The New York Times Company $NYT Stock Holdings Cut by Baillie Gifford & Co.

Baillie Gifford & Co. cut its position in shares of The New York Times Company (NYSE:NYT) by 2.5% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 3,145,974 shares of the company’s stock after selling 79,278 shares during the quarter. Baillie Gifford & Co.’s holdings in New York Times were worth $180,579,000 as of its most recent filing with the SEC.

Other institutional investors have also modified their holdings of the company. AQR Capital Management LLC boosted its stake in New York Times by 78.1% during the second quarter. AQR Capital Management LLC now owns 4,187,888 shares of the company’s stock valued at $233,265,000 after buying an additional 1,836,788 shares in the last quarter. Abrams Bison Investments LLC bought a new position in shares of New York Times during the 2nd quarter valued at about $78,932,000. Boston Trust Walden Corp bought a new position in shares of New York Times during the 3rd quarter valued at about $58,209,000. Marshall Wace LLP grew its stake in shares of New York Times by 62.5% in the 2nd quarter. Marshall Wace LLP now owns 1,858,061 shares of the company’s stock worth $104,014,000 after purchasing an additional 714,366 shares during the last quarter. Finally, American Century Companies Inc. raised its holdings in shares of New York Times by 502.2% in the 2nd quarter. American Century Companies Inc. now owns 789,142 shares of the company’s stock worth $44,176,000 after purchasing an additional 658,102 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• Positive Sentiment: Breaking political drama tied to President Trump (he rescinded Canada’s invitation to his “Board of Peace” at Davos) is generating heavy national and international attention, a type of story that typically boosts NYT homepage traffic and subscriptions. Trump Rescinds Canada’s Invitation to Join His ‘Board of Peace’
• Positive Sentiment: Controversy over a White House–posted altered photo of an arrested Minnesota protester is driving trust-and-ethics coverage — high engagement topics that tend to increase subscriptions and time-on-site for investigative and media-reporting outlets like NYT. White House Posts Altered Photo Showing Arrested Minnesota Protester Crying
• Positive Sentiment: The Athletic’s coverage of major sports changes — notably how the College Football Playoff will change in 2026 — is subscriber-relevant content that supports The Athletic’s retention and new-signup potential. How the CFP will be different in 2026: Changes for Notre Dame, auto-bids and money distribution
• Positive Sentiment: NFL playoff prediction pieces and NBA coverage (e.g., Steph Curry/Warriors context after an opponent injury) provide steady, high-frequency engagement for sports subscribers. NFL insider playoff predictions: Coaches, execs pick AFC, NFC Championship winners
• Neutral Sentiment: Regional reporting such as hundreds of Minnesota businesses protesting ICE is civic-focused coverage that may lift local engagement but is unlikely to move revenue materially. ‘Enough Is Enough’: Hundreds of Minnesota Businesses Take Stand Against ICE
• Neutral Sentiment: Practical coverage about an approaching winter storm and its effect on the aviation system can drive short-term traffic spikes in travel/news sections but is cyclical. The Aviation System Is Preparing for Storm-Driven Chaos
• Negative Sentiment: Global press-freedom pressures (example: a Filipino journalist sentenced to prison) highlight rising risks for independent media worldwide; while the NYT reports on these issues (which can increase engagement), a worsening regulatory environment for press generally is a long-term negative for media companies. Filipino Journalist Gets Prison in Case Seen as Attack on Free Press

New York Times Price Performance

NYSE NYT opened at $72.24 on Friday. The firm has a market capitalization of $11.73 billion, a price-to-earnings ratio of 35.24, a price-to-earnings-growth ratio of 1.55 and a beta of 1.12. The company has a 50 day simple moving average of $68.22 and a 200-day simple moving average of $61.07. The New York Times Company has a 52-week low of $44.83 and a 52-week high of $72.32.

New York Times (NYSE:NYT) last released its quarterly earnings data on Wednesday, November 5th. The company reported $0.59 earnings per share for the quarter, beating 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 for the quarter, compared to analyst estimates of $692.01 million. During the same quarter in the prior year, the business earned $0.45 EPS. The company’s revenue for the quarter was up 9.5% compared to the same quarter last year. On average, 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 disclosed a quarterly dividend, which was paid on Friday, January 16th. Investors of record on Tuesday, January 6th were issued a dividend of $0.18 per share. This represents a $0.72 annualized dividend and a dividend yield of 1.0%. The ex-dividend date was Tuesday, January 6th. New York Times’s dividend payout ratio (DPR) is currently 35.12%.

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on NYT shares. Weiss Ratings restated a “buy (b)” rating on shares of New York Times in a report on Wednesday, October 8th. Morgan Stanley set a $68.00 price objective on New York Times in a research report on Thursday, December 18th. Citigroup lifted their target price on New York Times from $72.00 to $81.00 and gave the stock a “buy” rating in a report on Tuesday, December 23rd. Barclays boosted their target price on New York Times from $55.00 to $60.00 and gave the stock an “equal weight” rating in a research report on Tuesday. Finally, JPMorgan Chase & Co. increased their price target on New York Times from $70.00 to $71.00 and gave the company an “overweight” rating in a research report on Thursday, November 6th. Four investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $66.43.

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.