MediaAlpha Director Kathy Vrabec buys 31,000 shares at $9.6 per share.

MediaAlpha, Inc. (MAX) has announced that Kathy P. Vrabec, a member of its Board of Directors, has acquired 31,000 shares of the company's common stock at a price of $9.6 per share on August 12, 2023.

MediaAlpha, Inc. (MAX) reported mixed financial results for the second quarter of 2025. The company's revenue surged by 41.1% year-over-year to $251.62 million, driven by a significant increase in property & casualty (P&C) insurance revenue. However, the company swung to a net loss of $0.33 per share, a dramatic shift from a profit of $0.07 per share in the prior year, representing a 571.4% negative change [1].

CEO Steve Yi highlighted the strong performance in the P&C insurance vertical, driven by increased marketing investments from major auto carriers and a favorable health insurance settlement. The company also announced strategic partnerships, a new Chief Technology Officer appointment, and investments in AI-driven customer analytics tools to enhance its digital health offerings [1].

Despite the strong revenue growth, the company's net income deteriorated significantly due to a 40-45% decline in health vertical revenue and the impact of the FTC settlement, which added a $33 million reserve to the company's balance sheet [2]. The stock of MediaAlpha posted modest gains, with a 1.77% increase during the latest trading day and a 37% 30-day strategy return, slightly underperforming the benchmark's 49.4% return [1].

The company expects Q3 2025 transaction value to range between $545 million and $570 million, with revenue between $270 million and $290 million, and adjusted EBITDA between $25.5 million and $27.5 million. The guidance reflects a 35% year-over-year growth in P&C transaction value and a 40% to 45% decline in health vertical transaction value [2].

MediaAlpha's stock price closed at $10.35 on August 6, 2025, up 3.29% in the last 3 months and down -35.11% in the last 12 months. The stock recently traded at 13 times the next 12-month earnings versus a P/E of 12 three months ago [3].

References:
[1] https://www.ainvest.com/news/mediaalpha-2025-q2-earnings-sharp-net-loss-revenue-surge-2508/
[2] https://www.tradingview.com/news/reuters.com,2025:newsml_PLX95F7EC:0-insurance-customer-acquisition-platform-mediaalpha-tops-q2-revenue-estimates-resolves-ftc-inquiry/
[3] https://za.investing.com/news/earnings/mediaalpha-earnings-missed-by-050-revenue-topped-estimates-3824187