GHC

A lackluster earnings announcement from Graham Holdings Company (NYSE:GHC) last week didn't sink the stock price. However, we believe that investors should be aware of some underlying factors which may be of concern. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. Importantly, our data indicates that Graham Holdings' profit received a boost of US$44m in unusual items, over the last year. While we like to see profit increases, we tend to be a little more cautious when unusual items have made a big contribution. We ran the numbers on most publicly listed companies worldwide, and it's very common for unusual items to be once-off in nature. And that's as you'd expect, given these boosts are described as 'unusual'. If Graham Holdings doesn't see that contribution repeat, then all else being equal we'd expect its profit to drop over the current year. That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. Arguably, Graham Holdings' statutory earnings have been distorted by unusual items boosting profit. Because of this, we think that it may be that Graham Holdings' statutory profits are better than its underlying earnings power. But the good news is that its EPS growth over the last three years has been very impressive. At the end of the day, it's essential to consider more than just the factors above, if you want to understand the company properly. Keep in mind, when it comes to analysing a stock it's worth noting the risks involved. In terms of investment risks, we've identified 1 warning sign with Graham Holdings, and understanding it should be part of your investment process. This note has only looked at a single factor that sheds light on the nature of Graham Holdings' profit. But there are plenty of other ways to inform your opinion of a company. Some people consider a high return on equity to be a good sign of a quality business. So you may wish to see this free collection of companies boasting high return on equity, or this list of stocks with high insider ownership. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com. This article by Simp...

ARLINGTON, Va., May 05, 2026--(BUSINESS WIRE)--Graham Holdings Company (NYSE: GHC) today declared a regular quarterly dividend of $1.88 per share, payable on August 6, 2026, to shareholders of record on July 16, 2026. View source version on businesswire.com: https://www.businesswire.com/news/home/20260505079562/en/ Contacts Wallace R. Cooney (703) 345-6470 [email protected]

ARLINGTON, Va., April 30, 2026--(BUSINESS WIRE)--Graham Holdings Company (NYSE: GHC) today reported its financial results for the first quarter of 2026. The Company also filed its Form 10-Q today for the quarter ended March 31, 2026 with the Securities and Exchange Commission. Division Operating Results Revenue for the first quarter of 2026 was $1,236.0 million, up 6% from $1,165.9 million in the first quarter of 2025. Revenues increased at education, television broadcasting, healthcare and manufacturing, partially offset by declines at automotive and other businesses. The Company reported operating income of $57.8 million for the first quarter of 2026, compared to $47.5 million for the first quarter of 2025. The increase in operating results is due to improved results at television broadcasting, manufacturing and other businesses, partially offset by declines at education, healthcare and automotive. The Company reported adjusted operating cash flow (non-GAAP) of $112.9 million for the first quarter of 2026, compared to $88.0 million for the first quarter of 2025. Adjusted operating cash flow increased at education, television broadcasting, manufacturing and other businesses, partially offset by declines at healthcare and automotive. Capital expenditures totaled $20.9 million and $14.1 million for the first quarter of 2026 and 2025, respectively. Acquisitions and Dispositions of Businesses In the first quarter of 2026, the Company entered into an agreement to sell the Kaplan Languages Group (KLG) included in Kaplan International, with an expected closing date of May 1, 2026. At March 31, 2026, the Company classified the assets and liabilities of KLG as held for sale; the Company also recorded a $19.0 million pre-tax impairment charge in the first quarter of 2026 related to the KLG business. In March 2026, Graham Healthcare Group acquired Covenant Home Health of Havertown, PA, a home health provider in Eastern Pennsylvania. Debt, Cash and Marketable Equity Securities At March 31, 2026, the Company had $822.0 million in borrowings outstanding at an average interest rate of 5.8%, including $149.1 million outstanding on its $400 million revolving credit facility. Cash, marketable equity securities and other investments totaled $1,171.8 million at March 31, 2026, excluding KLG cash classified as held for sale. Overall, the Company recognized $68.9 million in net...

