2Xideas AG Sells 31,895 Shares of The New York Times Company $NYT

Key Points

• 2Xideas AG cut its stake in The New York Times by 21.3%, selling 31,895 shares and leaving 117,819 shares worth about $6.76 million, making NYT its 19th-largest holding (~1.4% of the portfolio).
• NYT slightly beat quarterly estimates with $0.89 EPS vs. $0.88 expected and revenue of $802.3 million (up 10.4% YoY); the company has a market cap of $12.87 billion and analysts project ~2.08 EPS for the year.
• The board raised the quarterly dividend to $0.23 ($0.92 annualized, ~1.2% yield, ex-dividend April 1), while insiders — including Chairman Arthur Sulzberger who sold 13,000 shares — sold a total of 27,913 shares last quarter (~$2.21M).

2Xideas AG lowered its position in The New York Times Company (NYSE:NYT - Free Report) by 21.3% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 117,819 shares of the company's stock after selling 31,895 shares during the period. New York Times comprises about 1.4% of 2Xideas AG's investment portfolio, making the stock its 19th biggest holding. 2Xideas AG owned 0.07% of New York Times worth $6,763,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of NYT. Employees Retirement System of Texas purchased a new stake in shares of New York Times during the 2nd quarter valued at about $28,000. Nomura Asset Management Co. Ltd. grew its position in shares of New York Times by 86.8% during the 2nd quarter. Nomura Asset Management Co. Ltd. now owns 710 shares of the company's stock valued at $40,000 after acquiring an additional 330 shares during the period. Whittier Trust Co. purchased a new stake in shares of New York Times in the 3rd quarter worth $42,000. Hantz Financial Services Inc. raised its holdings in New York Times by 49.4% in the 3rd quarter. Hantz Financial Services Inc. now owns 841 shares of the company's stock worth $48,000 after purchasing an additional 278 shares during the period. Finally, Geneos Wealth Management Inc. raised its holdings in New York Times by 690.7% in the 1st quarter. Geneos Wealth Management Inc. now owns 846 shares of the company's stock worth $42,000 after purchasing an additional 739 shares during the period. Institutional investors own 95.37% of the company's stock.

New York Times Price Performance

Shares of NYSE:NYT opened at $79.30 on Friday. The firm has a market capitalization of $12.87 billion, a PE ratio of 37.94, a price-to-earnings-growth ratio of 2.42 and a beta of 1.09. The business has a 50 day simple moving average of $74.02 and a two-hundred day simple moving average of $65.76. The New York Times Company has a 1 year low of $44.83 and a 1 year high of $82.74.

New York Times (NYSE:NYT - Get Free Report) last issued its quarterly earnings results 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. The firm had revenue of $802.31 million for the quarter, compared to the consensus estimate of $791.55 million. New York Times had a return on equity of 20.73% and a net margin of 12.18%.The company's revenue for the quarter was up 10.4% on a year-over-year basis. During the same period in the prior year, the business posted $0.80 earnings per share. Equities research analysts expect that The New York Times Company will post 2.08 EPS for the current fiscal year.

New York Times Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, April 16th. Shareholders of record on Wednesday, April 1st will be paid a $0.23 dividend. The ex-dividend date is Wednesday, April 1st. This represents a $0.92 dividend on an annualized basis and a yield of 1.2%. This is an increase from New York Times's previous quarterly dividend of $0.18. New York Times's payout ratio is currently 34.45%.

Wall Street Analysts Forecast Growth

Several research firms have issued reports on NYT. Evercore reissued an "outperform" rating on shares of New York Times in a report on Thursday, February 5th. Wall Street Zen lowered shares of New York Times from a "buy" rating to a "hold" rating in a report on Saturday, March 7th. Guggenheim set a $63.00 target price on shares of New York Times and gave the stock a "neutral" rating in a research note on Wednesday, February 4th. Weiss Ratings reiterated a "buy (b)" rating on shares of New York Times in a research report on Thursday, January 22nd. Finally, JPMorgan Chase & Co. raised their price objective on shares of New York Times from $71.00 to $74.00 and gave the company an "overweight" rating in a research report on Thursday, February 5th. One analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $68.43.

Key New York Times News

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

Insider Activity

In other New York Times news, Chairman Arthur G. Sulzberger sold 13,000 shares of New York Times stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $79.95, for a total transaction 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 $13,778,423.10. The trade was a 7.01% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CAO R Anthony Benten sold 1,913 shares of the company's 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 sale, 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 ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, 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 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.

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