News Corporation (NWS)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
News Corporation (NWS) trades at $30.17 with AI Score 68/100 (Grade B+). News Corporation is a global media and information services company. It operates across digital real estate, subscription video, news, and book publishing. Market cap: $16.51B, Sector: Communication services.
Price live · AI analysis from May 9, 2026Analyst Coverage for NWS: NWS does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates NWS against Communication Services peers across nine fundamental dimensions and assigns a mixed fundamental profile based on the underlying data.
NWS: 1/2 perspectives are bullish.
How is this calculated? →News Corporation (NWS) Media & Communications Profile
News Corporation (NWS) is a global media and information services company delivering content through diverse channels, including digital real estate, subscription video, news, and book publishing. With a portfolio of recognizable brands like The Wall Street Journal and HarperCollins, NWS navigates the evolving media landscape, focusing on digital growth and premium content.
What Is the Investment Thesis for NWS?
News Corporation presents a mixed investment thesis. Its established brands, such as The Wall Street Journal and HarperCollins, provide a stable revenue base. The company's digital real estate segment, particularly through its ownership in REA Group and Move, Inc., offers significant growth potential, capitalizing on the increasing digitization of the real estate market. The company's P/E ratio stands at 39.8, and its dividend yield is 0.64% as of 2026-05-09. However, the company faces challenges in the evolving media landscape, including declining print advertising revenue and increasing competition from digital platforms. The company's relatively low gross margin of 13.9% compared to peers also warrants attention.
Based on FMP financials and quantitative analysis
NWS Key Highlights
- Market capitalization of $16.51B indicates a substantial presence in the media and information services sector.
- Profit margin of 5.8% reflects the company's ability to generate profit from its revenue streams.
- Dividend yield of 0.64% provides a modest income stream for investors.
- Beta of 0.92 suggests that the stock is slightly less volatile than the overall market.
- Operations across six segments: Digital Real Estate Services, Subscription Video Services, Dow Jones, Book Publishing, News Media, and Other.
Who Are NWS's Competitors?
NWS is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| VIV Telefônica Brasil S.A. | $13.25 | +2.00% | $21.17B | 54 |
| OMC Omnicom Group Inc. | $78.62 | +3.30% | $22.41B | 56 |
| ROKU Roku, Inc. | $142.43 | +1.37% | $21.13B | 90 |
| WMG Warner Music Group (WMG) | $28.28 | +2.09% | $14.76B | 58 |
| TKO TKO Group Holdings, Inc. | $194.42 | -3.96% | $14.58B | 77 |
| ANGX Angel Studios, Inc. | $3.54 | +0.00% | $570.54M | 65 |
| TUBE TubeMogul, Inc. | $14.00 | -0.14% | 65 | |
| LGMH Light Media Holdings, Inc. | $0.60 | +0.00% | $33.35M | 63 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are NWS's Key Strengths?
- Strong brand portfolio (The Wall Street Journal, HarperCollins).
- Leading positions in digital real estate services.
- Global reach and distribution network.
- Diverse revenue streams.
- Proprietary content and data assets.
What Are NWS's Weaknesses?
- Declining print advertising revenue.
- Relatively low gross margin compared to peers.
- Exposure to cyclical advertising market.
- Dependence on key personnel.
What Could Drive NWS Stock Higher?
- Continued growth in digital real estate services driven by increasing internet penetration and online property listings.
- Expansion of subscription video services through investment in original content and strategic partnerships.
- Potential acquisitions of complementary businesses in the digital media or information services sectors.
- Digital transformation of book publishing through investment in e-books and audiobooks.
- Growth in professional information services driven by increasing demand for real-time data and analytics.
What Are the Key Risks for NWS?
- Rich valuation — a P/E of 39.8 runs well above the Communication Services sector’s ~18x, leaving little room for a miss.
- Declining print advertising revenue impacting the News Media segment.
- Increasing competition from digital platforms eroding market share.
- Economic downturn reducing advertising spending and subscription revenue.
- Regulatory changes impacting the media and real estate industries.
- Data security breaches compromising customer data and damaging reputation.
What Are the Growth Opportunities for NWS?
