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New Industry Leading offering helps advertisers avoid low-quality AI-generated content and safeguard brand reputation across social and video platforms April 16, 2026 09:00 ET  | Source: DoubleVerify Inc.

NEW YORK, April 16, 2026 (GLOBE NEWSWIRE) -- DoubleVerify (“DV”) (NYSE: DV), the leading software platform to verify media quality, optimize ad performance and prove campaign outcomes, today announced the expansion of DV AI Verification™ to include DV’s AI SlopStopper™ for social. The new industry-leading offering is designed to help advertisers navigate the growing challenges posed by low-quality, AI-generated content and safeguard brand reputation across social and video-centric environments.

“Generative AI is accelerating content creation at a massive scale across the open web and proprietary video platforms,” said Mark Zagorski, CEO of DoubleVerify. “To navigate this new world, brands need greater clarity, precision and control than ever before. With the expansion of DV AI Verification to include DV’s AI SlopStopper for Social, we are empowering advertisers to ensure their brand investment is protected wherever they spend while driving stronger media outcomes.”

As generative AI fuels an explosion of content online, distinguishing credible, high-quality media from mass-produced, low-value AI output has become increasingly complex, making precision and transparency essential to protecting brand equity and maximizing media effectiveness.

This release enhances the precision of DV’s proprietary detection technology, which blends sophisticated AI-driven analysis with human oversight to identify and categorize low-quality material at scale. By integrating these insights directly into DV’s existing pre-bid brand suitability controls across social and proprietary video platforms, advertisers can proactively refine where their ads appear, uphold rigorous media quality standards and sustain performance across dynamic social environments.

In November 2025, DV introduced DV AI Verification, a comprehensive offering designed to help advertisers identify AI agent interactions and avoid low-quality AI-generated content across digital environments. DV’s AI SlopStopper is a core capability within DV AI Verification™.

DV AI Verification is a key component of DV’s Media AdVantage Platform, which combines AI-powered media verification, ad optimization and campaign outcomes measurement to maximize media performance and return on ad spend.

DV’s AI SlopStopper pre-screen avoidance is currently available on YouTube. DV’s suitability categories are based on proprietary definitions and have not been reviewed by Google. Support for additional social and video-centric platforms is expected later this year.

About DoubleVerify

DoubleVerify (“DV”) (NYSE: DV) is the industry’s leading media effectiveness platform that leverages AI to drive superior outcomes for global brands. By powering media efficiency and performance, DV strengthens the online advertising ecosystem, preserving the fair value exchange between buyers and sellers of digital media. Learn more at www.doubleverify.com

Chris Harihar
Mod Op
646-535-9475
[email protected]

On April 24, 2026, DoubleVerify Holdings Inc (DV) shares rose 4.4% to a current price of $10.89. This move comes amid a 52-week range that has seen a high of $1

April 29, 2026 16:10 ET  | Source: DoubleVerify Inc.

NEW YORK, April 29, 2026 (GLOBE NEWSWIRE) -- DoubleVerify (“DV”) (NYSE: DV), a leading software platform for digital media measurement, data and analytics, today announced that Mark Zagorski, CEO, and/or Nicola Allais, CFO, will present at the following investor conferences:

21st Annual Needham Technology, Media, & Consumer Conference
Tuesday, May 12, 2026 (fireside chat at 12:45 p.m. ET)

J.P. Morgan 2026 Global Technology, Media and Communications Conference
Monday, May 18, 2026 (fireside chat at 11:05 a.m. ET)

Baird 2026 Global Consumer, Technology & Services Conference
Tuesday, June 2, 2026 (fireside chat at 4:20 p.m. ET)

Bank of America 2026 Global Technology Conference
Thursday, June 4, 2026 (fireside chat at 11:20 a.m. PT / 2:20 p.m. ET)

The fireside chats will be available via live webcast and archived replay on the News & Events section of DoubleVerify’s investor relations website at https://ir.doubleverify.com/.

In addition, management will host in person one-on-one and small group meetings with institutional investors during the day.

About DoubleVerify

DoubleVerify (“DV”) (NYSE: DV) is the industry’s leading media effectiveness platform that leverages AI to drive superior outcomes for global brands. By creating more effective, transparent ad transactions, we make the digital advertising ecosystem stronger, safer and more secure, thereby preserving the fair value exchange between buyers and sellers of digital media. Learn more at www.doubleverify.com.

Investor Relations
Brinlea Johnson
The Blueshirt group
[email protected]

Media
Chris Harihar
Crenshaw Communications
646-535-9475
[email protected]

Increased Revenue by 10% Year-over-Year to $180.8 Million, Driven by Social and CTV

Achieved Net Income of $6.4 Million and Adjusted EBITDA of $55.2 Million, representing a 31% Adjusted EBITDA margin

Repurchased 9.8 Million shares for $100.2 Million Year to Date

NEW YORK, May 06, 2026 (GLOBE NEWSWIRE) -- DoubleVerify (“DV”) (NYSE: DV), the leading software platform for digital media measurement, data and analytics, today announced financial results for the first quarter ended March 31, 2026.

“We continued our solid execution in the first quarter - reporting 10% year-over-year growth in revenue, while delivering strong 31% adjusted EBITDA margins,” said Mark Zagorski, CEO of DoubleVerify. “Our momentum is driven by our product-led growth cycle, marked by momentum in Social and continued acceleration in CTV Measurement. Our priorities remain clear: driving consistent durable growth, translating new product launches into scaled revenue contribution and differentiation and leveraging AI to deliver EBITDA margin expansion. DV continues to build competitive leadership through AI-fueled product innovation, with product launches focused on expanding Social activation, enhancing CTV transparency and quality, and empowering agentic advertising as future growth catalysts. Additionally, signaling our confidence in the business, we have executed $100 million of our share buyback since the beginning of the year, underscoring our disciplined capital allocation strategy and focus on driving shareholder value.”

First Quarter 2026 Financial Highlights:
(All comparisons are to the first quarter of 2025)

Total revenue of $180.8 million, an increase of 10%.Activation revenue of $100.5 million, an increase of 6%.Measurement revenue of $61.8 million, an increase of 16%. Social measurement revenue increased by 23%.International measurement revenue increased by 18%.Media Transactions Measured (“MTM”) for CTV increased by 28%. Supply-side revenue of $18.5 million, an increase of 12%.Net income of $6.4 million and adjusted EBITDA of $55.2 million, which represented a 31% adjusted EBITDA margin.Cash balance of approximately $174 million, with no debt outstanding. Share Repurchase Program:

Repurchased 9.8 million shares for $100.2 million year to date.As of May 6, 2026, $200.0 million remain authorized for share repurchases. Recent Business Highlights:

AI, CTV & Social Media Innovations

Announced a partnership with Spectrum Reach to enhance transparency and performance across streaming TV campaigns. As part of the collaboration, Spectrum Reach has become the first partner to join DV’s Certified Transparent Streaming program, reinforcing its commitment to secure, program-level transparency across streaming TV ad inventory.
Expanded brand suitability coverage across Snapchat's Discover Feed format, enabling our advertisers to have complete coverage across Snap DiscoverTiles placements.
Achieved Media Rating Council (MRC) accreditation for TikTok Video Viewability, becoming the first measurement vendor to receive the accreditation.
Launched DV AI Slop Stopper for social video, extending our market leading capability to enable advertisers to avoid low quality, AI generated content, initially on YouTube.
Joined the Ad Context Protocol (AdCP), a coalition of ad tech companies established by Agentic Advertising Organization (AAO) to define standards for ad buying and selling by AI agents.
Launched DV Content Lens on social platforms, enabling advertisers to get a dynamic, granular snapshot of the specific suitability violations to power better media decisioning. New Customers Expansions and Integrations

Drove global market share growth through product upsells, international expansion, and new enterprise logo wins, including FOX, Scotts Miracle Gro, and The Excellence Collection.
Drove supply-side expansion via new partnerships with Wirtualna Polska Media and Bell Media.
Expanded Viewability measurement partnership on PubMatic’s direct-to-supply activation platform, "Activate". “We reported a solid first quarter and remained focused on driving scalable, profitable growth,” said Nicola Allais, CFO of DoubleVerify. “For the first quarter, we reported revenue growth of 10% year-over-year and adjusted EBITDA margins of 31%, exceeding expectations through operational efficiencies. To date this year, we have repurchased $100 million of shares through our buyback program, and ended the quarter with approximately $174 million in cash. We continue to execute a disciplined capital allocation strategy, with a strong balance sheet, no debt, and significant financial flexibility to invest in strategic opportunities while returning capital to shareholders.”

