The New York Times Company $NYT Shares Sold by Douglas Lane & Associates LLC

Douglas Lane & Associates LLC lowered its holdings in The New York Times Company (NYSE:NYT) by 17.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 74,651 shares of the company’s stock after selling 15,571 shares during the quarter. Douglas Lane & Associates LLC’s holdings in New York Times were worth $4,285,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of NYT. AQR Capital Management LLC raised its position in shares of New York Times by 78.1% in the second quarter. AQR Capital Management LLC now owns 4,187,888 shares of the company’s stock worth $233,265,000 after acquiring an additional 1,836,788 shares during the period. Geode Capital Management LLC increased its stake in shares of New York Times by 1.2% during the second quarter. Geode Capital Management LLC now owns 3,826,905 shares of the company’s stock worth $214,257,000 after purchasing an additional 46,249 shares in the last quarter. Alliancebernstein L.P. lifted its position in shares of New York Times by 37.4% in the first quarter. Alliancebernstein L.P. now owns 2,622,794 shares of the company’s stock valued at $130,091,000 after acquiring an additional 714,317 shares in the last quarter. Burgundy Asset Management Ltd. boosted its stake in shares of New York Times by 1.9% in the second quarter. Burgundy Asset Management Ltd. now owns 2,368,819 shares of the company’s stock worth $132,606,000 after acquiring an additional 43,595 shares during the last quarter. Finally, Acadian Asset Management LLC increased its position in shares of New York Times by 26.5% during the second quarter. Acadian Asset Management LLC now owns 2,232,830 shares of the company’s stock worth $124,973,000 after purchasing an additional 467,492 shares in the last quarter. 95.37% of the stock is owned by institutional investors and hedge funds.

New York Times News Roundup

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

• Positive Sentiment: The board declared a regular quarterly dividend of $0.18 per share, payable Jan. 16, 2026; dividends can attract income-focused investors and signal confidence in cash flow. The New York Times Company Declares Regular Quarterly Dividend
• Positive Sentiment: Analysts maintain a constructive view — NYT received an average “Moderate Buy” rating, which can support demand for the stock. Analyst Rating: Moderate Buy
• Positive Sentiment: Major investigative and high-profile political coverage (notably the Justice Department’s planned release of Epstein files and coverage of President Trump’s second term) tends to drive traffic, subscriptions and engagement — core growth levers for NYT’s recurring-revenue model. Live Updates: Justice Department Is Set to Release Trove of Epstein Files Shouting, Ranting, Insulting: Trump’s Uninhibited Second Term
• Positive Sentiment: Third-party bullish coverage highlights NYT as a growth stock, reinforcing investor interest in the company’s subscription-led thesis. Zacks: Here’s Why NYT Is a Strong Growth Stock
• Neutral Sentiment: Ongoing global and domestic news flow (e.g., Gaza food-access reporting, Ukraine funding, climate/science and cultural features) will sustain traffic but tends to have mixed, hard-to-quantify short-term effects on ad revenue vs. subscriptions. Global Experts Say Most Palestinians in Gaza Face Major Difficulties Accessing Food
• Negative Sentiment: Macro uncertainty highlighted in NYT coverage of the global economy could weigh on advertising demand — a partial headwind for NYT’s ad-based revenue even as subscription revenue holds up. ‘A Singularly Turbulent Time’: Deeper Uncertainty in Store for Global Economy

Analyst Upgrades and Downgrades

NYT has been the topic of several recent research reports. Morgan Stanley set a $68.00 target price on New York Times in a report on Thursday. Citigroup increased their price objective on shares of New York Times from $64.00 to $72.00 and gave the stock a “buy” rating in a research report on Thursday, November 13th. JPMorgan Chase & Co. raised their target price on New York Times from $70.00 to $71.00 and gave the company an “overweight” rating in a report on Thursday, November 6th. Weiss Ratings restated a “buy (b)” rating on shares of New York Times in a research note on Wednesday, October 8th. Finally, UBS Group set a $62.00 target price on shares of New York Times in a report on Thursday, November 6th. Four equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $64.43.

New York Times Price Performance

NYT opened at $70.80 on Monday. The New York Times Company has a 1-year low of $44.83 and a 1-year high of $71.07. The stock has a market cap of $11.49 billion, a P/E ratio of 34.54, a P/E/G ratio of 1.76 and a beta of 1.16. The stock’s 50 day simple moving average is $61.99 and its 200 day simple moving average is $58.48.

New York Times (NYSE:NYT) last issued its quarterly earnings data on Wednesday, November 5th. The company reported $0.59 earnings per share for the quarter, topping analysts’ consensus estimates of $0.54 by $0.05. The business had revenue of $700.82 million during the quarter, compared to analysts’ expectations of $692.01 million. New York Times had a net margin of 12.29% and a return on equity of 20.30%. The company’s revenue was up 9.5% on a year-over-year basis. During the same period last year, the company posted $0.45 EPS. Research analysts expect that The New York Times Company will post 2.08 EPS for the current fiscal year.

New York Times Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, January 16th. Investors of record on Tuesday, January 6th will be given a $0.18 dividend. The ex-dividend date of this dividend is Tuesday, January 6th. This represents a $0.72 annualized dividend and a dividend yield of 1.0%. New York Times’s dividend payout ratio (DPR) is currently 35.12%.

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.