USA TODAY Co., Inc.

Informe acción NYSE:TDAY

Capitalización de mercado: US$1.2b

USA TODAY Dirección

Dirección controles de criterios 4/4

El CEO de USA TODAY es Mike Reed , nombrado en Nov 2013, tiene una permanencia de 12.67 años. compensación anual total es $4.09M, compuesta por 22.1% salario y 77.9% primas, incluidas acciones y opciones de la empresa. posee directamente un 2.1% de las acciones de la empresa, por valor de $25.68M. La antigüedad media del equipo directivo y de la junta directiva es de 3.1 años y 6.7 años, respectivamente.

Información clave

Mike Reed

Chief Executive Officer (CEO)

US$4.1m

Compensación total

Porcentaje del salario del CEO22.11%
Permanencia del CEO12.7yrs
Participación del CEO2.1%
Permanencia media de la dirección3.1yrs
Promedio de permanencia en la Junta Directiva6.7yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa Jul 22

TDAY: Digital Revenue Shift Will Support Higher Earnings Visibility

Analysts have raised the USA Today price target to $10 from $8, citing expectations for in-line quarterly results, improving digital revenue trends, and a lower assumed future P/E multiple in their updated models. Analyst Commentary Bullish analysts see the recent price target revisions for USA TODAY as a vote of confidence in the company’s ability to execute on its current plans, especially around digital revenue.
Actualización de narrativa Jul 08

TDAY: Neutral Stance Will Persist As Profit Margins Drive Overvaluation

USA Today saw its analyst price target lifted from $6.75 to $8.05, as analysts point to updated assumptions for fair value, discount rate, revenue trajectory, profit margin outlook, and future P/E multiple to explain the change. What’s in the News for USA TODAY USA TODAY Co., Inc.
Actualización de narrativa Jun 23

TDAY: Richer P/E View And Digital Initiatives Will Support Balanced Upside Potential

Analysts have lifted their price target on USA Today to $8.05, up from $6.75, citing a higher fair value estimate and a willingness to apply a richer forward P/E multiple, despite more cautious assumptions for revenue growth and profit margins. What’s in the News for USA TODAY USA TODAY Co., Inc.
Artículo de análisis Jun 17

USA TODAY (TDAY) Stock Could Be 6.4% Undervalued After Marvel Deal

USA TODAY (TDAY) stock is in focus after the company announced a collaboration with Marvel Comics that introduces an exclusive Spider-Man TODAY digital series, along with broad Marvel comics access for USA TODAY PLAY subscribers. See our latest analysis for USA TODAY. At a share price of $7.76, USA TODAY has seen a 21.82% 90 day share price return and a 48.94% year to date share price return, while the 1 year total shareholder return of 125.58% and 3 year total shareholder return above 3x...
Actualización de narrativa Jun 04

TDAY: AI Voice Rollout And Neutral Rating Will Support Measured Upside Potential

Analysts have raised their price target on USA Today stock to $6.75 from $6.10, citing updated assumptions around fair value, discount rates, revenue trends, profit margins, and future P/E that are broadly in line with recent Street research. What’s in the News Stockholders did not approve multiple proposed amendments to USA TODAY Co., Inc.’s bylaws and charter at the June 1, 2026 Annual Meeting, including proposals to implement majority voting in uncontested director elections and to remove several supermajority voting requirements.
Seeking Alpha May 18

USA Today: A Strong Quarter Can't Mask Lasting Concerns

Summary USA Today’s Q1 2026 earnings show margin improvement and declining leverage, but not enough to warrant optimism. Digital revenue exhibits growth, but not enough to offset persistent declines in legacy print advertising. Structural challenges from audience migration to the web continue to undermine long-term sustainability. Despite short-term progress, legacy media headwinds remain a critical concern for future performance. Read the full article on Seeking Alpha
Actualización de narrativa May 14

TDAY: Digital Mix Shift And AI Licensing Will Support Measured Upside Potential

Analysts have raised the USA Today stock price target to a range of $6.75 to $8, reflecting updated views on its shift toward higher margin digital revenue, cost reduction efforts, and potential benefits from recent partnerships and legal developments. Analyst Commentary Recent research updates show a mixed but generally constructive tone around USA TODAY, with higher price targets reflecting shifting views on its digital pivot, cost actions, and balance sheet trajectory.
Actualización de narrativa Apr 24

