Graham Holdings Co director Katharine Weymouth reported an internal share exchange involving 6,000 shares. She acquired 6,000 shares of Class B Common Stock in an exchange transaction for an equivalent number of Class A shares and simultaneously disposed of 6,000 Class A shares in that exchange. The Form 4 characterizes these as "other" transactions rather than open‑market buys or sells. After the exchange, she holds 7,615 shares of Class B Common Stock directly and 30,000 shares of Class A Common Stock. Footnotes state that each share of Class A Common Stock is convertible into one share of Class B Common Stock at any time and has no expiration date.
Graham Holdings Co President and CEO Timothy J. O'Shaughnessy reported a restructuring involving 12,000 shares linked to his family and related entities. The filing shows 400 shares of Class B Common Stock moved in an exchange transaction, leaving him with 27,087 Class B shares, including shares in his 401(k) plan.
A trust for his spouse and children exchanged 5,600 Class B shares, and he is a trustee but not a beneficiary and disclaims beneficial ownership of those securities. Separately, his spouse acquired 6,000 shares of Class A Common Stock in an exchange for an equivalent number of Class B shares, which are convertible into Class B on a one-for-one basis with no expiration date. These are coded as "other" transactions rather than open-market buys or sells.
Graham Holdings Co filed a Form 13F reporting institutional holdings totaling $966,719. The filing shows 6 reported positions in the Form 13F Information Table and was signed by Chief Financial Officer Wallace R. Cooney on 05-15-2026. This is a standard quarterly disclosure of holdings by the reporting manager.
Graham Holdings Company reported the results of its Annual Meeting of Stockholders held on May 5, 2026. Stockholders elected ten directors to the board, with the Class A common stockholders casting 928,001 votes "for" each listed nominee.
Class B common stockholders supported nominees including Tony Allen, Danielle Conley, and Christopher C. Davis, with varying levels of votes "for" and "against." Class A stockholders also approved, on an advisory basis, the 2025 compensation of the company’s named executive officers, with 928,001 votes in favor and no votes against or abstaining.
Graham Holdings Company reported that its Kaplan subsidiary has closed the sale of the Kaplan Languages Group. On a preliminary basis, the company expects to record a current U.S. income tax benefit of approximately $60 million in 2026 related to the KLG business.
Graham Holdings Co reports a Schedule 13G showing Vanguard Capital Management beneficially owns 170,911 shares of Common Stock, representing 5.04% of the class as of 03/31/2026.
Vanguard Capital Management discloses sole dispositive power over 170,911 shares and sole voting power over 25,281 shares. The filing states these holdings include securities held for Vanguard funds and managed accounts where Vanguard or its affiliates exercise voting or dispositive power.
Graham Holdings Company reported solid first-quarter 2026 results with broad-based growth. Revenue for the quarter ended March 31, 2026 was $1,235.992 million, up 6% from $1,165.915 million a year earlier, led by education, television broadcasting, healthcare and manufacturing, partly offset by declines in automotive and other businesses.
Operating income rose to $57.833 million from $47.473 million, while net income attributable to common stockholders increased to $29.106 million or $6.62 diluted EPS, from $23.894 million or $5.45. Excluding items such as a $19.029 million impairment related to Kaplan Languages Group, marketable equity securities losses and other adjustments, adjusted net income attributable to common shares was $73.867 million or $16.79 per diluted share, compared with $51.016 million or $11.64 a year earlier.
The company agreed to sell Kaplan Languages Group and classified its assets and liabilities as held for sale, and its healthcare arm acquired Covenant Home Health in Pennsylvania. Graham Holdings ended the quarter with $822.0 million in borrowings at a 5.8% average interest rate and $1,171.8 million in cash, marketable equity securities and other investments. It also repurchased 32,190 Class B shares for $34.1 million, leaving 4,329,530 shares outstanding.
Graham Holdings Company reported first-quarter 2026 net income attributable to common stockholders of $29.1 million, up from $23.9 million a year earlier, with diluted EPS rising to $6.62 from $5.45.
Revenue increased 6% to $1.236 billion, driven by growth in education, television broadcasting, healthcare and manufacturing, partly offset by lower automotive and other businesses revenue. Operating income improved to $57.8 million from $47.5 million, despite a $19.0 million impairment related to Kaplan Languages Group and $4.1 million of separation program costs.
Results also reflected a $68.9 million net loss on marketable equity securities, $31.0 million in net earnings of affiliates, and modest interest income from adjusting a mandatorily redeemable noncontrolling interest. Cash flow from operations strengthened to $67.7 million, while total debt stood at $822.0 million.
Graham Holdings Co reports an institutional ownership disclosure by Vanguard Portfolio Management holding 175,514 shares of Common Stock. The filing states this position represents 5.18% of the class, with 1,577 shares of sole voting power and 175,514 shares of sole dispositive power. The filing is signed by Vanguard's Head of Global Fund Administration on 04/29/2026.
Graham Holdings director G. Richard Wagoner Jr. indirectly acquired 23 shares of Class B Common Stock at $1,061.70 per share through a revocable trust. The shares were received under the Director Share Purchase Program, where the director elected to take board fees in stock instead of cash, bringing the trust’s holdings to 1,533 shares.