The New York Times Company $NYT Shares Sold by AIA Group Ltd

AIA Group Ltd reduced its stake in shares of The New York Times Company (NYSE:NYT) by 11.1% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 50,078 shares of the company’s stock after selling 6,250 shares during the period. AIA Group Ltd’s holdings in New York Times were worth $2,874,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of the stock. Figure 8 Investment Strategies LLC raised its stake in 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 period. Quadrant Capital Group LLC grew its stake in shares of New York Times by 2.0% during the 3rd quarter. Quadrant Capital Group LLC now owns 10,809 shares of the company’s stock valued at $620,000 after buying an additional 207 shares during the period. MAI Capital Management grew its stake in shares of New York Times by 7.2% during the 2nd quarter. MAI Capital Management now owns 3,516 shares of the company’s stock valued at $197,000 after buying an additional 236 shares during the period. ProShare Advisors LLC increased its holdings in shares of New York Times by 3.5% during the 2nd quarter. ProShare Advisors LLC now owns 7,195 shares of the company’s stock worth $403,000 after buying an additional 243 shares during the last quarter. Finally, Larson Financial Group LLC raised its position in shares of New York Times by 59.6% in the 3rd quarter. Larson Financial Group LLC now owns 656 shares of the company’s stock worth $38,000 after buying an additional 245 shares during the period. 95.37% of the stock is owned by institutional investors and hedge funds.

New York Times Trading Up 1.0%

Shares of NYSE NYT opened at $81.23 on Friday. The New York Times Company has a 12-month low of $44.83 and a 12-month high of $82.74. The company has a market cap of $13.19 billion, a P/E ratio of 38.87, a P/E/G ratio of 2.49 and a beta of 1.09. The stock has a fifty day moving average price of $74.81 and a 200 day moving average price of $66.33.

New York Times (NYSE:NYT) last issued its quarterly earnings data on Wednesday, February 4th. The company reported $0.89 EPS for the quarter, topping analysts’ consensus estimates of $0.88 by $0.01. New York Times had a return on equity of 20.73% and a net margin of 12.18%.The company had revenue of $802.31 million for the quarter, compared to analysts’ expectations of $791.55 million. During the same quarter in the previous year, the firm posted $0.80 earnings per share. The firm’s quarterly revenue was up 10.4% on a year-over-year basis. On average, sell-side analysts forecast 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 declared a quarterly dividend, which will be paid on Thursday, April 16th. Shareholders of record on Wednesday, April 1st will be issued a $0.23 dividend. The ex-dividend date is Wednesday, April 1st. This represents a $0.92 dividend on an annualized basis and a yield of 1.1%. This is a boost from New York Times’s previous quarterly dividend of $0.18. New York Times’s dividend payout ratio (DPR) is currently 34.45%.

More New York Times News

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

• Positive Sentiment: Extensive live sports coverage—The Times’ March Madness first-round live updates and watch guides drive heavy real-time engagement and pageviews during the NCAA tournament, which historically increases short-term digital traffic and subscriber conversions. Men’s March Madness 2026 first round scores, live updates
• Positive Sentiment: Breaking international coverage increases readership—Ongoing Iran-war live updates and reporting on U.S. efforts to manage an energy-market shock are front-page topics that attract subscribers and advertisers during geopolitical crises. That surge in demand for trusted news tends to support NYT’s subscription growth and ad revenue. Iran War Live Updates
• Positive Sentiment: Policy and defense reporting with economic implications—Coverage that the Pentagon is seeking large funding to support conflict-related operations draws engaged, paying readers interested in politics and markets, potentially lifting metered article conversions. Pentagon Seeks $200 Billion to Fund Iran War
• Neutral Sentiment: Political nuance coverage keeps engagement but is less directly monetizable—Stories such as President Trump saying he won’t send troops to Iran (but leaving wiggle room) and other political analysis generate attention and time-on-site, but conversion impact is mixed depending on audience. Trump Says He Won’t Send Troops to Iran But Leaves Wiggle Room
• Neutral Sentiment: Feature and culture pieces sustain subscriptions but have slower revenue effects—Long-form tech and culture reporting (for example, retrospectives on the metaverse) maintain subscriber loyalty but are unlikely to produce immediate traffic spikes comparable to breaking news. The Long Farewell to Mark Zuckerberg’s Metaverse
• Negative Sentiment: AI-agent reporting raises editorial and business risk—A Times story on A.I. agents impersonating relatives highlights growing concerns about misinformation, bot-driven interaction and potential erosion of trust in digital content. For a news publisher, reputational risk and the accelerating presence of AI in content distribution could pressure subscription sentiment and long-term costs for verification and product investment. Sorry, Mom. You’re Chatting With an A.I. Agent, Not Your Son.

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on NYT. JPMorgan Chase & Co. lifted their target price on New York Times from $71.00 to $74.00 and gave the company an “overweight” rating in a report on Thursday, February 5th. Guggenheim set a $63.00 price target on New York Times and gave the stock a “neutral” rating in a research note on Wednesday, February 4th. Evercore restated an “outperform” rating on shares of New York Times in a report on Thursday, February 5th. Argus raised New York Times to a “strong-buy” rating in a research note on Thursday, February 19th. Finally, Wall Street Zen cut New York Times from a “buy” rating to a “hold” rating in a report on Saturday, March 7th. One analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $68.43.

Insider Buying and Selling at New York Times

In other news, EVP William Bardeen sold 13,000 shares of the business’s stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $79.56, for a total transaction of $1,034,280.00. Following the transaction, the executive vice president directly owned 18,681 shares of the company’s stock, valued at approximately $1,486,260.36. The trade was a 41.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Chairman Arthur G. Sulzberger sold 13,000 shares of the company’s stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $79.95, for a total transaction of $1,039,350.00. Following the completion of the transaction, the chairman owned 172,338 shares of the company’s stock, valued at $13,778,423.10. This trade represents a 7.01% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 27,913 shares of company stock valued at $2,214,369 over the last 90 days. 1.90% of the stock is owned by corporate insiders.

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.