NYT The New York Times Company

neutral track record → $80.72 +1.38 (+1.7%)
Mkt Cap $13B P/E 37.8 fwd 25.3 52wk $48.23 - $87.10 Earnings 2026-05-06 1d ago
Insider selling: $14,366,536 sold by 18 insiders (30d)
Factor divergence: DIVERGENCE: options_sentiment bullish vs analyst_revisions bearish
Est. revisions: -0.1%
Factor Model & Position History (net -1.1)

Factor Model

net -1.1 2.9 / 10
Est. Revisions
-0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-1.0
Narrative Gap
+0.0

NYT Claims Adam Back is Satoshi Nakamoto

Watch: Monitor NYT's follow-up on the Satoshi claim and Morgan Stanley ETF inflows to gauge impact on NYT's reputation and crypto market dynamics.

Full analysis

The New York Times identified Adam Back as the suspected Bitcoin founder, Satoshi Nakamoto. Back immediately denied the claim. Morgan Stanley launched a spot Bitcoin ETF, trading over 1.6 million shares with $34 million inflows and the lowest 0.14% expense ratio among peers.

This identification fuels crypto debates and could impact NYT's credibility while Morgan Stanley's ETF launch may boost crypto market participation.

Evidence

Fundamentals & Data ▾
The New York Times Company Communication Services · Publishing
Mkt Cap
$13B
P/E
37.8 fwd 25.3
Beta
1.05
Div Yield
116.00%
52w Range
$48.23 - $87.10
Short Interest
9.7M 6.15%
Days to Cover
4.2 -0%
Technicals downtrend
from 52w Hi
-6.0%
1w return
-6.0%
Insiders
selling 0B / 4S
EPS Estimate
$0.47 -0.1% 30d 0up / 1dn
Est. Dispersion
29% 7 analysts
Analyst Target
$73 $60 - $94
Options P/C
3.98
Insider Cluster
strong sell 0B / 7S
Fund Convergence
strong D.E. Shaw, Two Sigma, Renaissance, Citadel, Bridgewater
Financials
Revenue
$802M +10% YoY
FCF
$158M
Gross Margin
54%
Op Margin
21%
Momentum: accelerating
Top Holders
D.E. Shaw $362M
Berkshire $352M
Two Sigma $164M
Renaissance $159M
Citadel $65M
Recent Filings & Data
insider trade 118
net selling · $14,366,536 sold
18 insiders · 118 transactions (30d)
Recent transactions
BARDEEN WILLIAM · sell · $1,034,280
KOPIT LEVIEN MEREDITH A · sell · $4,140,439
SULZBERGER ARTHUR GREGG · sell · $1,039,349
BARDEEN WILLIAM · award
BENTEN ROBERT ANTHONY · award
KOPIT LEVIEN MEREDITH A · award
BRAYTON DIANE · award
SULZBERGER ARTHUR GREGG · award
PERPICH DAVID S · award
WELCH JACQUELINE M · award
BRAYTON DIANE · sell · $354,338
BENTEN ROBERT ANTHONY · sell · $140,747
ROGERS JOHN W JR · award
SUBRAMANIAN ANURADHA B · award
BRONSTEIN MANUEL · award
TISHLER MARGOT GOLDEN · award
GLASER RACHEL C · award
MCANDREWS BRIAN P · award
VAN DYCK REBECCA · award
BHUTANI AMANPAL SINGH · award
BROOKE BETH A · award
GOLDEN ARTHUR S. · award
KOPIT LEVIEN MEREDITH A · sell · $1,012,940
ROGERS JOHN W JR · award
BRONSTEIN MANUEL · award
TISHLER MARGOT GOLDEN · award
GLASER RACHEL C · award