TDAY: Meta AI Licensing And Digital Shift Will Support Higher Margin Revenues

Narrative update on USA Today analyst price target The consensus analyst price target for USA Today has moved higher by a few dollars, into a range that now reflects expectations for growing digital revenue contributions, monetization of its 179M monthly unique visitors, cost reductions of about $100m, progress on asset sales, and potential balance sheet improvement tied to its Google lawsuit and AI licensing agreements. Analyst Commentary Recent research updates show price targets moving higher into a mid single digit range, with analysts highlighting both upside drivers and execution risks as USA Today accelerates its shift toward digital revenue and works through its cost reduction and asset sale plans.
Actualización de narrativa Apr 10

TDAY: Meta AI Licensing Will Support Higher Margin Digital And AI Revenues

Analysts have raised their average price target for USA TODAY by $0.17, pointing to factors such as the ongoing shift toward higher margin digital revenue, progress on cost reductions and debt paydown, and potential upside from advertising, subscriptions, DMS launches, AI licensing, and the Google lawsuit. Analyst Commentary Recent research updates highlight a mix of optimism and caution around USA TODAY, with higher price targets reflecting both confidence in the digital transition and awareness of execution risks.
Actualización de narrativa Mar 26

TDAY: Meta AI Licensing Will Drive Higher Margin Digital Revenue Shift

Narrative Update: USA Today Analyst Price Target Shift The consensus analyst price target for USA Today has moved higher to reflect a fair value estimate near $8.04 per share. Analysts cite the ongoing shift toward higher margin digital revenue, expected benefits from cost reductions and asset sales, and potential upside from AI licensing and legal outcomes as key factors behind the recent price target increases to $6.75 and $8.
Actualización de narrativa Mar 11

TDAY: Meta AI Licensing And Digital Shift Will Shape Future Upside

Analysts have lifted their average fair value estimate for USA TODAY to about $7.93 from $7.12, citing growing confidence in the shift toward higher margin digital revenue, cost reduction efforts, and new monetization channels such as AI licensing deals and digital advertising. Analyst Commentary Recent research points to a more constructive stance on USA TODAY, with bullish analysts highlighting progress on the digital mix, cost actions, and new revenue streams as key inputs into higher fair value estimates.
Actualización de narrativa Feb 25

TDAY: Meta Content Partnership And Higher Future P/E Will Shape Upside Potential

Analysts lifted their price target on USA TODAY by $1, citing updated fair value and P/E assumptions that reflect a slightly lower discount rate, modestly different revenue and margin expectations, and a higher future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts see the updated fair value and P/E assumptions as support for a slightly higher price target, suggesting they view the current valuation as leaving some room for upside if execution aligns with their models.
Actualización de narrativa Feb 10

TDAY: Legal Upside And Margin Execution Will Shape Future Balance

Analysts have nudged their fair value estimate for USA TODAY up to $6.40 from $6.22, citing updated models that reflect recent Q3 inputs, a modestly lower discount rate, slightly weaker projected revenue growth, improved profit margin assumptions, and a reduced future P/E multiple in line with the latest Street research. Analyst Commentary Recent Street research on USA TODAY and its parent, Gannett, offers a mixed picture that hinges on how you view legal upside, execution on profitability, and valuation reset after Q3.
Actualización de narrativa Jan 26

TDAY: Google Case Optionality And Name Change Will Shape Future Balance

Narrative Update Analysts have lifted their price target on Gannett to US$5.10 from US$4.30, citing updated models following Q3 results and assigning a 50% probability that the company secures a US$230m award in its case against Google as a key factor behind the higher valuation range. Analyst Commentary Recent Street research around USA TODAY parent Gannett focuses heavily on how the ongoing case against Google feeds into the valuation range, alongside updated assumptions after Q3 results.
Actualización de narrativa Jan 12

TDAY: Legal Case And Name Change Will Shape Balanced Outlook

Narrative Update Analysts have raised their fair value estimate for Gannett shares from $5.76 to $6.22. The change reflects updated assumptions on the discount rate, profitability, and a modeled 50% probability that the company receives a $230 million award in its case against Google.
Artículo de análisis Nov 25

USA TODAY Co., Inc. (NYSE:TDAY) Surges 25% Yet Its Low P/S Is No Reason For Excitement