Second Quarter and Full-Year 2026 Guidance:

DoubleVerify anticipates Revenue and Adjusted EBITDA to be in the following ranges:

Second Quarter 2026:

Revenue in the range of $199 and $205 million, representing a year-over-year increase of approximately 7% at the midpoint.Adjusted EBITDA in the range of $63 and $67 million, representing a margin of approximately 32% at the midpoint. Reiterates Full Year 2026:

Revenue in the range of $810 million and $826 million, representing a year-over-year increase of 8% to 10%.Adjusted EBITDA margin of approximately 34%. With respect to the Company’s expectations under "Second Quarter and Full Year 2026 Guidance" above, the Company has not reconciled the non-GAAP measure Adjusted EBITDA to the GAAP measure net income in this press release because the Company does not provide guidance for depreciation and amortization expense, acquisition-related costs, interest income, and income taxes on a consistent basis as the Company is unable to quantify these amounts without unreasonable efforts, which would be required to include a reconciliation of Adjusted EBITDA to GAAP net income. In addition, the Company believes such a reconciliation would imply a degree of precision that could be confusing or misleading to investors.

Conference Call, Webcast, and Other Information

DoubleVerify will host a conference call and live webcast to discuss its first quarter 2026 financial results at 4:30 p.m. Eastern Time today, May 6, 2026. To access the conference call, dial (800) 715-9871 for the U.S. or Canada, or +1 (646) 307-1963 for international callers. The conference ID: 5064608. The webcast will be available live on the Investors section of the Company’s website at https://ir.doubleverify.com/. An archived webcast will be available approximately two hours after the conclusion of the live event.

In addition, DoubleVerify plans to post certain additional historical quarterly financial information on the investor relations portion of its website for easy access to investors.

Key Business Terms

Activation revenue is generated from the evaluation, verification, and measurement of advertising impressions purchased through programmatic demand-side and social media platforms.

Measurement revenue is generated from the verification and measurement of advertising impressions that are directly purchased on digital media properties, including publishers, CTV and social media platforms.

Supply-Side revenue is generated from platforms and publisher partners who use DoubleVerify’s data analytics to evaluate, verify and measure their advertising inventory.

Gross Revenue Retention Rate is the total prior period revenue earned from advertiser customers, less the portion of prior period revenue attributable to lost advertiser customers, divided by the total prior period revenue from advertiser customers.

Net Revenue Retention Rate is the total current period revenue earned from advertiser customers, which were also customers during the entire most recent twelve-month period, divided by the total prior year period revenue earned from the same advertiser customers, excluding a portion of our revenues that cannot be allocated to specific advertiser customers.

Media Transactions Measured (MTM) is the volume of media transactions that DoubleVerify’s software platform measures.

Measured Transaction Fee (MTF) is the fixed fee DoubleVerify charges per thousand Media Transactions Measured.

International Revenue Growth Rates are inclusive of foreign currency fluctuations.