MCANDREWS BRIAN P · award
VAN DYCK REBECCA · award
BHUTANI AMANPAL SINGH · award
BROOKE BETH A · award
GOLDEN ARTHUR S. · award
SUBRAMANIAN ANURADHA B · award
WELCH JACQUELINE M · sell · $330,220
BARDEEN WILLIAM · sell · $290,200
ROGERS JOHN W JR · award
BRONSTEIN MANUEL · award
TISHLER MARGOT GOLDEN · award
GLASER RACHEL C · award
MCANDREWS BRIAN P · award
VAN DYCK REBECCA · award
BHUTANI AMANPAL SINGH · award
BROOKE BETH A · award
GOLDEN ARTHUR S. · award
SUBRAMANIAN ANURADHA B · award
PERPICH DAVID S · other
PERPICH DAVID S · sell · $224,720
KOPIT LEVIEN MEREDITH A · sell · $1,094,353
BRAYTON DIANE · sell · $564,830
BARDEEN WILLIAM · sell · $142,065
BENTEN ROBERT ANTHONY · sell · $112,925
ROGERS JOHN W JR · award
BRONSTEIN MANUEL · award
TISHLER MARGOT GOLDEN · award
GLASER RACHEL C · award
MCANDREWS BRIAN P · award
VAN DYCK REBECCA · award
BHUTANI AMANPAL SINGH · award
BROOKE BETH A · award
GOLDEN ARTHUR S. · award
SUBRAMANIAN ANURADHA B · award
ROGERS JOHN W JR · award
BRONSTEIN MANUEL · award
TISHLER MARGOT GOLDEN · award
GLASER RACHEL C · award
BHUTANI AMANPAL SINGH · award
BROOKE BETH A · award
GOLDEN ARTHUR S. · award
SUBRAMANIAN ANURADHA B · award
SULZBERGER ARTHUR GREGG · sell · $454,272
BRAYTON DIANE · sell · $478,950
BARDEEN WILLIAM · award
BENTEN ROBERT ANTHONY · award
KOPIT LEVIEN MEREDITH A · award
BRAYTON DIANE · award
SULZBERGER ARTHUR GREGG · award
PERPICH DAVID S · award
WELCH JACQUELINE M · award
KOPIT LEVIEN MEREDITH A · sell · $1,003,897
ROGERS JOHN W JR · award
BRONSTEIN MANUEL · award
TISHLER MARGOT GOLDEN · award
GLASER RACHEL C · award
MCANDREWS BRIAN P · award
VAN DYCK REBECCA · award
BHUTANI AMANPAL SINGH · award
BROOKE BETH A · award
GOLDEN ARTHUR S. · award
SUBRAMANIAN ANURADHA B · award
ROGERS JOHN W JR · award
BRONSTEIN MANUEL · award
GLASER RACHEL C · award
MCANDREWS BRIAN P · award
VAN DYCK REBECCA · award
BHUTANI AMANPAL SINGH · award
BROOKE BETH A · award
GOLDEN ARTHUR S. · award
KOPIT LEVIEN MEREDITH A · sell · $986,773
BARDEEN WILLIAM · sell · $109,114
BENTEN ROBERT ANTHONY · sell · $253,283
KOPIT LEVIEN MEREDITH A · sell · $598,841
ROGERS JOHN W JR · award
BRONSTEIN MANUEL · award
TISHLER MARGOT GOLDEN · award
GLASER RACHEL C · award
MCANDREWS BRIAN P · award
VAN DYCK REBECCA · award
BHUTANI AMANPAL SINGH · award
BROOKE BETH A · award
GOLDEN ARTHUR S. · award
SUBRAMANIAN ANURADHA B · award
ROGERS JOHN W JR · award
GLASER RACHEL C · award
MCANDREWS BRIAN P · award
VAN DYCK REBECCA · award
GOLDEN HAYS N. · award
BHUTANI AMANPAL SINGH · award
SUBRAMANIAN ANURADHA B · award
Filing analysis pending — next scan runs every 12 hours
Transcript analysis coming soon
8 signals · latest 3d ago

Get alerted when NYT changes direction

We'll email you when our AI detects a shift — reversals, insider clusters, filing red flags.