Quad/Graphics announces Q3 adjusted EPS of 31 cents, up from 26 cents last year
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 28 2025
0mins
Should l Buy QUAD?
Q3 Revenue Decline: Quad reported a Q3 revenue of $588 million, down from $675 million in the previous year.
Strategic Focus on Marketing: CEO Joel Quadracci emphasized the company's commitment to enhancing its competitive edge in omnichannel marketing through investments in AI tools, data intelligence, and retail media networks.
Innovation and Client Outcomes: The company's innovations aim to improve client outcomes and establish differentiated strengths in the marketplace.
Long-term Growth and Efficiency: Quad is focused on driving long-term diversified growth, improving operational efficiencies, and delivering sustained value to shareholders.
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Analyst Views on QUAD
Wall Street analysts forecast QUAD stock price to rise
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 6.520
Low
8.20
Averages
9.10
High
10.00
Current: 6.520
Low
8.20
Averages
9.10
High
10.00
About QUAD
Quad/Graphics, Inc. is a marketing experience (MX) company that helps brands make direct consumer connections, from household to in-store to online. The Company operates through its MX Solutions Suite, a comprehensive range of marketing and print services that integrates creative, production and media solutions across online and offline channels. Its segments include the United States Print and Related Services and International. The United States Print and Related Services segment is predominantly comprised of the Company’s United States printing operations, managed as one integrated platform, and marketing and other complementary services. The International segment consists of the Company’s printing operations in Latin America. It serves both businesses and consumers in multiple industry verticals, with a particular focus on commerce, including retail, consumer packaged goods, and direct-to-consumer, financial services, and health.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Miller Value Partners Fully Exits Buckle Stake
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- Financial Performance: As of February 13, 2026, Buckle's stock was priced at $53.45, with a one-year return of about 36.8%, outperforming the S&P 500, yet overall growth remains sluggish, raising concerns about its future profitability.
- Investment Strategy: The exit by Miller suggests that despite Buckle's P/E ratio of 13 not indicating overvaluation, its low single-digit net income growth and a projected 0.15% growth in fiscal 2027 may prompt investors to seek higher-return alternatives.
- Market Positioning: Buckle targets young consumers with casual apparel and accessories, operating over 400 retail locations and a robust e-commerce platform, but faces challenges of slowing growth that could impact its future investment appeal.
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Miller Value Partners Fully Exits Buckle Position
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- Impact on Asset Management: This transaction reduced Buckle's representation in the fund's assets from 1.55% to zero, indicating a potential loss of confidence in the retailer and possibly affecting future investment strategies.
- Market Performance Analysis: Despite Buckle's stock rising 37% since its 1992 IPO, this pales in comparison to a 132% total return over the same period, highlighting challenges the company faces in the competitive apparel retail market.
- Future Investment Recommendations: Analysts advise caution for investors considering Buckle, as the company is projected to see only a 0.15% net income growth in fiscal 2027 and has not made it onto Motley Fool's list of top stocks, suggesting potentially better investment opportunities elsewhere.
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- Asset Allocation Increase: This transaction accounts for 3.92% of Miller Value Partners' reportable assets, indicating a strategic diversification within its investment portfolio.
- Strong Stock Performance: Dauch's shares have risen 52.6% over the past year, outperforming the S&P 500 by 40.84 percentage points, demonstrating its competitive edge and investment appeal in the market.
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- Executive Participation: Quad/Graphics President and COO Dave Honan, along with CFO Tony Staniak, will participate in the 38th Annual ROTH Conference from March 22-24, 2026, in Dana Point, California, showcasing the company's expertise in marketing solutions.
- Investor Engagement Opportunities: During the conference, Quad's management is scheduled to host one-on-one and small group meetings with investors, aimed at strengthening relationships and providing updates on the company's latest developments, thereby enhancing investor confidence.
- Marketing Solutions Suite: Quad offers a comprehensive range of marketing and print services through its MX Solutions Suite, helping brands achieve direct consumer connections across multiple channels, which drives value on client investments.
- Global Business Scale: Employing approximately 10,000 people across 10 countries and serving around 2,100 clients, Quad focuses on various industries including retail, consumer packaged goods, and financial services, highlighting its significant market presence and influence.
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Quad/Graphics Q4 2025 Earnings Call Insights
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- Dividend Increase: The company announced a 33% increase in its quarterly dividend to $0.10 per share, annualizing to $0.40, reflecting a strong commitment to long-term shareholder value and showcasing effective cash flow management and financial stability.
- Strategic Investments and Innovation: Management highlighted ongoing investments in AI-driven automation, projecting adjusted EBITDA for 2026 to remain between $175 million and $215 million, demonstrating the company's strategic focus on enhancing productivity and client marketing efficiency.
- Leadership Changes: Dave Honan was promoted to President and COO, while Julie Currie was appointed as Chief Revenue Officer, aiming to strengthen market competitiveness and execution by integrating marketing and sales functions under unified leadership.
See More
High Dividend Stocks Favored Amid Market Turbulence
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- Sector Analysis: Analysts have rated three high-yielding stocks in the industrials sector, namely Insperity Inc (NYSE:NSP), Karat Packaging Inc (NASDAQ:KRT), and Quad/Graphics Inc (NYSE:QUAD), indicating market confidence in these companies.
- Dividend Appeal: High dividend stocks serve as a safe haven for investors seeking stable returns amid market uncertainty, potentially attracting more investors looking for reliable income streams.
