TDAY at a glance
USA TODAY Co., Inc. (TDAY, SEC CIK 1579684) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 15, 2026 and Form 4 insider filings as recently as October 1, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), USA TODAY Co., Inc. (TDAY) reported revenue of $2.3 billion (down 8.3% from FY2024) and net income of $1.7 million. Diluted EPS was $0.01.
- As of June 30, 2026, 26 institutional investment managers tracked by SignalX reported holding USA TODAY Co., Inc. (TDAY) shares worth $414.1 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.3B
- −8.3% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 26 funds
- $414.1M · −2 vs prior quarter
- Latest 8-K
- Sep 15, 2026
- Item 7.01 · Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: diversified media company with national/local journalism and digital marketing solutions
- New corporate name USA TODAY Co., Inc. adopted November 2025, segment renaming to USA TODAY Media and LocaliQ
- Strategic focus on digital-first growth, digital revenue now 46% of total or $1.1 billion in 2025
- Paid digital-only subscriptions reached ~1.5 million, surpassing print subscriptions as of December 31, 2025
- Average 186 million unique visitors in 2025 across USA TODAY Media and Newsquest segments
Risk Factors
- Google litigation expert fees $4.8M in 2025, down 63% YoY, ongoing regulatory/legal risk tied to major tech adversary
- Foreign currency risk impacting revenues notably via Newsquest U.K. operations and others; 2025 currency fluctuations positively affected results
- Dependence on third-party online media for LocaliQ segment creates supply chain vulnerability affecting digital marketing services revenue
- Declining print advertising and circulation revenues ($156M decline in 2025) expose vulnerability to digital competitors and shifting market dynamics
- $900M 2029 Term Loan Facility refinancing reduces debt burden, but interest expense still high at $97.2M in 2025, indicating financial leverage risk
Management Discussion & Analysis
- Revenue mix shift: Digital revenues 46% of total in 2025 vs 44% in 2024, driven by USA TODAY Media, Newsquest, and LocaliQ
- Operating cash flow $114.4M with $135.5M long-term debt repaid in 2025
- Best segment: USA TODAY Media with largest audience reach and digital growth; worst segment not explicitly quantified
- Capital allocation includes $15M incremental debt for Detroit News acquisition under 2029 Term Loan Facility
- Outlook risks: Advertising demand pressure from macroeconomic uncertainty, rising newsprint costs, AI ecosystem changes, platform dependency on tech giants
AI summary of the TDAY 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $536.3M, down 8% YoY from $584.9M; digital $254.3M, down 4%; print and commercial $282.0M, down 12%
- Net income $9.1M, down 88% YoY from $78.4M; effective tax rate 36.8% vs NM
- Best product line: digital-only subscriptions $43.0M, up 6% YoY; worst: print circulation $109.3M, down 14%
- Total Adjusted EBITDA $56.9M, down from $64.2M; operating costs $328.1M, down 9%
- Headwinds: newsprint price increases, weaker advertising demand, macroeconomic uncertainty, platform dependence and potential interest-rate volatility
Risk Factors
- No material risk-factor changes from the December 31, 2025 Form 10-K
- Liquidity flexibility: $96.9 million remaining under authorized stock-repurchase program
- Capital-allocation constraint: no share repurchases anticipated during third quarter 2026
AI summary of the TDAY 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- USA TODAY Co. uses its website’s Investor Relations and News and Events pages for material company disclosures
- Time-sensitive investor information may appear on the website outside Form 8-K filings
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Board expanded from eight to nine directors with Timothy Allen’s appointment effective September 15, 2026
- Allen joins the Audit Committee, adding oversight capacity for financial reporting and controls
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026, announced August 6, 2026
- Detailed financial results furnished in Exhibit 99.1 press release
Item EX-99.1: Item EX-99.1
- Q2 revenue $536.3M, down 8.3% YoY, while digital revenue reached $254.3M or 47.4% of total
- GAAP net income $9.1M, marking a second consecutive profitable quarter, but below $78.4M last year
Item 5.07: Submission of Matters to a Vote of Security Holders
