News Corp's fiscal 2026 Q4 shows a dramatic gross margin expansion to 73.0% from 50.8% in the prior quarter, signaling a potential structural shift in revenue mix, while revenue growth rebounded to 10.8% from a -18.5% contraction in 2024Q3.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth stabilized to 10.8% in 2026Q4, but gross margin volatility (50.7% to 73.0% over the last ten quarters) and inconsistent operating margins (7.8% to 21.5%) raise questions about earnings durability.
News Corporation's global diversified media and information services provide resilience and multiple revenue streams.
In-depth institutional research highlights the company's valuation, catalysts, and alternative data signals, supporting investor confidence.
Analyst projections and AI models forecast a stable to bullish price target for 2026 and beyond, indicating growth potential.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 4, 2026 | $0.28+6.6% vs $0.26 | $2.3B+0.6% vs $2.3B |
Q3 2026 Aug 5, 2026 | $0.35+50.7% vs $0.23 | $2.3B+4.0% vs $2.2B |
Q2 2026 May 7, 2026 | $0.21+11.5% vs $0.19 | $2.2B+3.2% vs $2.1B |
Q1 2026 Feb 5, 2026 | $0.40+60.0% vs $0.25 | $2.4B+2.4% vs $2.3B |
News NASDAQ: NWS reported higher revenue and profit for its fiscal first quarter of 2027, as growth at Dow Jones, digital real estate and book publishing offset a weaker performance in its news media division.
Digital-only subscriptions to The Wall Street Journal averaged 4.66 million in the quarter.
"Our three engines of growth - Digital Real Estate Services, Dow Jones and Book Publishing - collectively delivered robust results despite volatile economic conditions," Thomson said.
NEW YORK--(BUSINESS WIRE)--News Corporation (“News Corp” or the “Company”) (Nasdaq: NWS, NWSA; ASX: NWS, NWSLV) today reported financial results for the three months ended September 30, 2026. Commenting on the results, Chief Executive Robert Thomson said: “We began Fiscal 2027 with a record first quarter performance, as revenues increased 6 percent to $2.3 billion, net income expanded 43 percent to $215 million and Total Segment EBITDA surged 19 percent to $403 million, while our margins expand.
Benchmark NWS against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for News Corporation (NWS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $28.96 | $15.85B | 25.35 | 6.82% | 6.76% | 6.67% | 1.26% | |
| $68.36 | $11.1B | 27.15 | 9.24% | 13.41% | 20.09% | 0.98% | |
| $26.39 | $14.81B | 23.10 | 6.82% | 6.76% | 6.67% | 1.38% | |
| $6.59 | $40.19M | -4.23 | -8.02% | -1.84% | — | — | |
| $66.64 | $29.22B | 14.06 | 5.07% | 11.3% | 17.39% | 1% | |
| $116.75 | $202.74B | 23.66 | 3.35% | 8.7% | 7.47% | 0.85% |
News Corporation (NWS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
News Corporation (NWS) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 7, 2026·SEC
Aug 6, 2026·SEC
Aug 5, 2026·SEC
Aug 7, 2026·SEC
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News Corporation (NWS) stock FAQ — growth, dividends, profitability & financials explained
News Corporation (NWS) reported $9.16B in revenue over the trailing twelve months. Revenue was $9.03B in fiscal year 2026. That is 1% less than the $9.10B of fiscal year 2011.
News Corporation (NWS) grew revenue by 7.8% over the trailing twelve months, compared with the twelve months before.
Yes. News Corporation (NWS) earned $620.0M in net income over the trailing twelve months (a 6.8% net margin).
Yes. News Corporation (NWS) pays a dividend that yields 1.26% at the current price, a moderate yield.
News Corporation (NWS) had a return on equity (ROE) of 6.7% over the trailing twelve months. That is below the market's typical 10-15%.
News Corporation (NWS) generated $980.0M in free cash flow over the trailing twelve months.
