News Corp Class A (NWSA)

• Market cap: $15.4B
• 1 day: -0.81%
• 5 days: -1.85%
• 1 month: -5.16%
• 3 months: -1.68%
• 6 months: 2.23%
• Year to date: -1.68%
• 1 year: 4.61%
• 5 years: 212.50%
• 10 years: 67.60%
• Sector: Materials
• Industry: Newspapers

About: News Corporation is a diversified media conglomerate with significant presence in the us, the UK, and Australia. Key mastheads include The Wall Street Journal, Barron's, New York Post, The Times, The Sun, The Australian, Herald Sun, and The Daily Telegraph. The company also has a strong presence in the Australian subscription video market through 65%-owned Foxtel, and streaming platforms such as sport-focused Kayo and entertainment-focused Binge. Its 61%-owned REA Group is the dominant property listings business in Australia. In addition, it owns Harper Collins, one of the biggest book publishers in the world, and has a sizable us digital property advertising business, Move.

Employees: 23,900

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

102% more call options, than puts

Call options by funds: $5.3M | Put options by funds: $2.62M

28% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 61

15% more funds holding in top 10

Funds holding in top 10: 13 [Q3] → 15 (+2) [Q4]

2% more funds holding

Funds holding: 495 [Q3] → 507 (+12) [Q4]

1.22% more ownership

Funds ownership: 98.27% [Q3] → 99.5% (+1.22%) [Q4]

5% more capital invested

Capital invested by funds: $9.9B [Q3] → $10.4B (+$488M) [Q4]

4% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 182

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $36 33% upside
• Avg. target: $40 46% upside
• High target: $43 59% upside

2 analyst ratings

• positive: 2 100%
• neutral: 0 0%
• negative: 0 0%

Guggenheim Curry Baker 33% 1-year accuracy 11 / 33 met price target	59% upside $43	Buy Maintained	22 Jan 2025
Citigroup Jason Bazinet 64% 1-year accuracy 21 / 33 met price target	33% upside $36	Buy Initiated	10 Jan 2025