The New York Times Company $NYT is Darsana Capital Partners LP’s 8th Largest Position

Darsana Capital Partners LP trimmed its holdings in shares of The New York Times Company (NYSE:NYT) by 0.8% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 5,000,000 shares of the company’s stock after selling 38,727 shares during the quarter. New York Times comprises approximately 1.6% of Darsana Capital Partners LP’s holdings, making the stock its 8th largest holding. Darsana Capital Partners LP’s holdings in New York Times were worth $349,900,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in NYT. Basecamp Wealth Advisors LLC lifted its holdings in New York Times by 1,191.7% during the first quarter. Basecamp Wealth Advisors LLC now owns 310 shares of the company’s stock valued at $26,000 after purchasing an additional 286 shares in the last quarter. Navalign LLC purchased a new stake in shares of New York Times during the fourth quarter worth about $25,000. International Assets Investment Management LLC acquired a new position in shares of New York Times during the 4th quarter worth about $32,000. SJS Investment Consulting Inc. raised its position in shares of New York Times by 313.9% during the 1st quarter. SJS Investment Consulting Inc. now owns 567 shares of the company’s stock worth $47,000 after purchasing an additional 430 shares during the last quarter. Finally, Larson Financial Group LLC lifted its stake in New York Times by 59.6% in the 3rd quarter. Larson Financial Group LLC now owns 656 shares of the company’s stock valued at $38,000 after buying an additional 245 shares in the last quarter. 95.37% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several equities research analysts recently issued reports on the company. Barclays lowered their price objective on New York Times from $66.00 to $63.00 and set an “equal weight” rating on the stock in a report on Thursday, August 6th. Bank of America decreased their target price on New York Times from $87.00 to $80.00 and set a “neutral” rating on the stock in a research report on Wednesday, June 24th. UBS Group set a $75.00 price target on New York Times in a research note on Tuesday, August 18th. Weiss Ratings reiterated a “buy (b)” rating on shares of New York Times in a research report on Friday, July 17th. Finally, Wall Street Zen downgraded New York Times from a “buy” rating to a “hold” rating in a research note on Saturday, August 8th. One research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, New York Times presently has an average rating of “Moderate Buy” and an average target price of $82.33.

Key Stories Impacting New York Times

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

• Positive Sentiment: NYT’s presentation at Citi’s 2026 Global TMT Conference gives investors an update on its digital-subscription strategy, product priorities and operating outlook. Continued execution in these areas could support long-term growth, although the supplied transcript headline does not identify a new earnings forecast or material positive guidance. The New York Times Company Presents at Citi’s 2026 Global TMT Conference Transcript

New York Times Trading Down 2.0%

NYT stock opened at $66.63 on Thursday. The company has a market cap of $10.75 billion, a price-to-earnings ratio of 27.76, a PEG ratio of 1.77 and a beta of 0.92. The New York Times Company has a 12 month low of $54.10 and a 12 month high of $87.10. The firm has a 50-day moving average of $70.15 and a two-hundred day moving average of $75.28.

New York Times (NYSE:NYT) last issued its earnings results on Wednesday, August 5th. The company reported $0.69 earnings per share for the quarter, topping the consensus estimate of $0.67 by $0.02. The business had revenue of $762.46 million for the quarter, compared to analysts’ expectations of $752.01 million. New York Times had a return on equity of 22.64% and a net margin of 13.19%.The business’s revenue for the quarter was up 11.2% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.58 EPS. As a group, equities analysts forecast that The New York Times Company will post 2.82 earnings per share for the current year.

New York Times Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, July 23rd. Investors of record on Wednesday, July 8th were given a dividend of $0.23 per share. The ex-dividend date was Wednesday, July 8th. This represents a $0.92 dividend on an annualized basis and a yield of 1.4%. New York Times’s dividend payout ratio (DPR) is presently 38.33%.

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.