NYT

NEW YORK TIMES CO

NYSE · Newspapers: Publishing or Publishing & Printing · Inc. NY · CIK 0000071691
$73.38 -1.11% $11.9B
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)32 New Institutional Positions18 Institutional Exits
Vol
Market Cap$11.9B
Cap SizeLarge Cap
Analyst ConsensusBuy (63%)
Inst. Holders50 funds
Inst. Value$8.0B
Inst. Activity32 buys / 18 sells
Insider Activity0B / 6S
Insider Net $-$6.9M
Reddit Sentiment54° Neutral
SEC Reports6
Exchange NYSE·Sector Newspapers: Publishing or Publishing & Printing·Inc. NY·CIK 0000071691·Prev Close $74.20

Recent Activity

Jun 11, 2026 short_volume
Short Volume: NYT — 76.6% short (0.8M / 1.1M)
Short: 840,964 | Exempt: 16,554 | TRF Vol: 1,098,138 | Short Ratio: 76.6% | Off-exchange volume (dar
Jun 5, 2026 SEC
The New York Times won a motion to dismiss two claims in a former employee's lawsuit: disability discrimination under th
COURT-RULING — Impact 4/10
Jun 3, 2026 Insider
Welch Jacqueline M sold 4,000 shares
EVP and CHRO @ $74.14 ($296.5K)
May 14, 2026 SEC
Three NYT insiders, including the CEO and CFO, sold a combined $1.77M in open-market sales within a week of reporting a
CLUSTER — Impact 3/10
May 12, 2026 Insider
KOPIT LEVIEN MEREDITH A. sold 9,750 shares
PRESIDENT & CEO @ $78.00 ($760.5K)
May 12, 2026 Insider
Bardeen William sold 4,121 shares
EVP, Chief Financial Officer @ $77.85 ($320.8K)
Apr 13, 2026 SEC
The District Court granted a 14-day administrative stay, temporarily pausing its prior orders that had lifted Pentagon a
COURT-RULING — Impact 3/10
Inst.
BERKSHIRE HATHAWAY INC — DOUBLED
15,146,535 shares ($1.3B)

Price Targets

$84.89 +15.7% upside Buy
Current $73.38 Low $66.00 Median $88.00 High $95.00 9 analysts
$66.00 $95.00

Analyst Ratings

Buy63% buy · 16 analysts
3Strong Buy
7Buy
6Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 29, 2026 JP Morgan MAINTAIN Overweight → Overweight
May 7, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight
May 7, 2026 Guggenheim MAINTAIN Neutral → Neutral
May 7, 2026 Evercore ISI Group MAINTAIN Outperform → Outperform
Apr 22, 2026 B of A Securities INITIATE Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.66 ▼ -1.3% $0.60 — $0.69 14% YoY 8
Next Q $0.67 ▲ +1.2% $0.57 — $0.72 13% YoY 8
Current FY $2.87 ▲ +5.2% $2.65 — $3.03 16% YoY 10
Next FY $3.20 ▲ +1.7% $2.79 — $3.82 12% YoY 10

Top Institutional Holders

FundValueMove
Erste Asset Management GmbH
BERKSHIRE HATHAWAY INC$1.3BDOUBLED
BlackRock, Inc.$1.3B
VANGUARD PORTFOLIO MANAGEMENT LLC$643.1M
VANGUARD CAPITAL MANAGEMENT LLC$584.5M

Recent Insider Trades

DateInsiderTypeValue
Jun 3, 2026Welch JacquelineSELL$296.5K
May 12, 2026KOPIT LEVIENSELL$760.5K
May 12, 2026Bardeen WilliamSELL$320.8K
Apr 22, 2026Subramanian AnuradhaA$0.00
Apr 22, 2026ROGERS JOHNA$0.00

