New York Times (NYSE:NYT) Posts Earnings Results

Posted by George Bondi on Aug 6th, 2026

New York Times (NYSE:NYT – Get Free Report) posted its earnings results on Wednesday. The company reported $0.69 earnings per share for the quarter, topping analysts’ consensus estimates of $0.67 by $0.02, FiscalAI reports. New York Times had a net margin of 13.18% and a return on equity of 22.02%. The company had revenue of $762.46 million for the quarter, compared to analyst estimates of $752.01 million. During the same quarter in the prior year, the business posted $0.58 EPS. The firm’s revenue was up 11.2% compared to the same quarter last year.

Here are the key takeaways from New York Times’ conference call:

Positive Sentiment: Q2 revenue grew 11%, adjusted operating profit increased 16% to approximately $155 million, and adjusted diluted EPS rose 19% to $0.69.
Positive Sentiment: The company added 280,000 net new digital subscribers, reaching approximately 13.4 million; digital-only subscription revenue increased 16.4% to $408 million, supported by subscriber growth and favorable pricing-step-up performance.
Positive Sentiment: Advertising exceeded expectations, with digital advertising revenue up 20.7% and total advertising revenue up approximately 11.3%; growth was broad-based across the portfolio, though video currently contributes only modestly to advertising growth.
Neutral Sentiment: The Times is substantially increasing video production and investment, including reporter-led video, visual investigations, and long-form shows, viewing video as a long-term audience and monetization opportunity.
Negative Sentiment: Adjusted operating costs rose 10%, above guidance, while management warned that major technology platforms are driving less traffic to publishers. Q3 digital subscription growth is expected to moderate to 12%–15%, and first-half free cash flow benefited from seasonal working-capital timing and a largely nonrecurring $60 million tax benefit.

New York Times Stock Performance

New York Times stock opened at $65.17 on Thursday. The stock’s 50 day simple moving average is $73.70 and its two-hundred day simple moving average is $76.27. The stock has a market cap of $10.55 billion, a price-to-earnings ratio of 27.93, a PEG ratio of 1.57 and a beta of 0.95. New York Times has a fifty-two week low of $54.10 and a fifty-two week high of $87.10.

New York Times Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, July 23rd. Shareholders of record on Wednesday, July 8th were issued a $0.23 dividend. The ex-dividend date was Wednesday, July 8th. This represents a $0.92 annualized dividend and a yield of 1.4%. New York Times’s dividend payout ratio (DPR) is 39.48%.

New York Times News Roundup

Here are the key news stories impacting New York Times this week:

Positive Sentiment: NYT reported adjusted earnings of $0.69 per share, above the $0.67 analyst consensus, while revenue reached $762.46 million, exceeding estimates of $752.01 million and increasing 11.2% year over year. New York Times Co. Tops Q2 Earnings and Revenue Estimates
Positive Sentiment: Profitability remained strong, with a 13.18% net margin and 22.02% return on equity. The results also showed earnings growth from $0.58 per share in the year-ago quarter. New York Times Earnings Results
Neutral Sentiment: Unusually heavy options activity saw traders purchase 18,448 call options, about 1,071% above typical volume. This may indicate speculative bullish positioning, but options activity does not necessarily reflect the company’s underlying outlook.
Negative Sentiment: The main concern is subscriber momentum: NYT added approximately 280,000 net digital-only subscribers, below the roughly 295,300 analyst expectation. Slower sequential growth raises questions about the company’s ability to sustain its subscription-led expansion. NYT Stock Drops as Digital Subscriber Growth Slows
Negative Sentiment: Management’s weaker-than-expected outlook for digital subscription revenue appears to outweigh the earnings and revenue beats, prompting investors to reduce expectations for future growth. New York Times Posts Higher Revenue as Subscriber Growth Slows

Analyst Ratings Changes

A number of equities analysts have weighed in on the stock. UBS Group set a $80.00 target price on shares of New York Times in a research report on Wednesday, June 24th. Evercore restated an “outperform” rating and issued a $92.00 price objective on shares of New York Times in a research report on Thursday, May 7th. Weiss Ratings reiterated a “buy (b)” rating on shares of New York Times in a research report on Friday, July 17th. Citigroup restated a “neutral” rating on shares of New York Times in a research report on Wednesday, June 24th. Finally, Morgan Stanley set a $90.00 price target on New York Times in a research note on Thursday, May 7th. Two equities research analysts have rated the stock with a Strong Buy rating, four have given a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $82.89.

View Our Latest Report on NYT

Insider Transactions at New York Times

In other New York Times news, EVP Jacqueline M. Welch sold 4,000 shares of the firm’s stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $74.14, for a total transaction of $296,560.00. Following the completion of the transaction, the executive vice president owned 23,873 shares of the company’s stock, valued at approximately $1,769,944.22. This trade represents a 14.35% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director David S. Perpich sold 9,000 shares of the business’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $77.06, for a total transaction of $693,540.00. Following the sale, the director owned 28,469 shares in the company, valued at approximately $2,193,821.14. This trade represents a 24.02% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 17,121 shares of company stock valued at $1,310,920. Corporate insiders own 1.90% of the company’s stock.

Institutional Investors Weigh In On New York Times

Hedge funds have recently bought and sold shares of the business. CIBC Private Wealth Group LLC increased its position in shares of New York Times by 57.8% during the third quarter. CIBC Private Wealth Group LLC now owns 2,595 shares of the company’s stock valued at $149,000 after acquiring an additional 950 shares in the last quarter. Vise Technologies Inc. purchased a new position in shares of New York Times in the third quarter valued at about $222,000. Vestcor Inc purchased a new position in New York Times in the 3rd quarter worth approximately $236,000. State of Wyoming bought a new position in New York Times in the 2nd quarter worth approximately $238,000. Finally, Headlands Technologies LLC purchased a new stake in New York Times during the 2nd quarter valued at approximately $149,000. Institutional investors own 95.37% of the company’s stock.

About New York Times

(Get Free Report)

The New York Times Company is a publicly traded media organization best known for publishing The New York Times newspaper and operating the NYTimes.com digital platform. The company produces daily print and digital journalism covering national and international news, opinion pieces, feature stories, and multimedia content. Alongside its flagship newspaper, the firm offers a range of subscription-based services, including Times Cooking, NYT Games, podcasts and newsletters, designed to engage a broad audience of readers and advertisers.

Founded in 1851 by Henry Jarvis Raymond and George Jones, The New York Times has built a reputation for in-depth reporting and investigative journalism.