Graham Holdings CO

Market Movers (8-K)

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NYSE
Graham Holdings Company subsidiary Kaplan, Inc. has agreed to sell its Dublin Business School to China Chunlai Education Group for $127.5 million, subject to closing conditions.
NYSE
Graham Holdings Company announced a significant increase in second quarter 2026 net income, driven by strong performance across several divisions and a substantial pension settlement gain.
Better than expected
NYSE
Graham Holdings Company announced the results of its Annual Meeting of Stockholders held on May 5, 2026, including the election of ten directors and advisory approval of 2025 executive compensation.
NYSE
Graham Holdings Company has finalized the sale of its Kaplan Languages Group, resulting in an expected $60 million tax benefit.
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Graham Holdings Company announced its 2025 financial results, revealing a 3% revenue increase but a significant 60% drop in net income attributable to common shares.
Capital raise
Worse than expected
NYSE
Graham Holdings Company has successfully amended its credit facility to $400 million and issued $500 million in senior unsecured notes to refinance existing debt and enhance liquidity.
Capital raise

Quarterly Earnings (10-Q)

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NYSE
Graham Holdings Company reported a significant increase in net income for Q2 2026, largely due to substantial gains from marketable equity securities and a large settlement gain from a pension purchase, alongside a tax benefit from a business sale.
Better than expected
NYSE
Graham Holdings Company reported a 6% increase in Q1 2026 revenue to $1.236 billion, with net income attributable to common stockholders rising to $29.1 million, driven by strong operational performance and gains from investments.
NYSE
Graham Holdings Company announced a significant increase in net income and earnings per share for the third quarter and first nine months of 2025, driven by strategic acquisitions and non-operating gains, despite mixed segment performance.
Better than expected
Capital raise
NYSE
Graham Holdings Company posted a net profit in the second quarter of 2025, reversing a prior-year loss, driven by strong operational gains in education and healthcare despite declines in other segments and significant non-operating expenses.
NYSE
Graham Holdings Company's Q1 2025 saw a slight revenue increase but a significant drop in net income due to increased interest expenses and market volatility.
Worse than expected
NYSE
Graham Holdings Company saw a significant turnaround in the third quarter of 2024, reporting net income attributable to common shareholders of $72.5 million compared to a net loss in the same period last year.
Better than expected

Annual Reports (10-K)

NYSE
Graham Holdings Company reports a 3% revenue increase to $4.91 billion in 2025, but net income and diluted EPS significantly declined, driven by varied segment performance and non-operating factors.
Worse than expected
NYSE
Graham Holdings Company's 2024 results showcase significant growth in net income and revenue, fueled by strong performances across its education, television broadcasting, and healthcare segments.
Better than expected
NYSE
Graham Holdings Company reported net income of $205.3 million ($43.82 per share) for 2023, a significant increase from $67.1 million ($13.79 per share) in 2022, driven by growth in education, healthcare, and automotive segments.
Better than expected

Insider Trading (Form 4)

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NYSE
Laura O'Shaughnessy, a 10% owner of Graham Holdings Co, reported multiple transactions in common stock on August 13, 2026.
NYSE
G. Richard Wagoner Jr., a Director at Graham Holdings Co., acquired Class B Common Stock through a director share purchase program.
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Anne M. Mulcahy, a Director at Graham Holdings Co., acquired Class B Common Stock through a director share purchase program.
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Jack A. Markell, a Director at Graham Holdings, acquired Class B Common Stock through the Director Share Purchase Program.
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Christopher C. Davis, a Director at Graham Holdings Co., acquired Class B Common Stock through the Director Share Purchase Program.
NYSE
Danielle Conley, a Director at Graham Holdings, acquired Class B Common Stock through an election to receive director fees in stock.

Proxy Statements (Def-14A)

NYSE
Graham Holdings Company announces its 2026 Annual Meeting of Shareholders to elect directors and hold an advisory vote on 2025 executive compensation.
Delay expected
Better than expected
NYSE
Graham Holdings Company will hold its annual shareholder meeting on May 6, 2025, to vote on the election of directors.
NYSE
Graham Holdings Company has released its proxy statement for the 2025 Annual Meeting of Shareholders, scheduled for May 6, 2025, covering director elections and executive compensation.
NYSE
Graham Holdings Company will hold its annual shareholder meeting on May 7, 2024, to vote on the election of directors.
NYSE
Graham Holdings Company will hold its 2024 Annual Meeting of Shareholders on May 7, 2024, to elect directors and conduct an advisory vote on executive compensation.

Institutional Holdings (13F)

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NYSE
Graham Holdings Co reported 6 holdings worth $1.1M for the period ended June 30, 2026.
NYSE
Graham Holdings Co. reported its institutional equity holdings for the quarter ended September 30, 2025, totaling $998,793 across six positions.
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Graham Holdings Co. filed its Q2 2025 13F-HR report, revealing its equity portfolio valued at $889,515 across five distinct holdings.
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Graham Holdings Co's latest 13F filing reveals its holdings as of March 31, 2025, with significant investments in Alphabet, Berkshire Hathaway, Markel Group, and Pubmatic.
NYSE
Graham Holdings Co reports its holdings as of December 31, 2024, with significant investments in Alphabet, Berkshire Hathaway, Markel Group, and PubMatic.
NYSE
Graham Holdings Co. reported its equity holdings as of September 30, 2024, in a Form 13F filing, revealing investments in five companies.

Schedule 13D - Activist Investments

NYSE
Timothy J. O'Shaughnessy, CEO of Graham Holdings Company, has filed an amended Schedule 13D indicating his beneficial ownership of Class B Common Stock has fallen below the 5% reporting threshold, marking his final amendment.

Schedule 13G - Passive Investments

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NYSE
Several Madison Avenue-affiliated entities and Eli Samaha have jointly reported beneficial ownership of 7.5% of Graham Holdings Company's Class B Common Stock as of June 30, 2026.
NYSE
Graham Holdings Company has filed an amendment to its Schedule 13G, reporting beneficial ownership of 8.9% of PubMatic, Inc. Class A common stock.
NYSE
Vanguard Capital Management has disclosed beneficial ownership of 170,911 shares, representing 5.04% of Graham Holdings Co.'s common stock, as of March 31, 2026.
NYSE
Vanguard Portfolio Management has reported beneficial ownership of 175,514 shares, representing 5.18% of the common stock of Graham Holdings Co., as of March 31, 2026.
NYSE
The Vanguard Group has amended its Schedule 13G filing for Graham Holdings Co, reporting 0% beneficial ownership following an internal realignment.
NYSE
Dimensional Fund Advisors LP has reported a 7.0% beneficial ownership stake in Graham Holdings Co common stock as of December 31, 2025.