Eugene Nonko Sells 4,952 Shares of MediaAlpha (NYSE:MAX) Stock

MediaAlpha, Inc. (NYSE:MAX) Director Eugene Nonko sold 4,952 shares of MediaAlpha stock in a transaction that occurred on Monday, July 20th. The stock was sold at an average price of $13.87, for a total transaction of $68,684.24. Following the completion of the sale, the director directly owned 885,622 shares of the company’s stock, valued at approximately $12,283,577.14. This trade represents a 0.56% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Eugene Nonko also recently made the following trade(s):

• On Wednesday, July 29th, Eugene Nonko sold 9,524 shares of MediaAlpha stock. The shares were sold at an average price of $14.05, for a total value of $133,812.20.
• On Wednesday, July 29th, Eugene Nonko sold 4,952 shares of MediaAlpha stock. The shares were sold at an average price of $14.05, for a total transaction of $69,575.60.
• On Tuesday, July 28th, Eugene Nonko sold 10,843 shares of MediaAlpha stock. The stock was sold at an average price of $13.78, for a total transaction of $149,416.54.
• On Tuesday, July 28th, Eugene Nonko sold 6,622 shares of MediaAlpha stock. The stock was sold at an average price of $13.86, for a total value of $91,780.92.
• On Monday, July 27th, Eugene Nonko sold 8,205 shares of MediaAlpha stock. The shares were sold at an average price of $13.28, for a total value of $108,962.40.
• On Monday, July 27th, Eugene Nonko sold 3,282 shares of MediaAlpha stock. The shares were sold at an average price of $13.28, for a total transaction of $43,584.96.
• On Monday, July 20th, Eugene Nonko sold 9,524 shares of MediaAlpha stock. The stock was sold at an average price of $13.82, for a total transaction of $131,621.68.
• On Wednesday, July 8th, Eugene Nonko sold 8,205 shares of MediaAlpha stock. The stock was sold at an average price of $13.61, for a total value of $111,670.05.
• On Wednesday, July 8th, Eugene Nonko sold 3,282 shares of MediaAlpha stock. The stock was sold at an average price of $13.78, for a total value of $45,225.96.
• On Tuesday, July 7th, Eugene Nonko sold 9,524 shares of MediaAlpha stock. The stock was sold at an average price of $14.06, for a total transaction of $133,907.44.

MediaAlpha Stock Up 0.4%

Shares of MediaAlpha stock opened at $13.85 on Thursday. MediaAlpha, Inc. has a twelve month low of $7.09 and a twelve month high of $14.70. The business has a 50-day moving average price of $11.37 and a 200-day moving average price of $10.17. The firm has a market cap of $863.24 million, a price-to-earnings ratio of 21.63 and a beta of 1.08.

MediaAlpha (NYSE:MAX) last issued its quarterly earnings data on Wednesday, July 29th. The company reported $0.65 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.21 by $0.44. MediaAlpha had a negative return on equity of 147.82% and a net margin of 3.37%.The business had revenue of $316.88 million for the quarter, compared to analysts’ expectations of $300.87 million. On average, equities analysts expect that MediaAlpha, Inc. will post 0.97 EPS for the current fiscal year.

Hedge Funds Weigh In On MediaAlpha

A number of large investors have recently bought and sold shares of the business. Caitong International Asset Management Co. Ltd grew its position in MediaAlpha by 5,900.0% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 2,160 shares of the company’s stock valued at $28,000 after acquiring an additional 2,124 shares during the last quarter. Rockefeller Capital Management L.P. lifted its position in shares of MediaAlpha by 9,917.9% during the fourth quarter. Rockefeller Capital Management L.P. now owns 2,805 shares of the company’s stock worth $36,000 after purchasing an additional 2,777 shares during the last quarter. Quarry LP lifted its position in shares of MediaAlpha by 43.3% during the third quarter. Quarry LP now owns 4,087 shares of the company’s stock worth $47,000 after purchasing an additional 1,234 shares during the last quarter. Strs Ohio purchased a new stake in shares of MediaAlpha during the fourth quarter valued at $49,000. Finally, Tower Research Capital LLC TRC boosted its stake in shares of MediaAlpha by 28.0% during the second quarter. Tower Research Capital LLC TRC now owns 5,551 shares of the company’s stock valued at $61,000 after purchasing an additional 1,213 shares during the period. Hedge funds and other institutional investors own 64.39% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on MAX shares. Keefe, Bruyette & Woods upped their target price on shares of MediaAlpha from $15.00 to $17.00 and gave the company an “outperform” rating in a research report on Wednesday, July 8th. Zacks Research lowered MediaAlpha from a “hold” rating to a “strong sell” rating in a research note on Tuesday, May 19th. Wall Street Zen upgraded MediaAlpha from a “hold” rating to a “buy” rating in a report on Sunday, July 12th. Texas Capital raised MediaAlpha to a “strong-buy” rating in a research report on Tuesday, June 9th. Finally, Capital One Financial set a $11.00 price target on MediaAlpha in a report on Tuesday, June 9th. One equities research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $12.64.

MediaAlpha News Roundup

Here are the key news stories impacting MediaAlpha this week:

• Positive Sentiment: Q2 earnings and revenue beat estimates: MediaAlpha reported adjusted earnings of $0.65 per share, versus the $0.21 analyst consensus and $0.17 a year earlier. Revenue reached a record $316.9 million, up 26% year over year and above the $300.9 million consensus estimate. Net income was $41.8 million and adjusted EBITDA was $29.3 million. MediaAlpha Announces Second Quarter 2026 Financial Results
• Positive Sentiment: Healthy third-quarter outlook: Management guided for revenue of $330 million to $355 million, compared with the $332.4 million consensus estimate. The guidance range suggests continued demand growth across MediaAlpha’s insurance marketplace, although the company did not provide a specific EPS forecast in the available update. MediaAlpha Earnings Results and Conference Call
• Positive Sentiment: Share repurchases support per-share value: MediaAlpha repurchased more than $41 million of its stock during the first half of 2026, signaling management confidence and potentially supporting EPS and shareholder returns. MediaAlpha Financial Results
• Neutral Sentiment: Analyst sentiment remains mixed: MediaAlpha carries a “Moderate Buy” consensus rating, but the reported average price target of $12.64 is below the recent trading level, potentially limiting near-term upside unless estimates and targets are revised higher.
• Negative Sentiment: Director selling adds a cautionary signal: Director Eugene Nonko sold roughly 47,000 shares from July 27–29 at prices between $13.28 and $14.05. However, the transactions were made under a pre-arranged Rule 10b5-1 plan to cover tax withholding on vested equity awards, and he continues to hold substantial shares, reducing the negative significance. SEC Insider Trading Filing

About MediaAlpha

MediaAlpha, Inc is a technology company that operates a real-time digital marketplace for the distribution of insurance and adjacent services. The company’s platform connects buyers—consumers seeking insurance policies—to sellers, including insurance carriers and distribution partners, through programmatic bidding and data-driven pricing. By leveraging transaction-level data and proprietary auction mechanics, MediaAlpha enables carriers to acquire customers more efficiently and at scale.

The firm offers a suite of products that help clients optimize marketing spend and improve conversion rates.