MediaAlphaMAX
About: MediaAlpha Inc provides a platform that facilitates insurance carriers and distributors target and acquire customers. The company's technology platform brings insurance carriers and consumers together through a real-time, transparent, and results-driven ecosystem. It acts as a customer acquisition channel in the areas of property & casualty insurance, health insurance, and life insurance. It operates in the United States and generates revenue by earning a fee for each consumer referral sold on its platform.
Employees: 144
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
196% more call options, than puts
Call options by funds: $3.32M | Put options by funds: $1.12M
36% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 44
0% more funds holding in top 10
Funds holding in top 10: 2 [Q4 2024] → 2 (+0) [Q1 2025]
1.97% less ownership
Funds ownership: 87.09% [Q4 2024] → 85.11% (-1.97%) [Q1 2025]
11% less funds holding
Funds holding: 160 [Q4 2024] → 143 (-17) [Q1 2025]
19% less capital invested
Capital invested by funds: $542M [Q4 2024] → $436M (-$105M) [Q1 2025]
41% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 34
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
RBC Capital Ben Hendrix | 65%upside $18 | Outperform Maintained | 7 May 2025 |
JP Morgan Cory Carpenter | 10%upside $12 | Overweight Maintained | 1 May 2025 |
Keefe, Bruyette & Woods Tommy McJoynt | 47%upside $16 | Outperform Maintained | 22 Apr 2025 |
Goldman Sachs Eric Sheridan | 15%upside $12.50 | Buy Maintained | 14 Apr 2025 |
BMO Capital Michael Zaremski | 111%upside $23 | Outperform Maintained | 3 Apr 2025 |
Financial journalist opinion









