The New York Times Company (NYSE:NYT) Receives Consensus Recommendation of “Moderate Buy” from Analysts

The New York Times Company (NYSE:NYT) has been given a consensus recommendation of “Moderate Buy” by the nine ratings firms that are covering the firm, MarketBeat.com reports. Four research analysts have rated the stock with a hold rating, four have assigned a buy rating and one has issued a strong buy rating on the company. The average twelve-month target price among analysts that have covered the stock in the last year is $68.4286.

A number of analysts have recently weighed in on NYT shares. Barclays raised their target price on New York Times from $55.00 to $60.00 and gave the company an “equal weight” rating in a research note on Tuesday, January 20th. Morgan Stanley set a $68.00 price objective on shares of New York Times in a research report on Thursday, December 18th. JPMorgan Chase & Co. boosted their target price on shares of New York Times from $71.00 to $74.00 and gave the stock an “overweight” rating in a research note on Thursday, February 5th. Argus raised shares of New York Times to a “strong-buy” rating in a research note on Thursday, February 19th. Finally, Guggenheim set a $63.00 price target on shares of New York Times and gave the company a “neutral” rating in a report on Wednesday, February 4th.

Key Headlines Impacting New York Times

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

• Positive Sentiment: Broad, high-engagement political coverage (State of the Union live and follow-ups) likely drove traffic and subscriber interest; heavy event coverage typically lifts pageviews and ad revenue. 6 Takeaways From Trump’s State of the Union
• Positive Sentiment: Health reporting on high-interest topics (GLP‑1/Ozempic and public-health leadership) can attract broad readership and subscriptions, strengthening the Times’ premium-news moat. Game-Changing Drugs
• Positive Sentiment: Breaking investigative/local stories (for example, the F.B.I. raid on the Los Angeles schools chief) tend to generate sustained engagement and subscriptions from targeted audiences. F.B.I. Raids Los Angeles Schools Chief’s Home and District Headquarters
• Positive Sentiment: Recent quarterly results (Feb. 4) showed revenue and EPS beats and double‑digit revenue growth, supporting a bullish fundamental case for multiple expansion and subscriber momentum.
• Neutral Sentiment: Regular features (books, music, sports, arts) — e.g., weekly book recommendations, sports and culture pieces — sustain steady engagement but are less likely to move the stock materially on their own. 7 New Books We Recommend This Week
• Neutral Sentiment: Other lifestyle and regional stories (arts, local arrests, design features) contribute to audience depth but have mixed monetization impact. Immigration Agents Arrest Student Inside Columbia Building, School Says
• Negative Sentiment: Short interest rose sharply in February (up ~19.6% to ~9.68M shares; ~6.1% of float), signaling growing bearish bets that could put downward pressure on the stock if sentiment shifts or news disappoints.

Insider Activity

In related news, CAO R Anthony Benten sold 1,913 shares of the firm’s stock in a transaction dated 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 owned 37,772 shares in the company, valued at $2,778,886.04. This trade represents a 4.82% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 1.90% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of the business. Navalign LLC acquired a new stake in shares of New York Times during the 4th quarter worth approximately $25,000. Employees Retirement System of Texas bought a new position in New York Times in the second quarter valued at approximately $28,000. True Wealth Design LLC grew 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 worth $32,000 after acquiring an additional 478 shares during the period. Hantz Financial Services Inc. raised its position in shares of New York Times by 4,591.7% during the 2nd quarter. Hantz Financial Services Inc. now owns 563 shares of the company’s stock valued at $32,000 after acquiring an additional 551 shares during the last quarter. Finally, Cornerstone Planning Group LLC lifted its stake in shares of New York Times by 74.2% in the 4th quarter. Cornerstone Planning Group LLC now owns 446 shares of the company’s stock valued at $32,000 after purchasing an additional 190 shares during the period. Institutional investors own 95.37% of the company’s stock.

New York Times Trading Up 2.0%

NYSE NYT opened at $78.89 on Friday. New York Times has a 1-year low of $44.83 and a 1-year high of $79.41. The company has a 50 day moving average of $71.86 and a 200-day moving average of $64.19. The firm has a market cap of $12.81 billion, a price-to-earnings ratio of 37.75, a PEG ratio of 2.40 and a beta of 1.11.

New York Times (NYSE:NYT) last released its quarterly earnings results on Wednesday, February 4th. The company reported $0.89 EPS for the quarter, topping analysts’ consensus estimates of $0.88 by $0.01. New York Times had a return on equity of 21.02% and a net margin of 12.18%.The business had revenue of $802.31 million for the quarter, compared to analyst estimates of $791.55 million. During the same period in the prior year, the company earned $0.80 EPS. New York Times’s revenue for the quarter was up 10.4% on a year-over-year basis. On average, analysts forecast that New York Times will post 2.08 earnings per share for the current year.

New York Times Increases Dividend

The company also recently announced 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. The ex-dividend date is Wednesday, April 1st. 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 1.2%. New York Times’s dividend payout ratio is presently 34.45%.

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.