New York Times Company Class A (NYT)

The New York Times Co. stock has experienced notable activity over the past six months. The stock price increased by 34.90% over the last 12 months, with a year-to-date return of 4.78% as of late January 2026. In the past month, the stock saw a 3.87% increase and reached an all-time high of $73.81 on February 2, 2026. Shares fell by 6.52% in pre-market trading on February 4, 2026, due to unimpressive first-quarter guidance. Analysts have given the stock a consensus rating of "Moderate Buy."

While the New York Times Co. emphasizes consistent digital subscription growth, there is some indication of seasonality in subscriber acquisition. The last quarter of the year tends to experience a seasonal spike in net-new subscribers, often driven by promotional activities. Digital subscription revenue is the primary growth driver. Advertising revenue can be influenced by factors such as advertisers' avoidance of hard news topics and the number of days in a quarter. The company's strategy focuses on a multi-product bundle to drive subscriber growth and engagement.

The New York Times Co. operates in the mass media sector, focusing on newspaper publishing. The company delivers news, opinion pieces, and reviews and has diversified into digital products. Its offerings include The New York Times (print and digital), The New York Times International Edition, Audm, Serial Productions, The Athletic, Wordle, NYT Cooking, NYT Games, and Wirecutter. The company's revenue is increasingly driven by digital subscriptions.

Headquartered in Manhattan, New York City, The New York Times Co. serves a worldwide audience. Its journalists report from over 150 countries and every U.S. state. The company maintains international offices in cities such as Paris, London, and Hong Kong.

The New York Times maintains a strong brand reputation due to its commitment to independent and high-quality journalism. In 2024, it attracted 1.1 million new digital subscribers, bringing its total to over 11.4 million. The company consistently achieves high audience engagement, ranking first among digital news destinations in time spent per visitor for two consecutive years. The company faces headwinds such as threats to press freedom, misinformation, platform changes, and polarization.

The New York Times Company is majority-owned by the Ochs-Sulzberger family through a dual-class stock structure. As of 2022, the family holds 95% of the company's Class B shares, allowing them to elect 70% of the board of directors. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., T. Rowe Price Investment Management, Inc., Darsana Capital Partners LP, and Farallon Capital Management Llc.