News Corp (Class A) (NWSA)
NASDAQCommunication ServicesPublishingSnapshot 2026-09-04
$30.39-1.81%
Close 2026-09-04 · 1-day change
NASDAQCommunication ServicesPublishingSnapshot 2026-09-04
QuarterlyIQ Insights · NWSA
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within communication services on a research-validated quality screen. As of 2026-09-04.
The screen ranks NWSA against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Communication Services names rated strong grew net income 52% of the time over the next year (vs 53% for the rest of the cohort, n=1891).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue executing the authorized stock repurchase program of up to $1 billion aggregate for Class A and Class B common stock to enhance shareholder value.
Stated as a priority in 10 of last 10 quarters. The company is authorized to repurchase up to $1 billion aggregate of Class A and Class B shares under the 2025 Repurchase Program. As of 2026-Q2, approximately $405 million has been spent on repurchases. Management has consistently reiterated this program and the trajectory shows ongoing execution but with about 40% of the authorization utilized so far, indicating steady progress.
“Repurchase program for up to an aggregate of US$1 billion of the Company’s Nasdaq-listed Class A common stock and Class B common stock authorized as of July 15, 2025.”
“An additional US$1 billion has been authorized (the 2025 Repurchase Program).”
“Repurchase program for up to an aggregate of US$1 billion of Class A common stock and Class B common stock under the 2021 Repurchase Program and an aggregate of US$1 billion under the 2025 Repurchase…”
“Repurchase program for up to an aggregate of US$1 billion of the Company’s Nasdaq-listed Class A common stock and Class B common stock.”
“The Company may purchase up to an aggregate of US$1 billion of Class A common stock and Class B common stock.”
“The Company may purchase up to an aggregate of US$1 billion of Class A common stock and Class B common stock.”
“Repurchase program for up to an aggregate of US$1 billion of the Company’s Nasdaq-listed Class A common stock and Class B common stock.”
Achieve fiscal 2026 revenue growth with a target of $9.03 billion, representing a 7% increase over prior year.
Newly stated in 2026-Q4. Management set a fiscal 2026 revenue target of $9.03 billion, a 7% increase over the prior year. Actual quarterly revenues show growth from approximately $8.44 billion annualized in 2025 to the guided $9.03 billion for 2026. This is a new explicit target with no prior quarterly restatements, so trajectory is to be established.
Achieve fiscal 2026 free cash flow target of $811 million, representing a 42% increase over prior year.
Newly stated in 2026-Q4. Management targets free cash flow of $811 million for fiscal 2026, a 42% increase over the prior year. Quarterly cash from operating activities shows variability but the annualized target aligns with this guidance. This is a new explicit target with no prior quarterly restatements, so trajectory is to be established.
Achieve diluted net income per share target of $1.03 for fiscal 2026 as part of financial performance goals.
Newly stated in 2026-Q4. Management set a diluted EPS target of $1.03 for fiscal 2026. Quarterly diluted EPS figures vary, with 2026-Q2 at $0.34 and 2026-Q3 at $0.16, indicating some volatility. This is a new explicit target with no prior quarterly restatements, so trajectory is to be established.
“Diluted net income from continuing operations per share attributable to News Corporation stockholders was $1.03.”
Over the trailing year it converted 2.04x of net income into operating cash flow. Historically, Communication Services names rated neutral grew net income 39% of the time over the next year (vs 44% for the rest of the cohort, n=1199).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
69 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Communication Services names rated volatile grew net income 53% of the time over the next year (vs 53% for the rest of the cohort, n=827).
Not investment advice. As of 2026-09-04.
“Repurchase program for up to an aggregate of US$1 billion of the Company’s Nasdaq-listed Class A common stock and Class B common stock.”
“The Company may purchase up to an aggregate of US$1 billion of Class A common stock and Class B common stock.”
“The Company may purchase up to an aggregate of US$1 billion of Class A common stock and Class B common stock.”
“For fiscal 2026, revenues rose 7% to $9.03 billion.”
“Full year free cash flow of $811 million was 42% higher than the prior year.”