Berkshire Increases Stake in The New York Times
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy NYT?
Source: NASDAQ.COM
- Increased Stake: Berkshire Hathaway acquired over 5.1 million shares of The New York Times in Q4, valued at more than $350 million, which, while only 0.1% of its portfolio, is significant for the Times.
- Advertising Revenue Outlook: The New York Times expects total advertising revenue to grow at a low double-digit rate year-over-year in Q1, with digital-only subscription revenue projected to rise 14% to 17% and digital advertising revenue potentially increasing up to 20%, indicating strong business momentum.
- Strong Financial Performance: In Q4, The New York Times reported a 10.4% year-over-year increase in total revenue to $802 million, with digital subscription revenue up 13.9% and digital advertising revenue up 24.9%, showcasing its success in digital transformation.
- Strategic Investment Focus: As video content becomes increasingly important in news, the CFO of The New York Times stated that the company will continue to invest strategically in video journalism to enhance its market competitiveness and appeal.
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Analyst Views on NYT
Wall Street analysts forecast NYT stock price to fall
6 Analyst Rating
4 Buy
2 Hold
0 Sell
Moderate Buy
Current: 72.940
Low
55.00
Averages
69.33
High
81.00
Current: 72.940
Low
55.00
Averages
69.33
High
81.00
About NYT
The New York Times Company is a global media organization that includes newspapers, digital and print products, and related businesses. It is focused on creating, collecting, and distributing news and information that helps the audience understand and engage with the world. The Company's news product, The New York Times (The Times) is available on mobile applications, on its Website (NYTimes.com) and as a printed newspaper, and with associated content such as podcasts. The Company's interest-specific products include The Athletic, Games, Cooking, and Audio (read-aloud audio service), which are available on mobile applications and Websites; and Wirecutter, an online review and recommendation product. Its other businesses include licensing operations; commercial printing operations; live events business; and other products and services under The Times brand. The Company’s Times’s print edition newspaper is published seven days a week in the United States.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Berkshire Increases Stake in The New York Times
- Increased Stake: Berkshire Hathaway acquired over 5.1 million shares of The New York Times in Q4, valued at more than $350 million, which, while only 0.1% of its portfolio, is significant for the Times.
- Advertising Revenue Outlook: The New York Times expects total advertising revenue to grow at a low double-digit rate year-over-year in Q1, with digital-only subscription revenue projected to rise 14% to 17% and digital advertising revenue potentially increasing up to 20%, indicating strong business momentum.
- Strong Financial Performance: In Q4, The New York Times reported a 10.4% year-over-year increase in total revenue to $802 million, with digital subscription revenue up 13.9% and digital advertising revenue up 24.9%, showcasing its success in digital transformation.
- Strategic Investment Focus: As video content becomes increasingly important in news, the CFO of The New York Times stated that the company will continue to invest strategically in video journalism to enhance its market competitiveness and appeal.
See More
Berkshire Hathaway's New Stake in The New York Times
- New Investment Highlight: In Q4, Berkshire Hathaway established a new position in The New York Times by purchasing approximately 5.1 million shares, which, while only 0.1% of its overall portfolio, is valued at over $350 million, indicating interest in the company.
- Strong Financial Performance: The New York Times reported a 13.9% year-over-year increase in digital subscription revenue and a 24.9% rise in digital advertising revenue, with total revenue reaching $802 million, reflecting robust business momentum.
- Positive Future Outlook: The company expects digital subscription revenue to grow 14% to 17% year-over-year in Q1 2026, with digital advertising revenue projected to increase at a high single-digit to low twenty percent rate, indicating ongoing growth potential.
- Strategic Investment Focus: The New York Times' strategic investment in video journalism is seen as a key factor attracting Berkshire, as its reputation as a trusted source may strengthen with the rise of AI content.
See More
Berkshire Hathaway Acquires Stake in The New York Times: Should You Follow?
- New Investment Highlight: Berkshire Hathaway revealed in its latest 13-F filing that it established a new position in The New York Times, acquiring approximately 5.1 million shares valued at over $350 million, which represents about 0.1% of its overall portfolio despite a net selling trend.
- Strong Financial Performance: The New York Times reported a 13.9% year-over-year increase in digital-only subscription revenue and a 24.9% rise in digital advertising revenue for Q4, with total revenue reaching $802 million, reflecting a 10.4% year-over-year growth and indicating robust business momentum.
