Graham Holdings Company (NYSE: GHC) reported third-quarter 2026 revenue of $1.326 billion, up 4% from $1.279 billion a year earlier. Net income attributable to common shares was $75.1 million, or $17.60 per diluted share, compared with $122.9 million, or $27.91 per diluted share, in the prior-year quarter.
For the first nine months of 2026, revenue totaled $3.865 billion, up 6%, while net income attributable to common shares was $385.3 million, or $88.92 per diluted share.
- Third-quarter operating income was $85.5 million, compared with $67.1 million a year earlier.
- Third-quarter revenue increased in television broadcasting, healthcare, manufacturing, automotive and other businesses, while education revenue declined.
- Healthcare revenue rose 25% to $260.3 million, television broadcasting revenue increased 19% to $125.3 million, and manufacturing revenue grew 19% to $147.6 million.
- Kaplan completed the sale of Dublin Business School on October 27 for $127.5 million.
- At September 30, borrowings totaled $853.4 million and cash, marketable equity securities and other investments totaled $1.246 billion.
$GHC Hedge Fund Activity
We have seen 132 institutional investors add shares of $GHC stock to their portfolio, and 133 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VICTORY CAPITAL MANAGEMENT INC added 58,303 shares (+919.0%) to their portfolio in Q2 2026, for an estimated $66,548,210
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 40,801 shares (+inf%) to their portfolio in Q2 2026, for an estimated $46,571,077
- JPMORGAN CHASE & CO added 27,811 shares (+inf%) to their portfolio in Q2 2026, for an estimated $31,744,031
- BLACKROCK, INC. added 9,614 shares (+2.3%) to their portfolio in Q2 2026, for an estimated $10,973,611
- HENNESSY ADVISORS INC removed 8,987 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $10,257,941
- SOUTHEASTERN ASSET MANAGEMENT INC/TN/ removed 8,604 shares (-22.8%) from their portfolio in Q2 2026, for an estimated $9,820,777
- UBS GROUP AG added 8,437 shares (+163.2%) to their portfolio in Q2 2026, for an estimated $9,630,160
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
