News Corporation Class A (NWSA)

Over the past six months, News Corp.'s share price has outperformed the S&P500 Index by +2.08%. As of July 14, 2025, the share price was $29.73, an increase of 7.33% from July 15, 2024. Key events include the Q3 Fiscal 2025 Earnings Report, the sale of Foxtel, an agreement with OpenAI, a new $1 billion stock repurchase program, an executive contract extension, a Chief Technology Officer appointment, and a revision of revenue expectations.

Demand for News Corp.'s products and services is influenced by economic conditions, advertising trends, and consumer preferences for digital media. Digital-only subscriptions improved due to seasonality, particularly related to students. Advertising revenue was flat, and the Digital Real Estate Services segment provides a stable income source. The company has struggled to consistently generate demand over the last five years.

News Corporation is a global media and information services company based in New York City, operating primarily in the United States, Australia, and the United Kingdom. It focuses on creating and distributing content, data, and digital services, with revenue streams including subscriptions, advertising, content licensing, book sales, and digital real estate services. Its major products and services include News and Information Services (Dow Jones), Book Publishing (HarperCollins), Digital Real Estate Services, and Subscription Video Services (historically Foxtel).

News Corp. has a significant global presence, operating primarily in the United States, Australia, and the United Kingdom. Its content and other products and services are distributed and consumed worldwide, with a business presence across the US, Australia, Asia, and Europe.

News Corp's brand reputation is tied to its portfolio of well-known and respected brands. Events affecting its reputation include partnerships with AI platforms, a customer dispute impacting Factiva revenue, a lawsuit from Donald Trump, and a "Low" ESG Risk Rating. The company has also been actively working on reducing its carbon footprint.

News Corporation operates under a dual-class share structure, with the Murdoch Family Trust holding approximately 42% of Class B voting shares. Institutional investors hold a significant majority, with 80.46% of the shares, while News Corp insiders own 14.48%, and retail investors hold 5.06%. Major institutional owners include The Vanguard Group, Inc., State Street Corp, and BlackRock, Inc.