The New York Times Company (NYT) AI Stock Analysis

The New York Times Company publishes The New York Times, an international edition, and runs NYTimes.com. It syndicates articles, graphics, and photographs to approximately 1,500 newspapers, magazines, and websites worldwide, while licensing electronic databases and providing book development services. Beyond publishing, the company manages live physical and virtual events, operates digital advertising services across websites, mobile apps, podcasts, emails, and videos, and owns the product review platform Wirecutter. It also develops mobile apps for games and cooking, and provides third-party printing and distribution.

Between FY2021 and FY2025, NYT achieved a 5-year revenue CAGR of 9.6%, with annual revenue increasing from $2.07B to $2.82B. In FY2025, revenue rose 9.2% as gross margin improved to 50.8% and operating margin expanded to 16.0%. Net income reached $344.0M in FY2025, compared to $293.8M in FY2024 and $173.9M in FY2022. For the trailing twelve months, revenue was $2.95B with an operating margin of 17.1% and diluted EPS of $2.40. In the latest quarter ended June 30, 2026, revenue grew 11.3% year-over-year while quarterly earnings grew 14.0%.

As of June 30, 2026, the company held $660.8M in cash and short-term investments, with total assets of $2.98B and shareholders' equity of $2.05B. The company maintained a current ratio of 1.58. In FY2025, operating cash flow was $584.5M against capital expenditures of $34.0M, generating $550.5M in free cash flow. Capital allocation in FY2025 included $165.3M directed toward share buybacks and $110.4M in dividends paid, contributing to a 3.3% share count reduction over 5 years.

At a share price of $67.78, NYT trades at a market capitalization of $10.93B and an enterprise value of $9.95B. Its trailing P/E of 28.2x and forward P/E of 21.1x trade at a premium to the median of its US-listed Communication Services peers at 16.2x and 14.1x, respectively. The company's EV/EBITDA of 16.8x also exceeds the peer group median of 10.0x. Over the past year, NYT gained 23.3%, outpacing the S&P 500 (SPY) return of 16.8%, but its 5-year return of 34.8% lagged the index return of 83.0%.

NYT pays a quarterly dividend with an annualized forward payout of $0.92 per share, representing a 1.36% dividend yield. The company has paid dividends for 14 consecutive years, delivering a 5-year annualized dividend growth rate of 23.8%. The payout ratio stands at 31.3%, and the most recent ex-dividend date occurred on October 7, 2026.

Wall Street sentiment consists of 6 Strong Buy, 1 Buy, and 3 Hold ratings, with no Sell or Strong Sell ratings. The mean price target is $76.89, representing a 13.4% upside relative to the last close of $67.78. For the fiscal year ending December 31, 2026, consensus estimates anticipate revenue of $3.11B and EPS of $2.85. NYT has recorded 4 EPS beats over the last 4 quarters, and its next earnings date is November 4, 2026.

This page is an AI-written research summary of The New York Times Company (NYT). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: NYT income statement, NYT balance sheet, NYT key metrics, NYT analyst forecast, NYT chart. See the NYT stock overview for the latest quote and news.