 DoubleVerify Holdings, Inc.CONDENSED CONSOLIDATED BALANCE SHEETS (UNAUDITED)            As of    As of(in thousands, except per share data) March 31, 2026 December 31, 2025Assets:        Current assets        Cash and cash equivalents $173,802  $259,038 Trade receivables, net of allowances for doubtful accounts of $8,790 and $8,096 as of March 31, 2026 and December 31, 2025, respectively  222,559   221,158 Prepaid expenses and other current assets  55,047   39,132 Total current assets  451,408   519,328 Property, plant and equipment, net  106,163   103,284 Operating lease right-of-use assets, net  64,916   66,908 Goodwill  512,503   516,002 Intangible assets, net  94,521   101,616 Deferred tax assets  28,955   30,920 Other non-current assets  15,941   16,024 Total assets $1,274,407  $1,354,082 Liabilities and Stockholders' Equity:      Current liabilities      Trade payables $12,459  $14,662 Accrued expenses  49,521   73,552 Operating lease liabilities, current  8,322   9,057 Income tax liabilities  2,594   3,829 Current portion of finance lease obligations  6,555   6,982 Other current liabilities  15,167   13,481 Total current liabilities  94,618   121,563 Operating lease liabilities, non-current  76,236   77,917 Finance lease obligations  4,426   5,595 Deferred tax liabilities  10,856   11,467 Other non-current liabilities  7,004   6,208 Total liabilities  193,140   222,750 Commitments and contingencies (Note 15)      Stockholders’ equity      Common stock, $0.001 par value, 1,000,000 shares authorized, 176,689 shares issued and 155,929 outstanding as of March 31, 2026; 1,000,000 shares authorized, 176,546 shares issued and 161,900 outstanding as of December 31, 2025  177   177 Additional paid-in capital  1,065,355   1,059,938 Treasury stock, at cost, 20,760 shares and 14,646 shares as of March 31, 2026 and December 31, 2025, respectively  (304,943)  (247,982)Retained earnings  312,274   305,864 Accumulated other comprehensive income, net of income taxes  8,404   13,335 Total stockholders’ equity  1,081,267   1,131,332 Total liabilities and stockholders' equity $1,274,407  $1,354,082  DoubleVerify Holdings, Inc.CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS AND COMPREHENSIVE INCOME (UNAUDITED)
         Three Months Ended March 31, (in thousands, except per share data)    2026
    2025
Revenue $180,825  $165,061 Cost of revenue (exclusive of depreciation and amortization shown separately below)  33,159   30,966 Product development  45,381   44,717 Sales, marketing and customer support  45,595   43,701 General and administrative  25,715   26,527 Depreciation and amortization  15,339   12,387 Income from operations  15,636   6,763 Interest expense  413   420 Other expense (income), net  993   (3,179)Income before income taxes  14,230   9,522 Income tax expense  7,820   7,161 Net income $6,410  $2,361 Earnings per share:      Basic $0.04  $0.01 Diluted $0.04  $0.01 Weighted-average common stock outstanding:      Basic  160,772   165,117 Diluted  164,108   168,941 Comprehensive income:      Net income $6,410  $2,361 Other comprehensive (loss) income:      Foreign currency cumulative translation adjustment  (4,931)  7,493 Total comprehensive income $1,479  $9,854  DoubleVerify Holdings, Inc.CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS’ EQUITY (UNAUDITED)                                         Accumulated Other               Additional    Comprehensive Total  Common Stock Treasury Stock Paid-in Retained Income (Loss) Stockholders’(in thousands)  Shares  Amount  Shares  Amount  Capital  Earnings  Net of Income Taxes  EquityBalance as of January 1, 2026 176,546 $177 14,646  $(247,982) $1,059,938  $305,864 $13,335  $1,131,332 Foreign currency translation adjustment —  — —   —   —   —  (4,931)  (4,931)Shares repurchased for settlement of employee tax withholdings —  — 142   (1,437)  —   —  —   (1,437)Stock-based compensation expense —  — —   —   25,613   —  —   25,613 Common stock issued upon exercise of stock options —  — —   —   43   —  —   43 Common stock issued upon vesting of restricted stock units 90  — —   —   —   —  —   — Common stock issued upon vesting of performance stock units 53  — —   —   —   —  —   — Shares repurchased under authorized repurchase programs —  — 7,270   (75,145)  —   —  —   (75,145)Excise tax on shares repurchased —  — —   (618)  —   —  —   (618)Treasury stock reissued upon settlement of equity awards —  — (1,298)  20,239   (20,239)  —  —   — Net income —  — —   —   —   6,410  —   6,410 Balance as of March 31, 2026 176,689 $177 20,760  $(304,943) $1,065,355  $312,274 $8,404  $1,081,267                        Balance as of January 1, 2025 174,003 $174 6,934  $(131,620) $974,383  $255,214 $(14,692) $1,083,459 Foreign currency translation adjustment —  — —   —   —   —  7,493   7,493 Shares repurchased for settlement of employee tax withholdings —  — 210   (3,210)  —   —  —   (3,210)Stock-based compensation expense —  — —   —   25,080   —  —   25,080 Common stock issued upon exercise of stock options 58  — —   —   222   —  —   222 Common stock issued upon vesting of restricted stock units 641  1 —   —   (1)  —  —   — Common stock issued upon vesting of performance stock units 71  — —   —   —   —  —   — Shares repurchased under authorized repurchase programs —  — 5,169   (82,240)  —   —  —   (82,240)Excise tax on shares repurchased —  — —   (64)  (668)  —  —   (732)Treasury stock reissued upon settlement of equity awards —  — (18)  350   (350)  —  —   — Net income —  — —   —   —   2,361  —   2,361 Balance as of March 31, 2025 174,773 $175 12,295  $(216,784) $998,666  $257,575 $(7,199) $1,032,433  DoubleVerify Holdings, Inc.CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS (UNAUDITED)         Three Months Ended   March 31, (in thousands)    2026
    2025
Operating activities:        Net income $6,410  $2,361 Adjustments to reconcile net income to net cash provided by operating activities      Bad debt expense  1,448   983 Depreciation and amortization expense  15,339   12,387 Amortization of debt issuance costs  109   109 Non-cash lease expense  2,074   1,874 Deferred taxes  1,501   (3,367)Stock-based compensation expense  24,249   24,342 Interest expense, net  273   299 Loss on disposal of fixed assets  —   89 Other  916   (704)Changes in operating assets and liabilities, net of effects of business combinations      Trade receivables  (3,698)  14,766 Prepaid expenses and other assets  (16,311)  (10,530)Trade payables  (2,060)  337 Accrued expenses and other liabilities  (26,079)  (5,283)Net cash provided by operating activities  4,171   37,663 Investing activities:      Purchase of property, plant and equipment  (10,543)  (6,286)Acquisition of businesses, net of cash acquired  —   (82,578)Other investing activities  —   (1,000)Net cash used in investing activities  (10,543)  (89,864)Financing activities:      Proceeds from common stock issued upon exercise of stock options  43   222 Finance lease payments  (1,597)  (525)Shares repurchased under authorized repurchase programs  (75,145)  (82,240)Shares repurchased for settlement of employee tax withholdings  (1,437)  (3,210)Net cash used in financing activities  (78,136)  (85,753)Effect of exchange rate changes on cash and cash equivalents and restricted cash  (746)  1,526 Net decrease in cash, cash equivalents, and restricted cash  (85,254)  (136,428)Cash, cash equivalents, and restricted cash - Beginning of period  260,034   293,741 Cash, cash equivalents, and restricted cash - End of period $174,780  $157,313        Cash and cash equivalents $173,802  $156,360 Restricted cash - current (included in Prepaid expenses and other current assets on the Condensed Consolidated Balance Sheets)  —   34 Restricted cash - non-current (included in Other non-current assets on the Condensed Consolidated Balance Sheets)  978   919 Total cash and cash equivalents and restricted cash $174,780  $157,313 Supplemental cash flow information:      Cash paid for interest $300  $41 Non-cash investing and financing activities:      Right-of-use assets obtained in exchange for new operating lease liabilities, net of impairments and tenant improvement allowances $245  $1,815 Acquisition of equipment under finance lease $—  $13,805 Capital assets financed by accounts payable and accrued expenses $55  $98 Stock-based compensation included in capitalized software development costs $1,364  $744 Accrued excise tax on net share repurchases $618  $732 
Comparison of the Three Months Ended March 31, 2026 and March 31, 2025

Revenue

             Three Months Ended March 31,  Change Change 2026     2025     $     % (In Thousands)         Revenue by customer type:             Activation$100,547 $95,172 $5,375 6 %Measurement 61,803  53,430  8,373 16 Supply-side 18,475  16,459  2,016 12 Total revenue$180,825  $165,061 $15,764 10 %
Non-GAAP Financial Measures

In addition to our results determined in accordance with GAAP, management believes that certain non-GAAP financial measures, including Adjusted EBITDA, Adjusted EBITDA Margin, Non-GAAP Net income, Non-GAAP Earnings Per Share, Free Cash Flow and Free Cash Flow Conversion (collectively "Non-GAAP Financial Measures") are useful in evaluating our business.

We calculate Adjusted EBITDA Margin as Adjusted EBITDA divided by total revenue. We calculate Non-GAAP net income as GAAP net income adjusted to eliminate the impact of stock-based compensation and certain other items that are not related to our core operations, such as amortization of acquired intangibles assets, acquisition-related costs, other non-recurring costs, as well as the income tax effect of these adjustments. Basic non-GAAP earnings per share is calculated by dividing non-GAAP net income by the number of weighted-average common stock outstanding. Diluted Non-GAAP earnings per share adjusts the Basic Non-GAAP earnings per share for the potential dilutive impact of shares of common stock using the treasury stock method. We calculate free cash flow as net cash provided by operating activities determined in accordance with GAAP less purchases of property, plant, and equipment which includes capitalized software development costs. Free cash flow conversion is calculated as free cash flow divided by Adjusted EBITDA for the same period. We use the Non-GAAP Financial Measures as measures of operational efficiency to understand and evaluate our core business operations. We believe that these Non-GAAP Financial Measures are useful to investors for period-to-period comparisons of our core business and for understanding and evaluating trends in our operating results on a consistent basis by either excluding items that we do not believe are indicative of our core operating performance or by measuring cash generated by our operations that is available for various strategic initiatives.

The following tables show the Company’s non-GAAP financial metrics reconciled to the comparable GAAP financial metrics included in this release.

