View ValuationGraham Holdings 将来の成長Future 基準チェック /06 Graham Holdingsは収益が増加すると予測されています。主要情報n/a収益成長率n/aEPS成長率Consumer Services 収益成長13.0%収益成長率5.8%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日07 Apr 2026今後の成長に関する最新情報Price Target Changed • Oct 21Price target increased by 20% to US$945Up from US$785, the current price target is provided by 1 analyst. New target price is 5.6% below last closing price of US$1,001. Stock is up 27% over the past year. The company posted earnings per share of US$165 last year.Price Target Changed • Dec 19Price target increased by 18% to US$765Up from US$650, the current price target is provided by 1 analyst. New target price is 12% below last closing price of US$870. Stock is up 27% over the past year. The company posted earnings per share of US$43.96 last year.Price Target Changed • Aug 08Price target increased by 9.6% to US$685Up from US$625, the current price target is provided by 1 analyst. New target price is 5.4% below last closing price of US$724. Stock is up 23% over the past year. The company posted earnings per share of US$43.96 last year.すべての更新を表示Recent updatesお知らせ • May 13Decile Expands Ai Analyst Capabilities to Include Instant Audience GenerationDecile, an AI-powered ecommerce analytics platform, announced the expansion of its AI analyst, Luma by Decile, introducing instant audience generation. The release launches the ability to create audience segments directly from Luma conversations, allowing ecommerce teams to turn natural language requests into ready-to-use customer segments within seconds. Each segment includes a name, description, size and underlying logic, for immediate campaign activation. With the new capability, users can ask Luma to define a customer group, such as recent purchasers or high-LTV customers, and receive a ready-to-use audience immediately. Luma generates a structured segment card within the chat interface, complete with a suggested name, description, audience size and the underlying logic. Users can choose whether the audience is static, or auto-refreshed for dynamic segments. Ecommerce teams can then review the segment, make edits if needed, and choose to save or dismiss it on the spot. Once saved, the new audience appears immediately in the user's audience library. It can be sent to marketing and advertising platforms directly from Decile for one-click activation. In addition to automatic generation, Luma gives operators full control to refine segments before saving: Edit audience names and descriptions directly within the chat; See character limits and inline validation in real time; Reset edits back to Luma's original suggestions with a single click. This balance of automation and control ensures teams can move quickly without sacrificing precision or governance. Building audiences has often required coordination across analytics, engineering, and marketing teams, along with manual queries and delays between insight and action. Luma by Decile removes that friction by generating segments from the same data model used for analysis, maintaining consistency from discovery through execution. The result is a faster, more intuitive workflow where ecommerce teams can: Identify marketing opportunities; Instantly build target audiences; Activate campaigns without delay. This launch represents a significant step forward in Decile's vision for Luma as a true AI analyst that doesn't just answer questions, but enables business outcomes. As brands face increasing pressure to act on data in real time, the ability to move seamlessly from analysis to execution is becoming a competitive necessity. With instant audience generation, Luma seamlessly connects powerful CDP capabilities with advanced analytics and pulls it all together into a single, unified experience.Declared Dividend • May 11Dividend of US$1.88 announcedShareholders will receive a dividend of US$1.88. Ex-date: 16th July 2026 Payment date: 6th August 2026 Dividend yield will be 0.7%, which is lower than the industry average of 2.1%. Payout Ratios Payout ratio: 11%. Cash payout ratio: 11%.お知らせ • May 07Graham Holdings Company announces Quarterly dividend, payable on August 06, 2026Graham Holdings Company announced Quarterly dividend of USD 1.8800 per share payable on August 06, 2026, ex-date on July 16, 2026 and record date on July 16, 2026.Reported Earnings • May 01First quarter 2026 earnings released: EPS: US$6.72 (vs US$5.53 in 1Q 2025)First quarter 2026 results: EPS: US$6.72 (up from US$5.53 in 1Q 2025). Revenue: US$1.24b (up 6.0% from 1Q 2025). Net income: US$29.1m (up 22% from 1Q 2025). Profit margin: 2.4% (up from 2.0% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Apr 09Upcoming dividend of US$1.88 per shareEligible shareholders must have bought the stock before 16 April 2026. Payment date: 07 May 2026. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (2.3%).お知らせ • Mar 25Graham Holdings Company, Annual General Meeting, May 05, 2026Graham Holdings Company, Annual General Meeting, May 05, 2026. Location: the hamilton, 600 14th street, n.w., washington, d.c, 20005, United StatesSeeking Alpha • Mar 23Graham Holdings: Deeply UndervaluedSummary Graham Holdings Company is a highly diversified holding company with five distinct operating segments, offering significant internal diversification. GHC’s Healthcare and Education segments are driving revenue and profit growth, while other segments have shown mixed or declining performance. The stock trades at a low EV/EBITDA multiple, supported by a strong net cash position of $519.6 million, making current valuation attractive. Potential asset sales or a breakup could unlock 55.6% to 123.2% equity upside, justifying a very solid ‘buy’ rating. Read the full article on Seeking AlphaDeclared Dividend • Feb 27Dividend of US$1.88 announcedShareholders will receive a dividend of US$1.88. Ex-date: 16th April 2026 Payment date: 7th May 2026 Dividend yield will be 0.7%, which is lower than the industry average of 2.1%. Payout Ratios Payout ratio: 11%. Cash payout ratio: 12%.Reported Earnings • Feb 25Full year 2025 earnings released: EPS: US$67.49 (vs US$165 in FY 2024)Full year 2025 results: EPS: US$67.49 (down from US$165 in FY 2024). Revenue: US$4.91b (up 2.5% from FY 2024). Net income: US$292.3m (down 59% from FY 2024). Profit margin: 6.0% (down from 15% in FY 2024). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 25Graham Holdings Company Reports Unaudited Consolidated Impairment Charges for the Fourth Quarter Ended December 31, 2025Graham Holdings Company reported unaudited consolidated impairment charges for the fourth quarter ended December 31, 2025. For the quarter, the company reported impairment of intangible and other long-lived assets of $10,100,000 compared to $23,535,000 a year ago.お知らせ • Feb 24Graham Holdings Company Declares Regular Quarterly Dividend, Payable on May 7, 2026Graham Holdings Company declared a regular quarterly dividend of $1.88 per share, payable on May 7, 2026, to shareholders of record on April 16, 2026.分析記事 • Jan 25Do Graham Holdings' (NYSE:GHC) Earnings Warrant Your Attention?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Declared Dividend • Jan 19Third quarter dividend increased to US$1.88Dividend of US$1.88 is 4.4% higher than last year. Ex-date: 4th February 2026 Payment date: 19th February 2026 Dividend yield will be 0.6%, which is lower than the industry average of 2.1%. Payout Ratios Payout ratio: 5%. Cash payout ratio: 9%.