NEWS CORP
NWSA, NWS, NWSLL · Newspapers: Publishing or Publishing & Printing · 579.0M shares · -0%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $156M (gross $243M, SBC $87M)
Reference price $33.99 · est. market cap ~$19.7B — last insider sale, 2025-09-10 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
A85Dominant, diversified media and information franchise (Dow Jones/WSJ, REA Group, Realtor.com, book publishing) with a durable moat and strong cash position.
Strengths
- Wide-moat, scaled franchise: net margin 14% (79.7th), ROA 7.6% (84.7th), with sharply higher earnings and a $3.4B cash balance (94.9th)
- Premium brands and category-leading digital real estate portals provide pricing power and switching costs
Risks
- Generative-AI/search disruption threatens content traffic and monetization
- ROE 13.4% (69th) is good rather than top-decile, and some growth figures reflect portfolio/comparison effects
Notable findings
- Auditor changeRecent 8-K item 4.01 8-K ↗
- Strong balance sheetStrong balance sheet — $3.4B cash & investments
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Net margin
14.0%
Return on equity
13.4%
Return on assets
7.6%
Revenue growth (QoQ)
-7.5%
Net-income growth
343.6%
Debt / equity
0.2×
Current ratio
1.8×
Tangible book value
$2.5B
Cash & investments
$3.4B
Stock comp / revenue
1.0%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-04-08 | Pessoa Ana Paula | Disposition | 6 | $24.43 |
| 2026-04-08 | Siddiqui Masroor | Option exercise | 6 | — |
| 2026-04-08 | Pessoa Ana Paula | Option exercise | 6 | — |
| 2026-04-08 | Siddiqui Masroor | Disposition | 6 | $24.43 |
| 2026-04-08 | BANCROFT NATALIE | Option exercise | 6 | — |
| 2026-04-08 | BANCROFT NATALIE | Disposition | 6 | $24.43 |
| 2026-04-08 | AZNAR JOSE MARIA | Option exercise | 6 | — |
| 2026-04-08 | AZNAR JOSE MARIA | Disposition | 6 | $24.43 |
| 2026-04-08 | MURDOCH LACHLAN K | Option exercise | 6 | — |
| 2026-04-08 | MURDOCH LACHLAN K | Disposition | 6 | $24.43 |
| 2026-04-01 | Pessoa Ana Paula | Option exercise | 1.6K | — |
| 2026-04-01 | Pessoa Ana Paula | Disposition | 1.6K | $24.71 |
| 2026-04-01 | Siddiqui Masroor | Option exercise | 1.6K | — |
| 2026-04-01 | Siddiqui Masroor | Disposition | 1.6K | $24.71 |
| 2026-04-01 | BANCROFT NATALIE | Option exercise | 1.6K | — |
| 2026-04-01 | BANCROFT NATALIE | Disposition | 1.6K | $24.71 |
| 2026-04-01 | AZNAR JOSE MARIA | Option exercise | 1.6K | — |
| 2026-04-01 | AZNAR JOSE MARIA | Disposition | 1.6K | $24.71 |
| 2026-04-01 | MURDOCH LACHLAN K | Option exercise | 1.6K | — |
| 2026-04-01 | MURDOCH LACHLAN K | Disposition | 1.6K | $24.71 |
| 2026-01-02 | DeGrazio Marygrace | Option exercise | 22K | — |
| 2026-01-02 | DeGrazio Marygrace | Tax withheld | 8.7K | $26.12 |
| 2026-01-02 | Pessoa Ana Paula | Option exercise | 2.4K | — |
| 2026-01-02 | Pessoa Ana Paula | Disposition | 2.4K | $26.19 |
| 2026-01-02 | Siddiqui Masroor | Option exercise | 2.4K | — |
| 2026-01-02 | Siddiqui Masroor | Disposition | 2.4K | $26.19 |
