The New York Times Company $NYT Shares Sold by Ontario Teachers Pension Plan Board

Ontario Teachers Pension Plan Board lessened its holdings in The New York Times Company (NYSE:NYT) by 26.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 27,417 shares of the company’s stock after selling 10,004 shares during the period. Ontario Teachers Pension Plan Board’s holdings in New York Times were worth $1,574,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also modified their holdings of NYT. Jump Financial LLC grew its stake in New York Times by 362.7% during the 2nd quarter. Jump Financial LLC now owns 153,506 shares of the company’s stock worth $8,593,000 after purchasing an additional 120,327 shares in the last quarter. Harel Insurance Investments & Financial Services Ltd. boosted its stake in shares of New York Times by 35.0% in the 3rd quarter. Harel Insurance Investments & Financial Services Ltd. now owns 94,722 shares of the company’s stock valued at $5,428,000 after buying an additional 24,574 shares during the period. Abrams Bison Investments LLC acquired a new position in shares of New York Times during the second quarter worth about $78,932,000. Alps Advisors Inc. increased its stake in shares of New York Times by 6.5% during the third quarter. Alps Advisors Inc. now owns 276,050 shares of the company’s stock worth $15,845,000 after buying an additional 16,936 shares during the period. Finally, Vest Financial LLC raised its holdings in New York Times by 20.4% in the third quarter. Vest Financial LLC now owns 96,176 shares of the company’s stock valued at $5,521,000 after acquiring an additional 16,324 shares in the last quarter. 95.37% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting New York Times

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

• Positive Sentiment: Berkshire Hathaway disclosed a new position of roughly 5.1 million NYT shares (about $350M) in its Q4 2025 13F filing — a clear institutional vote of confidence that is drawing investor attention and likely boosting demand for NYT shares. Berkshire & AI Hyperscalers
• Positive Sentiment: Widespread press coverage (Benzinga, Business Insider, WSJ and others) has amplified the story — positioning the purchase as Warren Buffett’s last major move as CEO and drawing momentum traders and value investors into NYT. Buffett’s Parting Gift To Berkshire Shareholders
• Neutral Sentiment: NYT’s newsroom output continues to produce high-engagement stories — recent pieces (Trump airport trademark, Seattle Seahawks sale process, and live avalanche coverage) can drive short-term traffic and subscription interest but are routine for the publisher and less likely to change fundamentals immediately. Donald J. Trump International Airport? The President’s Company Trademarked It.
• Neutral Sentiment: Additional NYT reporting on national issues (ICE warehouse purchases, noncitizen voting scrutiny, and California wealth‑tax coverage) sustains audience engagement and subscription value over time but is unlikely to produce abrupt share moves on its own. As ICE Buys Up Warehouses, Even Some Trump Voters Say No

New York Times Trading Up 1.9%

Shares of NYSE NYT opened at $75.47 on Thursday. The stock has a market cap of $12.25 billion, a P/E ratio of 36.11, a P/E/G ratio of 2.28 and a beta of 1.11. The stock has a 50 day moving average of $70.85 and a two-hundred day moving average of $63.41. The New York Times Company has a twelve month low of $44.83 and a twelve month high of $75.58.

New York Times (NYSE:NYT) last announced its earnings results on Wednesday, February 4th. The company reported $0.89 EPS for the quarter, beating analysts’ consensus estimates of $0.88 by $0.01. The business had revenue of $802.31 million for the quarter, compared to analysts’ expectations of $791.55 million. New York Times had a net margin of 12.18% and a return on equity of 21.02%. The company’s quarterly revenue was up 10.4% on a year-over-year basis. During the same period in the previous year, the company posted $0.80 EPS. As a group, research analysts predict that The New York Times Company will post 2.08 earnings per share for the current year.

New York Times Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 16th. Stockholders of record on Wednesday, April 1st will be paid a dividend of $0.23 per share. This represents a $0.92 annualized dividend and a dividend yield of 1.2%. This is a positive change from New York Times’s previous quarterly dividend of $0.18. The ex-dividend date is Wednesday, April 1st. New York Times’s payout ratio is currently 34.45%.

Analyst Ratings Changes

NYT has been the topic of a number of recent analyst reports. Weiss Ratings reissued a “buy (b)” rating on shares of New York Times in a research report on Thursday, January 22nd. JPMorgan Chase & Co. increased 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. Citigroup decreased their price target 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. Barclays upped their price objective on 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. Finally, Guggenheim set a $63.00 target price on New York Times and gave the stock a “neutral” rating in a research report on Wednesday, February 4th. Four equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $68.43.

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.