The New York Times Company (NYT) Stock Price & Analysis
The New York Times Company (NYT) closed at USD 69.42 on Thursday, October 22, 2026, up 0.81% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 68.86; the Oct 22, 2026 session ranged USD 68.72–69.72 on volume of 1,994,682 shares. Market capitalization is $11.20B, with a 52-week range of USD 55.93–87.1 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:48 UTC.
Also available as compact Markdown for AI agents: nexqual.com/NYT.md
Key facts (NYT)
- Last four reported quarters (through Jun 30, 2026): revenue $2.98B, net income $393M (13.2% margin), free cash flow $623M (SEC filings).
- Valuation: P/E 28.5x (avg 32.5x at the last 3 fiscal year-ends).
- 3 of 80 tracked superinvestors hold NYT (13F, Q2 2026): 1 new, 1 added, 1 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 4 Form 4 filings, $2.1M; 4 not under a Rule 10b5-1 plan ($2.1M); 0 by opportunistic insiders, 1 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 2.20 on a 1–5 scale) (10 analysts), mean target USD 76.89 (range 63–85).
- Total return with dividends: 1Y +23.3% vs S&P 500 +14.9%; 5Y +33.4% vs S&P 500 +80.3%.
- Next earnings: 2026-11-04, EPS estimate USD 0.65, revenue estimate $767M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (NYT)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $2.07B | $2.31B | $2.43B | $2.59B | $2.82B | $2.98B |
| Operating income | $268M | $202M | $276M | $351M | $432M | $475M |
| Net income | $220M | $174M | $232M | $294M | $344M | $393M |
| EPS (diluted) | $1.31 | $1.04 | $1.40 | $1.77 | $2.09 | — |
| Free cash flow | $234M | $114M | $338M | $381M | $551M | $623M |
| Operating margin | 12.9% | 8.7% | 11.4% | 13.6% | 15.3% | 16.0% |
| Net margin | 10.6% | 7.5% | 9.6% | 11.4% | 12.2% | 13.2% |
| Revenue growth | +16.3% | +11.3% | +5.1% | +6.6% | +9.2% | — |
| Cash + short-term investments | $661M | $347M | $452M | $566M | $642M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (NYT)
P/E 28.5x · P/S 3.8x · P/FCF 18.0x · P/B 5.5x · FCF yield 5.56% · Earnings yield 3.51% · Dividend yield (paid, TTM) 1.13% · Buyback yield (TTM) 1.56%
P/E at fiscal year-ends: Dec 2025 33.3x, Dec 2024 29.4x, Dec 2023 34.9x.
Superinvestors (SEC 13F-HR, Q2 2026) (NYT)
3 of 80 tracked investors hold NYT. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Abrams Bison Investments, LLC | 4.55% | $93.2M | Reduced -6.0% | |
| Francois Rochon | Giverny Capital | 1.14% | $33.9M | New position |
| Warren Buffett | Berkshire Hathaway | 0.37% | $1.10B | Added +3.6% |
Insider sales (SEC Form 4, open-market, last ~7 months) (NYT)
0 of 4 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-06-03 | Welch Jacqueline M | EVP and CHRO | 4,000 | $297K | 14.4% | No | Too little history (no open-market trades in 2023 or 2024) |
| 2026-05-12 | Kopit Levien Meredith A. | PRESIDENT & CEO | 9,750 | $761K | 4.3% | No | Routine (sold in Feb each year 2023–2025; this trade is outside those months) |
| 2026-05-12 | Bardeen William | EVP, Chief Financial Officer | 4,121 | $321K | 22.1% | No | Too little history (no open-market trades in 2023) |
| 2026-05-11 | Perpich David S. | Director | 9,000 | $694K | 0.6% | No | Too little history (no open-market trades in 2023) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (NYT)
Consensus Buy (mean 2.20 on a 1–5 scale), 10 analysts; mean target USD 76.89 (low 63, high 85).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-12 | Morgan Stanley | Target lowered | Equal-Weight | $90 → $75 |
| 2026-09-15 | Guggenheim | Upgrade | Neutral → Buy | $70 → $82 |
| 2026-08-06 | Evercore ISI Group | Target lowered | Outperform | $92 → $85 |
| 2026-08-06 | Barclays | Target lowered | Equal-Weight | $66 → $63 |
Total return (dividends reinvested) (NYT)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +23.3% | +33.4% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +23.4% | +5.9% |
| Volatility (annualized) | 32.0% | 28.1% |
| Max drawdown | -27.7% (Apr 2026→Sep 2026) | -48.8% (Oct 2021→Sep 2022) |
NYT revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Subscription | $537.9M | 70.5% | +11.7% |
| Advertising | $149.1M | 19.6% | +11.3% |
| Affiliate, licensing and other | $75.5M | 9.9% | +7.1% |
| Total revenue | $762.5M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
NYT suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Competitor | Microsoft (MSFT) | “Our news and lifestyle products compete for audience, subscriptions, advertising, affiliate referrals and licensees with other providers of U.S. and global news and lifestyle information, from companies such as The Wall Street Journal, The Washington Post, CNN, BBC News, The Guardian, Financial Times, ESPN and other general interest and vertical media; and with customized news feeds, news aggregators, social media…” |
