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MKTW
MarketWise, Inc.
19.14
2 x 13.60
2 x 23.37
bid
ask
+
1.30
7.29%
2 @ 04:00 PM
19.14 +0.00 (0.00%)
Ytd27.43%
1y-3.43%
18.15
day range
19.14
13.49
52 week range
21.74
Open18.15Prev Close17.84Low18.15High19.14Mkt Cap50.51M
Vol19.44KAvg Vol25.02KEPS1.67P/E11.46Forward P/E2.51
Beta0.41Short Ratio2.24Inst. Own31.13%Dividend0.04Div Yield7.74
Ex Div Date11-25Earning03-0550-d Avg17.27200-d Avg16.181yr Est0.60
Earning
DateForEstimateReportedSurprisesurprise %
2024-11-072024-0900.04N/AN/A
2024-08-142024-0600.04N/AN/A
2024-05-152024-0300.04N/AN/A
2024-03-072023-120N/AN/AN/A
2023-11-092023-090N/AN/AN/A
2023-08-102023-060.05N/AN/AN/A
Upgrade / Downgrade
DateFirmActionFromTo
2024-03-28UBSUpgradeNeutralNeutral
2023-12-01UBSDowngradeBuyNeutral
2023-11-13NeedhamUpgradeBuyBuy
2023-08-11NeedhamUpgradeBuyBuy
2023-07-10JMP SecuritiesUpgradeMarket OutperformMarket Outperform
2023-06-30JMP SecuritiesUpgradeMarket OutperformMarket Outperform
Profile
MarketWise, Inc. operates a content and technology multi-brand platform for self-directed investors in the United States and Internationally. Its platform includes subscription businesses that provides financial research, software, education, and tools to navigate the financial markets. The company offers various investment strategies, such as value investing, income, growth, commodities, cryptocurrencies, venture, crowdfunded investing, biotechnology, mutual funds, options, and trading; investment research product portfolio through a range of media, including desktops, laptops, tablets, and mobile; and financial newsletters. It provides a suite of stock research tools and portfolio management services under the Chaikin Analytics brand; portfolio management software tools under the TradeSmith brand name; and database of accounting-based financial summaries under the Altimetry brand. In addition, the company develops screeners, monitors, portfolio management tools, and proprietary indicators that produce a composite score to rank publicly traded companies. The company was founded in 1999 and is headquartered in Baltimore, Maryland.
Insider Holder
DateNameRelationQuantityDescription
2024-06-30CURLETT CHARLES N. JR.Chief Operating Officer345.39KStock Award(Grant)
2024-06-30EIFRIG DAVIDDirector682.89KStock Award(Grant)
2024-06-30FORNEY SCOTT DANIELGeneral Counsel389.44KStock Award(Grant)
2024-06-30GALSIM MARCOChief Technology Officer804.41KStock Award(Grant)
2024-06-30KAUFAM STEVEN ANDREWOfficer196.01KStock Award(Grant)
2024-06-30MICKELS ERIKChief Financial Officer1.48MStock Award(Grant)
Institution Ownership
Report DateOrganizationPositionValuePercentage
2024-09-29Greenhaven Road Investment Management, L.p.3.52M1.77M7.93%
2024-09-29Blackrock Inc.2.30M1.15M5.18%
2024-09-29Vanguard Group Inc1.45M726.83K3.26%
2024-09-29Royce & Associates LP1.12M562.90K2.53%
2024-09-29Geode Capital Management, LLC818.81K410.39K1.84%
2024-09-29Formidable Asset Management, Llc566.29K283.82K1.27%
Fund Ownership
Report DateOrganizationPositionValuePercentage
2024-09-29Vanguard Total Stock Market Index Fund816.13K409.05K1.84%
2024-10-30iShares Russell 2000 ETF739.68K370.73K1.66%
2024-09-29Royce Small Cap Trust, Inc.500.00K250.60K1.13%
2024-09-29Royce Micro Cap Trust500.00K250.60K1.13%
2024-10-30iShares Russell 2000 Value ETF407.33K204.15K0.92%
2024-08-30Fidelity Small Cap Index Fund390.22K195.58K0.88%
Dividend
DividendDate
0.452026-05-15
0.452026-03-18
0.42025-11-14
0.42025-08-15
0.32025-05-15
0.012025-03-18
Split
SplitDate
1 : 202025-04-03