment of Lauren StClair, a veteran public-company CFO with over 20 years of technology finance leadership, to its Board of Directors and Audit Committee, effective May 15, 2026.
NYSE
MediaAlpha, Inc. announced the results of its 2026 Annual Meeting of Stockholders, including the election of two directors and the ratification of its independent auditor.
NYSE
MediaAlpha announced record first-quarter 2026 results with revenue reaching $310.0 million, a 17% year-over-year increase, and net income of $14.0 million.
NYSE
MediaAlpha's subsidiaries, QuoteLab and QL Holdings, have entered into a new five-year senior secured term loan of $150 million and a $60 million revolving credit facility, refinancing existing debt and providing capital for general corporate purposes.

Quarterly Earnings (10-Q)

NYSE
MediaAlpha, Inc. announced a 25.9% year-over-year revenue increase for Q2 2026, driven by robust performance in the P&C insurance vertical, despite a planned reduction in the health insurance segment.
Better than expected
NYSE
MediaAlpha reports strong third-quarter revenue and net income growth driven by its Property & Casualty insurance vertical, while navigating a significant FTC settlement and authorizing a new share repurchase program.
NYSE
MediaAlpha, Inc. reported a significant 41.1% revenue increase in Q2 2025, driven by strong Property & Casualty insurance growth, despite a net loss due to a $45 million FTC settlement.
Worse than expected
NYSE
MediaAlpha reports a significant revenue increase in Q1 2025, driven by strong performance in the property and casualty insurance sector, while navigating challenges in health and life insurance verticals.
Better than expected
Capital raise
NYSE
MediaAlpha's Q3 2024 results show significant revenue growth driven by increased spending in the property and casualty insurance sector, alongside a return to profitability.
Better than expected
Capital raise
NYSE
MediaAlpha's Q2 2024 revenue surged by 110.3% year-over-year, fueled by a significant rebound in property and casualty insurance spending.
Better than expected

Annual Reports (10-K)

NYSE
MediaAlpha, Inc. reported robust financial performance for 2025, driven by significant growth in its P&C insurance vertical, while also finalizing a $45 million settlement with the FTC.
Delay expected
Capital raise
NYSE
MediaAlpha's 2024 10-K filing reveals significant revenue and transaction value increases driven by a rebound in the property and casualty insurance market, alongside ongoing legal challenges with the FTC.
Better than expected
Capital raise
NYSE
MediaAlpha, Inc.'s 10-K filing details its share structure, voting rights, and corporate governance policies, including anti-takeover measures and director nomination processes.

Insider Trading (Form 4)

NYSE
Eugene Nonko, a Director of MediaAlpha, Inc., sold 43,428 shares of common stock on July 27, 2026.
NYSE
Eugene Nonko, a Director of MediaAlpha, Inc., sold 43,428 shares of common stock on July 20, 2026.
NYSE
Steven Yi, See Remarks and a Director of MediaAlpha, Inc., sold 94,790 shares of common stock on July 16, 2026.
NYSE
Kuanling Amy Yeh, Chief Technology Officer of MediaAlpha, Inc., sold 13,000 shares of common stock on July 16, 2026.
NYSE
Eugene Nonko, a Director of MediaAlpha, Inc., sold 46,417 shares of common stock on July 13, 2026.
NYSE
Steven Yi, See Remarks and a Director of MediaAlpha, Inc., sold 161,489 shares of common stock on July 13, 2026.

Proxy Statements (Def-14A)

NYSE
MediaAlpha, Inc. announces its 2026 Annual Meeting of Stockholders to elect Class III directors and ratify PricewaterhouseCoopers LLP as its independent auditor, alongside a review of 2025 financial performance.
Better than expected
NYSE
MediaAlpha, Inc. has filed a definitive proxy statement with the SEC.
NYSE
MediaAlpha, Inc. will hold its 2025 Annual Meeting of Stockholders virtually on May 14, 2025, to vote on director elections, executive compensation, and the ratification of its accounting firm.
Better than expected
NYSE
MediaAlpha has updated its proxy statement regarding the voting requirements and effects of abstentions and broker non-votes for its upcoming annual meeting.
NYSE
MediaAlpha, Inc. has filed a definitive proxy statement with the SEC.
NYSE
MediaAlpha's upcoming annual meeting on May 16, 2024, will address director elections, officer exculpation, and auditor ratification.

Schedule 13D - Activist Investments

NYSE
White Mountains Insurance Group updates its beneficial ownership of MediaAlpha, Inc. following changes in the issuer's outstanding share count.
NYSE
White Mountains Insurance Group and WM Hinson updated their beneficial ownership in MediaAlpha, Inc. Class A Common Stock to 31.7%, a change solely due to an increase in outstanding shares.
NYSE
Eugene Nonko and O.N.E. Holdings, LLC have updated their Schedule 13D filing for MediaAlpha, Inc., disclosing an aggregate beneficial ownership of 10.8% of Class A Common Stock, alongside recent share acquisitions, sales, and significant transfers to O.N.E. Holdings.

Schedule 13G - Passive Investments

NYSE
Divisadero Street Capital Management, LP and affiliated entities have reported beneficial ownership of 5.8% of MediaAlpha, Inc.'s Class A Common Stock.
NYSE
Insignia Capital Partners and its affiliates have reported a complete divestment of their Class A Common Stock in MediaAlpha, Inc., effective September 30, 2025.
NYSE
The Vanguard Group has filed an amendment to its Schedule 13G, reporting a beneficial ownership of 4.61% in MediaAlpha Inc. common stock.
NYSE
The Vanguard Group has filed an amended Schedule 13G, reporting a 5.25% beneficial ownership stake in MediaAlpha Inc. as of March 31, 2025.
NYSE
Investment giant BlackRock, Inc. has filed an amended Schedule 13G, disclosing a 4.2% beneficial ownership stake in MediaAlpha, Inc.'s Class A Stock as of March 31, 2025.