| Competitor | OpenAI | “Our news and lifestyle products compete for audience, subscriptions, advertising, affiliate referrals and licensees with other providers of U.S. and global news and lifestyle information, from companies such as The Wall Street Journal, The Washington Post, CNN, BBC News, The Guardian, Financial Times, ESPN and other general interest and vertical media; and with customized news feeds, news aggregators, social media…” |
| Competitor | Apple (AAPL) | “Our news and lifestyle products compete for audience, subscriptions, advertising, affiliate referrals and licensees with other providers of U.S. and global news and lifestyle information, from companies such as The Wall Street Journal, The Washington Post, CNN, BBC News, The Guardian, Financial Times, ESPN and other general interest and vertical media; and with customized news feeds, news aggregators, social media…” |
| Competitor | Alphabet (Google) (GOOGL) | “Our news and lifestyle products compete for audience, subscriptions, advertising, affiliate referrals and licensees with other providers of U.S. and global news and lifestyle information, from companies such as The Wall Street Journal, The Washington Post, CNN, BBC News, The Guardian, Financial Times, ESPN and other general interest and vertical media; and with customized news feeds, news aggregators, social media…” |
| Competitor | ByteDance | “Our news and lifestyle products compete for audience, subscriptions, advertising, affiliate referrals and licensees with other providers of U.S. and global news and lifestyle information, from companies such as The Wall Street Journal, The Washington Post, CNN, BBC News, The Guardian, Financial Times, ESPN and other general interest and vertical media; and with customized news feeds, news aggregators, social media…” |
| Competitor | Meta Platforms (META) | “Our news and lifestyle products compete for audience, subscriptions, advertising, affiliate referrals and licensees with other providers of U.S. and global news and lifestyle information, from companies such as The Wall Street Journal, The Washington Post, CNN, BBC News, The Guardian, Financial Times, ESPN and other general interest and vertical media; and with customized news feeds, news aggregators, social media…” |
Quoted from the company's 10-K filed Feb 27, 2026.
NYT company outlook (results filed Aug 5, 2026)
- “Below is the Company's guidance for revenues and adjusted operating costs for the third quarter of 2026 compared with the third quarter of 2025.”
Quoted word-for-word from the SEC 8-K results press release.
NYT analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.65 | $0.67 | -4.1% | $766.9M | 7 |
| Next quarter (ends Dec 2026) | $0.97 | $0.98 | -0.8% | $868.7M | 7 |
| Current fiscal year (ends Dec 2026) | $2.85 | $2.88 | -0.8% | $3.11B | 9 |
| Next fiscal year (ends Dec 2027) | $3.13 | $3.22 | -2.9% | $3.33B | 9 |
NYT options: expected move
Options price a move of about ±9.8% (±$6.78) by Nov 20, 2026, which includes earnings on Nov 4, 2026. Over the last 8 reports the stock moved ±6.7% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 43.0% | ±9.8% |
| Dec 18, 2026 | 56 | 38.2% | ±12.1% |
| Jan 15, 2027 | 84 | 35.8% | ±13.8% |
| Apr 16, 2027 | 175 | 35.9% | ±19.8% |
30-day implied volatility 41.9% vs 39.7% realized over the last 30 trading days. Put/call ratio (volume) 0.07. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 09:48 UTC)
| Price | USD 69.42 |
|---|---|
| Change | ▲ 0.81% (up) |
| Previous Close | USD 68.86 |
| Open | USD 69.11 |
| Day Range | USD 68.72 – 69.72 |
| 52-Week Range | USD 55.93 – 87.1 |
| Volume | 1,994,682 shares |
| Market Cap | $11.20B |
| Exchange | NYQ |
Technical Analysis (NYT)
Nexqual's technical model rates NYT "BUY" based on 5 bullish and 1 bearish signals across 127 daily candles, as of October 23, 2026 at 09:48 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 59.43 (neutral) |
| vs SMA50 | Above (USD 66.73) |
| MACD | 0.66 (positive) |
Analyst Ratings (NYT)
Wall Street analysts rate NYT "Buy" based on 10 analysts, with a mean price target of USD 76.89 (range USD 63–85), per Nexqual as of October 23, 2026 at 09:48 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 10 |
| Mean Target | USD 76.89 |
| High Target | USD 85 |
| Low Target | USD 63 |
| Buy / Hold / Sell | 7 / 3 / 0 |
Earnings (NYT)
| Next Earnings Date | 2026-11-04 |
|---|---|
| EPS Estimate | USD 0.65 |
| Revenue Estimate | $766.87M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.69 vs est 0.67 ▲ beat |
| 2026-03-31 | USD 0.61 vs est 0.47 ▲ beat |
| 2025-12-31 | USD 0.89 vs est 0.88 ▲ beat |
| 2025-09-30 | USD 0.59 vs est 0.53 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:48 UTC.
