New York Times SEC Filings

The New York Times Company reported stronger third-quarter results. Revenue rose to $700.8 million from $640.2 million, led by subscription revenue of $494.6 million and advertising of $132.3 million. Operating profit increased to $104.8 million from $76.7 million, and net income reached $81.6 million with diluted EPS of $0.50 versus $0.39 a year ago.

Digital momentum continued: digital-only subscription revenue was $367.4 million, digital advertising was $98.1 million, and the company ended the quarter with approximately 12.33 million total subscribers, including 11.76 million digital-only and 6.27 million bundle/multiproduct subscribers. Total digital-only ARPU increased 3.6% to $9.79. Year-to-date, operating cash flow was $420.3 million and capital spending was $27.5 million. The company repurchased 482,833 Class A shares in the quarter and 2.12 million year-to-date, and declared a quarterly dividend of $0.18 per share. Liquidity remained solid with $249.3 million in cash, $368.0 million in short-term and $479.4 million in long-term marketable securities, and an amended $400 million revolving credit facility with no borrowings outstanding.

The New York Times Company furnished an Item 2.02 Form 8‑K stating it issued a press release with financial results for the quarter ended September 30, 2025. The release is provided as Exhibit 99.1 and incorporated by reference. The company notes this information is furnished and shall not be deemed filed under the Exchange Act. An Inline XBRL cover page file is included as Exhibit 104.

The New York Times Company director Margot Golden Tishler reported acquiring 23 Class A common stock RSUs on 10/23/2025 at $0. These were dividend-equivalent RSUs granted under the company’s 2020 Incentive Compensation Plan in connection with cash dividends. Dividend-equivalent RSUs tied to vested RSUs are fully vested at grant; those tied to unvested RSUs vest on the date the underlying RSUs vest.

Following the transaction, beneficial ownership was reported as 7,727 shares direct. Indirect holdings by trust were reported as 16,820, 40,500, and 1,400,000 shares. The reporting person disclaims beneficial ownership of the indirect shares except to the extent of any pecuniary interest.

The New York Times Company (NYT) director reported an equity award tied to dividends. On 10/23/2025, the reporting person acquired 61 Class A shares at $0 via dividend equivalent RSUs under the company’s 2020 Incentive Compensation Plan. Dividend equivalent RSUs granted in respect of vested RSUs are fully vested at grant; those tied to unvested RSUs will vest on the date the underlying RSUs vest, which is the date of the company’s first annual meeting following the initial grant.

Following the transaction, beneficial ownership was listed as 20,459 shares direct. Indirect holdings were disclosed as 1,400,000 shares by trust, 69,518 shares by spouse as trustee, and 42,073 shares by trust.

The New York Times Company (NYT) director Amanpal S. Bhutani reported acquiring 89 shares of Class A Common Stock on 10/23/2025 at $0, recorded as dividend equivalent RSUs under the company’s 2020 Incentive Compensation Plan.

After this transaction, he beneficially owns 29,620 shares directly. Dividend equivalent RSUs tied to vested RSUs are fully vested at grant; those tied to unvested RSUs will vest on the date the related RSUs vest, the company’s first annual meeting following the initial grant.

The New York Times Company (NYT) reported an insider transaction on a Form 4. Director Manuel Bronstein recorded the acquisition of 54 shares of Class A Common Stock on 10/23/2025 at a price of $0, reflecting Dividend Equivalent RSUs tied to prior RSU awards under the 2020 Incentive Compensation Plan.

Following the transaction, Bronstein’s directly held balance is 17,973 shares. The filing notes that dividend-equivalent RSUs granted on already vested RSUs are fully vested at grant, while those tied to unvested RSUs will vest on the date the related RSUs vest, which is the date of the Company’s first annual meeting following the initial grant.

The New York Times Company (NYT) filed a Form 4 reporting insider activity. Director Beth A. Brooke acquired 59 shares of Class A Common Stock at $0 on October 23, 2025. The shares reflect dividend-equivalent restricted stock units credited under the company’s 2020 Incentive Compensation Plan when cash dividends were paid.

Following this transaction, Brooke beneficially owns 19,720 shares directly. Dividend-equivalent RSUs tied to vested RSUs are fully vested at grant; those tied to unvested RSUs vest on the same date the underlying RSUs vest, which is the date of the company’s first annual meeting following the initial grant.

The New York Times Company (NYT) disclosed an insider equity change by director Rachel Glaser. On 10/23/2025, the reporting person acquired 100 shares of Class A Common Stock at $0, bringing the total directly held to 33,328 shares.

The filing explains these were Dividend Equivalent RSUs credited under the company’s 2020 Incentive Compensation Plan, reflecting cash dividends paid on Class A shares. Dividend Equivalent RSUs tied to previously vested RSUs are fully vested at grant. Those tied to unvested RSUs will vest on the same date the underlying RSUs vest, which is the date of the company’s first annual meeting following the initial grant.

The New York Times Company reported an insider equity change. A director acquired 164 Class A common stock RSUs on 10/23/2025 at $0, recorded as dividend-equivalent RSUs under the company’s 2020 Incentive Compensation Plan.

Following this transaction, the director beneficially owns 57,438 shares directly. Dividend-equivalent RSUs tied to vested RSUs are fully vested at grant; those tied to unvested RSUs vest on the date of the company’s first annual meeting following the initial grant.