Advisors Asset Management Inc. Raises Stock Position in The New York Times Company $NYT

Advisors Asset Management Inc. increased its position in shares of The New York Times Company (NYSE:NYT) by 26.4% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 40,775 shares of the company’s stock after acquiring an additional 8,523 shares during the period. Advisors Asset Management Inc.’s holdings in New York Times were worth $2,340,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently bought and sold shares of the company. AQR Capital Management LLC increased its holdings in shares of New York Times by 78.1% in 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. Geode Capital Management LLC grew its position in New York Times by 1.2% during the second quarter. Geode Capital Management LLC now owns 3,826,905 shares of the company’s stock worth $214,257,000 after buying an additional 46,249 shares in the last quarter. Burgundy Asset Management Ltd. increased its stake in 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 worth $132,606,000 after acquiring an additional 43,595 shares during the last quarter. Acadian Asset Management LLC raised its holdings in shares of New York Times by 26.5% in the 2nd quarter. Acadian Asset Management LLC now owns 2,232,830 shares of the company’s stock valued at $124,973,000 after acquiring an additional 467,492 shares in the last quarter. Finally, Marshall Wace LLP raised its holdings in shares of New York Times by 62.5% in the 2nd 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 in the last quarter. 95.37% of the stock is owned by institutional investors.

New York Times News Roundup

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 Stock Performance

NYT stock opened at $73.00 on Monday. The company has a market capitalization of $11.85 billion, a PE ratio of 34.93, a price-to-earnings-growth ratio of 2.25 and a beta of 1.11. The New York Times Company has a one year low of $44.83 and a one year high of $74.04. The company’s 50 day moving average price is $70.37 and its two-hundred day moving average price is $63.02.

New York Times (NYSE:NYT) last announced its quarterly earnings data 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. The company had revenue of $802.31 million during 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 21.02%. The firm’s revenue was up 10.4% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.80 EPS. 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 business also recently disclosed 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 dividend on an annualized basis and a dividend yield of 1.3%. This is an increase 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 34.45%.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on NYT. Guggenheim set a $63.00 price objective on New York Times and gave the stock a “neutral” rating in a report on Wednesday, February 4th. JPMorgan Chase & Co. boosted their price target on shares of New York Times from $71.00 to $74.00 and gave the stock an “overweight” rating in a research note on Thursday, February 5th. Citigroup lowered their price objective on shares of New York Times from $81.00 to $77.00 and set a “buy” rating on the stock in a research report on Thursday, February 5th. Evercore lifted their price objective on shares of New York Times from $69.00 to $75.00 and gave the stock an “outperform” rating in a report on Thursday, February 5th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of New York Times in a research note on Thursday, January 22nd. Five investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, New York Times has an average rating of “Moderate Buy” and a consensus price target 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.