お知らせ • Jan 16Graham Holdings Company Declares Regular Quarterly Dividend, Payable on February 19, 2026Graham Holdings Company on January 15, 2026 declared a regular quarterly dividend of $1.88 per share, payable on February 19, 2026, to shareholders of record on February 4, 2026.Recent Insider Transactions Derivative • Nov 16President exercised options and sold US$1.5m worth of stockOn the 11th of November, Timothy O’Shaughnessy exercised 7.58k options at around US$872, then sold 7k of the shares acquired at an average of US$213 per share and kept the remainder. For the year to December 2018, Timothy's total compensation was 31% salary and 69% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Timothy's direct individual holding has increased from 84.75k shares to 141.34k. Company insiders have collectively sold US$3.0m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: US$28.36 (vs US$16.55 in 3Q 2024)Third quarter 2025 results: EPS: US$28.36 (up from US$16.55 in 3Q 2024). Revenue: US$1.28b (up 5.9% from 3Q 2024). Net income: US$122.9m (up 71% from 3Q 2024). Profit margin: 9.6% (up from 6.0% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 29Graham Holdings Company Reports Unaudited Consolidated Impairment Charges for the Third Quarter Ended September 30, 2025Graham Holdings Company reported unaudited consolidated impairment charges for the third quarter ended September 30, 2025. For the quarter, the company reported Impairment of intangible and other long-lived assets of $2,235,000.Price Target Changed • Oct 21Price target increased by 20% to US$945Up from US$785, the current price target is provided by 1 analyst. New target price is 5.6% below last closing price of US$1,001. Stock is up 27% over the past year. The company posted earnings per share of US$165 last year.Valuation Update With 7 Day Price Move • Oct 10Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$953, the stock trades at a trailing P/E ratio of 6.1x. Average forward P/E is 16x in the Consumer Services industry in the US. Total returns to shareholders of 74% over the past three years.Upcoming Dividend • Oct 09Upcoming dividend of US$1.80 per shareEligible shareholders must have bought the stock before 16 October 2025. Payment date: 06 November 2025. Payout ratio is a comfortable 4.5% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (2.1%).Recent Insider Transactions Derivative • Oct 02President exercised options and sold US$2.1m worth of stockOn the 29th of September, Timothy O’Shaughnessy exercised 7.58k options at around US$872, then sold 7k of the shares acquired at an average of US$1,191 per share and kept the remainder. For the year to December 2018, Timothy's total compensation was 31% salary and 69% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Timothy's direct individual holding has increased from 281.95k shares to 283.67k. Company insiders have collectively sold US$5.5m more than they bought, via options and on-market transactions in the last 12 months.Board Change • Oct 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 7 highly experienced directors. Independent Director Jack Markell was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.分析記事 • Sep 29Is Now The Time To Put Graham Holdings (NYSE:GHC) On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Declared Dividend • Sep 14Second quarter dividend of US$1.80 announcedShareholders will receive a dividend of US$1.80. Ex-date: 16th October 2025 Payment date: 6th November 2025 Dividend yield will be 0.6%, which is lower than the industry average of 2.1%. Payout Ratios Payout ratio: 4%. Cash payout ratio: 7%.お知らせ • Sep 11Graham Holdings Company Declares Regular Quarterly Dividend, Payable on November 6, 2025Graham Holdings Company declared a regular quarterly dividend of $1.80 per share, payable on November 6, 2025, to shareholders of record on October 16, 2025.分析記事 • Aug 27It's A Story Of Risk Vs Reward With Graham Holdings Company (NYSE:GHC)Graham Holdings Company's ( NYSE:GHC ) price-to-earnings (or "P/E") ratio of 7x might make it look like a strong buy...Recent Insider Transactions Derivative • Aug 22Executive Vice President exercised options and sold US$468k worth of stockOn the 19th of August, Jacob Maas exercised 2.00k options at around US$805, then sold 2k of the shares acquired at an average of US$1,072 per share and kept the remainder. Since December 2024, Jacob's direct individual holding has increased from 2.55k shares to 4.29k. Company insiders have collectively sold US$5.6m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Jul 31Second quarter 2025 earnings released: EPS: US$8.48 (vs US$4.79 loss in 2Q 2024)Second quarter 2025 results: EPS: US$8.48 (up from US$4.79 loss in 2Q 2024). Revenue: US$1.22b (up 2.6% from 2Q 2024). Net income: US$36.7m (up US$57.8m from 2Q 2024). Profit margin: 3.0% (up from net loss in 2Q 2024). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Jul 28Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.4% to US$915. The fair value is estimated to be US$1,147, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 54%.分析記事 • Jul 19Is Graham Holdings (NYSE:GHC) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Upcoming Dividend • Jul 10Upcoming dividend of US$1.80 per shareEligible shareholders must have bought the stock before 17 July 2025. Payment date: 07 August 2025. Payout ratio is a comfortable 4.9% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (1.9%).Buy Or Sell Opportunity • Jul 07Now 21% undervaluedOver the last 90 days, the stock has risen 3.3% to US$913. The fair value is estimated to be US$1,159, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 54%.分析記事 • Jun 20Here's Why We Think Graham Holdings (NYSE:GHC) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • May 22When Should You Buy Graham Holdings Company (NYSE:GHC)?Graham Holdings Company ( NYSE:GHC ), is not the largest company out there, but it saw significant share price movement...Declared Dividend • May 09Dividend of US$1.80 announcedShareholders will receive a dividend of US$1.80. Ex-date: 17th July 2025 Payment date: 7th August 2025 Dividend yield will be 0.7%, which is lower than the industry average of 2.1%. Payout Ratios Payout ratio: 5%. Cash payout ratio: 8%.お知らせ • May 09Graham Holdings Company Declares Regular Quarterly Dividend, Payable on August 7, 202Graham Holdings Company declared a regular quarterly dividend of $1.80 per share, payable on August 7, 2025, to shareholders of record on July 17, 2025.分析記事 • May 05A Look At The Fair Value Of Graham Holdings Company (NYSE:GHC)Key Insights Using the 2 Stage Free Cash Flow to Equity, Graham Holdings fair value estimate is US$1,123 With US$946...Reported Earnings • May 01First quarter 2025 earnings released: EPS: US$5.53 (vs US$27.88 in 1Q 2024)First quarter 2025 results: EPS: US$5.53 (down from US$27.88 in 1Q 2024). Revenue: US$1.17b (up 1.1% from 1Q 2024). Net income: US$23.9m (down 81% from 1Q 2024). Profit margin: 2.0% (down from 11% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.分析記事 • Apr 22Graham Holdings Company (NYSE:GHC) Screens Well But There Might Be A CatchGraham Holdings Company's ( NYSE:GHC ) price-to-earnings (or "P/E") ratio of 5.3x might make it look like a strong buy...Upcoming Dividend • Apr 10Upcoming dividend of US$1.80 per shareEligible shareholders must have bought the stock before 17 April 2025. Payment date: 08 May 2025. Payout ratio is a comfortable 4.2% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of American dividend payers (4.9%). Lower than average of industry peers (2.1%).分析記事 • Apr 08These 4 Measures Indicate That Graham Holdings (NYSE:GHC) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Mar 27Graham Holdings Company, Annual General Meeting, May 06, 2025Graham Holdings Company, Annual General Meeting, May 06, 2025. Location: the hamilton 600 14th street n w, washington dc 20005, United StatesDeclared Dividend • Feb 28Dividend of US$1.80 announcedShareholders will receive a dividend of US$1.80. Ex-date: 17th April 2025 Payment date: 8th May 2025 Dividend yield will be 0.7%, which is lower than the industry average of 2.1%. Payout Ratios Payout ratio: 4%. Cash payout ratio: 10%.お知らせ • Feb 27Graham Holdings Company Declares Regular Quarterly Dividend, Payable on May 8, 2025Graham Holdings Company declared a regular quarterly dividend of $1.80 per share, payable on May 8, 2025, to shareholders of record on April 17, 2025.Reported Earnings • Feb 26Full year 2024 earnings released: EPS: US$166 (vs US$43.96 in FY 2023)Full year 2024 results: EPS: US$166 (up from US$43.96 in FY 2023). Revenue: US$4.79b (up 8.5% from FY 2023). Net income: US$724.6m (up 255% from FY 2023). Profit margin: 15% (up from 4.6% in FY 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 26+ 1 more updateGraham Holdings Company Reports Unaudited Consolidated Impairment Charges for the Fourth Quarter Ended December 31, 2024Graham Holdings Company reported unaudited consolidated impairment charges for the fourth quarter ended December 31, 2024. For the quarter, the company reported impairment of long-lived assets of $23,535,000.分析記事 • Feb 11Is There Now An Opportunity In Graham Holdings Company (NYSE:GHC)?Graham Holdings Company ( NYSE:GHC ), is not the largest company out there, but it saw a double-digit share price rise...Declared Dividend • Jan 20Third quarter dividend increased to US$1.80Dividend of US$1.80 is 4.7% higher than last year. Ex-date: 3rd February 2025 Payment date: 20th February 2025 Dividend yield will be 0.8%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (13% earnings payout ratio) and cash flows (12% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 3.2% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Jan 16Graham Holdings Company Declares Regular Quarterly Dividend, Payable on February 20, 2025Graham Holdings Company declared a regular quarterly dividend of $1.80 per share, payable on February 20, 2025, to shareholders of record on February 3, 2025.