Geode Capital Management LLC Has $272.35 Million Holdings in The New York Times Company $NYT

Posted by Kyle Jackson on Jun 3rd, 2026

Geode Capital Management LLC grew its stake in shares of The New York Times Company (NYSE:NYT – Free Report) by 1.3% in the 4th quarter, HoldingsChannel reports. The fund owned 3,922,565 shares of the company’s stock after purchasing an additional 50,389 shares during the quarter. Geode Capital Management LLC’s holdings in New York Times were worth $272,347,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently bought and sold shares of NYT. Navalign LLC acquired a new stake in New York Times during the fourth quarter worth approximately $25,000. Cornerstone Planning Group LLC boosted its stake in shares of New York Times by 74.2% in the fourth quarter. Cornerstone Planning Group LLC now owns 446 shares of the company’s stock valued at $32,000 after buying an additional 190 shares during the period. International Assets Investment Management LLC bought a new stake in shares of New York Times in the fourth quarter valued at approximately $32,000. SOA Wealth Advisors LLC. bought a new stake in shares of New York Times in the fourth quarter valued at approximately $34,000. Finally, Larson Financial Group LLC boosted its stake in shares of New York Times by 59.6% in the third quarter. Larson Financial Group LLC now owns 656 shares of the company’s stock valued at $38,000 after buying an additional 245 shares during the period. 95.37% of the stock is currently owned by institutional investors and hedge funds.

New York Times Stock Up 1.5%

Shares of New York Times stock opened at $76.35 on Tuesday. The New York Times Company has a twelve month low of $51.03 and a twelve month high of $87.10. The stock has a market cap of $12.36 billion, a price-to-earnings ratio of 32.77, a P/E/G ratio of 1.57 and a beta of 0.98. The company’s fifty day moving average is $79.75 and its 200 day moving average is $74.27.

New York Times (NYSE:NYT – Get Free Report) last issued its quarterly earnings data on Wednesday, May 6th. The company reported $0.61 earnings per share for the quarter, topping the consensus estimate of $0.49 by $0.12. New York Times had a net margin of 13.18% and a return on equity of 22.02%. The company had revenue of $712.24 million for the quarter, compared to analysts’ expectations of $699.93 million. During the same quarter in the previous year, the firm posted $0.41 earnings per share. New York Times’s revenue for the quarter was up 12.0% on a year-over-year basis. As a group, equities analysts anticipate that The New York Times Company will post 2.9 earnings per share for the current fiscal year.

Insider Buying and Selling at New York Times

In related news, EVP William Bardeen sold 4,121 shares of the business’s stock in a transaction on Tuesday, May 12th. The shares were sold at an average price of $77.85, for a total value of $320,819.85. Following the sale, the executive vice president owned 14,560 shares of the company’s stock, valued at $1,133,496. The trade was a 22.06% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director David S. Perpich sold 9,000 shares of the business’s stock in a transaction on Monday, May 11th. The stock was sold at an average price of $77.06, for a total transaction of $693,540.00. Following the completion of the sale, the director directly owned 28,469 shares in the company, valued at approximately $2,193,821.14. This represents a 24.02% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 1.90% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on NYT. Wall Street Zen upgraded New York Times from a “hold” rating to a “buy” rating in a research note on Saturday, May 9th. Guggenheim increased their price objective on shares of New York Times from $63.00 to $70.00 and gave the stock a “neutral” rating in a research note on Thursday, May 7th. Argus upgraded shares of New York Times to a “strong-buy” rating in a research note on Thursday, February 19th. Morgan Stanley set a $90.00 price objective on shares of New York Times in a research note on Thursday, May 7th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of New York Times in a research note on Tuesday, April 21st. One analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat, New York Times has an average rating of “Moderate Buy” and a consensus target price of $81.67.

Read Our Latest Stock Report on NYT

New York Times News Roundup

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

Positive Sentiment: The company’s publisher publicly criticized AI firms for “brazen theft” of news content, reinforcing NYT’s push to protect its journalism business and potentially strengthen its negotiating position around licensing and copyright. New York Times publisher slams AI companies’ ‘brazen theft’ from news outlets
Neutral Sentiment: Several new pieces from The New York Times and The Athletic highlight continued content production across politics, sports, entertainment, and culture, underscoring the breadth of the company’s subscription and advertising portfolio, though they do not appear to be a major direct stock catalyst. Article: Ben Brown levels up, Lucas Erceg is droppable and more fantasy baseball takeaways
Neutral Sentiment: Additional reporting on topics like U.S. politics and European soccer unrest adds to audience engagement, but these articles are unlikely to materially affect NYT’s financial outlook on their own. Article: They Voted for Trump. Here’s How They Feel About High Gas Prices.
Negative Sentiment: Investors were also alerted to a law-firm investigation into The New York Times Company, which can create legal uncertainty and headline risk for shares. Article: NYT Investors Have the Opportunity to Join Investigation of The New York Times Company with the Schall Law Firm

New York Times Profile

(Free Report)

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.