       Three Months Ended March 31,  2026
    2025
 (In Thousands)Net income$6,410  $2,361 Net income margin 4%   1% Depreciation and amortization 15,339   12,387 Stock-based compensation 24,249   24,342 Interest expense 413   420 Income tax expense 7,820   7,161 M&A and restructuring costs (a) —   1,162 Other recoveries (b) (22)  — Other expense (income) (c) 993   (3,179)Adjusted EBITDA$55,202  $44,654 Adjusted EBITDA margin 31%   27%         Three Months Ended March 31,  2026
    2025
 (In Thousands)Net Income$6,410  $2,361 Stock-based compensation 24,249   24,342 Amortization of acquired intangibles 6,555   7,239 M&A and restructuring costs (a) —   1,162 Other recoveries (b) (22)  — Income tax effect of non-GAAP adjustments (d) (9,542)  (10,150)Non-GAAP net income$27,650  $24,954       GAAP earnings per share:     Basic$0.04  $0.01 Diluted$0.04  $0.01       GAAP Weighted-average common stock outstanding:     Basic 160,772   165,117 Diluted 164,108   168,941       Non-GAAP earnings per share:     Basic$0.17  $0.15 Diluted$0.17  $0.15       Non-GAAP Weighted-average common stock outstanding:     Basic 160,772   165,117 Diluted 164,108   168,941  (a)M&A and restructuring costs for the three months ended March 31, 2025 consist of transaction costs related to the acquisition of Rockerbox.(b)Other recoveries for the three months ended March 31, 2026 consist of changes to accrued expenses with respect to litigation and regulatory matters outside of the ordinary course.(c)Other expense (income) for the three months ended March 31, 2026 and March 31, 2025 consist of interest income earned on interest-bearing monetary assets, and the impact of changes in foreign currency exchange rates.(d)We calculate the income tax effect of the adjustments using a non-GAAP effective tax rate to provide consistency across reporting periods. For the non-GAAP reconciliation, effective tax rates for the three months ended March 31, 2026 and 2025 were calculated using assumed blended tax rates of 31%, respectively. These rates represent a blend of the statutory federal tax and state taxes rates associated with the most recent Annual Report on Form 10-K. We will periodically reevaluate this tax rate, as necessary, for significant events such as relevant tax law changes.        Three Months Ended March 31,  2026
    2025
 (In Thousands)Net cash provided by operating activities$4,171  $37,663 Purchase of property, plant and equipment (10,543)  (6,286)Free cash flow$(6,372) $31,377 Free cash flow conversion (12)%   70% 
These Non-GAAP Financial Measures have limitations as analytical tools and should not be considered in isolation or as substitutes for an analysis of our results as reported under GAAP. Some of the limitations of these measures are:

they do not reflect changes in, or cash requirements for, working capital needs;they do not reflect our capital expenditures or future requirements for capital expenditures or contractual commitments;they do not reflect income tax expense or the cash requirements to pay income taxes;they do not reflect interest expense or the cash requirements necessary to service interest or principal debt payments; andalthough depreciation and amortization are non-cash charges related mainly to intangible assets, certain assets being depreciated and amortized will have to be replaced in the future, and they do not reflect any cash requirements for such replacements. In addition, other companies in our industry may calculate these Non-GAAP Financial Measures differently than we do, limiting their usefulness as a comparative measure. You should compensate for these limitations by relying primarily on our GAAP results and using the Non-GAAP Financial Measures only supplementally.

Total stock-based compensation expense recorded in the Consolidated Statements of Operations and Comprehensive Income is as follows:

         Three Months Ended   March 31, (in thousands) 2026 2025Product development $9,410 $9,266Sales, marketing and customer support  7,124  7,629General and administrative  7,715  7,447Total stock-based compensation $24,249 $24,342
Forward-Looking Statements

This press release includes “forward-looking statements”. Forward-looking statements generally can be identified by the use of forward-looking terminology such as “may,” “plan,” “seek,” “will,” “expect,” “intend,” “estimate,” “anticipate,” “believe” or “continue” or the negative thereof or variations thereon or similar terminology. Any statements in this press release regarding future revenues, earnings, margins, financial performance or results of operations (including the guidance provided under “Second Quarter and Full-Year 2026 Guidance”), and any other statements that are not historical facts are forward-looking statements. Forward-looking statements are subject to known and unknown risks and uncertainties, many of which may be beyond our control. We caution you that the forward-looking information presented in this press release is not a guarantee of future events, and that actual events may differ materially from those made in or suggested by the forward-looking information contained in this press release. These risks, uncertainties, assumptions and other factors include, but are not limited to, the competitiveness of our solutions amid technological developments or evolving industry standards, the competitiveness of our market, system failures, security breaches, cyberattacks or natural disasters, economic downturns and unstable market conditions, our ability to collect payments, data privacy legislation and regulation, public criticism of digital advertising technology, our international operations, our use of “open source” software, our limited operating history and the potential for our revenues and results of operations to fluctuate in the future. Moreover, we operate in a very competitive and rapidly changing environment, and new risks may emerge from time to time. It is not possible for us to predict all risks, nor can we assess the impact of all factors on our business or the extent to which any factor, or combination of factors, may cause actual results or outcomes to differ materially from those contained in any forward-looking statements we may make.

Further information on these and additional risks, uncertainties, and other factors that could cause actual outcomes and results to differ materially from those included in or contemplated by the forward-looking statements contained in this press release are included under the caption “Risk Factors” in the Company’s Annual Report on Form 10-K filed with the SEC on February 26, 2026 and other filings and reports we make with the SEC from time to time.

We have based our forward-looking statements on our management’s beliefs and assumptions based on information available to our management at the time the statements are made. Any forward-looking information presented herein is made only as of the date of this press release, and, except as required by law, we do not undertake any obligation to update or revise any forward-looking information to reflect changes in assumptions, the occurrence of unanticipated events, or otherwise.

About DoubleVerify

DoubleVerify (NYSE: DV) is the industry’s leading media effectiveness platform that leverages AI to drive superior outcomes for global brands. By creating more effective, transparent ad transactions, we make the digital advertising ecosystem stronger, safer and more secure, thereby preserving the fair value exchange between buyers and sellers of digital media. Learn more at www.doubleverify.com.

Investor Relations

Brinlea Johnson
The Blueshirt Group
[email protected] 

Media Contact

Chris Harihar
Crenshaw Communications
646-535-9475
[email protected] 

For the quarter ended March 2026, DoubleVerify Holdings (DV - Free Report) reported revenue of $180.83 million, up 9.6% over the same period last year. EPS came in at $0.17, compared to $0.01 in the year-ago quarter.

The reported revenue represents a surprise of +0.74% over the Zacks Consensus Estimate of $179.5 million. With the consensus EPS estimate being $0.18, the EPS surprise was -7.26%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how DoubleVerify performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Revenue by customer type- Measurement: $61.8 million versus $58.03 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +15.7% change.Revenue by customer type- Supply-side: $18.48 million compared to the $18.74 million average estimate based on four analysts. The reported number represents a change of +12.3% year over year.Revenue by customer type- Activation: $100.55 million compared to the $102.26 million average estimate based on four analysts. The reported number represents a change of +5.7% year over year.View all Key Company Metrics for DoubleVerify here>>>

Shares of DoubleVerify have returned +13.7% over the past month versus the Zacks S&P 500 composite's +10.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

CTV fraud risk is being supercharged by AI and rising across markets, according to DoubleVerify’s latest Global Insights report on Streaming TV May 07, 2026 09:00 ET  | Source: DoubleVerify Inc.

NEW YORK, May 07, 2026 (GLOBE NEWSWIRE) -- DoubleVerify (“DV”) (NYSE: DV), the leading software platform to verify media quality, optimize ad performance and prove campaign outcomes, today released its 2026 Global Insights report, Must-CTV: Streaming’s Shift From Promise to Performance. The insights are based on proprietary DV measurement data spanning billions of impressions from DV-protected campaigns and controlled tests where protection controls were not applied. The report also includes surveys of more than 2,000 marketers and 22,000 consumers in over 20 global markets.

A core finding from the research shows how AI is fueling more sophisticated fraud, with connected TV (CTV) schemes accelerating worldwide. DV detected 140% more CTV fraud schemes and variants in Q1 2026 compared with Q1 2025, underscoring how fraudsters are using advanced tools to scale and create more complex operations.

“CTV is attracting premium spend and bad actors right along with it,” said Gilit Saporta, VP, Fraud Lab at DoubleVerify. “Our research shows fraudsters are quick to exploit inefficiencies in the ecosystem, using AI and limited transparency to siphon value from advertisers, with tactics that vary by market. Brands need to get ahead of it by eliminating low-quality impressions and focusing investment on inventory with a real chance to perform.”

