New York Times (NYSE:NYT) Sets New 52-Week High – What’s Next?

The New York Times Company (NYSE:NYT) hit a new 52-week high on Tuesday . The stock traded as high as $74.27 and last traded at $73.8460, with a volume of 51833 shares traded. The stock had previously closed at $72.94.

New York Times News Summary

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

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on NYT. 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 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. 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, Guggenheim set a $63.00 price objective on shares of New York Times and gave the company a “neutral” rating in a research report on Wednesday, February 4th. Four investment 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.com, the company has an average rating of “Moderate Buy” and an average price target of $68.43.

New York Times Stock Performance

The company’s fifty day simple moving average is $70.85 and its two-hundred day simple moving average is $63.41. The company has a market capitalization of $12.25 billion, a price-to-earnings ratio of 36.11, a price-to-earnings-growth ratio of 2.28 and a beta of 1.11.

New York Times (NYSE:NYT) last issued its earnings results on Wednesday, February 4th. The company reported $0.89 earnings per share (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 analyst estimates 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 revenue for the quarter was up 10.4% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.80 EPS. Sell-side analysts anticipate that The New York Times Company will post 2.08 EPS for the current year.

New York Times Increases Dividend

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

Hedge Funds Weigh In On New York Times

A number of hedge funds have recently added to or reduced their stakes in the business. AQR Capital Management LLC raised its holdings in shares of New York Times by 35.3% during the fourth quarter. AQR Capital Management LLC now owns 6,241,489 shares of the company’s stock worth $433,284,000 after purchasing an additional 1,628,200 shares during the period. Wellington Management Group LLP grew its position in shares of New York Times by 9.3% during the 4th quarter. Wellington Management Group LLP now owns 5,211,824 shares of the company’s stock valued at $361,805,000 after buying an additional 441,851 shares during the last quarter. Berkshire Hathaway Inc bought a new stake in shares of New York Times during the 4th quarter valued at about $351,664,000. State Street Corp raised its stake in New York Times by 2.4% during the fourth quarter. State Street Corp now owns 5,027,198 shares of the company’s stock worth $348,988,000 after acquiring an additional 116,012 shares during the period. Finally, Geode Capital Management LLC raised its stake in New York Times by 1.3% during the fourth quarter. Geode Capital Management LLC now owns 3,922,565 shares of the company’s stock worth $272,347,000 after acquiring an additional 50,389 shares during the period. Institutional investors and hedge funds own 95.37% of the company’s stock.

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.