- Digital Real Estate Services Expansion: News Corporation's Digital Real Estate Services segment, primarily through REA Group and Move, Inc., presents a significant growth opportunity. The global online real estate market is projected to reach $4.7 trillion by 2027, driven by increasing internet penetration and the growing adoption of online property portals. News Corporation can capitalize on this trend by expanding its geographic reach, enhancing its platform features, and offering innovative services such as virtual tours and data analytics. Timeline: Ongoing.
- Subscription Video Services Growth: The subscription video services market is experiencing rapid growth, driven by increasing demand for streaming content. News Corporation can leverage its sports rights and entertainment content to attract and retain subscribers to its pay-TV and streaming services. Investing in original content and expanding its distribution channels can further drive growth in this segment. The global video streaming market is expected to reach $97.23 billion in 2026. Timeline: Ongoing.
- Dow Jones Professional Information Services: Dow Jones's professional information services, including Factiva, Dow Jones Risk & Compliance, and OPIS, offer a stable and growing revenue stream. The increasing demand for real-time news, data, and analytics in the financial and corporate sectors drives growth in this segment. News Corporation can expand its product offerings, enhance its data analytics capabilities, and target new customer segments to further grow its professional information services business. Timeline: Ongoing.
- Book Publishing Digital Transformation: HarperCollins, News Corporation's book publishing arm, can capitalize on the growing demand for e-books and audiobooks. Investing in digital publishing platforms, expanding its digital content library, and offering innovative digital reading experiences can drive growth in this segment. The global e-book market is projected to reach $14.5 billion by 2027. Timeline: Ongoing.
- Strategic Acquisitions and Partnerships: News Corporation can pursue strategic acquisitions and partnerships to expand its product offerings, enter new markets, and enhance its competitive position. Acquiring complementary businesses in the digital media, real estate, or information services sectors can accelerate growth and create synergies. Forming partnerships with technology companies or content providers can enhance its platform capabilities and expand its content library. Timeline: Ongoing.
What Opportunities Does NWS Have?
- Expansion of digital real estate services.
- Growth of subscription video services.
- Strategic acquisitions and partnerships.
- Digital transformation of book publishing.
- Expansion of professional information services.
What Threats Does NWS Face?
- Increasing competition from digital platforms.
- Changing consumer preferences.
- Economic downturn.
- Regulatory changes.
- Data security breaches.
What Are NWS's Competitive Advantages?
- Strong brand recognition for The Wall Street Journal, HarperCollins, and other publications.
- Proprietary content and data assets.
- Leading market positions in digital real estate services.
- Global reach and distribution network.
- Established relationships with advertisers and subscribers.
What Does NWS Do?
Founded in 2012, News Corporation emerged from the restructuring of News Corporation, separating its media and publishing assets from its entertainment holdings (21st Century Fox). The company's roots, however, trace back to Rupert Murdoch's acquisition of The Adelaide News in 1952, marking the beginning of his global media empire. Today, News Corporation operates across six segments: Digital Real Estate Services, Subscription Video Services, Dow Jones, Book Publishing, News Media, and Other. Its key assets include Dow Jones, publisher of The Wall Street Journal, Barron's, and MarketWatch; News UK, publisher of The Times and The Sun; News Corp Australia, publisher of The Australian and The Daily Telegraph; and HarperCollins, one of the world's largest English-language publishers. News Corporation delivers content through newspapers, websites, mobile apps, newsletters, magazines, proprietary databases, video, and podcasts. The company's strategic focus is on expanding its digital presence, growing its subscription base, and leveraging its premium content to drive revenue and profitability.
What Products and Services Does NWS Offer?
- Creates and distributes news and information content.
- Operates digital real estate services through REA Group and Move, Inc.
- Publishes books through HarperCollins.
- Provides subscription video services.
- Offers professional information services through Dow Jones.
- Owns and operates newspapers and websites.
How Does NWS Make Money?
- Subscription revenue from The Wall Street Journal, Barron's, and other publications.
- Advertising revenue from newspapers, websites, and digital platforms.
- Revenue from digital real estate services, including property listings and advertising.
- Book sales through HarperCollins.
- Fees from professional information services, such as Factiva and Dow Jones Risk & Compliance.
What Industry Does NWS Operate In?
News Corporation operates in the dynamic and competitive media and information services industry. The industry is characterized by rapid technological advancements, changing consumer preferences, and increasing competition from digital platforms. Key trends include the shift towards digital content consumption, the growth of subscription-based business models, and the increasing importance of data and analytics. News Corporation competes with other media conglomerates, digital publishers, and online platforms. The company's success depends on its ability to adapt to these trends, innovate its products and services, and effectively monetize its content.
