Berkshire Hathaway Acquires Stake in New York Times
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 hours ago
0mins
Should l Buy NYT?
Source: Benzinga
- Portfolio Update: Berkshire Hathaway has initiated a stake in the New York Times during Q4, with the exact purchase timing unclear but likely led by Buffett, indicating ongoing interest in media assets.
- Stock Price Analysis: New York Times shares traded between $54.10 and $71.23 in Q4, closing at $69.42, reflecting steady gains over the last three months and market recognition of its digital transformation.
- Investment Return Status: Based on the quarter's low and high prices, Berkshire's total purchase cost ranged from $274,056,750.40 to $360,832,45.12, with the current position valued at $103,189,205.28, indicating a potential 7.3% increase.
- Future Outlook: The New York Times is set to release its annual report on February 28, which may provide further insights into its media strategy, and its consistent outperformance against analyst estimates could support Berkshire's stock price.
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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: 74.030
Low
55.00
Averages
69.33
High
81.00
Current: 74.030
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.
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Berkshire Hathaway Acquires Stake in New York Times
- Portfolio Update: Berkshire Hathaway has initiated a stake in the New York Times during Q4, with the exact purchase timing unclear but likely led by Buffett, indicating ongoing interest in media assets.
- Stock Price Analysis: New York Times shares traded between $54.10 and $71.23 in Q4, closing at $69.42, reflecting steady gains over the last three months and market recognition of its digital transformation.
- Investment Return Status: Based on the quarter's low and high prices, Berkshire's total purchase cost ranged from $274,056,750.40 to $360,832,45.12, with the current position valued at $103,189,205.28, indicating a potential 7.3% increase.
- Future Outlook: The New York Times is set to release its annual report on February 28, which may provide further insights into its media strategy, and its consistent outperformance against analyst estimates could support Berkshire's stock price.
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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 Acquires Stake in New York Times
- Portfolio Update: Berkshire Hathaway has initiated a stake in the New York Times during Q4, with the exact purchase timing unclear but likely led by Buffett, indicating ongoing interest in media assets.
- Stock Price Analysis: New York Times shares traded between $54.10 and $71.23 in Q4, closing at $69.42, reflecting steady gains over the last three months and market recognition of its digital transformation.
- Investment Return Status: Based on the quarter's low and high prices, Berkshire's total purchase cost ranged from $274,056,750.40 to $360,832,45.12, with the current position valued at $103,189,205.28, indicating a potential 7.3% increase.
- Future Outlook: The New York Times is set to release its annual report on February 28, which may provide further insights into its media strategy, and its consistent outperformance against analyst estimates could support Berkshire's stock price.
See More
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- Investor Activities: The video reviews the stock buying and selling activities of 10 super investors, including Warren Buffett, Bill Ackman, Chuck Akre, Howard Marks, and Pat Dorsey, showcasing their investment strategies and market movements in Q4 2026.
- Market Insights: Stock prices referenced in the video are based on trading data from February 17, 2026, reflecting the market dynamics and investor decision-making at that time, helping viewers understand market trends.
- Investment Guidance: By analyzing these super investors' trades, viewers can gain insights into potential investment opportunities, particularly on how to select suitable stocks in the current economic environment.
- Subscription and Offers: The video encourages viewers to subscribe to the channel and click the special offer link below for more investment-related information and resources, enhancing their investment knowledge and decision-making capabilities.
See More
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- Investor Activities: The video reviews the stock buying and selling activities of 10 super investors, including Warren Buffett and Bill Ackman, in Q4 2026, providing deep insights into market trends.
- Recommended Stocks: The analyst team identified 10 best stocks to buy now, notably excluding Meta Platforms, indicating a cautious outlook on its future performance.
- Historical Returns: It highlights the performance of Netflix and Nvidia post-recommendation, with returns of 415,256% and 1,133,904% respectively, showcasing the potential gains from selected stocks.
- Investment Community: Viewers are encouraged to join an investing community built by individual investors, leveraging Stock Advisor's resources to achieve market-beating returns, emphasizing the platform's average return of 889%.
See More
Amazon Ends Losing Streak as Investors Eye Market Trends
- Amazon Stock Rebound: Amazon shares rose over 1% yesterday, breaking a nine-day losing streak that saw an 18% drop and over $450 billion in market cap erased, despite skepticism surrounding its $200 billion capital expenditure plan.
- Billionaire Investor Moves: Berkshire Hathaway disclosed in a regulatory filing that it reduced its Apple stake in Q4 while establishing a position in the New York Times, leading to a more than 3% increase in the media company's shares during extended trading, indicating investor interest in the media sector.
- Netflix Financing Plan: Netflix secured $59 billion in financing from Wall Street banks to support its $72 billion acquisition of Warner Bros. Discovery, marking one of the largest loans in history and highlighting the consolidation trend in the streaming industry.
- Meta-Nvidia Partnership Expansion: Meta announced an expansion of its partnership with Nvidia to utilize its AI chips for data center development and to enhance networking technology and AI features on WhatsApp, although financial terms were not disclosed, this signifies a deepening collaboration between the two tech giants.
See More
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- Meta and Nvidia Partnership: Meta commits to purchasing millions of Nvidia chips for its AI data centers, reflecting ongoing demand for AI hardware as Nvidia shares rise nearly 2% while Meta remains flat, indicating intensified competition in the sector.
- Palo Alto Networks Earnings: Despite reporting a quarterly beat, Palo Alto Networks shares fell over 6% after the company lowered its full-year earnings guidance, highlighting market concerns regarding profitability and a reassessment of the cybersecurity sector.
- Cadence Design Systems Surge: Shares of Cadence Design Systems jumped 7% following better-than-expected results and guidance, enhancing its position in the semiconductor design software market and positively impacting its partner Nvidia.
- Western Digital Debt Reduction Plan: Western Digital plans to sell over $3 billion of its Sandisk stake to reduce debt; although Sandisk shares are on a three-day decline, they have gained over 140% year-to-date, reflecting strong demand in the memory storage market.
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