Traders Purchase Large Volume of Call Options on New York Times (NYSE:NYT)

The New York Times Company (NYSE:NYT) saw unusually large options trading on Wednesday. Traders bought 18,448 call options on the company. This is an increase of 1,071% compared to the average volume of 1,576 call options.

New York Times Price Performance

Shares of NYT traded down $10.90 during trading hours on Wednesday, hitting $64.71. The stock had a trading volume of 2,547,877 shares, compared to its average volume of 2,066,561. New York Times has a 1-year low of $54.10 and a 1-year high of $87.10. The firm has a market capitalization of $10.47 billion, a P/E ratio of 27.77, a price-to-earnings-growth ratio of 1.56 and a beta of 0.95. The firm has a 50 day simple moving average of $73.89 and a 200-day simple moving average of $76.31.

New York Times (NYSE:NYT) last posted its quarterly earnings results on Wednesday, August 5th. The company reported $0.69 earnings per share for the quarter, topping analysts’ consensus estimates of $0.66 by $0.03. The business had revenue of $762.46 million for the quarter, compared to the consensus estimate of $752.01 million. New York Times had a return on equity of 22.02% and a net margin of 13.18%.The firm’s revenue for the quarter was up 11.2% on a year-over-year basis. During the same period in the prior year, the business earned $0.58 EPS. Equities analysts predict that New York Times will post 2.93 EPS for the current fiscal year.

New York Times Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, July 23rd. Stockholders of record on Wednesday, July 8th were issued a dividend of $0.23 per share. The ex-dividend date was Wednesday, July 8th. This represents a $0.92 annualized dividend and a dividend yield of 1.4%. New York Times’s payout ratio is currently 39.48%.

New York Times News Roundup

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

• Positive Sentiment: Q2 earnings and revenue beat expectations. NYT reported adjusted earnings of $0.69 per share, exceeding the $0.66 consensus estimate and rising from $0.58 a year earlier. Revenue reached $762.46 million, ahead of the $752.01 million forecast and up 11.2% year over year. New York Times Q2 Earnings Results
• Positive Sentiment: Profitability improved. The company posted a 13.18% net margin and 22.02% return on equity, while revenue growth and year-over-year EPS gains suggest continued benefits from its digital subscription and advertising businesses. The New York Times Company Reports Second-Quarter 2026 Results
• Neutral Sentiment: Subscriber momentum slowed sequentially. Although the company produced higher revenue and profit, the deceleration in subscriber growth raises questions about customer acquisition costs, retention and how quickly NYT can expand beyond its core news audience. New York Times Posts Higher Revenue, as Subscriber Growth Slows
• Neutral Sentiment: Content breadth remains a strategic asset. Recent coverage spans politics, international affairs, climate, technology, sports and culture, potentially supporting engagement and subscription value, but the provided articles offer no direct financial guidance or measurable effect on NYT results.

Insider Buying and Selling

In related news, EVP Jacqueline M. Welch sold 4,000 shares of the company’s stock in a transaction that occurred on Wednesday, June 3rd. The stock was sold at an average price of $74.14, for a total value of $296,560.00. Following the sale, the executive vice president directly owned 23,873 shares in the company, valued at $1,769,944.22. This represents a 14.35% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP William Bardeen sold 4,121 shares of the stock in a transaction that occurred on Tuesday, May 12th. The shares were sold at an average price of $77.85, for a total transaction of $320,819.85. Following the sale, the executive vice president directly owned 14,560 shares of the company’s stock, valued at $1,133,496. This represents a 22.06% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 17,121 shares of company stock valued at $1,310,920 over the last ninety days. 1.90% of the stock is owned by company insiders.

Hedge Funds Weigh In On New York Times

A number of large investors have recently modified their holdings of NYT. Pinnacle Wealth Management Advisory Group LLC increased its stake in New York Times by 4.2% during the 1st quarter. Pinnacle Wealth Management Advisory Group LLC now owns 3,366 shares of the company’s stock valued at $282,000 after purchasing an additional 135 shares in the last quarter. Andina Capital Management LLC lifted its stake in shares of New York Times by 1.7% in the fourth quarter. Andina Capital Management LLC now owns 8,814 shares of the company’s stock valued at $612,000 after buying an additional 147 shares in the last quarter. Jackson Thornton Wealth Management LLC grew its holdings in shares of New York Times by 3.5% during the fourth quarter. Jackson Thornton Wealth Management LLC now owns 4,355 shares of the company’s stock valued at $302,000 after buying an additional 148 shares during the last quarter. Bessemer Group Inc. grew its holdings in shares of New York Times by 34.4% during the first quarter. Bessemer Group Inc. now owns 687 shares of the company’s stock valued at $58,000 after buying an additional 176 shares during the last quarter. Finally, Brown Advisory Inc. increased its position in shares of New York Times by 1.1% during the fourth quarter. Brown Advisory Inc. now owns 17,944 shares of the company’s stock worth $1,246,000 after acquiring an additional 189 shares in the last quarter. 95.37% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on NYT shares. Morgan Stanley set a $90.00 price objective on shares of New York Times in a research report on Thursday, May 7th. Weiss Ratings restated a “buy (b)” rating on shares of New York Times in a report on Friday, July 17th. Citigroup reaffirmed a “neutral” rating on shares of New York Times in a research report on Wednesday, June 24th. JPMorgan Chase & Co. increased their price target on New York Times from $74.00 to $82.00 and gave the stock an “overweight” rating in a report on Friday, May 29th. Finally, Evercore reissued an “outperform” rating and issued a $92.00 price objective on shares of New York Times in a research report on Thursday, May 7th. Two analysts have rated the stock with a Strong Buy rating, four have given a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $83.22.

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.