Dimensional Fund Advisors LP Sells 34,528 Shares of The New York Times Company $NYT

Key Points

• Dimensional Fund Advisors reduced its New York Times stake by 1.2%, selling 34,528 shares and leaving 2,784,556 shares valued at about $159.8 million (≈1.71% ownership).
• Wall Street is generally positive with a consensus rating of Moderate Buy and an average price target of $68.43, while the stock trades around $80.86 and sits near its 52‑week high.
• The Times slightly beat quarterly estimates (EPS $0.89 vs. $0.88; revenue $802.3M, up 10.4% year‑over‑year) and raised its quarterly dividend to $0.23 (annualized $0.92, ~1.1% yield).

Dimensional Fund Advisors LP decreased its holdings in The New York Times Company (NYSE:NYT - Free Report) by 1.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,784,556 shares of the company's stock after selling 34,528 shares during the period. Dimensional Fund Advisors LP owned 1.71% of New York Times worth $159,833,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently modified their holdings of NYT. Focus Partners Advisor Solutions LLC lifted its stake in shares of New York Times by 36.3% during the 3rd quarter. Focus Partners Advisor Solutions LLC now owns 17,055 shares of the company's stock valued at $1,035,000 after buying an additional 4,540 shares in the last quarter. 111 Capital purchased a new position in New York Times in the 3rd quarter valued at approximately $570,000. Elo Mutual Pension Insurance Co grew its stake in New York Times by 58.3% in the 3rd quarter. Elo Mutual Pension Insurance Co now owns 59,196 shares of the company's stock valued at $3,398,000 after buying an additional 21,805 shares in the last quarter. Journey Strategic Wealth LLC raised its holdings in New York Times by 21.5% during the 3rd quarter. Journey Strategic Wealth LLC now owns 5,481 shares of the company's stock valued at $315,000 after acquiring an additional 970 shares during the period. Finally, Bahl & Gaynor Inc. lifted its position in shares of New York Times by 21.3% during the third quarter. Bahl & Gaynor Inc. now owns 97,265 shares of the company's stock worth $5,583,000 after acquiring an additional 17,080 shares in the last quarter. Institutional investors own 95.37% of the company's stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on NYT shares. JPMorgan Chase & Co. raised their price target on New York Times from $71.00 to $74.00 and gave the stock an "overweight" rating in a report on Thursday, February 5th. Argus upgraded New York Times to a "strong-buy" rating in a research note on Thursday, February 19th. Guggenheim set a $63.00 target price on New York Times and gave the stock a "neutral" rating in a research note on Wednesday, February 4th. Morgan Stanley set a $68.00 target price on New York Times in a report on Thursday, December 18th. Finally, Barclays upped their price target on New York Times from $55.00 to $60.00 and gave the company an "equal weight" rating in a research report on Tuesday, January 20th. 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 company's stock. According to data from MarketBeat, New York Times currently has a consensus rating of "Moderate Buy" and an average price target of $68.43.

New York Times Stock Performance

NYSE:NYT opened at $80.86 on Tuesday. The New York Times Company has a 52-week low of $44.83 and a 52-week high of $82.74. The stock has a fifty day moving average of $73.30 and a 200 day moving average of $65.31. The firm has a market capitalization of $13.13 billion, a price-to-earnings ratio of 38.69, a P/E/G ratio of 2.49 and a beta of 1.09.

New York Times (NYSE:NYT - Get Free Report) last announced its earnings results on Wednesday, February 4th. The company reported $0.89 earnings per share for the quarter, topping analysts' consensus estimates of $0.88 by $0.01. New York Times had a return on equity of 20.73% and a net margin of 12.18%.The business had revenue of $802.31 million for the quarter, compared to analyst estimates of $791.55 million. During the same period in the prior year, the company earned $0.80 EPS. The company's quarterly revenue was up 10.4% compared to the same quarter last year. Equities analysts forecast that The New York Times Company will post 2.08 earnings per share for the current fiscal year.

New York Times Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 16th. Investors of record on Wednesday, April 1st will be given a $0.23 dividend. This represents a $0.92 annualized dividend and a dividend yield of 1.1%. This is a positive change from New York Times's previous quarterly dividend of $0.18. The ex-dividend date is Wednesday, April 1st. New York Times's dividend payout ratio (DPR) is currently 34.45%.

Insider Activity at New York Times

In related news, CAO R Anthony Benten sold 1,913 shares of the firm'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 sale, the chief accounting officer directly owned 37,772 shares of the company's stock, valued at $2,778,886.04. This trade represents a 4.82% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Chairman Arthur G. Sulzberger sold 13,000 shares of New York Times stock in a transaction that occurred 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 of the company's stock, valued at approximately $13,778,423.10. The trade was a 7.01% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 27,913 shares of company stock valued at $2,214,369 over the last three months. 1.90% of the stock is owned by corporate insiders.

More New York Times News

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

• Positive Sentiment: Breaking international coverage — expansive live updates on the Iran war and oil‑price shock are driving large, sustained traffic spikes that typically boost ad revenue and subscription signups. Live Updates: Oil Price Surge Rattles Markets; Iranians Appear Conflicted on Choice of Leader
• Positive Sentiment: Major geopolitical headline — coverage of Iran naming a new supreme leader is a high‑engagement event that likely increases subscription conversion and retention among international and political news audiences. Live Updates: Iran Names Khamenei’s Son Supreme Leader
• Positive Sentiment: Viral video/reporting — visual footage of an apparent strike near a boys’ school and other on‑the‑ground video pieces increase social sharing and homepage dwell time, amplifying short‑term ad yields and reader acquisition. Video Captures Apparent Strike Near Boys’ School in Iran
• Positive Sentiment: Editorial credibility story — a meta‑piece on how The Times covers the war may reassure subscribers about journalistic standards and help retention during politically charged coverage. How The Times Reports on the War in Iran and Beyond
• Neutral Sentiment: Tech/legal coverage — reporting on Anthropic suing the Pentagon is topical and may draw tech readers, but it has an uncertain direct effect on The Times’ monetization. Anthropic Sues Pentagon Over ‘Supply Chain Risk’ Label
• Neutral Sentiment: Reader engagement and local coverage — audience features (e.g., planning a longer life) and local breaking news (Gracie Mansion incident) sustain loyal reader engagement but are incremental versus major breaking news. Tell Us About Your Plans for a Longer Life Gracie Mansion Attack Came Amid Chaos of Influencer’s Anti-Muslim Rally
• Negative Sentiment: Political sensitivity risk — investigative reporting touching partisan institutions (e.g., coverage around Voice of America and audits) can provoke political pushback or advertiser sensitivity in the short term, introducing reputational/regulatory noise. As Kari Lake Sought to Shutter Voice of America, Parent Agency Rebuffed Auditors

About New York Times

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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