Market Cap
$486.7M
QUAD
Quad/Graphics, Inc.
$9.44 ▲ +1.61%
Prev close $9.29Market cap$486.7M
12-mo target$13.17 (+39.5%)
21 New Institutional Positions7 Institutional Exits
Snapshot
The big-picture read on QUAD right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Inst. Holders
50 funds
Inst. Value
$113.4M
Inst. Activity
21 buys / 7 sells
SEC Reports
4
Price chart 30d -9.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 15, 2026 short_interest_report
Aug 25, 2026 SEC Short Interest: QUAD up 24% to 1.7M shares
Settlement 2026-09-15 | Days to cover: 4.96 | ≈3.39% of shares outstanding (est.)
Quad/Graphics filed an 8-K furnishing an investor presentation for the Midwest IDEAS Conference. The presentation highli
8-K — Impact 4/10
Jul 31, 2026 Insider
McKenna Donald M disposed of 12,289 shares
EVP, Chief Administrative Ofcr @ $9.84 ($120.9K)
Jul 31, 2026 Insider
Fowler John C disposed of 26,000 shares
Director @ $9.86 ($256.4K)
Jul 31, 2026 Insider
Jul 28, 2026 SEC Huet Melanie Arlene disposed of 28,543 shares
Director @ $9.99 ($285.1K)
Quad/Graphics reported Q2 2026 results with net sales of $578M (+1% YoY), a return to growth after Q1's decline. GAAP EP
8-K — Impact 6/10
Jun 30, 2026 Inst.
O'SHAUGHNESSY ASSET MANAGEMENT, LLC — ADD
460,731 shares ($3.9M)
Jun 30, 2026 Inst.
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP — TRIM
318,047 shares ($2.7M)
Analyst ratings buy % +1.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 31, 2025 | Barrington Research | MAINTAIN | Outperform | 55% |
| Jul 31, 2025 | Rosenblatt | MAINTAIN | Buy | 54% |
| Jul 29, 2025 | Barrington Research | MAINTAIN | Outperform | 55% |
| Jun 6, 2025 | Rosenblatt | MAINTAIN | Buy | 54% |
| May 2, 2025 | Barrington Research | MAINTAIN | Outperform | 55% |
| May 1, 2025 | Rosenblatt | MAINTAIN | Buy | 54% |
| Feb 21, 2025 | Barrington Research | MAINTAIN | Outperform | 55% |
| Feb 18, 2025 | Rosenblatt | MAINTAIN | Buy | 54% |
| Nov 26, 2024 | Barrington Research | MAINTAIN | Outperform | 55% |
| Nov 25, 2024 | Rosenblatt | MAINTAIN | Buy | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 5 | 1 | 0 | 0 | 89% | |
| Aug 1, 2026 | 3 | 5 | 1 | 0 | 0 | 89% | |
| Jul 1, 2026 | 3 | 5 | 1 | 0 | 0 | 89% | |
| Jun 1, 2026 | 3 | 5 | 1 | 0 | 0 | 89% | |
| May 1, 2026 | 3 | 5 | 1 | 0 | 0 | 89% | |
| Apr 1, 2026 | 3 | 4 | 1 | 0 | 0 | 88% | |
| Mar 1, 2026 | 3 | 4 | 1 | 0 | 0 | 88% | |
| Feb 1, 2026 | 3 | 4 | 1 | 0 | 0 | 88% |
Price targets
Where 3 covering analysts think QUAD trades over the next 12 months.
$13.17 +39.5% upside Strong Buy
Current$9.44 Low$13.00 Median$13.00 High$13.50 3 analysts
$13.00$13.50
Analyst rating None as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
4 SEC filing reports analyzed · 1 bullish, 0 bearish, 1 mixed, 2 neutral · avg impact 4.5/10.
NEUTRAL8-K4/10
Quad/Graphics filed an 8-K furnishing an investor presentation for the Midwest IDEAS Conference. The
Aug 25, 2026
BULLISH8-K6/10
Quad/Graphics reported Q2 2026 results with net sales of $578M (+1% YoY), a return to growth after Q
Jul 28, 2026
MIXED8-K5/10
Quad/Graphics Q1 2026 adjusted EPS of $0.25 beat consensus by 13.6%, but revenue declined 7.7% (4.3%
Apr 28, 2026
NEUTRALDEFA14A3/10
Quad/Graphics, Inc. is holding its 2026 Annual Meeting of Shareholders, where shareholders are asked
Apr 10, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 15, 2026
short_interest_report
Short Interest: QUAD up 24% to 1.7M shares
Settlement 2026-09-15 | Days to cover: 4.96 | ≈3.39% of shares outstanding (est.)
