News Corporation

NWSA · NASDAQ

Company research

News Corporation (NASDAQ: NWSA) is a diversified global media and information services conglomerate headquartered in New York City, operating across six segments: Digital Real Estate Services, Subscription Video Services, Dow Jones, Book Publishing, News Media, and Other. Founded in 2013 following the strategic split of the original News Corporation, the company boasts an iconic portfolio of premium brands including The Wall Street Journal, Barron's, MarketWatch, the New York Post, The Times, The Sun, The Australian, and book publishing giant HarperCollins, distributed across print, digital, and streaming platforms worldwide. Under the leadership of CEO Robert J. Thomson, News Corp has successfully navigated the transition from traditional print media to a digitally integrated model, with significant growth drivers in Dow Jones professional information services and digital real estate through its majority-owned REA Group and Move platform. With approximately 23,900 employees and a market capitalization of roughly $14 billion, News Corp maintains a strong presence across the United States, the United Kingdom, and Australia, generating balanced revenues from subscriptions, advertising, and content licensing.

Research reports

StockStory · March 29, 2026News Corp (NWSA) Research Report: Q4 CY2025 Update

StockStory’s Q4 CY2025 update argues that News Corp’s flat multi‑year sales, declining operating margins, and weak free cash flow margins make it a low‑quality business, leading them to rate the shares as underperform despite a bullish Street price target consensus. The report emphasizes limited capital efficiency (ROIC), mediocre cash conversion, and suggests investors should look for better opportunities in the consumer discretionary space.

Blank Capital Research · February 10, 2026Is NWSA a Buy? February 2026 Analysis

Blank Capital assigns NWSA a “Reduce” rating with a composite score of 46.5/100, highlighting multi‑factor weakness across quality, value, momentum, and stability and concluding the stock offers limited upside and elevated underperformance risk. The analysis notes lack of an economic moat, premium valuation multiples versus peers, and stresses that any execution missteps or macro deterioration could push the stock below their fair value estimate.

AnalyStock.ai · November 16, 2025News Corporation (NWSA) Investment Case Report

This investment case report provides a full fundamental profile, including segment breakdowns, Porter's Five Forces, SWOT, and detailed valuation metrics, concluding that strong free cash flow yield and ROE suggest NWSA may be undervalued relative to moderate growth expectations. It highlights Q1 FY2026 earnings beats, accelerating buybacks, and a supportive digital and B2B revenue mix while noting industry competition and regulatory risks.

Zacks Equity Research (via Finviz) · November 7, 2025NWSA Q1 Earnings Surpass Estimates, Revenues Increase Y/Y

Zacks’ article on fiscal Q1 2026 results underscores modest revenue and EBITDA growth driven by Digital Real Estate Services and Dow Jones, but maintains a Zacks Rank #4 (Sell) on NWSA, signaling a cautious view on the stock. The piece details segment‑level performance, cash flow and buyback acceleration, and concludes that despite operational improvements, investors should consider higher‑ranked alternatives in the consumer discretionary sector.

Documents

MorningstarNews Corp Earnings: More Worried About AI Than Economic Malaise
MorningstarNews Corp Earnings Showing Resilience Amid Economic Uncertainty
MorningstarNews Corp Earnings: Bottom-Line Reality Check on Top-Down AI Smack
MorningstarNews Corp Earnings: News Media Replaces Books as Third Pillar of Growth … Temporarily
MorningstarNews Corp Delivers Solid Fiscal 2026 First-Quarter Results
MorningstarNews Corp Earnings: Powered by Recurring Dow and Digital House
MorningstarNews Corp: Riding High on REA