NYT — New York Times Company

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About New York Times Company

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. Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$74.80
Market Cap$12.02B
Float134.7M
Shares Outstanding161.1M
P/E (Forward)26.53
P/E (TTM)31.87
Price/Sales (TTM)4.18
vs. Analyst Target+12.3% to analyst PT
Profit Margin13.30%
Operating Margin (TTM)13.13%
Revenue (TTM)$2.87B
Earnings Growth (YoY)80.00%
Dividend Rate0.9%
Analyst Target Price$84.00 (10 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $1.78B $100M $824M $187M
2021 $2.07B $220M $1.04B $358M
2022 $2.31B $174M $1.10B $329M
2023 $2.43B $232M $1.18B $399M
2024 $2.59B $294M $1.28B $476M
2025 $2.82B $344M $1.44B $548M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $686M $82.9M
Sep 2025 $701M $81.6M
Dec 2025 $802M $130M
Mar 2026 $712M $87.9M

Ownership & Float

Insider Ownership10.9%
Institutional Ownership94.4%
Short Float7.7%
% of All Funds Holding7.25%
Number of Funds Holding596

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$79.02Near-term / short-term trend
Weekly40-Week SMA$69.75Medium-term trend
Weekly80-Week SMA$61.39Cyclical trend (business cycle)
Weekly200-Week SMA$50.01Secular trend (multi-year)
Monthly10-Month SMA$69.88Near-term monthly trend
Monthly20-Month SMA$61.50Medium-term monthly trend
Monthly40-Month SMA$53.25Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$74.00 support 1.65x 2 months ago
$65.00 support 1.09x 4 months ago
$57.00 support 1.13x 5 months ago
$52.00 support 1.29x 8 months ago
$43.00 support 1.03x 23 months ago

Historical Earnings Reactions (121 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap -0.20% 0.02% 50.41% 3.53% -17.20%
1 Day -0.21% 0.00% 49.59% 9.27% -10.75%
1 Week 0.04% -0.26% 47.11% 25.84% -25.65%
2 Weeks 0.28% -0.24% 48.76% 27.73% -27.93%
1 Month 0.77% -0.33% 47.50% 36.84% -32.80%

Next earnings: July 25, 2026 (57 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan0.7%49.0%51
Feb2.2%51.0%51
Mar0.2%47.1%51
Apr0.2%47.1%51
May2.8%52.0%50
Jun1.6%66.0%50
Jul-0.2%52.0%50
Aug-1.1%32.0%50
Sep-1.2%40.0%50
Oct1.0%58.0%50
Nov2.8%58.0%50
Dec4.7%66.7%51

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.06% 42.3% 2384
Tuesday 0.05% 47.2% 2587
Wednesday 0.07% 46.3% 2587
Thursday 0.14% 46.7% 2537
Friday 0.07% 46.4% 2524

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 94.4%

Insider Transactions — Smart Summary

Total insider ownership: 10.9%

Founder-led management: A.G. Sulzberger (Chairman and Publisher)

12-Month Insider Activity Summary

Total Filings16
Net Value-$11.5M
Net Shares Change-176,237
% of Float-0.1%
C-Suite Filings14
Clusters Detected3

Key Insiders

NameTitleNet ValueFilingsActivity
KOPIT LEVIEN MEREDITH A. PRESIDENT and CEO -$7.0M 4 4 sell
Bardeen William EVP, Chief Financial Officer -$1.4M 2 2 sell
Sulzberger Arthur G. Chairman and Publisher -$1.0M 1 1 sell
Perpich David S. -$693,540 1 1 sell
Brayton Diane EVP, CHIEF LEGAL OFFICER -$486,765.02 1 1 sell
BENTEN R ANTHONY SVP, Treasurer and CAO -$140,747.062 1 1 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-06-03 – 2025-06-05 5 5 -$2.1M 4 C-suite
2026-02-19 – 2026-03-05 5 5 -$6.8M 5 C-suite
2026-05-12 – 2026-05-14 3 3 -$1.8M 2 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-05-14 Bardeen William EVP, Chief Financial Officer -$320,823.971 Transaction at $77.85, now -3.9%
2026-05-14 KOPIT LEVIEN MEREDITH A. PRESIDENT and CEO -$760,500 Transaction at $78.00, now -4.1%
2026-03-05 KOPIT LEVIEN MEREDITH A. PRESIDENT and CEO -$4.1M Transaction at $79.70, now -6.2%
2026-03-05 Bardeen William EVP, Chief Financial Officer -$1.0M Transaction at $79.56, now -6.0%
2026-05-12 Perpich David S. -$693,540 Transaction at $77.06, now -2.9%
2026-03-05 Sulzberger Arthur G. Chairman and Publisher -$1.0M Transaction at $79.95, now -6.4%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for New York Times Company (NYT) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for NYT on Trend Edge →