OUT at a glance
OUTFRONT Media Inc. (OUT, SEC CIK 1579877) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 5, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), OUTFRONT Media Inc. (OUT) reported revenue of $1.8 billion (up 0.0% from FY2024) and net income of $147.0 million. Diluted EPS was $0.82.
- As of December 31, 2024, 23 institutional investment managers tracked by SignalX reported holding OUTFRONT Media Inc. (OUT) shares worth $1.2 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by SIEGEL MATTHEW on October 1, 2026 of 25,000 shares at $27.84 per share.
- In the last 90 days, OUT insiders reported 0 open-market purchases ($0) and 3 open-market sales ($1.1M) on Form 4, a net sale of $1.1M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.8B
- +0.0% vs prior year
- Insiders · 90 days
- 0 buys · 3 sells
- Net −$1.1M
- 13F holders
- 23 funds
- $1.2B · +2 vs prior quarter
- Latest 8-K
- Aug 5, 2026
- Item 2.02 · Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: operation and deployment of digital advertising display platforms for transit and other partners
- Emphasis on AI-assisted tools and programmatic/direct sale advertising technologies introduced this year
- Strategic focus shift toward enhancing digital display capabilities and contract fulfillment to increase platform value
- Significant cost increases in digital platform operations with risk of unrecovered expenses from customers or transit franchise partners
- Highlighted risk of financial liability if digital platform fails to meet expectations or market demand declines
Risk Factors
- Legal risk under Maryland General Corporation Law allowing interested director transactions if approved by majority of disinterested directors or shareholders
- No disclosed geopolitical or macroeconomic threat impacting operations or revenue
- Potential operational risk from purchase money financing tied to property sales, creating exposure to loan default in joint ventures
- Competition risk absent specific rivals or disruptive technology mention in filing
- Financial risk from charter allowing board majority to amend authorized shares without stockholder approval, possibly diluting existing shareholders
Management Discussion & Analysis
- REIT qualification crucial: requires ≥90% income distribution, limits on asset types, ownership, and hedging, impacting growth and flexibility
- Tax risks include potential loss of REIT status causing corporate taxes, nondeductible dividends, excise taxes, and 100% prohibited transaction tax on some sales
- Cash flow constrained by REIT rules; reliance on external capital for growth/refinancing; market perception and indebtedness affect access
- Board can issue shares or alter bylaws without stockholder approval, creating control and takeover defense risks for shareholders
AI summary of the OUT 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $522.5M, up 14% YoY from $460.2M
- Adjusted OIBDA margin 30.7% vs 27.0% YoY
- Operating income $116.1M, up 107% YoY from $56.2M
- Transit strongest driver, with higher revenues primarily driving $58.2M net-income increase
- SG&A expected to outpace revenue growth through 2026 amid strategic investments and technology costs
Risk Factors
- No material changes to 2025 10-K risk factors
- New senior-notes indenture dated June 12, 2026
- Executive Rule 10b5-1 plan covering up to 17,500 shares
AI summary of the OUT 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026, announced August 5, 2026
- Press release Exhibit 99.1 contains the financial results and underlying performance details
Item 8.01: Other Events
- Quarterly cash dividend declared at $0.33 per common share
- Payable September 30, 2026, to shareholders of record September 4, 2026
Item EX-99.1: Item EX-99.1
- Q2 revenue $522.5M, up 13.5%, with Adjusted OIBDA $160.3M, up 29.2%; FIFA World Cup amplified organic growth
- Transit was the key accelerator: revenue $140.6M, up 32.3%, and Adjusted OIBDA $33.2M versus $7.2M
Item 1.01: Entry into a Material Definitive Agreement
- $500 million senior unsecured notes issued at 6.000% interest, maturing June 15, 2034
- Annual interest expense of $30 million, payable semiannually beginning December 15, 2026
Item 5.07: Submission of Matters to a Vote of Security Holders
- All nine incumbent directors re-elected, preserving board continuity
- Angela Courtin and Susan M. Tolson faced highest opposition, with 36.8M and 52.0M votes against
Item 8.01: Other Events
- $500.0 million aggregate principal amount of 6.000% Senior Notes priced
- Notes mature in 2034, creating long-term debt obligations
AI summaries of OUT 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for OUT
Don't miss the next OUT filing
- Alerts as it files. A push when OUT files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut OUT, by share count.
