NEW YORK TIMES CO
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No SEC Form 4 filings for $NYT in the last 30 days.
See all $NYT insider activity →A jury found the New York Times liable for defamation and ordered it to pay $9.25 million to former college basketball player Kai Spears. The Times falsely linked Spears to a fatal 2023 shooting in an article, which was later corrected. The Times plans to review its options, while Spears' lawyer suggests the verdict could improve journalism.
Berkshire Hathaway (BRK-B) increased its stock portfolio value to $299B in Q2, adding D.R. Horton (DHI) and boosting stakes in Alphabet (GOOG), Delta Air Lines (DAL), Lennar (LEN.B), New York Times (NYT), and Macy’s (M). It reduced holdings in Bank of America (BAC), Kroger (KR), Ally Financial (ALLY), and Capital One Financial (COF).
Analyst estimates compiled by FactSet show The New York Times Company’s average 12-month price target fell from $78 to $76.29. Forecasts range from $63 to $85. Based on the Aug. 14 close, the target implies about 18% upside. Consensus remains “Buy” with 6 Buys, 4 Holds, and 0 Sells.
Over the past 7 days, alphai's AI scored 1 news story mentioning NYT (NEW YORK TIMES CO). Coverage has skewed bearish: 0 bullish, 0 neutral, and 1 bearish.
Recent NYT coverage spans financial news, regulation and earnings.
Potential short‑term price pressure on NYT due to legal liability and payout.
Higher exposure to media publishing.
A lower consensus price target can pressure near-term sentiment, but the article provides no new fundamentals beyond the target revision.
Ongoing accumulation suggests Berkshire sees durable value in NYT, potentially supporting longer-duration sentiment.
Portfolio increase supports a continued belief in NYT’s cash flows, but it is not a new business development.
alphai scores every news story that mentions NYT with an AI model for sentiment and relevance, and aggregates insider trades from NEW YORK TIMES CO's SEC EDGAR Form 4 filings. Figures refresh continuously.
A jury found the New York Times liable for defamation and ordered it to pay $9.25 million to former college basketball player Kai Spears. The Times falsely linked Spears to a fatal 2023 shooting in an article, which was later corrected. The Times plans to review its options, while Spears' lawyer suggests the verdict could improve journalism.
2 min readBerkshire Hathaway (BRK-B) increased its stock portfolio value to $299B in Q2, adding D.R. Horton (DHI) and boosting stakes in Alphabet (GOOG), Delta Air Lines (DAL), Lennar (LEN.B), New York Times (NYT), and Macy’s (M). It reduced holdings in Bank of America (BAC), Kroger (KR), Ally Financial (ALLY), and Capital One Financial (COF).
2 min readAnalyst estimates compiled by FactSet show The New York Times Company’s average 12-month price target fell from $78 to $76.29. Forecasts range from $63 to $85. Based on the Aug. 14 close, the target implies about 18% upside. Consensus remains “Buy” with 6 Buys, 4 Holds, and 0 Sells.
Berkshire Hathaway’s Q2 13F, filed Aug. 14, shows it was a net buyer of about $19.8B in US stocks, buying $23.5B and selling $3.7B. The portfolio totals $299.3B across 29 companies. Alphabet (GOOGL/GOOG) was a major focus, with the stake worth about $36.6B. Berkshire added D.R. Horton (DHI) and eliminated Constellation Brands (STZ).
7 min readBerkshire Hathaway said it spent about $20B on other equities in Q2, repurchased about $4.5B of its own stock, and held $365.5B cash at midyear. It added to Alphabet (GOOGL) and Delta Air Lines (DAL), and disclosed other 13F changes including trims to Bank of America (BAC) and Kroger (KR).
4 min readBerkshire Hathaway (BRK.B) reported Q2 portfolio changes in an Aug. 14 SEC filing. It was a net buyer of equities, buying $19.8B vs $3.7B sold, and repurchased $4.5B of its own stock. Berkshire increased Alphabet (GOOGL/GOOG) and added D.R. Horton (DHI), while trimming Bank of America (BAC), Kroger (KR), Ally (ALLY), Capital One (COF), Nucor (NUE) and fully exiting Constellation Brands (STZ).
7 min readThe New York Times Company (NYT) reported Q2 2026 revenue of $762.5 million, up 11.2%, driven by digital-only subscription revenue of $407.9 million (+16.4%) and digital advertising of $114.0 million (+20.7%). Digital-only subscribers rose to 12.8 million (+280,000). Adjusted diluted EPS was $0.69 (+19.0%). Q3 guidance: digital-only subs +12% to +15%, digital ads mid- to high teens.
6 min readThe article cites The New York Times Company CEO Meredith Kopit Levien, who told Bloomberg that NYT spent close to $2 billion in the prior year producing about half a million works of journalism. It frames this as a per-unit reference point for AI licensing talks, alongside proposed licensing tests covering continuity, control, and price.
6 min readFlorida AG James Uthmeier demanded The New York Times provide internal board documents, citing alleged biased coverage of the Oct. 7 Hamas attack on Israel. He said Florida’s Board of Administration holds about 160,000 NYT shares. Uthmeier referenced reports of 72 coverage errors (Oct. 7, 2023 to Jun. 2024). NYT has not responded.
3 min readMedia companies are debating whether to restrict Google’s web crawlers as Google Search traffic declines and AI Overviews and AI Mode increasingly answer queries on the results page. USA Today cited double-digit Google traffic drops and reported a 9.2% Q2 digital ad revenue decline. Reuters, Politico, and others are discussed. The New York Times added 280,000 digital subscribers in Q2 vs 295,300 expected. Reddit is also reviewing a $60m licensing deal.
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