Reddit Sentiment

54°
Neutral
Bearish Neutral Bullish
31 mentions 12 bullish 9 bearish
50 institutional holders with $8.0B total value (95,983,709 shares) as of 2026-Q1. Top holders: Erste, BERKSHIRE, BlackRock,. Net buying activity: 32 institutions added/increased vs 18 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1Erste Asset Management GmbH$0.000.0%
2BERKSHIRE HATHAWAY INC15,146,535$1.3B15.8%DOUBLED +199.0%
3BlackRock, Inc.15,132,714$1.3B15.8%
4VANGUARD PORTFOLIO MANAGEMENT LLC7,680,066$643.1M8.0%
5VANGUARD CAPITAL MANAGEMENT LLC6,980,184$584.5M7.3%
6STATE STREET CORP5,117,442$428.5M5.3%
7WELLINGTON MANAGEMENT GROUP LLP4,217,563$353.1M4.4%
8BAILLIE GIFFORD & CO2,911,228$243.8M3.0%
9RENAISSANCE TECHNOLOGIES LLC2,756,180$230.8M2.9%
10DIMENSIONAL FUND ADVISORS LP2,701,753$226.2M2.8%
11Capital World Investors2,339,543$195.9M2.4%NEW
12TWO SIGMA INVESTMENTS, LP2,308,797$193.3M2.4%
13MORGAN STANLEY2,120,772$177.6M2.2%
14BANK OF MONTREAL /CAN/2,114,549$177.1M2.2%
15FRANKLIN RESOURCES INC1,927,532$161.4M2.0%
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,873,252$156.8M2.0%
17DEUTSCHE BANK AG\1,611,907$135.0M1.7%
18FIRST TRUST ADVISORS LP1,570,073$131.5M1.6%
19Invesco Ltd.1,308,497$109.6M1.4%DOUBLED +241.7%
20CITADEL ADVISORS LLC1,054,100$88.3M1.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BERKSHIRE HATHAWAY INCDOUBLED5,065,74415,146,535+199.0%$1.3B2026-Q1
Capital World InvestorsNEW2,339,543$195.9M2026-Q1
Invesco Ltd.DOUBLED382,8901,308,497+241.7%$109.6M2026-Q1
Egerton Capital (UK) LLPTRIM1,410,003971,884-31.1%$81.4M2026-Q1
Allianz Asset Management GmbHDOUBLED276,512961,502+247.7%$80.5M2026-Q1
JANUS HENDERSON GROUP PLCADD584,073761,118+30.3%$63.7M2026-Q1
Boston Trust Walden CorpTRIM997,480744,238-25.4%$62.3M2026-Q1
FMR LLCTRIM983,026729,170-25.8%$61.1M2026-Q1
FULLER & THALER ASSET MANAGEMENT, INC.ADD505,013645,425+27.8%$54.0M2026-Q1
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCNEW592,823$49.6M2026-Q1
Russell Investments Group, Ltd.TRIM417,931275,096-34.2%$23.0M2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/NEW263,310$22.0M2026-Q1
Mariner, LLCADD128,004252,871+97.5%$21.2M2026-Q1
CAISSE DE DEPOT ET PLACEMENT DU QUEBECDOUBLED125,194251,218+100.7%$21.0M2026-Q1
CWM, LLCADD143,865200,979+39.7%$16.8M2026-Q1
Cerity Partners LLCADD146,472194,840+33.0%$16.3M2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCADD94,748139,390+47.1%$10.8M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDTRIM202,400126,900-37.3%$10.6M2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUPADD67,076125,066+86.5%$10.4M2026-Q1
FIFTH THIRD BANCORPDOUBLED9,99484,473+745.2%$7.1M2026-Q1
PANAGORA ASSET MANAGEMENT INCDOUBLED21,84076,075+248.3%$6.4M2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.DOUBLED11,17675,544+575.9%$6.3M2026-Q1
DANSKE BANK A/SDOUBLED1,40073,602+5157.3%$6.2M2026-Q1
ZACKS INVESTMENT MANAGEMENTADD41,71870,759+69.6%$5.9M2026-Q1
Verition Fund Management LLCTRIM102,56461,770-39.8%$5.2M2026-Q1