Additional findings from DV’s report demonstrate how rapidly fraud is scaling across CTV:

Persistent bot activity: DV uncovered 50+ distinct CTV bot attacks and variants in 2025 alone.Explosive growth in fraudulent apps: DV identified 10x more fraudulent CTV apps in 2025 vs. 2024.Significant financial impact: In unprotected campaigns, even at conservative estimates, fraud can cost advertisers approximately $1.8 million per billion CTV impressions served. With trillions of CTV impressions served each year, these losses add up quickly.
Notably, CTV fraud is not uniform across markets. Bot fraud uses software to imitate real users, while data center fraud comes from centralized servers generating high volumes of non-human traffic. In North America, bot fraud made up 82% of violations, while data center traffic dominated in APAC (98%), EMEA (66%) and LATAM (91%). The regional variation signals that fraudsters are adapting tactics by market, reinforcing the need for tailored approaches.

DV’s research also challenges a common assumption in the market: that buying CTV inventory through direct deals or private marketplaces (PMPs) inherently reduces fraud. DV found bot activity in multiple direct CTV buys from major global advertisers. In one consumer healthcare campaign, 34% of impressions went to bots, compared with 25% in a major CPG campaign—both in direct deals.

“There’s a perception that direct deals in CTV are fraud-free, but that’s not the case as fraud always finds a way,” Saporta added. “It can exist anywhere inventory is bought and sold. Without independent verification and proactive protections, advertisers risk paying premium prices for impressions that deliver no real value.”

DV’s analysis shows a clear divide between protected (with verification controls) and unprotected environments. In DV-protected CTV campaigns, fraud rates were less than 1%, compared with nearly 9% in unprotected campaigns. As fraud grows more sophisticated, effective protection is not optional, but foundational to performance.

Additionally, DV found that fewer than one-quarter (21%) of advertisers measure CTV performance using invalid traffic (IVT) or fraud detection as a KPI. While fraud prevention is not a direct measure of performance, it plays a critical role in enabling it. Fraudulent impressions have no chance to drive outcomes, and exposure to low-quality inventory limits campaign effectiveness. By identifying and avoiding invalid traffic, advertisers can shift investment toward high-quality impressions with real potential to perform—strengthening both media efficiency and overall campaign results.

DV launched DV Authentic Streaming TV™ in January, combining verification and optimization to deliver granular pre-bid discovery, AI-powered activation and unified measurement across streaming TV and CTV. The solution helps brands avoid low-quality impressions, focus spend on high-performing, contextually relevant inventory and drive measurable outcomes.

Must-CTV: Streaming’s Shift From Promise to Performance, the first of DV’s 2026 Global Insights reports, is now available. To receive the report and additional findings as they are published, sign up here: https://doubleverify.com/lp/report/ctv/verify/2026-dv-global-insights-streaming-tv

About DoubleVerify
DoubleVerify (“DV”) (NYSE: DV) is the industry’s leading media effectiveness platform that leverages AI to drive superior outcomes for global brands. By powering media efficiency and performance, DV strengthens the online advertising ecosystem, preserving the fair value exchange between buyers and sellers of digital media. Learn more at www.doubleverify.com.

Chris Harihar
646-535-9475
[email protected]

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New capabilities enable advertisers to avoid unsuitable content before ads are served, giving brands greater control and driving stronger performance on Threads May 18, 2026 09:00 ET  | Source: DoubleVerify Inc.

NEW YORK, May 18, 2026 (GLOBE NEWSWIRE) -- DoubleVerify (“DV”) (NYSE: DV), the leading software platform to verify media quality, optimize ad performance and prove campaign outcomes, today announced the launch of AI-powered pre-screen content controls on Meta Threads feed. The new capabilities enable advertisers to avoid content they deem unsuitable before ads are served, strengthening brand protection while improving campaign performance.

This release builds on DV’s October 2025 expansion of post-bid brand suitability measurement across Meta’s Threads feed. Together, pre-screen protection and post-bid measurement provide advertisers with a comprehensive, end-to-end approach to media quality. DV’s pre-screen controls evaluate content before impressions are transacted, helping advertisers avoid placements that fall below their defined brand suitability thresholds. Post-bid measurement then analyzes delivered impressions, offering transparency into where ads appeared and how they aligned with brand expectations.

“Advertisers expect more control over the environments where their advertising appears,” said Mark Zagorski, CEO of DoubleVerify. “With AI-powered content-level controls on Threads, we’re helping brands better align ads with content that meets their standards while driving stronger performance and measurable outcomes.”

DV’s pre-screen controls automatically identify and avoid content under DV’s Brand Risk Floor and Brand Suitability Tiers. Furthermore, DV is giving advertisers greater flexibility over content alignment on Threads with 30 additional content-level avoidance categories—including Youth Entertainment and Gambling—enabling more granular control beyond core brand risk and suitability settings.

DV’s content-level avoidance controls on Threads feed are refreshed automatically on an hourly basis, requiring no manual intervention and ensuring advertisers are continuously protected as content evolves.

This release is powered by DV Universal Content Intelligence™, the company’s AI-driven classification engine that analyzes video, image, audio and text signals to deliver accurate, scalable content classification across environments. For video, DV reviews content frame by frame, using advanced key frame extraction to remove redundant visual elements. This approach enables faster, more efficient analysis while maintaining the precision and accuracy advertisers rely on.

DV brand suitability is a key component of DV’s Media AdVantage Platform, which combines media verification, ad performance optimization and campaign outcomes measurement to maximize media effectiveness and return on ad spend. As part of media verification, DV’s brand suitability measurement and controls provide advertisers with protection and actionable insights into content alignment, strengthening confidence in campaign performance.

About DoubleVerify
DoubleVerify (“DV”) (NYSE: DV) is the industry’s leading media effectiveness platform that leverages AI to drive superior outcomes for global brands. By powering media efficiency and performance, DV strengthens the online advertising ecosystem, preserving the fair value exchange between buyers and sellers of digital media. Learn more at www.doubleverify.com.

Chris Harihar
646-535-9475
[email protected]

New capabilities bring independent media quality verification to the LinkedIn Audience Network, empowering advertisers to make more informed investment decisions May 21, 2026 09:00 ET  | Source: DoubleVerify Inc.

NEW YORK, May 21, 2026 (GLOBE NEWSWIRE) -- DoubleVerify (“DV”) (NYSE: DV), the leading software platform to verify media quality, optimize advertising performance and prove campaign outcomes, today announced the launch of global post-bid measurement across the LinkedIn Audience Network (LAN).

Advertisers now can measure key media quality signals across LAN inventory, including invalid traffic (IVT), viewability, brand suitability and intended geography. These capabilities provide advertisers with independent, third-party visibility into how and where their ads are delivered across LinkedIn’s extended network of publishers.

“Advertisers are demanding greater clarity into the quality and performance of their media environments,” said Steve Woolway, EVP of Business Development at DoubleVerify. “With this announcement, DV is bringing global media quality measurement to the LinkedIn Audience Network, delivering the independent verification advertisers need to maximize performance and make more informed investment decisions across this important channel.”

DV’s reporting delivers site-level insights across the LinkedIn Audience Network, enabling advertisers to verify media quality and improve media effectiveness with greater confidence. In addition to post-bid measurement, DV offers pre-bid avoidance controls through DV Authentic Brand Suitability on LAN, providing a unified approach to media authentication across the campaign lifecycle.

Pre-bid controls enable brands to proactively analyze inventory and exclude content that does not align with their suitability settings, while post-bid measurement delivers detailed insights into delivery, enabling advertisers to ensure their ads run in environments that meet brand expectations.

