S4 Capital plc (LON:SFOR)

London flag London · Delayed Price · Currency is GBP · Price in GBX
35.74
+1.09 (3.15%)
Jul 13, 2026, 11:52 AM GMT
Market Cap228.64M +46.9%
Revenue (ttm)754.80M -11.0%
Net Income-24.80M
EPS-0.04
Shares Out 659.86M
PE Ration/a
Forward PE6.11
Dividend0.01 (3.17%)
Ex-Dividend DateJun 4, 2026
Volume1,303,062
Open35.50
Previous Close34.65
Day's Range33.10 - 36.37
52-Week Range15.70 - 47.78
Beta0.64
AnalystsBuy
Price Target40.46 (+13.21%)
Earnings DateSep 17, 2026

About S4 Capital

S4 Capital plc, together with its subsidiaries, provides digital advertising, marketing, and technology services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company offers contents, campaigns, and assets for paid, social, and earned media, such as digital platforms and apps, as well as brand activations. It also provides campaign management analytics, creative production and ad serving, platform and systems integration, transition, and training and education services. In addition, the company offers digital trans... [Read more]

Employees 6,345
Stock Exchange London Stock Exchange
Ticker Symbol SFOR
Full Company Profile

Financial Performance

In 2025, S4 Capital's revenue was 754.80 million, a decrease of -11.01% compared to the previous year's 848.20 million. Losses were -24.80 million, -91.92% less than in 2024.

Financial Statements

Analyst Summary

According to 7 analysts, the average rating for SFOR stock is "Buy." The 12-month stock price target is 40p, which is an increase of 13.21% from the latest price.

Price Target
40p
(13.21% upside)
Analyst Consensus: Buy
Stock Forecasts

News

S4 Capital Transcript: AGM 2026

The meeting reviewed improved EBITDA margins, reduced net debt, and ongoing cost discipline amid challenging macroeconomic conditions. Strategic focus remains on AI-driven transformation, new business models, and capital allocation, with all resolutions passed and a 10% dividend increase proposed.

5 weeks ago - Transcripts

S4 Capital Slides: FY 2026

S4 Capital has posted slides in relation to its FY 2026 quarterly earnings report, which was published on June 4, 2026.

5 weeks ago - Filings

S4 Capital's Sorrell Says Company Needs to Do More to Drive Top-Line Growth

The executive chairman said the digital-advertising company isn't making sufficient progress to drive top-line growth and profitability, and that he expects clients to remain cautious in the near term...

5 weeks ago - WSJ

S4 Capital Earnings Call Transcript: Q1 2026

Q1 2026 saw net revenue decline 8.9% reported and 5% like-for-like, but operational EBITDA met expectations due to cost actions. Full-year guidance is reiterated, with improved leverage and a focus on dividends and debt reduction.

2 months ago - Transcripts

S4 Capital Earnings release: Q1 2026

S4 Capital released its Q1 2026 earnings on May 7, 2026, summarizing the period's financial results.

2 months ago - Filings

S4 Capital Slides: Q1 2026

S4 Capital has posted slides in relation to its Q1 2026 quarterly earnings report, which was published on May 7, 2026.

2 months ago - Filings

Martin Sorrell Says S4 Capital's Future Depends on AI Adoption at Scale

EXCLUSIVE: Sorrell said he is “starting to see green shoots” as he looks to AI to get the advertising company out of a slump.

3 months ago - WSJ

S4 Capital Shares Jump After Company Reassures on Outlook

The advertising company founded by industry veteran Martin Sorrell projected in-line revenue performance for 2026 and higher profitability.

3 months ago - WSJ

S4 Capital Earnings Call Transcript: H2 2025

2025 saw improved margins and liquidity despite a near 11% revenue decline, driven by cost discipline and restructuring. Free cash flow more than doubled, net debt fell sharply, and the company is shifting to AI-driven, subscription-based models.

3 months ago - Transcripts

S4 Capital Annual report: H2 2025

S4 Capital has published its H2 2025 annual report on March 24, 2026.

3 months ago - Filings

S4 Capital Slides: H2 2025

S4 Capital has posted slides in relation to its H2 2025 quarterly earnings report, which was published on March 24, 2026.

3 months ago - Filings

S4 Capital Annual report: H2 2025

S4 Capital has published its H2 2025 annual report on March 24, 2026.

3 months ago - Filings

S4 Capital Shares Soar After Performance Set to Beat Revised Guidance

Shares in S4 Capital jumped after the digital-advertising company said its 2025 results would exceed its recently-downgraded guidance and current consensus expectations.

6 months ago - WSJ

S4 Capital Earnings release: Q4 2025

S4 Capital released its Q4 2025 earnings on January 26, 2026, summarizing the period's financial results.

6 months ago - Filings

LA Times Studios and S4 Capital's Monks to Host Networking Lounge at CES 2026

LOS ANGELES--(BUSINESS WIRE)--LA Times Studios, a Los Angeles Times Media Group (LATMG) company, in partnership with Monks, the global, digital-first, data-driven, unitary operating brand of S4 Capita...

6 months ago - Business Wire

S4 Capital Earnings Call Transcript: Q3 2025

Q3 saw revenue and net revenue declines year-over-year, but sequential improvement over Q2, with cost reductions and new business wins expected to drive stronger H2 profitability. AI-driven offerings and operational efficiencies are supporting margin improvement, while net debt and leverage have improved.

8 months ago - Transcripts

S4 Capital Earnings release: Q3 2025

S4 Capital released its Q3 2025 earnings on November 6, 2025, summarizing the period's financial results.

8 months ago - Filings

S4 Capital Slides: Q3 2025

S4 Capital has posted slides in relation to its Q3 2025 quarterly earnings report, which was published on November 6, 2025.

8 months ago - Filings

S4 Capital's Monks Launches White Paper "Owning the Answer: The Marketer's Playbook for AEO, GEO and the AI Search Era"

NEW YORK , Oct. 30, 2025 /PRNewswire/ -- The rise of AI-driven search is forcing brands to rethink how they remain visible in an increasingly machine-mediated world. Recognizing this fundamental shift...

9 months ago - PRNewsWire

S4 Capital Earnings Call Transcript: H1 2025

Net revenue declined 10% like-for-like in H1 2025 due to tech client caution and macroeconomic headwinds, but free cash flow and net debt improved. AI initiatives and major client wins are expected to drive a stronger H2, with EBITDA guidance maintained for the year.

10 months ago - Transcripts

S4 Capital Quarterly report: H1 2025

S4 Capital has published its H1 2025 quarterly earnings report on September 15, 2025.

10 months ago - Filings

S4 Capital Slides: H1 2025

S4 Capital has posted slides in relation to its H1 2025 quarterly earnings report, which was published on September 15, 2025.

10 months ago - Filings

S4 Capital Earnings Call Transcript: H1 2025

Net revenue declined 10% like-for-like in H1 2025, with operational EBITDA at EUR 20.8 million and free cash flow improving to EUR 16 million. Cost reductions, AI-driven transformation, and new business wins are expected to support a stronger H2 and position the company for future growth.

10 months ago - Transcripts

S4 Capital Earnings release: H1 2025

S4 Capital released its H1 2025 earnings on September 15, 2025, summarizing the period's financial results.

10 months ago - Filings

S4 Capital Slides: H1 2025

S4 Capital has posted slides in relation to its H1 2025 quarterly earnings report, which was published on September 15, 2025.

10 months ago - Filings