NYSE · Consumer Discretionary

QUAD / GRAPHICS INC QUAD

Quad/Graphics, Inc. provides marketing solutions in North America, Mexico, Central America, the Caribbean, Europe, the Middle East, Africa, South America, and Asia. The company operates through United States Print and Related Services, and International segments. It offers printing services, such as retail inserts, long-run publications, catalogs, special interest publications, journals, direct mail, directories, in-store marketing and promotion, packaging, newspapers, custom print products, and other commercial and specialty printed products; paper procurement services; and manufactures ink.

Publishing

Company profile

Business mix

  • The company operates through United States Print and Related Services, and International segments.
  • The company also provides marketing and other services, including data intelligence and analytics, technology solutions, media planning, placement and optimization, creative strategy, and content creation.
  • It serves blue-chip companies that operate in various industries and serve businesses and consumers across various industry verticals, including retail, consumer packaged goods and direct-to-consumer, financial services, and health.
  • Quad/Graphics, Inc. was founded in 1971 and is headquartered in Sussex, Wisconsin.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in specialty business services?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 13.29 FCF 11.46% Buyback -3.82%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Miller Value Partners Bill Miller 4.6% $17.5M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 1 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $507,741 Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +3.0% +76,814 / 2,574,225
Miller Value Partners Bill Miller 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 5.3% 13F value change +$1.3M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -3.2% 13F value change +$1.1M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 4.4% 13F value change +$743,617
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -3.2% 13F value change +$356,798
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,574,225 Last 4 periods +76,814 (+3.0%) Total shares 2,651,039 Value $17.5M

Recent mentions

No public mentions.