The New York Times Company $NYT Shares Sold by Danske Bank A S

Danske Bank A S trimmed its stake in shares of The New York Times Company (NYSE:NYT) by 94.4% during the fourth quarter, HoldingsChannel reports. The fund owned 1,400 shares of the company’s stock after selling 23,613 shares during the quarter. Danske Bank A S’s holdings in New York Times were worth $97,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently modified their holdings of the company. AQR Capital Management LLC raised 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. Two Sigma Investments LP grew its position in shares of New York Times by 98.5% in the 3rd quarter. Two Sigma Investments LP now owns 2,055,628 shares of the company’s stock worth $117,993,000 after acquiring an additional 1,020,031 shares in the last quarter. American Century Companies Inc. grew its position in shares of New York Times by 73.0% in the 3rd quarter. American Century Companies Inc. now owns 1,365,608 shares of the company’s stock worth $78,386,000 after acquiring an additional 576,466 shares in the last quarter. Qube Research & Technologies Ltd increased its holdings in shares of New York Times by 35.4% in the 3rd quarter. Qube Research & Technologies Ltd now owns 1,574,005 shares of the company’s stock valued at $90,348,000 after acquiring an additional 411,125 shares during the last quarter. Finally, UBS Group AG raised its position in shares of New York Times by 328.8% during the 4th quarter. UBS Group AG now owns 525,124 shares of the company’s stock valued at $36,454,000 after acquiring an additional 402,660 shares in the last quarter. Institutional investors own 95.37% of the company’s stock.

New York Times Trading Up 8.3%

Shares of NYSE NYT opened at $83.69 on Thursday. The New York Times Company has a 12-month low of $51.03 and a 12-month high of $87.10. The company has a market cap of $13.49 billion, a price-to-earnings ratio of 40.04, a price-to-earnings-growth ratio of 2.08 and a beta of 0.98. The stock’s 50 day simple moving average is $81.05 and its 200 day simple moving average is $71.98.

New York Times (NYSE:NYT) last issued its quarterly earnings data on Wednesday, May 6th. The company reported $0.61 EPS for the quarter, topping analysts’ consensus estimates of $0.49 by $0.12. The firm had revenue of $712.24 million during the quarter, compared to the consensus estimate of $699.93 million. New York Times had a return on equity of 20.73% and a net margin of 12.18%.The firm’s revenue was up 12.0% on a year-over-year basis. During the same period in the prior year, the business earned $0.41 EPS. As a group, equities analysts forecast that The New York Times Company will post 2.79 earnings per share for the current fiscal year.

Key New York Times News

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

• Positive Sentiment: Q1 results beat consensus — NYT reported $0.61 EPS vs. $0.49 expected and revenue of $712.2M (up ~12% YoY), topping Wall Street models; strong top- and bottom-line beats are the main driver of the stock strength. New York Times Co. (NYT) Q1 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Profit and growth driven by subscriptions and advertising — reports note net income of $87.9M and that subscription and ad revenue climbed, supporting margins and reinforcing the company’s digital-subscription-led growth story. New York Times Profit, Revenue Climb on Subscription, Advertising Growth
• Positive Sentiment: Management tone from the earnings call emphasized continued subscription and advertising momentum and was interpreted as constructive by investors. (Earnings call transcript available.) The New York Times Company (NYT) Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Company released formal results, slide deck and webcast materials — useful for model updates and analyst review but not a direct catalyst beyond the earnings beat. The New York Times Company Reports First-Quarter 2026 Results
• Negative Sentiment: Legal/reputational risk — the U.S. (EEOC) has sued NYT alleging discrimination in a hiring/promotion decision; this creates headline risk and potential legal costs, which could weigh on sentiment until resolved. U.S. Sues The New York Times, Claiming Discrimination Against a White Man
• Negative Sentiment: Options market activity shows elevated bearish positioning — unusually large purchase of put options (4,385 contracts, ~230% above average) suggests some investors are hedging or speculating on downside, adding short-term volatility risk.

Analysts Set New Price Targets

Several brokerages recently issued reports on NYT. Citigroup raised their price objective on New York Times from $77.00 to $94.00 and gave the stock a “buy” rating in a research note on Tuesday, March 24th. Evercore reissued an “outperform” rating on shares of New York Times in a report on Thursday, February 5th. JPMorgan Chase & Co. raised their price target on shares of New York Times from $71.00 to $74.00 and gave the stock an “overweight” rating in a research report on Thursday, February 5th. Wall Street Zen lowered shares of New York Times from a “buy” rating to a “hold” rating in a report on Saturday, March 7th. Finally, Bank of America initiated coverage on shares of New York Times in a research report on Wednesday, April 22nd. They set a “neutral” rating and a $84.00 price objective for the company. One equities research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $72.50.

Insider Transactions at New York Times

In related news, Chairman Arthur G. Sulzberger sold 13,000 shares of New York Times stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $79.95, for a total value of $1,039,350.00. Following the sale, the chairman directly owned 172,338 shares in the company, valued at $13,778,423.10. This trade represents a 7.01% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CAO R Anthony Benten sold 1,913 shares of the company’s stock in a transaction dated Tuesday, February 17th. The stock was 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 of the company’s stock, valued at approximately $2,778,886.04. This trade represents a 4.82% 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.