USA TODAY Co., Inc. ( NYSE:TDAY ) shares have had a really impressive month, gaining 25% after a shaky period...
Artículo de análisis Nov 07

Gannett's (NYSE:GCI) Profits May Be Overstating Its True Earnings Potential

Following the release of a positive earnings report recently, Gannett Co., Inc.'s ( NYSE:GCI ) stock performed well...
Artículo de análisis Nov 02

Gannett Co., Inc. (NYSE:GCI) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

The investors in Gannett Co., Inc. 's ( NYSE:GCI ) will be rubbing their hands together with glee today, after the...
Artículo de análisis Oct 10

Gannett Co., Inc.'s (NYSE:GCI) Prospects Need A Boost To Lift Shares

With a price-to-sales (or "P/S") ratio of 0.2x Gannett Co., Inc. ( NYSE:GCI ) may be sending bullish signals at the...
Artículo de análisis Aug 04

Gannett Co., Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Investors in Gannett Co., Inc. ( NYSE:GCI ) had a good week, as its shares rose 6.9% to close at US$4.02 following the...
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Nueva narrativa Aug 03

AI Deals And Snowflake Partnerships Will Drive Gains Amid Risks

AI partnerships and digital initiatives are fueling new revenue streams, improved ad targeting, and operational efficiency, driving stronger margins and reduced costs.
Artículo de análisis Jul 19

Gannett's (NYSE:GCI) Returns Have Hit A Wall

If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
Artículo de análisis May 08

Gannett's (NYSE:GCI) Earnings Might Be Weaker Than You Think

Solid profit numbers didn't seem to be enough to please Gannett Co., Inc.'s ( NYSE:GCI ) shareholders. Our analysis has...
Seeking Alpha Mar 30

Gannett Co., Inc.: A Deep Value Turnaround With Hidden Optionality

Summary Gannett is a business on the right track, currently offered by Mr. Market at a depressed valuation with attractive optionality and multiple catalysts. They are in the middle of turning the business into digital, which could eventually lead to multiple expansion. Gannett is involved in an ongoing legal case against Google which, depending on the outcome, could result in a meaningful cash inflow. There is also potential to unlock a new revenue stream by licensing their content to AI companies. The primary risk for investors is the current debt level, despite a significant reduction in current years. However, the fact that debtholder owns 8% of common shares speaks for itself. Read the full article on Seeking Alpha
Artículo de análisis Mar 09

Benign Growth For Gannett Co., Inc. (NYSE:GCI) Underpins Stock's 26% Plummet

Unfortunately for some shareholders, the Gannett Co., Inc. ( NYSE:GCI ) share price has dived 26% in the last thirty...
Artículo de análisis Jan 23

Gannett (NYSE:GCI) Seems To Be Using A Lot Of Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha Jan 20

Gannett: Digitization Efforts Already Priced In

Summary Gannett has successfully transitioned to a digital media company, but intense competition and high leverage limit further upside potential. I think future profitability is challenged by lower barriers to entry and more difficulty monetizing news. Gannett's leverage at 1.76x EBITDA and upcoming debt refinancing in 2026-2027 at higher interest rates pose significant financial risks. Shares are a hold with a fair value estimate of $6. Read the full article on Seeking Alpha
Artículo de análisis Oct 10

Gannett Co., Inc. (NYSE:GCI) Stock Catapults 31% Though Its Price And Business Still Lag The Industry

Gannett Co., Inc. ( NYSE:GCI ) shareholders would be excited to see that the share price has had a great month, posting...
Seeking Alpha Sep 23

After Summer Surge, Gannett No Longer Seems To Be A Value Buy

Summary Gannett surged since February, but now trades at a premium with a price/book ratio of 2.91, up from 0.93. The company still faces profitability issues despite increasing digital revenue and beating Q2 estimates by 11¢. Key risks include the ability to replace traditional revenue with digital and refinancing long-term debt due in 2026-2027. Gannett is no longer a bargain; I rate it a firm hold, monitoring debt refinancing and digital revenue growth. Read the full article on Seeking Alpha
Artículo de análisis Aug 27

Is Gannett (NYSE:GCI) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha Jul 02

Gannett Digital Revenue On The Rise, But No Profits Yet

Summary Gannett is adapting to new technologies, to increase digital revenue and offset print losses. The company is making progress towards reaching an inflection point where digital revenue surpasses print losses. Despite displaying red ink, Gannett shows promise in driving new growth, but investors need to be patient. Read the full article on Seeking Alpha
Artículo de análisis Jun 11

