THE NEW YORK TIMES COMPANY
At today's price, THE NEW YORK TIMES COMPANY (NYT) is priced for today's economics sustained for ~5.9 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• The surprising thing about the New York Times is that it barely behaves like a newspaper anymore: subscriptions are about 69% of revenue and advertising only 20%, and the company sells a ⟦"digital-only bundle that includes access to our digital news produ"⟧ct plus games, cooking, sports, and reviews. • The biggest risk is the price: at $73 the stock trades at roughly 31 times earnings, above every valuation method except the growth-based ones, which requires subscriber growth to keep compoundi
Is NYT overvalued? See what's priced in →
605 institutional managers reported holding NYT in 13F filings for the quarter ended 2026-03-31. 117 opened new positions that quarter. Held by Vanguard Group, Berkshire Hathaway, BlackRock, among others. On the short side, 12.6M shares were sold short as of the 2026-06-15 count, about 8% of shares outstanding (7.6 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
NYT has cut its share count 3.6% over the past five years, spending $456.34M on repurchases. It pays a dividend, and has for 13 years running, raised 7 years straight; the current rate is $0.72 a share annually. Cash returned over the past three years: $259.87M in dividends and $307.69M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at NYT over the trailing three years. Absence is a fact about the company, not a signal. 17 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
NYT's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-09 | +7.5% | -1.7% |
| 2023-11-09 | +3.7% | +13.5% |
| 2024-02-21 | -9.8% | +0.1% |
| 2024-05-09 | +3.8% | +9.6% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
NYT's latest 8-K filings: 2026-05-06 (items 2.02, 9.01); 2026-04-23 (items 5.07); 2026-02-04 (items 2.02, 9.01); 2026-01-21 (items 5.02, 9.01); 2025-11-05 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.