GRAHAM HOLDINGS CO
At today's price, GRAHAM HOLDINGS CO (GHC) is priced for -1.0% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
The obvious worry about Graham Holdings is that it is a sprawling conglomerate (education, broadcasting, healthcare, manufacturing, and automotive) with no single identity. The data softens that fear: at $1,145 the price implies roughly flat to slightly negative operating growth, a low bar the diversified base can clear. The valuation is genuinely undemanding for a profitable, asset-rich company. The price is justified by relative-multiple and growth-DCF lenses; only the asset-based and earning
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315 institutional managers reported holding GHC in 13F filings for the quarter ended 2026-03-31. Together they hold about 61% of the company; the top 10 hold 42%. 29 opened new positions that quarter. Held by BlackRock, Vanguard Group, Dimensional Fund Advisors, among others. On the short side, 109k shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (7 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
GHC has cut its share count 12.8% over the past five years, spending $440.73M on repurchases. It pays a dividend, and has paid one every year in our records (17 and counting), raised 9 years straight; the current rate is $7.20 a share annually. Cash returned over the past three years: $76.91M in dividends and $244.57M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at GHC over the trailing three years: 2023: 2 buys totaling $118k; 2024: 2 buys totaling $175k. 15 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
GHC's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-05-04 | -1.6% | -0.7% |
| 2023-08-03 | +1.4% | -0.3% |
| 2023-11-02 | +3.4% | +14.9% |
| 2024-02-24 | -0.9% | +1.8% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
GHC's latest 8-K filings: 2026-05-05 (items 5.07); 2026-05-01 (items 8.01); 2026-04-30 (items 2.02, 9.01); 2026-02-25 (items 2.02, 9.01); 2025-11-24 (items 1.01, 2.03, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.