The New York Times Company $NYT Shares Acquired by Envestnet Asset Management Inc.

Envestnet Asset Management Inc. raised its holdings in shares of The New York Times Company (NYSE:NYT) by 28.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 142,642 shares of the company’s stock after acquiring an additional 31,507 shares during the period. Envestnet Asset Management Inc. owned approximately 0.09% of New York Times worth $8,188,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Empowered Funds LLC purchased a new stake in New York Times during the first quarter worth $442,000. Focus Partners Wealth raised its holdings in New York Times by 52.2% in the 1st quarter. Focus Partners Wealth now owns 11,640 shares of the company’s stock valued at $577,000 after acquiring an additional 3,990 shares during the last quarter. Geneos Wealth Management Inc. lifted its position in New York Times by 690.7% during the first quarter. Geneos Wealth Management Inc. now owns 846 shares of the company’s stock worth $42,000 after buying an additional 739 shares in the last quarter. DekaBank Deutsche Girozentrale boosted its position in shares of New York Times by 132.9% during the 2nd quarter. DekaBank Deutsche Girozentrale now owns 2,087 shares of the company’s stock valued at $116,000 after acquiring an additional 1,191 shares during the last quarter. Finally, Cookson Peirce & Co. Inc. grew its stake in shares of New York Times by 55.1% in the 2nd quarter. Cookson Peirce & Co. Inc. now owns 18,836 shares of the company’s stock valued at $1,054,000 after buying an additional 6,694 shares during the period. 95.37% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of brokerages recently issued reports on NYT. Weiss Ratings reissued a “buy (b)” rating on shares of New York Times in a research report on Thursday, January 22nd. Citigroup cut their target price on shares of New York Times from $81.00 to $77.00 and set a “buy” rating on the stock in a research note on Thursday, February 5th. UBS Group set a $62.00 price objective on New York Times in a report on Thursday, November 6th. JPMorgan Chase & Co. lifted 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. Finally, Barclays increased their price objective on New York Times from $55.00 to $60.00 and gave the company an “equal weight” rating in a report on Tuesday, January 20th. Four equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $68.43.

Key Headlines Impacting New York Times

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

• Positive Sentiment: Berkshire Hathaway initiated/took a meaningful position in NYT in the latest 13F and related filings — investors view this as a high‑profile institutional endorsement that can support the stock and attract other value buyers. Berkshire slashes Amazon stake, trims Apple, takes new position in New York Times
• Positive Sentiment: Widespread press and analyst pieces (Fool, Benzinga, Business Insider) are highlighting Berkshire’s purchase as a noteworthy vote of confidence in NYT’s business model — this narrative can boost demand and supporting multiple expansion. Warren Buffett’s Berkshire Hathaway Bought Shares of The New York Times. Should You?
• Neutral Sentiment: NYT continues to publish high‑profile reporting (e.g., coverage of the Zuckerberg trial, Olympics, major sports/features) that can sustain engagement and subscriptions — positive for recurring revenue but impacts are gradual rather than immediate. Mark Zuckerberg Takes the Stand in Landmark Social Media Addiction Trial
• Negative Sentiment: Company CAO R. Anthony Benten sold 1,913 shares on Feb. 17 (small dollar amount vs. total holdings). Insider selling can be interpreted negatively by some traders, though the sale appears routine and represents a modest reduction in ownership. SEC Form 4 — R. Anthony Benten Sale

Insider Buying and Selling at New York Times

In other news, CAO R Anthony Benten sold 1,913 shares of the stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $73.57, for a total transaction of $140,739.41. Following the transaction, the chief accounting officer directly owned 37,772 shares in the company, valued at $2,778,886.04. This represents a 4.82% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. 1.90% of the stock is currently owned by insiders.

New York Times Stock Performance

NYT opened at $75.55 on Friday. The business’s fifty day moving average is $71.01 and its two-hundred day moving average is $63.49. The New York Times Company has a one year low of $44.83 and a one year high of $76.35. The company has a market cap of $12.27 billion, a price-to-earnings ratio of 36.15, a PEG ratio of 2.33 and a beta of 1.11.

New York Times (NYSE:NYT) last issued its quarterly earnings data on Wednesday, February 4th. The company reported $0.89 earnings per share (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 the consensus estimate of $791.55 million. New York Times had a return on equity of 21.02% and a net margin of 12.18%.The business’s revenue was up 10.4% on a year-over-year basis. During the same period in the prior year, the business earned $0.80 earnings per share. On average, analysts predict 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 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. The ex-dividend date of this dividend is Wednesday, April 1st. This represents a $0.92 dividend on an annualized basis and a dividend yield of 1.2%. This is an increase from New York Times’s previous quarterly dividend of $0.18. New York Times’s dividend 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.