AIA Group Ltd Reduces Position in The New York Times Company $NYT

AIA Group Ltd decreased its holdings in The New York Times Company (NYSE:NYT) by 11.1% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 50,078 shares of the company’s stock after selling 6,250 shares during the quarter. AIA Group Ltd’s holdings in New York Times were worth $2,874,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Tudor Investment Corp ET AL lifted its position in shares of New York Times by 702.3% during the third quarter. Tudor Investment Corp ET AL now owns 402,689 shares of the company’s stock worth $23,114,000 after purchasing an additional 352,496 shares during the last quarter. Allworth Financial LP increased its holdings in New York Times by 124.6% in the third quarter. Allworth Financial LP now owns 2,293 shares of the company’s stock valued at $132,000 after buying an additional 1,272 shares during the last quarter. IFP Advisors Inc raised its stake in New York Times by 3.3% during the third quarter. IFP Advisors Inc now owns 27,317 shares of the company’s stock valued at $1,568,000 after buying an additional 877 shares in the last quarter. Swiss Life Asset Management Ltd lifted its holdings in New York Times by 72.5% during the 3rd quarter. Swiss Life Asset Management Ltd now owns 6,893 shares of the company’s stock worth $396,000 after buying an additional 2,898 shares during the last quarter. Finally, Polar Asset Management Partners Inc. bought a new position in New York Times during the 3rd quarter worth approximately $2,091,000. Hedge funds and other institutional investors own 95.37% of the company’s stock.

New York Times Trading Up 1.0%

Shares of New York Times stock opened at $81.23 on Friday. The stock has a market capitalization of $13.19 billion, a price-to-earnings ratio of 38.87, a PEG ratio of 2.49 and a beta of 1.09. The New York Times Company has a twelve month low of $44.83 and a twelve month high of $82.74. The business’s 50 day simple moving average is $74.81 and its 200-day simple moving average is $66.33.

New York Times (NYSE:NYT) last released its quarterly earnings data on Wednesday, February 4th. The company reported $0.89 earnings per share (EPS) for the quarter, beating 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 return on equity of 20.73% and a net margin of 12.18%.The business’s revenue for the quarter was up 10.4% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.80 EPS. Sell-side 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 company also recently declared a quarterly dividend, which will be paid on Thursday, April 16th. Stockholders of record on Wednesday, April 1st will be issued a dividend of $0.23 per share. This represents a $0.92 annualized dividend and a dividend yield of 1.1%. This is a positive change from New York Times’s previous quarterly dividend of $0.18. The ex-dividend date of this dividend is Wednesday, April 1st. New York Times’s dividend payout ratio is presently 34.45%.

Key New York Times News

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

• Positive Sentiment: Extensive live sports coverage—The Times’ March Madness first-round live updates and watch guides drive heavy real-time engagement and pageviews during the NCAA tournament, which historically increases short-term digital traffic and subscriber conversions. Men’s March Madness 2026 first round scores, live updates
• Positive Sentiment: Breaking international coverage increases readership—Ongoing Iran-war live updates and reporting on U.S. efforts to manage an energy-market shock are front-page topics that attract subscribers and advertisers during geopolitical crises. That surge in demand for trusted news tends to support NYT’s subscription growth and ad revenue. Iran War Live Updates
• Positive Sentiment: Policy and defense reporting with economic implications—Coverage that the Pentagon is seeking large funding to support conflict-related operations draws engaged, paying readers interested in politics and markets, potentially lifting metered article conversions. Pentagon Seeks $200 Billion to Fund Iran War
• Neutral Sentiment: Political nuance coverage keeps engagement but is less directly monetizable—Stories such as President Trump saying he won’t send troops to Iran (but leaving wiggle room) and other political analysis generate attention and time-on-site, but conversion impact is mixed depending on audience. Trump Says He Won’t Send Troops to Iran But Leaves Wiggle Room
• Neutral Sentiment: Feature and culture pieces sustain subscriptions but have slower revenue effects—Long-form tech and culture reporting (for example, retrospectives on the metaverse) maintain subscriber loyalty but are unlikely to produce immediate traffic spikes comparable to breaking news. The Long Farewell to Mark Zuckerberg’s Metaverse
• Negative Sentiment: AI-agent reporting raises editorial and business risk—A Times story on A.I. agents impersonating relatives highlights growing concerns about misinformation, bot-driven interaction and potential erosion of trust in digital content. For a news publisher, reputational risk and the accelerating presence of AI in content distribution could pressure subscription sentiment and long-term costs for verification and product investment. Sorry, Mom. You’re Chatting With an A.I. Agent, Not Your Son.

Wall Street Analyst Weigh In

NYT has been the subject of a number of research analyst reports. Argus upgraded New York Times to a “strong-buy” rating in a report on Thursday, February 19th. Morgan Stanley set a $68.00 price objective on New York Times in a research note on Thursday, December 18th. Citigroup decreased their price objective on shares of New York Times from $81.00 to $77.00 and set a “buy” rating for the company in a report on Thursday, February 5th. Guggenheim set a $63.00 target price on shares of New York Times and gave the company a “neutral” rating in a research note on Wednesday, February 4th. Finally, Evercore reissued an “outperform” rating on shares of New York Times in a report on Thursday, February 5th. One research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $68.43.

Insider Transactions at New York Times

In other news, CAO R Anthony Benten sold 1,913 shares of the company’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $73.57, for a total transaction of $140,739.41. Following the completion of the transaction, the chief accounting officer owned 37,772 shares in the company, valued at approximately $2,778,886.04. This 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 accessible through the SEC website. Also, Chairman Arthur G. Sulzberger sold 13,000 shares of the stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $79.95, for a total transaction of $1,039,350.00. Following the completion of the sale, the chairman directly owned 172,338 shares in the company, valued at approximately $13,778,423.10. This trade represents a 7.01% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 27,913 shares of company stock worth $2,214,369. Insiders own 1.90% of the company’s stock.

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.