Graham Holdings Co
GHC · Services-Educational Services · 4.7M shares · -3%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $186M (gross $193M, SBC $7M)
Reference price $942.89 · est. market cap ~$4.4B — last insider sale, 2025-07-30 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B71gen composite 57pct→71
Notable findings
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Buying back stockNet buyback — share count -3%/yr over 4y
- Strong balance sheetStrong balance sheet — $267M cash & investments
- Notable holderHeld by 7 notable fund(s): STATE STREET CORP, SOUTHEASTERN ASSET MANAGEMENT INC/TN/, GOLDMAN SACHS GROUP INC +4 more (as of 2026-03-31)
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Operating margin
4.8%
Net margin
6.0%
Return on equity
6.1%
Return on assets
3.5%
ROIC
3.3%
Revenue growth (QoQ)
0.4%
Net-income growth
-59.7%
Debt / equity
0.2×
Current ratio
1.8×
Free cash flow
$275M
Tangible book value
$3.1B
Cash & investments
$267M
Stock comp / revenue
0.1%
Leadership & compensation
| Name | Role | Latest total comp |
|---|---|---|
| Timothy J. O’Shaughnessy | President and CEO | $4M FY2025 |
| Andrew S. Rosen | Officer | $13M FY2025 |
| Jacob M. Maas | Executive VP | $2M FY2025 |
| Nicole M. Maddrey | Officer | $2M FY2025 |
| Wallace R. Cooney | Officer | $2M FY2025 |
| Anne M. Mulcahy | Director | $200K FY2025 |
| Christopher C. Davis | Director | $220K FY2025 |
| Danielle Conley | Director | $180K FY2025 |
| G. Richard Wagoner | Director | $200K FY2025 |
| Jack Markell | Director | $180K FY2025 |
| Katharine Weymouth | Director | $180K FY2025 |
| Thomas S. Gayner | Director | $220K FY2025 |
| Tony Allen | Director | $180K FY2025 |
Officers & directors from SEC filings (Form 4 + DEF 14A proxy); compensation is the latest reported fiscal year.
Insider transactions · last 6 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-05-26 | O'Shaughnessy Laura | Other | 5.6K | — |
| 2026-05-26 | O'Shaughnessy Laura | Other | 400 | — |
| 2026-05-26 | Weymouth Katharine | Other | 6.0K | — |
| 2026-05-26 | O'Shaughnessy Timothy J | Other | 5.6K | — |
| 2026-05-26 | O'Shaughnessy Timothy J | Other | 400 | — |
| 2026-04-01 | WAGONER G RICHARD JR | Grant | 23 | $1,061.70 |
| 2026-04-01 | MULCAHY ANNE M | Grant | 23 | $1,061.70 |
| 2026-04-01 | Markell Jack A. | Grant | 8 | $1,061.70 |
| 2026-04-01 | Davis Christopher C | Grant | 25 | $1,061.70 |
| 2026-04-01 | CONLEY DANIELLE Y. | Grant | 21 | $1,061.70 |
| 2026-01-16 | Maas, Jacob | Grant | 1.0K | — |
| 2026-01-16 | Maas, Jacob | Tax withheld | 377 | $1,150.50 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-05 | 2026-05-05 | 0001628280-26-030685 ↗ |
| 8-K | 2026-05-01 | 2026-05-01 | 0001628280-26-029369 ↗ |
| 10-Q | 2026-04-30 | 2026-03-31 | 0001628280-26-028607 ↗ |
| 8-K | 2026-04-30 | 2026-04-30 | 0001628280-26-028610 ↗ |
| DEF 14A | 2026-03-24 | 2026-05-05 | 0001193125-26-120813 ↗ |
| 8-K | 2026-02-25 | 2026-02-25 | 0001628280-26-011410 ↗ |
| 10-K | 2026-02-25 | 2025-12-31 | 0001628280-26-011405 ↗ |
| 8-K | 2025-11-24 | 2025-11-24 | 0001628280-25-053825 ↗ |
| 8-K | 2025-11-13 | 2025-11-13 | 0001628280-25-052124 ↗ |
| 8-K | 2025-11-12 | 2025-11-12 | 0001628280-25-051331 ↗ |
| 8-K | 2025-10-29 | 2025-10-29 | 0001628280-25-046930 ↗ |
| 10-Q | 2025-10-29 | 2025-09-30 | 0001628280-25-046925 ↗ |