Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

NEW YORK TIMES CO
Next earnings Aug 4, 2026 · consensus $0.67 EPS, $759M rev
Last earnings +8.3% on 2026-05-06
The Times' digital-subscription engine is humming — revenue +9%, EPS +18%, debt-free — justifying its premium 35x multiple.
Sources: SEC EDGAR (CIK 0000071691, latest 10-Q filed 2026-05-06) · EODHD · analysis by claude-code · as of 6/21/2026, 8:45:18 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
The fundamentals carry the rating, but the price is rich (~19% above our fair-value estimate) — a quality-at-a-price call. The case rests on the business, not the entry; patient buyers may wait for a pullback.
The New York Times has completed one of media's most successful digital transitions, and FY2025 shows the model compounding. Revenue grew 9.2% to $2.82B, net income rose 17.1% to $344M, and operating income jumped 22.9% to $432M (15.3% operating margin) as the high-margin digital subscription base scales. The filing breakdown is telling: digital subscription revenue grew 14.3% to $1.43B and digital advertising grew 20.0%, more than offsetting structural print declines (subscription print -3.2%, advertising print -5.4%). This is a recurring, direct-to-consumer model with strong pricing power and a widening lead in quality journalism plus bundle products (Cooking, Games, Wirecutter, The Athletic).
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $2.07B | $2.31B | $2.43B | $2.59B | $2.82B |
| Gross profit | — | — | — | — | — |
| Operating income | $268M | $202M | $276M | $351M | $432M |
| Net income | $220M | $174M | $232M | $294M | $344M |
| Diluted EPS | $1.31 | $1.04 | $1.40 | $1.77 | $2.09 |
| Net margin | 10.6% | 7.5% | 9.6% | 11.4% | 12.2% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Last 90 days: 0 open-market buys · 4 sales
| 2026-06-03 | Welch Jacqueline M EVP and CHRO | Sell | 4.00K @ $74.14 | $297K |
| 2026-05-12 | KOPIT LEVIEN MEREDITH A. PRESIDENT & CEO | Sell | 9.75K @ $78.00 | $761K |
| 2026-05-12 | Bardeen William EVP, Chief Financial Officer | Sell | 4.12K @ $77.85 | $321K |
| 2026-05-11 | Perpich David S. Director | Sell | 9.00K @ $77.06 | $694K |
| 2026-05-11 | Perpich David S. Director | Gift | 500.00 | |
| 2026-04-22 | GOLDEN MARGOT Director | Award | 2.28K | |
| 2026-04-22 | GOLDEN ARTHUR S. Director | Award | 2.28K | |
| 2026-04-22 | Glaser Rachel C Director | Award | 2.28K | |
| 2026-04-22 | Brooke Beth A. Director | Award | 2.28K |