| 2026-01-02 | BANCROFT NATALIE | Option exercise | 2.4K | — |
| 2026-01-02 | BANCROFT NATALIE | Disposition | 2.4K | $26.19 |
| 2026-01-02 | AZNAR JOSE MARIA | Option exercise | 2.4K | — |
| 2026-01-02 | AZNAR JOSE MARIA | Disposition | 2.4K | $26.19 |
| 2026-01-02 | MURDOCH LACHLAN K | Option exercise | 2.4K | — |
| 2026-01-02 | MURDOCH LACHLAN K | Disposition | 2.4K | $26.19 |
| 2025-12-12 | MURDOCH KEITH RUPERT | Gift | 302K | — |
| 2025-10-08 | Siddiqui Masroor | Option exercise | 11 | — |
| 2025-10-08 | Pessoa Ana Paula | Option exercise | 11 | — |
| 2025-10-08 | Pessoa Ana Paula | Disposition | 11 | $27.38 |
| 2025-10-08 | Siddiqui Masroor | Disposition | 11 | $27.38 |
| 2025-10-08 | BANCROFT NATALIE | Option exercise | 11 | — |
| 2025-10-08 | BANCROFT NATALIE | Disposition | 11 | $27.38 |
| 2025-10-08 | AZNAR JOSE MARIA | Option exercise | 11 | — |
| 2025-10-08 | AZNAR JOSE MARIA | Disposition | 11 | $27.38 |
| 2025-10-08 | MURDOCH LACHLAN K | Option exercise | 11 | — |
| 2025-10-08 | MURDOCH LACHLAN K | Disposition | 11 | $27.38 |
| 2025-10-01 | Pessoa Ana Paula | Disposition | 3.0K | $28.95 |
| 2025-10-01 | Siddiqui Masroor | Option exercise | 3.0K | — |
| 2025-10-01 | Siddiqui Masroor | Disposition | 3.0K | $28.95 |
| 2025-10-01 | BANCROFT NATALIE | Option exercise | 3.0K | — |
| 2025-10-01 | Pessoa Ana Paula | Option exercise | 3.0K | — |
| 2025-10-01 | BANCROFT NATALIE | Disposition | 3.0K | $28.95 |
| 2025-10-01 | AZNAR JOSE MARIA | Option exercise | 3.0K | — |
| 2025-10-01 | AZNAR JOSE MARIA | Disposition | 3.0K | $28.95 |
| 2025-10-01 | MURDOCH LACHLAN K | Option exercise | 3.0K | — |
| 2025-10-01 | MURDOCH LACHLAN K | Disposition | 3.0K | $28.95 |
| 2025-09-10 | MFT SH Family Trust | Sell | 7.1K | $33.99 |
| 2025-09-10 | MURDOCH LACHLAN K | Other | 14K | — |
| 2025-09-10 | MURDOCH LACHLAN K | Other | 62.6M | — |
| 2025-09-10 | LGC Holdco, LLC | Buy | 7.1K | — |
| 2025-09-10 | LGC Holdco, LLC | Buy | 24.3M | — |
| 2025-09-10 | MFT SH Family Trust | Sell | 24.3M | $33.99 |
| 2025-09-10 | MFT SH Family Trust | Sell | 14.1M | $31.98 |
| 2025-09-06 | MURDOCH FAMILY TRUST | Other | 14K | — |
| 2025-09-06 | MURDOCH FAMILY TRUST | Other | 76.7M | — |
| 2025-08-29 | Delany Julian | Tax withheld | 2.1K | $29.80 |
| 2025-08-29 | Delany Julian | Disposition | 2.4K | $29.80 |
| 2025-08-29 | Delany Julian | Option exercise | 3.6K | — |
| 2025-08-29 | Delany Julian | Tax withheld | 1.7K | $29.80 |
| 2025-08-29 | Delany Julian | Disposition | 1.9K | $29.80 |
| 2025-08-29 | Delany Julian | Option exercise | 3.0K | — |
| 2025-08-29 | Delany Julian | Disposition | 1.6K | $29.80 |
| 2025-08-29 | Delany Julian | Tax withheld | 1.4K | $29.80 |
| 2025-08-29 | Delany Julian | Option exercise | 4.6K | — |
| 2025-08-15 | Chandrashekar Lavanya | Tax withheld | 3.4K | $29.80 |
| 2025-08-15 | DeGrazio Marygrace | Option exercise | 6.5K | — |
| 2025-08-15 | DeGrazio Marygrace | Tax withheld | 2.5K | $29.80 |
| 2025-08-15 | DeGrazio Marygrace | Option exercise | 5.8K | — |