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Miller Value Partners Fully Exits Buckle Stake
- Stake Change: Miller Value Partners sold all 72,000 shares of Buckle in Q4 2025, totaling approximately $4.22 million, indicating a cautious stance on the retailer's future growth potential.
- Financial Performance: As of February 13, 2026, Buckle's stock was priced at $53.45, with a one-year return of about 36.8%, outperforming the S&P 500, yet overall growth remains sluggish, raising concerns about its future profitability.
- Investment Strategy: The exit by Miller suggests that despite Buckle's P/E ratio of 13 not indicating overvaluation, its low single-digit net income growth and a projected 0.15% growth in fiscal 2027 may prompt investors to seek higher-return alternatives.
- Market Positioning: Buckle targets young consumers with casual apparel and accessories, operating over 400 retail locations and a robust e-commerce platform, but faces challenges of slowing growth that could impact its future investment appeal.
See More
Miller Value Partners Fully Exits Buckle Position
- Complete Position Exit: Miller Value Partners fully exited its position in Buckle during Q4 2025 by selling 72,000 shares for an estimated total of $4.22 million, resulting in a 1.49% decrease in the fund's reportable assets under management.
- Impact on Asset Management: This transaction reduced Buckle's representation in the fund's assets from 1.55% to zero, indicating a potential loss of confidence in the retailer and possibly affecting future investment strategies.
- Market Performance Analysis: Despite Buckle's stock rising 37% since its 1992 IPO, this pales in comparison to a 132% total return over the same period, highlighting challenges the company faces in the competitive apparel retail market.
- Future Investment Recommendations: Analysts advise caution for investors considering Buckle, as the company is projected to see only a 0.15% net income growth in fiscal 2027 and has not made it onto Motley Fool's list of top stocks, suggesting potentially better investment opportunities elsewhere.
See More
Miller Value Partners Acquires Stake in Dauch Corporation
- New Investment Position: Miller Value Partners initiated a new position in Dauch Corporation by acquiring 1,734,780 shares during Q4 2025, with an estimated transaction value of $11.12 million, reflecting confidence in the automotive supplier's growth potential.
- Asset Allocation Increase: This transaction accounts for 3.92% of Miller Value Partners' reportable assets, indicating a strategic diversification within its investment portfolio.
- Strong Stock Performance: Dauch's shares have risen 52.6% over the past year, outperforming the S&P 500 by 40.84 percentage points, demonstrating its competitive edge and investment appeal in the market.
- Future Growth Expectations: Dauch anticipates nearly doubling its revenue in fiscal 2026 to a range of $10.3 billion to $10.7 billion, with adjusted EBITDA targeted at $1.3 billion to $1.4 billion, showcasing robust growth prospects and market confidence.
See More
Quad/Graphics to Meet Investors at ROTH Conference
- Executive Participation: Quad/Graphics President and COO Dave Honan, along with CFO Tony Staniak, will participate in the 38th Annual ROTH Conference from March 22-24, 2026, in Dana Point, California, showcasing the company's expertise in marketing solutions.
- Investor Engagement Opportunities: During the conference, Quad's management is scheduled to host one-on-one and small group meetings with investors, aimed at strengthening relationships and providing updates on the company's latest developments, thereby enhancing investor confidence.
- Marketing Solutions Suite: Quad offers a comprehensive range of marketing and print services through its MX Solutions Suite, helping brands achieve direct consumer connections across multiple channels, which drives value on client investments.
- Global Business Scale: Employing approximately 10,000 people across 10 countries and serving around 2,100 clients, Quad focuses on various industries including retail, consumer packaged goods, and financial services, highlighting its significant market presence and influence.
See More
Quad/Graphics Q4 2025 Earnings Call Insights
- Financial Performance Overview: In Q4 2025, Quad/Graphics reported net sales of $631 million, a 5.7% decline year-over-year, yet achieved full-year net sales of $2.4 billion with adjusted EBITDA of $196 million, indicating the company's resilience in maintaining stable cash flow and profitability amidst challenges.
- Dividend Increase: The company announced a 33% increase in its quarterly dividend to $0.10 per share, annualizing to $0.40, reflecting a strong commitment to long-term shareholder value and showcasing effective cash flow management and financial stability.
- Strategic Investments and Innovation: Management highlighted ongoing investments in AI-driven automation, projecting adjusted EBITDA for 2026 to remain between $175 million and $215 million, demonstrating the company's strategic focus on enhancing productivity and client marketing efficiency.
- Leadership Changes: Dave Honan was promoted to President and COO, while Julie Currie was appointed as Chief Revenue Officer, aiming to strengthen market competitiveness and execution by integrating marketing and sales functions under unified leadership.
See More
High Dividend Stocks Favored Amid Market Turbulence
- Investor Preference: During turbulent and uncertain market conditions, many investors gravitate towards high dividend-yielding stocks, which typically possess high free cash flows and reward shareholders with substantial dividend payouts.
- Sector Analysis: Analysts have rated three high-yielding stocks in the industrials sector, namely Insperity Inc (NYSE:NSP), Karat Packaging Inc (NASDAQ:KRT), and Quad/Graphics Inc (NYSE:QUAD), indicating market confidence in these companies.
- Dividend Appeal: High dividend stocks serve as a safe haven for investors seeking stable returns amid market uncertainty, potentially attracting more investors looking for reliable income streams.
- Market Trends: As market volatility increases, the rising interest in high dividend stocks reflects a growing demand for safe assets, which may influence future investment strategies and capital flows.
See More
