Polar Asset Management Partners Inc. Takes Position in The New York Times Company $NYT

Polar Asset Management Partners Inc. bought a new position in shares of The New York Times Company (NYSE:NYT) during the third quarter, HoldingsChannel reports. The fund bought 36,423 shares of the company’s stock, valued at approximately $2,091,000.

A number of other institutional investors have also modified their holdings of the business. CIBC Private Wealth Group LLC raised its position in New York Times by 57.8% in the 3rd quarter. CIBC Private Wealth Group LLC now owns 2,595 shares of the company’s stock valued at $149,000 after purchasing an additional 950 shares during the last quarter. Caerus Investment Advisors LLC purchased a new position in New York Times during the 3rd quarter worth $413,000. Captrust Financial Advisors increased its stake in New York Times by 31.6% in the third quarter. Captrust Financial Advisors now owns 26,307 shares of the company’s stock valued at $1,510,000 after purchasing an additional 6,322 shares during the period. Danske Bank A S acquired a new position in New York Times in the third quarter valued at $1,436,000. Finally, Caitong International Asset Management Co. Ltd raised its holdings in shares of New York Times by 4,425.4% in the third quarter. Caitong International Asset Management Co. Ltd now owns 2,851 shares of the company’s stock valued at $164,000 after buying an additional 2,788 shares during the last quarter. 95.37% of the stock is owned by institutional investors and hedge funds.

New York Times Stock Up 1.0%

Shares of New York Times stock opened at $81.23 on Friday. The firm has a market cap of $13.19 billion, a price-to-earnings ratio of 38.87, a price-to-earnings-growth ratio of 2.49 and a beta of 1.09. The New York Times Company has a 52-week low of $44.83 and a 52-week high of $82.74. The company’s 50-day simple moving average is $74.81 and its 200-day simple moving average is $66.33.

New York Times (NYSE:NYT) last announced its quarterly earnings data on Wednesday, February 4th. The company reported $0.89 EPS 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 firm had revenue of $802.31 million during the quarter, compared to the consensus estimate of $791.55 million. During the same quarter last year, the firm earned $0.80 earnings per share. The firm’s revenue was up 10.4% compared to the same quarter last year. Equities research analysts anticipate that The New York Times Company will post 2.08 EPS 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. Stockholders of record on Wednesday, April 1st will be issued a $0.23 dividend. The ex-dividend date of this dividend is Wednesday, April 1st. This represents a $0.92 annualized dividend and a dividend yield of 1.1%. This is an increase from New York Times’s previous quarterly dividend of $0.18. New York Times’s payout ratio is 34.45%.

Insider Activity

In other New York Times news, CAO R Anthony Benten sold 1,913 shares of the stock in a transaction 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 completion of the transaction, the chief accounting officer owned 37,772 shares in the company, valued at approximately $2,778,886.04. This represents a 4.82% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, 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 value of $1,039,350.00. Following the completion of the sale, the chairman directly 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 27,913 shares of company stock valued at $2,214,369 in the last three months. 1.90% of the stock is currently owned by company insiders.

Key Headlines Impacting New York Times

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

• Positive Sentiment: Extensive live sports coverage—The Times’ March Madness first-round live updates and watch guides drive heavy real-time engagement and pageviews during the NCAA tournament, which historically increases short-term digital traffic and subscriber conversions. Men’s March Madness 2026 first round scores, live updates
• Positive Sentiment: Breaking international coverage increases readership—Ongoing Iran-war live updates and reporting on U.S. efforts to manage an energy-market shock are front-page topics that attract subscribers and advertisers during geopolitical crises. That surge in demand for trusted news tends to support NYT’s subscription growth and ad revenue. Iran War Live Updates
• Positive Sentiment: Policy and defense reporting with economic implications—Coverage that the Pentagon is seeking large funding to support conflict-related operations draws engaged, paying readers interested in politics and markets, potentially lifting metered article conversions. Pentagon Seeks $200 Billion to Fund Iran War
• Neutral Sentiment: Political nuance coverage keeps engagement but is less directly monetizable—Stories such as President Trump saying he won’t send troops to Iran (but leaving wiggle room) and other political analysis generate attention and time-on-site, but conversion impact is mixed depending on audience. Trump Says He Won’t Send Troops to Iran But Leaves Wiggle Room
• Neutral Sentiment: Feature and culture pieces sustain subscriptions but have slower revenue effects—Long-form tech and culture reporting (for example, retrospectives on the metaverse) maintain subscriber loyalty but are unlikely to produce immediate traffic spikes comparable to breaking news. The Long Farewell to Mark Zuckerberg’s Metaverse
• Negative Sentiment: AI-agent reporting raises editorial and business risk—A Times story on A.I. agents impersonating relatives highlights growing concerns about misinformation, bot-driven interaction and potential erosion of trust in digital content. For a news publisher, reputational risk and the accelerating presence of AI in content distribution could pressure subscription sentiment and long-term costs for verification and product investment. Sorry, Mom. You’re Chatting With an A.I. Agent, Not Your Son.

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on NYT. Citigroup lowered their price target 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. 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. Argus raised New York Times to a “strong-buy” rating in a research report on Thursday, February 19th. Wall Street Zen downgraded New York Times from a “buy” rating to a “hold” rating in a research note on Saturday, March 7th. Finally, Evercore reissued an “outperform” rating on shares of New York Times in a report on Thursday, February 5th. One investment 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. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $68.43.

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.