NWSA
NEWS CORPEvidence as of 2026-10-09The desk's Snapshot
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Overview · NEWS CORP
News Corporation, a media and information services company, creates and distributes authoritative and engaging content, and other products and services for consumers and businesses worldwide. It operates in six segments: Digital Real Estate Services, Subscription Video Services, Dow Jones, Book Publishing, News Media, and Other. The company distributes content and data products, including The Wall Street Journal, Bar…
Management team
- Mr. Arthur Bochner · Executive VP & Chief Communications OfficerFind on LinkedIn
- James Marcovitz · Senior VP & Deputy General CounselFind on LinkedIn
- Mr. David L. Kline · Executive VP & CTOFind on LinkedIn
- Mr. Michael L. Bunder · Senior VP, Deputy General Counsel & Corporate SecretaryFind on LinkedIn
Start free to see the full management team.
Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it, not a rating or a recommendation.
−0.2 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled. The rest of the page is the evidence behind it.
The evidence balance is Mixed ( -0.2 of a possible +2; confidence high). Revenues reported were $ 2,144,000,000 in Q1 2026 (fiscal quarter ended 2025-09-30), $ 2,362,000,000 in Q2 2026 (fiscal quarter ended 2025-12-31) and $ 2,185,000,000 in Q3 2026 (fiscal quarter ended 2026-03-31). Net income (loss) for those quarters was $ 112,000,000, $ 193,000,000 and $ 89,000,000 respectively, with diluted EPS of $ 0.20, $ 0.34 and $ 0.16.
Cash and cash equivalents stood at $ 2,095,000,000 as of FY 2026 (fiscal quarter ended 2026-06-30) while long-term debt was $ 1,989,000,000 on the same date; weighted average diluted shares declined to 555,700,000 by Q3 2026. Market signals show a golden cross with price at $ 28.97 (as of 2026-10-08), six‑month momentum +17.8%, low beta 0.26 versus SPY, and a trailing P/E of 14.41; however, several valuation inputs such as FCF TTM and EBITDA TTM are missing from the packet.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else (no outside knowledge, no browsing), so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC (revenue, margins, income, debt and share count, quarter by quarter) and reports which way the trend is running.
Revenues were $2,144,000,000 for the quarter ended 30 September 2025 (fiscal Q1 2026), $2,362,000,000 for the quarter ended 31 December 2025 (fiscal Q2 2026), and $2,185,000,000 for the quarter ended 31 March 2026 (fiscal Q3 2026).
XBRL companyfacts · 0001564708-25-000573Net income (loss) for each quarter was $112,000,000 for the quarter ended 30 September 2025 (fiscal Q1 2026), $193,000,000 for the quarter ended 31 December 2025 (fiscal Q2 2026), and $89,000,000 for the quarter ended 31 March 2026 (fiscal Q3 2026).
XBRL companyfacts · 0001564708-26-000029Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full: its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet; its risk analysis fills in once that lands.
The company's Management's Discussion and Analysis (filed 2026-08-07) states that it includes forward-looking statements and warns that words such as "expect," "will," "estimate," "anticipate," "predict," "believe," and "should" are intended to identify forward-looking statements and that such statements are not guarantees of future performance.
Management's discussion · filed 2026-08-07The MD&A (filed 2026-08-07) reports that fiscal 2026 and fiscal 2025 each included 52 weeks and that the company maintains a 52-53 week fiscal year ending on the Sunday closest to June 30.
Management's discussion · filed 2026-08-07Reads the signal panel above (momentum, volatility, drawdown, relative strength and beta) and ranks each against the whole research universe rather than judging it in isolation.
Six-month momentum is +17.8% and ranks in the 76th percentile of the 881-stock research universe on 2026-10-08, indicating above-median recent price performance relative to peers.
Moneyta signal set · 2026-10-08weakened in debateThe security has a golden cross and its price is +9.0% above the 200-day simple moving average and -1.5% below the 50-day simple moving average as of 2026-10-08, signalling price is above longer-term trend but near the shorter-term average.
Moneyta signal set · 2026-10-08Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of the 13F reporting period ended 2026-06-30, institutional holders reported a total of $9.18B in NWSA positions, with 642 holders and 48 exited positions since the prior quarter.