13 unique insiders with 38 transactions. Net insider value: -$6.9M ($0.00 bought, $6.9M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 3, 2026Welch Jacqueline MEVP and CHROSELL4,000$74.14$296.5K
May 12, 2026KOPIT LEVIEN MEREDITH A.PRESIDENT & CEOSELL9,750$78.00$760.5K
May 12, 2026Bardeen WilliamEVP, Chief Financial OfficerSELL4,121$77.85$320.8K
Apr 22, 2026Subramanian Anuradha B.DirectorAWARD2,277
Apr 22, 2026ROGERS JOHN W JRDirectorAWARD2,277
Apr 22, 2026VAN DYCK REBECCADirectorAWARD2,277
Apr 22, 2026Bhutani Amanpal SinghDirectorAWARD2,277
Apr 22, 2026Bronstein ManuelDirectorAWARD2,277
Apr 22, 2026MCANDREWS BRIAN PDirectorAWARD2,277
Apr 22, 2026MCANDREWS BRIAN PDirectorAWARD165.438
Apr 22, 2026Brooke Beth A.DirectorAWARD2,277
Apr 22, 2026Glaser Rachel CDirectorAWARD2,277
Apr 16, 2026VAN DYCK REBECCADirectorAWARD151
Apr 16, 2026Subramanian Anuradha B.DirectorAWARD26
Apr 16, 2026ROGERS JOHN W JRDirectorAWARD88
Apr 16, 2026MCANDREWS BRIAN PDirectorAWARD151
Apr 16, 2026Glaser Rachel CDirectorAWARD92
Apr 16, 2026Brooke Beth A.DirectorAWARD54
Apr 16, 2026Bronstein ManuelDirectorAWARD49
Apr 16, 2026Bhutani Amanpal SinghDirectorAWARD81
Mar 3, 2026Bardeen WilliamEVP, Chief Financial OfficerSELL13,000$79.56$1.0M
Mar 3, 2026KOPIT LEVIEN MEREDITH A.PRESIDENT & CEOSELL51,949$79.70$4.1M
Feb 26, 2026KOPIT LEVIEN MEREDITH A.PRESIDENT & CEOAWARD177,140
Feb 26, 2026Welch Jacqueline MEVP and CHROAWARD23,029
Feb 26, 2026Brayton DianeEVP, CHIEF LEGAL OFFICERAWARD38,084
Feb 26, 2026BENTEN R ANTHONYSVP, Treasurer & CAOAWARD7,085
Feb 26, 2026Bardeen WilliamEVP, Chief Financial OfficerAWARD31,668
Feb 22, 2026Bardeen WilliamEVP, Chief Financial OfficerTAX W/H256$77.99$20.0K
Feb 22, 2026Brayton DianeEVP, CHIEF LEGAL OFFICERTAX W/H766$77.99$59.7K
Feb 22, 2026KOPIT LEVIEN MEREDITH A.PRESIDENT & CEOTAX W/H3,800$77.99$296.4K
Feb 22, 2026BENTEN R ANTHONYSVP, Treasurer & CAOTAX W/H162$77.99$12.6K
Feb 22, 2026Welch Jacqueline MEVP and CHROTAX W/H448$77.99$34.9K
Feb 21, 2026Welch Jacqueline MEVP and CHROTAX W/H386$77.99$30.1K
Feb 21, 2026Brayton DianeEVP, CHIEF LEGAL OFFICERTAX W/H932$77.99$72.7K
Feb 21, 2026BENTEN R ANTHONYSVP, Treasurer & CAOTAX W/H131$77.99$10.2K
Feb 21, 2026Bardeen WilliamEVP, Chief Financial OfficerTAX W/H655$77.99$51.1K
Feb 21, 2026KOPIT LEVIEN MEREDITH A.PRESIDENT & CEOTAX W/H2,922$77.99$227.9K
Feb 20, 2026Brayton DianeEVP, CHIEF LEGAL OFFICERSELL4,600$77.03$354.3K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (63% buy). Based on 16 analysts: 3 strong buy, 7 buy, 6 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$84.89 mean target +15.7% upside Buy (3.00)
$66.00 Low $95.00 High
MetricValue
Current Price$73.38
Target Low$66.00
Target Mean$84.89
Target Median$88.00
Target High$95.00
# Analysts9
RecommendationBuy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.66 $0.60 $0.69 14.3% -1.3% 2↑ 5↓ $0.8B 9.6% 8
Next Q
2026-09-30
$0.67 $0.57 $0.72 13.1% +1.2% 3↑ 2↓ $0.8B 8.9% 8
Current FY
2026-12-31
$2.87 $2.65 $3.03 16.5% +5.2% 10↑ 0↓ $3.1B 9.7% 10
Next FY
2027-12-31
$3.20 $2.79 $3.82 11.6% +1.7% 10↑ 0↓ $3.3B 7.1% 10

