News Corporation Class A (NWSA)

News Corp. sold its interest in Foxtel in April 2025. In early August 2025, the company reported fiscal fourth-quarter results, which were in line with analyst estimates, with revenues increasing year-over-year. In September 2025, News Corp. announced a secondary offering and the resolution of a Murdoch Family Trust matter. A half-year dividend of $0.10 per share was declared in September 2025. Dow Jones acquired Eco-Movement in September 2025. In October 2025, News Corporation initiated a $1 billion stock buy-back program. Also in October 2025, News Corp.'s stock experienced a sell-off due to broader economic concerns. News Corp. is scheduled to report its Fiscal 2026 First Quarter Earnings in October 2025.

Demand for news and information services can increase during significant global events. Subscription video services are impacted by the scheduling of major sporting events. Book publishing sales are influenced by shipping restrictions and store closures, with digital sales potentially increasing when physical access is limited. Digital real estate services are tied to the health of real estate markets.

News Corp. is a global media and information services company based in New York City, operating in the Communication Services sector, primarily in Entertainment and Media & Advertising. It focuses on creating and distributing content, data, and digital services. Its segments include News Media with outlets like The Wall Street Journal, Book Publishing through HarperCollins, Digital Real Estate Services with platforms like REA Group and Realtor.com, and Subscription Video Services in Australia.

News Corp. has a global presence, operating primarily in the United States, Australia, and the U.K. Its content is distributed worldwide, and it has a history of investments in India.

News Corp. has been actively addressing the value of its content in the AI era. CEO Robert Thomson stated that AI firms are not adequately compensating for content. News Corp. has content deals with AI companies like OpenAI and has initiated lawsuits against Perplexity to protect its intellectual property.

Institutional shareholders hold approximately 85% of News Corp.'s stock, with major holders including Vanguard Group Inc. and BlackRock, Inc. Insiders hold about 14.51% of the shares, with the Murdoch Family Trust holding a substantial portion of the high-vote Class B shares. Individual investors hold a 15% stake, with Lgc Holdco LLC identified as the largest individual shareholder.