Grantham Mayo Van Otterloo & Co. LLC Has $60.79 Million Stake in The New York Times Company $NYT

Grantham Mayo Van Otterloo & Co. LLC reduced its stake in shares of The New York Times Company (NYSE:NYT) by 7.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,059,031 shares of the company’s stock after selling 79,171 shares during the period. Grantham Mayo Van Otterloo & Co. LLC owned 0.65% of New York Times worth $60,788,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. Employees Retirement System of Texas acquired a new position in shares of New York Times during the 2nd quarter valued at about $28,000. True Wealth Design LLC raised its stake in shares of New York Times by 519.6% in the 2nd quarter. True Wealth Design LLC now owns 570 shares of the company’s stock valued at $32,000 after acquiring an additional 478 shares in the last quarter. Nomura Asset Management Co. Ltd. lifted its holdings in New York Times by 86.8% in the 2nd quarter. Nomura Asset Management Co. Ltd. now owns 710 shares of the company’s stock worth $40,000 after purchasing an additional 330 shares during the last quarter. Whittier Trust Co. acquired a new stake in New York Times in the 3rd quarter worth approximately $42,000. Finally, Hantz Financial Services Inc. boosted its position in New York Times by 49.4% during the third quarter. Hantz Financial Services Inc. now owns 841 shares of the company’s stock worth $48,000 after purchasing an additional 278 shares during the period. Institutional investors own 95.37% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have commented on the company. JPMorgan Chase & Co. increased their price target 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 objective on shares of New York Times and gave the stock a “neutral” rating in a research note on Wednesday, February 4th. Evercore reaffirmed an “outperform” rating on shares of New York Times in a report on Thursday, February 5th. Weiss Ratings reiterated a “buy (b)” rating on shares of New York Times in a report on Thursday, January 22nd. Finally, Barclays boosted their target price on shares of New York Times from $55.00 to $60.00 and gave the stock an “equal weight” rating in a research report on Tuesday, January 20th. One analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $68.43.

New York Times Stock Down 1.9%

Shares of NYT stock opened at $80.39 on Friday. The New York Times Company has a 12 month low of $44.83 and a 12 month high of $82.74. The firm has a market cap of $13.05 billion, a PE ratio of 38.46, a price-to-earnings-growth ratio of 2.49 and a beta of 1.09. The stock has a 50 day moving average of $73.08 and a 200-day moving average of $65.12.

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, topping the consensus estimate of $0.88 by $0.01. New York Times had a net margin of 12.18% and a return on equity of 20.73%. The business had revenue of $802.31 million for the quarter, compared to the consensus estimate of $791.55 million. During the same quarter last year, the company posted $0.80 earnings per share. New York Times’s quarterly revenue was up 10.4% on a year-over-year basis. As a group, equities 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 declared a quarterly dividend, which will be paid on Thursday, April 16th. Shareholders of record on Wednesday, April 1st will be given a $0.23 dividend. The ex-dividend date is Wednesday, April 1st. This represents a $0.92 annualized dividend and a yield of 1.1%. This is a positive change from New York Times’s previous quarterly dividend of $0.18. New York Times’s dividend payout ratio (DPR) is 34.45%.

Insiders Place Their Bets

In related 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 value of $140,739.41. Following the completion of the sale, the chief accounting officer owned 37,772 shares in the company, valued at approximately $2,778,886.04. This trade represents a 4.82% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Chairman Arthur G. Sulzberger sold 13,000 shares of the business’s stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $79.95, for a total value of $1,039,350.00. Following the transaction, the chairman owned 172,338 shares in the company, valued at $13,778,423.10. This represents a 7.01% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 27,913 shares of company stock worth $2,214,369 in the last ninety days. Insiders own 1.90% of the company’s stock.

Key Headlines Impacting New York Times

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

• Positive Sentiment: Breaking international coverage and live updates on attacks in Tehran/Beirut/Tel Aviv should drive heavy traffic and subscription interest for NYT’s digital platform, supporting revenue potential from subscriptions and ads. Live Updates: Tehran, Beirut and Tel Aviv Are Targeted in Attacks and Counterattacks
• Positive Sentiment: Jobs-report coverage and related business briefings attract business audiences (higher lifetime-value subscribers) and advertiser spend, a near-term revenue positive for a news subscription model. Live Updates: Strong Hiring Likely Continued Early This Year
• Positive Sentiment: The company recently increased its quarterly dividend (new quarterly payout noted by market coverage), which can appeal to income-focused investors and signal cash‑flow confidence. MarketBeat: NYT profile and dividend details
• Neutral Sentiment: Feature, sports and culture pieces (e.g., lifestyle stories around celebrity residencies and Athletic sports coverage) sustain daily engagement but are less likely to move near‑term investor sentiment materially. They Can’t Stay at Harry’s House, So They’ll Stay With Fellow Fans
• Negative Sentiment: Chairman Arthur G. Sulzberger sold 13,000 shares (about a 7% disclosed reduction) in early March — insider sales can create negative optics and increase selling pressure. SEC filing: Sulzberger sale
• Negative Sentiment: EVP William Bardeen sold 13,000 shares (~41% reduction of his disclosed holding) at ~ $79.56 — large, concentrated insider selling can amplify investor concern and weigh on the stock. SEC filing: Bardeen sale
• Negative Sentiment: Weak macro headlines and a broad market drop after the jobs report are pressuring media and growth stocks generally, contributing to NYT’s share weakness today. Stocks Drop as Weak Jobs Report Adds to Uncertain Outlook

New York Times 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.