Teacher Retirement System of Texas Reduces Holdings in The New York Times Company $NYT

Teacher Retirement System of Texas reduced its holdings in shares of The New York Times Company (NYSE:NYT) by 6.8% in the third quarter, Holdings Channel reports. The institutional investor owned 139,222 shares of the company’s stock after selling 10,183 shares during the period. Teacher Retirement System of Texas’ holdings in New York Times were worth $7,991,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in the business. AQR Capital Management LLC grew its position in shares of New York Times by 78.1% during the 2nd quarter. AQR Capital Management LLC now owns 4,187,888 shares of the company’s stock valued at $233,265,000 after acquiring an additional 1,836,788 shares during the period. Abrams Bison Investments LLC purchased a new position in New York Times during the second quarter valued at $78,932,000. Boston Trust Walden Corp bought a new stake in New York Times during the third quarter valued at about $58,209,000. Marshall Wace LLP grew its holdings 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 purchasing an additional 714,366 shares during the period. Finally, American Century Companies Inc. increased its position in New York Times by 502.2% in the second quarter. American Century Companies Inc. now owns 789,142 shares of the company’s stock worth $44,176,000 after buying an additional 658,102 shares in the last quarter. 95.37% of the stock is currently owned by institutional investors.

New York Times Stock Performance

Shares of NYSE:NYT opened at $72.24 on Monday. The firm has a market cap of $11.73 billion, a price-to-earnings ratio of 35.24, a P/E/G ratio of 1.58 and a beta of 1.12. The firm has a fifty day moving average price of $68.22 and a 200 day moving average price of $61.14. The New York Times Company has a fifty-two week low of $44.83 and a fifty-two week high of $72.32.

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

New York Times Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, January 16th. Shareholders of record on Tuesday, January 6th were issued a dividend of $0.18 per share. This represents a $0.72 annualized dividend and a yield of 1.0%. The ex-dividend date was Tuesday, January 6th. New York Times’s dividend payout ratio (DPR) is currently 35.12%.

Analysts Set New Price Targets

NYT has been the topic of a number of analyst reports. Evercore ISI reaffirmed an “outperform” rating on shares of New York Times in a research report on Thursday, November 6th. JPMorgan Chase & Co. lifted their price target on shares of New York Times from $70.00 to $71.00 and gave the company an “overweight” rating in a report on Thursday, November 6th. UBS Group set a $62.00 price target on shares of New York Times in a research report on Thursday, November 6th. Barclays increased their price objective on shares of New York Times from $55.00 to $60.00 and gave the stock an “equal weight” rating in a research note on Tuesday, January 20th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of New York Times in a research note on Thursday. Four research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, New York Times has a consensus rating of “Moderate Buy” and an average target price of $66.43.

Trending Headlines about New York Times

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 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.