USA TODAY Co., Inc. (TDAY) Stock Price & Analysis
USA TODAY Co., Inc. (TDAY) closed at USD 7.04 on Thursday, October 22, 2026, up 1.73% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 6.92; the Oct 22, 2026 session ranged USD 6.85–7.1 on volume of 1,562,105 shares. Market capitalization is $1.03B, with a 52-week range of USD 3.65–9.21 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 10:11 UTC.
Also available as compact Markdown for AI agents: nexqual.com/TDAY.md
Key facts (TDAY)
- Last four reported quarters (through Jun 30, 2026): revenue $2.23B, net income -$40.3M (-1.8% margin), free cash flow $61.6M (SEC filings).
- 2 of 80 tracked superinvestors hold TDAY (13F, Q2 2026): 0 new, 0 added, 1 reduced, 1 unchanged.
- Analysts: Buy (mean 2.33 on a 1–5 scale) (6 analysts), mean target USD 8.7 (range 5–10).
- Total return with dividends: 1Y +86.7% vs S&P 500 +14.9%; 5Y +17.7% vs S&P 500 +80.3%.
- Next earnings: 2026-11-05, EPS estimate USD -0.07, revenue estimate $528M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (TDAY)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $3.21B | $2.95B | $2.66B | $2.51B | $2.30B | $2.23B |
| Gross profit | $1.31B | $1.08B | $972M | $964M | $891M | — |
| Operating income | $109M | -$33.6M | $86.3M | -$42.8M | — | — |
| Net income | -$135M | -$78.0M | -$27.8M | -$26.4M | $1.7M | -$40.3M |
| EPS (diluted) | -$1.00 | -$0.57 | -$0.20 | -$0.18 | $0.01 | — |
| Free cash flow | $87.9M | -$4.6M | $56.5M | $50.8M | $62.9M | $61.6M |
| Gross margin | 40.7% | 36.8% | 36.5% | 38.4% | 38.7% | — |
| Operating margin | 3.4% | -1.1% | 3.2% | -1.7% | — | — |
| Net margin | -4.2% | -2.6% | -1.0% | -1.1% | 0.1% | -1.8% |
| Revenue growth | -5.8% | -8.2% | -9.6% | -5.8% | -8.3% | — |
| Cash + short-term investments | $131M | $94.3M | $100M | $106M | $90.2M | — |
| Total debt | $1.23B | $1.16B | $1.04B | $1.08B | $954M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (TDAY)
P/S 0.5x · EV/Sales 0.8x · P/FCF 16.8x · P/B 6.7x · FCF yield 5.96% · Earnings yield -3.90% · Buyback yield (TTM) 0.27% · Net debt $863M · EV $1.90B
P/E at fiscal year-ends: Dec 2025 429.8x.
Superinvestors (SEC 13F-HR, Q2 2026) (TDAY)
2 of 80 tracked investors hold TDAY. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Bill Miller | Miller Value Partners | 2.83% | $12.0M | Reduced -28.9% |
| Leon Cooperman | Omega Family Office | 1.51% | $53.6M | Unchanged |
Analysts (TDAY)
Consensus Buy (mean 2.33 on a 1–5 scale), 6 analysts; mean target USD 8.7 (low 5, high 10).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-08-07 | Rosenblatt | Maintained | Buy | $10 |
| 2026-07-14 | Citizens | Target raised | Market Outperform | $8 → $10 |
Total return (dividends reinvested) (TDAY)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +86.7% | +17.7% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +87.1% | +3.3% |
| Volatility (annualized) | 48.9% | 59.7% |
| Max drawdown | -31.6% (Aug 2026→Sep 2026) | -77.5% (Feb 2022→Oct 2022) |
TDAY analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $-0.07 | $-0.03 | +183.7% | $528.4M | 4 |
| Next quarter (ends Dec 2026) | $0.16 | $0.12 | +29.5% | $569.8M | 4 |
| Current fiscal year (ends Dec 2026) | $0.29 | $0.31 | -4.0% | $2.18B | 5 |
| Next fiscal year (ends Dec 2027) | $0.27 | $0.31 | -12.0% | $2.14B | 4 |
Key Statistics (as of October 23, 2026 at 10:11 UTC)
| Price | USD 7.04 |
|---|---|
| Change | ▲ 1.73% (up) |
| Previous Close | USD 6.92 |
| Open | USD 6.91 |
| Day Range | USD 6.85 – 7.1 |
| 52-Week Range | USD 3.65 – 9.21 |
| Volume | 1,562,105 shares |
| Market Cap | $1.03B |
| Exchange | NYQ |
Technical Analysis (TDAY)
Nexqual's technical model rates TDAY "STRONG BUY" based on 5 bullish and 0 bearish signals across 127 daily candles, as of October 23, 2026 at 10:11 UTC.