Graham Holdings recently reported past fourth-quarter and full-year 2025 results showing slightly higher sales at US$1,251.02 million for the quarter and US$4.91 billion for the year, but much lower net income of US$108.72 million and US$292.29 million respectively, alongside US$10.10 million of impairment charges. The sharp drop in basic earnings per share from continuing operations, from US$126.63 to US$24.93 in the quarter and from US$164.62 to US$67.11 for the year, contrasts with the company’s decision to maintain a regular quarterly dividend of US$1.88 per share. Against this backdrop of weaker earnings and impairment charges, we’ll examine how these developments reshape Graham Holdings’ investment narrative. We've uncovered the 13 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them. To own Graham Holdings, you have to be comfortable with a diversified, somewhat idiosyncratic company where earnings can swing quite a bit from year to year, even when revenue inches higher. The latest quarter underlines that tension: sales ticked up to US$1.25 billion and full-year revenue reached US$4.91 billion, yet net income and EPS fell sharply, with another US$10.10 million of impairments layered on top of earlier charges. At the same time, management affirmed a US$1.88 quarterly dividend and recently refinanced debt with longer-dated notes, signaling a clear preference to project stability despite thinner margins and low return on equity. In the near term, the key catalyst is whether underlying businesses can convert modest revenue growth into cleaner, less impairment-heavy earnings, as repeated charges and lumpy profits remain one of the biggest watchpoints for shareholders. However, one risk investors should be aware of is the recurring pattern of impairment charges. Despite retreating, Graham Holdings' shares might still be trading above their fair value and there could be some more downside. Discover how much. Three fair value estimates from the Simply Wall St Community span from about US$995 to a very large US$2.32 billion, underscoring just how far apart individual views can be. Set against recent earnings compression and weaker profit margins, that spread reflects very different expectations about how sustainably Graham Holdings can translate its revenue base into long term, high quality earnings. Explore 3 other fair v...

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Graham Holdings, NYSE:GHC, reported significant impairment charges tied to its 2025 results. The company also reported a sharp drop in annual net income for 2025. These items came alongside a recent share price of $1,053.21. The 2025 impairment charges and lower net income come at a time when Graham Holdings shares have had mixed recent moves. The stock is down 1.5% over the past week and 9.7% over the past month, while still showing a 9.7% gain over the past year and a 73.8% return over three years. At a current share price of $1,053.21, NYSE:GHC is trading at a level that reflects its historical record of compounding, even as near-term results come under pressure. For investors, the scale and nature of these impairments, together with the net income impact, may influence how the quality and durability of Graham Holdings' earnings are viewed. The market reaction so far has been modest year to date, with a 3.1% decline. This indicates that some of this news may already be reflected in the share price, while the full implications for future cash flows and capital allocation remain uncertain. Stay updated on the most important news stories for Graham Holdings by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Graham Holdings. Is Graham Holdings's dividend sustainable? Check out what every dividend investor needs to know in our dividend analysis. ⚖️ Price vs Analyst Target: At US$1,053.21, the share price is about 5.9% above the US$995 analyst target, a relatively small premium. ✅ Simply Wall St Valuation: Simply Wall St flags the shares as trading about 60.7% below its estimate of fair value. ❌ Recent Momentum: The 30 day return of roughly 9.7% decline hints at weak short term sentiment following the impairment news. There is only one way to know the right time to buy, sell or hold Graham Holdings: review detailed analysis and data. Head to Simply Wall St's company report for the latest analysis of Graham Holdings's Fair Value. 📊 The 2025 impairment charges and lower net income suggest reported earnings quality is being affected by large one off items. 📊 Keep an eye on profit margin trends, now at 5.9% versus 15% last year, along with any future commentary on further write downs...