| 2025-08-15 | DeGrazio Marygrace | Tax withheld | 2.2K | $29.80 |
| 2025-08-15 | DeGrazio Marygrace | Option exercise | 4.7K | — |
| 2025-08-15 | DeGrazio Marygrace | Tax withheld | 1.8K | $29.80 |
| 2025-08-15 | DeGrazio Marygrace | Sell | 11K | $29.94 |
| 2025-08-15 | Allen Ruth | Option exercise | 17K | — |
| 2025-08-15 | Allen Ruth | Tax withheld | 6.9K | $29.80 |
| 2025-08-15 | Allen Ruth | Option exercise | 6.2K | — |
| 2025-08-15 | Allen Ruth | Tax withheld | 2.5K | $29.80 |
| 2025-08-15 | Allen Ruth | Option exercise | 5.9K | — |
| 2025-08-15 | Allen Ruth | Tax withheld | 2.4K | $29.80 |
| 2025-08-15 | Allen Ruth | Option exercise | 3.7K | — |
| 2025-08-15 | Allen Ruth | Tax withheld | 1.5K | $29.80 |
| 2025-08-15 | Allen Ruth | Sell | 20K | $29.44 |
| 2025-08-15 | Pitofsky David B | Option exercise | 61K | — |
| 2025-08-15 | Pitofsky David B | Tax withheld | 29K | $29.80 |
| 2025-08-15 | Pitofsky David B | Option exercise | 9.3K | — |
| 2025-08-15 | Pitofsky David B | Tax withheld | 5.1K | $29.80 |
| 2025-08-15 | Pitofsky David B | Option exercise | 8.3K | — |
| 2025-08-15 | Pitofsky David B | Tax withheld | 4.6K | $29.80 |
| 2025-08-15 | Pitofsky David B | Option exercise | 7.7K | — |
| 2025-08-15 | Pitofsky David B | Tax withheld | 4.3K | $29.80 |
| 2025-08-15 | Pitofsky David B | Sell | 44K | $29.73 |
| 2025-08-15 | Chandrashekar Lavanya | Option exercise | 9.5K | — |
| 2025-08-15 | Thomson Robert J | Option exercise | 396K | — |
| 2025-08-15 | Thomson Robert J | Tax withheld | 214K | $29.80 |
| 2025-08-15 | Thomson Robert J | Disposition | 182K | $29.80 |
| 2025-08-15 | Thomson Robert J | Option exercise | 44K | — |
| 2025-08-15 | Thomson Robert J | Tax withheld | 23K | $29.80 |
| 2025-08-15 | Thomson Robert J | Disposition | 21K | $29.80 |
| 2025-08-15 | Thomson Robert J | Option exercise | 38K | — |
| 2025-08-15 | Thomson Robert J | Tax withheld | 20K | $29.80 |
| 2025-08-15 | Thomson Robert J | Disposition | 18K | $29.80 |
| 2025-08-15 | Thomson Robert J | Option exercise | 35K | — |
| 2025-08-15 | Thomson Robert J | Tax withheld | 19K | $29.80 |
| 2025-08-15 | Thomson Robert J | Disposition | 16K | $29.80 |
| 2025-08-15 | MURDOCH KEITH RUPERT | Option exercise | 72K | — |
| 2025-08-15 | MURDOCH KEITH RUPERT | Tax withheld | 37K | $29.80 |
| 2025-08-15 | MURDOCH KEITH RUPERT | Disposition | 34K | $29.80 |
| 2025-08-15 | MURDOCH KEITH RUPERT | Option exercise | 11K | — |
| 2025-08-15 | MURDOCH KEITH RUPERT | Tax withheld | 6.2K | $29.80 |
| 2025-08-15 | MURDOCH KEITH RUPERT | Disposition | 4.8K | $29.80 |
| 2025-08-15 | MURDOCH KEITH RUPERT | Option exercise | 14K | — |
| 2025-08-15 | MURDOCH KEITH RUPERT | Tax withheld | 8.0K | $29.80 |
| 2025-08-15 | MURDOCH KEITH RUPERT | Disposition | 6.1K | $29.80 |
| 2025-07-01 | Siddiqui Masroor | Option exercise | 3.6K | — |
| 2025-07-01 | Siddiqui Masroor | Disposition | 3.6K | $29.73 |
| 2025-07-01 | Pessoa Ana Paula | Option exercise | 3.6K | — |
| 2025-07-01 | Pessoa Ana Paula | Disposition | 3.6K | $29.73 |
| 2025-07-01 | MURDOCH LACHLAN K | Option exercise | 3.6K | — |
| 2025-07-01 | MURDOCH LACHLAN K | Disposition | 3.6K | $29.73 |
| 2025-07-01 | BANCROFT NATALIE | Option exercise | 3.6K | — |
| 2025-07-01 | BANCROFT NATALIE | Disposition | 3.6K | $29.73 |
| 2025-07-01 | AZNAR JOSE MARIA | Option exercise | 3.6K | — |
| 2025-07-01 | AZNAR JOSE MARIA | Disposition | 3.6K | $29.73 |
| 2025-04-09 | AZNAR JOSE MARIA | Option exercise | 20 | — |
| 2025-04-09 | AZNAR JOSE MARIA | Disposition | 20 | $23.97 |
| 2025-04-09 | Siddiqui Masroor | Option exercise | 20 | — |
| 2025-04-09 | Siddiqui Masroor | Disposition | 20 | $23.97 |
| 2025-04-09 | Pessoa Ana Paula | Option exercise | 20 | — |
| 2025-04-09 | Pessoa Ana Paula | Disposition | 20 | $23.97 |
| 2025-04-09 | MURDOCH LACHLAN K | Option exercise | 20 | — |
| 2025-04-09 | MURDOCH LACHLAN K | Disposition | 20 | $23.97 |
| 2025-04-09 | BANCROFT NATALIE | Option exercise | 20 | — |
| 2025-04-09 | BANCROFT NATALIE | Disposition | 20 | $23.97 |
| 2025-04-01 | BANCROFT NATALIE | Disposition | 5.0K | $27.00 |
| 2025-04-01 | AZNAR JOSE MARIA | Disposition | 5.0K | $27.00 |
| 2025-04-01 | Siddiqui Masroor | Option exercise | 5.0K | — |
| 2025-04-01 | Siddiqui Masroor | Disposition | 5.0K | $27.00 |
| 2025-04-01 | Pessoa Ana Paula | Option exercise | 5.0K | — |
| 2025-04-01 | Pessoa Ana Paula | Disposition | 5.0K | $27.00 |
| 2025-04-01 | MURDOCH LACHLAN K | Option exercise | 5.0K | — |
| 2025-04-01 | MURDOCH LACHLAN K | Disposition | 5.0K | $27.00 |
| 2025-04-01 | BANCROFT NATALIE | Option exercise | 5.0K | — |
| 2025-04-01 | AZNAR JOSE MARIA | Option exercise | 5.0K | — |
| 2025-01-02 | AZNAR JOSE MARIA | Option exercise | 3.0K | — |
| 2025-01-02 | Pessoa Ana Paula | Disposition | 3.0K | $27.46 |
| 2025-01-02 | Siddiqui Masroor | Option exercise | 3.0K | — |
| 2025-01-02 | Siddiqui Masroor | Disposition | 3.0K | $27.46 |
| 2025-01-02 | Pessoa Ana Paula | Option exercise | 3.0K | — |
| 2025-01-02 | MURDOCH LACHLAN K | Option exercise | 3.0K | — |
| 2025-01-02 | MURDOCH LACHLAN K | Disposition | 3.0K | $27.46 |
| 2025-01-02 | BANCROFT NATALIE | Option exercise | 3.0K | — |
| 2025-01-02 | BANCROFT NATALIE | Disposition | 3.0K | $27.46 |
| 2025-01-02 | AZNAR JOSE MARIA | Disposition | 3.0K | $27.46 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-26 | 2026-06-25 | 0001564708-26-000140 ↗ |
| 8-K | 2026-06-25 | 2026-06-24 | 0001564708-26-000139 ↗ |
| 8-K | 2026-06-24 | 2026-06-23 | 0001564708-26-000138 ↗ |
| 8-K | 2026-06-23 | 2026-06-22 | 0001564708-26-000137 ↗ |
| 8-K | 2026-06-22 | 2026-06-18 | 0001564708-26-000136 ↗ |
| 8-K | 2026-06-18 | 2026-06-17 | 0001564708-26-000135 ↗ |
| 8-K | 2026-06-17 | 2026-06-16 | 0001564708-26-000134 ↗ |
| 8-K | 2026-06-16 | 2026-06-15 | 0001564708-26-000133 ↗ |
| 8-K | 2026-06-15 | 2026-06-12 | 0001564708-26-000132 ↗ |
| 8-K | 2026-06-12 | 2026-06-12 | 0001564708-26-000131 ↗ |
| 8-K | 2026-06-12 | 2026-06-11 | 0001564708-26-000127 ↗ |
| 8-K | 2026-06-11 | 2026-06-10 | 0001564708-26-000126 ↗ |