News Corp Class ANWSA
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. Its 61%-owned REA Group is the dominant property listings business in Australia. In addition, it owns Harper Collins, one of the largest book publishers in the world, and has a sizable us digital property advertising business, Move. An agreement has been reached to sell Foxtel, the Australian pay-TV and streaming provider in which News Corp has a 65% shareholding. The sale to global sports streaming platform, DAZN, is struck at more than 7 times Foxtel's fiscal 2024 EBITDA, equating to enterprise value of AUD 3.4.
Employees: 23,900
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
102% more call options, than puts
Call options by funds: $5.3M | Put options by funds: $2.62M
30% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 60
14% more funds holding in top 10
Funds holding in top 10: 14 [Q3] → 16 (+2) [Q4]
5% more capital invested
Capital invested by funds: $9.9B [Q3] → $10.4B (+$531M) [Q4]
3% more funds holding
Funds holding: 496 [Q3] → 509 (+13) [Q4]
1.59% more ownership
Funds ownership: 98.28% [Q3] → 99.87% (+1.59%) [Q4]
4% less repeat investments, than reductions
Existing positions increased: 175 | Existing positions reduced: 183
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Morgan Stanley Andrew McLeod 100% 1-year accuracy 1 / 1 met price target | 36%upside $37 | Overweight Maintained | 11 Apr 2025 |
Financial journalist opinion
Based on 8 articles about NWSA published over the past 30 days
