New York Times (NYSE:NYT) Reaches New 12-Month High – Still a Buy?

The New York Times Company (NYSE:NYT) reached a new 52-week high during mid-day trading on Monday . The company traded as high as $79.00 and last traded at $78.1820, with a volume of 5394 shares traded. The stock had previously closed at $77.99.

More New York Times News

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

• Positive Sentiment: Extensive live coverage and fact‑checks of the State of the Union should drive large, short‑term web traffic and subscriber conversions; live pages and real‑time updates increase pageviews and engagement. State of the Union Live Updates: Trump Heralds Economic and Border Policies While Deriding Democrats
• Positive Sentiment: Multiple follow-up pieces (takeaways, full transcript, analysis) extend audience dwell time and provide recurring entry points for subscribers and search traffic. 6 Takeaways From Trump’s State of the Union
• Positive Sentiment: Cultural and entertainment reaction coverage (e.g., late‑night/celebrity responses) broadens audience beyond political readers and supports social sharing. Jimmy Kimmel Goes Live After a Super Long State of the Union
• Positive Sentiment: Sports and Athletic coverage (club and Olympics stories) continue to diversify content offerings and subscriber appeal outside hard news, supporting retention. Atletico Madrid are evolving, but still cannot be written off
• Neutral Sentiment: Broader political reporting (guest lists, polling, Pentagon spending, opinion) sustains engagement but has less immediate monetization impact than live SOTU coverage. Trump, Bruised and Unpopular, Turns to State of the Union for a Reset
• Negative Sentiment: Highly partisan and contentious coverage (boycotts, rallies, sharp opinion framing) can be polarizing and, over time, may prompt some subscription cancellations or advertiser sensitivity in certain categories. Democrats, Boycotting Trump’s Speech, Rally Outside the Capitol

Analysts Set New Price Targets

A number of research analysts have recently weighed in on NYT shares. Argus raised shares of New York Times to a “strong-buy” rating in a research report on Thursday, February 19th. Evercore reissued an “outperform” rating on shares of New York Times in a report on Thursday, February 5th. UBS Group set a $62.00 target price on New York Times in a research note on Thursday, November 6th. Guggenheim set a $63.00 price target on New York Times and gave the stock a “neutral” rating in a research note on Wednesday, February 4th. Finally, JPMorgan Chase & Co. lifted their price objective on New York Times from $71.00 to $74.00 and gave the stock an “overweight” rating in a report on Thursday, February 5th. One investment analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $68.43.

New York Times Trading Up 0.7%

The firm has a market cap of $12.30 billion, a P/E ratio of 36.26, a price-to-earnings-growth ratio of 2.33 and a beta of 1.11. The stock’s fifty day moving average is $71.53 and its two-hundred day moving average is $63.99.

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

New York Times Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 16th. Shareholders of record on Wednesday, April 1st will be issued a $0.23 dividend. This represents a $0.92 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Wednesday, April 1st. This is an increase from New York Times’s previous quarterly dividend of $0.18. New York Times’s payout ratio is 34.45%.

Insider Activity at New York Times

In related news, CAO R Anthony Benten sold 1,913 shares of the company’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $73.57, for a total value of $140,739.41. Following the transaction, the chief accounting officer directly 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 document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 1.90% of the company’s stock.

Hedge Funds Weigh In On New York Times

A number of hedge funds and other institutional investors have recently bought and sold shares of NYT. Navalign LLC bought a new stake in shares of New York Times during the 4th quarter worth $25,000. Employees Retirement System of Texas bought a new position in New York Times in the second quarter valued at $28,000. True Wealth Design LLC raised its position in New York Times by 519.6% during the second quarter. True Wealth Design LLC now owns 570 shares of the company’s stock valued at $32,000 after purchasing an additional 478 shares in the last quarter. Hantz Financial Services Inc. lifted its stake in New York Times by 4,591.7% during the second quarter. Hantz Financial Services Inc. now owns 563 shares of the company’s stock worth $32,000 after purchasing an additional 551 shares during the last quarter. Finally, Cornerstone Planning Group LLC boosted its holdings 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 worth $32,000 after purchasing an additional 190 shares in the last quarter. Hedge funds and other institutional investors own 95.37% 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.