Aug 26, 2026
other
Quad to present at the Sidoti Small-Cap Virtual Investor Conference
SUSSEX, Wis., Aug. 26, 2026 /PRNewswire/ -- Quad/Graphics, Inc. (NYSE: QUAD) ("Quad" or the "Company"), a marketing experience company that solves com
Jul 28, 2026
earnings
Quad Reports Second Quarter and Year-to-Date 2026 Results
Realizes Net Sales Increase in the Second Quarter and Reaffirms Full-Year 2026 Financial Guidance SUSSEX, Wis., July 28, 2026 /PRNewswire/ -- Quad/Gra
Jul 28, 2026
earnings_calendar
QUAD Q2 2026 Earnings Scheduled — 2026-07-28
Apr 28, 2026
earnings_calendar
QUAD Q1 2026 Earnings Scheduled — 2026-04-28
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.38 | $0.36–$0.40 | 22.6% | +11.8% | 2↑ 0↓ | $0.6B | 2 |
| Next Q | $0.44 | $0.42–$0.46 | 22.2% | -0.8% | 1↑ 0↓ | $0.6B | 2 |
| Current FY | $1.31 | $1.27–$1.35 | 29.7% | +7.4% | 2↑ 0↓ | $2.4B | 2 |
| Next FY | $1.46 | $1.40–$1.52 | 11.5% | +6.3% | 2↑ 0↓ | $2.3B | 3 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.380 | — |
| 7d ago | $0.340 | +0.040 |
| 30d ago | $0.340 | +0.040 |
| 60d ago | $0.340 | +0.040 |
| 90d ago | $0.340 | +0.040 |
Institutional ownership
Which big funds own QUAD (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $113.4M total value (13,456,913 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, DIMENSIONAL. Net buying activity: 21 institutions added/increased vs 7 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 2,290,195 | $19.3M | 17.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,303,331 | $11.0M | 9.7% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,194,489 | $10.1M | 8.9% | — |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1,053,640 | $8.9M | 7.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 773,412 | $6.5M | 5.7% | — |
| RENAISSANCE TECHNOLOGIES LLC | 672,900 | $5.7M | 5.0% | — |
| STATE STREET CORP | 637,466 | $5.4M | 4.7% | — |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 460,731 | $3.9M | 3.4% | ADD +25.3% |
| Bank of New York Mellon Corp | 415,952 | $3.5M | 3.1% | ADD +39.9% |
| D. E. Shaw & Co., Inc. | 407,059 | $3.4M | 3.0% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | ADD | 367,730 | 460,731 | +25.3% | $3.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | 460,452 | 318,047 | -30.9% | $2.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | 210,295 | 286,992 | +36.5% | $2.4M |
| PANAGORA ASSET MANAGEMENT INC | DOUBLED | 34,900 | 152,728 | +337.6% | $1.3M |
| LAZARD ASSET MANAGEMENT LLC | DOUBLED | 17,995 | 139,514 | +675.3% | $1.2M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 183,355 | 102,937 | -43.9% | $867.8K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | ADD | 78,200 | 102,002 | +30.4% | $859.9K |
| Empowered Funds, LLC | TRIM | 97,169 | 72,169 | -25.7% | $608.4K |
| STATE OF WISCONSIN INVESTMENT BOARD | DOUBLED | 27,900 | 57,800 | +107.2% | $487.3K |
| Trexquant Investment LP | TRIM | 116,833 | 54,098 | -53.7% | $456.0K |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
18 insiders, 35 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jul 31, 2026 | McKenna Donald M | EVP, Chief Administrative Ofcr | D | 12,289 | $9.84 | $120.9K |
| Jul 31, 2026 | Fowler John C | Director | D | 26,000 | $9.86 | $256.4K |
| Jul 31, 2026 | Huet Melanie Arlene | Director | D | 28,543 | $9.99 | $285.1K |
| May 27, 2026 | Flores Kathryn Quadracci | Director | D | 9,692 | $7.40 | $71.7K |
| May 26, 2026 | Flores Kathryn Quadracci | Director | D | 17,735 | $7.25 | $128.6K |
| May 20, 2026 | Rothman Jay O. | Director | AWARD | 19,178 | — | — |
| May 20, 2026 | Huet Melanie Arlene | Director | AWARD | 19,178 | — | — |
| May 20, 2026 | Fuller Stephen M. | Director | AWARD | 19,178 | — | — |
| May 20, 2026 | Fowler John C | Director | AWARD | 19,178 | — | — |
| May 20, 2026 | Buth Douglas P | Director | AWARD | 19,178 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for QUAD.
Shares short
1,743,344
Settlement Sep 15, 2026
Change vs prior
+24.0%
Semi-monthly cycle
Days to cover
5.0
At avg daily volume
Of shares outstanding
≈3.4%
Estimate — not % of float
All QUAD filing & press-release reports (4)
- 8-K reportAug 25, 2026
- 8-K reportJul 28, 2026
- 8-K reportApr 28, 2026
- DEFA14A reportApr 10, 2026