Financials & Fundamentals (NYT)
| Total Revenue | $2.95B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +11.30% |
| Gross Margin | +50.96% |
| Operating Margin | +17.12% |
| Profit Margin | +13.31% |
| ROE | +19.72% |
| Current Ratio | 1.58 |
| Total Cash | $660.81M |
| Total Debt | $0 |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $623.02M (20.9% of revenue) |
Source: Nexqual, October 23, 2026 at 09:48 UTC.
Financial Health Score (NYT)
Nexqual rates The New York Times Company's overall financial health "Solid" across five dimensions, as of October 23, 2026 at 09:48 UTC.
| Growth | Solid — Revenue +9% YoY (annual) |
|---|---|
| Profitability | Strong — Gross margin 51%, operating 17% (last 12 months) |
| Balance Sheet | Mixed — $661M cash, no debt |
| Cash Flow | Strong — FCF $623M (last 4 quarters to Jun 2026, SEC), 21% margin |
| Efficiency | Solid — ROE 20%, ROA 10.4% |
Ownership (NYT)
| Insider Ownership | +11.29% |
|---|---|
| Institutional Ownership | +95.18% |
| Shares Outstanding | 160.50M |
| Float | 133.67M |
| Short % of Float | +11.65% |
Source: Nexqual, October 23, 2026 at 09:48 UTC.
Leadership (NYT)
The New York Times Company is led by Meredith A. Kopit Levien, CEO, President & Director, per Nexqual as of October 23, 2026 at 09:48 UTC.
| CEO, President & Director | Meredith A. Kopit Levien |
|---|---|
| Chairman of the Board & Publisher | Arthur Gregg Sulzberger |
| Executive VP & Chief Financial Officer | William Bardeen |
Major Backers & Investors (NYT)
Notable institutional backers of The New York Times Company include Berkshire Hathaway, AQR Capital Management, LLC, Linonia Partnership LP, according to Nexqual as of October 23, 2026 at 09:48 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Berkshire Hathaway | 9.78% |
| AQR Capital Management, LLC | 5.64% |
| Linonia Partnership LP | 5.63% |
| T. Rowe Price | 5.02% |
| Darsana Capital Partners, LP | 3.12% |
| SmallCap World Fund Inc | 1.12% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 9.81% |
| Vanguard Group | 8.61% |
| State Street | 3.14% |
| Geode Capital | 3.03% |
Source: Nexqual, October 23, 2026 at 09:48 UTC.
From The New York Times Company's Latest SEC 10-K Filing (filed 2026-02-27)
Partnerships
- As indicated below, our collective bargaining agreement with The New York Times Guild, under which approximately 23% of our full-time equivalent employees are covered, will expire on February 28, 2026.
Legal & Regulatory Risks (Item 1A, quoted)
- Litigation or governmental investigations can impact our business practices and operating results.
- We have been, and may be in the future, subject to claims of intellectual property infringement that could adversely affect our business.
- Failure to comply with evolving laws and regulations with respect to privacy, data protection and consumer marketing and subscriptions practices could adversely affect our business.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| PSO | Pearson, Plc | USD 18.39 | ▲ 1.32% |
| WLYB | John Wiley & Sons, Inc. | USD 54.08 | ▲ 0.63% |
| TDAY | USA TODAY Co., Inc. | USD 7.04 | ▲ 1.73% |
| SCHL | Scholastic Corporation | USD 39.01 | ▲ 0.88% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:48 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt