The New York Times Company $NYT Stock Holdings Boosted by Emmett Investment Management LP

Emmett Investment Management LP lifted its position in The New York Times Company (NYSE:NYT) by 9.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 120,850 shares of the company’s stock after acquiring an additional 10,200 shares during the quarter. New York Times makes up approximately 4.8% of Emmett Investment Management LP’s portfolio, making the stock its 7th largest position. Emmett Investment Management LP owned about 0.07% of New York Times worth $6,729,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Employees Retirement System of Texas purchased a new position in New York Times during the second quarter worth about $28,000. Nomura Asset Management Co. Ltd. grew its position 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 in the last quarter. Whittier Trust Co. purchased a new stake in New York Times in the 3rd quarter valued at about $42,000. Geneos Wealth Management Inc. lifted its position in shares of New York Times by 690.7% during the 1st 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. Finally, Hantz Financial Services Inc. lifted its position in shares of New York Times by 49.4% during the 3rd quarter. Hantz Financial Services Inc. now owns 841 shares of the company’s stock worth $48,000 after buying an additional 278 shares in the last quarter. Hedge funds and other institutional investors own 95.37% of the company’s stock.

More New York Times News

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

• Positive Sentiment: Major international breaking coverage (Iran war) is driving high readership and engagement; live updates on oil-terminal closures and regional disruptions boost subscription and ad traffic. Iran War Live Updates: Iraq Closes Oil Terminals Amid Growing Disruption to Global Supplies
• Positive Sentiment: Broad analysis pieces on the war’s global impact keep readers engaged longer and support NYT’s reputation for deep coverage — a subscriber-retention positive. How Trump’s War With Iran Changed the World in a Week
• Positive Sentiment: Breaking domestic news (campus shooting at Old Dominion) generates immediate traffic spikes to news sites, supporting short-term ad revenue and conversion opportunities. 2 People Injured and Gunman Dead in Shooting at Old Dominion University
• Positive Sentiment: High-interest legal and cultural stories (Bill Cosby civil trial) and awards-season coverage (Oscars predictions) are audience drivers that boost engagement and subscriptions. Bill Cosby, Out of Prison and the Public Eye, Faces Civil Trial Oscars 2026 Predictions: Who Will Win Best Picture, Actor and Actress?
• Positive Sentiment: The Athletic (owned by NYT) published multiple sports features — MLB, NHL, Premier League and WBC coverage — showing continued content depth that supports subscriber retention and cross-selling. Can new Mets pitching coach Justin Willard revive the rotation? Toronto Maple Leafs are No. 29 in Scott Wheeler’s 2026 NHL prospect pool rankings
• Neutral Sentiment: Coverage of macro-economic and policy items (tariff refund delays, farmers’ pessimism due to war, Washington’s “millionaires’ tax”) is important for credibility but has uncertain direct near-term impact on NYT revenue. Trump Administration Suggests Tariff Refunds May Take Significant Time A State of Wealthy Entrepreneurs Passes a ‘Millionaires’ Tax’
• Neutral Sentiment: Specialty business and culture pieces (art-market recovery, EPA adviser controversy) add to authoritative coverage but are unlikely to move the stock materially on their own. Top-End Auction Sales Help Pull Global Art Market Out of Slump, Study Says

Insider Buying and Selling at New York Times

In other New York Times news, CAO R Anthony Benten sold 1,913 shares of the firm’s stock in a transaction on 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 transaction, the chief accounting officer directly owned 37,772 shares of the company’s stock, valued at $2,778,886.04. This trade represents a 4.82% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Chairman Arthur G. Sulzberger 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 $79.95, for a total transaction of $1,039,350.00. Following 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. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 27,913 shares of company stock valued at $2,214,369 in the last three months. Company insiders own 1.90% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on NYT shares. Citigroup reduced their target price on New York Times from $81.00 to $77.00 and set a “buy” rating for the company in a report on Thursday, February 5th. JPMorgan Chase & Co. lifted their price target on New York Times from $71.00 to $74.00 and gave the stock an “overweight” rating in a report on Thursday, February 5th. Wall Street Zen cut New York Times from a “buy” rating to a “hold” rating in a research report on Saturday, March 7th. Argus upgraded New York Times to a “strong-buy” rating in a research note on Thursday, February 19th. Finally, Barclays raised their target price on New York Times from $55.00 to $60.00 and gave the company an “equal weight” rating in a research report on Tuesday, January 20th. One equities research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $68.43.

New York Times Stock Up 1.6%

NYT stock opened at $79.30 on Friday. The stock has a 50-day simple moving average of $74.02 and a two-hundred day simple moving average of $65.80. The New York Times Company has a twelve month low of $44.83 and a twelve month high of $82.74. The firm has a market capitalization of $12.87 billion, a PE ratio of 37.94, a PEG ratio of 2.46 and a beta of 1.09.

New York Times (NYSE:NYT) last announced its quarterly earnings results on Wednesday, February 4th. The company reported $0.89 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 firm had revenue of $802.31 million for the quarter, compared to the consensus estimate of $791.55 million. During the same period in the prior year, the firm posted $0.80 earnings per share. The company’s revenue for the quarter was up 10.4% on a year-over-year basis. On average, equities research analysts anticipate that The New York Times Company will post 2.08 EPS for the current fiscal year.

New York Times Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 16th. Shareholders 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 annualized dividend and a yield of 1.2%. This is a boost from New York Times’s previous quarterly dividend of $0.18. New York Times’s dividend payout ratio is currently 34.45%.

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.