| Overall Signal | STRONG BUY |
|---|---|
| RSI (14) | 56.35 (neutral) |
| vs SMA50 | Above (USD 6.66) |
| MACD | 0.09 (positive) |
Analyst Ratings (TDAY)
Wall Street analysts rate TDAY "Buy" based on 6 analysts, with a mean price target of USD 8.7 (range USD 5–10), per Nexqual as of October 23, 2026 at 10:11 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 6 |
| Mean Target | USD 8.7 |
| High Target | USD 10 |
| Low Target | USD 5 |
| Buy / Hold / Sell | 4 / 1 / 1 |
Earnings (TDAY)
| Next Earnings Date | 2026-11-05 |
|---|---|
| EPS Estimate | USD -0.02 |
| Revenue Estimate | $528.43M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.06 vs est -0.02 ▲ beat |
| 2026-03-31 | USD 0.12 vs est -0.1 ▲ beat |
| 2025-12-31 | USD -0.21 vs est -0.36 ▲ beat |
| 2025-09-30 | USD -0.27 vs est -0.12 ▼ miss |
Source: Nexqual, October 23, 2026 at 10:11 UTC.
Financials & Fundamentals (TDAY)
| Total Revenue | $2.23B |
|---|---|
| Revenue Growth (latest quarter, YoY) | -8.30% |
| Gross Margin | +39.47% |
| Operating Margin | +4.22% |
| Profit Margin | -1.81% |
| ROE | -20.66% |
| Debt / Equity | 7.26 |
| Current Ratio | 0.81 |
| Total Cash | $86.66M |
| Total Debt | $1.11B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $61.59M (2.8% of revenue) |
Source: Nexqual, October 23, 2026 at 10:11 UTC.
Financial Health Score (TDAY)
Nexqual rates USA TODAY Co., Inc.'s overall financial health "Weak" across five dimensions, as of October 23, 2026 at 10:11 UTC.
| Growth | Weak — Revenue -8% YoY (annual), declining |
|---|---|
| Profitability | Mixed — Gross margin 39%, operating 4% (last 12 months) |
| Balance Sheet | Critical — $87M cash and investments vs $950M debt (Jun 2026, SEC) |
| Cash Flow | Mixed — FCF $62M (last 4 quarters to Jun 2026, SEC), slim 2.8% margin |
| Efficiency | Critical — ROE -21%, ROA 4.8% |
Ownership (TDAY)
| Insider Ownership | +9.07% |
|---|---|
| Institutional Ownership | +96.95% |
| Shares Outstanding | 146.82M |
| Float | 101.56M |
| Short % of Float | +18.14% |
Source: Nexqual, October 23, 2026 at 10:11 UTC.
Leadership (TDAY)
USA TODAY Co., Inc. is led by Michael E. Reed, Chairman, CEO & President, per Nexqual as of October 23, 2026 at 10:11 UTC.
| Chairman, CEO & President | Michael E. Reed |
|---|---|
| CFO, Senior VP- Finance & Investor Relations | Trisha M. Gosser |
| Chief Technology & Data Officer | Joseph Miranda |
| Senior Vice President of Corporate Development | Jay Fogarty |
| Chief Revenue Officer | Jason Taylor |
Major Backers & Investors (TDAY)
Notable institutional backers of USA TODAY Co., Inc. include Two Seas Capital Lp, Apollo Management Holdings, L.P., Alta Fundamental Advisers LLC, according to Nexqual as of October 23, 2026 at 10:11 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Two Seas Capital Lp | 9.88% |
| Apollo Management Holdings, L.P. | 8.26% |
| Alta Fundamental Advisers LLC | 7.32% |
| Cooperman, Leon G. | 4.27% |
| Goldman Sachs | 3.4% |
| Shaw D.E. & Co., Inc. | 3.05% |
| Philosophy Capital Management Llc | 2.93% |
| Vr Advisory Services Ltd | 2.52% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 7.16% |
| Vanguard Group | 4.12% |
Source: Nexqual, October 23, 2026 at 10:11 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| SCHL | Scholastic Corporation | USD 39.01 | ▲ 0.88% |
| WLYB | John Wiley & Sons, Inc. | USD 54.08 | ▲ 0.63% |
| PSO | Pearson, Plc | USD 18.39 | ▲ 1.32% |
| NYT | New York Times Company (The) | USD 69.42 | ▲ 0.81% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 10:11 UTC. This page is informational and not investment advice.
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