GHC
Graham Holdings CoPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Feb 25 Graham Holdings (GHC) reported mixed results for 2025 and Q4 2025. F…
- X Sep 15 Short interest jumps 29.3% to 223.2K
Signal stack
Where each data set points today.
- InsidersNO TRADES
No open-market buys or sells in 12 months. Recent filings are awards, exercises and tax withholding.
- InstitutionsMIXED
Q2 2026: 20 added (0 new), 21 trimmed or exited.
- EstimatesRISING
Current-quarter EPS estimate $17.460 → $18.360 over 90 days. 0 up, 1 down in 30 days.
- TrendUPTREND
3% above its 50-day average. New closing high $1,239.59 on Oct 22.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | DOUBLED | $73.8M |
| UBS Group AG | DOUBLED | $15.5M |
| AMERICAN CENTURY COMPANIES INC | ADD | $6.7M |
| Quadrature Capital Ltd | DOUBLED | $4.9M |
| CITIGROUP INC | ADD | $4.5M |
| DEUTSCHE BANK AG\ | TRIM | $3.9M |
| WELLS FARGO & COMPANY/MN | DOUBLED | $3.7M |
| BARCLAYS PLC | TRIM | $3.6M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
Price is above the highest target. Median implies −8%.Targets as of Oct 27, 2026.
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 1, 2026 | CONLEY DANIELLE Y. Director | AWARD | $21.6K |
| Oct 1, 2026 | Markell Jack A. Director | AWARD | $8.0K |
| Oct 1, 2026 | Davis Christopher C Director | AWARD | $27.3K |
| Oct 1, 2026 | MULCAHY ANNE M Director | AWARD | $23.9K |
| Oct 1, 2026 | WAGONER G RICHARD JR Director | AWARD | $23.9K |
| Aug 28, 2026 | Maas, Jacob Executive VP | TAX W/H | $580.8K |
| Aug 28, 2026 | Maas, Jacob Executive VP | AWARD | 1,000 sh |
| Aug 13, 2026 | GRAHAM DONALD Director | OTHER | 12,633 sh |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | $18.36 | $18.36–$18.36 | +5.2% | $1.3B |
| Next Q | $22.40 | $22.40–$22.40 | +13.1% | $1.4B |
| Current FY | $74.00 | $74.00–$74.00 | +7.2% | $5.2B |
| Next FY | $67.50 | $67.50–$67.50 | +0.7% | $5.4B |
Short side
FINRA· Oct 15, 2026SecBot reports
4 filings · 1 bullish · 0 bearish · 2 mixed · 1 neutral- MIXED INST-CLUSTERAug 14, 2026
A mixed institutional cluster in GHC during Q2 2026 shows 9 buyers accumulating $52.2M net (led by…
The cluster's mixed nature (9 buyers vs 7 sellers) and lack of insider buying suggest the Q2 earnings beat has not yet converted the broader institutional base. Watch for follow-on 13F filings from…
- BULLISH 8-KJul 30, 2026
Graham Holdings reported Q2 2026 revenue of $1.3025B (+7% YoY) and adjusted EPS of $19.46 (+36%…
The earnings beat on an adjusted basis and accelerated share repurchases signal management confidence. Monitor education segment stabilization post-KLG sale and healthcare margin trends. The stock…
- NEUTRAL DEFA14AMar 24, 2026
Graham Holdings Co filed a definitive proxy statement (DEFA14A) for its 2026 annual shareholder…
This is a standard, non-material filing. Traders should note the director election but no trading action is warranted based on this document alone.
- MIXED 8-KFeb 25, 2026
Graham Holdings (GHC) reported mixed results for 2025 and Q4 2025. Full-year revenue grew 3% to…
The stock may react negatively to the significant decline in profitability despite revenue growth, particularly the sharp drop in television broadcasting revenue. However, the strong performance in…
All GHC filing & press-release reports (4)
- INST-CLUSTER reportAug 14, 2026
- 8-K reportJul 30, 2026
- DEFA14A reportMar 24, 2026
- 8-K reportFeb 25, 2026