- Positive Future Outlook: The company anticipates a year-over-year growth of 14% to 17% in digital-only subscription revenue for Q1, with digital advertising revenue expected to grow in the high teens to low twenties, showcasing its ongoing growth potential.
- Strategic Investment Considerations: This investment may highlight the importance of The New York Times as a trusted source amid the rise of AI-generated content, while also emphasizing the company's strategic focus on video journalism, indicating a clear direction for future development.
See More
Buffett's Final Quarter Investment Moves Before Retirement
- Selling Trend: In his final quarter before retirement, Buffett was a net seller of stocks, continuing a trend of selling more than buying for 13 consecutive quarters, indicating concerns over market valuations.
- Amazon Stake Reduction: During Q4, Buffett sold 7,724,000 shares of Amazon, reducing his stake by 77%, reflecting caution towards high valuations in the tech sector.
- Apple and Bank of America Cuts: Buffett cut his Apple holdings by 75% and Bank of America by 50%, suggesting a reassessment of future growth potential against current P/E ratios.
- New York Times Investment: In his last quarter, Buffett purchased 5,065,744 shares of The New York Times for nearly $352 million, indicating confidence in brand trust and the growth of digital subscriptions.
See More
New York Times Q4 Earnings Exceed Expectations Driven by Subscriber Growth
- Earnings Beat: New York Times reported an adjusted EPS of $0.89 for Q4, surpassing analyst expectations of $0.87, indicating strong performance driven by digital subscriber growth that solidifies its market position.
- Significant Revenue Growth: The company achieved a 10.4% year-over-year revenue increase to $802.3 million in Q4, exceeding analyst estimates of $791.3 million, reflecting robust demand for advertising and digital content.
- Subscriber Growth: By the end of Q4 2025, New York Times added approximately 450,000 net digital-only subscribers, bringing the total to 12.78 million, showcasing success in attracting new users and enhancing future revenue sustainability.
- Increased Shareholder Confidence: Berkshire Hathaway acquired 5.07 million shares of New York Times in Q4, leading to a 3.3% rise in stock price during after-hours trading, demonstrating market confidence in the company's growth potential.
See More
Buffett Reduces Apple Stake and Acquires New York Times Position
- Apple Stake Reduction: Berkshire Hathaway trimmed its Apple stake by 4.3% to $61.96 billion in Q4, indicating a cautious approach while maintaining Apple as its largest equity holding, reflecting ongoing interest despite market challenges.
- New Investment Position: The conglomerate initiated a $351.7 million stake in The New York Times, ranking 29th among its 41 positions, suggesting a strategic diversification into media to balance its investment portfolio.
- Performance Comparison: Although Apple achieved a 9% growth in 2025, it underperformed against the S&P 500's 16% increase, highlighting potential weaknesses in its market performance that may drive Berkshire to reassess its investment strategies.
- Management Transition Impact: With Greg Abel taking over as CEO, Buffett's stake reduction may signal a desire to simplify the investment portfolio for his successor, ensuring more efficient management of the company moving forward.
See More
Berkshire Increases Stake in The New York Times
- Increased Stake: Berkshire Hathaway acquired over 5.1 million shares of The New York Times in Q4, valued at more than $350 million, which, while only 0.1% of its portfolio, is significant for the Times.
- Advertising Revenue Outlook: The New York Times expects total advertising revenue to grow at a low double-digit rate year-over-year in Q1, with digital-only subscription revenue projected to rise 14% to 17% and digital advertising revenue potentially increasing up to 20%, indicating strong business momentum.
- Strong Financial Performance: In Q4, The New York Times reported a 10.4% year-over-year increase in total revenue to $802 million, with digital subscription revenue up 13.9% and digital advertising revenue up 24.9%, showcasing its success in digital transformation.
- Strategic Investment Focus: As video content becomes increasingly important in news, the CFO of The New York Times stated that the company will continue to invest strategically in video journalism to enhance its market competitiveness and appeal.
See More
Berkshire Hathaway's New Stake in The New York Times
- New Investment Highlight: In Q4, Berkshire Hathaway established a new position in The New York Times by purchasing approximately 5.1 million shares, which, while only 0.1% of its overall portfolio, is valued at over $350 million, indicating interest in the company.
