New York Times(US:NYT) The Motley Fool·2025-12-24 06:47Core Insights - The New York Times Co. has demonstrated strong financial performance with a 9.5% year-over-year revenue increase and a 14% rise in digital subscriptions, reaching a total of 12.3 million subscribers [1] - The company declared a quarterly dividend of $0.18 per share, which positively impacted share prices, leading to a surge in December 2025 [2] - The stock price reached an all-time high of $71.08, reflecting a 34.60% increase for the year 2025, and remains a buy target according to analysts [4] Financial Performance - Revenue increased by 9.5% year-over-year [1] - Digital subscriptions rose by 14%, totaling 12.3 million [1] - Digital ad revenue increased by 20% [1] - The stock price increased by 34.60% for the year 2025 [4] Dividend and Shareholder Value - A quarterly dividend of $0.18 per share was announced for Class A and B shareholders [2] - The announcement contributed to a surge in share prices throughout December 2025 [2] Stock Performance - The stock reached an all-time high of $71.08 on December 19, 2025 [4] - The stock price exceeded the $68 price target set by Morgan Stanley and the $71 target set by JP Morgan [4] - Current market capitalization stands at $11 billion [8] Strategic Goals - The company aims to reach a long-term subscriber base of 15 million [5] - Plans include better utilization of its sports news subsidiary, The Athletic, and leveraging artificial intelligence for personalized subscriber experiences [5] Legal Challenges - The New York Times Co. is involved in legal battles against AI companies, including a recent lawsuit against Perplexity for copyright infringement [6] - Ongoing litigation with OpenAI and Microsoft regarding similar copyright issues has been in progress for two years [6]