13F holdings · 642 filers · as of 2026-06-30Top reported institutional holders in the 2026-06-30 13F include Independent Franchise Partners LLP ($796.4M), BlackRock, Inc. ($771.2M), and STATE STREET CORP ($751.5M).
13F holdings · 642 filers · as of 2026-06-30Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
The simplywall.st headline 'News (NWSA) Beat Q4 Estimates, Is The 21% Undervaluation Case Still Convincing?' reports Q4 FY26 earnings per share of $0.35 versus an estimated $0.23.
News · simplywall.st · 2026-10-08Multiple simplywall.st headlines ('Is News (NWSA) Cheap After Preview Launched On Zillow And Realtor.com?', 'Preview Listings Launch Might Change The Case For Investing In News Stock (NWSA)', and 'News (NWSA) Launches Preview As Digital Growth Keeps Valuation In Focus') focus on the launch of Preview on Zillow and Realtor.com and its potential impact on how real estate inventory is surfaced.
News · simplywall.st · 2026-10-01Reads parsed Forms 3/4/5: who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
David B. Pitofsky (General Counsel) reported an open-market sale of 51,423 shares for a value of "$1.5M" on 2026-08-17; the filing shows no trading-plan flag.
Form 4 · Pitofsky David B (General Counsel) · $1.5M sold · 2026-08-17Robert J. Thomson (Chief Executive Officer) reported a Form 4 entry on 2026-08-15 showing value "$7.0M" for 240,578 shares (action listed as code F) in the referenced filing.
Form 4 · Thomson Robert J (Chief Executive Officer) · $0 code M · 2026-08-15Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The market price used in this analysis is $28.97 as of 2026-10-08.
Valuation inputs · SEC XBRL + stored EOD closeCash and cash equivalents were $2,095,000,000 as of 2026-06-30 while long‑term debt was $1,989,000,000 as of 2026-06-30.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score. The argument is shown, not hidden, so you can judge the reasoning yourself.
Several pieces of the record jointly support a favorable read. Reported quarterly net income and positive diluted EPS across recent quarters (fundamentals-1, fundamentals-2) combined with a measured reduction in diluted share count (fundamentals-3) point to improving per-share profitability metrics. The company shows a modest net cash stance when comparing cash to long-term debt (valuation-1), and the market signals — above-median six‑month momentum, a golden cross with price well above the 200‑day average, and low beta (market-0, market-1, market-2) — indicate recent investor rotation and lower correlation with the broad market. Institutional ownership concentration and notable reported holders (ownership-0, ownership-1), plus third‑party coverage highlighting an earnings beat and a new product launch (news-0, news-1), add corroborating context for constructive investor interest.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.32
41 surviving claims rest on 20 distinct sources; the heaviest analyst carries 20% of them, and 98% of what the desk raised survived the debate.
The surviving read is moderately resilient: 41 claims draw on 20 separate sources, so the evidence set is diversified but not deeply so. One analyst contributes a fifth of the claims and an unusually high debate-survival rate was recorded, which means the desk’s conclusions carry conviction but should be weighed knowing a few contributors and limited new contradictory inputs could materially shift the picture.
Peer context · computed, not argued
12-1 momentum ranks 7th of 13 in Entertainment (as of 2026-10-08).
6-month relative strength ranks 3rd of 13 in Entertainment (as of 2026-10-08).
90-day volatility ranks 10th of 13 in Entertainment (as of 2026-10-08).
dividend yield ranks 6th of 12 in Entertainment (as of 2026-10-08).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment. When the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here (no outside knowledge, no browsing), and each card shows who read it and what it contributed to the score.
8 filings· 3 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data, not retyped or estimated.
Read by Mercer+0.0 to the score
11 documents· 1 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.0 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash+0.0 to the score
3 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.4 to the score
7 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
7 filings· 2 cited
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state, with stated and inferred flags kept apart.
Read by Talbot−1.2 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only; it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal; the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
The full terminal on NWSA Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
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Educational analysis of published data. Moneyta does not give investment advice or make recommendations.