- All eight director nominees elected through 2027, with 105.1–106.1 million votes for each
- Grant Thornton LLP ratified as independent auditor for fiscal 2026, with 125.8 million votes for
AI summaries of TDAY 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for TDAY
Don't miss the next TDAY filing
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Louis John Jeffry | A | Sep 30, 2026 | 4,769 | - |
| Gallagher Cindy | A | Aug 11, 2026 | 51,169 | - |
| Reed Michael | A | Aug 11, 2026 | 383,771 | - |
| Gosser Trisha | A | Aug 11, 2026 | 87,719 | - |
| Gallagher Cindy | M | Aug 6, 2026 | 9,070 | - |
| Gallagher Cindy | F | Aug 6, 2026 | 2,731 | $8.00 |
| Gallagher Cindy | M | Aug 6, 2026 | 9,070 | - |
| Reed Michael | F | Aug 6, 2026 | 57,880 | $8.00 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $2.7B | $2.5B | $2.3B |
| Operating Income | - | -$42.8M | - |
| Net Income | -$27.8M | -$26.4M | $1.7M |
| Op. Margin | - | -1.7% | - |
| Net Margin | -1.0% | -1.1% | 0.1% |
| Balance Sheet | |||
| Total Assets | $2.2B | $2.0B | $1.8B |
| Equity | - | $153.1M | $155.1M |
| ROE | - | -17.2% | 1.1% |
| Per Share | |||
| EPS | $-0.20 | $-0.18 | $0.01 |
| Cash Flow | |||
| Operating CF | - | $100.3M | $114.4M |
| CapEx | $38.1M | $49.5M | $51.5M |
Source: XBRL data in USA TODAY Co., Inc. (TDAY)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate TDAY share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 26 | $414.1M |
| Q1 2026 | 28 | $311.9M |
| Q4 2025 | 24 | $234.3M |
| Q3 2025 | 26 | $181.7M |
| Q2 2025 | 25 | $151.0M |
| Q1 2025 | 21 | $97.8M |
| Q4 2024 | 18 | $149.4M |
| Q3 2024 | 16 | $123.5M |
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- Goldman Sachs Group−2.17M (-30%)
- Northern Trust−129.2K (-9%)
- Renaissance Technologies LLC−98.4K (-11%)
- Prudential Financial−41.1K (-43%)
- BNY Mellon−5.9K (-1%)
- Citadel Advisors LLC−397.1K
- Millennium Management−349.1K
Source: 13F-HR filings on SEC EDGAR (aggregated from 184 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
TDAY filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 1, 2026 | - | - | - |
| 8-K | Sep 15, 2026 | - | Analysis | - |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 8-K | Jun 1, 2026 | - | Analysis | |
| 8-K | May 12, 2026 | - | Analysis | |
| 8-K | Apr 30, 2026 | - | Analysis | - |
| 10-Q | Apr 30, 2026 | Mar 31, 2026 | Analysis | |
| 4 | Apr 1, 2026 | - | - | - |
| 4 | Mar 25, 2026 | - | - | - |
| 4 | Mar 25, 2026 | - | - | - |
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TDAY SEC filings: frequently asked questions
Which institutions hold TDAY stock?
As of June 30, 2026, the largest USA TODAY Co., Inc. (TDAY) holders among the 13F filers tracked by SignalX were BlackRock ($89.9 million), Vanguard Capital Management LLC ($51.7 million), Goldman Sachs Group ($42.7 million), D.E. Shaw & Co ($38.3 million), Dimensional Fund Advisors ($30.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was TDAY's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), USA TODAY Co., Inc. (TDAY) reported revenue of $2.3 billion (down 8.3% from FY2024) and net income of $1.7 million. Diluted EPS was $0.01. The figures come from the XBRL data in the 10-K.
What are the main risks in TDAY's latest 10-K?
In the 10-K filed February 26, 2026, USA TODAY Co., Inc. (TDAY) flagged: Google litigation expert fees $4.8M in 2025, down 63% YoY, ongoing regulatory/legal risk tied to major tech adversary. Foreign currency risk impacting revenues notably via Newsquest U.K. operations and others; 2025 currency fluctuations positively affected results. (AI summary of the Risk Factors section.)
What did TDAY report in its latest 8-K?
USA TODAY Co., Inc. (TDAY) filed an 8-K on September 15, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 5.02 (Departure/Appointment of Directors or Principal Officers). USA TODAY Co. uses its website’s Investor Relations and News and Events pages for material company disclosures.
What are the latest TDAY SEC filings?
USA TODAY Co., Inc. (TDAY) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 15, 2026 and a Form 4 insider filing on October 1, 2026.
What is TDAY's SEC CIK number?
USA TODAY Co., Inc. (TDAY)'s SEC Central Index Key (CIK) is 1579684. EDGAR lists every TDAY filing under that number.
Ask anything about TDAY
The research agent reads TDAY's filings, financials, insider trades and 13F holders, then answers with sources.