Quad Graphics Inc (QUAD) Stock Falls on Q4 2025 Earnings

Quad Graphics Inc (QUAD) reported Q4 2025 results with total revenue of $630.6 million, down 11.0% year-over-year and below the consensus revenue estimate of $651 million.

Total revenues: $630.6 million (−11.0% year‑over‑year).

Gross profit: $136.2 million (−14.3% year‑over‑year).

Operating profit: $37.3 million (+89.3% year‑over‑year), showing a large margin improvement versus the prior year.

Net income attributable to common shareholders: $11.1 million (+136.2% year‑over‑year).

Diluted earnings per share: $0.22 (up 100.0% year‑over‑year) versus an EPS estimate of $0.37.

Key cash‑flow and balance‑sheet items:

Cash from operating activities: $145.9 million (−8.1% year‑over‑year).

Purchases of property, plant and equipment: $8.7 million (down 24.4% year‑over‑year).

Cash and cash equivalents: $6.2 million (−78.8% year‑over‑year).

Total liabilities: $1.17 billion (−6.2% year‑over‑year).

Market reaction: the stock moved roughly −8.6% since market close following the release, reflecting the revenue and EPS shortfall versus expectations.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Quad Graphics Inc Hedge Fund Activity

We have seen 59 institutional investors add shares of Quad Graphics Inc stock to their portfolio, and 72 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

SEGALL BRYANT & HAMILL, LLC added 153,172 shares (+49.5%) to their portfolio in Q4 2025, for an estimated $960,388
D. E. SHAW & CO., INC. added 150,393 shares (+52.7%) to their portfolio in Q3 2025, for an estimated $941,460
AXA S.A. removed 120,500 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $754,330
MARSHALL WACE, LLP removed 116,506 shares (-27.9%) from their portfolio in Q4 2025, for an estimated $730,492
MILLER VALUE PARTNERS, LLC added 114,415 shares (+4.4%) to their portfolio in Q4 2025, for an estimated $717,382
BANK OF NEW YORK MELLON CORP added 109,700 shares (+39.9%) to their portfolio in Q4 2025, for an estimated $687,819
HILLSDALE INVESTMENT MANAGEMENT INC. added 100,197 shares (+192.3%) to their portfolio in Q4 2025, for an estimated $628,235

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Quad Graphics Inc Analyst Ratings

Wall Street analysts have issued reports on $QUAD in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Barrington Research issued a "Outperform" rating on 10/31/2025

To track analyst ratings and price targets for Quad Graphics Inc, check out Quiver Quantitative's $QUAD forecast page.

Quad Graphics Inc Price Targets

Multiple analysts have issued price targets for $QUAD recently. We have seen 2 analysts offer price targets for $QUAD in the last 6 months, with a median target of $9.1.

Here are some recent targets:

Kevin Steinke from Barrington Research set a target price of $10.0 on 10/31/2025
Barton Crockett from Rosenblatt set a target price of $8.2 on 10/30/2025