New York Times Company Class A (NYT)

In the past six months, The New York Times Co. stock has experienced positive momentum. The company reported stronger-than-expected earnings for the third quarter of 2025, with EPS of $0.59 and revenue of $700.8 million. The stock reached an all-time high of $64.79 on November 22, 2025, and closed at $65.06 on November 26, 2025. Analysts have raised price targets, with JPMorgan Chase & Co. increasing its target to $71.00 and Citigroup boosting its objective to $72.00 in November 2025. The company declared a quarterly dividend of $0.18, paid on October 23, 2025. The stock has seen a notable increase over the last year, with a 1-year total return of 20.82% and a 23.6% gain year-to-date as of November 21, 2025.

Specific information regarding the demand seasonality for The New York Times Co.'s products and services is not explicitly detailed. Demand for news and information may fluctuate based on major global events or election cycles, potentially leading to temporary spikes in engagement and subscriptions. Advertising revenue, particularly digital advertising, could also experience some seasonal variations, aligning with broader market trends.

The New York Times Company is a global mass media organization focused on creating, collecting, and distributing news and information. It operates in the Consumer Services sector, specifically in the Publishing: Newspapers industry. Its primary product is The New York Times, available through various platforms, along with interest-specific digital products like The Athletic, Games, Cooking, and Audio. The company also engages in licensing, commercial printing, live events, and other products and services under The Times brand, such as Wirecutter.

Headquartered in Manhattan, New York City, The New York Times Company has a global geographic footprint. The Times' news is distributed worldwide, with journalists staffing regional bureaus across six continents.

In the past year, The New York Times has upheld its reputation for quality journalism, receiving three Pulitzer Prizes for work in 2023. However, the company has faced reputational challenges, including a lawsuit dismissal and a planned lawsuit from Donald Trump. An article from February 2025 also highlighted potential risks to the brand, including declining willingness to pay for news, limited pricing power, and union issues.

The New York Times Co. is largely owned by institutional investors, holding approximately 95.73% of the shares as of December 31, 2024. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., T. Rowe Price Investment Management, Inc., State Street Corp., and Darsana Capital Partners LP. Philip Falcone is the largest individual shareholder, owning 17.58% of the company's shares. The Ochs-Sulzberger family maintains control through a dual-class share structure, holding over 90% of the Class B shares.