Who Are NWS's Key Customers?
- Individual consumers seeking news, information, and entertainment.
- Businesses and professionals requiring financial data and analysis.
- Real estate agents and property developers.
- Readers of books and e-books.
- Subscribers to pay-TV and streaming services.
Company Profile
News Corporation operates in the Entertainment industry within the Communication Services sector. It is headquartered in New York City, US. The company is led by CEO Robert J. Thomson. NWS has traded publicly since 2013.
ROE 5%Key Financial Metrics
Return on equity for News Corporation stands at 4.9%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 2.7%, showing how much profit it generates from its asset base. NWS trades at a trailing price-to-earnings ratio of 39.75, above the Communication Services sector average of ~18x. Its free cash flow yield is 3.5%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.70 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 2.6%, the inverse of the P/E and a quick read on earnings relative to price.
NWS Valuation & Market Position
With a $16.51B market cap, News Corporation sits in the large-cap segment of the market. Relative to its peer group, NWS's quantitative score of 68/100 is roughly in line with the peer average of 67/100.
Quarterly Financial Performance: News Corporation
Revenue for News Corporation came in at $2.19B during Q1 2026, a 7.4% contraction versus the preceding quarter. The company recorded net income of $89.0M, with diluted EPS of $0.16. Quarter-over-quarter revenue has been mixed, typical for a large-cap company operating in Communication Services. Across the four most recent quarters, NWS averaged $0.19 in diluted EPS.
F-Score 7/9Financial Health
News Corporation's Piotroski F-Score is 7/9, a 9-point checklist of profitability, leverage and efficiency — signaling solid underlying fundamentals. Its Altman Z-Score of 2.46 places it in the grey zone, a middle ground that warrants monitoring.
6/8 beatsEarnings Track Record
News Corporation has beaten Wall Street's EPS estimate in 6 of its last 8 reported quarters — a consistent record of delivering on expectations. Reported results have landed about 16.3% above estimates on average.
FY2026 estForward Outlook
Wall Street analysts project News Corporation revenue of about $8.92B for fiscal 2026, with EPS near $1.06. The estimate reflects 7 contributing analysts.
Net buyingInsider Activity
Over the past six months, News Corporation insiders filed 15 SEC Form 4 transactions — 0 sales and 15 purchases. On net that is roughly 1K shares acquired (about $0) — insiders putting money in tends to read as conviction.
NWS Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- NWS's media reach is vast, and content is still king. They're positioned to benefit from the ongoing demand for news and entertainment, especially with their strong presence in digital media.
- Insider activity suggests confidence. Recent moves indicate those in the know believe in the company's long-term prospects.
- Community sentiment is leaning bullish, with many seeing NWS as a stable player in a volatile market. The perception is that they're weathering the storm.
- The market views NWS as a reliable dividend payer, attracting investors seeking consistent returns in an uncertain environment.
Bear Case
- The shift to digital is a double-edged sword. While NWS has a strong online presence, they're also facing increased competition from new media outlets and platforms.
- Community sentiment reveals concerns about the company's ability to adapt to changing consumer habits. Some believe they're slow to innovate.
- Recent market developments suggest a potential slowdown in advertising revenue, which could impact NWS's bottom line. This is a key concern for many investors.
- There are worries about the long-term impact of cord-cutting on NWS's cable networks. The transition to streaming is proving challenging for many traditional media companies.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $2.19B | $89M | $0.16 |
| Q4 2025 | $2.36B | $197M | $0.34 |
| Q3 2025 | $2.14B | $112M | $0.20 |
| Q2 2025 | $2.11B | $27M | $0.05 |
Based on FMP financials and quantitative analysis
NWS Latest News
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List Prices Post Steep Drop and Buyers Are Showing Up: Realtor.com® May Housing Report
Yahoo! Finance: NWS News · Jun 3, 2026
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March Home Down Payments Drop Amid Buyer-Friendly Market, Redfin Says
Yahoo! Finance: NWS News · Jun 2, 2026
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News Corporation’s US$1b Buyback And What It Means For Shareholders
Yahoo! Finance: NWS News · Jun 2, 2026
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News Corporation-Owned Realtor.com Launches Artificial Intelligence Home Search Software
MT Newswires · Jun 2, 2026
NWS Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for NWS.