- Ask anything. An AI agent that reads every OUT filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| SIEGEL MATTHEW | Sell | Oct 1, 2026 | 25,000 | $27.84 |
| Pangis Nicolle Deanna | M | Sep 18, 2026 | 6,047 | - |
| BARRETT MICHAEL G. | A | Sep 18, 2026 | 265 | - |
| BARRETT MICHAEL G. | M | Sep 18, 2026 | 6,047 | - |
| Pangis Nicolle Deanna | M | Sep 18, 2026 | 6,047 | - |
| Pangis Nicolle Deanna | A | Sep 18, 2026 | 265 | - |
| BARRETT MICHAEL G. | M | Sep 18, 2026 | 6,047 | - |
| Bonanni Mark Emilio | Sell | Sep 3, 2026 | 3,385 | $29.82 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.8B | $1.8B |
| Operating Income | - | $425.5M | $293.5M |
| Net Income | -$430.4M | $258.2M | $147.0M |
| Op. Margin | - | 23.2% | 16.0% |
| Net Margin | - | 14.1% | 8.0% |
| Balance Sheet | |||
| Total Assets | $5.6B | $5.2B | $5.3B |
| Equity | - | $649.0M | $710.4M |
| ROE | - | 39.8% | 20.7% |
| Per Share | |||
| EPS | $-2.66 | $1.51 | $0.82 |
| Cash Flow | |||
| Operating CF | - | $299.2M | $307.6M |
| CapEx | $86.8M | $78.1M | $88.8M |
Source: XBRL data in OUTFRONT Media Inc. (OUT)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q4 2024Aggregate OUT share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q4 2024 | 23 | $1.22B |
| Q3 2024 | 21 | $506.3M |
- Citadel Advisors LLC+2.75M (+2294%)
- COHEN & STEERS, INC.+2.45M (+88%)
- BNY Mellon+886.6K (+80%)
- State Street Corp+247.0K (+4%)
- Northern Trust+159.8K (+8%)
- Ameriprise Financial−832.1K (-44%)
- Millennium Management−621.3K (-86%)
- Prudential Financial−273.4K (-26%)
- AQR Capital Management−183.3K (-61%)
- DigitalBridge Group, Inc.−103.3K (-10%)
- Vanguard Group Inc+21.65M
- FMR LLC (Fidelity)+15.60M
- Raymond James Financial+55.2K
- WESTWOOD HOLDINGS GROUP INC−540.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 44 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
OUT filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jun 25, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 8-K | Jun 12, 2026 | - | Analysis | - |
| 4 | Jun 11, 2026 | - | - | - |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 8-K | Jun 3, 2026 | - | Analysis | |
| 4 | May 26, 2026 | - | - |
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OUT SEC filings: frequently asked questions
Are OUT insiders buying or selling?
In the last 90 days, OUTFRONT Media Inc. (OUT) officers, directors and 10% owners reported no open-market purchases and 3 open-market sales worth $1.1 million by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold OUT stock?
As of December 31, 2024, the largest OUTFRONT Media Inc. (OUT) holders among the 13F filers tracked by SignalX were Vanguard Group Inc ($384.1 million), FMR LLC (Fidelity) ($276.8 million), Invesco Ltd ($129.2 million), State Street Corp ($104.9 million), COHEN & STEERS, INC. ($93.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was OUT's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), OUTFRONT Media Inc. (OUT) reported revenue of $1.8 billion (up 0.0% from FY2024) and net income of $147.0 million. Diluted EPS was $0.82. The figures come from the XBRL data in the 10-K.
What are the main risks in OUT's latest 10-K?
In the 10-K filed February 26, 2026, OUTFRONT Media Inc. (OUT) flagged: Legal risk under Maryland General Corporation Law allowing interested director transactions if approved by majority of disinterested directors or shareholders. No disclosed geopolitical or macroeconomic threat impacting operations or revenue. (AI summary of the Risk Factors section.)
What did OUT report in its latest 8-K?
OUTFRONT Media Inc. (OUT) filed an 8-K on August 5, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 8.01 (Other Events). Q2 2026 results for quarter ended June 30, 2026, announced August 5, 2026.
What are the latest OUT SEC filings?
OUTFRONT Media Inc. (OUT) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 5, 2026 and a Form 4 insider filing on October 2, 2026.
What is OUT's SEC CIK number?
OUTFRONT Media Inc. (OUT)'s SEC Central Index Key (CIK) is 1579877. EDGAR lists every OUT filing under that number.
Ask anything about OUT
The research agent reads OUT's filings, financials, insider trades and 13F holders, then answers with sources.