Egerton Capital UK LLP Purchases Shares of 1,410,003 The New York Times Company $NYT

Egerton Capital UK LLP purchased a new stake in The New York Times Company (NYSE:NYT) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 1,410,003 shares of the company’s stock, valued at approximately $97,882,000. New York Times comprises 1.1% of Egerton Capital UK LLP’s holdings, making the stock its 21st largest holding.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in NYT. AQR Capital Management LLC increased its stake in New York Times by 78.1% in the 2nd 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 during the last quarter. Two Sigma Investments LP increased its stake in 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 valued at $117,993,000 after buying an additional 1,020,031 shares during the last quarter. Goldman Sachs Group Inc. increased its stake in New York Times by 77.2% in the 4th quarter. Goldman Sachs Group Inc. now owns 1,924,396 shares of the company’s stock valued at $133,592,000 after buying an additional 838,305 shares during the last quarter. American Century Companies Inc. increased its stake in 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 valued at $78,386,000 after buying an additional 576,466 shares during the last quarter. Finally, Qube Research & Technologies Ltd increased its stake in 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 buying an additional 411,125 shares during the last quarter. 95.37% of the stock is currently owned by institutional investors and hedge funds.

New York Times Price Performance

New York Times stock opened at $76.79 on Monday. The firm has a market capitalization of $12.43 billion, a PE ratio of 32.96, a P/E/G ratio of 1.59 and a beta of 0.95. The company’s 50-day moving average is $79.14 and its 200-day moving average is $74.61. The New York Times Company has a fifty-two week low of $51.03 and a fifty-two week high of $87.10.

New York Times (NYSE:NYT) last announced its earnings results on Wednesday, May 6th. The company reported $0.61 EPS for the quarter, topping the consensus estimate of $0.49 by $0.12. The business had revenue of $712.24 million during the quarter, compared to the consensus estimate of $699.93 million. New York Times had a net margin of 13.18% and a return on equity of 22.02%. New York Times’s revenue was up 12.0% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.41 EPS. As a group, analysts expect that The New York Times Company will post 2.93 EPS for the current year.

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on NYT shares. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $95.00 price target on shares of New York Times in a research note on Thursday, May 7th. Evercore restated an “outperform” rating and set a $92.00 price objective on shares of New York Times in a research note on Thursday, May 7th. Bank of America initiated coverage on shares of New York Times in a research note on Wednesday, April 22nd. They set a “neutral” rating and a $84.00 price objective on the stock. Wall Street Zen upgraded shares of New York Times from a “hold” rating to a “buy” rating in a research note on Saturday, May 9th. Finally, JPMorgan Chase & Co. boosted their price objective on shares of New York Times from $74.00 to $82.00 and gave the stock an “overweight” rating in a research note on Friday, May 29th. One analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $81.67.

Insider Buying and Selling

In related news, EVP William Bardeen sold 4,121 shares of New York Times stock in a transaction dated Tuesday, May 12th. The shares were sold at an average price of $77.85, for a total transaction of $320,819.85. Following the completion of the sale, the executive vice president owned 14,560 shares of the company’s stock, valued at approximately $1,133,496. The trade was a 22.06% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director David S. Perpich sold 9,000 shares of New York Times stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $77.06, for a total transaction of $693,540.00. Following the sale, the director directly owned 28,469 shares of the company’s stock, valued at $2,193,821.14. The trade was a 24.02% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 17,121 shares of company stock valued at $1,310,920. Company insiders own 1.90% of the company’s stock.

New York Times News Roundup

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

• Negative Sentiment: The Schall Law Firm said it is investigating potential breaches of fiduciary duty by The New York Times Company’s directors and management, which can create uncertainty and weigh on investor sentiment. NYT Investors Have the Opportunity to Join Investigation of The New York Times Company with the Schall Law Firm
• Neutral Sentiment: Several New York Times articles on elections and politics were published over the past day, including live primary results and Washington coverage, but these are routine content updates and are unlikely to materially affect NYT’s business outlook. Montana U.S. Senate Primary 2026: Live Election Results
• Neutral Sentiment: Zacks noted that NYT has fallen since its last earnings report, suggesting the market is still digesting recent results and looking for the next catalyst. Why Is New York Times (NYT) Down 6.2% Since Last Earnings Report?

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.