NYT · New York Times Co
Market Cap
$10.99B
Shares
161.28M
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$68.16
Open$68.55
Day$67.74–68.91
52W close$54.66–85.86
Avg vol 30d2.1M
Short int11.5M · 7.1% float · 3.7d
Short vol75%
Last earningsAug 5, 2026
DataJan 2020–Aug 2026
Filing10-Q · Aug 5
Up next
Next earnings call
Nov 4, 2026
Est · unconfirmed
· in 10 wks
FQ3-26 quarter ends
~Sep 30, 2026
Est
filed Aug 5, 2026
AI Brief
TL;DR.
Bullish
Bearish
From the call
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceOverall
Neutral
SellHoldBuy
Technical
Neutral
Momentum
Very Weak
Sentiment
Neutral
Fundamentals
Strong
Quant / Vol
Moderate
Market backdrop
VIX 14.4 · calm
Equity put/call 0.62
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
−7%
below
Price vs 50-day avg
−4%
below
RSI (14)
49
neutral
MACD trend
Positive
52-week position
43%
mid-range
Momentum
relative strength
1-month return
−9%
trailing
6-month return
−16%
trailing
YTD return
−2%
this year
Relative strength
−29%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $71 › 200d $73 — 200d above 50d
Institutional flow
Distributing
-0% holders QoQ · +84 funds added
Insider flow
Distributing
Net -$296.5K over 90 days · 100% sells
Short interest
Falling
7.13% of float · ▼ -15.4% MoM · 3.7 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
635 holders — near 3-yr high, broad support
Squeeze score
61
elevated · 0–100
Fundamentals
Revenue growth
−2%
Y/Y
EPS growth
+18%
Y/Y
Free cash flow
$550.5M
Buyback
$239.7M
remaining
Balance sheet
$325.5M
net debt
Quant / Vol
risk profile
Volatility
29%
annualized · 1-yr
Max drawdown
−26%
past year
ATR
2.8%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Latest guidance
· from the 8-K filed Aug 5, 2026
third quarter of 2026
Digital-only subscription revenues
Initiated
12% – 15%
Total subscription revenues
Initiated
9% – 11%
Adjusted operating costs
Non-GAAP
Initiated
8% – 9%
2026
Depreciation and amortization
$85M
Capital expenditures
$35M – $45M
Interest income and other, net
$45M – $50M
Prior guidance
period ended
· from the 8-K filed May 6, 2026
Digital-only subscription revenues
· second quarter of 2026
14% – 17%
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Neutral
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
−7%
Bearish
Price vs 50-day avg
−4%
Neutral
RSI (14)
49
Neutral
MACD trend
Positive
Bullish
52-week position
43%
Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross)
No cross
50d $71 › 200d $73 — 200d above 50d
Institutional flow
Distributing
-0% holders QoQ · +84 funds added
Insider flow
Distributing
Net -$296.5K over 90 days · 100% sells
Short interest
Falling
7.13% of float · ▼ -15.4% MoM · 3.7 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
635 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $55
Now $68 · 43%
Range high $86
vs 200-day avg -7%
vs 50-day avg -4%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted diluted EPS non-GAAP | $0.69 | Q2 2026 | — |
|
|
|||
| Adjusted operating costs non-GAAP | $607.2M | Q2 2026 | — |
|
|
|||
GAAP → non-GAAP reconciliationGAAP Total operating costs 644.44M
-21.12M Depreciation and amortization
-1.17M Severance
-1.14M Multiemployer pension plan withdrawal costs
-4.63M Generative AI Litigation Costs
-9.22M Multiemployer pension plan liability adjustments
= Adjusted operating costs 607.16M
|
|||
| Adjusted operating profit ("AOP") non-GAAP | $155.3M | Q2 2026 | — |
|
|
|||
GAAP → non-GAAP reconciliationGAAP Operating profit 118.02M
+21.12M Depreciation and amortization
+1.17M Severance
+1.14M Multiemployer pension plan withdrawal costs
+4.63M Generative AI Litigation Costs
+9.22M Multiemployer pension plan liability adjustments
= Adjusted operating profit 155.3M
|
|||
| AOP margin % non-GAAP | 20.4% | Q2 2026 | — |
|
|
|||
| Digital-only ARPU | $9.94 | Q2 2026 | — |
|
|
|||
| Digital-only ARPU % change year-over-year | 3.1% | Q2 2026 | — |
| Digital-only subscribers | 12.8M | Q2 2026 | — |
|
|
|||
| Digital-only subscribers quarterly net additions | 280,000 | the second quarter of 2026 filing | — |
|
|
|||
| Free cash flow non-GAAP | $623.02M | Last Twelve Months ended June 30, 2026 | — |
|
|
|||
GAAP → non-GAAP reconciliationGAAP Net cash provided by operating activities 658.26M
-35.25M Capital expenditures
= Free cash flow 623.02M
|
|||
| Print subscribers | 550K | Q2 2026 | — |
|
|
|||
| Total subscribers | 13.35M | Q2 2026 | — |
|
|
|||
| Digital-only ARPU: Bundle and multiproduct | $12.92 | Q4 2025 | — |
| Digital-only ARPU: News-only | $13.33 | Q4 2025 | — |
| Digital-only ARPU: Other single-product | $3.36 | Q4 2025 | — |
| Digital-only subscribers: Bundle and multiproduct | 6.48M | Q4 2025 | — |
| Digital-only subscribers: News-only | 1.47M | Q4 2025 | — |
| Digital-only subscribers: Other single-product | 4.27M | Q4 2025 | — |
| Net cash provided by operating activities | $584.5M | full-year 2025 | — |
| Operating profit margin | 20.1% | Q4 2025 | — |
| Total digital-only ARPU | $9.72 | Q4 2025 | — |
| Total digital-only subscribers | 12.21M | Q4 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Publishing — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
NYT
this stock
New York Times Co
|
$10.99B | -1.8% | -1.6% | 28.4 | 7.1% |
|
PSO
Pearson PLC
|
$10.05B | +19.2% | — | — | 0.7% |
|
WLY
John Wiley & Sons, Inc.
|
$2.73B | +75.4% | +4.5% | 12.9 | 8.9% |
|
SPGNY
Springer Nature AG & Co. KGaA/ADR
|
$2.34B | — | — | — | 0.0% |
|
TDAY
USA TODAY Co., Inc.
|
$934.50M | +23.1% | +13.7% | — | 14.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Earnings & Events
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| NYT | +3.8% | -9.0% | -15.7% | -9.0% | -1.8% |
| SPY | +0.5% | +3.0% | +13.4% | +3.0% | +12.8% |
| vs SPY | +3.3% | -12.0% | -29.1% | -12.0% | -14.6% |
Capital returns
Latest dividend
$0.23
/ share · ex Jul 8, 2026
Paid (TTM)
$0.82
/ share · 4 payouts
Dividend yield (TTM, derived)
1.20%
Buyback program
· as of Jul 31, 2026
Authorized
$350.00M
Spent (derived)
$110.30M
Remaining
$239.70M
Spent
Remaining
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.