New York Times (NYSE:NYT) Shares Gap Down – Time to Sell?

Shares of The New York Times Company (NYSE:NYT) gapped down prior to trading on Wednesday . The stock had previously closed at $72.21, but opened at $62.35. New York Times shares last traded at $61.16, with a volume of 669,090 shares changing hands.

Trending Headlines about New York Times

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

• Positive Sentiment: Q4 results beat modestly — NYT reported $0.89 EPS vs. $0.88 consensus and revenue of $802.3M (up ~10.4% year-over-year), showing durable top-line growth driven by digital. NYT Q4 Earnings and Revenues Top Estimates
• Positive Sentiment: Management guided first-quarter subscription revenue growth above Street estimates, citing its bundling strategy for news and lifestyle products — a key driver for recurring revenue and margin expansion. NYT forecasts quarterly subscription revenue growth above estimates
• Positive Sentiment: Full-year results highlight digital subscription and advertising strength: total 2025 revenue rose ~9% with digital more than offsetting print declines, supporting NYT’s multi-revenue strategy and margin improvement. New York Times reports strong 2025 growth as Washington Post cuts staff
• Neutral Sentiment: Investor materials and the earnings slide deck / conference call are available for details on subscriber metrics, product bundling, and cost trends — useful for parsing forward guidance and unit economics. View Press Release / Slide Deck
• Neutral Sentiment: Analyst recaps (Zacks/others) emphasize beat but recommend watching key metrics (subscriber adds, churn, ad trends) in the slides/call for signs of sustainable acceleration. NYT Q4 Earnings: Key Metrics Versus Estimates
• Negative Sentiment: Market reaction was negative: shares fell sharply on the print despite the beat. Investors likely sold into the news because the EPS beat was tiny, expectations were elevated, and the report may not have delivered materially stronger forward signals; trading volume spiked, indicating distribution. What’s Going On With New York Times Stock Today?

Analyst Upgrades and Downgrades

NYT has been the topic of several research analyst reports. Evercore ISI restated an “outperform” rating on shares of New York Times in a research note on Thursday, November 6th. Barclays boosted their target price on New York Times from $55.00 to $60.00 and gave the stock an “equal weight” rating in a report on Tuesday, January 20th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of New York Times in a report on Thursday, January 22nd. UBS Group set a $62.00 price objective on shares of New York Times in a report on Thursday, November 6th. Finally, Morgan Stanley set a $68.00 target price on shares of New York Times in a research note on Thursday, December 18th. Four analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, New York Times presently has a consensus rating of “Moderate Buy” and an average price target of $66.43.

New York Times Stock Performance

The company has a market capitalization of $10.91 billion, a price-to-earnings ratio of 32.81, a price-to-earnings-growth ratio of 1.61 and a beta of 1.11. The firm has a fifty day moving average price of $69.49 and a 200-day moving average price of $62.03.

New York Times (NYSE:NYT) last released its earnings results on Wednesday, February 4th. The company reported $0.89 EPS for the quarter, beating the consensus estimate of $0.88 by $0.01. The firm had revenue of $802.31 million for the quarter, compared to analyst estimates of $791.55 million. New York Times had a net margin of 12.29% and a return on equity of 20.30%. The business’s quarterly revenue was up 10.4% compared to the same quarter last year. During the same period last year, the firm earned $0.80 EPS. 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 Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, January 16th. Stockholders of record on Tuesday, January 6th were issued a dividend of $0.18 per share. The ex-dividend date of this dividend was Tuesday, January 6th. This represents a $0.72 dividend on an annualized basis and a dividend yield of 1.1%. New York Times’s payout ratio is 35.12%.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of NYT. Employees Retirement System of Texas bought a new stake in New York Times during the 2nd quarter worth approximately $28,000. Hantz Financial Services Inc. raised its position in New York Times by 4,591.7% during the 2nd quarter. Hantz Financial Services Inc. now owns 563 shares of the company’s stock worth $32,000 after purchasing an additional 551 shares during the last quarter. True Wealth Design LLC lifted its holdings in New York Times by 519.6% during the 2nd quarter. True Wealth Design LLC now owns 570 shares of the company’s stock worth $32,000 after buying an additional 478 shares during the period. Cornerstone Planning Group LLC grew its position in shares of New York Times by 74.2% in the 4th quarter. Cornerstone Planning Group LLC now owns 446 shares of the company’s stock valued at $32,000 after buying an additional 190 shares during the last quarter. Finally, International Assets Investment Management LLC bought a new stake in New York Times in the fourth quarter valued at approximately $32,000. 95.37% of the stock is currently owned by institutional investors.

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.