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Public Policy Holding Company, Inc. (PPHC) stock

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NASDAQ: PPHC Nasdaq Research & Consulting Services Next results ~November 9, 2026

Public Policy Holding Company, Inc. is a US-listed company in the research & consulting services industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Model estimate per share

~$14

Valuation models combined (2)

Base case. Range ~$9.4–$17. Weighted average of 2 models (forward price-to-earnings vs peers, forward price-to-sales vs peers).

Price vs value

No Buy/Hold/Sell rating is issued: limited reported history: available models are shown without a Buy/Hold/Sell rating.

Public Policy Holding Company, Inc. valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders1 buying, 9 selling1 purchase and 26 sales by directors and officers, last 12 monthsInsider trades
  • Funds34 adding, 22 cuttingOf 11 active managers that changed their stake, 6 added; quarter to June 30, 2026Fund buyers and sellers

The Fundamentalytics view

Next results ~November 9, 2026 (estimated)

Current signal Long-term debt rising: Long-term debt rose 46% year over year, to 13% of total assets.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Estimates rising. Analysts' consensus for next year's earnings per share has risen 8.6% over 90 days.

Things to watch

  • Volatile shares. Over the past year the shares showed annualised volatility of 61% and a beta of 0.1 against the S&P 500.

Latest results: FY2026 Q2

Filed August 11, 2026
Earnings per share
$0.34 against an average estimate of $0.30: beat by 13.3%
Revenue
$52m, up 7.3% on a year earlier
Share reaction
+5.7% in the first session after the results on August 10, 2026, against -0.3% for the S&P 500
Next report
November 9, 2026; average EPS estimate $0.33

Public Policy Holding's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+4.8%
  • 1 week+10.8%
  • 1 month+2.8%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Earnings

Last results
August 10, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Results
  2. Announcement

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Public Policy Holding Company, Inc. valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: limited reported history: available models are shown without a Buy/Hold/Sell rating.

Valuation models

We value Public Policy Holding Company, Inc. as an operating company, with every model that fits that kind of business. Cost of equity 8.9%: the 10-year Treasury yield (4.9%) plus a beta of 0.89 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Growth cash-flow model Revenue for this year and next from analysts' consensus, then growth fading to 2.5%; the operating margin moving to profitable peers'; investment needed per dollar of growth from peers; reduced by a failure probability. For young or fast-growing companies. The starting margin is normalized to between -100% and 60%; net margin is a proxy when operating income is not tagged. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$2.6 ~$1.4–$3.5 Left out: far from the other models (more than 3x away from their median)
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$17 ~$20–$28 Included
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. — Does not apply: book value or earnings not available
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. — Does not apply: return on equity is not positive
Forward price-to-sales vs peers Next year's consensus sales per share times peers' typical forward price-to-sales; only when earnings are negative. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$9.4 ~$7.8–$21 Included, half weight
Revenue-to-maturity model Revenue grown to maturity with the cash margin moving to the industry's; for companies not yet profitable. — Does not apply: revenue and margins don't support a positive value
Combined value Weighted average of the models that apply: the primary model (growth cash-flow model) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$14 ~$9.4–$17 2 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Public Policy Holding Company, Inc. with Research & Consulting Services in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Moat

Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: High.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 9, 2026, after the close. Analysts expect revenue of $55m and EPS of $0.33 (range $0.31 to $0.34) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $1.26 −10% $215m +15%
Next $1.38 +10% $236m +10%

Next year's EPS estimate has moved +8.6% in 90 days, across 3 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +4.7% on 90 days ago. In the last 30 days, 3 analysts raised Public Policy Holding Company, Inc.'s forecast and 0 cut it.

Consensus EPS forecast Public Policy Holding Company, Inc., last 90 days
$1.20 $1.25 $1.30 $1.35 $1.40 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $1.20 Current fiscal year, 60 days ago: $1.21 Current fiscal year, 30 days ago: $1.26 Current fiscal year, 7 days ago: $1.26 Current fiscal year, Now: $1.26 $1.26 Next fiscal year, 90 days ago: $1.27 Next fiscal year, 60 days ago: $1.29 Next fiscal year, 30 days ago: $1.38 Next fiscal year, 7 days ago: $1.38 Next fiscal year, Now: $1.38 $1.38

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $1.20$1.27
60 days ago $1.21$1.29
30 days ago $1.26$1.38
7 days ago $1.26$1.38
Now $1.26$1.38

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 $0.30 $0.34 +13.3%
Dec 2025 $0.43 $0.42 −2.3%

Adjusted EPS as companies report it, against the average analyst estimate.