Gannett Co., Inc.'s (NYSE:GCI) Shares Bounce 33% But Its Business Still Trails The Industry

Despite an already strong run, Gannett Co., Inc. ( NYSE:GCI ) shares have been powering on, with a gain of 33% in the...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Mike Reed en comparación con los beneficios de USA TODAY?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$29m

Dec 31 2025US$4mUS$903k

US$2m

Sep 30 2025n/an/a

US$96m

Jun 30 2025n/an/a

US$116m

Mar 31 2025n/an/a

US$51m

Dec 31 2024US$4mUS$907k

-US$26m

Sep 30 2024n/an/a

-US$114m

Jun 30 2024n/an/a

-US$96m

Mar 31 2024n/an/a

-US$123m

Dec 31 2023US$4mUS$900k

-US$28m

Sep 30 2023n/an/a

US$28m

Jun 30 2023n/an/a

-US$24m

Mar 31 2023n/an/a

-US$65m

Dec 31 2022US$3mUS$860k

-US$78m

Sep 30 2022n/an/a

-US$133m

Jun 30 2022n/an/a

-US$64m

Mar 31 2022n/an/a

US$4m

Dec 31 2021US$8mUS$900k

-US$135m

Compensación vs. Mercado: La compensación total ($USD4.09M) de Mike está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD5.17M).

Compensación vs. Ingresos: La compensación de Mike ha sido consistente con los resultados de la empresa en el último año.


CEO

Mike Reed (60 yo)

12.7yrs
Permanencia
US$4,085,499
Compensación

Mr. Michael E. Reed, also known as Mike, is Chairman, President & CEO of Gannett Media Corp. He has been Chief Executive Officer, President and Director at USA TODAY Co., Inc. (formerly known as Gannett Co...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Michael Reed
Chairman12.7yrsUS$4.09m2.1%
$ 25.7m
Trisha Gosser
CFO, Senior VP- Finance & Investor Relations1.3yrsUS$1.38m0.094%
$ 1.1m
Cindy Gallagher
Controller2.9yrssin datos0.078%
$ 956.3k
Joseph Miranda
Chief Technology & Data Officer1.1yrssin datossin datos
Matthew Esposito
Head of Investor Relationsno datasin datossin datos
Polly Sack
Chief Legal Officer6.5yrsUS$330.00ksin datos
Lark-Marie Anton
Chief Communications and Brand Officerno datasin datossin datos
Jay Fogarty
Senior Vice President of Corporate Development6.5yrssin datossin datos
Samantha Howland
Chief People Officer6.5yrssin datossin datos
Jason Taylor
Chief Revenue Officer1.5yrssin datossin datos
Kristin Roberts
President of USA Today Media3.3yrssin datossin datos
Monica Richardson
Senior Vice President of USA Today’s Newsroom2.3yrssin datossin datos
3.1yrs
Permanencia media
59yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de TDAY se considera experimentado (3.1 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Michael Reed
Chairman12.7yrsUS$4.09m2.1%
$ 25.7m
Theodore Janulis
Independent Director12.5yrsUS$228.95k0.20%
$ 2.4m
Kevin Sheehan
Lead Independent Director12.7yrsUS$285.00k0.16%
$ 2.0m
Barbara Wall
Independent Director6.7yrsUS$241.05k0.30%
$ 3.7m
John Louis
Independent Director6.7yrsUS$241.05k0.48%
$ 5.8m
Debra Sandler
Independent Director6.7yrsUS$245.95k0.19%
$ 2.3m
Amy Reinhard
Independent Director4.3yrsUS$241.05k0.13%
$ 1.6m
Maha Al-Emam
Independent Director2.1yrsUS$225.00k0.057%
$ 694.9k
6.7yrs
Permanencia media
64.5yo
Promedio de edad

Junta con experiencia: La junta directiva de TDAY se considera experimentada (6.7 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/07/26 17:35
Precio de las acciones al final del día2026/07/24 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

USA TODAY Co., Inc. está cubierta por 10 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Jason BazinetCitigroup Inc
Matthew CondonCitizens JMP Securities, LLC
Andrew BooneCitizens JMP Securities, LLC