The New York Times Company (NYSE:NYT) Given Consensus Rating of “Moderate Buy” by Analysts

Shares of The New York Times Company (NYSE:NYT) have been assigned a consensus rating of “Moderate Buy” from the nine brokerages that are covering the firm, Marketbeat Ratings reports. Four equities research analysts have rated the stock with a hold rating, four have given a buy rating and one has given a strong buy rating to the company. The average twelve-month price objective among analysts that have issued ratings on the stock in the last year is $68.4286.

NYT has been the topic of several research reports. Citigroup dropped 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 report on Thursday, February 5th. JPMorgan Chase & Co. boosted their price target on 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 reaffirmed an “outperform” rating on shares of New York Times in a report on Thursday, February 5th. Weiss Ratings reissued a “buy (b)” rating on shares of New York Times in a report on Thursday, January 22nd. Finally, UBS Group set a $62.00 target price on New York Times in a research note on Thursday, November 6th.

New York Times Stock Up 2.0%

NYT opened at $78.89 on Friday. The stock’s 50 day moving average price is $71.86 and its two-hundred day moving average price is $64.19. The firm has a market capitalization of $12.81 billion, a P/E ratio of 37.75, a price-to-earnings-growth ratio of 2.40 and a beta of 1.11. New York Times has a 12-month low of $44.83 and a 12-month high of $79.41.

New York Times (NYSE:NYT) last posted its quarterly earnings data on Wednesday, February 4th. The company reported $0.89 earnings per share for the quarter, beating the consensus estimate 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 return on equity of 21.02% and a net margin of 12.18%.New York Times’s revenue for the quarter was up 10.4% compared to the same quarter last year. During the same period in the prior year, the business earned $0.80 earnings per share. As a group, analysts anticipate that New York Times will post 2.08 earnings per share for the current year.

New York Times Increases Dividend

The firm 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 $0.23 dividend. The ex-dividend date is Wednesday, April 1st. This represents a $0.92 dividend on an annualized basis and a dividend yield of 1.2%. This is a positive change from New York Times’s previous quarterly dividend of $0.18. New York Times’s dividend payout ratio is currently 34.45%.

Key Headlines Impacting New York Times

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

• Positive Sentiment: Broad, high-engagement political coverage (State of the Union live and follow-ups) likely drove traffic and subscriber interest; heavy event coverage typically lifts pageviews and ad revenue. 6 Takeaways From Trump’s State of the Union
• Positive Sentiment: Health reporting on high-interest topics (GLP‑1/Ozempic and public-health leadership) can attract broad readership and subscriptions, strengthening the Times’ premium-news moat. Game-Changing Drugs
• Positive Sentiment: Breaking investigative/local stories (for example, the F.B.I. raid on the Los Angeles schools chief) tend to generate sustained engagement and subscriptions from targeted audiences. F.B.I. Raids Los Angeles Schools Chief’s Home and District Headquarters
• Positive Sentiment: Recent quarterly results (Feb. 4) showed revenue and EPS beats and double‑digit revenue growth, supporting a bullish fundamental case for multiple expansion and subscriber momentum.
• Neutral Sentiment: Regular features (books, music, sports, arts) — e.g., weekly book recommendations, sports and culture pieces — sustain steady engagement but are less likely to move the stock materially on their own. 7 New Books We Recommend This Week
• Neutral Sentiment: Other lifestyle and regional stories (arts, local arrests, design features) contribute to audience depth but have mixed monetization impact. Immigration Agents Arrest Student Inside Columbia Building, School Says
• Negative Sentiment: Short interest rose sharply in February (up ~19.6% to ~9.68M shares; ~6.1% of float), signaling growing bearish bets that could put downward pressure on the stock if sentiment shifts or news disappoints.

Insider Activity at New York Times

In other news, CAO R Anthony Benten sold 1,913 shares of New York Times 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 sale, the chief accounting officer directly owned 37,772 shares in the company, valued at approximately $2,778,886.04. The trade was a 4.82% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 1.90% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Berkshire Hathaway Inc bought a new stake in shares of New York Times in the 4th quarter valued at approximately $351,664,000. Bank of Montreal Can grew its position in New York Times by 10,018.3% in the fourth quarter. Bank of Montreal Can now owns 2,316,172 shares of the company’s stock valued at $160,789,000 after acquiring an additional 2,293,281 shares during the period. AQR Capital Management LLC grew its position in 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 valued at $233,265,000 after acquiring an additional 1,836,788 shares during the period. Egerton Capital UK LLP acquired a new position in New York Times during the fourth quarter worth $97,882,000. Finally, Abrams Bison Investments LLC bought a new position in shares of New York Times during the second quarter valued at $78,932,000. Institutional investors own 95.37% of the company’s stock.

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.