Tudor Investment Corp ET AL Grows Stock Position in The New York Times Company $NYT

Key Points

• Tudor Investment Corp increased its stake in The New York Times by 702.3% in the third quarter, buying an additional 352,496 shares to hold 402,689 shares worth about $23.1 million (≈0.25% of the company).
• The company beat quarterly estimates with $0.89 EPS versus $0.88 expected and $802.3M in revenue (up 10.4% year-over-year), and it raised its quarterly dividend to $0.23 (from $0.18), implying a 1.1% yield.
• Insiders have been net sellers: Chairman Arthur G. Sulzberger and EVP William Bardeen each sold 13,000 shares on March 3, and insiders sold 27,913 shares (~$2.21M) over the past 90 days, with insiders owning about 1.9% of the stock.

Tudor Investment Corp ET AL boosted its holdings in The New York Times Company (NYSE:NYT - Free Report) by 702.3% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 402,689 shares of the company's stock after acquiring an additional 352,496 shares during the period. Tudor Investment Corp ET AL owned 0.25% of New York Times worth $23,114,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in NYT. Empowered Funds LLC purchased a new position in shares of New York Times during the 1st quarter worth approximately $442,000. Focus Partners Wealth grew its holdings in New York Times by 52.2% during the 1st quarter. Focus Partners Wealth now owns 11,640 shares of the company's stock valued at $577,000 after buying an additional 3,990 shares during the last quarter. Geneos Wealth Management Inc. grew its holdings in New York Times by 690.7% during the 1st quarter. Geneos Wealth Management Inc. now owns 846 shares of the company's stock valued at $42,000 after buying an additional 739 shares during the last quarter. ProShare Advisors LLC increased its position in New York Times by 3.5% during the second quarter. ProShare Advisors LLC now owns 7,195 shares of the company's stock worth $403,000 after buying an additional 243 shares in the last quarter. Finally, Allworth Financial LP increased its position in New York Times by 405.4% during the second quarter. Allworth Financial LP now owns 1,021 shares of the company's stock worth $57,000 after buying an additional 819 shares in the last quarter. Institutional investors and hedge funds own 95.37% of the company's stock.

New York Times News Summary

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

• Positive Sentiment: Breaking, high-traffic coverage of the Iran conflict and energy market disruption is driving page views and engagement — beneficial for subscription and ad revenue near term. Iran War Live Updates: U.S. Scrambles to Ease Energy Crisis as Attacks Rattle Markets
• Positive Sentiment: Interactive election results for Illinois (U.S. Senate) draw local and national traffic — interactive tools tend to increase time on site and repeat visits. Illinois U.S. Senate Primary Election Results
• Positive Sentiment: Interactive results for Illinois’s 9th Congressional District similarly boost engagement in key political-news audiences. Illinois Ninth Congressional District Primary Election Results
• Positive Sentiment: Sports live coverage (March Madness first-round updates) and feature pieces (e.g., Jessie Diggins career story) generate strong real-time traffic and subscriber engagement during tournament season. Men’s March Madness 2026 first round scores, live updates
• Positive Sentiment: In-depth investigations — example: the Cesar Chavez sexual-abuse series — reinforce NYT’s premium journalism brand and can drive subscription growth and donations. What to Know About the Sexual Abuse Allegations Against Cesar Chavez
• Neutral Sentiment: Energy/renewables features (Spain’s solar story) are editorially relevant but likely have limited direct near-term impact on revenue. Spain Says the Sun Shields It From Rising Gas Costs. Is That True?
• Neutral Sentiment: Tech/features pieces on A.I. agents attract engagement from a specific audience but are unlikely to move revenue materially on their own. Sorry, Mom. You’re Chatting With an A.I. Agent, Not Your Son.
• Negative Sentiment: Coverage showing the Iran war’s wider economic threat and reporting on luxury brands hit in Dubai highlight macro and ad-market risks; prolonged geopolitical unrest could pressure advertising demand and corporate marketing spends that help NYT’s non-subscription revenue. The Iran War’s Economic Threat to Europe and Asia In Dubai, the World’s Luxury Brands Face a Wartime Crisis

New York Times Price Performance

NYSE NYT opened at $80.87 on Friday. The company has a 50-day moving average of $75.00 and a 200-day moving average of $66.48. The New York Times Company has a 12 month low of $44.83 and a 12 month high of $82.74. The company has a market cap of $13.13 billion, a P/E ratio of 38.70, a P/E/G ratio of 2.52 and a beta of 1.09.

New York Times (NYSE:NYT - Get Free Report) last issued its quarterly earnings results on Wednesday, February 4th. The company reported $0.89 EPS for the quarter, topping the consensus estimate of $0.88 by $0.01. The firm had revenue of $802.31 million during 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%. New York Times's revenue for the quarter was up 10.4% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.80 earnings per share. As a group, 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 company also recently announced 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 is an increase from New York Times's previous quarterly dividend of $0.18. 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%. New York Times's dividend payout ratio is 34.45%.

Insider Activity at New York Times

In other news, Chairman Arthur G. Sulzberger sold 13,000 shares of the business's stock in a transaction dated 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 owned 172,338 shares in the company, valued at approximately $13,778,423.10. The trade was a 7.01% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP William Bardeen sold 13,000 shares of the 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 sale, the executive vice president directly owned 18,681 shares of the company's stock, valued at approximately $1,486,260.36. This trade represents a 41.03% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 27,913 shares of company stock worth $2,214,369. 1.90% of the stock is owned by insiders.

Analyst Ratings Changes

A number of analysts recently commented on the company. Weiss Ratings reaffirmed a "buy (b)" rating on shares of New York Times in a research note on Thursday, January 22nd. Wall Street Zen lowered shares of New York Times from a "buy" rating to a "hold" rating in a report on Saturday, March 7th. Barclays lifted their price target on shares of New York Times from $55.00 to $60.00 and gave the stock an "equal weight" rating in a report on Tuesday, January 20th. Morgan Stanley set a $68.00 price objective on shares of New York Times in a research report on Thursday, December 18th. Finally, Citigroup reduced their price objective on shares of New York Times from $81.00 to $77.00 and set a "buy" rating on the stock in a research note on Thursday, February 5th. One research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and four have given a Hold rating to the company. According to MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus target price of $68.43.

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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