ARLINGTON, Va., February 24, 2026--(BUSINESS WIRE)--Graham Holdings Company (NYSE: GHC) today declared a regular quarterly dividend of $1.88 per share, payable on May 7, 2026, to shareholders of record on April 16, 2026. View source version on businesswire.com: https://www.businesswire.com/news/home/20260224136704/en/ Contacts Wallace R. Cooney (703) 345-6470 [email protected]

ARLINGTON, Va., February 25, 2026--(BUSINESS WIRE)--Graham Holdings Company (NYSE: GHC) today reported its financial results for the fourth quarter and full year of 2025. The Company also filed its Form 10-K today for the year ended December 31, 2025 with the Securities and Exchange Commission. Division Operating Results Revenue for 2025 was $4,911.6 million, up 3% from $4,790.9 million in 2024. Revenues increased at education, healthcare, manufacturing and other businesses, partially offset by declines at television broadcasting and automotive. The Company reported operating income for 2025 of $234.9 million, compared to $215.5 million in 2024. Excluding goodwill and other long-lived asset impairment charges, operating results were down in 2025, due to declines at television broadcasting and automotive, partially offset by increases at education, healthcare, manufacturing and other businesses. The Company reported adjusted operating cash flow (non-GAAP) for 2025 of $407.1 million, compared to $447.0 million in 2024. Adjusted operating cash flow declined at television broadcasting and automotive, partially offset by increases at education, healthcare, manufacturing, and other businesses. Capital expenditures totaled $79.8 million and $93.1 million for 2025 and 2024, respectively. For the fourth quarter of 2025, revenue was $1,251.0 million, up slightly from $1,245.8 million in 2024. Revenues increased at education, healthcare and manufacturing, partially offset by declines at television broadcasting, automotive and other businesses. The Company reported operating income of $47.6 million in the fourth quarter of 2025, compared to $72.5 million in 2024. Excluding goodwill and other long-lived asset impairment charges, operating results were down in the fourth quarter of 2025, due to declines at television broadcasting, manufacturing and automotive, partially offset by increases at healthcare, other businesses and education. The Company reported adjusted operating cash flow (non-GAAP) for the fourth quarter of 2025 of $97.6 million, compared to $139.6 million in 2024. Adjusted operating cash flow declined at television broadcasting, manufacturing, automotive and education, partially offset by increases at healthcare and other businesses. Capital expenditures totaled $25.7 million and $27.1 million for the fourth quarter of 2025 and 2024, respectively. Acquisiti...

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks' without any revenue, let alone profit. But as Peter Lynch said in One Up On Wall Street, 'Long shots almost never pay off.' While a well funded company may sustain losses for years, it will need to generate a profit eventually, or else investors will move on and the company will wither away. In contrast to all that, many investors prefer to focus on companies like Graham Holdings (NYSE:GHC), which has not only revenues, but also profits. Now this is not to say that the company presents the best investment opportunity around, but profitability is a key component to success in business. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. In business, profits are a key measure of success; and share prices tend to reflect earnings per share (EPS) performance. Which is why EPS growth is looked upon so favourably. It is awe-striking that Graham Holdings' EPS went from US$51.47 to US$167 in just one year. Even though that growth rate may not be repeated, that looks like a breakout improvement. Top-line growth is a great indicator that growth is sustainable, and combined with a high earnings before interest and taxation (EBIT) margin, it's a great way for a company to maintain a competitive advantage in the market. The good news is that Graham Holdings is growing revenues, and EBIT margins improved by 13.8 percentage points to 22%, over the last year. Both of which are great metrics to check off for potential growth. The chart below shows how the company's bottom and top lines have progressed over time. To see the actual numbers, click on the chart. See our latest analysis for Graham Holdings While it's always good to see growing profits, you should always remember that a weak balance sheet could come back to bite. So check Graham Holdings' balance sheet strength, before getting too excited. Owing to the size of Graham Holdings, we wouldn't expect insiders to hold a significant proportion of the company. But we do take comfort from the fact that they are investors in the company. Indeed, they have a considerable amount of wealth invested in it, currently valued at US$1.6b. Coming in at 32% of the business, that holding gives insiders a lot of influence, and plenty of reason to generate value...

