Nisa Investment Advisors LLC Raises Stake in The New York Times Company $NYT

04 Apr 2026, 09:54 by Danessa Lincoln · The Markets Daily

Nisa Investment Advisors LLC boosted its stake in The New York Times Company (NYSE:NYT – Free Report) by 64.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 30,464 shares of the company’s stock after purchasing an additional 11,896 shares during the quarter. Nisa Investment Advisors LLC’s holdings in New York Times were worth $2,115,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also added to or reduced their stakes in the stock. Empowered Funds LLC bought a new stake in shares of New York Times during the first quarter valued at about $442,000. Focus Partners Wealth boosted its position in shares of New York Times by 52.2% in the first quarter. Focus Partners Wealth now owns 11,640 shares of the company’s stock valued at $577,000 after acquiring an additional 3,990 shares during the period. Geneos Wealth Management Inc. grew its stake in New York Times by 690.7% during the first quarter. Geneos Wealth Management Inc. now owns 846 shares of the company’s stock valued at $42,000 after acquiring an additional 739 shares in the last quarter. Northwestern Mutual Wealth Management Co. increased its holdings in New York Times by 71.7% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 4,070 shares of the company’s stock worth $228,000 after acquiring an additional 1,700 shares during the period. Finally, Norges Bank bought a new stake in New York Times during the 2nd quarter worth approximately $6,866,000. Hedge funds and other institutional investors own 95.37% of the company’s stock.

Insider Activity

In other New York Times news, CAO R Anthony Benten sold 1,913 shares of the business’s stock in a transaction 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 completion of the sale, the chief accounting officer directly owned 37,772 shares of the company’s stock, valued at $2,778,886.04. The trade was a 4.82% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP William Bardeen sold 13,000 shares of the company’s stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $79.56, for a total transaction of $1,034,280.00. Following the sale, the executive vice president owned 18,681 shares of the company’s stock, valued at approximately $1,486,260.36. The trade was a 41.03% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 27,913 shares of company stock valued at $2,214,369. Corporate insiders own 1.90% of the company’s stock.

New York Times Trading Down 0.0%

Shares of New York Times stock opened at $85.66 on Friday. The firm has a market capitalization of $13.81 billion, a PE ratio of 40.98, a price-to-earnings-growth ratio of 2.65 and a beta of 1.06. The New York Times Company has a 12 month low of $44.83 and a 12 month high of $86.17. The business’s 50-day moving average price is $77.58 and its 200-day moving average price is $68.24.

New York Times (NYSE:NYT – Get Free Report) last issued its earnings results on Wednesday, February 4th. The company reported $0.89 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.88 by $0.01. New York Times had a return on equity of 20.73% and a net margin of 12.18%.The business had revenue of $802.31 million during the quarter, compared to analyst estimates of $791.55 million. During the same quarter in the prior year, the firm earned $0.80 earnings per share. New York Times’s revenue for the quarter was up 10.4% on a year-over-year basis. As a group, analysts predict that The New York Times Company will post 2.08 earnings per share for the current fiscal year.

New York Times Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, April 16th. Stockholders of record on Wednesday, April 1st will be issued a $0.23 dividend. This represents a $0.92 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date is Wednesday, April 1st. This is a positive change from New York Times’s previous quarterly dividend of $0.18. New York Times’s dividend payout ratio (DPR) is presently 44.02%.

New York Times News Summary

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

Positive Sentiment: NYT’s reporting was cited by other outlets after a Reuters story said Elon Musk asked banks working on a SpaceX IPO to buy subscriptions to Grok — highlighting NYT’s scoop potential and driving referral traffic and credibility gains. Musk asks SpaceX IPO banks to buy Grok AI subscriptions, NYT reports
Positive Sentiment: Coverage of SpaceX’s IPO filing is a big traffic driver; major tech/finance stories typically boost pageviews and subscription sign-ups. SpaceX Files to Go Public, Setting Stage for Huge I.P.O.
Positive Sentiment: Extensive live coverage of the Iran conflict and related political developments (multiple live updates and analysis pieces) likely increased real-time traffic and engagement, supporting short-term advertising revenue and potential subscription conversions. Iran War Live Updates: American Rescued, Search for 2nd Underway, From Downed Jet
Positive Sentiment: Nasa/Artemis coverage (first Earth photos from Artemis II) is high-interest, broad-appeal content that typically lifts engagement beyond politics and business. NASA Unveils 1st Earth Photos From Artemis II: ‘You Look Beautiful.’
Neutral Sentiment: Political and legal coverage (Trump administration moves, elections, Pam Bondi coverage) continues to be a steady source of traffic but may be already priced in given sustained focus on these topics. Pam Bondi Wanted a Graceful Exit. But Trump Wanted Her Gone.
Neutral Sentiment: Macro coverage such as “Strong Jobs Numbers Make the Fed’s Job Easier” may affect advertiser sentiment broadly, but its direct short-term impact on NYT revenue is uncertain. Strong Jobs Numbers Make the Fed’s Job Easier

Analyst Upgrades and Downgrades

Several brokerages have commented on NYT. Evercore reissued an “outperform” rating on shares of New York Times in a report on Thursday, February 5th. JPMorgan Chase & Co. increased their price objective on 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 New York Times from a “buy” rating to a “hold” rating in a research note on Saturday, March 7th. Weiss Ratings restated a “buy (b)” rating on shares of New York Times in a research report on Thursday, January 22nd. Finally, Morgan Stanley set a $68.00 target price on New York Times in a research note on Thursday, December 18th. One analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $70.86.

Check Out Our Latest Stock Report on NYT

New York Times Company 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.

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