SG Americas Securities LLC Grows Position in The New York Times Company $NYT

SG Americas Securities LLC boosted its stake in shares of The New York Times Company (NYSE:NYT) by 176.1% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 58,027 shares of the company’s stock after acquiring an additional 37,010 shares during the period. SG Americas Securities LLC’s holdings in New York Times were worth $3,331,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of NYT. AQR Capital Management LLC lifted its stake in New York Times by 78.1% in the 2nd quarter. AQR Capital Management LLC now owns 4,187,888 shares of the company’s stock worth $233,265,000 after purchasing an additional 1,836,788 shares in the last quarter. Geode Capital Management LLC increased its holdings in shares of New York Times by 1.2% in the second quarter. Geode Capital Management LLC now owns 3,826,905 shares of the company’s stock worth $214,257,000 after purchasing an additional 46,249 shares during the last quarter. Burgundy Asset Management Ltd. lifted its position in shares of New York Times by 1.9% in the second quarter. Burgundy Asset Management Ltd. now owns 2,368,819 shares of the company’s stock worth $132,606,000 after buying an additional 43,595 shares in the last quarter. Acadian Asset Management LLC lifted its position in shares of New York Times by 26.5% in the second quarter. Acadian Asset Management LLC now owns 2,232,830 shares of the company’s stock worth $124,973,000 after buying an additional 467,492 shares in the last quarter. Finally, Marshall Wace LLP boosted its stake in New York Times by 62.5% during the second quarter. Marshall Wace LLP now owns 1,858,061 shares of the company’s stock valued at $104,014,000 after buying an additional 714,366 shares during the last quarter. 95.37% of the stock is currently owned by institutional investors.

New York Times Stock Performance

NYSE NYT opened at $70.51 on Tuesday. The business’s 50 day moving average price is $66.46 and its 200-day moving average price is $60.20. The New York Times Company has a fifty-two week low of $44.83 and a fifty-two week high of $71.90. The company has a market cap of $11.45 billion, a P/E ratio of 34.40, a P/E/G ratio of 1.55 and a beta of 1.12.

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

New York Times Announces Dividend

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

Wall Street Analysts Forecast Growth

NYT has been the topic of a number of research reports. Citigroup lifted their price objective on New York Times from $72.00 to $81.00 and gave the stock a “buy” rating in a research note on Tuesday, December 23rd. Morgan Stanley set a $68.00 target price on shares of New York Times in a report on Thursday, December 18th. UBS Group set a $62.00 price target on shares of New York Times in a research report on Thursday, November 6th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of New York Times in a research note on Wednesday, October 8th. Finally, Evercore ISI reiterated an “outperform” rating on shares of New York Times in a research report on Thursday, November 6th. Four analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, New York Times presently has an average rating of “Moderate Buy” and a consensus price target of $65.71.

More New York Times News

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

• Positive Sentiment: High-impact journalism (investigative/political coverage) — stories such as federal prosecutors opening an inquiry related to Fed Chair Jerome Powell tend to drive pageviews and subscriptions, which support NYT’s digital revenue growth. Federal Prosecutors Open Investigation Into Fed Chair Powell
• Positive Sentiment: Major international coverage (U.S. strikes, protests, conflicts) generates traffic spikes and advertising interest — timely foreign-policy reporting can boost short-term engagement. U.S. Launches Major Strikes on Islamic State Targets in Syria
• Positive Sentiment: Analyst/market coverage noting NYT’s relative performance — third‑party pieces comparing NYT to sector peers can attract investor attention and support sentiment if NYT is shown to be outpacing peers. Is The New York Times Company (NYT) Stock Outpacing Its Consumer Staples Peers This Year?
• Neutral Sentiment: Entertainment and lifestyle coverage (Golden Globes fashion, awards) and broad sports reporting drive consistent traffic but are less directly tied to durable subscriber gains. 15 Unforgettable Looks at the Golden Globes
• Neutral Sentiment: Extensive sports coverage (NBA, NFL, college) maintains engagement with loyal readers; useful for retention but less likely to move the stock alone. NBA Power Rankings: Timberwolves are contenders; preseason over/under check-in
• Negative Sentiment: Geopolitical and political risk (e.g., discussions of military options, regional instability) can heighten market volatility and weigh on ad spending cycles and multiples — a headwind for growth‑at‑a‑premium stocks like NYT. Trump Is Briefed on Options for Striking Iran as Protests Continue

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.