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WPWPP

WPP plc

$WPP·$5.6B·Advertising Agencies·Communication Services
$26.91-0.3%1Y+5.4%
Mentions · last 7 days
2026-08-07: 14 posts2026-08-08: 2 posts2026-08-09: 3 posts2026-08-10: 3 posts2026-08-11: 5 posts2026-08-12: 0 posts2026-08-13: 3 posts31-7%
Price updated 14h ago·X counts updated 2d ago
WPWPP
$WPPWPP plc
$26.91-0.30%31 posts-7%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $WPP, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptAcceleratingAI verdict · as of 2026-08-14

The move is getting stronger, with heavier trading behind it.

Ad-holding giant trading at 94% of its 52-week range while consensus models EPS climbing from a loss year to $3.40 in FY26 — the tape has already picked a side on the recovery.

WPP printed a -$1.20 EPS annual period as recently as the most recent Q4 in the bundle, then $0.20 in the following interim and $1.55 the prior full year — the business went through an earnings air-pocket and the consensus now models FY26 EPS $3.40 on $12.9B revenue, rising to $3.59 and $4.00 in FY27/FY28.

  • Revenue is essentially flat across the estimate walk ($12.88B → $12.86B → $13.12B) — the recovery in the model is a margin story, not top-line growth; the question is whether cost restructuring holds.
  • Position 94% of 52-week range, +39% above 50-day, +41% above 200-day MA — the tape has already re-rated aggressively on the recovery thesis; new money is paying for the acceleration.
  • Debt/equity 2.69 is elevated for an advertising holdco — a real constraint on capital return and a reason why any revenue miss would compress the multiple faster than a lower-levered peer.

Next print 2027-02-25 (annual) is far — the intermediate risk is client-loss disclosures and any media-agency review outcomes that show up before then.

What to watch: H2 2026 trading update if issued, client wins/losses among the top 20 accounts, FY26 organic revenue vs flat, and margin trajectory against the $3.40 EPS consensus.

On the calendar: 2027-02-25 — FY2026 annual results

Read the AI verdict + X sentiment for $WPP

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

World's largest advertising group offering creative, media, data, and digital commerce services to global brands through agency networks.

Industry overviewAI analysisGenerated by AI from underlying data

Where Advertising Agencies sits in its cycle right now — and what that implies for $WPP.

Advertising Agencies · Communication Services

No material change from last week — The Trade Desk's independent DSP positioning faces structural pressure from Amazon's ad tech expansion while AI-powered buying tools commoditize parts of the..

Industry benchmark

4-name peer basket
-7.9%YTD
+0.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-19.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-16.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
9.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
14.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-7.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
15.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$0.12$0.81-85.2%
Q4 2025Feb 26, 2026$2.90$2.72+6.6%
Q2 2025Aug 7, 2025$0.28$1.14-75.8%
Q4 2024Feb 27, 2025$1.95$3.59-45.7%
Next earningsThu, Feb 25·consensus EPS $2.61

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY25$6.9B-9.7%19.0%2.3%$-1.20$1.7B
Q2 FY25$6.7B-7.7%12.6%5.7%$0.20$-1.1B
Q4 FY24$7.5B-2.1%18.8%12.0%$1.55$1.8B
Q2 FY24$7.2B+7.0%14.4%5.9%$0.95$-622.0M

Forward consensus

4-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$12.9B$12.8B – $13.0B$3.40$3.02 – $4.468
FY27$12.9B$12.6B – $13.1B$3.59$3.00 – $5.038
FY28$13.1B$12.8B – $13.4B$4.00$0.12 – $6.8310
FY29$12.5B$12.3B – $12.7B$4.19$4.10 – $4.285

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.93%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+37.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+40.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 215.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.705-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyMay 21Agnefjall Hans Peter HenrikDirector75.0K sh—
+ 6 other (4 awards · 1 exempt · 1 inkind) in window

See when $WPP insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsMay 223
SC 13D/AActivist amendmentMay 6SC 13D/A
424B5Prospectus supplement (offering)Mar 26424B5
424B5Prospectus supplement (offering)Mar 23424B5
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
+ 48 other (34 6-Ks · 6 3s · 3 13Gs · 1 CERT) in window

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Voices on X · last 7 days

No standout posts about $WPP on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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