Achmea Investment Management B.V. Sells 10,092 Shares of The New York Times Company $NYT

Achmea Investment Management B.V. reduced its holdings in shares of The New York Times Company (NYSE:NYT) by 3.6% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 273,903 shares of the company’s stock after selling 10,092 shares during the period. Achmea Investment Management B.V. owned about 0.17% of New York Times worth $15,722,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in NYT. AQR Capital Management LLC lifted its stake in New York Times by 78.1% during the second quarter. AQR Capital Management LLC now owns 4,187,888 shares of the company’s stock worth $233,265,000 after purchasing an additional 1,836,788 shares during the period. Abrams Bison Investments LLC acquired a new position in shares of New York Times in the 2nd quarter worth approximately $78,932,000. Two Sigma Investments LP lifted its position in shares of New York Times by 98.5% during the 3rd quarter. Two Sigma Investments LP now owns 2,055,628 shares of the company’s stock worth $117,993,000 after buying an additional 1,020,031 shares during the period. Boston Trust Walden Corp acquired a new stake in New York Times in the 3rd quarter valued at $58,209,000. Finally, Marshall Wace LLP grew its position in New York Times by 62.5% in the second quarter. Marshall Wace LLP now owns 1,858,061 shares of the company’s stock valued at $104,014,000 after acquiring an additional 714,366 shares during the period. Institutional investors own 95.37% of the company’s stock.

More New York Times News

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

• Positive Sentiment: Hard‑hitting investigative reporting: a long feature alleges years of sexual abuse by Cesar Chavez, a high‑profile subject that is likely to generate national attention, traffic and subscriptions for the Times’ news vertical. Cesar Chavez, a Civil Rights Icon, Is Accused of Abusing Girls for Years
• Positive Sentiment: Breaking international coverage: expanded live and analytical coverage of the war with Iran / Israel strikes is high‑engagement, time‑sensitive journalism that typically drives elevated page views and subscriber interest. Iran War Live Updates: Israel Says It Has Dealt Double Blow to Iranian Leadership
• Positive Sentiment: Sports vertical momentum: The Athletic’s pieces — e.g., a deep dive on how Bam Adebayo’s 83‑point game temporarily spiked card interest — highlight The Athletic’s ability to monetize niche sports fandom and increase engagement across subscription products. How scoring 83 points impacted Bam Adebayo card interest: The sudden rise and quick fall
• Positive Sentiment: Public‑interest legal coverage: analysis of a court ruling on vaccine policy (related to RFK Jr.) is likely to attract readers interested in health policy and law, supporting the Times’ role as a go‑to source for consequential reporting. Health Groups Hailed a Vaccine Ruling, but Their Relief May Be Short-Lived
• Neutral Sentiment: Event/author visibility: a BusinessWire release notes that Amanda Knox — described as a “New York Times Bestselling Author” — is speaking at a conference. This is PR visibility for a Times‑bestselling author label but unlikely to move material revenues. New York Times Bestselling Author, Renowned Activist, and Exoneree Amanda Knox Announced as Neostella’s 2026 NeoSummit Keynote Speaker
• Neutral Sentiment: Ongoing sports governance coverage: reporting on WADA delaying discussions is relevant to sports audiences and The Athletic but is more sector news than a direct revenue driver. WADA, after disputed Trump Olympic ban report, delays discussion until after World Cup

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on NYT shares. Morgan Stanley set a $68.00 target price on shares of New York Times in a report on Thursday, December 18th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of New York Times in a research note on Thursday, January 22nd. Argus raised shares of New York Times to a “strong-buy” rating in a report on Thursday, February 19th. JPMorgan Chase & Co. lifted their target price on shares of New York Times from $71.00 to $74.00 and gave the company an “overweight” rating in a research note on Thursday, February 5th. Finally, Wall Street Zen lowered New York Times from a “buy” rating to a “hold” rating in a research report on Saturday, March 7th. One research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $68.43.

Insider Activity

In related news, Chairman Arthur G. Sulzberger sold 13,000 shares of New York Times stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $79.95, for a total value of $1,039,350.00. Following the completion of the sale, the chairman directly owned 172,338 shares in the company, valued at $13,778,423.10. This trade represents a 7.01% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP William Bardeen sold 13,000 shares of the company’s stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $79.56, for a total transaction of $1,034,280.00. Following the transaction, the executive vice president owned 18,681 shares in the company, valued at approximately $1,486,260.36. The trade was a 41.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 27,913 shares of company stock valued at $2,214,369 over the last 90 days. 1.90% of the stock is owned by company insiders.

New York Times Trading Up 0.2%

NYT opened at $80.39 on Thursday. The New York Times Company has a 1-year low of $44.83 and a 1-year high of $82.74. The stock has a market capitalization of $13.05 billion, a PE ratio of 38.46, a PEG ratio of 2.48 and a beta of 1.09. The firm has a 50-day moving average price of $74.61 and a two-hundred day moving average price of $66.23.

New York Times (NYSE:NYT) last released its quarterly earnings results on Wednesday, February 4th. The company reported $0.89 EPS for the quarter, beating the consensus estimate of $0.88 by $0.01. The business had revenue of $802.31 million for the quarter, compared to analysts’ expectations of $791.55 million. New York Times had a net margin of 12.18% and a return on equity of 20.73%. New York Times’s revenue was up 10.4% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.80 earnings per share. On average, research analysts predict that The New York Times Company will post 2.08 EPS for the current year.

New York Times Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, April 16th. Stockholders of record on Wednesday, April 1st will be paid a dividend of $0.23 per share. This represents a $0.92 annualized dividend and a dividend yield of 1.1%. This is a boost from New York Times’s previous quarterly dividend of $0.18. The ex-dividend date of this dividend is Wednesday, April 1st. New York Times’s payout ratio is currently 34.45%.

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.