Copeland Capital Management LLC Reduces Holdings in The New York Times Company $NYT

Copeland Capital Management LLC lessened its position in shares of The New York Times Company (NYSE:NYT) by 4.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 451,811 shares of the company’s stock after selling 22,763 shares during the period. Copeland Capital Management LLC’s holdings in New York Times were worth $31,365,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in NYT. SOA Wealth Advisors LLC. purchased a new position in shares of New York Times during the 4th quarter valued at $34,000. 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 valued at $38,000 after buying an additional 245 shares during the last quarter. Whittier Trust Co. purchased a new position in shares of New York Times during the 3rd quarter valued at $42,000. Grove Bank & Trust purchased a new position in shares of New York Times during the 4th quarter valued at $42,000. Finally, Geneos Wealth Management Inc. lifted its position in shares of New York Times by 690.7% during the 1st quarter. Geneos Wealth Management Inc. now owns 846 shares of the company’s stock valued at $42,000 after buying an additional 739 shares during the last quarter. Hedge funds and other institutional investors own 95.37% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on NYT. Wall Street Zen cut New York Times from a “buy” rating to a “hold” rating in a research report on Saturday, March 7th. Citigroup boosted their price objective on New York Times from $77.00 to $94.00 and gave the company a “buy” rating in a research note on Tuesday, March 24th. Guggenheim set a $63.00 price objective on New York Times and gave the company a “neutral” rating in a research note on Wednesday, February 4th. Barclays boosted their price objective on New York Times from $55.00 to $60.00 and gave the company an “equal weight” rating in a research note on Tuesday, January 20th. Finally, Bank of America started coverage on New York Times in a research note on Wednesday. They set a “neutral” rating and a $84.00 price objective on the stock. One research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $72.50.

New York Times Stock Performance

NYSE:NYT opened at $80.47 on Friday. The New York Times Company has a 52-week low of $50.17 and a 52-week high of $87.10. The firm has a market cap of $12.98 billion, a price-to-earnings ratio of 38.50, a PEG ratio of 2.45 and a beta of 1.06. The business’s fifty day moving average is $80.38 and its 200 day moving average is $70.56.

New York Times (NYSE:NYT) last released its quarterly earnings data 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. New York Times had a return on equity of 20.73% and a net margin of 12.18%.The company had revenue of $802.31 million for the quarter, compared to analyst estimates of $791.55 million. During the same period in the previous year, the company posted $0.80 EPS. The firm’s revenue for the quarter was up 10.4% compared to the same quarter last year. Equities analysts predict that The New York Times Company will post 2.79 EPS for the current fiscal year.

New York Times Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, April 16th. Shareholders of record on Wednesday, April 1st were paid a $0.23 dividend. The ex-dividend date was Wednesday, April 1st. This represents a $0.92 dividend on an annualized basis and a yield of 1.1%. This is an increase from New York Times’s previous quarterly dividend of $0.18. New York Times’s dividend payout ratio is currently 44.02%.

Trending Headlines about New York Times

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

• Positive Sentiment: Analyst consensus leans constructive — several services show a “Moderate Buy” consensus on NYT, supporting the view that the company’s subscription and digital strategy remains an earnings-growth story. Analysts Moderate Buy
• Positive Sentiment: Market recognizes NYT’s digital strength — coverage from Proactive and others highlights the firm’s strong digital subscription mix and cash flow profile, which underpin its premium valuation despite limited immediate multiple expansion. Digital Strength Coverage
• Neutral Sentiment: Bank of America initiated coverage with a Neutral rating and an $84 price target — BofA cites solid fundamentals but argues much of the rally is priced in, implying modest upside from current levels. BofA Initiation
• Negative Sentiment: FBI scrutiny of Times reporting creates reputational and legal-risk headlines — reporting that the FBI investigated a Times correspondent and the paper’s executive editor accusing authorities of trying to “criminalize” journalism could prolong political/legal uncertainty and distract management/ newsroom resources. Deadline: FBI Investigation Coverage
• Negative Sentiment: Tech/AI developments raise competitive and traffic-risk questions — new, more powerful models from OpenAI and Anthropic elevate concerns (cited by analysts) about AI-driven content/recommendation shifts that could disrupt news traffic, ad demand or subscription behavior. Investors should watch how NYT adapts its product and paywall strategy to maintain engagement. OpenAI New Model Anthropic Model

Insiders Place Their Bets

In other New York Times news, CAO R Anthony Benten sold 1,913 shares of the company’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $73.57, for a total value of $140,739.41. Following the transaction, the chief accounting officer directly owned 37,772 shares in the company, valued at $2,778,886.04. This represents a 4.82% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Chairman Arthur G. Sulzberger sold 13,000 shares of the company’s stock in a transaction dated 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 completion of the transaction, the chairman owned 172,338 shares in the company, valued at $13,778,423.10. This represents a 7.01% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 27,913 shares of company stock worth $2,214,369 in the last ninety days. 1.90% of the stock is currently owned by insiders.

New York Times 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.