The LinkedIn Audience Network helps advertisers reach B2B decision-makers throughout their buying journey across a broad set of premium publishers. Campaigns leveraging LAN deliver 3.9x more monthly impressions and 66% higher conversion rates compared to LinkedIn feed-only campaigns, unlocking more opportunities to drive awareness, consideration and results (LinkedIn Internal Data, August 2025).

“Providing advertisers with greater transparency and confidence is central to how we continue to evolve the LinkedIn Audience Network,” said Lee Womer, VP of Product & Business Development at LinkedIn. “By working with companies like DoubleVerify, we’re enabling advertisers to better understand media quality and performance across LAN, helping them make more informed decisions and drive stronger results.”

This product release is a key component of DV’s Media AdVantage Platform, which combines media verification, ad optimization and campaign outcomes measurement to maximize performance and return on ad spend. As part of its verification capabilities, DV’s post-bid measurement on the LinkedIn Audience Network provides advertisers with independent insight into the quality of their media, enabling them to validate delivery and improve campaign effectiveness.

This announcement builds on DV’s broader integration with LinkedIn. DV recently expanded its capabilities to support measurement across LinkedIn’s CTV Ads, enabling advertisers to measure IVT, viewability, brand suitability and intended geography across streaming formats and devices. DV also offers Authentic Brand Suitability, Custom Contextual and network-wide IVT protection on LAN, as well as IVT and viewability measurement for video ad formats within the LinkedIn Feed.

About DoubleVerify

DoubleVerify (“DV”) (NYSE: DV) is the industry’s leading media effectiveness platform that leverages AI to drive superior outcomes for global brands. By powering media efficiency and performance, DV strengthens the online advertising ecosystem, preserving the fair value exchange between buyers and sellers of digital media. Learn more at www.doubleverify.com.

Chris Harihar
646-535-9475
[email protected]

New offering brings trusted post-bid measurement to audio formats on YouTube June 11, 2026 08:00 ET  | Source: DoubleVerify Inc.

NEW YORK, June 11, 2026 (GLOBE NEWSWIRE) -- DoubleVerify ("DV") (NYSE: DV), the leading software platform to verify media quality, optimize advertising performance and prove campaign outcomes, today announced the launch of AI-powered brand suitability reporting for YouTube Audio Ads campaigns, extending DV’s trusted post-bid measurement capabilities to this listening-first format.

As advertisers increasingly allocate dedicated budgets to audio environments, the need for transparency and control continues to grow. With brand suitability reporting for YouTube Audio Ads campaigns, DV helps customers confidently expand into this media category, applying consistent standards and gaining the visibility needed to drive stronger performance.

“As audio consumption continues to grow, advertisers need the same level of transparency and control they expect across the broader digital ecosystem,” said Steven Woolway, EVP of Business Development at DoubleVerify. “With AI-powered brand suitability measurement, we’re extending the same trusted insights advertisers rely on for video into audio-forward environments, giving our customers the transparency and control needed to protect brand equity while scaling investment with confidence.”

YouTube Audio Ads are designed for listening-first experiences, running as in-stream ads with lightweight creative, typically a static image or simple animation paired with high-quality audio. These ads appear across environments where users are more likely to listen than watch, including YouTube Music, podcast content on YouTube and other audio-forward inventory.

As audio becomes a more intentional part of media plans, it introduces a new layer of complexity for brand suitability. Without proper post-bid measurement, advertisers risk limited visibility into potential misalignment between their brand and the audio content surrounding their ads.

DV’s brand suitability reporting for YouTube Audio Ads is powered by Universal Content Intelligence™, DV’s AI-powered classification engine that analyzes content across audio, video, text and image signals to deliver precise, scalable classification. In audio-forward environments, DV applies advanced AI models to interpret spoken language, sentiment, contextual cues and metadata. This multi-signal approach enables more accurate identification of nuanced content, ensuring brand suitability standards are consistently applied.

DV’s brand suitability offering is a key component of DV’s Media AdVantage Platform, which combines media verification, ad performance optimization and campaign outcomes measurement to maximize media effectiveness and return on ad spend. As part of media verification, DV’s brand suitability measurement provides advertisers with actionable insights into content alignment, strengthening confidence in campaign performance.

DV recently announced the launch of DV AI SlopStopper™ for Social, expanding protection against low-quality, AI-generated content and helping advertisers maximize media quality and campaign performance across social environments.

About DoubleVerify

DoubleVerify ("DV") (NYSE: DV) is the industry’s leading media effectiveness platform that leverages AI to drive superior outcomes for global brands. By powering media efficiency and performance, DV strengthens the online advertising ecosystem, preserving the fair value exchange between buyers and sellers of digital media. Learn more at www.doubleverify.com.

Chris Harihar
646-535-9475
[email protected]

Posted by Defense World Staff on Apr 5th, 2026

SG Americas Securities LLC grew its holdings in shares of Stepan Company (NYSE:SCL – Free Report) by 166.8% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 46,410 shares of the basic materials company’s stock after buying an additional 29,017 shares during the quarter. SG Americas Securities LLC owned 0.21% of Stepan worth $2,198,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of the business. EverSource Wealth Advisors LLC grew its position in Stepan by 206.5% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 521 shares of the basic materials company’s stock valued at $28,000 after acquiring an additional 351 shares during the last quarter. Financial Consulate Inc. bought a new stake in shares of Stepan during the third quarter worth $30,000. Quarry LP bought a new stake in shares of Stepan during the third quarter worth $34,000. Danske Bank A S purchased a new stake in shares of Stepan during the third quarter valued at $43,000. Finally, Raymond James Financial Inc. purchased a new stake in shares of Stepan during the second quarter valued at $100,000. 82.70% of the stock is currently owned by hedge funds and other institutional investors.

Stepan Trading Down 0.0% NYSE:SCL opened at $49.96 on Friday. The stock has a market capitalization of $1.13 billion, a price-to-earnings ratio of 24.37 and a beta of 1.01. Stepan Company has a 52 week low of $41.82 and a 52 week high of $68.00. The company has a quick ratio of 0.84, a current ratio of 1.29 and a debt-to-equity ratio of 0.27. The firm has a 50 day moving average of $54.27 and a 200 day moving average of $49.55.

Stepan (NYSE:SCL – Get Free Report) last issued its quarterly earnings results on Monday, February 23rd. The basic materials company reported ($0.02) earnings per share for the quarter, missing analysts’ consensus estimates of $0.35 by ($0.37). The business had revenue of $553.89 million for the quarter, compared to analysts’ expectations of $570.60 million. Stepan had a return on equity of 3.38% and a net margin of 2.01%.Stepan’s revenue was up 5.4% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.12 EPS. As a group, sell-side analysts anticipate that Stepan Company will post 3.55 earnings per share for the current fiscal year.

Stepan Dividend Announcement The business also recently disclosed a quarterly dividend, which was paid on Friday, March 13th. Stockholders of record on Monday, March 2nd were paid a dividend of $0.395 per share. This represents a $1.58 annualized dividend and a dividend yield of 3.2%. The ex-dividend date was Monday, March 2nd. Stepan’s payout ratio is presently 77.07%.

Analysts Set New Price Targets A number of brokerages have recently commented on SCL. Weiss Ratings lowered shares of Stepan from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Wednesday, March 4th. Zacks Research cut Stepan from a “hold” rating to a “strong sell” rating in a research note on Wednesday, March 4th. Two equities research analysts have rated the stock with a Sell rating, According to data from MarketBeat, the stock currently has a consensus rating of “Sell”.

View Our Latest Research Report on Stepan

About Stepan (Free Report)

Stepan Company is a global manufacturer of specialty and intermediate chemicals, primarily known for its development and production of surfactants and related specialty products. The company’s portfolio includes a wide range of ingredients used to enhance the performance of consumer and industrial formulations, such as emulsifiers, foam control agents, odor control agents, antimicrobial products and performance additives. These products are integral components in cleaning solutions, personal care items, agrochemical formulations, coatings, oilfield treatments and polymer systems.

