13F Pro Quality Score

68.2/100

Rank #327 of 2,961 stocksTOP 25%

View Communication Services peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

63.1/100

Profitability

72.2/100

Balance Sheet

91.1/100

Earnings Quality

53.0/100

Free Cash Flow

74.0/100

Institutional Flow

56.1/100

Revenue Scale

69.5/100

Dilution Risk

35.4/100
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NYT Stock Analysis & AI Quality Score

Data updated 2026-09-11

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 68.2/100 on a 32-signal composite quality model, placing it at rank #327 of 2,961 stocks — the top 25% of the AI-ranked universe. NYT scores in the top quartile across balance sheet strength (91.1). Shareholder dilution risk is elevated at 35.4/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), NEW YORK TIMES CO reports quarterly revenue of $762.5M, net income of $93.4M, an operating margin of 15.5%. Top institutional holders of NYT by reported 13-F value include BlackRock, BERKSHIRE HATHAWAY, AQR CAPITAL MANAGEMENT, 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 50 and 72 since 2021, currently 68.2 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.

Fun facts about NEW YORK TIMES CO

Quirks, history, and lore behind NYT — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    U.S. media company · mid-cap · listed on the NYSE · headquartered in Manhattan.
  • 2
    The Numbers
    Annual revenue around $2.5 billion, with digital subscriptions now outpacing print — a transition Wall Street spent years doubting was possible.
  • 3
    The History
    Founded in 1851, it has been controlled by the same founding family for generations through a dual-class share structure that keeps outsiders from ever really taking over.
  • 4
    The Secret
    It has quietly become a subscription bundle empire, folding in a viral word game, a sports vertical, and a cooking app — turning a newspaper into a digital entertainment platform.
  • 5
    The Lore
    Its nickname — "the Gray Lady" — dates to its famously sober design; it has won more Pulitzer Prizes than any other news organization.
  • 6
    The Giveaway
    It prints "All the News That's Fit to Print" on its masthead, and its 2022 acquisition of Wordle somehow became the biggest business story of the year.
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What's Driving NYT's Business? Latest 10-Q Breakdown

AI-extracted from NEW YORK TIMES CO's 10-Q filed 2026-08-05 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

NYT grew total revenue 11.2% YoY to $762.5M in Q2 2026, powered by 16.4% growth in digital-only subscription revenue and 20.7% growth in digital advertising, lifting adjusted operating margin to 20.4%.

Biggest Revenue Drivers

Subscription$537.9M+11.7% YoY

Driven by digital-only subscription growth, partially offset by a decline in print subscription revenue

Advertising$149.1M+11.3% YoY

Driven by a 20.7% increase in digital advertising revenues

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Revenue

Q2 2026

$762.5M

Net Income

Q2 2026

$93.4M

Free Cash Flow

Q2 2026

$184.2M

Operating Margin

Q2 2026

15.5%

ROIC

Q2 2026

23.1%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+9.2% YoY
$2.82BFY 2025
FY22 $2.31BFY23 $2.43BFY24 $2.59BFY25 $2.82B

Net Income

+17.1% YoY
$344.0MFY 2025
FY22 $173.9MFY23 $232.4MFY24 $293.8MFY25 $344.0M

Operating Income

+22.9% YoY
$431.6MFY 2025
FY22 $202.0MFY23 $276.3MFY24 $351.1MFY25 $431.6M

EPS (Diluted)

+18.1% YoY
$2.09FY 2025
FY22 $1.04FY23 $1.40FY24 $1.77FY25 $2.09

Total Assets

+5.5% YoY
$3.00BFY 2025
FY22 $2.53BFY23 $2.71BFY24 $2.84BFY25 $3.00B

Op. Cash Flow

+42.4% YoY
$584.5MFY 2025
FY22 $150.7MFY23 $360.6MFY24 $410.5MFY25 $584.5M

Free Cash Flow

+44.4% YoY
$550.5MFY 2025
FY22 $113.7MFY23 $337.9MFY24 $381.3MFY25 $550.5M

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Available Research

13F Pro tracks comprehensive data for NEW YORK TIMES CO including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of NYT

Companies Similar to NYT

Ranked by quality-profile closeness and shared hedge-fund ownership — not just sector membership.

PLNT

Planet Fitness, Inc.

66
AI score
Similar quality profile · 19 shared holders
NFLX

NETFLIX INC

77
AI score
Similar quality profile · 12 shared holders
WMG

Warner Music Group Corp.

64
AI score
Similar quality profile · 10 shared holders
DIS

Walt Disney Co

61
AI score
Similar quality profile · 11 shared holders

Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.

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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. NYT is classified as a large company.

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.