SG Americas Securities LLC Raises Stake in Graham Holdings Company $GHC

SG Americas Securities LLC lifted its stake in Graham Holdings Company (NYSE:GHC) by 596.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,100 shares of the company’s stock after purchasing an additional 942 shares during the period. SG Americas Securities LLC’s holdings in Graham were worth $1,295,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Cresset Asset Management LLC increased its position in Graham by 312.1% during the 2nd quarter. Cresset Asset Management LLC now owns 2,580 shares of the company’s stock valued at $2,442,000 after purchasing an additional 1,954 shares during the period. Voya Investment Management LLC boosted its stake in shares of Graham by 29.3% during the first quarter. Voya Investment Management LLC now owns 5,261 shares of the company’s stock valued at $5,055,000 after purchasing an additional 1,192 shares in the last quarter. Sequoia Financial Advisors LLC bought a new position in shares of Graham during the second quarter valued at approximately $355,000. Corient Private Wealth LLC raised its stake in Graham by 109.2% in the second quarter. Corient Private Wealth LLC now owns 1,908 shares of the company’s stock worth $1,805,000 after buying an additional 996 shares in the last quarter. Finally, Assenagon Asset Management S.A. purchased a new stake in Graham during the second quarter worth $1,722,000. Institutional investors own 93.16% of the company’s stock.

Graham Trading Down 0.6%

Shares of NYSE:GHC opened at $1,142.17 on Friday. The business’s 50-day moving average is $1,101.30 and its 200 day moving average is $1,058.23. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.32 and a quick ratio of 1.14. Graham Holdings Company has a 1 year low of $875.60 and a 1 year high of $1,200.00. The firm has a market capitalization of $4.98 billion, a P/E ratio of 6.83 and a beta of 0.75.

Graham (NYSE:GHC) last issued its quarterly earnings results on Wednesday, October 29th. The company reported $14.08 earnings per share for the quarter, topping the consensus estimate of $12.36 by $1.72. Graham had a return on equity of 6.29% and a net margin of 14.93%.The business had revenue of $1.28 billion during the quarter, compared to the consensus estimate of $1.19 billion.

Graham Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, February 19th. Shareholders of record on Wednesday, February 4th will be given a dividend of $1.88 per share. The ex-dividend date of this dividend is Wednesday, February 4th. This represents a $7.52 annualized dividend and a yield of 0.7%. This is a boost from Graham’s previous quarterly dividend of $1.80. Graham’s payout ratio is presently 4.30%.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on GHC. Weiss Ratings reiterated a “buy (b+)” rating on shares of Graham in a report on Monday, December 29th. Wall Street Zen raised Graham from a “hold” rating to a “buy” rating in a research report on Saturday, November 1st. One investment analyst has rated the stock with a Buy rating, According to data from MarketBeat.com, the stock has a consensus rating of “Buy”.

Graham Profile

Graham Corporation is a U.S.-based industrial equipment manufacturer specializing in the design and production of vacuum and heat transfer systems. The company’s core offerings include vacuum pumps, exhausters, and energy recovery turbines, as well as steam surface condensers and specialized heat exchangers. These products are engineered to support critical processes in industries that require controlled environments and efficient thermal management.

In addition to its standard product lines, Graham Corporation provides aftermarket services such as equipment installation, field maintenance, performance testing, and spare parts supply.