Serving a diverse set of end-markets, Stepan’s offerings address both consumer-facing and industrial applications.

See Also Five stocks we like better than Stepan

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Wall Street expects a year-over-year decline in earnings on higher revenues when Stepan Co. (SCL - Free Report) reports results for the quarter ended March 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.

The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on April 28. On the other hand, if they miss, the stock may move lower.

While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.

Zacks Consensus EstimateThis specialty chemicals company is expected to post quarterly earnings of $0.21 per share in its upcoming report, which represents a year-over-year change of -75%.

Revenues are expected to be $630.3 million, up 6.2% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 17.81% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Stepan Co.?For Stepan Co., the Most Accurate Estimate is the same as the Zacks Consensus Estimate, suggesting that there are no recent analyst views which differ from what have been considered to derive the consensus estimate. This has resulted in an Earnings ESP of 0%.

On the other hand, the stock currently carries a Zacks Rank of #5.

So, this combination makes it difficult to conclusively predict that Stepan Co. will beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Stepan Co. would post earnings of $0.35 per share when it actually produced a loss of -$0.02, delivering a surprise of -105.71%.

Over the last four quarters, the company has beaten consensus EPS estimates two times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Stepan Co. doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

An Industry Player's Expected ResultsDow Inc. (DOW - Free Report) , another stock in the Zacks Chemical - Diversified industry, is expected to report loss per share of $0.33 for the quarter ended March 2026. This estimate points to a year-over-year change of 0%. Revenues for the quarter are expected to be $9.45 billion, down 9.5% from the year-ago quarter.

The consensus EPS estimate for Dow Inc. has been revised 51.5% higher over the last 30 days to the current level. However, a higher Most Accurate Estimate has resulted in an Earnings ESP of +32.54%.

This Earnings ESP, combined with its Zacks Rank #3 (Hold), suggests that Dow Inc. will most likely beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates three times.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

, /PRNewswire/ -- Stepan Company (NYSE:SCL) today reported:

The Board of Directors of Stepan Company has declared a quarterly cash dividend on the Company's common stock of $0.395 per share. The dividend is payable on June 15, 2026, to common stockholders of record on June 1, 2026. The Company increased its quarterly cash dividend in the fourth quarter of 2025 by $0.010 per share, marking the 58th consecutive year that the Company has increased its cash dividend to stockholders.

Corporate Profile

Stepan Company is a major manufacturer of specialty and intermediate chemicals used in a broad range of industries. Stepan is a leading merchant producer of surfactants, which are the key ingredients in consumer and industrial cleaning and disinfection products and in agricultural and oilfield solutions. The Company is also a leading supplier of polyurethane polyols used in the expanding thermal insulation market, and CASE (Coatings, Adhesives, Sealants, and Elastomers) industries.

Headquartered in Northbrook, Illinois, Stepan utilizes a network of modern production facilities located in North and South America, Europe and Asia.

The Company's common stock is traded on the New York Stock Exchange (NYSE) under the symbol SCL. For more information about Stepan Company please visit the Company online at www.stepan.com.

More information about Stepan's sustainability program can be found on the Sustainability page at www.stepan.com.

Certain information in this news release consists of forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These statements include statements about Stepan Company's plans, objectives, strategies, financial performance and outlook, trends, the amount and timing of future cash distributions, prospects or future events and involve known and unknown risks that are difficult to predict. As a result, Stepan Company's actual financial results, performance, achievements or prospects may differ materially from those expressed or implied by these forward-looking statements. In some cases, you can identify forward-looking statements by the use of words such as "may," "could," "expect," "intend," "plan," "seek," "anticipate," "believe," "estimate," "guidance," "predict," "potential," "continue," "likely," "will," "would," "should," "illustrative" and variations of these terms and similar expressions, or the negative of these terms or similar expressions. Such forward-looking statements are necessarily based upon estimates and assumptions that, while considered reasonable by Stepan Company and its management based on their knowledge and understanding of the business and industry, are inherently uncertain. These statements are not guarantees of future performance, and stockholders should not place undue reliance on forward-looking statements.

There are a number of risks, uncertainties and other important factors, many of which are beyond Stepan Company's control, that could cause actual results to differ materially from the forward-looking statements contained in this news release. Such risks, uncertainties and other important factors include, among other factors, the risks, uncertainties and factors described in Stepan Company's Form 10-K, Form 10-Q and Form 8-K reports and exhibits to those reports, and include (but are not limited to) risks and uncertainties related to accidents, unplanned production shutdowns or disruptions in manufacturing facilities; reduced demand due to customer product reformulations or new technologies; our inability to successfully develop or introduce new products; our ability to realize cost savings or operating efficiencies associated with strategic initiatives; compliance with laws; our ability to identify suitable acquisition candidates and successfully complete and integrate acquisitions; global competition; volatility of raw material and energy costs and supply; disruptions in transportation or significant changes in transportation costs; downturns in certain industries and general economic downturns; international business risks, including changes in global trade policies, tariffs, retaliatory measures and countermeasures, currency exchange controls and rate fluctuations, legal restrictions and taxes; unfavorable resolution of litigation against us; maintaining and protecting intellectual property rights; potential adverse tax consequences due to international scope of our business; downgrades in our credit ratings or our ability to access capital markets; global political, military, security or other instability and increased security regulations; costs, delays and miscalculations in capacity needs related to expansion or other capital projects; interruption or breaches of information technology systems; our ability to retain executive management and key personnel; and our debt covenants.

These forward-looking statements are made only as of the date hereof, and Stepan Company undertakes no obligation to update or revise these forward-looking statements, whether as a result of new information, future events or otherwise.

SOURCE Stepan Company

Stepan Company (SCL) Q1 2026 Earnings Call Transcript

PANAMA CITY BEACH, Fla.--(BUSINESS WIRE)--The St. Joe Company (NYSE: JOE) (“St. Joe”) is proud to announce that IHG Hotels & Resorts (“IHG”) has recognized Hotel Indigo Panama City Marina (“Hotel Indigo”) with its coveted Torchbearer Award. This award is the most prestigious honor bestowed by IHG, which includes 19 hotel brands and more than 6,000 hotels globally. The Torchbearer Award recognizes hotels that achieve the highest levels of excellence in guest experience, including exceptional customer service scores, cleanliness, and for loyalty member recognition.

“This recognition is a testament to our best-in-class team that works so hard for our guests, day-in and day-out, making sure that every stay is memorable,” said Ethan Register, the hotel’s General Manager. “An award like this is not the result of a single act, but rather the meticulous attention to every detail of each guest’s unique experience when they choose to stay with us. I could not be prouder of the team for this accomplishment.”

Opened in June 2023, the 124-room Hotel Indigo is one of 12 hotels and resorts in St. Joe and its affiliates’ portfolio of assets. The five-story hotel offers sweeping views of St. Andrews Bay and a walkable location convenient to the many locally owned restaurants, bars and businesses—including Harrison’s Kitchen and Bar, also a part of St. Joe and its affiliates’ portfolio of assets. This is not the first time Hotel Indigo has been recognized among IHG hotels. In March 2025, the hotel was named “IHG Newcomer of the Year” after its first full year in operation.

“These awards elevate what guests expect when they book a stay with us,” continued Register. “Our team is committed to raising the bar to continue to exceed those expectations.”

Hotel Indigo properties are designed to be as individual as their surroundings and reflect the local culture of their communities. At Hotel Indigo Panama City Marina guests enjoy two on-site restaurants: Tarpon’s, offering a delicious Southern twist on coastal fare for breakfast and dinner with indoor and outdoor seating providing water views, and Steam on 5, the open-air fifth-floor dining venue serving elevated small plates alongside thoughtfully curated craft cocktails with breathtaking sunset views of St. Andrews Bay.