分析記事 • Jan 15Estimating The Fair Value Of Graham Holdings Company (NYSE:GHC)Key Insights The projected fair value for Graham Holdings is US$1,093 based on 2 Stage Free Cash Flow to Equity With...Buy Or Sell Opportunity • Jan 07Now 21% undervaluedOver the last 90 days, the stock has risen 5.8% to US$861. The fair value is estimated to be US$1,092, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 22%.分析記事 • Jan 01Is Graham Holdings (NYSE:GHC) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Buy Or Sell Opportunity • Dec 23Now 20% undervaluedOver the last 90 days, the stock has risen 9.3% to US$872. The fair value is estimated to be US$1,093, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 22%.Price Target Changed • Dec 19Price target increased by 18% to US$765Up from US$650, the current price target is provided by 1 analyst. New target price is 12% below last closing price of US$870. Stock is up 27% over the past year. The company posted earnings per share of US$43.96 last year.New Risk • Nov 15New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$359k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 12% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (US$359k sold).Recent Insider Transactions • Nov 15Independent Director recently sold US$359k worth of stockOn the 13th of November, Katharine Weymouth sold around 378 shares on-market at roughly US$949 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$580k more than they bought in the last 12 months.Recent Insider Transactions Derivative • Nov 07President exercised options and sold US$3.0m worth of stockOn the 1st of November, Timothy O’Shaughnessy exercised 25.75k options at around US$719, then sold 24k of the shares acquired at an average of US$125 per share and kept the remainder. For the year to December 2017, Timothy's total compensation was 51% salary and 49% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Timothy's direct individual holding has increased from 225.76k shares to 280.05k. Company insiders have collectively sold US$5.2m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: US$16.55 (vs US$5.02 loss in 3Q 2023)Third quarter 2024 results: EPS: US$16.55 (up from US$5.02 loss in 3Q 2023). Revenue: US$1.21b (up 8.6% from 3Q 2023). Net income: US$72.0m (up US$95.1m from 3Q 2023). Profit margin: 6.0% (up from net loss in 3Q 2023). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.Recent Insider Transactions Derivative • Oct 20President exercised options and sold US$2.5m worth of stockOn the 15th of October, Timothy O’Shaughnessy exercised 25.75k options at around US$719, then sold 24k of the shares acquired at an average of US$104 per share and kept the remainder. For the year to December 2017, Timothy's total compensation was 51% salary and 49% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Timothy's direct individual holding has increased from 225.76k shares to 278.43k. Company insiders have collectively sold US$3.6m more than they bought, via options and on-market transactions in the last 12 months.Upcoming Dividend • Oct 10Upcoming dividend of US$1.72 per shareEligible shareholders must have bought the stock before 17 October 2024. Payment date: 07 November 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (2.2%).分析記事 • Oct 07Is It Too Late To Consider Buying Graham Holdings Company (NYSE:GHC)?Graham Holdings Company ( NYSE:GHC ), is not the largest company out there, but it saw a decent share price growth of...分析記事 • Sep 20Getting In Cheap On Graham Holdings Company (NYSE:GHC) Is UnlikelyWith a price-to-earnings (or "P/E") ratio of 26.5x Graham Holdings Company ( NYSE:GHC ) may be sending bearish signals...Declared Dividend • Sep 16Second quarter dividend of US$1.72 announcedShareholders will receive a dividend of US$1.72. Ex-date: 17th October 2024 Payment date: 7th November 2024 Dividend yield will be 0.9%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 75% to shift the payout ratio to a potentially unsustainable range, which is more than the 13% EPS decline seen over the last 5 years.お知らせ • Sep 13Graham Holdings Company Declares Regular Quarterly Dividend, Payable on November 7, 2024Graham Holdings Company declared a regular quarterly dividend of $1.72 per share, payable on November 7, 2024, to shareholders of record on October 17, 2024.分析記事 • Aug 19Graham Holdings (NYSE:GHC) Has A Somewhat Strained Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Price Target Changed • Aug 08Price target increased by 9.6% to US$685Up from US$625, the current price target is provided by 1 analyst. New target price is 5.4% below last closing price of US$724. Stock is up 23% over the past year. The company posted earnings per share of US$43.96 last year.Reported Earnings • Aug 01Second quarter 2024 earnings released: US$4.78 loss per share (vs US$25.96 profit in 2Q 2023)Second quarter 2024 results: US$4.78 loss per share (down from US$25.96 profit in 2Q 2023). Revenue: US$1.19b (up 7.3% from 2Q 2023). Net loss: US$21.0m (down 117% from profit in 2Q 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Aug 01Graham Holdings Company Reports Unaudited Consolidated Impairment Charges Results for the Second Quarter Ended June 30, 2024Graham Holdings Company reported unaudited consolidated impairment charges results for the second quarter ended June 30, 2024. For the quarter, the company reported impairment of goodwill and other long-lived assets of $26,287,000.Upcoming Dividend • Jul 11Upcoming dividend of US$1.72 per shareEligible shareholders must have bought the stock before 18 July 2024. Payment date: 08 August 2024. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of American dividend payers (4.7%). Lower than average of industry peers (2.3%).分析記事 • Jun 27Should You Think About Buying Graham Holdings Company (NYSE:GHC) Now?Graham Holdings Company ( NYSE:GHC ), is not the largest company out there, but it received a lot of attention from a...分析記事 • Jun 09Graham Holdings Company's (NYSE:GHC) Price Is Right But Growth Is LackingWhen you see that almost half of the companies in the Consumer Services industry in the United States have...Declared Dividend • May 10Dividend of US$1.72 announcedShareholders will receive a dividend of US$1.72. Ex-date: 18th July 2024 Payment date: 8th August 2024 Dividend yield will be 0.9%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (11% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 1.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • May 09Graham Holdings Company Appoints Tony Allen as DirectorGraham Holdings Company announced that at the AGM was held on May 7, 2024, the company approved the appointment of Tony Allen as Director.お知らせ • May 08Graham Holdings Company Declares Regular Quarterly Dividend, Payable on August 8, 2024Graham Holdings Company declared a regular quarterly dividend of $1.72 per share, payable on August 8, 2024, to shareholders of record on July 18, 2024.Reported Earnings • May 01First quarter 2024 earnings released: EPS: US$28.06 (vs US$10.91 in 1Q 2023)First quarter 2024 results: EPS: US$28.06 (up from US$10.91 in 1Q 2023). Revenue: US$1.15b (up 12% from 1Q 2023). Net income: US$124.4m (up 140% from 1Q 2023). Profit margin: 11% (up from 5.0% in 1Q 2023). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Apr 24Graham Holdings Company to Report Q1, 2024 Results on May 01, 2024Graham Holdings Company announced that they will report Q1, 2024 results at 8:30 AM, Eastern Daylight on May 01, 2024お知らせ • Apr 23+ 1 more updateGraham Holdings Company to Report Q3, 2024 Results on Oct 30, 2024Graham Holdings Company announced that they will report Q3, 2024 results at 8:30 AM, Eastern Daylight on Oct 30, 2024分析記事 • Apr 11These 4 Measures Indicate That Graham Holdings (NYSE:GHC) Is Using Debt ExtensivelyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Upcoming Dividend • Apr 10Upcoming dividend of US$1.72 per shareEligible shareholders must have bought the stock before 17 April 2024. Payment date: 09 May 2024. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of American dividend payers (4.7%). Lower than average of industry peers (2.3%).Seeking Alpha • Apr 06Graham Holdings Company: Lack Of Growth And Poor Capital Allocation Dilute Confidence On Dividend OutlookSummary Share price hugged the $600 level since early 2021 until November 2023 when it began an ascent to $750 on little fundamental news, other than a small acquisition. Long-term growth prospects for the Automotive dealership business unit and the Broadcasting business are flat to negative. The largest business unit, Education, is now facing cultural headwinds domestically in the USA and leaving international as the best option for growth but in a fragmented regulatory environment. History of poor capital allocation as shown by repeated goodwill impairments indicate habit of overpaying for acquisitions and eroding the profit margins of the business as a whole. Doubtful outlook for Graham's ability to continue increasing dividends unless these issues are fixed leads to a Sell rating. Would move to Hold at $650. Read the full article on Seeking Alphaお知らせ • Mar 27Graham Holdings Company, Annual General Meeting, May 07, 2024Graham Holdings Company, Annual General Meeting, May 07, 2024, at 08:30 US Eastern Standard Time. Location: The Hamilton, 600 14th Street Washington District Of Columbia United States Agenda: To elect Directors for the ensuing year; to vote on whether to approve the compensation awarded to the named executive officers of the Company for 2023; and to transact such other business as may properly come before the Meeting or any adjournments thereof.Recent Insider Transactions • Mar 17Independent Director recently sold US$396k worth of stockOn the 14th of March, Katharine Weymouth sold around 556 shares on-market at roughly US$713 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$267k more than they bought in the last 12 months.Board Change • Mar 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 7 highly experienced directors. Independent Director Danielle Conley was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Declared Dividend • Feb 28Dividend of US$1.72 announcedShareholders will receive a dividend of US$1.72. Ex-date: 17th April 2024 Payment date: 9th May 2024 Dividend yield will be 1.0%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 83% to shift the payout ratio to a potentially unsustainable range, which is more than the 2.0% EPS decline seen over the last 5 years.New Risk • Feb 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 12% per year over the past 5 years. Minor Risk Large one-off items impacting financial results.Reported Earnings • Feb 25Full year 2023 earnings released: EPS: US$44.25 (vs US$13.83 in FY 2022)Full year 2023 results: EPS: US$44.25 (up from US$13.83 in FY 2022). Revenue: US$4.41b (up 13% from FY 2022). Net income: US$205.3m (up 208% from FY 2022). Profit margin: 4.6% (up from 1.7% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Feb 23Graham Holdings Company Declares Regular Quarterly Dividend, Payable on May 9, 2024Graham Holdings Company declared a regular quarterly dividend of $1.72 per share, payable on May 9, 2024, to shareholders of record on April 18, 2024.分析記事 • Feb 23At US$712, Is It Time To Put Graham Holdings Company (NYSE:GHC) On Your Watch List?Graham Holdings Company ( NYSE:GHC ), is not the largest company out there, but it saw a decent share price growth of...分析記事 • Feb 04Graham Holdings Company's (NYSE:GHC) Price Is Out Of Tune With EarningsWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...Upcoming Dividend • Jan 24Upcoming dividend of US$1.72 per share at 0.9% yieldEligible shareholders must have bought the stock before 31 January 2024. Payment date: 15 February 2024. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of American dividend payers (4.6%). Lower than average of industry peers (2.1%).分析記事 • Nov 15Is There Now An Opportunity In Graham Holdings Company (NYSE:GHC)?Graham Holdings Company ( NYSE:GHC ), is not the largest company out there, but it saw a decent share price growth in...お知らせ • Nov 07Washington Post Appoints Will Lewis as CEOThe Washington Post has named veteran media executive Will Lewis to serve as its new CEO and publisher. Lewis is joining the newspaper at a moment when one of the American news industry's most storied outlets is struggling against the economic headwinds facing U.S. media companies. News of Lewis's appointment was announced by the Post on Saturday. Lewis is currently the founder, CEO and publisher of The News Movement, a social-first media business targeting a Gen Z audience. He served as CEO of Dow Jones and publisher of The Wall Street Journal from 2014 to 2020, and was chief creative officer of News Corp. and group general manager there.お知らせ • Nov 02+ 1 more updateGraham Holdings Company (NYSE:GHC) acquired Toyota Of Richmond.Graham Holdings Company (NYSE:GHC) acquired Toyota Of Richmond in September 2023. Graham secured a $75.2 million term loan from Truist bank.Graham Holdings Company (NYSE:GHC) completed the acquisition of Toyota Of Richmond in September 2023.Reported Earnings • Nov 02Third quarter 2023 earnings released: US$5.01 loss per share (vs US$6.78 profit in 3Q 2022)Third quarter 2023 results: US$5.01 loss per share (down from US$6.78 profit in 3Q 2022). Revenue: US$1.11b (up 9.8% from 3Q 2022). Net loss: US$23.0m (down 171% from profit in 3Q 2022). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.分析記事 • Oct 23Is Graham Holdings (NYSE:GHC) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Seeking Alpha • Oct 16Graham Holdings Company: Good Business Culture, Poor Business ExecutionSummary Graham Holdings Company has a long history of business success due to its ability to successfully pivot its business in big ways. However, the current management team has demonstrated less ability to allocate capital effectively. On top of this, I think the company has a relatively low-quality portfolio of businesses. I would prefer to invest in the business at 10x my estimate of the current two-year average of free cash flow per share, or $490. In this article, I will discuss my thought process behind this price target, and provide an overview of the company's past decade of operations. Read the full article on Seeking Alpha業績と収益の成長予測NYSE:GHC - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20285,871N/A434N/A112/31/20275,467N/A318N/A112/31/20265,238N/A335N/A13/31/20264,982296293369N/A12/31/20254,912291275347N/A9/30/20254,906728361435N/A6/30/20254,835677419495N/A3/31/20254,804620375452N/A12/31/20244,791720324407N/A9/30/20244,712228258348N/A6/30/20244,616133159251N/A3/31/20244,536276146238N/A12/31/20234,415204166260N/A9/30/20234,312157148234N/A6/30/20234,213213107198N/A3/31/20234,04124122214N/A12/31/20223,92467153236N/A9/30/20223,723145130209N/A6/30/20223,52015162229N/A3/31/20223,38833360223N/A12/31/20213,18635040202N/A9/30/20213,11050113167N/A6/30/20213,018540105162N/A3/31/20212,869444165222N/A12/31/20202,889299141211N/A9/30/20202,866208260334N/A6/30/20202,887173222303N/A3/31/20202,972211125215N/A12/31/20192,932326N/A165N/A9/30/20192,858237N/A167N/A6/30/20192,794319N/A200N/A3/31/20192,729308N/A230N/A12/31/20182,696270N/A287N/A9/30/20182,683425N/A239N/A6/30/20182,665326N/A207N/A3/31/20182,669321N/A195N/A12/31/20172,592299N/A268N/A9/30/20172,546124N/A331N/A6/30/20172,510132N/A246N/A3/31/20172,463150N/A292N/A12/31/20162,482167N/A261N/A9/30/20162,469181N/A106N/A6/30/20162,488-83N/A140N/A3/31/20162,540-104N/A177N/A12/31/20152,586-144N/A71N/A9/30/20152,697104N/A142N/A6/30/20152,759346N/A242N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: GHCの予測収益成長が 貯蓄率 ( 3.5% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: GHCの収益がUS市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: GHCの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: GHCの収益 ( 5.8% ) US市場 ( 11.7% ) よりも低い成長が予測されています。高い収益成長: GHCの収益 ( 5.8% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: GHCの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YConsumer-services 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 10:38終値2026/05/21 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Graham Holdings Company 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。5 アナリスト機関Lauren Rich FineBofA Global ResearchCraig HuberHuber Research Partners, LLCDouglas ArthurHuber Research Partners, LLC2 その他のアナリストを表示
Price Target Changed • Oct 21Price target increased by 20% to US$945Up from US$785, the current price target is provided by 1 analyst. New target price is 5.6% below last closing price of US$1,001. Stock is up 27% over the past year. The company posted earnings per share of US$165 last year.
