TEGNA Inc.

TEGNA Inc.

TGNAยทNYSE

$20.03

+0.0000%
Communication ServicesBroadcasting

TEGNA Inc. operates as a media company in the United States. The company operates television stations that deliver television programming and digital content. It offers news content to consumers across various platforms, including online, mobile, and social platforms; owns and operates multicast networks under the names True Crime Network, Quest, and Twist that offer on-demand episodes of shows; and operates VAULT Studios, which provides true crime and investigative content in the form of podcasts and original television programs. The company also provides solutions for advertisers through TEGNA Marketing Solutions (TMS). TMS delivers results for advertisers across television and digital platforms, as well as over-the-top (OTT) platforms, including Premion OTT advertising network. As of February 28, 2022, it operated 64 television stations in 51 markets. The company was formerly known as Gannett Co., Inc. and changed its name to TEGNA Inc. in June 2015. TEGNA Inc. was founded in 1906 and is headquartered in Tysons, Virginia.

At a Glance

Live Snapshot
Market Cap$3.24B
EPS1.3600
P/E Ratio14.73
Earnings Date05/06/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal ยท Driver ยท Risk

Signal

High confidence

Valuation multiple is mid-range (P/E 14.7).

Valuation inputs: P/E 14.7, earnings yield +6.8%, momentum 0.0%.

If multiples stay elevated while momentum fades, downside repricing risk rises.

Driver

High confidence

Return profile is soft (ROE +7.0%, ROIC +5.2%).

Profitability stack: net margin +8.1%, ROE +7.0%, ROIC +5.2%.

Quality deterioration often appears in margins before it shows up in headline EPS.

Risk

High confidence

Downside profile looks controlled across current risk inputs.

Risk factors: liabilities/assets +54.1%, momentum 0.0%, net margin +8.1%.

Higher leverage with weak momentum and thin margins can amplify drawdown severity.

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TEGNA Inc. Market vs Earnings Trajectory

TGNA ยท NYSE

Loading price and EPS data...

TEGNA Inc.

TEGNA Inc. Fair Value Envelope

TGNA ยท NYSE

Our analysis suggests that TGNA has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $20.03, this represents a potential HIDDEN relative to our calculated worth for TEGNA Inc..

Intrinsic Value
Current Price: $20.03
3Y-52.0%
5Y-38.0%
10Y-34.0%
3Y-17.0%
5Y-8.0%
10Y-19.0%
3Y-65.0%
5Y-54.0%
10Y-51.0%
3Y-60.0%
5Y-60.0%
10Y-52.0%
3Y-63.0%
5Y-63.0%
10Y-52.0%
3Y-6.0%
5Y-
10Y-20.0%
TEGNA Inc.

TEGNA Inc. Profit Bridge

TGNA ยท NYSE
Revenue2.71B
Cost of Goods Sold (1.73B)
Gross Profit981.15M
Operating Expenses (538.19M)
Operating Income442.97M
Interest Expense (158.39M)
Other Income/Expense-154.17M
Pretax Income288.80M
Income Tax (69.33M)
Net Income219.86M
Net Income
219.86M

Profitability Analysis

Gross Margin

36.2%

Strong gross margins indicate healthy pricing and efficient production or service delivery.

Operating Margin

16.3%

Healthy operating margins demonstrate effective cost control and strong business fundamentals.

Net Profit Margin

8.1%

Moderate profitability with room for improvement. Monitor interest expenses and tax efficiency.

Effective Tax Rate

24.0%

Moderate tax rate typical for most corporations. Represents standard tax burden on profits.

Profitability Insight

Room for improvement: Moderate profitability with opportunities to enhance margins through better cost management or pricing strategy.

36.18%
Gross Profit Margin
-17%
3Y-25.0%
5Y-26.0%
10Y-48.0%
16.33%
Operating Profit Margin
-35%
3Y-46.0%
5Y-45.0%
10Y-44.0%
8.11%
Net Profit Margin
-58%
3Y-58.0%
5Y-51.0%
10Y-39.0%
6.97%
Return on Equity
-65%
3Y-66.0%
5Y-70.0%
10Y-64.0%
3.20%
Return on Assets
-61%
3Y-63.0%
5Y-55.0%
10Y-38.0%
5.22%
Return on Invested Capital
-41%
3Y-52.0%
5Y-49.0%
10Y-39.0%
TGNA

TEGNA Inc. Cash Conversion Engine

TGNA ยท NYSE
Net Income219.47M
Depreciation & Amortization96.99M
Stock-Based Compensation26.18M
Change in Working Capital-55.12M
Others23.85M
Capital Expenditures-43.43M
Free Cash Flow282.56M

Cash Flow Quality Analysis

FCF Conversion Rate

128.7%

Excellent cash generation. The company converts earnings to cash at or above 100%, indicating high-quality earnings.

CapEx Intensity

13.3%

Asset-light business model. Low capital requirements leave more cash available for shareholders and growth investments.

FCF Growth Trend

-55.3%

Significant FCF decline raises concerns. Urgent review needed of operational performance and capital allocation.

Working Capital Impact

-$55.12M

Minimal working capital impact on FCF. Changes in operating assets and liabilities well-managed.

Cash Flow Quality Insight

Asset-light with strong cash conversion: Low capital requirements combined with efficient cash generation creates significant shareholder value through dividends, buybacks, or strategic investments.

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TEGNA Inc. Funding & Solvency Profile

TGNA ยท NYSE
Cash & Cash Equivalents-291.24M
Net Receivables626.64M
Inventory0.00
Other Current Assets645.60M
Total Current Assets981 M
Property, Plant & Equipment0.00
Goodwill & Intangible Assets5.29B
Long-Term Investments42.29M
Other Non-Current Assets560.90M
Total Non-Current Assets603 M
Total Assets
6.87B

Financial Health Analysis

Current Ratio

2.28x

Excellent liquidity position. The company can easily cover its short-term obligations with substantial cushion.

Debt-to-Equity Ratio

1.18x

Elevated leverage. Debt exceeds equity, which amplifies both gains and risks. Monitor debt servicing ability.

Working Capital

551 M

Strong working capital position provides significant operational flexibility and financial cushion.

Asset Composition

14% Current

Capital-intensive business with significant long-term investments in property, equipment, or intangibles.

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TEGNA Inc. Street Expectations Map

TGNA ยท NYSE

Wall Street analysts project that TGNA stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 22.00, with estimates ranging from a low of 22.00 to a high of 22.00.

Lowest Target
22.00
9.84%
Consensus Target
22.00
9.84%
Highest Target
22.00
9.84%

The consensus 1-year price target stands at 22.00, with estimates ranging from a low of 22.00 to a high of 22.00.

Analyst Consensus Analysis

Upside Potential

+9.8%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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TEGNA Inc. Insider Positioning

TGNA ยท NYSE

During the last 12 months, there has been no insider trading activity reported for TGNA.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

No selling activity

Insider Activity Analysis

Net Insider Sentiment

Neutral

No insider trading activity reported. This could indicate blackout periods, lack of conviction, or regulatory restrictions.

Insider Participation

No Activity

No insider trading activity reported from any insiders in the past year.

0.64%
Dividend Yield
5%
3Y+44.0%
5Y+28.0%
10Y-31.0%
ย 

tgna Dividend History

TGNA
10Y CAGR +3%
Latest $0.125
Annual $0.5
5 year growth trend
Last Period: +0%