Wednesday, October 15, 2025

Is News Corporation Stock Underperforming the Nasdaq?

Based in New York, News Corporation (NWSA) is a global media and information services powerhouse with a market capitalization of about $17.3 billion, securing its place in the “large-cap” bracket reserved for companies valued above $10 billion. Its portfolio spans newspapers, podcasts, video platforms, mobile apps, live journalism, and proprietary databases.

The brand lineup features The Wall Street Journal, Barron’s, MarketWatch, Factiva, and The Times, alongside The Australian, Herald Sun, The Sun, and New York Post. HarperCollins boosts its publishing reach, Storyful adds social media depth, sports channels expand its media mix, and property-related advertising and digital real estate services anchor it in both consumer and business markets.

On the market front, NWSA stock tells an interesting tale. After hitting a 52-week high of $30.86 on Sept. 19, the stock has declined marginally. The past three months have brought a 9.1% rise. But in the same stretch, the Nasdaq Composite ($NASX) leaped higher with a 15.8% gain, highlighting the gap in momentum.

www.barchart.com
www.barchart.com

Looking back over 52 weeks, NWSA advanced 15.4%, with an 11.2% gain in 2025 alone. By contrast, Nasdaq surged 25.6% across the year and 17.2% year-to-date, outshining NWSA’s climb.

Technically, the stock has stayed above its 50-day moving average of $29.52 since mid-August and above the 200-day moving average of $28.33 since late June. It was only in early September, however, that NWSA began consistently trading above both levels together, though a few brief slips interrupted the streak.

www.barchart.com
www.barchart.com

Earnings gave the stock another lift on August 6, a day following the release of stronger-than-expected Q4 2025 top line. Revenue came in at $2.11 billion, beating analyst estimates of $2.10 billion, fueled by growing digital subscriptions and a robust performance from the Dow Jones unit. Adjusted EPS came in at $0.19, slightly missing the Street’s forecast of $0.20.

However, there are developments as well. The company has unveiled plans for a West Coast expansion with the launch of The California Post in early 2026. News Corporation’s management also aims to speed up the stock buyback program and deepen investments in Dow Jones Professional Information Services.

The company expects margin expansion in its B2B businesses while ongoing artificial intelligence (AI) licensing negotiations add another lever for growth. These initiatives could build a promising narrative for a stock that continues to trail the broader index and industry trends.

For instance, the comparison with its rival Nexstar Media Group, Inc. (NXST) makes this evident. NXST has gained 24.6% in the past year and is already up 32.3% in 2025, putting NWSA’s underperformance in perspective.

Even so, analysts lean firmly bullish. Out of 10 analysts tracking the stock, the consensus rating lands at a “Strong Buy.” Their mean price target of $39.24 suggests a premium of 28.2% to current levels, signaling faith in the company’s long-term story.

On the date of publication, Anushka Mukherjee 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. This article was originally published on Barchart.com

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