The New York Times Company (NYSE:NYT) Sees Significant Increase in Short Interest

The New York Times Company (NYSE:NYT) saw a significant growth in short interest during the month of February. As of February 13th, there was short interest totaling 9,683,104 shares, a growth of 19.6% from the January 29th total of 8,098,155 shares. Based on an average trading volume of 4,192,907 shares, the short-interest ratio is presently 2.3 days. Approximately 6.1% of the shares of the stock are short sold. Approximately 6.1% of the shares of the stock are short sold. Based on an average trading volume of 4,192,907 shares, the short-interest ratio is presently 2.3 days.

Key Stories Impacting New York Times

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

• Positive Sentiment: High-engagement election and interactive coverage is driving traffic and subscriber opportunities — the Times published multiple live/interactive results pages across key primaries and special elections (Texas, North Carolina, Massachusetts), which typically boost pageviews, ad impressions and subscriber acquisition during big political events. Texas 28th Primary Results Massachusetts Special Results
• Positive Sentiment: Investor-facing messaging: management presented at the Morgan Stanley Technology, Media & Telecom conference this week — presentations and the transcript provide analysts with updates on subscriber trends, product investment and monetization that can support multiple expansion if guidance/metrics look constructive. Conference Transcript
• Positive Sentiment: Underlying fundamentals remain supportive: the company recently reported quarter-over-quarter revenue and EPS growth with healthy digital subscriber trends (Q4 revenue and subscriber beats earlier this year), a structural tailwind for digital-first news publishers.
• Neutral Sentiment: Feature journalism and local stories (e.g., a Los Angeles graffiti-covered skyscraper sale) maintain engagement but have limited direct impact on near-term revenue. Graffiti-Covered Los Angeles Skyscrapers Find a Buyer
• Negative Sentiment: Widening Iran conflict is driving market volatility and an energy price spike; Asian markets plunged on energy fears, which is creating a risk-off tone that can pressure media stocks despite higher news consumption. Markets in Asia Plummet Oil and Natural Gas Rally
• Negative Sentiment: Persistent geopolitical headlines (detailed war coverage, casualties and military updates) create uncertainty for ad markets and corporate budgets; advertisers can cut or pause campaigns during sustained geopolitical shocks, which pressures near-term ad revenue despite higher traffic. These American Service Members Died in the Iran Conflict

Analyst Ratings Changes

NYT has been the topic of several research reports. UBS Group set a $62.00 price target on New York Times in a research note on Thursday, November 6th. Morgan Stanley set a $68.00 target price on shares of New York Times in a research report on Thursday, December 18th. JPMorgan Chase & Co. lifted their price target on shares of New York Times from $71.00 to $74.00 and gave the stock an “overweight” rating in a research report on Thursday, February 5th. Weiss Ratings restated a “buy (b)” rating on shares of New York Times in a report on Thursday, January 22nd. Finally, Argus raised shares of New York Times to a “strong-buy” rating in a report on Thursday, February 19th. One analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $68.43.

Insider Activity at New York Times

In other news, CAO R Anthony Benten sold 1,913 shares of the business’s stock in a transaction that occurred 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 transaction, the chief accounting officer directly owned 37,772 shares of the company’s stock, valued at $2,778,886.04. The trade was a 4.82% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 1.90% of the stock is owned by insiders.

Institutional Trading of New York Times

A number of large investors have recently bought and sold shares of the business. Navalign LLC bought a new position in New York Times in the fourth quarter valued at approximately $25,000. Employees Retirement System of Texas bought a new stake in New York Times in the 2nd quarter valued at $28,000. True Wealth Design LLC boosted its stake in New York Times by 519.6% in the 2nd quarter. True Wealth Design LLC now owns 570 shares of the company’s stock worth $32,000 after purchasing an additional 478 shares during the period. Hantz Financial Services Inc. boosted its stake 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 purchasing an additional 551 shares during the period. Finally, Cornerstone Planning Group LLC increased its holdings in New York Times by 74.2% during the 4th quarter. Cornerstone Planning Group LLC now owns 446 shares of the company’s stock worth $32,000 after purchasing an additional 190 shares in the last quarter. 95.37% of the stock is owned by institutional investors.

New York Times Stock Performance

NYSE:NYT traded down $0.37 during trading hours on Wednesday, hitting $81.04. The stock had a trading volume of 3,102,560 shares, compared to its average volume of 2,377,472. New York Times has a one year low of $44.83 and a one year high of $81.84. The company has a market cap of $13.16 billion, a price-to-earnings ratio of 38.78, a P/E/G ratio of 2.49 and a beta of 1.09. The business’s 50 day moving average is $72.45 and its 200-day moving average is $64.70.

New York Times (NYSE:NYT) last announced its quarterly 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 net margin of 12.18% and a return on equity of 21.02%. The company had revenue of $802.31 million for the quarter, compared to analysts’ expectations of $791.55 million. During the same period last year, the firm posted $0.80 earnings per share. The business’s quarterly revenue was up 10.4% compared to the same quarter last year. On average, sell-side analysts anticipate that New York Times will post 2.08 EPS for the current fiscal year.

New York Times Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 16th. Stockholders of record on Wednesday, April 1st will be given a dividend of $0.23 per share. This is an increase from New York Times’s previous quarterly dividend of $0.18. This represents a $0.92 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend is Wednesday, April 1st. New York Times’s payout ratio is 34.45%.

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.