Ontario Teachers Pension Plan Board Sells 10,004 Shares of The New York Times Company $NYT

Ontario Teachers Pension Plan Board cut its stake in shares of The New York Times Company (NYSE:NYT) by 26.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 27,417 shares of the company’s stock after selling 10,004 shares during the period. Ontario Teachers Pension Plan Board’s holdings in New York Times were worth $1,574,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently modified their holdings of the stock. Employees Retirement System of Texas purchased a new position in New York Times during the 2nd quarter valued at $28,000. Hantz Financial Services Inc. grew its holdings in shares of New York Times by 4,591.7% in the second quarter. Hantz Financial Services Inc. now owns 563 shares of the company’s stock worth $32,000 after purchasing an additional 551 shares during the last quarter. True Wealth Design LLC lifted its holdings in New York Times by 519.6% during the 2nd quarter. True Wealth Design LLC now owns 570 shares of the company’s stock valued at $32,000 after buying an additional 478 shares in the last quarter. Nomura Asset Management Co. Ltd. boosted its position in New York Times by 86.8% in the 2nd quarter. Nomura Asset Management Co. Ltd. now owns 710 shares of the company’s stock valued at $40,000 after buying an additional 330 shares during the period. Finally, Geneos Wealth Management Inc. raised its stake in shares of New York Times by 690.7% during the first quarter. Geneos Wealth Management Inc. now owns 846 shares of the company’s stock valued at $42,000 after acquiring an additional 739 shares in the last quarter. Institutional investors own 95.37% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on the company. JPMorgan Chase & Co. upped their target price on New York Times from $71.00 to $74.00 and gave the stock an “overweight” rating in a report on Thursday, February 5th. UBS Group set a $62.00 price target on shares of New York Times in a research report on Thursday, November 6th. Weiss Ratings restated a “buy (b)” rating on shares of New York Times in a research note on Thursday, January 22nd. Morgan Stanley set a $68.00 target price on New York Times in a research report on Thursday, December 18th. Finally, Barclays upped their target price 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. Four equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, New York Times has a consensus rating of “Moderate Buy” and a consensus price target of $68.43.

New York Times Stock Performance

Shares of NYT opened at $75.47 on Thursday. The stock has a 50 day moving average price of $70.85 and a 200 day moving average price of $63.41. The New York Times Company has a one year low of $44.83 and a one year high of $75.58. The stock has a market capitalization of $12.25 billion, a price-to-earnings ratio of 36.11, a PEG ratio of 2.28 and a beta of 1.11.

New York Times (NYSE:NYT) last released its earnings results on Wednesday, February 4th. The company reported $0.89 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.88 by $0.01. The business 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 21.02%. The company’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 firm earned $0.80 earnings per share. On average, analysts predict that The New York Times Company will post 2.08 earnings per share for the current 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 issued a $0.23 dividend. This represents a $0.92 annualized dividend and a yield of 1.2%. The ex-dividend date is Wednesday, April 1st. This is an increase from New York Times’s previous quarterly dividend of $0.18. New York Times’s dividend payout ratio (DPR) is currently 34.45%.

Key Headlines Impacting New York Times

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

• Positive Sentiment: Berkshire Hathaway disclosed a new position of roughly 5.1 million NYT shares (about $350M) in its Q4 2025 13F filing — a clear institutional vote of confidence that is drawing investor attention and likely boosting demand for NYT shares. Berkshire & AI Hyperscalers
• Positive Sentiment: Widespread press coverage (Benzinga, Business Insider, WSJ and others) has amplified the story — positioning the purchase as Warren Buffett’s last major move as CEO and drawing momentum traders and value investors into NYT. Buffett’s Parting Gift To Berkshire Shareholders
• Neutral Sentiment: NYT’s newsroom output continues to produce high-engagement stories — recent pieces (Trump airport trademark, Seattle Seahawks sale process, and live avalanche coverage) can drive short-term traffic and subscription interest but are routine for the publisher and less likely to change fundamentals immediately. Donald J. Trump International Airport? The President’s Company Trademarked It.
• Neutral Sentiment: Additional NYT reporting on national issues (ICE warehouse purchases, noncitizen voting scrutiny, and California wealth‑tax coverage) sustains audience engagement and subscription value over time but is unlikely to produce abrupt share moves on its own. As ICE Buys Up Warehouses, Even Some Trump Voters Say No

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.