Quinn Opportunity Partners LLC Has $30.19 Million Stock Position in The New York Times Company $NYT

Quinn Opportunity Partners LLC raised its holdings in The New York Times Company (NYSE:NYT) by 1.7% during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 526,015 shares of the company’s stock after purchasing an additional 8,733 shares during the quarter. New York Times accounts for approximately 2.1% of Quinn Opportunity Partners LLC’s investment portfolio, making the stock its 6th biggest position. Quinn Opportunity Partners LLC’s holdings in New York Times were worth $30,193,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of the business. Vise Technologies Inc. bought a new stake in shares of New York Times during the 3rd quarter worth $222,000. Arrowstreet Capital Limited Partnership boosted its stake in shares of New York Times by 11.6% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 1,588,187 shares of the company’s stock valued at $91,162,000 after purchasing an additional 164,928 shares in the last quarter. Employees Retirement System of Texas grew its holdings in shares of New York Times by 101.6% during the 3rd quarter. Employees Retirement System of Texas now owns 1,006 shares of the company’s stock valued at $58,000 after purchasing an additional 507 shares during the last quarter. Sei Investments Co. increased its position in New York Times by 6.1% during the 3rd quarter. Sei Investments Co. now owns 294,991 shares of the company’s stock worth $16,933,000 after purchasing an additional 16,870 shares in the last quarter. Finally, Magnetar Financial LLC lifted its stake in New York Times by 107.4% in the 3rd quarter. Magnetar Financial LLC now owns 26,779 shares of the company’s stock valued at $1,537,000 after purchasing an additional 13,868 shares during the last quarter. Institutional investors own 95.37% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have issued reports on NYT. Barclays upped their target price on New York Times from $55.00 to $60.00 and gave the stock an “equal weight” rating in a report on Tuesday, January 20th. Evercore reiterated an “outperform” rating on shares of New York Times in a report on Thursday, February 5th. Morgan Stanley set a $68.00 price objective on shares of New York Times in a research note on Thursday, December 18th. Wall Street Zen lowered New York Times from a “buy” rating to a “hold” rating in a research report on Saturday, March 7th. Finally, JPMorgan Chase & Co. lifted their target price on New York Times from $71.00 to $74.00 and gave the stock an “overweight” rating in a report on Thursday, February 5th. One equities 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 company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $68.43.

Insider Transactions at New York Times

In related news, EVP William Bardeen 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 $79.56, for a total transaction of $1,034,280.00. Following the completion of the sale, the executive vice president owned 18,681 shares of the company’s stock, valued at $1,486,260.36. This trade represents a 41.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CAO R Anthony Benten sold 1,913 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $73.57, for a total value of $140,739.41. Following the sale, the chief accounting officer directly 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 disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 27,913 shares of company stock valued at $2,214,369. Corporate insiders own 1.90% of the company’s stock.

New York Times Stock Performance

Shares of NYSE NYT opened at $79.30 on Friday. The company’s 50 day moving average price is $74.02 and its 200-day moving average price is $65.76. The New York Times Company has a 52-week low of $44.83 and a 52-week high of $82.74. The company has a market capitalization of $12.87 billion, a P/E ratio of 37.94, a price-to-earnings-growth ratio of 2.42 and a beta of 1.09.

New York Times (NYSE:NYT) last posted its quarterly earnings data on Wednesday, February 4th. The company reported $0.89 earnings per share 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 company had revenue of $802.31 million during the quarter, compared to analysts’ expectations of $791.55 million. During the same period in the prior year, the company posted $0.80 earnings per share. New York Times’s revenue for the quarter was up 10.4% compared to the same quarter last year. Analysts forecast that The New York Times Company will post 2.08 earnings per share for the current year.

New York Times Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 16th. Shareholders 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 1.2%. The ex-dividend date is Wednesday, April 1st. This is an increase from New York Times’s previous quarterly dividend of $0.18. New York Times’s dividend payout ratio (DPR) is 34.45%.

Key Stories Impacting New York Times

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

• Positive Sentiment: Major international breaking coverage (Iran war) is driving high readership and engagement; live updates on oil-terminal closures and regional disruptions boost subscription and ad traffic. Iran War Live Updates: Iraq Closes Oil Terminals Amid Growing Disruption to Global Supplies
• Positive Sentiment: Broad analysis pieces on the war’s global impact keep readers engaged longer and support NYT’s reputation for deep coverage — a subscriber-retention positive. How Trump’s War With Iran Changed the World in a Week
• Positive Sentiment: Breaking domestic news (campus shooting at Old Dominion) generates immediate traffic spikes to news sites, supporting short-term ad revenue and conversion opportunities. 2 People Injured and Gunman Dead in Shooting at Old Dominion University
• Positive Sentiment: High-interest legal and cultural stories (Bill Cosby civil trial) and awards-season coverage (Oscars predictions) are audience drivers that boost engagement and subscriptions. Bill Cosby, Out of Prison and the Public Eye, Faces Civil Trial Oscars 2026 Predictions: Who Will Win Best Picture, Actor and Actress?
• Positive Sentiment: The Athletic (owned by NYT) published multiple sports features — MLB, NHL, Premier League and WBC coverage — showing continued content depth that supports subscriber retention and cross-selling. Can new Mets pitching coach Justin Willard revive the rotation? Toronto Maple Leafs are No. 29 in Scott Wheeler’s 2026 NHL prospect pool rankings
• Neutral Sentiment: Coverage of macro-economic and policy items (tariff refund delays, farmers’ pessimism due to war, Washington’s “millionaires’ tax”) is important for credibility but has uncertain direct near-term impact on NYT revenue. Trump Administration Suggests Tariff Refunds May Take Significant Time A State of Wealthy Entrepreneurs Passes a ‘Millionaires’ Tax’
• Neutral Sentiment: Specialty business and culture pieces (art-market recovery, EPA adviser controversy) add to authoritative coverage but are unlikely to move the stock materially on their own. Top-End Auction Sales Help Pull Global Art Market Out of Slump, Study Says

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.