New York Times (NYSE:NYT) Hits New 1-Year High – Still a Buy?

The New York Times Company (NYSE:NYT)’s share price reached a new 52-week high on Wednesday . The stock traded as high as $87.10 and last traded at $85.9070, with a volume of 2020571 shares changing hands. The stock had previously closed at $85.14.

Key Stories Impacting New York Times

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

• Positive Sentiment: Extensive live coverage of the Iran crisis and President Trump’s deadline is driving big, real-time audience demand that tends to increase pageviews, ad impressions and subscription conversions during spikes in breaking news. Iran War Live Updates: Trump’s Deadline Draws Closer With No Sign of Diplomatic Breakthrough
• Positive Sentiment: On-the-ground reaction pieces about Iran (“shock and defiance”) deepen engagement and time-on-site — useful for converting casual readers into subscribers during sustained coverage waves. Iranians Voice Shock and Defiance in Face of Trump’s Latest Deadline
• Positive Sentiment: Intensive reporting on high-profile U.S. races (the contest to replace Marjorie Taylor Greene in Georgia) attracts national political readers and subscribers ahead of elections, supporting recurring revenue growth. What to Watch in the Election to Succeed Marjorie Taylor Greene in Georgia
• Positive Sentiment: Controversial education coverage (Texas considering a required reading list that includes the Bible) can generate regional traffic and engagement spikes, which help both ad revenue and subscription trial conversions. Texas Considers Required Reading List for Schools, Which Includes the Bible
• Neutral Sentiment: Cultural and arts features (Duchamp-inspired artists, Broadway pieces, new Chicago magic venue) sustain the Times’ lifestyle and opinion readership but have a smaller direct impact on near-term revenue. How Duchamp Inspired These 4 Artists
• Neutral Sentiment: International election coverage (Hungary, Roma votes; visits by foreign political figures) broadens global reach but is less likely to move short-term subscriber growth than U.S. breaking news. Why Hungary’s Election Could Swing on Roma Votes
• Negative Sentiment: Sustained, resource-intensive breaking coverage (protracted Iran tensions) can raise newsroom costs and, over time, risks subscriber backlash among polarized audiences — a potential margin headwind if spikes are prolonged or if coverage drives churn in certain demographics. On Iran, Trump Keeps World Off Balance With Ever-Changing Threats

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on NYT. JPMorgan Chase & Co. lifted their target price on shares of New York Times from $71.00 to $74.00 and gave the company an “overweight” rating in a report on Thursday, February 5th. Citigroup lifted their target price on shares of New York Times from $77.00 to $94.00 and gave the company a “buy” rating in a report on Tuesday, March 24th. Wall Street Zen downgraded shares of New York Times from a “buy” rating to a “hold” rating in a report on Saturday, March 7th. Barclays lifted their target price on shares of New York Times from $55.00 to $60.00 and gave the company an “equal weight” rating in a report on Tuesday, January 20th. Finally, Argus upgraded shares of New York Times to a “strong-buy” rating in a report on Thursday, February 19th. One equities research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and four have given a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $70.86.

New York Times Stock Performance

The company has a market cap of $13.85 billion, a PE ratio of 41.10, a PEG ratio of 2.65 and a beta of 1.06. The company’s 50-day simple moving average is $78.09 and its 200 day simple moving average is $68.76.

New York Times (NYSE:NYT) last issued its quarterly 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. New York Times had a net margin of 12.18% and a return on equity of 20.73%. The company had revenue of $802.31 million during the quarter, compared to analysts’ expectations of $791.55 million. During the same quarter last year, the company posted $0.80 EPS. The firm’s revenue was up 10.4% compared to the same quarter last year. Analysts forecast that The New York Times Company will post 2.08 EPS for the current year.

New York Times Increases Dividend

The firm 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 of this dividend is Wednesday, April 1st. This represents a $0.92 annualized dividend 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 is 44.02%.

Insider Buying and Selling at New York Times

In other New York Times news, Chairman Arthur G. Sulzberger sold 13,000 shares of the firm’s stock in a transaction that occurred on 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 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 position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, EVP William Bardeen sold 13,000 shares of the firm’s stock in a transaction that occurred 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 completion of the transaction, the executive vice president directly owned 18,681 shares of the company’s stock, valued at $1,486,260.36. This represents a 41.03% decrease in their position. 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 in the last 90 days. Company insiders own 1.90% of the company’s stock.

Hedge Funds Weigh In On New York Times

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Navalign LLC purchased a new stake in shares of New York Times during the 4th quarter worth $25,000. Cornerstone Planning Group LLC lifted its position in shares of New York Times by 74.2% during the 4th quarter. Cornerstone Planning Group LLC now owns 446 shares of the company’s stock worth $32,000 after purchasing an additional 190 shares during the last quarter. International Assets Investment Management LLC purchased a new stake in shares of New York Times during the 4th quarter worth $32,000. SOA Wealth Advisors LLC. purchased a new stake in shares of New York Times during the 4th quarter worth $34,000. Finally, Larson Financial Group LLC lifted its position in shares of New York Times by 59.6% during the 3rd quarter. Larson Financial Group LLC now owns 656 shares of the company’s stock worth $38,000 after purchasing an additional 245 shares during the last quarter. Hedge funds and other institutional investors own 95.37% of the company’s stock.

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.