Price Target Changed • Dec 19Price target increased by 18% to US$765Up from US$650, the current price target is provided by 1 analyst. New target price is 12% below last closing price of US$870. Stock is up 27% over the past year. The company posted earnings per share of US$43.96 last year.
Price Target Changed • Aug 08Price target increased by 9.6% to US$685Up from US$625, the current price target is provided by 1 analyst. New target price is 5.4% below last closing price of US$724. Stock is up 23% over the past year. The company posted earnings per share of US$43.96 last year.
お知らせ • May 13Decile Expands Ai Analyst Capabilities to Include Instant Audience GenerationDecile, an AI-powered ecommerce analytics platform, announced the expansion of its AI analyst, Luma by Decile, introducing instant audience generation. The release launches the ability to create audience segments directly from Luma conversations, allowing ecommerce teams to turn natural language requests into ready-to-use customer segments within seconds. Each segment includes a name, description, size and underlying logic, for immediate campaign activation. With the new capability, users can ask Luma to define a customer group, such as recent purchasers or high-LTV customers, and receive a ready-to-use audience immediately. Luma generates a structured segment card within the chat interface, complete with a suggested name, description, audience size and the underlying logic. Users can choose whether the audience is static, or auto-refreshed for dynamic segments. Ecommerce teams can then review the segment, make edits if needed, and choose to save or dismiss it on the spot. Once saved, the new audience appears immediately in the user's audience library. It can be sent to marketing and advertising platforms directly from Decile for one-click activation. In addition to automatic generation, Luma gives operators full control to refine segments before saving: Edit audience names and descriptions directly within the chat; See character limits and inline validation in real time; Reset edits back to Luma's original suggestions with a single click. This balance of automation and control ensures teams can move quickly without sacrificing precision or governance. Building audiences has often required coordination across analytics, engineering, and marketing teams, along with manual queries and delays between insight and action. Luma by Decile removes that friction by generating segments from the same data model used for analysis, maintaining consistency from discovery through execution. The result is a faster, more intuitive workflow where ecommerce teams can: Identify marketing opportunities; Instantly build target audiences; Activate campaigns without delay. This launch represents a significant step forward in Decile's vision for Luma as a true AI analyst that doesn't just answer questions, but enables business outcomes. As brands face increasing pressure to act on data in real time, the ability to move seamlessly from analysis to execution is becoming a competitive necessity. With instant audience generation, Luma seamlessly connects powerful CDP capabilities with advanced analytics and pulls it all together into a single, unified experience.
Declared Dividend • May 11Dividend of US$1.88 announcedShareholders will receive a dividend of US$1.88. Ex-date: 16th July 2026 Payment date: 6th August 2026 Dividend yield will be 0.7%, which is lower than the industry average of 2.1%. Payout Ratios Payout ratio: 11%. Cash payout ratio: 11%.
お知らせ • May 07Graham Holdings Company announces Quarterly dividend, payable on August 06, 2026Graham Holdings Company announced Quarterly dividend of USD 1.8800 per share payable on August 06, 2026, ex-date on July 16, 2026 and record date on July 16, 2026.
Reported Earnings • May 01First quarter 2026 earnings released: EPS: US$6.72 (vs US$5.53 in 1Q 2025)First quarter 2026 results: EPS: US$6.72 (up from US$5.53 in 1Q 2025). Revenue: US$1.24b (up 6.0% from 1Q 2025). Net income: US$29.1m (up 22% from 1Q 2025). Profit margin: 2.4% (up from 2.0% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Apr 09Upcoming dividend of US$1.88 per shareEligible shareholders must have bought the stock before 16 April 2026. Payment date: 07 May 2026. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (2.3%).
お知らせ • Mar 25Graham Holdings Company, Annual General Meeting, May 05, 2026Graham Holdings Company, Annual General Meeting, May 05, 2026. Location: the hamilton, 600 14th street, n.w., washington, d.c, 20005, United States
Seeking Alpha • Mar 23Graham Holdings: Deeply UndervaluedSummary Graham Holdings Company is a highly diversified holding company with five distinct operating segments, offering significant internal diversification. GHC’s Healthcare and Education segments are driving revenue and profit growth, while other segments have shown mixed or declining performance. The stock trades at a low EV/EBITDA multiple, supported by a strong net cash position of $519.6 million, making current valuation attractive. Potential asset sales or a breakup could unlock 55.6% to 123.2% equity upside, justifying a very solid ‘buy’ rating. Read the full article on Seeking Alpha
Declared Dividend • Feb 27Dividend of US$1.88 announcedShareholders will receive a dividend of US$1.88. Ex-date: 16th April 2026 Payment date: 7th May 2026 Dividend yield will be 0.7%, which is lower than the industry average of 2.1%. Payout Ratios Payout ratio: 11%. Cash payout ratio: 12%.
Reported Earnings • Feb 25Full year 2025 earnings released: EPS: US$67.49 (vs US$165 in FY 2024)Full year 2025 results: EPS: US$67.49 (down from US$165 in FY 2024). Revenue: US$4.91b (up 2.5% from FY 2024). Net income: US$292.3m (down 59% from FY 2024). Profit margin: 6.0% (down from 15% in FY 2024). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 25Graham Holdings Company Reports Unaudited Consolidated Impairment Charges for the Fourth Quarter Ended December 31, 2025Graham Holdings Company reported unaudited consolidated impairment charges for the fourth quarter ended December 31, 2025. For the quarter, the company reported impairment of intangible and other long-lived assets of $10,100,000 compared to $23,535,000 a year ago.
お知らせ • Feb 24Graham Holdings Company Declares Regular Quarterly Dividend, Payable on May 7, 2026Graham Holdings Company declared a regular quarterly dividend of $1.88 per share, payable on May 7, 2026, to shareholders of record on April 16, 2026.
