Market Cap
$10.2B
NYT
NEW YORK TIMES CO
$61.79 ▼ -3.01%
Prev close $63.71Market cap$10.2B
ConsensusBuy
12-mo target$78.56 (+27.1%)
▲ Bullish
Analyst conviction 6/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)36 New Institutional Positions14 Institutional Exits Media & Telecom
Snapshot
The big-picture read on NYT right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (63%)
Inst. Holders
50 funds
Inst. Value
$8.4B
Inst. Activity
36 buys / 14 sells
Insider Activity
$0.00 buy / $6.6M sell
Insider Net $
-$6.6M
Social Sentiment
59° Warm
SEC Reports
9
Price chart 30d -8.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 short_volume
Short Volume: NYT — 59.3% short (0.6M / 1.0M)
Short: 587,274 | Exempt: 186 | TRF Vol: 990,126 | Short Ratio: 59.3% | Off-exchange volume (dark poo
Aug 10, 2026 Insider
Aug 5, 2026 SEC Bardeen William surrendered for taxes 485 shares
EVP, Chief Financial Officer @ $63.54 ($30.8K)
The New York Times reported Q2 2026 adjusted EPS of $0.69, a 3% beat vs consensus of $0.67, on revenue of $762.5M (+11.2
8-K — Impact 6/10
Jul 23, 2026 Insider
Brooke Beth A. was granted 68 shares
Director
Jul 23, 2026 Insider
Jun 30, 2026 SEC Glaser Rachel C was granted 110 shares
Director
The District Court for the District of Columbia granted The New York Times a preliminary injunction against the Departme
COURT-RULING — Impact 6/10
The New York Times Company won a Freedom of Information Act (FOIA) lawsuit against the Department of Defense. The court
COURT-RULING — Impact 4/10
Jun 30, 2026 Inst.
WELLINGTON MANAGEMENT GROUP LLP — TRIM
3,062,504 shares ($214.3M)
Analyst ratings buy % +5.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
63% rate it Buy or better · 16 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 15, 2026 | Guggenheim | UPGRADE | Buy | 52% |
| Aug 6, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Aug 6, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jun 24, 2026 | B of A Securities | MAINTAIN | Neutral | 54% |
| May 29, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| May 7, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| May 7, 2026 | Guggenheim | MAINTAIN | Neutral | 52% |
| May 7, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Apr 22, 2026 | B of A Securities | INITIATE | Neutral | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 7 | 6 | 0 | 0 | 63% | |
| Aug 1, 2026 | 3 | 7 | 6 | 0 | 0 | 63% | |
| Jul 1, 2026 | 3 | 7 | 6 | 0 | 0 | 63% | |
| Jun 1, 2026 | 3 | 7 | 6 | 0 | 0 | 63% | |
| May 1, 2026 | 3 | 7 | 5 | 1 | 0 | 63% | |
| Apr 1, 2026 | 3 | 6 | 5 | 1 | 0 | 60% | |
| Mar 1, 2026 | 3 | 6 | 6 | 0 | 0 | 60% | |
| Feb 1, 2026 | 3 | 6 | 6 | 0 | 0 | 60% |
Price targets
Where 9 covering analysts think NYT trades over the next 12 months.
$78.56 +27.1% upside Strong Buy
Current$61.79 Low$63.00 Median$76.00 High$90.00 9 analysts
$63.00$90.00
Analyst rating Buy· 1.7/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
59°
Warm
BearishNeutralBullish
Recent posts
NYT v. MSFT/OpenAI Lawsuit update
▲ 1 · 💬 1· ⚡ 0.5
Larry Ellison has 346 million Oracle shares pledged as loan collateral. The stock has lost more than half its value since last September.
▲ 1 · 💬 5· ⚡ 0.5
NYT: "Tech Titan’s (SK Group) Ex-Wife Wins Big Divorce Payout but Misses Out on A.I. Riches"
▲ 1 · 💬 0· ⚡ 0.5
57,000 jobs is terrib… hold on I’m receiving word it’s time to buy calls.
