TDAY
USA TODAY Co., Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S Feb 6 1 insider sell $78.8K at $5.85
- R Jun 12 A strong institutional cluster formed in TDAY during Q3 2024, with 1…
- R Aug 6 USA TODAY Co. reported Q2 2026 revenue of $536.3M, down 8.3% YoY and…
Signal stack
Where each data set points today.
- InsidersBEARISH
1 insider sold $78.8K.
- InstitutionsBULLISH
Q2 2026: 16 added (0 new), 10 trimmed or exited.
- AnalystsBULLISH
9 of 12 rate it Buy or better. Median target $10.00 (+48%).
- Short sellersSTEADY
Short interest −6.1% to 25.47M shares. 12.1 days to cover, ≈17.4% of shares.
- TrendUPTREND
1% above its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | TRIM | $42.7M |
| BANK OF AMERICA CORP /DE/ | DOUBLED | $29.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | $21.0M |
| FMR LLC | ADD | $16.0M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | $4.2M |
| OP Asset Management Ltd | DOUBLED | $3.0M |
| STATE OF WISCONSIN INVESTMENT BOARD | TRIM | $2.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | TRIM | $2.3M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
12 analystsPrice is inside the target range. Median implies +48%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| Aug 7, 2026 | Rosenblatt MAINTAIN | Buy |
| Jul 14, 2026 | Citizens MAINTAIN | Market Outperform |
| Jun 5, 2026 | Citigroup MAINTAIN | Neutral |
| Jun 4, 2026 | Rosenblatt MAINTAIN | Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 30, 2026 | Louis John Jeffry Director | AWARD | 4,769 sh |
| Aug 11, 2026 | Reed Michael Chief Executive Officer | AWARD | 383,771 sh |
| Aug 11, 2026 | Gallagher Cindy CAO | AWARD | 51,169 sh |
| Aug 11, 2026 | Gosser Trisha CFO | AWARD | 87,719 sh |
| Aug 6, 2026 | Gosser Trisha CFO | TAX W/H | $26.6K |
| Aug 6, 2026 | Reed Michael Chief Executive Officer | EXERCISE | 113,379 sh |
| Aug 6, 2026 | Reed Michael Chief Executive Officer | TAX W/H | $463.0K |
| Aug 6, 2026 | Gallagher Cindy CAO | EXERCISE | 9,070 sh |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Sep 30, 2026SecBot reports
7 filings · 1 bullish · 1 bearish · 5 neutral- NEUTRAL 8-KSep 15, 2026
USA TODAY Co. appointed Tim Allen, CEO of Babbel, as an independent director, expanding the board…
Monitor for any future strategic shifts or digital transformation initiatives that Allen's appointment may signal, but no immediate trading catalyst is present.
- BEARISH 8-KAug 6, 2026
USA TODAY Co. reported Q2 2026 revenue of $536.3M, down 8.3% YoY and 6.1% on a same-store basis…
The persistent revenue decline (-8.3% YoY) and guidance for flat-to-down same-store revenue suggest the print-to-digital transition is still not offsetting legacy declines. Monitor Q3 for whether…
- BULLISH INST-CLUSTERJun 12, 2026
A strong institutional cluster formed in TDAY during Q3 2024, with 12 buyers accumulating $14.1M…
The concentrated buying by active managers (Marshall Wace, Tudor, Arrowstreet, Lazard) and quant fund Citadel suggests a catalyst-driven thesis. The near-exit by Verition is a minor contrarian note…
- NEUTRAL INST-CLUSTERJun 11, 2026
Institutional activity in TDAY for Q3 2025 shows a mixed cluster: three buyers (Schwab, Citadel…
The mixed cluster with quant doubling suggests some conviction, but the small net dollar amount and passive trimming limit the signal. Monitor for a catalyst (e.g., earnings or strategic update)…
All TDAY filing & press-release reports (7)
- 8-K reportSep 15, 2026
- 8-K reportAug 6, 2026
- INST-CLUSTER reportJun 12, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportMay 12, 2026
- DEFA14A reportApr 17, 2026
- INST-CLUSTER reportFeb 28, 2026