The New York Times Company $NYT Stock Purchased by VIRGINIA RETIREMENT SYSTEMS ET Al

02 Nov 2026, 12:17 by Michael Walen · The Markets Daily

VIRGINIA RETIREMENT SYSTEMS ET Al boosted its position in shares of The New York Times Company (NYSE:NYT – Free Report) by 17.5% in the third quarter, Holdings Channel.com reports. The firm owned 71,825 shares of the company’s stock after purchasing an additional 10,700 shares during the period. VIRGINIA RETIREMENT SYSTEMS ET Al’s holdings in New York Times were worth $4,575,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of NYT. Renaissance Technologies LLC increased its position in New York Times by 20.3% in the 1st quarter. Renaissance Technologies LLC now owns 2,756,180 shares of the company’s stock worth $230,775,000 after purchasing an additional 465,600 shares during the last quarter. First Trust Advisors LP lifted its holdings in shares of New York Times by 0.9% during the 1st quarter. First Trust Advisors LP now owns 1,570,073 shares of the company’s stock valued at $131,462,000 after buying an additional 14,202 shares during the last quarter. Bank of New York Mellon Corp grew its stake in shares of New York Times by 3.0% in the 1st quarter. Bank of New York Mellon Corp now owns 1,512,403 shares of the company’s stock valued at $126,633,000 after buying an additional 43,796 shares in the last quarter. Janus Henderson Group PLC grew its stake in shares of New York Times by 30.3% in the 1st quarter. Janus Henderson Group PLC now owns 761,118 shares of the company’s stock valued at $63,740,000 after buying an additional 177,045 shares in the last quarter. Finally, Giverny Capital Inc. acquired a new position in New York Times in the second quarter worth approximately $33,900,000. Hedge funds and other institutional investors own 95.37% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on NYT. Barclays cut their price objective on shares of New York Times from $66.00 to $63.00 and set an “equal weight” rating on the stock in a research report on Thursday, August 6th. Morgan Stanley dropped their price target on shares of New York Times from $90.00 to $75.00 and set an “equal weight” rating on the stock in a research note on Sunday, October 11th. Guggenheim upgraded shares of New York Times from a “neutral” rating to a “buy” rating and increased their price target for the stock from $70.00 to $82.00 in a research note on Tuesday, September 15th. Wall Street Zen downgraded shares of New York Times from a “buy” rating to a “hold” rating in a report on Saturday, August 8th. Finally, Zacks Research lowered shares of New York Times from a “strong-buy” rating to a “hold” rating in a research note on Thursday, August 6th. One research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat.com, New York Times presently has a consensus rating of “Moderate Buy” and a consensus target price of $82.70.

Get Our Latest Stock Report on NYT

Key Stories Impacting New York Times

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

Positive Sentiment: Extensive coverage of the 2026 midterm elections—including polling, Senate races, campaign spending and live updates—could support traffic, digital subscriptions and advertising demand during a high-interest news cycle. The Final Polls Show a Blue Surge. Can We Trust Them?
Positive Sentiment: The Athletic’s extensive NFL, college football, WNBA and Formula 1 coverage reinforces the breadth of NYT’s subscription content portfolio and could help retain sports subscribers. Eagles vs. Commanders live score and updates
Neutral Sentiment: Stories spanning Halloween, public safety, politics, international affairs, culture and markets demonstrate strong audience breadth, but the articles provide no new information on NYT revenue, subscriber growth, margins or management strategy. After Tech Sell-Off, Investors Brace for More Market Volatility
Negative Sentiment: Renewed market volatility after the technology sell-off could pressure media and growth-stock valuations, potentially offsetting any benefit from elevated news consumption. This is a sector and market risk rather than a fundamental development at NYT. After Tech Sell-Off, Investors Brace for More Market Volatility

New York Times Stock Performance

Shares of NYT stock opened at $70.20 on Monday. The stock’s 50 day simple moving average is $67.30 and its 200 day simple moving average is $73.34. The New York Times Company has a twelve month low of $56.48 and a twelve month high of $87.10. The company has a market capitalization of $11.32 billion, a price-to-earnings ratio of 29.25, a PEG ratio of 1.81 and a beta of 0.93.

New York Times (NYSE:NYT – Get Free Report) last announced its earnings results on Wednesday, August 5th. The company reported $0.69 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.67 by $0.02. New York Times had a return on equity of 22.64% and a net margin of 13.19%. The firm had revenue of $762.46 million during the quarter, compared to analysts’ expectations of $752.01 million. During the same quarter in the prior year, the business earned $0.58 earnings per share. The company’s revenue was up 11.2% on a year-over-year basis. On average, analysts forecast that The New York Times Company will post 2.83 EPS for the current fiscal year.

New York Times Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, October 22nd. Investors of record on Wednesday, October 7th were issued a $0.23 dividend. This represents a $0.92 annualized dividend and a yield of 1.3%. The ex-dividend date was Wednesday, October 7th. New York Times’s dividend payout ratio (DPR) is 38.33%.

New York Times Profile

(Free Report)

The New York Times Company (NYSE: NYT) is a media and technology company best known for publishing The New York Times, a daily newspaper founded in 1851 by Henry Jarvis Raymond and George Jones. The company produces journalism across national and international news, business, politics, culture, science, sports and other topics through print and digital platforms.

In addition to its core news operation, the company offers a range of subscription products and digital services, including NYT Cooking, Games, Audio and The Athletic, a subscription-based sports media platform.