分析記事 • Jan 25Do Graham Holdings' (NYSE:GHC) Earnings Warrant Your Attention?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Declared Dividend • Jan 19Third quarter dividend increased to US$1.88Dividend of US$1.88 is 4.4% higher than last year. Ex-date: 4th February 2026 Payment date: 19th February 2026 Dividend yield will be 0.6%, which is lower than the industry average of 2.1%. Payout Ratios Payout ratio: 5%. Cash payout ratio: 9%.
お知らせ • Jan 16Graham Holdings Company Declares Regular Quarterly Dividend, Payable on February 19, 2026Graham Holdings Company on January 15, 2026 declared a regular quarterly dividend of $1.88 per share, payable on February 19, 2026, to shareholders of record on February 4, 2026.
Recent Insider Transactions Derivative • Nov 16President exercised options and sold US$1.5m worth of stockOn the 11th of November, Timothy O’Shaughnessy exercised 7.58k options at around US$872, then sold 7k of the shares acquired at an average of US$213 per share and kept the remainder. For the year to December 2018, Timothy's total compensation was 31% salary and 69% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Timothy's direct individual holding has increased from 84.75k shares to 141.34k. Company insiders have collectively sold US$3.0m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: US$28.36 (vs US$16.55 in 3Q 2024)Third quarter 2025 results: EPS: US$28.36 (up from US$16.55 in 3Q 2024). Revenue: US$1.28b (up 5.9% from 3Q 2024). Net income: US$122.9m (up 71% from 3Q 2024). Profit margin: 9.6% (up from 6.0% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 29Graham Holdings Company Reports Unaudited Consolidated Impairment Charges for the Third Quarter Ended September 30, 2025Graham Holdings Company reported unaudited consolidated impairment charges for the third quarter ended September 30, 2025. For the quarter, the company reported Impairment of intangible and other long-lived assets of $2,235,000.
Price Target Changed • Oct 21Price target increased by 20% to US$945Up from US$785, the current price target is provided by 1 analyst. New target price is 5.6% below last closing price of US$1,001. Stock is up 27% over the past year. The company posted earnings per share of US$165 last year.
Valuation Update With 7 Day Price Move • Oct 10Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$953, the stock trades at a trailing P/E ratio of 6.1x. Average forward P/E is 16x in the Consumer Services industry in the US. Total returns to shareholders of 74% over the past three years.
Upcoming Dividend • Oct 09Upcoming dividend of US$1.80 per shareEligible shareholders must have bought the stock before 16 October 2025. Payment date: 06 November 2025. Payout ratio is a comfortable 4.5% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (2.1%).
Recent Insider Transactions Derivative • Oct 02President exercised options and sold US$2.1m worth of stockOn the 29th of September, Timothy O’Shaughnessy exercised 7.58k options at around US$872, then sold 7k of the shares acquired at an average of US$1,191 per share and kept the remainder. For the year to December 2018, Timothy's total compensation was 31% salary and 69% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Timothy's direct individual holding has increased from 281.95k shares to 283.67k. Company insiders have collectively sold US$5.5m more than they bought, via options and on-market transactions in the last 12 months.
Board Change • Oct 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 7 highly experienced directors. Independent Director Jack Markell was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Sep 29Is Now The Time To Put Graham Holdings (NYSE:GHC) On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Declared Dividend • Sep 14Second quarter dividend of US$1.80 announcedShareholders will receive a dividend of US$1.80. Ex-date: 16th October 2025 Payment date: 6th November 2025 Dividend yield will be 0.6%, which is lower than the industry average of 2.1%. Payout Ratios Payout ratio: 4%. Cash payout ratio: 7%.
お知らせ • Sep 11Graham Holdings Company Declares Regular Quarterly Dividend, Payable on November 6, 2025Graham Holdings Company declared a regular quarterly dividend of $1.80 per share, payable on November 6, 2025, to shareholders of record on October 16, 2025.
分析記事 • Aug 27It's A Story Of Risk Vs Reward With Graham Holdings Company (NYSE:GHC)Graham Holdings Company's ( NYSE:GHC ) price-to-earnings (or "P/E") ratio of 7x might make it look like a strong buy...
Recent Insider Transactions Derivative • Aug 22Executive Vice President exercised options and sold US$468k worth of stockOn the 19th of August, Jacob Maas exercised 2.00k options at around US$805, then sold 2k of the shares acquired at an average of US$1,072 per share and kept the remainder. Since December 2024, Jacob's direct individual holding has increased from 2.55k shares to 4.29k. Company insiders have collectively sold US$5.6m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Jul 31Second quarter 2025 earnings released: EPS: US$8.48 (vs US$4.79 loss in 2Q 2024)Second quarter 2025 results: EPS: US$8.48 (up from US$4.79 loss in 2Q 2024). Revenue: US$1.22b (up 2.6% from 2Q 2024). Net income: US$36.7m (up US$57.8m from 2Q 2024). Profit margin: 3.0% (up from net loss in 2Q 2024). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Jul 28Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.4% to US$915. The fair value is estimated to be US$1,147, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 54%.
分析記事 • Jul 19Is Graham Holdings (NYSE:GHC) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Upcoming Dividend • Jul 10Upcoming dividend of US$1.80 per shareEligible shareholders must have bought the stock before 17 July 2025. Payment date: 07 August 2025. Payout ratio is a comfortable 4.9% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (1.9%).
Buy Or Sell Opportunity • Jul 07Now 21% undervaluedOver the last 90 days, the stock has risen 3.3% to US$913. The fair value is estimated to be US$1,159, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 54%.
分析記事 • Jun 20Here's Why We Think Graham Holdings (NYSE:GHC) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • May 22When Should You Buy Graham Holdings Company (NYSE:GHC)?Graham Holdings Company ( NYSE:GHC ), is not the largest company out there, but it saw significant share price movement...
Declared Dividend • May 09Dividend of US$1.80 announcedShareholders will receive a dividend of US$1.80. Ex-date: 17th July 2025 Payment date: 7th August 2025 Dividend yield will be 0.7%, which is lower than the industry average of 2.1%. Payout Ratios Payout ratio: 5%. Cash payout ratio: 8%.
お知らせ • May 09Graham Holdings Company Declares Regular Quarterly Dividend, Payable on August 7, 202Graham Holdings Company declared a regular quarterly dividend of $1.80 per share, payable on August 7, 2025, to shareholders of record on July 17, 2025.
分析記事 • May 05A Look At The Fair Value Of Graham Holdings Company (NYSE:GHC)Key Insights Using the 2 Stage Free Cash Flow to Equity, Graham Holdings fair value estimate is US$1,123 With US$946...
Reported Earnings • May 01First quarter 2025 earnings released: EPS: US$5.53 (vs US$27.88 in 1Q 2024)First quarter 2025 results: EPS: US$5.53 (down from US$27.88 in 1Q 2024). Revenue: US$1.17b (up 1.1% from 1Q 2024). Net income: US$23.9m (down 81% from 1Q 2024). Profit margin: 2.0% (down from 11% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
分析記事 • Apr 22Graham Holdings Company (NYSE:GHC) Screens Well But There Might Be A CatchGraham Holdings Company's ( NYSE:GHC ) price-to-earnings (or "P/E") ratio of 5.3x might make it look like a strong buy...
Upcoming Dividend • Apr 10Upcoming dividend of US$1.80 per shareEligible shareholders must have bought the stock before 17 April 2025. Payment date: 08 May 2025. Payout ratio is a comfortable 4.2% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of American dividend payers (4.9%). Lower than average of industry peers (2.1%).
