GHC · NYSE · Conglomerates

Graham (GHC)

Owns Kaplan education alongside television, healthcare, automotive, manufacturing, and consumer-media businesses.

$1,158.25
vs last close+12.14 (+1.06%)
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Graham Holdings CompanyGHC
Industrials

Owns education, television, healthcare, automotive, manufacturing, and consumer-media businesses, led by Kaplan's international higher education, professional training, and test preparation. Most activity is U.S.-based; Kaplan supplies overseas exposure, while Graham family-controlled Class A shares elect most directors.

Operates a diversified portfolio led by Kaplan, which provides higher education support, professional training, and test and licensure preparation in the United States and overseas. Serves learners directly and through university and employer partnerships. Other major businesses span seven local television stations, specialty home-infusion pharmacy and home health and hospice care, automotive dealerships, and manufacturers serving construction, commercial, and utility markets.

Extends the portfolio through restaurants, Framebridge custom framing, digital marketing and analytics tools, and media brands including Slate and Foreign Policy. Most activity is U.S.-based, while overseas exposure is concentrated in Kaplan.

Education depends on accreditation, student-visa, and other regulatory regimes; broadcasting relies on FCC licenses, network programming, advertising, and retransmission agreements; home-health revenue is heavily tied to Medicare. Unlisted Class A shares held by Graham family descendants elect most directors.

Company facts

CEOTimothy J. O'Shaughnessy
ListedAug 4, 1947
ExchangeNYSE
HeadquartersArlington, VA
CountryUnited States
Employees19,920
CIK0000104889
ISINUS3846371041

Market cap$4.95B
EPS (ttm)$124.10
P/E (ttm)9.24
ROE11.6%
P/B1.04
P/S0.9761
Dividend yieldDiv yield0.65%
Beta0.47vs XLI 0.11

No analyst consensus on record.

Next report
Oct 28, 26
estimated · in 36 days
EPS estimate
$17.46
Revenue estimate
$1.34B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25Apr '25Jul '25Oct '25Feb '26Apr '26Jul '26Oct '26
Reported$22.58$5.50$14.33$14.08$11.45$16.79$19.46Pending
Estimate$18.94$10.80$10.15$11.23$14.05$13.11$14.83$17.46
Surprise+19.2%−49.1%+41.2%+25.4%−18.5%+28.1%+31.2%

RevenueReportedEstimate

Feb '25Apr '25Jul '25Oct '25Feb '26Apr '26Jul '26Oct '26
Reported$1.25B$1.17B$1.22B$1.28B$1.25B$1.24B$1.30BPending
Estimate$1.27B$1.20B$1.18B$1.22B$1.30B$1.26B$1.28B$1.34B
Surprise−1.8%−2.7%+3.4%+4.5%−3.8%−1.7%+1.5%
Estimate$17.46
ReportedDue Oct 28, 2026
Estimate$1.34B
ReportedDue Oct 28, 2026
View details

Debt to equity28.10%
Current ratio186.00%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$1.21B$1.25B$1.17B$1.22B$1.28B$1.25B$1.24B$1.30B
Net income$72.5M$548.8M$23.9M$36.7M$122.9M$108.7M$29.1M$281.1M
Net margin6.0%44.1%2.0%3.0%9.6%8.7%2.4%21.6%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$81.6M$72.5M$47.4M$72.7M$73.2M$60.5M$76.9M$83.6M
YoY growthTurned profit+77.7%+33.8%+180.6%−10.4%−16.5%+62.1%+15.0%

Balance sheet, Jun 30, 2026Cash & short-term investments $1.25B · Total debt $1.34B · Total assets $8.14B · Shareholders' equity $4.76B

Revenue
$1.30B
Operating income
$83.6M
Net income
$281.1M
View details

Dividend yield
0.65%
Next ex-date
Oct 15, 26
in 23 days
Annual dividend
$7.44
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yieldUpcoming

Feb '25Apr '25Jul '25Oct '25Feb '26Apr '26Jul '26Oct '26
Dividend$1.80$1.80$1.80$1.80$1.88$1.88$1.88$1.88
Annual yield0.76%0.78%0.79%0.76%0.63%0.66%0.62%0.65%
Ex-dateFeb 3Apr 17Jul 17Oct 16Feb 4Apr 16Jul 16Oct 15
Payment dateFeb 20May 8Aug 7Nov 6Feb 19May 7Aug 6Nov 5
View details

Institutions65.39%2.77M shares
341 holders · as of Jun 30, 2026
Insiders13.13%556.2K shares
16 holders · as of Aug 31, 2026
Strategic holders5.82%246.4K shares
1 holder · as of Aug 14, 2026
Other15.66%663.2K shares
remainder

4.23M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This company has 2 share classes; every stake here is a share of the whole company.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
10.04%425,251 Bas of Jun 30, 2026
Donald GrahamInsiderdirector, 10 percent owner
8.87%375,592 Afiled Aug 14, 2026
Madison Avenue Partners, LPInstitution
5.82%246,368 Bas of Jun 30, 2026
Madison Avenue International LPStrategic
5.82%246,368filed Aug 14, 2026
Dimensional Fund Advisors LPInstitution
5.60%236,999 Bas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Jul 30, 2025Tony Allendirector−7$942.89
View details

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Compare

CompanyPriceChange
Graham$1,158.25+1.06%$4.95B9.21.0+7.1%
Strategic Education$79.81+1.63%$1.79B13.19.91.4+2.7%
AutoNation$168.42−0.20%$5.65B7.87.10.2−0.6%
Option Care Health$24.32+1.54%$3.59B18.012.40.6+1.9%
Grand Canyon Education$150.48−0.05%$3.92B18.214.13.4+6.7%
Nexstar Media Group$166.31+0.10%$5.07B31.65.70.7+62.3%
Loews$105.95−0.75%$21.97B13.11.2+5.8%
Median15.69.91.0+4.3%