- Strong Financial Performance: The New York Times reported a 13.9% year-over-year increase in digital subscription revenue and a 24.9% rise in digital advertising revenue, with total revenue reaching $802 million, reflecting robust business momentum.
- Positive Future Outlook: The company expects digital subscription revenue to grow 14% to 17% year-over-year in Q1 2026, with digital advertising revenue projected to increase at a high single-digit to low twenty percent rate, indicating ongoing growth potential.
- Strategic Investment Focus: The New York Times' strategic investment in video journalism is seen as a key factor attracting Berkshire, as its reputation as a trusted source may strengthen with the rise of AI content.
See More
Berkshire Hathaway Acquires Stake in The New York Times: Should You Follow?
- New Investment Highlight: Berkshire Hathaway revealed in its latest 13-F filing that it established a new position in The New York Times, acquiring approximately 5.1 million shares valued at over $350 million, which represents about 0.1% of its overall portfolio despite a net selling trend.
- Strong Financial Performance: The New York Times reported a 13.9% year-over-year increase in digital-only subscription revenue and a 24.9% rise in digital advertising revenue for Q4, with total revenue reaching $802 million, reflecting a 10.4% year-over-year growth and indicating robust business momentum.
- Positive Future Outlook: The company anticipates a year-over-year growth of 14% to 17% in digital-only subscription revenue for Q1, with digital advertising revenue expected to grow in the high teens to low twenties, showcasing its ongoing growth potential.
- Strategic Investment Considerations: This investment may highlight the importance of The New York Times as a trusted source amid the rise of AI-generated content, while also emphasizing the company's strategic focus on video journalism, indicating a clear direction for future development.
See More
Buffett's Final Quarter Investment Moves Before Retirement
- Selling Trend: In his final quarter before retirement, Buffett was a net seller of stocks, continuing a trend of selling more than buying for 13 consecutive quarters, indicating concerns over market valuations.
- Amazon Stake Reduction: During Q4, Buffett sold 7,724,000 shares of Amazon, reducing his stake by 77%, reflecting caution towards high valuations in the tech sector.
- Apple and Bank of America Cuts: Buffett cut his Apple holdings by 75% and Bank of America by 50%, suggesting a reassessment of future growth potential against current P/E ratios.
- New York Times Investment: In his last quarter, Buffett purchased 5,065,744 shares of The New York Times for nearly $352 million, indicating confidence in brand trust and the growth of digital subscriptions.
See More
New York Times Q4 Earnings Exceed Expectations Driven by Subscriber Growth
- Earnings Beat: New York Times reported an adjusted EPS of $0.89 for Q4, surpassing analyst expectations of $0.87, indicating strong performance driven by digital subscriber growth that solidifies its market position.
- Significant Revenue Growth: The company achieved a 10.4% year-over-year revenue increase to $802.3 million in Q4, exceeding analyst estimates of $791.3 million, reflecting robust demand for advertising and digital content.
- Subscriber Growth: By the end of Q4 2025, New York Times added approximately 450,000 net digital-only subscribers, bringing the total to 12.78 million, showcasing success in attracting new users and enhancing future revenue sustainability.
- Increased Shareholder Confidence: Berkshire Hathaway acquired 5.07 million shares of New York Times in Q4, leading to a 3.3% rise in stock price during after-hours trading, demonstrating market confidence in the company's growth potential.
See More
Buffett Reduces Apple Stake and Acquires New York Times Position
- Apple Stake Reduction: Berkshire Hathaway trimmed its Apple stake by 4.3% to $61.96 billion in Q4, indicating a cautious approach while maintaining Apple as its largest equity holding, reflecting ongoing interest despite market challenges.
- New Investment Position: The conglomerate initiated a $351.7 million stake in The New York Times, ranking 29th among its 41 positions, suggesting a strategic diversification into media to balance its investment portfolio.
- Performance Comparison: Although Apple achieved a 9% growth in 2025, it underperformed against the S&P 500's 16% increase, highlighting potential weaknesses in its market performance that may drive Berkshire to reassess its investment strategies.
- Management Transition Impact: With Greg Abel taking over as CEO, Buffett's stake reduction may signal a desire to simplify the investment portfolio for his successor, ensuring more efficient management of the company moving forward.
See More
