Voya Investment Management LLC Sells 66,329 Shares of The New York Times Company $NYT

Voya Investment Management LLC trimmed its stake in The New York Times Company (NYSE:NYT) by 24.7% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 202,651 shares of the company’s stock after selling 66,329 shares during the period. Voya Investment Management LLC owned 0.12% of New York Times worth $11,632,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Employees Retirement System of Texas acquired a new stake in shares of New York Times in the second quarter worth $28,000. Hantz Financial Services Inc. raised its holdings in New York Times by 4,591.7% in the 2nd quarter. Hantz Financial Services Inc. now owns 563 shares of the company’s stock worth $32,000 after acquiring an additional 551 shares during the period. True Wealth Design LLC lifted its position in New York Times by 519.6% during the 2nd quarter. True Wealth Design LLC now owns 570 shares of the company’s stock worth $32,000 after acquiring an additional 478 shares during the last quarter. Nomura Asset Management Co. Ltd. boosted its holdings in New York Times by 86.8% during the second 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. Finally, Geneos Wealth Management Inc. grew its position in shares of New York Times by 690.7% in the first quarter. Geneos Wealth Management Inc. now owns 846 shares of the company’s stock valued at $42,000 after purchasing an additional 739 shares during the last quarter. Institutional investors own 95.37% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on the company. Evercore ISI reissued an “outperform” rating on shares of New York Times in a research report on Thursday, November 6th. Morgan Stanley set a $68.00 price target on New York Times in a research report on Thursday. UBS Group set a $62.00 price objective on New York Times in a research report on Thursday, November 6th. Barclays boosted their target price on shares of New York Times from $52.00 to $55.00 and gave the stock an “equal weight” rating in a research report on Thursday, November 6th. Finally, Citigroup reissued a “buy” rating on shares of New York Times in a report on Tuesday. Four research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $64.43.

New York Times Stock Performance

NYSE:NYT opened at $70.49 on Tuesday. The company has a 50-day moving average of $62.30 and a 200-day moving average of $58.59. The New York Times Company has a 52 week low of $44.83 and a 52 week high of $71.07. The company has a market capitalization of $11.44 billion, a price-to-earnings ratio of 34.39, a PEG ratio of 1.76 and a beta of 1.16.

New York Times (NYSE:NYT) last posted its quarterly earnings results on Wednesday, November 5th. The company reported $0.59 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.54 by $0.05. New York Times had a net margin of 12.29% and a return on equity of 20.30%. The firm had revenue of $700.82 million during the quarter, compared to analyst estimates of $692.01 million. During the same quarter in the prior year, the business posted $0.45 earnings per share. The company’s quarterly revenue was up 9.5% compared to the same quarter last year. Sell-side analysts forecast that The New York Times Company will post 2.08 EPS for the current year.

New York Times Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, January 16th. Shareholders of record on Tuesday, January 6th will be paid a dividend of $0.18 per share. This represents a $0.72 annualized dividend and a yield of 1.0%. The ex-dividend date is Tuesday, January 6th. New York Times’s dividend payout ratio is currently 35.12%.

Key Stores Impacting New York Times

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

• Positive Sentiment: A reporter affiliated with The New York Times has filed a high-profile copyright lawsuit against major AI firms (Google, xAI, OpenAI, Anthropic, Meta, Perplexity), spotlighting the use of copyrighted material for AI training. That legal attention increases pressure on AI companies to negotiate licensing deals with publishers and content creators — a potential long-term revenue opportunity for NYT through licensing, partnerships or stricter enforcement of content rights. New York Times reporter sues Google, xAI, OpenAI over chatbot training
• Neutral Sentiment: The Times published coverage of an F.D.A. approval of a new weight-loss pill — a major health story that can drive short-term spikes in readership and subscriptions in health/consumer segments, but with unclear immediate impact on ad or subscription trends. F.D.A. Approves New Weight-Loss Pill
• Neutral Sentiment: Coverage questioning the safety and readiness of robot taxis after a San Francisco power outage (Waymo story) highlights continued reader interest in tech/regulation beats — steady traffic drivers for NYT’s tech reporting but not an immediate revenue lever. After Power Outage, San Francisco Wonders: Can Robot Taxis Handle a Big Earthquake?
• Neutral Sentiment: Major political and legal stories (Justice Dept. suing Illinois over immigration enforcement; high-profile federal motions around judge selection in other cases) fill NYT pages and sustain subscriber engagement, but they are routine drivers of news consumption rather than direct corporate catalysts. Justice Dept. Sues Illinois Over Law Limiting Immigration Enforcement
• Negative Sentiment: Broader media and political controversies (examples: program edits at other outlets or polarizing political coverage) can keep advertiser caution and politicized backlash on the table; combined with NYT trading near its 52-week high, these factors make the stock vulnerable to short-term profit-taking and volatility. (See recent coverage trends across politics/media.) ‘60 Minutes’ Pulled a Segment. A Correspondent Calls It ‘Political.’

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.