News Corporation Class A (NWSA)

Over the past six months, institutional investors held a significant stake in News Corp, with the Murdoch family maintaining control. News Corp's ex-dividend date was September 10, 2025. On November 6, 2025, News Corp reported its fiscal first-quarter 2026 earnings with revenue and EBITDA increases, but Book Publishing had a weak performance. Following the earnings report, NWSA shares closed down by 2.2%. As of December 26, 2025, the share price was $26.22, a 4.59% decline from December 30, 2024. On January 9, 2026, analysts anticipated News Corp's fiscal second-quarter 2026 EPS to be $0.33, and NWSA stock had underperformed the S&P 500 Index. On January 12, 2026, News Corp updated its stock repurchase programs, authorizing up to $1 billion of its stock.

Demand seasonality for News Corp's products and services is influenced by various factors across its segments. The book publishing industry experiences main seasons in Spring, Fall, and Winter, with Fall being the busiest. News consumption in the U.S. decreases in the summer, returns in the fall, and surges during election seasons. Advertising revenue often increases during the holiday season and decreases in January and July. Digital Real Estate Services are impacted by seasonal fluctuations in the real estate market.

News Corp. is a global media and information services company based in New York City, focused on creating and distributing content to consumers and businesses. It operates in the Media & Advertising sector, including publishing, digital real estate, and information services. The company is structured around four core segments: Digital Real Estate Services, Dow Jones, Book Publishing, and News Media. Key products and brands include News Media, Digital Real Estate Services, Dow Jones, and Book Publishing.

News Corp has a significant presence in the United States, the United Kingdom, and Australia. Its operations also extend to Canada, Europe, and Australasia, with its content and products distributed and consumed worldwide.

In the past year, News Corp has maintained a "stellar reputation" in the diversified media industry. A strategic move was the divestiture of its interest in Foxtel to DAZN. CEO Robert Thomson's contract was extended until June 2030, but GuruFocus assigned News Corp a GF Score of 68 out of 100, indicating "poor future outperformance potential". News Corp reported a strong fiscal year 2025, driven by digital growth. The company has partnered with OpenAI to protect intellectual property and establish new revenue streams. An ongoing court case involves Rupert and Lachlan Murdoch against other siblings regarding voting shares.

News Corp's ownership is primarily institutional, with major investment firms holding a significant portion. Institutional shareholders hold approximately 84.69% to 93.64% of the company's stock. Insiders, including the Murdoch family, hold a substantial stake, ranging from 14.60% to 28.47%, and maintain control through Class B voting shares. Lgc Holdco LLC is identified as a large individual shareholder.