News Corp - Ordinary Shares - Class B
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+ FollowMarket Cap$24.76B
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Earnings Call Q4 2026
August 5, 2026 - AI Summary
Strong Q4 + full-year profitability and cash generation (good):
- Q4 (continuing ops): Revenue $2.3B (+11% YoY); Total segment EBITDA $423M (+31% YoY); EBITDA margin up ~280 bps to 18.1%; Net income +167% to $230M.
- EPS: Reported $0.33 vs $0.09; Adjusted $0.35 vs $0.19.
- Full year: Revenue $9.0B (+7%); Total segment EBITDA $1.6B (+15%); margin up from 16.7% to 18%; Free cash flow $811M (+42%).
- Call highlighted momentum: 12 consecutive quarters of revenue growth and 13 consecutive quarters of YoY EBITDA growth.
Digital transformation + portfolio mix driving results (good):
- Company described as digital-first with 61% of FY2026 revenues digital.
- Core engines performing: Dow Jones, Digital Real Estate Services (REA/Realtor.com), and Book Publishing delivered outsized performance; their combined segment EBITDA growth in Q4 was ~30% (accelerating from Q3).
- Dow Jones: Q4 revenue $644M (+7%); segment EBITDA $181M (+20%) with margins up ~310 bps to 28.1%; B2B is >50% of segment profitability.
- Digital Real Estate: Q4 revenues +19% to $553M and segment EBITDA +46% to $222M; Realtor.com +13% revenue growth; REA +21% revenue growth.
Capital returns accelerated; shareholder-friendly (good, with context):
- Q4 buyback $184M.
- FY2026 buyback $643M, >4x FY2025 ($150M).
- Management noted buybacks benefited from about $380M Foxtel shareholder loan repayment.
- No dividend was discussed in the transcript; emphasis is on repurchases as the primary return mechanism.
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$23.23
28.4% downside
Current Fair Value
28.4% downsideOvervalued by 28.4% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $24.76 Billion |
|---|---|
| Enterprise Value | $26.04 Billion |
| Annual dividend | $0.20 |
| Dividend yield | 0.63% |
| Earnings per Share | $1.03 |
| Beta | 0.97 |
| Outstanding Shares | 556,500,000 |
Return
| Return on Equity | 9.62% |
|---|---|
| Return on Assets | 5.28% |
| Return on Invested Capital | 4.37% |
Valuation & Multiples
| P/E Ratio | 30.82 |
|---|---|
| PEG | -40.6 |
| Price to Sales | 2.03 |
| Price to Book Ratio | 2.03 |
| Enterprise Value to Revenue | 2.88 |
| Enterprise Value to EBIT | 46.58 |
| Enterprise Value to Net Income | 31 |
| Total Debt to Enterprise | 0.13 |
| Debt to Equity | 0.4 |
Revenue Sources
No data
Last Earnings Call
Report Date
August 5, 2026
EPS Estimate
$0.23
Consensus analyst estimateRevenue Estimate
$2.25 B
Consensus analyst estimateNext Earnings Call
Expected Date
November 4, 2026
EPS Estimate
$0.26
Consensus analyst estimateRevenue Estimate
$2.27 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.00000% |
|---|---|
| Total Calls | - |
| Total Puts | - |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 0.45%▼ 15.35% |
|---|---|
| Total Invested | $78.98M▼ 96.82% |
| Investors Holding | 102▼ 244.00% |
About News Corp
21,700 employees
CEO: Robert Thomson
News Corporation is a global media and information services powerhouse, dedicated to creating and delivering compelling, authoritative content, along with diverse products and services, to consumers and businesses worldwide. Its extensiv...