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.663
7d ago$0.659+0.004
30d ago$0.671-0.008
60d ago$0.669-0.006
90d ago$0.666-0.003
6 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 29, 2026 JP Morgan MAINTAIN Overweight Overweight
May 7, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
May 7, 2026 Guggenheim MAINTAIN Neutral Neutral
May 7, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Apr 22, 2026 B of A Securities INITIATE Neutral
Mar 24, 2026 Citigroup MAINTAIN Buy Buy
Feb 5, 2026 Citigroup MAINTAIN Buy Buy
Feb 5, 2026 JP Morgan MAINTAIN Overweight Overweight
Feb 5, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Jan 20, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Dec 23, 2025 Citigroup MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263760063%
May 1, 20263751063%
Apr 1, 20263651060%
Mar 1, 20263660060%
Feb 1, 20263660060%
Jan 1, 20263660060%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

54°
Neutral
Bearish Neutral Bullish
31 mentions 12 bullish 9 bearish 30 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 12, 2026160° Warm101
Jun 12, 2026160° Warm101
May 26, 2026150° Neutral001
May 26, 2026150° Neutral001
May 6, 2026160° Warm101
May 6, 2026160° Warm101
Apr 28, 2026160° Warm101
Apr 28, 2026160° Warm101
Apr 12, 2026160° Warm101
Apr 12, 2026160° Warm101
Apr 8, 2026160° Warm101
Apr 7, 2026160° Warm101
Apr 7, 2026150° Neutral001
Apr 7, 2026150° Neutral001
Apr 3, 2026150° Neutral001
Apr 3, 2026150° Neutral001
Apr 1, 2026140° Cool011
Apr 1, 2026140° Cool011
Mar 31, 2026156° Neutral001
Mar 31, 2026156° Neutral001
Mar 31, 2026156° Neutral001
Mar 27, 2026140° Cool011
Mar 27, 2026140° Cool011
Mar 25, 2026160° Warm101
Mar 25, 2026160° Warm101
Mar 13, 2026140° Cool011
Mar 13, 2026140° Cool011
Mar 4, 2026242° Neutral012
Mar 4, 2026140° Cool011
Mar 4, 2026140° Cool011