Hotel Indigo Panama City Marina is located at 7 Harrison Ave., Panama City, Florida. Visit www.hotelindigo.com/panamacityfl for more information.

About The St. Joe Company

The St. Joe Company (“Company”) is a diversified real estate development, asset management and operating company with real estate assets and operations in Northwest Florida. The Company intends to use existing assets for residential, hospitality and commercial ventures and has significant residential and commercial land-use entitlements. The Company actively seeks higher and better uses for its real estate assets through a range of development activities. More information about St. Joe can be found on its website at www.joe.com.

©2026 The St Joe Company. “St. Joe®”, “JOE®”, the “Taking Flight” Design®, “St. Joe (and Taking Flight Design,)®” are registered service marks of The St. Joe Company. The properties referenced herein are independently owned and operated by an affiliate of The St. Joe Company.

More News From The St. Joe Company

Posted by Defense World Staff on Apr 5th, 2026

SG Americas Securities LLC lifted its stake in St. Joe Company (The) (NYSE:JOE – Free Report) by 138.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 38,860 shares of the financial services provider’s stock after buying an additional 22,547 shares during the period. SG Americas Securities LLC owned approximately 0.07% of St. Joe worth $2,307,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of JOE. Vanguard Group Inc. raised its holdings in shares of St. Joe by 3.1% during the 3rd quarter. Vanguard Group Inc. now owns 5,959,298 shares of the financial services provider’s stock valued at $294,866,000 after buying an additional 179,877 shares during the period. State Street Corp raised its stake in shares of St. Joe by 0.7% during the second quarter. State Street Corp now owns 1,396,004 shares of the financial services provider’s stock valued at $66,589,000 after purchasing an additional 9,301 shares during the period. Victory Capital Management Inc. lifted its position in shares of St. Joe by 54.7% during the third quarter. Victory Capital Management Inc. now owns 407,438 shares of the financial services provider’s stock worth $20,160,000 after purchasing an additional 144,121 shares in the last quarter. Diversified Investment Strategies LLC lifted its position in shares of St. Joe by 1.3% during the third quarter. Diversified Investment Strategies LLC now owns 279,850 shares of the financial services provider’s stock worth $13,847,000 after purchasing an additional 3,603 shares in the last quarter. Finally, Bank of America Corp DE boosted its stake in shares of St. Joe by 1.0% in the third quarter. Bank of America Corp DE now owns 214,022 shares of the financial services provider’s stock valued at $10,590,000 after purchasing an additional 2,096 shares during the period. Institutional investors and hedge funds own 86.67% of the company’s stock.

Analyst Ratings Changes Several equities research analysts recently issued reports on JOE shares. Wall Street Zen downgraded shares of St. Joe from a “buy” rating to a “hold” rating in a research note on Saturday, February 28th. Weiss Ratings reissued a “buy (b-)” rating on shares of St. Joe in a research report on Monday, December 29th. One investment analyst has rated the stock with a Buy rating, Based on data from MarketBeat, the company has a consensus rating of “Buy”.

Get Our Latest Research Report on St. Joe

Insider Activity at St. Joe In related news, major shareholder Bruce R. Berkowitz sold 21,100 shares of the stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $72.22, for a total transaction of $1,523,842.00. Following the completion of the sale, the insider directly owned 16,073,624 shares of the company’s stock, valued at $1,160,837,125.28. This represents a 0.13% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. In the last 90 days, insiders have sold 179,100 shares of company stock valued at $12,244,315. 0.32% of the stock is owned by insiders.

St. Joe Trading Down 0.1% St. Joe stock opened at $65.12 on Friday. The firm has a market capitalization of $3.75 billion, a price-to-earnings ratio of 32.56 and a beta of 1.39. The firm has a 50-day moving average price of $67.83 and a two-hundred day moving average price of $60.66. St. Joe Company has a 52-week low of $40.19 and a 52-week high of $73.54. The company has a quick ratio of 2.68, a current ratio of 2.68 and a debt-to-equity ratio of 0.73.

St. Joe (NYSE:JOE – Get Free Report) last announced its earnings results on Wednesday, February 25th. The financial services provider reported $0.52 earnings per share for the quarter. The business had revenue of $128.89 million during the quarter. St. Joe had a return on equity of 15.23% and a net margin of 22.52%.

St. Joe Announces Dividend The firm also recently disclosed a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Monday, March 9th were paid a $0.16 dividend. The ex-dividend date of this dividend was Monday, March 9th. This represents a $0.64 annualized dividend and a dividend yield of 1.0%. St. Joe’s payout ratio is currently 32.00%.

St. Joe Company Profile (Free Report)

The St. Joe Company (NYSE: JOE) is a leading real estate development and asset management firm focused on Northwest Florida. Headquartered in Jacksonville, the company owns and manages approximately 171,000 acres of land across Bay, Gulf, Franklin and Walton counties. St. Joe’s core businesses include residential community development, commercial real estate, and hospitality, with an emphasis on master-planned neighborhoods, office and retail campuses, resort hotels and mixed-use town centers.

Founded in 1936 as a paper manufacturing company, St.

Featured Articles Five stocks we like better than St. Joe Want to see what other hedge funds are holding JOE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for St. Joe Company (The) (NYSE:JOE – Free Report).

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The St. Joe Company (JOE) Q1 2026 Earnings Call Transcript

PANAMA CITY BEACH, Fla.--(BUSINESS WIRE)--The St. Joe Company (NYSE: JOE) (“St. Joe”) (the “Company”) concluded its 2026 Annual Meeting of Shareholders on May 12, 2026 in Inlet Beach, Florida and released a presentation. The meeting was held at the Company’s Forbes Four-Star rated, 30A boutique hotel, Camp Creek® Inn, and was followed by a reception at the Watersound Beach Club®.

“This year’s meeting and reception provided shareholders with the opportunity to engage directly with our team and experience our market firsthand,” said Jorge Gonzalez, the Company’s President, CEO and Chairman of the Board. “We always encourage our investors to visit our region in person, and this was a great opportunity for them to do so and to personally experience the Company’s growing asset portfolio along the Emerald Coast.”

Click here to view The St. Joe Company’s 2026 Annual Meeting of Shareholders presentation.

About The St. Joe Company

The St. Joe Company is a diversified real estate development, asset management and operating company with real estate assets and operations in Northwest Florida. The Company intends to use existing assets for residential, hospitality and commercial ventures. St. Joe has significant residential and commercial land-use entitlements. The Company actively seeks higher and better uses for its real estate assets through a range of development activities. More information about the Company can be found on its website at www.joe.com.

©2026 The St Joe Company. “St. Joe®,” “JOE®,” the “Taking Flight” Design®,” and “St. Joe (and Taking Flight Design)®,” “Camp Creek®” and “Watersound Beach Club®” are registered service marks of The St. Joe Company.

More News From The St. Joe Company

Dropbox, Inc. (DBX) Q1 2026 Earnings Call Transcript

Dropbox earns a rating upgrade to neutral as Q1 results show stabilization and improved cash flow guidance. DBX now trades at just 6.0x FY26 EV/FCF, offering a compelling ~17% FCF yield with limited dilution. While growth remains choppy and competitive risks persist, the company's durable cash flows and AI resistance support valuation.

Many companies ended remote work arrangements that began during the coronavirus pandemic despite resistance from employees who grew accustomed to working from home.

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Stock to Watch: Dropbox (DBX - Free Report) Dropbox offers a cloud-based platform that businesses and individuals can create, access and share digital content globally. It serves more than 700 million registered users across approximately 180 countries.

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