Analyst recommendations

3 analysts, Oct 2026
Buy3100%
Hold00%
Sell00%

Monthly trend

  1. Oct 202633
  2. Sep 202633
  3. Aug 202633

Counts of recommendations published by analysts covering Public Policy Holding Company, Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
2.0%
of tradable shares
Days to cover
1.94
at average volume
Short interest, 1 month
+131%
to October 15, 2026
Held by institutions
25%
of shares
Held by insiders
40.0%
of shares
Employees
476
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

Price behaviour

52-week range
Not enough history
From 52-week high
—
vs 50-day average
0.0%
vs 200-day average
—
Volatility (1 year)
61%
Beta vs S&P 500
0.10

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
2 up, 0 down
typical move ±3.6%
After a week
0 up, 2 down
typical move ±3.7%
After a month
2 up, 0 down
typical move ±5.5%
Results releasedNext dayS&P 500 next day5 days21 days
August 10, 2026 +5.7% −0.3% −6.4% +6.0%
March 23, 2026 +1.5% +0.7% −1.0% +5.1%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Fundamentals

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-K/A, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2024 Dec 2024 2025 Dec 2025
Income
Revenue 150 187
Gross profit 17 19
EBITDA −14 −28
Operating income −18 −34
Net income −24 −39
Diluted EPS −$2.34 −$2.37
Growth (year on year)
Revenue — +24.7%
Margins
Gross margin 11.5% 10.0%
EBITDA margin −9.3% −15.1%
Operating margin −12.1% −18.2%
Net margin −16.0% −20.9%
Free-cash-flow margin 10.9% 13.3%
Cash flow
Cash from operations 16 25
Capital spending 0 0
Free cash flow 16 25
Stock-based pay 32 30
Free cash flow after stock pay −15 −5
Balance sheet
Cash 15 20
Total debt 38 56
Net debt (negative = net cash) 24 36
Diluted shares 13m 17m
Returned to shareholders
Dividends 17 9
Total returned 17 9

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

2 of 4 checks passed · June 30, 2026
What it owns · $241m
Short-term assets $80mLonger-term assets $161m
What it owes, and who funded it · $241m
Short-term liabilities $50mLonger-term liabilities $80mShareholders' equity $111m
  • Short-term assets cover short-term liabilities $80m of assets due within a year against $50m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $80m short-term assets against $80m of longer-dated liabilities.
  • More cash than debt $37m of cash against $42m of debt.
  • Debt below 40% of shareholders' equity Debt is 38% of equity.
  • Debt burden no higher than five years ago Five-year comparison not available. Not assessable.
  • A year's operating cash flow covers at least 20% of debt Cash flow or debt not reported. Not assessable.
  • Operating profit covers interest at least five times over Interest not separately reported. Not assessable.

From Public Policy Holding Company, Inc.'s latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Where the revenue comes from

Fiscal year to December 31, 2025
Segments
Line of business Revenue Share YoY
Government Relations Consulting Segments $108M 58.2% ▲ 5.9%
Corporate Communications Public Affairs Consulting Segments $65M 34.9% ▲ 78.7%
Compliance and Insights Services Segments $13M 7.0% ▲ 21.5%
Products and services
Line of business Revenue Share YoY
Government Relations Consulting Revenue $108M 58.2% ▲ 5.9%
Corporate Communications Public Affairs Consulting Revenue $65M 34.9% ▲ 78.7%
Compliance and Insights Services Revenue $13M 7.0% ▲ 21.5%
Geography
Region Revenue Share YoY
United States $178M 95.2% ▲ 22.1%
Outside the US $8.9M 4.8% ▲ 117.9%

From Public Policy Holding Company, Inc.'s 10-K filed March 31, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$50.7M
Institutions reporting
55
Shares held vs prior quarter
▲ 2.6%
Positions opened / closed
12 / 6