Price Targets
Wall Street price target analysis for NWS.
NWS MoonshotScore
What does this score mean?
The MoonshotScore rates NWS's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Latest News
List Prices Post Steep Drop and Buyers Are Showing Up: Realtor.com® May Housing Report
March Home Down Payments Drop Amid Buyer-Friendly Market, Redfin Says
News Corporation’s US$1b Buyback And What It Means For Shareholders
News Corporation-Owned Realtor.com Launches Artificial Intelligence Home Search Software
Leadership: Robert J. Thomson
Chief Executive Officer
Robert J. Thomson has served as Chief Executive Officer of News Corporation since January 2013. Prior to this role, he served as Editor-in-Chief of The Wall Street Journal from 2008 to 2013. He has also held various editorial positions at The Times, the Financial Times, and The Australian Financial Review. Thomson is a graduate of the Royal Melbourne Institute of Technology.
Track Record: Under Thomson's leadership, News Corporation has focused on digital growth, strategic acquisitions, and cost management. He has overseen the expansion of the company's digital real estate services and the growth of its subscription-based businesses. Thomson has also led the company through significant challenges, including the decline in print advertising revenue and the increasing competition from digital platforms.
Common Questions About NWS (Communication Services)
What does News Corporation do?
News Corporation is a global media and information services company that creates and distributes content through various channels, including digital real estate, subscription video, news, and book publishing. The company operates through six segments: Digital Real Estate Services, Subscription Video Services, Dow Jones, Book Publishing, News Media, and Other. Its key assets include The Wall Street Journal, Barron's, MarketWatch, HarperCollins, and various newspapers and websites. News Corporation generates revenue through subscriptions, advertising, book sales, and professional information services.
What do analysts say about NWS stock?
Analyst consensus on News Corporation (NWS) stock is mixed, reflecting the company's diverse business segments and the challenges facing the media industry. Key valuation metrics include a P/E ratio of 39.8 and a dividend yield of 0.64% as of 2026-05-09. Growth considerations include the company's digital real estate services, subscription video services, and professional information services. Analysts also note the risks associated with declining print advertising revenue and increasing competition from digital platforms. Investors should conduct their own due diligence and consider their investment objectives before investing in NWS stock.
What are the main risks for NWS?
News Corporation faces several risks, including declining print advertising revenue, increasing competition from digital platforms, economic downturns, regulatory changes, and data security breaches. The decline in print advertising revenue is a long-term trend that is impacting the News Media segment. Increasing competition from digital platforms is eroding market share and putting pressure on pricing. An economic downturn could reduce advertising spending and subscription revenue. Regulatory changes could impact the media and real estate industries. Data security breaches could compromise customer data and damage the company's reputation.
How does News Corporation compare to competitors in its industry?
News Corporation competes with a diverse range of companies in the media and information services industry, including other media conglomerates, digital publishers, and online platforms. Compared to competitors such as Warner Music Group (WMG) in publishing, News Corporation has a broader portfolio of assets, including digital real estate services and professional information services. However, it faces intense competition from digital platforms like Roku, Inc. in the streaming space. The company's success depends on its ability to differentiate its content, innovate its products and services, and effectively monetize its assets.
What are the key financial metrics investors watch for NWS?
Investors typically monitor several key financial metrics for News Corporation (NWS), including revenue growth, profit margins, and cash flow. Revenue growth indicates the company's ability to expand its business and increase sales. Profit margins reflect the company's efficiency in generating profit from its revenue streams. Cash flow is a measure of the company's ability to generate cash from its operations. Other important metrics include subscription growth, digital advertising revenue, and the performance of the digital real estate services segment. Monitoring these metrics can provide insights into the company's financial health and growth prospects.
What are the key factors to evaluate for NWS?
News Corporation (NWS) holds an AI score of 68/100 (moderate). P/E: 39.8x vs the S&P 500's ~20-25x. Not financial advice.
How frequently does NWS data refresh on this page?
NWS prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven NWS's recent stock price performance?
News Corporation (NWS) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong brand portfolio (The Wall Street Journal, HarperCollins). See the News tab for the latest drivers. Past performance does not predict future results.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on available data and may be subject to change.
- Analyst opinions and market forecasts are inherently uncertain.