分析記事 • Apr 08These 4 Measures Indicate That Graham Holdings (NYSE:GHC) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Mar 27Graham Holdings Company, Annual General Meeting, May 06, 2025Graham Holdings Company, Annual General Meeting, May 06, 2025. Location: the hamilton 600 14th street n w, washington dc 20005, United States
Declared Dividend • Feb 28Dividend of US$1.80 announcedShareholders will receive a dividend of US$1.80. Ex-date: 17th April 2025 Payment date: 8th May 2025 Dividend yield will be 0.7%, which is lower than the industry average of 2.1%. Payout Ratios Payout ratio: 4%. Cash payout ratio: 10%.
お知らせ • Feb 27Graham Holdings Company Declares Regular Quarterly Dividend, Payable on May 8, 2025Graham Holdings Company declared a regular quarterly dividend of $1.80 per share, payable on May 8, 2025, to shareholders of record on April 17, 2025.
Reported Earnings • Feb 26Full year 2024 earnings released: EPS: US$166 (vs US$43.96 in FY 2023)Full year 2024 results: EPS: US$166 (up from US$43.96 in FY 2023). Revenue: US$4.79b (up 8.5% from FY 2023). Net income: US$724.6m (up 255% from FY 2023). Profit margin: 15% (up from 4.6% in FY 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 26+ 1 more updateGraham Holdings Company Reports Unaudited Consolidated Impairment Charges for the Fourth Quarter Ended December 31, 2024Graham Holdings Company reported unaudited consolidated impairment charges for the fourth quarter ended December 31, 2024. For the quarter, the company reported impairment of long-lived assets of $23,535,000.
分析記事 • Feb 11Is There Now An Opportunity In Graham Holdings Company (NYSE:GHC)?Graham Holdings Company ( NYSE:GHC ), is not the largest company out there, but it saw a double-digit share price rise...
Declared Dividend • Jan 20Third quarter dividend increased to US$1.80Dividend of US$1.80 is 4.7% higher than last year. Ex-date: 3rd February 2025 Payment date: 20th February 2025 Dividend yield will be 0.8%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (13% earnings payout ratio) and cash flows (12% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 3.2% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Jan 16Graham Holdings Company Declares Regular Quarterly Dividend, Payable on February 20, 2025Graham Holdings Company declared a regular quarterly dividend of $1.80 per share, payable on February 20, 2025, to shareholders of record on February 3, 2025.
分析記事 • Jan 15Estimating The Fair Value Of Graham Holdings Company (NYSE:GHC)Key Insights The projected fair value for Graham Holdings is US$1,093 based on 2 Stage Free Cash Flow to Equity With...
Buy Or Sell Opportunity • Jan 07Now 21% undervaluedOver the last 90 days, the stock has risen 5.8% to US$861. The fair value is estimated to be US$1,092, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 22%.
分析記事 • Jan 01Is Graham Holdings (NYSE:GHC) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Buy Or Sell Opportunity • Dec 23Now 20% undervaluedOver the last 90 days, the stock has risen 9.3% to US$872. The fair value is estimated to be US$1,093, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 22%.
Price Target Changed • Dec 19Price target increased by 18% to US$765Up from US$650, the current price target is provided by 1 analyst. New target price is 12% below last closing price of US$870. Stock is up 27% over the past year. The company posted earnings per share of US$43.96 last year.
New Risk • Nov 15New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$359k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 12% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (US$359k sold).
Recent Insider Transactions • Nov 15Independent Director recently sold US$359k worth of stockOn the 13th of November, Katharine Weymouth sold around 378 shares on-market at roughly US$949 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$580k more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Nov 07President exercised options and sold US$3.0m worth of stockOn the 1st of November, Timothy O’Shaughnessy exercised 25.75k options at around US$719, then sold 24k of the shares acquired at an average of US$125 per share and kept the remainder. For the year to December 2017, Timothy's total compensation was 51% salary and 49% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Timothy's direct individual holding has increased from 225.76k shares to 280.05k. Company insiders have collectively sold US$5.2m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: US$16.55 (vs US$5.02 loss in 3Q 2023)Third quarter 2024 results: EPS: US$16.55 (up from US$5.02 loss in 3Q 2023). Revenue: US$1.21b (up 8.6% from 3Q 2023). Net income: US$72.0m (up US$95.1m from 3Q 2023). Profit margin: 6.0% (up from net loss in 3Q 2023). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
Recent Insider Transactions Derivative • Oct 20President exercised options and sold US$2.5m worth of stockOn the 15th of October, Timothy O’Shaughnessy exercised 25.75k options at around US$719, then sold 24k of the shares acquired at an average of US$104 per share and kept the remainder. For the year to December 2017, Timothy's total compensation was 51% salary and 49% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Timothy's direct individual holding has increased from 225.76k shares to 278.43k. Company insiders have collectively sold US$3.6m more than they bought, via options and on-market transactions in the last 12 months.
Upcoming Dividend • Oct 10Upcoming dividend of US$1.72 per shareEligible shareholders must have bought the stock before 17 October 2024. Payment date: 07 November 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (2.2%).
分析記事 • Oct 07Is It Too Late To Consider Buying Graham Holdings Company (NYSE:GHC)?Graham Holdings Company ( NYSE:GHC ), is not the largest company out there, but it saw a decent share price growth of...
分析記事 • Sep 20Getting In Cheap On Graham Holdings Company (NYSE:GHC) Is UnlikelyWith a price-to-earnings (or "P/E") ratio of 26.5x Graham Holdings Company ( NYSE:GHC ) may be sending bearish signals...
Declared Dividend • Sep 16Second quarter dividend of US$1.72 announcedShareholders will receive a dividend of US$1.72. Ex-date: 17th October 2024 Payment date: 7th November 2024 Dividend yield will be 0.9%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 75% to shift the payout ratio to a potentially unsustainable range, which is more than the 13% EPS decline seen over the last 5 years.
お知らせ • Sep 13Graham Holdings Company Declares Regular Quarterly Dividend, Payable on November 7, 2024Graham Holdings Company declared a regular quarterly dividend of $1.72 per share, payable on November 7, 2024, to shareholders of record on October 17, 2024.
分析記事 • Aug 19Graham Holdings (NYSE:GHC) Has A Somewhat Strained Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Price Target Changed • Aug 08Price target increased by 9.6% to US$685Up from US$625, the current price target is provided by 1 analyst. New target price is 5.4% below last closing price of US$724. Stock is up 23% over the past year. The company posted earnings per share of US$43.96 last year.
Reported Earnings • Aug 01Second quarter 2024 earnings released: US$4.78 loss per share (vs US$25.96 profit in 2Q 2023)Second quarter 2024 results: US$4.78 loss per share (down from US$25.96 profit in 2Q 2023). Revenue: US$1.19b (up 7.3% from 2Q 2023). Net loss: US$21.0m (down 117% from profit in 2Q 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Aug 01Graham Holdings Company Reports Unaudited Consolidated Impairment Charges Results for the Second Quarter Ended June 30, 2024Graham Holdings Company reported unaudited consolidated impairment charges results for the second quarter ended June 30, 2024. For the quarter, the company reported impairment of goodwill and other long-lived assets of $26,287,000.
Upcoming Dividend • Jul 11Upcoming dividend of US$1.72 per shareEligible shareholders must have bought the stock before 18 July 2024. Payment date: 08 August 2024. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of American dividend payers (4.7%). Lower than average of industry peers (2.3%).
分析記事 • Jun 27Should You Think About Buying Graham Holdings Company (NYSE:GHC) Now?Graham Holdings Company ( NYSE:GHC ), is not the largest company out there, but it received a lot of attention from a...
