Illinois Municipal Retirement Fund Purchases 34,992 Shares of The New York Times Company $NYT

Illinois Municipal Retirement Fund grew its position in The New York Times Company (NYSE:NYT) by 38.8% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 125,221 shares of the company’s stock after purchasing an additional 34,992 shares during the quarter. Illinois Municipal Retirement Fund owned approximately 0.08% of New York Times worth $7,188,000 as of its most recent filing with the SEC.

Several other large investors also recently modified their holdings of NYT. Employees Retirement System of Texas acquired a new position in New York Times in the second quarter valued at $28,000. Hantz Financial Services Inc. raised its position in shares of New York Times by 4,591.7% in the 2nd quarter. Hantz Financial Services Inc. now owns 563 shares of the company’s stock worth $32,000 after acquiring an additional 551 shares in the last quarter. True Wealth Design LLC raised its position in shares of New York Times by 519.6% in the 2nd quarter. True Wealth Design LLC now owns 570 shares of the company’s stock worth $32,000 after acquiring an additional 478 shares in the last quarter. Nomura Asset Management Co. Ltd. lifted its stake in shares of New York Times by 86.8% in the 2nd quarter. Nomura Asset Management Co. Ltd. now owns 710 shares of the company’s stock valued at $40,000 after purchasing an additional 330 shares during the period. Finally, Whittier Trust Co. bought a new stake in shares of New York Times during the 3rd quarter valued at about $42,000. 95.37% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about New York Times

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

• Positive Sentiment: Big investigative scoop: NYT published that Goldman’s top lawyer resigned amid revelations about ties to Jeffrey Epstein — a high-profile investigative story that typically drives spikes in paid readership and engagement. Goldman’s Top Lawyer Departs Amid Revelations About Her Ties to Epstein
• Positive Sentiment: Follow-on Epstein coverage and industry fallout — including reporting on agency departures and organizers tied to Epstein — extends the news cycle, increasing page views and potential subscriber conversions. L.A. 2028 Olympic Organizers Stand By Chairman Linked to Epstein
• Positive Sentiment: Another related personnel/exposure story (sports agency fallout) adds to sustained coverage that can monetize across newsletters, podcasts and video. Abby Wambach leaves Wasserman Agency over founder’s ties to Jeffrey Epstein
• Positive Sentiment: Macro tailwind: NYT reported that U.S. inflation eased at the start of the year, a development investors view as supportive for ad spending and consumer-facing revenues. That can help NYT’s ad revenue recovery alongside subscription growth. U.S. Inflation Eased at Start of the Year
• Neutral Sentiment: Live Olympic and sports coverage (men’s figure skating updates, other Olympic stories) is generating traffic but is more episodic; valuable for engagement though less predictive of sustained subscription growth. Men’s figure skating live updates: Ilia Malinin enters free skate final with lead at 2026 Winter Olympics
• Neutral Sentiment: Tech coverage on industry revenue challenges (OpenAI) and other national political pieces appear in today’s feed; they help overall audience breadth but have an indirect impact on NYT’s near-term revenue. OpenAI’s Biggest Challenge Is Turning Its A.I. Into a Cash Machine

New York Times Trading Up 1.0%

New York Times stock opened at $73.00 on Friday. The firm has a market capitalization of $11.85 billion, a price-to-earnings ratio of 34.93, a price-to-earnings-growth ratio of 2.23 and a beta of 1.11. The firm’s fifty day moving average price is $70.37 and its two-hundred day moving average price is $62.86. The New York Times Company has a 1-year low of $44.83 and a 1-year high of $74.04.

New York Times (NYSE:NYT) last posted its earnings results on Wednesday, February 4th. The company reported $0.89 EPS for the quarter, topping the consensus estimate of $0.88 by $0.01. New York Times had a net margin of 12.18% and a return on equity of 21.02%. The company had revenue of $802.31 million during the quarter, compared to the consensus estimate of $791.55 million. During the same period in the previous year, the firm posted $0.80 earnings per share. The firm’s revenue for the quarter was up 10.4% on a year-over-year basis. On average, research analysts forecast that The New York Times Company will post 2.08 EPS for the current year.

New York Times Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, April 16th. Stockholders of record on Wednesday, April 1st will be issued a $0.23 dividend. This is a boost from New York Times’s previous quarterly dividend of $0.18. This represents a $0.92 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date is Wednesday, April 1st. New York Times’s dividend payout ratio is 34.45%.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on NYT. Citigroup lowered their target price 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. JPMorgan Chase & Co. lifted 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. Evercore boosted their target price on shares of New York Times from $69.00 to $75.00 and gave the company an “outperform” rating in a research report on Thursday, February 5th. UBS Group set a $62.00 price target on shares of New York Times in a report on Thursday, November 6th. Finally, Morgan Stanley set a $68.00 price target on shares of New York Times in a research note on Thursday, December 18th. Five analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $68.43.

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.