▲ 1 · 💬 0· ⚡ 0.5
OpenAI leans toward waiting until next year for IPO, NYT reports
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
9 SEC filing reports analyzed · 4 bullish, 1 bearish, 0 mixed, 4 neutral · avg impact 4.3/10.
BULLISH8-K6/10
The New York Times reported Q2 2026 adjusted EPS of $0.69, a 3% beat vs consensus of $0.67, on reven
Aug 5, 2026
BULLISHCOURT-RULING6/10
The District Court for the District of Columbia granted The New York Times a preliminary injunction
Jun 30, 2026
BULLISHCOURT-RULING4/10
The New York Times Company won a Freedom of Information Act (FOIA) lawsuit against the Department of
Jun 30, 2026
BULLISHCOURT-RULING4/10
The New York Times won a motion to dismiss two claims in a former employee's lawsuit: disability dis
Jun 5, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 30, 2026
short_volume
Short Volume: NYT — 59.3% short (0.6M / 1.0M)
Short: 587,274 | Exempt: 186 | TRF Vol: 990,126 | Short Ratio: 59.3% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: NYT — 58.0% short (0.8M / 1.4M)
Short: 793,066 | Exempt: 48 | TRF Vol: 1,368,040 | Short Ratio: 58.0% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: NYT — 66.4% short (0.6M / 0.9M)
Short: 593,791 | Exempt: 5,050 | TRF Vol: 894,720 | Short Ratio: 66.4% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: NYT — 55.1% short (1.0M / 1.8M)
Short: 999,549 | Exempt: 120 | TRF Vol: 1,813,915 | Short Ratio: 55.1% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: NYT — 70.0% short (1.6M / 2.3M)
Short: 1,598,028 | Exempt: 0 | TRF Vol: 2,281,740 | Short Ratio: 70.0% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.65 | $0.57–$0.69 | 10.6% | +1.0% | 0↑ 5↓ | $0.8B | 7 |
| Next Q | $0.97 | $0.91–$1.04 | 9.5% | +0.4% | 3↑ 1↓ | $0.9B | 7 |
| Current FY | $2.86 | $2.57–$2.95 | 16.4% | +0.1% | 3↑ 4↓ | $3.1B | 9 |
| Next FY | $3.14 | $2.79–$3.42 | 9.7% | +0.5% | 0↑ 7↓ | $3.3B | 9 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.652 | — |
| 7d ago | $0.652 | — |
| 30d ago | $0.646 | +0.006 |
| 60d ago | $0.674 | -0.021 |
| 90d ago | $0.667 | -0.015 |
Institutional ownership
Which big funds own NYT (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $8.4B total value (120,073,034 shares) as of 2026-Q2. Top holders: Erste, BlackRock,, BERKSHIRE. Net buying activity: 36 institutions added/increased vs 14 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 15,741,591 | $1.1B | 13.1% | — |
| BERKSHIRE HATHAWAY INC | 15,700,000 | $1.1B | 13.1% | — |
| AQR CAPITAL MANAGEMENT LLC | 9,053,710 | $633.6M | 7.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7,332,207 | $513.1M | 6.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,485,390 | $453.8M | 5.4% | — |
| STATE STREET CORP | 5,036,181 | $352.4M | 4.2% | — |
| Darsana Capital Partners LP | 5,000,000 | $349.9M | 4.2% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 4,864,949 | $340.9M | 4.1% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 3,062,504 | $214.3M | 2.6% | TRIM -27.4% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 4,217,563 | 3,062,504 | -27.4% | $214.3M |
| MORGAN STANLEY | TRIM | 2,120,772 | 1,546,522 | -27.1% | $108.2M |
| UBS Group AG | DOUBLED | 548,288 | 1,522,446 | +177.7% | $106.5M |
| FMR LLC | ADD | 729,170 | 1,274,959 | +74.9% | $89.2M |
| FULLER & THALER ASSET MANAGEMENT, INC. | ADD | 645,425 | 1,086,185 | +68.3% | $76.0M |
| BANK OF AMERICA CORP /DE/ | ADD | 463,629 | 917,735 | +97.9% | $64.2M |
| Robeco Institutional Asset Management B.V. | ADD | 345,327 | 595,684 | +72.5% | $41.7M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | DOUBLED | 263,310 | 581,413 | +120.8% | $40.7M |
| Gotham Asset Management, LLC | ADD | 415,443 | 533,315 | +28.4% | $37.3M |
| D. E. Shaw & Co., Inc. | ADD | 378,716 | 495,645 | +30.9% | $34.7M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
13 insiders, 50 transactions. Net -$6.6M — $0.00 bought, $6.6M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 10, 2026 | Bardeen William | EVP, Chief Financial Officer | TAX W/H | 485 | $63.54 | $30.8K |
| Jul 23, 2026 | Brooke Beth A. | Director | AWARD | 68 | — | — |
| Jul 23, 2026 | Glaser Rachel C | Director | AWARD | 110 | — | — |
| Jul 23, 2026 | Bronstein Manuel | Director | AWARD | 62 | — | — |
| Jul 23, 2026 | MCANDREWS BRIAN P | Director | AWARD | 176 | — | — |
| Jul 23, 2026 | Subramanian Anuradha B. | Director | AWARD | 36 | — | — |
| Jul 23, 2026 | ROGERS JOHN W JR | Director | AWARD | 106 | — | — |
| Jul 23, 2026 | VAN DYCK REBECCA | Director | AWARD | 176 | — | — |
| Jul 23, 2026 | Bhutani Amanpal Singh | Director | AWARD | 98 | — | — |
| Jun 3, 2026 | Welch Jacqueline M | EVP and CHRO | SELL | 4,000 | $74.14 | $296.5K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for NYT.
Shares short
13,533,377
Settlement Sep 15, 2026
Change vs prior
+7.7%
Semi-monthly cycle
Days to cover
6.3
At avg daily volume
Of shares outstanding
≈8.4%
Estimate — not % of float
All NYT filing & press-release reports (9)
- 8-K reportAug 5, 2026
- COURT-RULING reportJun 30, 2026
- COURT-RULING reportJun 30, 2026
- COURT-RULING reportJun 5, 2026
- CLUSTER reportMay 14, 2026
- COURT-RULING reportApr 13, 2026
- DEFA14A reportMar 13, 2026
- DEFA14A reportMar 13, 2026
- CLUSTER reportMar 5, 2026