The New York Times Company $NYT Shares Sold by Private Client Services LLC

Private Client Services LLC decreased its holdings in shares of The New York Times Company (NYSE:NYT) by 69.8% during the second quarter, according to its most recent disclosure with the SEC. The fund owned 5,010 shares of the company’s stock after selling 11,592 shares during the period. Private Client Services LLC’s holdings in New York Times were worth $351,000 at the end of the most recent quarter.

Other hedge funds have also recently modified their holdings of the company. Berkshire Hathaway Inc purchased a new position in New York Times during the 4th quarter worth approximately $351,664,000. Bank of Montreal Can raised its holdings in shares of New York Times by 10,018.3% during the fourth quarter. Bank of Montreal Can now owns 2,316,172 shares of the company’s stock worth $160,789,000 after purchasing an additional 2,293,281 shares during the last quarter. AQR Capital Management LLC raised its holdings in shares of New York Times by 78.1% during the second quarter. AQR Capital Management LLC now owns 4,187,888 shares of the company’s stock worth $233,265,000 after purchasing an additional 1,836,788 shares during the last quarter. Egerton Capital UK LLP acquired a new position in New York Times during the fourth quarter valued at $97,882,000. Finally, Two Sigma Investments LP boosted its holdings in New York Times by 98.5% in the third quarter. Two Sigma Investments LP now owns 2,055,628 shares of the company’s stock valued at $117,993,000 after purchasing an additional 1,020,031 shares during the last quarter. Institutional investors and hedge funds own 95.37% of the company’s stock.

Key New York Times News

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

• Positive Sentiment: Digital growth remains the key support. Analysts are watching whether continued subscriber gains, digital advertising and paid products can sustain NYT’s revenue growth and earnings trajectory ahead of the quarterly report. The New York Times Company Q2 Earnings Loom: Key Trends to Track
• Positive Sentiment: Broad, high-profile coverage may support engagement. Recent NYT output spans major political, international, climate, technology, entertainment and sports stories, including extensive MLB trade-deadline and Athletic coverage. Strong reader interest across these categories can help retention, traffic and the value of the company’s subscription bundle. 2026 MLB Trade Deadline live tracker
• Neutral Sentiment: Most other recent headlines are editorial rather than financial. Coverage of Iran, U.S. politics, climate grants, artificial intelligence regulation, culture and sports is unlikely to materially change NYT’s fundamentals immediately, but it reinforces the breadth of the company’s news and lifestyle offerings.
• Negative Sentiment: Execution risks remain ahead of earnings. The earnings preview specifically flags declining print revenue and rising operating expenses. With the shares valued at roughly 33 times earnings and trading near the 200-day moving average, results or guidance that fail to confirm digital-growth expectations could pressure the stock.

New York Times Price Performance

Shares of New York Times stock opened at $75.84 on Wednesday. The stock has a market capitalization of $12.28 billion, a P/E ratio of 32.55, a PEG ratio of 1.56 and a beta of 0.95. The business has a 50 day simple moving average of $73.89 and a two-hundred day simple moving average of $76.31. The New York Times Company has a 12 month low of $53.48 and a 12 month high of $87.10.

New York Times (NYSE:NYT) last posted its quarterly earnings data on Wednesday, May 6th. The company reported $0.61 EPS for the quarter, beating the consensus estimate of $0.49 by $0.12. New York Times had a return on equity of 22.02% and a net margin of 13.18%.The firm had revenue of $712.24 million during the quarter, compared to the consensus estimate of $699.93 million. During the same period in the prior year, the company earned $0.41 EPS. The firm’s revenue was up 12.0% compared to the same quarter last year. As a group, research analysts anticipate that The New York Times Company will post 2.93 EPS for the current fiscal year.

New York Times Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, July 23rd. Stockholders of record on Wednesday, July 8th were paid a $0.23 dividend. This represents a $0.92 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend was Wednesday, July 8th. New York Times’s dividend payout ratio (DPR) is currently 39.48%.

Analyst Ratings Changes

Several brokerages have recently issued reports on NYT. Guggenheim boosted their price objective on New York Times from $63.00 to $70.00 and gave the company a “neutral” rating in a report on Thursday, May 7th. Zacks Research raised New York Times from a “hold” rating to a “strong-buy” rating in a report on Monday, July 13th. Wall Street Zen raised shares of New York Times from a “hold” rating to a “buy” rating in a research note on Saturday, May 9th. Evercore reaffirmed an “outperform” rating and set a $92.00 target price on shares of New York Times in a report on Thursday, May 7th. Finally, Bank of America lowered their price target on shares of New York Times from $87.00 to $80.00 and set a “neutral” rating on the stock in a report on Wednesday, June 24th. Two investment analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, New York Times has a consensus rating of “Moderate Buy” and a consensus price target of $83.22.

Insider Buying and Selling

In other news, EVP Jacqueline M. Welch sold 4,000 shares of the business’s stock in a transaction that occurred on Wednesday, June 3rd. The stock was sold at an average price of $74.14, for a total transaction of $296,560.00. Following the transaction, the executive vice president directly owned 23,873 shares in the company, valued at $1,769,944.22. The trade was a 14.35% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director David S. Perpich sold 9,000 shares of the stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $77.06, for a total value of $693,540.00. Following the completion of the sale, the director directly owned 28,469 shares of the company’s stock, valued at approximately $2,193,821.14. This represents a 24.02% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 17,121 shares of company stock worth $1,310,920. 1.90% of the stock is owned by insiders.

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.