Tudor Investment Corp ET AL Grows Stake in The New York Times Company $NYT

Tudor Investment Corp ET AL lifted its stake in The New York Times Company (NYSE:NYT) by 702.3% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 402,689 shares of the company’s stock after acquiring an additional 352,496 shares during the quarter. Tudor Investment Corp ET AL’s holdings in New York Times were worth $23,114,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of NYT. Employees Retirement System of Texas purchased a new stake in shares of New York Times during the second quarter valued at approximately $28,000. Larson Financial Group LLC boosted its stake in shares of New York Times by 59.6% in the third quarter. Larson Financial Group LLC now owns 656 shares of the company’s stock valued at $38,000 after purchasing an additional 245 shares during the period. Nomura Asset Management Co. Ltd. boosted its stake in shares of New York Times by 86.8% in the second quarter. Nomura Asset Management Co. Ltd. now owns 710 shares of the company’s stock valued at $40,000 after purchasing an additional 330 shares during the period. Whittier Trust Co. acquired a new stake in New York Times during the 3rd quarter valued at $42,000. Finally, Hantz Financial Services Inc. grew its holdings in New York Times by 49.4% during the 3rd quarter. Hantz Financial Services Inc. now owns 841 shares of the company’s stock valued at $48,000 after purchasing an additional 278 shares in the last quarter. Institutional investors and hedge funds own 95.37% of the company’s stock.

New York Times Stock Performance

New York Times stock opened at $80.87 on Friday. The New York Times Company has a 1 year low of $44.83 and a 1 year high of $82.74. The firm’s 50-day moving average is $75.00 and its 200-day moving average is $66.48. The company has a market cap of $13.13 billion, a P/E ratio of 38.70, a PEG ratio of 2.52 and a beta of 1.09.

New York Times (NYSE:NYT) last announced its quarterly earnings data on Wednesday, February 4th. The company reported $0.89 earnings per share for the quarter, beating analysts’ consensus estimates 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 quarter in the prior year, the firm earned $0.80 EPS. The company’s revenue for the quarter was up 10.4% compared to the same quarter last year. As a group, sell-side analysts predict that The New York Times Company will post 2.08 earnings per share for the current year.

New York Times Increases Dividend

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

Insider Transactions at New York Times

In related news, Chairman Arthur G. Sulzberger sold 13,000 shares of the firm’s 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 sale, the chairman owned 172,338 shares of the company’s stock, valued at approximately $13,778,423.10. This trade represents a 7.01% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CAO R Anthony Benten sold 1,913 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $73.57, for a total value of $140,739.41. Following the transaction, the chief accounting officer owned 37,772 shares of the company’s stock, valued at $2,778,886.04. This represents a 4.82% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, 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 News Roundup

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

• Positive Sentiment: Breaking, high-traffic coverage of the Iran conflict and energy market disruption is driving page views and engagement — beneficial for subscription and ad revenue near term. Iran War Live Updates: U.S. Scrambles to Ease Energy Crisis as Attacks Rattle Markets
• Positive Sentiment: Interactive election results for Illinois (U.S. Senate) draw local and national traffic — interactive tools tend to increase time on site and repeat visits. Illinois U.S. Senate Primary Election Results
• Positive Sentiment: Interactive results for Illinois’s 9th Congressional District similarly boost engagement in key political-news audiences. Illinois Ninth Congressional District Primary Election Results
• Positive Sentiment: Sports live coverage (March Madness first-round updates) and feature pieces (e.g., Jessie Diggins career story) generate strong real-time traffic and subscriber engagement during tournament season. Men’s March Madness 2026 first round scores, live updates
• Positive Sentiment: In-depth investigations — example: the Cesar Chavez sexual-abuse series — reinforce NYT’s premium journalism brand and can drive subscription growth and donations. What to Know About the Sexual Abuse Allegations Against Cesar Chavez
• Neutral Sentiment: Energy/renewables features (Spain’s solar story) are editorially relevant but likely have limited direct near-term impact on revenue. Spain Says the Sun Shields It From Rising Gas Costs. Is That True?
• Neutral Sentiment: Tech/features pieces on A.I. agents attract engagement from a specific audience but are unlikely to move revenue materially on their own. Sorry, Mom. You’re Chatting With an A.I. Agent, Not Your Son.
• Negative Sentiment: Coverage showing the Iran war’s wider economic threat and reporting on luxury brands hit in Dubai highlight macro and ad-market risks; prolonged geopolitical unrest could pressure advertising demand and corporate marketing spends that help NYT’s non-subscription revenue. The Iran War’s Economic Threat to Europe and Asia In Dubai, the World’s Luxury Brands Face a Wartime Crisis

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on NYT shares. Weiss Ratings reiterated a “buy (b)” rating on shares of New York Times in a report on Thursday, January 22nd. Morgan Stanley set a $68.00 target price on New York Times in a research report on Thursday, December 18th. Argus upgraded New York Times to a “strong-buy” rating in a research note on Thursday, February 19th. Wall Street Zen lowered shares of New York Times from a “buy” rating to a “hold” rating in a research note on Saturday, March 7th. Finally, Citigroup reduced their price objective on shares of New York Times from $81.00 to $77.00 and set a “buy” rating on the stock in a research note on Thursday, February 5th. One analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $68.43.

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.