Dimensional Fund Advisors LP Lowers Stock Holdings in The New York Times Company $NYT

Dimensional Fund Advisors LP lowered its position in shares of The New York Times Company (NYSE:NYT) by 1.2% in the 3rd quarter, HoldingsChannel reports. The firm owned 2,784,556 shares of the company’s stock after selling 34,528 shares during the quarter. Dimensional Fund Advisors LP’s holdings in New York Times were worth $159,833,000 at the end of the most recent reporting period.

Several other institutional investors have also recently modified their holdings of the company. Empowered Funds LLC purchased a new position in shares of New York Times during the 1st quarter valued at about $442,000. Focus Partners Wealth boosted its stake in New York Times by 52.2% in the first quarter. Focus Partners Wealth now owns 11,640 shares of the company’s stock worth $577,000 after buying an additional 3,990 shares in the last quarter. Geneos Wealth Management Inc. grew its position in New York Times by 690.7% during the first quarter. Geneos Wealth Management Inc. now owns 846 shares of the company’s stock valued at $42,000 after acquiring an additional 739 shares during the last quarter. Envestnet Asset Management Inc. grew its position in New York Times by 7.8% during the second quarter. Envestnet Asset Management Inc. now owns 111,135 shares of the company’s stock valued at $6,221,000 after acquiring an additional 8,076 shares during the last quarter. Finally, Savant Capital LLC raised its stake in shares of New York Times by 86.1% during the second quarter. Savant Capital LLC now owns 42,160 shares of the company’s stock worth $2,360,000 after acquiring an additional 19,500 shares in the last quarter. 95.37% of the stock is currently owned by institutional investors.

New York Times Stock Performance

NYSE:NYT opened at $80.86 on Tuesday. The firm has a market cap of $13.13 billion, a PE ratio of 38.69, a price-to-earnings-growth ratio of 2.49 and a beta of 1.09. The New York Times Company has a fifty-two week low of $44.83 and a fifty-two week high of $82.74. The business has a 50 day moving average price of $73.30 and a 200-day moving average price of $65.31.

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, 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 firm had revenue of $802.31 million for the quarter, compared to analysts’ expectations of $791.55 million. During the same quarter last year, the business earned $0.80 earnings per share. The business’s revenue was up 10.4% on a year-over-year basis. Research analysts predict that The New York Times Company will post 2.08 EPS for the current year.

New York Times Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 16th. Shareholders of record on Wednesday, April 1st will be given a $0.23 dividend. The ex-dividend date is Wednesday, April 1st. This is a positive change from New York Times’s previous quarterly dividend of $0.18. This represents a $0.92 dividend on an annualized basis and a dividend yield of 1.1%. New York Times’s dividend payout ratio is presently 34.45%.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on NYT shares. Evercore restated an “outperform” rating on shares of New York Times in a report on Thursday, February 5th. JPMorgan Chase & Co. lifted their target price on shares of New York Times from $71.00 to $74.00 and gave the stock an “overweight” rating in a research report on Thursday, February 5th. Weiss Ratings reissued a “buy (b)” rating on shares of New York Times in a research note on Thursday, January 22nd. Morgan Stanley set a $68.00 price target on shares of New York Times in a research report on Thursday, December 18th. Finally, 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. One research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $68.43.

More New York Times News

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

• Positive Sentiment: Breaking international coverage — expansive live updates on the Iran war and oil‑price shock are driving large, sustained traffic spikes that typically boost ad revenue and subscription signups. Live Updates: Oil Price Surge Rattles Markets; Iranians Appear Conflicted on Choice of Leader
• Positive Sentiment: Major geopolitical headline — coverage of Iran naming a new supreme leader is a high‑engagement event that likely increases subscription conversion and retention among international and political news audiences. Live Updates: Iran Names Khamenei’s Son Supreme Leader
• Positive Sentiment: Viral video/reporting — visual footage of an apparent strike near a boys’ school and other on‑the‑ground video pieces increase social sharing and homepage dwell time, amplifying short‑term ad yields and reader acquisition. Video Captures Apparent Strike Near Boys’ School in Iran
• Positive Sentiment: Editorial credibility story — a meta‑piece on how The Times covers the war may reassure subscribers about journalistic standards and help retention during politically charged coverage. How The Times Reports on the War in Iran and Beyond
• Neutral Sentiment: Tech/legal coverage — reporting on Anthropic suing the Pentagon is topical and may draw tech readers, but it has an uncertain direct effect on The Times’ monetization. Anthropic Sues Pentagon Over ‘Supply Chain Risk’ Label
• Neutral Sentiment: Reader engagement and local coverage — audience features (e.g., planning a longer life) and local breaking news (Gracie Mansion incident) sustain loyal reader engagement but are incremental versus major breaking news. Tell Us About Your Plans for a Longer Life Gracie Mansion Attack Came Amid Chaos of Influencer’s Anti-Muslim Rally
• Negative Sentiment: Political sensitivity risk — investigative reporting touching partisan institutions (e.g., coverage around Voice of America and audits) can provoke political pushback or advertiser sensitivity in the short term, introducing reputational/regulatory noise. As Kari Lake Sought to Shutter Voice of America, Parent Agency Rebuffed Auditors

Insider Buying and Selling at New York Times

In other news, CAO R Anthony Benten sold 1,913 shares of the company’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $73.57, for a total transaction of $140,739.41. Following the completion of the transaction, the chief accounting officer directly owned 37,772 shares of the company’s stock, valued at approximately $2,778,886.04. This represents a 4.82% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, EVP William Bardeen sold 13,000 shares of the stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $79.56, for a total transaction of $1,034,280.00. Following the sale, the executive vice president owned 18,681 shares of the company’s stock, valued at approximately $1,486,260.36. This represents a 41.03% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 27,913 shares of company stock worth $2,214,369. 1.90% of the stock is currently owned by company 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.