ARLINGTON, Va., January 15, 2026--(BUSINESS WIRE)--Graham Holdings Company (NYSE: GHC) today declared a regular quarterly dividend of $1.88 per share, payable on February 19, 2026, to shareholders of record on February 4, 2026. View source version on businesswire.com: https://www.businesswire.com/news/home/20260115387811/en/ Contacts Wallace R. Cooney (703) 345-6470 [email protected]

Graham Holdings (GHC) reported Q3 adjusted earnings Wednesday of $14.08 per diluted share, compared

ARLINGTON, Va., October 29, 2025--(BUSINESS WIRE)--Graham Holdings Company (NYSE: GHC) today reported its financial results for the third quarter of 2025. The Company also filed its Form 10-Q today for the quarter ended September 30, 2025 with the Securities and Exchange Commission. Division Operating Results Revenue for the third quarter of 2025 was $1,278.9 million, up 6% from $1,207.2 million in the third quarter of 2024. Revenues increased at education, manufacturing and healthcare, partially offset by declines at television broadcasting and automotive. The Company reported operating income of $67.1 million for the third quarter of 2025, compared to $81.6 million for the third quarter of 2024. The decrease in operating results is due to declines at television broadcasting and automotive, partially offset by improved results at education, manufacturing, healthcare and other businesses. The Company reported adjusted operating cash flow (non-GAAP) of $110.1 million for the third quarter of 2025, compared to $126.1 million for the third quarter of 2024. Adjusted operating cash flow declined at television broadcasting and automotive, partially offset by increases at education, manufacturing, healthcare and other businesses. Capital expenditures totaled $20.2 million and $23.8 million for the third quarter of 2025 and 2024, respectively. Revenue for the first nine months of 2025 was $3,660.5 million, up 3% from $3,545.1 million in the first nine months of 2024. Revenues increased at education, manufacturing, healthcare and other businesses, partially offset by declines at television broadcasting and automotive. The Company reported operating income of $187.4 million for the first nine months of 2025, compared to $143.0 million for the first nine months of 2024. Excluding goodwill and other long-lived asset impairment charges, the improvement in operating results is due to increases at education, manufacturing and healthcare, partially offset by declines at television broadcasting and automotive. The Company reported adjusted operating cash flow (non-GAAP) of $309.5 million for the first nine months of 2025, compared to $307.4 million for the first nine months of 2024. Adjusted operating cash flow increased at education, manufacturing and healthcare, partially offset by declines at television broadcasting, automotive and other businesses. Capital expenditures t...

Graham Holdings recently declared a regular quarterly dividend of $1.80 per share, demonstrating its commitment to shareholder value. The company's share price rose 20% over the last quarter, a move potentially supported by its strong earnings report and financial health. With reported revenue of $1.2 billion and a bounce back to profitability from a previous loss, Graham Holdings illustrated its operational strength. This performance aligns with broader market trends, as major U.S. indexes reached record highs amidst inflation data that reinforced interest rate cut expectations, providing a favorable context for GHC's positive movement. Buy, Hold or Sell Graham Holdings? View our complete analysis and fair value estimate and you decide. Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 29 best rare earth metal stocks of the very few that mine this essential strategic resource. Over the past five years, Graham Holdings (GHC) enjoyed a total return, including share price appreciation and dividends, of 172.45%. In the past year alone, GHC outpaced the broader US market and the Consumer Services industry, which saw returns of 20% and 23.8%, respectively. This robust performance reflects well on the company's long-term capacity to generate shareholder value. The company's recent operational resilience, underscored by its return to profitability and strong earnings growth, could positively influence revenue and earnings forecasts. These improvements align with positive market conditions reflected in recent interest rate expectations and major index movements. However, the current share price of $1,138.85 diverges from the consensus analyst price target of $785.00. This difference may indicate a market expectation of future earnings strength or other growth drivers not fully captured in analyst estimates. As such, stakeholders may view GHC's current price dynamic with interest, considering the extensive past gains against forward-looking targets. Gain insights into Graham Holdings' historical outcomes by reviewing our past performance report. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articl...