Recent Reddit Threads

r/wallstreetbets Neutral 17d 15h ago
NYT: Out of my way peasants
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 1mo ago
US Treasury Weighs Adding Stock to Trump Accounts - NYT
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bullish 1mo ago
NYT spanagram says sell
▲ 1 💬 1 ⚡ 0.5
r/investing Bullish 2mo ago
NYT article on the divergence of oil futures and physical oil prices
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 2mo ago
Musk asks SpaceX IPO banks to buy Grok AI subscriptions, NYT reports
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bearish 2mo ago
Iran War Live: Trump Says U.S. Campaign to Wind Down and Plans National Address
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 2mo ago
US FDA is expected to lift restriction on certain peptides, NYT reports
▲ 1 💬 1 ⚡ 0.5
r/stocks Neutral 2mo ago
US FDA is expected to lift restriction on certain peptides, NYT reports
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 2mo ago
Iran says “non hostile ships” can sail through the strait of Hormuz
▲ 1 💬 1 ⚡ 0.5
r/stocks Bearish 3mo ago
Meta pushes AI model 'Avocado' rollout to May or later, NYT reports
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 3mo ago
NYT article about a guy desperate to make money and his adventures with WSB
▲ 1 💬 1 ⚡ 0.5
r/pennystocks Bearish 3mo ago
Bim thanks NYT for fake news - USEG now i buy the dip !
▲ 1 💬 1 ⚡ 0.5
r/investing Bullish 3mo ago
Why did Buffet sold Amazon shares and bought NYT shares?
▲ 0 💬 8
Jun 11, 2026
short_volume
Short Volume: NYT — 76.6% short (0.8M / 1.1M)
Short: 840,964 | Exempt: 16,554 | TRF Vol: 1,098,138 | Short Ratio: 76.6% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: NYT — 88.3% short (0.6M / 0.7M)
Short: 584,593 | Exempt: 27 | TRF Vol: 661,970 | Short Ratio: 88.3% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: NYT — 61.9% short (0.4M / 0.7M)
Short: 413,606 | Exempt: 91 | TRF Vol: 667,664 | Short Ratio: 61.9% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: NYT — 57.2% short (0.5M / 0.8M)
Short: 475,778 | Exempt: 0 | TRF Vol: 832,397 | Short Ratio: 57.2% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: NYT — 84.6% short (0.5M / 0.5M)
Short: 454,401 | Exempt: 1,339 | TRF Vol: 537,120 | Short Ratio: 84.6% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: NYT — 80.5% short (0.6M / 0.7M)
Short: 556,239 | Exempt: 0 | TRF Vol: 690,916 | Short Ratio: 80.5% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: NYT — 84.6% short (0.9M / 1.1M)
Short: 922,725 | Exempt: 0 | TRF Vol: 1,090,137 | Short Ratio: 84.6% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: NYT — 68.3% short (0.4M / 0.6M)
Short: 382,705 | Exempt: 200 | TRF Vol: 559,961 | Short Ratio: 68.3% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: NYT — 67.3% short (0.4M / 0.5M)
Short: 350,476 | Exempt: 0 | TRF Vol: 521,088 | Short Ratio: 67.3% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: NYT — 74.6% short (0.5M / 0.7M)
Short: 529,920 | Exempt: 0 | TRF Vol: 710,236 | Short Ratio: 74.6% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: NYT — 67.0% short (0.5M / 0.8M)
Short: 502,526 | Exempt: 0 | TRF Vol: 750,559 | Short Ratio: 67.0% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: NYT — 2.4M shares, 49,761 trades
Week starting 2026-05-18. Total ATS volume: 2,380,599 shares across 49,761 trades.
May 15, 2026
short_volume
Short Volume: NYT — 69.5% short (0.4M / 0.6M)
Short: 399,149 | Exempt: 3,562 | TRF Vol: 574,395 | Short Ratio: 69.5% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: NYT — 80.4% short (0.5M / 0.6M)
Short: 458,092 | Exempt: 1,447 | TRF Vol: 569,561 | Short Ratio: 80.4% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_interest
FTD: NYT — 15,698 shares ($1.2M) failed to deliver
Settlement: 20260513, Price: $77.98, FTD Value: $1,224,130.04, NEW YORK TIMES CO(THE)CL A
Apr 27, 2026
Enforcement
New York Times Company v. DOD
Court ruling from Court of Appeals for the D.C. Circuit. Docket: 26-5113
Apr 13, 2026
Enforcement
New York Times Company v. Department of Defense
Court ruling from District Court, District of Columbia. Docket: Civil Action No. 2025-4218
Apr 9, 2026
Enforcement
New York Times Company v. Department of Defense
Court ruling from District Court, District of Columbia. Docket: Civil Action No. 2025-4218
Apr 9, 2026
Enforcement
New York Times Company v. Department of Defense
Court ruling from District Court, District of Columbia. Docket: Civil Action No. 2025-4218
Mar 20, 2026
Enforcement
New York Times Company v. Department of Defense
Court ruling from District Court, District of Columbia. Docket: Civil Action No. 2025-4218