With a market cap of $19 billion, News Corporation (NWS) is a global, diversified media and information services company that creates and distributes authoritative content, products, and services across information services and news, digital real estate, and book publishing. It operates primarily across the United States, Australia, and the United Kingdom, with its content and services reaching audiences worldwide.
Shares of the New York-based company have underperformed the broader market over the past 52 weeks. NWS stock has risen 1.3% over this time frame, while the broader S&P 500 Index ($SPX) has rallied 18.7%. However, shares of the company are up 18.6% on a YTD basis, outpacing SPX’s 12.2% return.
Looking closer, shares of the Wall Street Journal publisher have slightly lagged behind the State Street Communication Services Select Sector SPDR ETF’s (XLC) 1.5% gain over the past 52 weeks.
News Corporation shares rose 1.3% on Aug. 5 after the company reported better-than-expected Q4 2026 revenue of $2.34 billion and adjusted EPS nearly doubled year-over-year to $0.35. The strong performance was driven by 7% growth in Dow Jones revenue and a 19% increase in digital real-estate services revenue, highlighting the benefits of News Corp’s shift toward digital-first businesses. Investor sentiment was further supported by its AI strategy, including content relationships with OpenAI and Meta and advanced discussions with several other technology companies, positioning the company to benefit from growing AI-content licensing demand.
For the fiscal year ending in June 2027, analysts expect NWS's adjusted EPS to grow 11% year-over-year to $1.31. The company's earnings surprise history is promising. It beat the consensus estimates in each of the last four quarters.
Among the three analysts covering the stock, the consensus rating is a “Moderate Buy.” That’s based on two “Strong Buy” ratings and one “Hold.”
This configuration has remained unchanged over the past three months.
On Aug. 21, JPMorgan raised News Corporation’s price target to $38 and maintained an “Overweight” rating.
The mean price target of $38.50 represents a 9.5% premium to NWS’ current price levels. The Street-high price target of $39 suggests a nearly 11% potential upside.
On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
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