The New York Times Company (NYSE:NYT) Receives Consensus Rating of “Moderate Buy” from Brokerages

The New York Times Company (NYSE:NYT) has earned a consensus rating of “Moderate Buy” from the eight ratings firms that are presently covering the company, MarketBeat.com reports. Four equities research analysts have rated the stock with a hold rating and four have given a buy rating to the company. The average 12-month price target among brokers that have issued ratings on the stock in the last year is $65.7143.

NYT has been the subject of several research reports. UBS Group set a $62.00 price target on New York Times in a research report on Thursday, November 6th. Morgan Stanley set a $68.00 target price on shares of New York Times in a research note on Thursday, December 18th. Barclays upped their target price on shares of New York Times from $52.00 to $55.00 and gave the stock an “equal weight” rating in a report on Thursday, November 6th. Weiss Ratings restated a “buy (b)” rating on shares of New York Times in a research report on Wednesday, October 8th. Finally, JPMorgan Chase & Co. upped their price objective on shares of New York Times from $70.00 to $71.00 and gave the company an “overweight” rating in a research note on Thursday, November 6th.

Hedge Funds Weigh In On New York Times

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Wellington Management Group LLP increased its stake in shares of New York Times by 4.6% in the 3rd quarter. Wellington Management Group LLP now owns 4,769,973 shares of the company’s stock worth $273,796,000 after acquiring an additional 209,616 shares during the last quarter. AQR Capital Management LLC raised its stake in New York Times by 10.2% during the third quarter. AQR Capital Management LLC now owns 4,613,289 shares of the company’s stock worth $264,803,000 after purchasing an additional 425,401 shares during the period. Geode Capital Management LLC boosted its holdings in New York Times by 1.2% in the 2nd quarter. Geode Capital Management LLC now owns 3,826,905 shares of the company’s stock valued at $214,257,000 after purchasing an additional 46,249 shares during the last quarter. Burgundy Asset Management Ltd. grew its stake in shares of New York Times by 1.9% in the 2nd quarter. Burgundy Asset Management Ltd. now owns 2,368,819 shares of the company’s stock valued at $132,606,000 after buying an additional 43,595 shares during the period. Finally, Acadian Asset Management LLC increased its holdings in shares of New York Times by 26.5% during the 2nd quarter. Acadian Asset Management LLC now owns 2,232,830 shares of the company’s stock worth $124,973,000 after buying an additional 467,492 shares during the last quarter. Institutional investors and hedge funds own 95.37% of the company’s stock.

New York Times Stock Up 2.7%

NYT opened at $71.27 on Thursday. The company has a market cap of $11.57 billion, a PE ratio of 34.77, a price-to-earnings-growth ratio of 1.51 and a beta of 1.12. New York Times has a twelve month low of $44.83 and a twelve month high of $71.29. The company has a 50-day moving average price of $65.61 and a 200 day moving average price of $59.83.

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

New York Times Dividend Announcement

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

More New York Times News

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

• Positive Sentiment: Zacks highlights NYT’s digital-bundle strategy as a key growth driver — stronger subscriber adds, rising ARPU and better revenue momentum that support earnings outlook and justify multiple expansion. How The New York Times’ Digital Bundle Strategy Is Winning Subscribers
• Positive Sentiment: Major, timely political coverage (e.g., “Trump Pulls Out of Global Climate Treaty”) typically drives large spikes in traffic and subscriptions and keeps the newsroom in the national conversation, supporting recurring-revenue trends. Trump Pulls Out of Global Climate Treaty
• Positive Sentiment: Extensive Venezuela coverage — classified briefings and reporting on seized oil tankers — is high-profile geopolitical reporting that can attract subscriptions and ad interest from readers focused on energy and foreign policy. Lawmakers Split After Classified Briefings on Venezuela The U.S. Seizes Two Oil Tankers With Ties to Venezuela
• Positive Sentiment: Coverage of major policy proposals (e.g., “Trump Wants to Bar Wall St. Investors From Buying Single-Family Homes”) draws business and policy-focused readers and can boost subscriber engagement among higher-value audiences. Trump Wants to Bar Wall St. Investors From Buying Single-Family Homes
• Positive Sentiment: Tech and finance headlines like “Elon Musk’s xAI Raises $20 Billion” generate traffic from business readers and advertisers, supporting ad revenue potential. Elon Musk’s xAI Raises $20 Billion
• Neutral Sentiment: High-impact local/crime reporting (Minneapolis shooting, ICE operation focused on Somali immigrants) will drive local and national readership but can be polarizing; traffic benefits may be offset by reputational scrutiny from some audiences. Horns, Whistles and Then Gunfire on a Minneapolis Street The ICE Shooting Came During an Operation Focused on Somali Immigrants
• Neutral Sentiment: Human-interest and international reporting (Morocco fossils, Swiss bar fire, Yemen developments) sustain broad readership but have less clear near-term revenue impact. Moroccan Cave Fossils Yield a Possible Missing Link in Human Evolution Saudi Arabia Reasserts Control in Yemen as Separatist Delegation Goes Dark

New York Times Company Profile

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.