NEW YORK TIMES CO(NYT)Stock Analysis
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Rank #266 of 2,879 stocksTOP 10%
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
NYT Stock Analysis & AI Quality Score
AI stock analysis and institutional research for NEW YORK TIMES CO (NYT), a Communication Services sector company. 13F Pro's AI-powered ranking engine scores NYT at 71.3/100 on a 32-signal composite quality model, placing it at rank #266 of 2,879 stocks — the top 10% of the AI-ranked universe. NYT scores in the top quartile across balance sheet strength (86.5), institutional flow (84.9), earnings quality (79.8). Shareholder dilution risk is elevated at 36.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), NEW YORK TIMES CO reports quarterly revenue of $712.2M, net income of $87.9M, an operating margin of 12.7%. Top institutional holders of NYT by reported 13-F value include BERKSHIRE HATHAWAY, BlackRock,, Linonia Partnership, based on the most recent SEC filings. NYT trades on the NYSE exchange and files with the SEC under CIK 71691. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate NYT daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for NEW YORK TIMES CO directly from SEC EDGAR. NEW YORK TIMES CO's 13F Pro composite quality score has ranged between 8 and 72 since 2021, currently 71.3 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.
What's Driving NYT's Business? Latest 10-Q Breakdown
✓ 29/29 datapoints verifiedAI-extracted from NEW YORK TIMES CO's 10-Q filed 2026-05-06 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
New York Times revenue grew 12% to $712.2M driven by 16% digital subscription growth to $389M and 32% digital advertising surge to $93.3M.
Biggest Revenue Drivers
Total revenue: $712.2M+12.0% YoY
Digital-only subscription revenues increased 16.1% to $389.0M driven by 1.46M net digital-only subscriber additions year-over-year and 2.4% ARPU growth.
Digital advertising surged 31.6% to $93.3M from higher display revenues, podcast revenues, creative service fees and video revenues.
Increase primarily from higher licensing revenues.
Largest Expense Items
Higher journalism costs of $24.6M, digital content delivery costs of $2.1M, and subscriber servicing costs of $1.9M.
Higher marketing costs of $6.4M and sales costs of $4.9M from increased marketing expenses and growth in employee count.
Increase largely from higher compensation and benefits, and higher outside services costs.
Higher compensation and benefits from incentive compensation, and higher outside services expenses.
Margins: Operating profit margin expanded to 12.7% from 9.2% YoY, and adjusted operating profit margin improved to 16.6% from 14.6%, as revenue growth of 12% outpaced adjusted operating cost growth of 9.4%.
Watch Items from the Filing
- Digital-only subscriber growth decelerated to 310k net adds in Q1 2026 from stronger prior-year comparables, though year-over-year base grew 1.46M subscribers to 12.52M total.
- Print subscription revenues declined 1.1% YoY to $127.8M despite price increases, reflecting ongoing secular decline in print business; print subscribers fell to 560k.
- Company incurred $4.2M in pre-tax Generative AI Litigation Costs in Q1 2026 (vs $4.4M in Q1 2025) for ongoing lawsuits against OpenAI, Microsoft and Perplexity over unauthorized use of journalism.
- Operating cash flow declined 6.9% YoY to $92.2M in Q1 2026 from $99.1M in Q1 2025, despite higher net income, due to lower nonrecurring land sale proceeds and higher incentive compensation payments.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q1 2026
$712.2M
Net Income
Q1 2026
$87.9M
Free Cash Flow
Q1 2026
$81.5M
Operating Margin
Q1 2026
12.7%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+6.6% YoYNet Income
+26.4% YoYOperating Income
+27.1% YoYEPS (Diluted)
+26.4% YoYTotal Assets
+4.7% YoYTotal Debt
Op. Cash Flow
+13.8% YoY| Metric | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|
| Revenue | $2.59B +6.6% | $2.43B +5.1% | $2.31B +11.3% | $2.07B +16.3% | $1.78B -1.6% | $1.81B |
| Net Income | $293.8M +26.4% | $232.4M +33.6% | $173.9M -20.9% | $220.0M +119.7% | $100.1M -28.5% | $140.0M |
| Operating Income | $351.1M +27.1% | $276.3M +36.8% | $202.0M -24.6% | $268.0M +52.1% | $176.3M +0.4% | $175.6M |
| EPS (Diluted) | $1.77 +26.4% | $1.40 +34.6% | $1.04 -20.6% | $1.31 +118.3% | $0.60 -27.7% | $0.83 |
| Total Assets | $2.84B +4.7% | $2.71B +7.1% | $2.53B -1.2% | $2.56B +11.1% | $2.31B +10.5% | $2.09B |
| Total Debt | — | — | — | — | — | $0.00 |
| Operating Cash Flow | $410.5M +13.8% | $360.6M +139.3% | $150.7M -44.0% | $269.1M -9.7% | $297.9M +56.9% | $189.9M |
AI Insight: NYT Financial Trends
NYT's Q1 2026 revenue surged 12% year-over-year to $712M, the strongest Q1 on record, while operating income rose to $91M from $59M in Q1 2025.
