Welcome to our dedicated page for NEW YORK TIMES CO SEC filings (Ticker: NYT), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The New York Times Company filings document the operating results, governance and capital-structure matters of a public media company. Form 8-K reports furnish quarterly and annual financial results, including digital-only subscription revenue, subscriber activity, ARPU, advertising revenue, affiliate and licensing revenue, operating costs and profitability measures.
Proxy and annual-meeting filings cover director elections, auditor ratification, advisory executive compensation votes and the separate voting mechanics of Class A and Class B common stockholders. Other material-event filings describe executive compensation arrangements, including severance-plan and employment-agreement disclosures.
NEW YORK TIMES CO (NYT) reported a leadership change in its human resources function. On September 9, 2026, the company announced that Jacqueline Welch will step down as Executive Vice President and Chief Human Resources Officer, with her separation effective January 1, 2027.
In connection with this separation, Ms. Welch will be eligible for severance benefits under The New York Times Company Executive Severance Plan, contingent on signing a general release of claims in favor of the company and complying with applicable restrictive covenants. She has also met the age and service requirements for “Retirement” under long-term performance awards granted pursuant to The New York Times Company 2020 Incentive Compensation Plan and is entitled to receive payments under those awards.
T. Rowe Price Investment Management, Inc. reported beneficial ownership of 8,054,186 shares of New York Times Co-A common stock, representing 5.0% of the class. It has sole voting power over 8,019,800 shares and sole dispositive power over 8,054,186 shares, with no shared voting or dispositive power.
The firm states that this report should not be construed as an admission that it is the beneficial owner of these securities and expressly denies such beneficial ownership.
William Bardeen, EVP and Chief Financial Officer of New York Times Co, delivered 485 shares of Class A Common Stock on August 10, 2026 to The New York Times Company to satisfy tax withholding obligations tied to the one-third vesting of stock-settled restricted stock units granted on August 10, 2023 under the 2020 Incentive Compensation Plan. Following this transaction, he directly holds 14,075 shares of Class A Common Stock.
New York Times Co director David S. Perpich delivered 131 Class A Common shares on 2026-08-10 to The New York Times Company to satisfy tax withholding obligations related to the one-third vesting of previously granted stock-settled restricted stock units. The shares were valued at $63.54 per share, leaving him with 27,838 directly held shares afterward. Additional Class A shares are held indirectly in trusts and UTMA custodial accounts, for which he disclaims beneficial ownership.
Linonia Partners Fund LP, together with related Linonia entities and Philip Uhde, reports beneficial ownership of 7,993,257 shares of The New York Times Company Class A common stock. This represents 4.98% of the class, based on 160,502,862 shares outstanding as of July 31, 2026.
The shares are held directly by Linonia Partners Fund LP, with The Linonia Partnership LP acting as investment manager, The Linonia Partnership GP LLC as general partner of the manager, and Philip Uhde as principal and managing member. All reporting persons are deemed to share voting and dispositive power over these shares and each disclaims beneficial ownership beyond any pecuniary interest. The filing notes that the group now holds 5 percent or less of the class.
The New York Times Company reported second-quarter 2026 revenue of $762.5 million, up 11.2% year-over-year, driven by subscription revenue of $537.9 million and digital-only subscription revenue of $407.9 million, which grew 16.4%. Digital-only subscribers reached 12.80 million, with 280,000 net additions versus the prior quarter, and digital advertising revenue rose 20.7% to $114.0 million.
Operating profit increased 10.8% to $118.0 million, while adjusted operating profit grew 16.1% to $155.3 million. Diluted EPS was $0.57 and adjusted diluted EPS $0.69, both higher than a year earlier. Cash and marketable securities totaled $1.22 billion with no debt, free cash flow for the first six months was $265.7 million, and the company repurchased 473,691 shares for about $35.4 million. Results included Generative AI Litigation Costs of $4.6 million and a $9.2 million multiemployer pension plan withdrawal charge as special items. Guidance for the third quarter of 2026 calls for double-digit growth in digital-only and total subscription revenues and mid-to-high-teens growth in digital advertising, with adjusted operating costs expected to rise 8 - 9%.
Vanguard Capital Management filed Amendment No. 1 to a Schedule 13G reporting a passive ownership position in New York Times Co. common stock. Vanguard beneficially owned 7,722,718 shares, representing 4.79% of the outstanding class as of June 30, 2026. It held sole voting power over 1,237,328 shares and sole dispositive power over 7,722,718 shares, with no shared voting or dispositive power. The position reflects securities held across various Vanguard funds and managed accounts, and no other single person has an interest in more than 5% of the class through these holdings.
Arthur S. Golden, a director of The New York Times Company, acquired 70 dividend equivalent RSUs tied to Class A Common Stock on 2026-07-23 at $0.00 per share. These RSUs correspond to cash dividends on previously awarded RSUs and either vested immediately or will vest at the Company’s first annual meeting following the initial grant. Following this grant, he held 22,911 shares of Class A Common Stock directly, plus additional indirect holdings through trusts, including 69,518 shares held by his spouse as trustee.
The New York Times Company director Margot Golden acquired 31.0000 Dividend Equivalent RSUs relating to Class A Common Stock on 2026-07-23 at a price of $0.0000 per share. These units were granted with a value equal to cash dividends paid on Class A shares.
The grant increased her direct Class A holdings to 10,075.0000 shares. Dividend Equivalent RSUs granted on vested RSUs are fully vested at grant; those tied to unvested RSUs vest when the underlying RSUs vest, on the date of the company’s first annual meeting following the initial grant. Additional shares are held indirectly by trust, for which she disclaims beneficial ownership except to the extent of any pecuniary interest.