分析記事 • Jun 09Graham Holdings Company's (NYSE:GHC) Price Is Right But Growth Is LackingWhen you see that almost half of the companies in the Consumer Services industry in the United States have...
Declared Dividend • May 10Dividend of US$1.72 announcedShareholders will receive a dividend of US$1.72. Ex-date: 18th July 2024 Payment date: 8th August 2024 Dividend yield will be 0.9%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (11% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 1.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • May 09Graham Holdings Company Appoints Tony Allen as DirectorGraham Holdings Company announced that at the AGM was held on May 7, 2024, the company approved the appointment of Tony Allen as Director.
お知らせ • May 08Graham Holdings Company Declares Regular Quarterly Dividend, Payable on August 8, 2024Graham Holdings Company declared a regular quarterly dividend of $1.72 per share, payable on August 8, 2024, to shareholders of record on July 18, 2024.
Reported Earnings • May 01First quarter 2024 earnings released: EPS: US$28.06 (vs US$10.91 in 1Q 2023)First quarter 2024 results: EPS: US$28.06 (up from US$10.91 in 1Q 2023). Revenue: US$1.15b (up 12% from 1Q 2023). Net income: US$124.4m (up 140% from 1Q 2023). Profit margin: 11% (up from 5.0% in 1Q 2023). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Apr 24Graham Holdings Company to Report Q1, 2024 Results on May 01, 2024Graham Holdings Company announced that they will report Q1, 2024 results at 8:30 AM, Eastern Daylight on May 01, 2024
お知らせ • Apr 23+ 1 more updateGraham Holdings Company to Report Q3, 2024 Results on Oct 30, 2024Graham Holdings Company announced that they will report Q3, 2024 results at 8:30 AM, Eastern Daylight on Oct 30, 2024
分析記事 • Apr 11These 4 Measures Indicate That Graham Holdings (NYSE:GHC) Is Using Debt ExtensivelyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Upcoming Dividend • Apr 10Upcoming dividend of US$1.72 per shareEligible shareholders must have bought the stock before 17 April 2024. Payment date: 09 May 2024. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of American dividend payers (4.7%). Lower than average of industry peers (2.3%).
Seeking Alpha • Apr 06Graham Holdings Company: Lack Of Growth And Poor Capital Allocation Dilute Confidence On Dividend OutlookSummary Share price hugged the $600 level since early 2021 until November 2023 when it began an ascent to $750 on little fundamental news, other than a small acquisition. Long-term growth prospects for the Automotive dealership business unit and the Broadcasting business are flat to negative. The largest business unit, Education, is now facing cultural headwinds domestically in the USA and leaving international as the best option for growth but in a fragmented regulatory environment. History of poor capital allocation as shown by repeated goodwill impairments indicate habit of overpaying for acquisitions and eroding the profit margins of the business as a whole. Doubtful outlook for Graham's ability to continue increasing dividends unless these issues are fixed leads to a Sell rating. Would move to Hold at $650. Read the full article on Seeking Alpha
お知らせ • Mar 27Graham Holdings Company, Annual General Meeting, May 07, 2024Graham Holdings Company, Annual General Meeting, May 07, 2024, at 08:30 US Eastern Standard Time. Location: The Hamilton, 600 14th Street Washington District Of Columbia United States Agenda: To elect Directors for the ensuing year; to vote on whether to approve the compensation awarded to the named executive officers of the Company for 2023; and to transact such other business as may properly come before the Meeting or any adjournments thereof.
Recent Insider Transactions • Mar 17Independent Director recently sold US$396k worth of stockOn the 14th of March, Katharine Weymouth sold around 556 shares on-market at roughly US$713 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$267k more than they bought in the last 12 months.
Board Change • Mar 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 7 highly experienced directors. Independent Director Danielle Conley was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Declared Dividend • Feb 28Dividend of US$1.72 announcedShareholders will receive a dividend of US$1.72. Ex-date: 17th April 2024 Payment date: 9th May 2024 Dividend yield will be 1.0%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 83% to shift the payout ratio to a potentially unsustainable range, which is more than the 2.0% EPS decline seen over the last 5 years.
New Risk • Feb 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 12% per year over the past 5 years. Minor Risk Large one-off items impacting financial results.
Reported Earnings • Feb 25Full year 2023 earnings released: EPS: US$44.25 (vs US$13.83 in FY 2022)Full year 2023 results: EPS: US$44.25 (up from US$13.83 in FY 2022). Revenue: US$4.41b (up 13% from FY 2022). Net income: US$205.3m (up 208% from FY 2022). Profit margin: 4.6% (up from 1.7% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Feb 23Graham Holdings Company Declares Regular Quarterly Dividend, Payable on May 9, 2024Graham Holdings Company declared a regular quarterly dividend of $1.72 per share, payable on May 9, 2024, to shareholders of record on April 18, 2024.
分析記事 • Feb 23At US$712, Is It Time To Put Graham Holdings Company (NYSE:GHC) On Your Watch List?Graham Holdings Company ( NYSE:GHC ), is not the largest company out there, but it saw a decent share price growth of...
分析記事 • Feb 04Graham Holdings Company's (NYSE:GHC) Price Is Out Of Tune With EarningsWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
Upcoming Dividend • Jan 24Upcoming dividend of US$1.72 per share at 0.9% yieldEligible shareholders must have bought the stock before 31 January 2024. Payment date: 15 February 2024. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of American dividend payers (4.6%). Lower than average of industry peers (2.1%).
分析記事 • Nov 15Is There Now An Opportunity In Graham Holdings Company (NYSE:GHC)?Graham Holdings Company ( NYSE:GHC ), is not the largest company out there, but it saw a decent share price growth in...
お知らせ • Nov 07Washington Post Appoints Will Lewis as CEOThe Washington Post has named veteran media executive Will Lewis to serve as its new CEO and publisher. Lewis is joining the newspaper at a moment when one of the American news industry's most storied outlets is struggling against the economic headwinds facing U.S. media companies. News of Lewis's appointment was announced by the Post on Saturday. Lewis is currently the founder, CEO and publisher of The News Movement, a social-first media business targeting a Gen Z audience. He served as CEO of Dow Jones and publisher of The Wall Street Journal from 2014 to 2020, and was chief creative officer of News Corp. and group general manager there.
お知らせ • Nov 02+ 1 more updateGraham Holdings Company (NYSE:GHC) acquired Toyota Of Richmond.Graham Holdings Company (NYSE:GHC) acquired Toyota Of Richmond in September 2023. Graham secured a $75.2 million term loan from Truist bank.Graham Holdings Company (NYSE:GHC) completed the acquisition of Toyota Of Richmond in September 2023.
Reported Earnings • Nov 02Third quarter 2023 earnings released: US$5.01 loss per share (vs US$6.78 profit in 3Q 2022)Third quarter 2023 results: US$5.01 loss per share (down from US$6.78 profit in 3Q 2022). Revenue: US$1.11b (up 9.8% from 3Q 2022). Net loss: US$23.0m (down 171% from profit in 3Q 2022). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
分析記事 • Oct 23Is Graham Holdings (NYSE:GHC) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha • Oct 16Graham Holdings Company: Good Business Culture, Poor Business ExecutionSummary Graham Holdings Company has a long history of business success due to its ability to successfully pivot its business in big ways. However, the current management team has demonstrated less ability to allocate capital effectively. On top of this, I think the company has a relatively low-quality portfolio of businesses. I would prefer to invest in the business at 10x my estimate of the current two-year average of free cash flow per share, or $490. In this article, I will discuss my thought process behind this price target, and provide an overview of the company's past decade of operations. Read the full article on Seeking Alpha