Every 8-K that New York Times Co. (NYT) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow NYT and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full NYT filings page.
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.
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%.
The New York Times Company reported strong first-quarter 2026 results, with total revenue up 12.0% year-over-year to $712.2 million and operating profit up 54.5% to $90.6 million. Diluted EPS rose to $0.54 from $0.30, while adjusted diluted EPS reached $0.61.
Digital momentum continued: digital-only subscription revenue grew 16.1% to $389.0 million, digital advertising revenue increased 31.6% to $93.3 million, and digital-only ARPU rose 2.4% to $9.77. The company added about 310,000 net digital-only subscribers in the quarter, ending with 13.08 million total subscribers and 12.52 million digital-only subscribers. Operating costs rose 7.7% to $621.6 million, reflecting higher compensation and marketing, but margins expanded, with operating margin at 12.7% and adjusted operating margin at 16.6%.
The New York Times Company held its annual stockholder meeting on April 22, 2026, where investors voted on directors, auditors and executive pay. All management nominees for the Board were elected by both Class A and Class B common stockholders.
Stockholders ratified the Audit Committee’s selection of Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 148,898,115 votes for, 2,633,409 against and 540,212 abstentions. Class B common stockholders approved the advisory resolution on executive compensation with 754,431 votes for, none against and no abstentions.
The New York Times Company filed a current report to share that it has released its financial results for the quarter and year ended December 31, 2025. The company issued a press release on February 4, 2026 describing these results, which is attached as Exhibit 99.1.
The press release is being furnished rather than filed under securities laws, meaning it is provided for informational purposes and is not automatically incorporated into other regulatory documents unless specifically referenced.
The New York Times Company adopted a new Executive Severance Plan and amended the CEO’s employment agreement to standardize and update severance protections. The plan covers Executive Committee members and Section 16 officers who sign restrictive covenant agreements and do not have individual severance contracts, providing cash severance based on base salary and service, pro-rated annual incentives, continued health coverage for the severance period, and outplacement services, with enhanced lump-sum severance and COBRA support if a qualifying termination occurs within 12 months after a change in control. The CEO, Meredith Kopit Levien, remains outside the plan but received an amended agreement that lengthens her post-employment non-solicitation covenant to 18 months, refines her non-compete, and grants enhanced change-in-control severance equal to two times base salary and two times target bonus, plus extended COBRA support, all subject to standard tax and release-of-claims provisions.
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.