• Year-over-year Q1 revenue grew 12% — from $636M in Q1 2025 to $712M in Q1 2026.
• Operating income expanded from $59M in Q1 2025 to $91M in Q1 2026, a 54% year-over-year improvement.
• Equity has grown steadily from $1,805M in Q2 2024 to $2,001M in Q1 2026, signaling balance sheet accretion.
• Operating cash flow in Q3 2025 spiked to $208M, notably above the $92M–$164M range seen in surrounding quarters.
⚠ Q1 2026 operating cash flow of $92M is the lowest in five quarters — seasonal or structural softness warrants monitoring.
⚠ Total debt data is absent across all periods; leverage picture remains unclear without this figure.
AI Insight: NYT Ratio Trends
NYT shows consistent year-over-year margin improvement, with TTM operating margin reaching 16.0% versus 12.7% in Q2 2024, driven by a strong seasonal Q4 pattern.
• Operating margin expanded year-over-year in every comparable quarter: Q1 improved from not available, Q2 from 12.7% to 15.5%, Q3 from 12.0% to 14.9%, Q4 held near 20%.
• TTM ROIC reached 23.2% versus 17.6% in Q2 2024, indicating meaningfully more efficient capital deployment over the trailing year.
• Q4 seasonality is pronounced: operating margin peaks near 20% in Q4 2024 and Q4 2025, then compresses sharply to ~9–13% in Q1, a recurring structural pattern.
⚠ Q1 2026 operating margin of 12.7% is flat versus Q1 2025's 9.2% improvement trajectory — year-over-year Q1 gains may be plateauing.
⚠ D/E data is absent across all periods, leaving leverage and balance-sheet risk unassessable from this dataset.
⚠ Q1 2026 ROIC of 18.1% trails Q2–Q4 2025 levels (21–32%), worth monitoring to confirm seasonal trough rather than structural decline.
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Top Institutional Holders of NYT
BERKSHIRE HATHAWAY INC
$1.3B15,146,535 shBlackRock, Inc.
$1.3B15,132,714 shLinonia Partnership LP
$756.4M9,034,044 shAQR CAPITAL MANAGEMENT LLC
$683.6M8,182,440 shVANGUARD PORTFOLIO MANAGEMENT LLC
$643.1M7,680,066 shVANGUARD CAPITAL MANAGEMENT LLC
$584.5M6,980,184 shSTATE STREET CORP
$428.5M5,117,442 shDarsana Capital Partners LP
$421.9M5,038,727 shGEODE CAPITAL MANAGEMENT, LLC
$358.5M4,275,837 shWELLINGTON MANAGEMENT GROUP LLP
$353.1M4,217,563 sh
| Fund | Value | Shares |
|---|---|---|
| BERKSHIRE HATHAWAY INC | $1.3B | 15,146,535 |
| BlackRock, Inc. | $1.3B | 15,132,714 |
| Linonia Partnership LP | $756.4M | 9,034,044 |
| AQR CAPITAL MANAGEMENT LLC | $683.6M | 8,182,440 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $643.1M | 7,680,066 |
| VANGUARD CAPITAL MANAGEMENT LLC | $584.5M | 6,980,184 |
| STATE STREET CORP | $428.5M | 5,117,442 |
| Darsana Capital Partners LP | $421.9M | 5,038,727 |
| GEODE CAPITAL MANAGEMENT, LLC | $358.5M | 4,275,837 |
| WELLINGTON MANAGEMENT GROUP LLP | $353.1M | 4,217,563 |
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Is NYT a good stock to buy?
13F Pro's AI-powered analysis of NEW YORK TIMES CO (NYT) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Communication Services sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for NYT are available on the NYT stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own NYT?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling NYT. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of NEW YORK TIMES CO's investment landscape.