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Saga Communications, Inc.
SGACommunication ServicesNASDAQUS
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Across the portfolios, between two-thirds and three-quarters of holdings have met or exceeded both Sustainable Growth Advisers' internal expectations and consensus forecasts for earnings and revenue growth. The average holding in the portfolios has experienced approximately 10% contraction in its price-to-earnings multiple this year, driven largely by sentiment and style rotation rather than deteriorating business quality. Sustainable Growth Advisers initiated a new position in Mastercard, viewing a share price dislocation caused by proposed interest rate caps as an attractive entry point into a high-quality earnings compounder.
Arm Holdings' management reiterated confidence in sustaining approximately 20% royalty growth longer term, reinforcing the market's confidence in Arm's structural growth profile. Adyen was a detractor from performance during the quarter following fourth quarter results and a more cautious 2026 outlook. We initiated a new position in American Express and exited our positions in Gartner and UnitedHealth.
Saga Communications NASDAQ: SGA reported lower first-quarter revenue as weakness in traditional advertising offset continued growth in digital products, while management said the company is continuing to invest in its digital transformation despite near-term pressure on expenses.
Saga Communications, Inc. (SGA) Q1 2026 Earnings Call Transcript
GROSSE POINTE FARMS, Mich., May 07, 2026 (GLOBE NEWSWIRE) -- Saga Communications, Inc. (Nasdaq - SGA) (the “Company”, “Saga” or “our”) today announced that its Board of Directors (“Board”) declared a quarterly cash dividend of $0.25 per share. The dividend will be paid on June 12, 2026, to shareholders of record on May 22, 2026. The aggregate amount of the payment to be made in connection with the quarterly dividend will be approximately $1.6 million. The quarterly dividend will be funded by cash on the Company's balance sheet. Including this dividend, the Company will have paid over $145 million in dividends to shareholders since the first special dividend was paid in 2012.
GROSSE POINTE FARMS, Mich., May 07, 2026 (GLOBE NEWSWIRE) -- Saga Communications, Inc. (Nasdaq - SGA) (the “Company” or “Saga”) today reported that net revenue decreased 5.6% to $22.9 million for the quarter ended March 31, 2026 compared to $24.2 million for the same period last year. Station operating expense decreased 0.2% for the quarter to $22.0 million compared to the same period last year. For the quarter, we had an operating loss of $3.3 million compared to $2.3 million for the same quarter last year and station operating income (a non-GAAP financial measure) decreased 62.0% to $0.9 million. Capital expenditures were $0.8 million for the quarter compared to $0.7 million for the same period last year. We had a net loss of $2.4 million for the quarter compared to $1.6 million for the first quarter last year. Diluted loss per share was $0.38 in the first quarter of 2026.
GROSSE POINTE FARMS, Mich., April 15, 2026 (GLOBE NEWSWIRE) -- Saga Communications, Inc. (Nasdaq: SGA) announced today that it will release its 1st Quarter 2026 Earnings results at 9:00 a.m.
Fast Retailing was a top contributor during the quarter, driven by strong execution across its global operations. Alibaba was a detractor during the quarter after the company reported mixed fiscal Q2 results. New positions were established in Sea Limited and Grab Holdings, while the portfolio's position in Atlassian was liquidated.
Saga Communications, Inc. (SGA) Q4 2025 Earnings Call Transcript
