The New York Times Company $NYT is Emmett Investment Management LP’s 7th Largest Position

Emmett Investment Management LP increased its stake in The New York Times Company (NYSE:NYT) by 9.2% during the 3rd quarter, Holdings Channel reports. The firm owned 120,850 shares of the company’s stock after purchasing an additional 10,200 shares during the quarter. New York Times comprises approximately 4.8% of Emmett Investment Management LP’s portfolio, making the stock its 7th biggest holding. Emmett Investment Management LP’s holdings in New York Times were worth $6,729,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Wellington Management Group LLP lifted its position in New York Times by 4.6% during the third quarter. Wellington Management Group LLP now owns 4,769,973 shares of the company’s stock valued at $273,796,000 after purchasing an additional 209,616 shares during the last quarter. AQR Capital Management LLC grew its stake in New York Times by 10.2% in the 3rd quarter. AQR Capital Management LLC now owns 4,613,289 shares of the company’s stock worth $264,803,000 after buying an additional 425,401 shares in the last quarter. Geode Capital Management LLC increased its holdings in shares of New York Times by 1.2% in the 2nd quarter. Geode Capital Management LLC now owns 3,826,905 shares of the company’s stock worth $214,257,000 after buying an additional 46,249 shares during the last quarter. Burgundy Asset Management Ltd. raised its position in shares of New York Times by 1.9% during the 2nd quarter. Burgundy Asset Management Ltd. now owns 2,368,819 shares of the company’s stock valued at $132,606,000 after buying an additional 43,595 shares in the last quarter. Finally, Two Sigma Investments LP raised its position in shares of New York Times by 98.5% during the 3rd quarter. Two Sigma Investments LP now owns 2,055,628 shares of the company’s stock valued at $117,993,000 after buying an additional 1,020,031 shares in the last quarter. 95.37% of the stock is owned by hedge funds and other institutional investors.

New York Times Stock Performance

NYT stock opened at $79.30 on Friday. The firm has a market cap of $12.87 billion, a P/E ratio of 37.94, a P/E/G ratio of 2.46 and a beta of 1.09. The firm’s fifty day moving average is $74.02 and its 200 day moving average is $65.80. The New York Times Company has a 52 week low of $44.83 and a 52 week high of $82.74.

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

New York Times Increases Dividend

The business 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 $0.23 dividend. This is a boost from New York Times’s previous quarterly dividend of $0.18. The ex-dividend date of this dividend is Wednesday, April 1st. This represents a $0.92 dividend on an annualized basis and a dividend yield of 1.2%. New York Times’s dividend payout ratio is presently 34.45%.

Insider Activity

In other New York Times news, Chairman Arthur G. Sulzberger sold 13,000 shares of New York Times stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $79.95, for a total value of $1,039,350.00. Following the transaction, the chairman directly owned 172,338 shares of the company’s stock, valued at $13,778,423.10. The trade was a 7.01% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP William Bardeen sold 13,000 shares of the business’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 value of $1,034,280.00. Following the completion of the sale, the executive vice president owned 18,681 shares of the company’s stock, valued at $1,486,260.36. The trade was a 41.03% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 27,913 shares of company stock valued at $2,214,369. Insiders own 1.90% of the company’s stock.

Key Stories Impacting New York Times

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

Analyst Upgrades and Downgrades

NYT has been the subject of several research reports. Barclays upped 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 restated an “outperform” rating on shares of New York Times in a research report on Thursday, February 5th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of New York Times in a research note on Thursday, January 22nd. Guggenheim set a $63.00 price objective on New York Times and gave the stock a “neutral” rating in a report on Wednesday, February 4th. Finally, Morgan Stanley set a $68.00 price objective on New York Times in a research report on Thursday, December 18th. One analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target 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.