The New York Times Company (NYSE:NYT) Receives Consensus Recommendation of “Moderate Buy” from Analysts

The New York Times Company (NYSE:NYT) has earned an average recommendation of “Moderate Buy” from the nine ratings firms that are currently covering the stock, Marketbeat Ratings reports. Four investment analysts have rated the stock with a hold rating, four have assigned a buy rating and one has assigned a strong buy rating to the company. The average 1-year price objective among brokers that have updated their coverage on the stock in the last year is $68.4286.

Several equities analysts have recently issued reports on NYT shares. Weiss Ratings reissued a “buy (b)” rating on shares of New York Times in a report on Thursday, January 22nd. Citigroup dropped their target price on New York Times from $81.00 to $77.00 and set a “buy” rating on the stock in a report on Thursday, February 5th. JPMorgan Chase & Co. lifted their price target on New York Times from $71.00 to $74.00 and gave the company an “overweight” rating in a research report on Thursday, February 5th. Guggenheim set a $63.00 price target on New York Times and gave the company a “neutral” rating in a report on Wednesday, February 4th. Finally, Evercore restated an “outperform” rating on shares of New York Times in a research report on Thursday, February 5th.

Insider Activity at New York Times

In related news, Chairman Arthur G. Sulzberger sold 13,000 shares of the firm’s stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $79.95, for a total transaction of $1,039,350.00. Following the sale, the chairman owned 172,338 shares in the company, valued at approximately $13,778,423.10. This trade represents a 7.01% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CAO R Anthony Benten sold 1,913 shares of New York Times stock in a transaction on 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 $2,778,886.04. The trade was a 4.82% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 27,913 shares of company stock worth $2,214,369. 1.90% of the stock is owned by company insiders.

Hedge Funds Weigh In On New York Times

Several institutional investors and hedge funds have recently modified their holdings of the business. Navalign LLC acquired a new position in New York Times in the 4th quarter worth about $25,000. Employees Retirement System of Texas acquired a new stake in New York Times in the second quarter valued at approximately $28,000. Cornerstone Planning Group LLC grew its holdings in New York Times by 74.2% in the fourth quarter. Cornerstone Planning Group LLC now owns 446 shares of the company’s stock valued at $32,000 after purchasing an additional 190 shares during the period. International Assets Investment Management LLC purchased a new stake in shares of New York Times in the fourth quarter valued at approximately $32,000. Finally, SOA Wealth Advisors LLC. acquired a new position in shares of New York Times during the 4th quarter worth approximately $34,000. Hedge funds and other institutional investors own 95.37% of the company’s stock.

New York Times Price Performance

Shares of New York Times stock opened at $82.69 on Tuesday. The stock has a market cap of $13.33 billion, a PE ratio of 39.56, a price-to-earnings-growth ratio of 2.51 and a beta of 1.09. The firm has a fifty day moving average price of $75.25 and a 200 day moving average price of $66.75. New York Times has a 1 year low of $44.83 and a 1 year high of $82.88.

New York Times (NYSE:NYT) last posted its quarterly earnings results on Wednesday, February 4th. The company reported $0.89 EPS for the quarter, beating the consensus estimate of $0.88 by $0.01. The company had revenue of $802.31 million for the quarter, compared to analyst estimates of $791.55 million. New York Times had a net margin of 12.18% and a return on equity of 20.73%. The firm’s revenue was up 10.4% on a year-over-year basis. During the same period in the prior year, the company earned $0.80 earnings per share. As a group, equities analysts expect that New York Times will post 2.08 EPS for the current year.

New York Times Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, April 16th. Investors of record on Wednesday, April 1st will be issued a dividend of $0.23 per share. This represents a $0.92 dividend on an annualized basis and a yield of 1.1%. 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. New York Times’s payout ratio is currently 34.45%.

New York Times News Roundup

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

• Positive Sentiment: Major business coverage and market relief lifted sentiment — articles reporting that markets rallied and oil prices fell after President Trump deferred an Iran deadline suggest reduced geopolitical risk, which typically supports ad markets and investor appetite for media stocks. Markets Rally as Trump’s Iran Deadline Is Deferred
• Positive Sentiment: Direct coverage of the market and oil move — a separate story showing oil prices tumbling and stocks rising reinforces the same sentiment: lower commodity-driven uncertainty can boost ad spending and investor risk-on flows that benefit growth-oriented media names. Oil Prices Tumble and Stocks Rise as Trump Backs Off Threats to Iran Infrastructure
• Positive Sentiment: Heavy, breaking political and legal coverage — live reporting on Supreme Court actions around late ballots and high-profile reporting on Trump’s legal maneuvers drive pageviews and subscriptions (deep, original journalism is NYT’s core revenue driver). Live Updates: Supreme Court Appears Poised to Reject Mississippi Law on Late-Arriving Ballots
• Neutral Sentiment: High-profile feature reporting (e.g., coverage of Trump’s broader legal impact in Washington) bolsters engagement but is less immediately monetizable than subscription sign-ups; still supports sustained traffic. Trump Is Digging Up Washington. Can Lawsuits Stop the Bulldozers?
• Neutral Sentiment: Other high-interest reporting (legal judgments, live international conflict updates) will generate traffic but have mixed short-term revenue impact depending on subscriber conversion and ad CPMs. Bill Cosby Loses Sex Assault Lawsuit and Faces a $19 Million Judgment
• Negative Sentiment: Escalation risk remains a downside — coverage showing Pentagon weighing airborne deployments and ongoing Iran-war live updates highlight the potential for renewed geopolitical shocks that could reverse market optimism and pressure ad spending. Pentagon Officials Weigh Deployment of Airborne Troops for Iran War

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.