NYSE · Consumer Discretionary

New York Times Co NYT

The New York Times Company, together with its subsidiaries, creates, collects, and distributes news and information worldwide. It operates through two segments, The New York Times Group and The Athletic. It offers The New York Times (The Times) through company’s mobile application, website, printed newspaper, and associated content, such as podcast.

Newspapers/Magazines

Company profile

Business mix

  • It operates through two segments, The New York Times Group and The Athletic. It offers The New York Times (The Times) through company’s mobile application, website, printed newspaper, and associated content, such as podcast.
  • The company offers The Athletic, a sports media product; Cooking, a recipe product; Games, a puzzle games product; and Audio, an audio product.
  • In addition, the company offers a portfolio of advertising products and services to advertisers.
  • Further, the company licenses content to digital aggregators in the business, professional, academic and library markets, and third-party digital platforms; articles, graphics, and photographs.

Current key questions

  • Can broadband, mobile, video, and enterprise connectivity demand support subscriber growth, ARPU, and lower churn?
  • How do network investment, fiber capacity, spectrum, competition, regulation, and currency exposure affect free cash flow?
  • Does leverage, asset sales, M&A discipline, or market consolidation improve long-term per-share value?
Holders 3 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 32.99 FCF 4.36% Buyback 0.59%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Berkshire Hathaway Warren Buffett 0.5% $1.3B 2026-03-31
Baillie Gifford legacy James Anderson 0.2% $243.8M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.1% $34.8M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 2 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $1.3B Estimated from net added shares
Reduction amount $9.0M Estimated from net reduced shares
Net share change / base shares +448.5% +15,105,127 / 3,368,079
Berkshire Hathaway Warren Buffett 2 filing periods
13F 2025-12-31 Filed 2026-02-17
New Shares - 13F value change +$351.7M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 199.0% 13F value change +$916.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +15,146,535 (New) Total shares 15,146,535 Value $1.3B
Gotham Asset Management Joel Greenblatt 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 18.8% 13F value change +$10.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 349,602 Last 4 periods +65,841 (+18.8%) Total shares 415,443 Value $34.8M
Baillie Gifford legacy James Anderson 4 filing periods
13F 2025-06-30 Filed 2025-08-06
Minor increase Shares 6.9% 13F value change +$30.8M
13F 2025-09-30 Filed 2025-10-31
Minor reduction Shares -2.5% 13F value change +$29,299
13F 2025-12-31 Filed 2026-01-23
Minor reduction Shares -3.8% 13F value change +$29.4M
13F 2026-03-31 Filed 2026-05-08
Minor reduction Shares -3.8% 13F value change +$33.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 3,018,477 Last 4 periods -107,249 (-3.6%) Total shares 2,911,228 Value $243.8M

Recent mentions

No public mentions.