Caerus Investment Advisors LLC Makes New $413,000 Investment in The New York Times Company $NYT

Caerus Investment Advisors LLC bought a new stake in shares of The New York Times Company (NYSE:NYT) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 7,191 shares of the company’s stock, valued at approximately $413,000.

Several other large investors have also recently made changes to their positions in the business. Captrust Financial Advisors grew its stake in shares of New York Times by 31.6% in the 3rd quarter. Captrust Financial Advisors now owns 26,307 shares of the company’s stock worth $1,510,000 after buying an additional 6,322 shares during the last quarter. Danske Bank A S purchased a new position in New York Times during the third quarter valued at $1,436,000. Caitong International Asset Management Co. Ltd raised its stake in New York Times by 4,425.4% during the third quarter. Caitong International Asset Management Co. Ltd now owns 2,851 shares of the company’s stock valued at $164,000 after buying an additional 2,788 shares during the last quarter. Advisory Services Network LLC boosted its holdings in New York Times by 23.6% in the third quarter. Advisory Services Network LLC now owns 6,190 shares of the company’s stock worth $355,000 after acquiring an additional 1,180 shares in the last quarter. Finally, Oberweis Asset Management Inc. bought a new stake in New York Times in the third quarter worth $14,465,000. 95.37% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on the company. Citigroup reduced their price target on New York Times from $81.00 to $77.00 and set a “buy” rating for the company in a report on Thursday, February 5th. Evercore reiterated an “outperform” rating on shares of New York Times in a research note on Thursday, February 5th. Argus raised shares of New York Times to a “strong-buy” rating in a research report on Thursday, February 19th. JPMorgan Chase & Co. raised their price objective 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 cut shares of New York Times from a “buy” rating to a “hold” rating in a report on Saturday, March 7th. One investment 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 stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $68.43.

New York Times Trading Up 0.2%

New York Times stock opened at $80.39 on Thursday. The New York Times Company has a 12 month low of $44.83 and a 12 month high of $82.74. The stock has a fifty day simple moving average of $74.61 and a two-hundred day simple moving average of $66.23. The firm has a market cap of $13.05 billion, a price-to-earnings ratio of 38.46, a PEG ratio of 2.48 and a beta of 1.09.

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

New York Times Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, April 16th. Shareholders of record on Wednesday, April 1st will be paid a dividend of $0.23 per share. The ex-dividend date is Wednesday, April 1st. This represents a $0.92 annualized dividend and a yield of 1.1%. This is an increase from New York Times’s previous quarterly dividend of $0.18. New York Times’s dividend payout ratio (DPR) is currently 34.45%.

New York Times News Roundup

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

Insider Buying and Selling at New York Times

In other news, CAO R Anthony Benten sold 1,913 shares of the business’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 directly owned 37,772 shares of the company’s stock, valued at $2,778,886.04. The trade was a 4.82% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Chairman Arthur G. Sulzberger sold 13,000 shares of the stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $79.95, for a total transaction of $1,039,350.00. Following the transaction, the chairman owned 172,338 shares in the company, valued at approximately $13,778,423.10. This trade represents a 7.01% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 27,913 shares of company stock worth $2,214,369. Company insiders own 1.90% of the company’s stock.

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.