The New York Times Company $NYT Shares Sold by Granite Investment Partners LLC

Granite Investment Partners LLC cut its holdings in The New York Times Company (NYSE:NYT) by 50.6% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 39,524 shares of the company’s stock after selling 40,411 shares during the quarter. Granite Investment Partners LLC’s holdings in New York Times were worth $2,269,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Employees Retirement System of Texas acquired a new position in New York Times during the second quarter worth about $28,000. Hantz Financial Services Inc. grew its position in shares of New York Times by 4,591.7% in the second quarter. Hantz Financial Services Inc. now owns 563 shares of the company’s stock valued at $32,000 after purchasing an additional 551 shares during the last quarter. True Wealth Design LLC increased its stake in shares of New York Times by 519.6% during the 2nd quarter. True Wealth Design LLC now owns 570 shares of the company’s stock worth $32,000 after purchasing an additional 478 shares in the last quarter. Nomura Asset Management Co. Ltd. raised its position in shares of New York Times by 86.8% during the 2nd quarter. Nomura Asset Management Co. Ltd. now owns 710 shares of the company’s stock worth $40,000 after purchasing an additional 330 shares during the last quarter. Finally, Whittier Trust Co. purchased a new stake in New York Times in the 3rd quarter valued at approximately $42,000. 95.37% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities analysts have weighed in on the company. Argus raised New York Times to a “strong-buy” rating in a research report on Thursday, February 19th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of New York Times in a research note on Thursday, January 22nd. Evercore reiterated an “outperform” rating on shares of New York Times in a research report on Thursday, February 5th. Barclays boosted their target price on shares of New York Times from $55.00 to $60.00 and gave the company an “equal weight” rating in a research note on Tuesday, January 20th. Finally, Citigroup decreased their price target on shares of New York Times from $81.00 to $77.00 and set a “buy” rating on the stock in a research note on Thursday, February 5th. One investment analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $68.43.

New York Times Trading Down 3.5%

New York Times stock opened at $75.24 on Tuesday. The stock has a fifty day moving average price of $71.37 and a 200 day moving average price of $63.86. The New York Times Company has a 52 week low of $44.83 and a 52 week high of $78.37. The firm has a market capitalization of $12.21 billion, a P/E ratio of 36.00, a PEG ratio of 2.42 and a beta of 1.11.

New York Times (NYSE:NYT) last issued its quarterly earnings results on Wednesday, February 4th. The company reported $0.89 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.88 by $0.01. New York Times had a return on equity of 21.02% and a net margin of 12.18%.The firm had revenue of $802.31 million for the quarter, compared to analyst estimates of $791.55 million. During the same period last year, the company earned $0.80 EPS. The firm’s quarterly revenue was up 10.4% on a year-over-year basis. As a group, equities analysts predict that The New York Times Company will post 2.08 EPS for the current year.

New York Times Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, April 16th. Investors of record on Wednesday, April 1st will be issued a $0.23 dividend. The ex-dividend date is Wednesday, April 1st. This is a positive change from New York Times’s previous quarterly dividend of $0.18. This represents a $0.92 dividend on an annualized basis and a yield of 1.2%. New York Times’s payout ratio is presently 44.02%.

New York Times News Summary

Here are the key news stories impacting New York Times this week:

• Positive Sentiment: Analyst upgrade — Argus raised its rating on NYT, a direct bullish catalyst that can attract buyers and short-term flows. New York Times (NYSE:NYT) Upgraded at Argus
• Positive Sentiment: High-profile political/business coverage — NYT’s deep reporting on the Supreme Court tariff ruling and related trade stories is likely driving web traffic and subscriber interest, which supports ad and subscription revenue. What’s Happened Since the Supreme Court’s Tariff Ruling
• Neutral Sentiment: Sports content momentum — a large batch of Athletic stories (NFL Combine previews, team draft takes, MLB spring training and Olympics coverage) shows steady content output that supports subscriber engagement and The Athletic’s monetization, but it’s not an immediate stock catalyst. One hot topic for every team at the 2026 NFL combine: Quarterback contracts, Kelce’s future
• Neutral Sentiment: Olympics and feature packages — retrospective pieces and high-engagement features (e.g., gold-medal moments, hockey coverage) typically boost pageviews and subscriptions seasonally but are cyclical. Our 26 favorite gold-medal moments from the 2026 Milan Cortina games
• Negative Sentiment: Operational risk from weather — New York City is facing a major storm that could disrupt print distribution, local advertising and home delivery in the near term, which can pressure revenue and sentiment. New York City Faces Its Second Big Storm in Weeks

Insider Buying and Selling

In related news, CAO R Anthony Benten sold 1,913 shares of the company’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $73.57, for a total transaction of $140,739.41. Following the completion of the transaction, the chief accounting officer owned 37,772 shares of the company’s stock, valued at approximately $2,778,886.04. This represents a 4.82% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 1.90% of the company’s stock.

About New York Times

The New York Times Company is a publicly traded media organization best known for publishing The New York Times newspaper and operating the NYTimes.com digital platform. The company produces daily print and digital journalism covering national and international news, opinion pieces, feature stories, and multimedia content. Alongside its flagship newspaper, the firm offers a range of subscription-based services, including Times Cooking, NYT Games, podcasts and newsletters, designed to engage a broad audience of readers and advertisers.

Founded in 1851 by Henry Jarvis Raymond and George Jones, The New York Times has built a reputation for in-depth reporting and investigative journalism.