The New York Times Company $NYT Stake Lessened by Baillie Gifford & Co.

Baillie Gifford & Co. trimmed its stake in shares of The New York Times Company (NYSE:NYT) by 2.5% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 3,145,974 shares of the company’s stock after selling 79,278 shares during the quarter. Baillie Gifford & Co. owned approximately 1.93% of New York Times worth $180,579,000 at the end of the most recent quarter.

Other hedge funds also recently added to or reduced their stakes in the company. Figure 8 Investment Strategies LLC lifted its position in shares of New York Times by 1.7% during the third quarter. Figure 8 Investment Strategies LLC now owns 11,226 shares of the company’s stock worth $644,000 after purchasing an additional 185 shares during the last quarter. MAI Capital Management lifted its holdings in New York Times by 7.2% during the 2nd quarter. MAI Capital Management now owns 3,516 shares of the company’s stock worth $197,000 after buying an additional 236 shares during the last quarter. ProShare Advisors LLC grew its position in shares of New York Times by 3.5% in the 2nd quarter. ProShare Advisors LLC now owns 7,195 shares of the company’s stock worth $403,000 after acquiring an additional 243 shares in the last quarter. Blue Trust Inc. increased its holdings in shares of New York Times by 14.9% in the 3rd quarter. Blue Trust Inc. now owns 2,032 shares of the company’s stock valued at $117,000 after acquiring an additional 263 shares during the last quarter. Finally, Public Employees Retirement System of Ohio raised its position in shares of New York Times by 0.5% during the 2nd quarter. Public Employees Retirement System of Ohio now owns 54,815 shares of the company’s stock valued at $3,069,000 after acquiring an additional 271 shares in the last quarter. 95.37% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on the stock. Morgan Stanley set a $68.00 price objective on shares of New York Times in a report on Thursday, December 18th. Barclays raised their price target on shares of New York Times from $55.00 to $60.00 and gave the stock an “equal weight” rating in a research report on Tuesday. Citigroup boosted their price objective on shares of New York Times from $72.00 to $81.00 and gave the company a “buy” rating in a research report on Tuesday, December 23rd. UBS Group set a $62.00 price objective on shares of New York Times in a research note on Thursday, November 6th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of New York Times in a research note on Wednesday, October 8th. 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.com, New York Times currently has an average rating of “Moderate Buy” and a consensus price target of $66.43.

Key New York Times News

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

• Positive Sentiment: Breaking political drama tied to President Trump (he rescinded Canada’s invitation to his “Board of Peace” at Davos) is generating heavy national and international attention, a type of story that typically boosts NYT homepage traffic and subscriptions. Trump Rescinds Canada’s Invitation to Join His ‘Board of Peace’
• Positive Sentiment: Controversy over a White House–posted altered photo of an arrested Minnesota protester is driving trust-and-ethics coverage — high engagement topics that tend to increase subscriptions and time-on-site for investigative and media-reporting outlets like NYT. White House Posts Altered Photo Showing Arrested Minnesota Protester Crying
• Positive Sentiment: The Athletic’s coverage of major sports changes — notably how the College Football Playoff will change in 2026 — is subscriber-relevant content that supports The Athletic’s retention and new-signup potential. How the CFP will be different in 2026: Changes for Notre Dame, auto-bids and money distribution
• Positive Sentiment: NFL playoff prediction pieces and NBA coverage (e.g., Steph Curry/Warriors context after an opponent injury) provide steady, high-frequency engagement for sports subscribers. NFL insider playoff predictions: Coaches, execs pick AFC, NFC Championship winners
• Neutral Sentiment: Regional reporting such as hundreds of Minnesota businesses protesting ICE is civic-focused coverage that may lift local engagement but is unlikely to move revenue materially. ‘Enough Is Enough’: Hundreds of Minnesota Businesses Take Stand Against ICE
• Neutral Sentiment: Practical coverage about an approaching winter storm and its effect on the aviation system can drive short-term traffic spikes in travel/news sections but is cyclical. The Aviation System Is Preparing for Storm-Driven Chaos
• Negative Sentiment: Global press-freedom pressures (example: a Filipino journalist sentenced to prison) highlight rising risks for independent media worldwide; while the NYT reports on these issues (which can increase engagement), a worsening regulatory environment for press generally is a long-term negative for media companies. Filipino Journalist Gets Prison in Case Seen as Attack on Free Press

New York Times Price Performance

Shares of New York Times stock opened at $72.24 on Friday. The New York Times Company has a 1-year low of $44.83 and a 1-year high of $72.32. The business’s fifty day moving average price is $68.22 and its two-hundred day moving average price is $61.07. The company has a market capitalization of $11.73 billion, a P/E ratio of 35.24, a PEG ratio of 1.55 and a beta of 1.12.

New York Times (NYSE:NYT) last released its quarterly earnings results on Wednesday, November 5th. The company reported $0.59 earnings per share (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 analysts’ expectations of $692.01 million. During the same quarter in the prior year, the business posted $0.45 earnings per share. The company’s revenue for the quarter was up 9.5% compared to the same quarter last year. On average, research analysts expect that The New York Times Company will post 2.08 earnings per share for the current fiscal year.

New York Times Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, January 16th. Shareholders of record on Tuesday, January 6th were given a dividend of $0.18 per share. This represents a $0.72 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date was Tuesday, January 6th. New York Times’s payout ratio is 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.