Top buyers and sellers, Q2 2026: 34 institutions bought and 22 sold ; the biggest buyer was Royce & Associates LP (+351K shares) and the biggest seller Ancora Advisors LLC (−278K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Royce & Associates LP $7.6M 1.0M 14.9% ▲ 52.5%
Canoe Financial LP $7.5M 1.0M 14.9% ▼ 0.1%
Jennison Associates LLC $6.3M 851K 12.4% ▼ 2.3%
Wasatch Advisors LP $5.4M 729K 10.7% ▲ 20.9%
Storebrand Asset Management As $4.4M 598K 8.7% ▼ 0.4%
Thompson Siegel & Walmsley LLC $2.9M 393K 5.7% ▲ 11.3%
Russell Investments Group, Ltd. $2.8M 372K 5.4% ▼ 32.5%
Graham Capital Wealth Management, LLC $2.1M 282K 4.1% ▲ 49.6%
Blackrock, Inc. $2M 271K 4.0% ▲ 34.5%
Ancora Advisors LLC $1.9M 252K 3.7% ▼ 52.4%
Vanguard Capital Management LLC $1.4M 187K 2.7% ▲ 128.4%
Geode Capital Management, LLC $915,348 123K 1.8% ▲ 14.6%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Public Policy Holding Company, Inc.'s complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Insider purchases History → $10 1 trade by 1 insider, last 12 months Insider sales History → $2.1M 26 trades by 9 insiders · 0% under pre-set plans
Net ▼ $2.1M net selling
Insider Date Trade Shares Price Value
Gensemer Thomas Edward Chief Strategy Officer August 24, 2026 Sell 1,797 $10.94 $19,659
Starzman Ronald J. Jr. 10% owner August 24, 2026 Sell 1,500 $10.94 $16,410
Smits Roeland Jozef Bernard Chief Financial Officer August 24, 2026 Sell 1,797 $10.94 $19,659
Strum Neal Howard Chief Legal Officer August 24, 2026 Sell 1,702 $10.94 $18,620
Austin Keenan Nealean Director August 24, 2026 Sell 2,033 $10.94 $22,241
Austin Keenan Nealean Director June 11, 2026 Sell 1,252 $10.35 $12,958
Starzman Ronald J. Jr. 10% owner June 11, 2026 Sell 1,541 $10.35 $15,949
Strum Neal Howard Chief Legal Officer June 11, 2026 Sell 2,007 $10.35 $20,772
Hall George Stewart Chief Executive Officer June 11, 2026 Sell 930 $10.35 $9,626
Gensemer Thomas Edward Chief Strategy Officer June 11, 2026 Sell 1,115 $10.35 $11,540
Green Johnson Mccallum Chief Client Officer June 11, 2026 Sell 2,298 $10.35 $23,784
Austin Keenan Nealean Director June 10, 2026 Sell 468 $10.19 $4,769

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

  • August 10, 2026
  • March 23, 2026

Recent SEC filings

Data status

When each part of this page on Public Policy Holding Company, Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Public Policy Holding Company, Inc. in brief

What does Public Policy Holding Company, Inc. do?
Public Policy Holding Company, Inc. is a US-listed company in the research & consulting services industry. Its financial year ends in December.
What is Public Policy Holding Company, Inc.'s stock ticker?
Public Policy Holding Company, Inc. trades under the ticker PPHC on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
Who are Public Policy Holding Company, Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Royce & Associates LP, Canoe Financial LP and Jennison Associates LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
How much debt does Public Policy Holding Company, Inc. have?
Public Policy Holding Company, Inc.'s debt-to-equity ratio is 38.0%, from its latest balance sheet. The financial health section below sets out its other solvency checks.
Are insiders buying or selling Public Policy Holding Company, Inc. stock?
Over the last 12 months, Public Policy Holding Company, Inc.'s directors and officers reported 1 open-market purchases and 26 sales on Form 4. The insider trading page charts every trade.
When is Public Policy Holding Company, Inc.'s next earnings date?
Around November 9, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Public Policy Holding Company, Inc. announces its own schedule.