NYSE · Consumer Discretionary

GANNETT CO INC TDAY

USA TODAY Co., Inc. operates as a media and digital marketing solutions company in the United States. It operates through three segments: Domestic Gannett Media, Newsquest, and Digital Marketing Solutions. The company’s print offerings include home delivery on a subscription basis; single copy; and non-daily publications, such as shoppers and niche publications.

Newspapers/Magazines

Company profile

Business mix

  • It operates through three segments: Domestic Gannett Media, Newsquest, and Digital Marketing Solutions.
  • The company’s print offerings include home delivery on a subscription basis; single copy; and non-daily publications, such as shoppers and niche publications.
  • It also provides digital-only subscription, including local media brands, USA TODAY NETWORK community events platform, magazines, sports, and games; and E-newspapers; and digital advertising and marketing services.
  • In addition, the company offers digital news and media brands; daily and weekly newspapers; digital advertising and marketing products and solutions.

Current key questions

  • Can broadband, mobile, video, and enterprise connectivity demand support subscriber growth, ARPU, and lower churn?
  • How do network investment, fiber capacity, spectrum, competition, regulation, and currency exposure affect free cash flow?
  • Does leverage, asset sales, M&A discipline, or market consolidation improve long-term per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 41.04 FCF 5.02% Buyback -11.41%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Miller Value Partners Bill Miller 3.6% $13.9M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 0 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $5.2M Estimated from net reduced shares
Net share change / base shares -27.4% -743,535 / 2,712,815
Miller Value Partners Bill Miller 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 21.1% 13F value change +$3.9M
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 3.6% 13F value change +$2.3M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 0.0% 13F value change +$3.5M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -42.1% 13F value change -$3.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,712,815 Last 4 periods -743,535 (-27.4%) Total shares 1,969,280 Value $13.9M

Recent mentions

No public mentions.