Is News Corp. Stock Outperforming the S&P 500?

Core Insights - News Corporation (NWS) is valued at approximately $19.2 billion and operates as a global media and information services company, distributing content across various platforms including newspapers, digital media, book publishing, and subscription video services [1] - NWS is categorized as a "large-cap stock" due to its market capitalization exceeding $10 billion, indicating its substantial size and influence in the communication services sector [2] Stock Performance - NWS reached an all-time high of $35.58 on August 6 and is currently trading 4.7% below that peak, with a nearly 5% gain over the past three months, which is significantly lower than the S&P 500 Index's 11.4% increase during the same period [3] - Year-to-date, NWS stock has gained 11.5% and has increased 21.7% over the past 52 weeks, although it has underperformed compared to the S&P 500's 13.3% gains in 2025, while outperforming the S&P's 16.6% returns over the past year [4] Financial Results - Following the release of better-than-expected Q4 results on August 5, NWS stock prices saw a 1.1% increase. The company's revenues from book publishing and news media segments experienced a notable decline, while revenues from Dow Jones and digital real estate services showed significant growth [5] - NWS reported total sales of $2.1 billion, reflecting an 81 basis points year-over-year increase, slightly above market expectations. Total segment EBITDA rose by 5% to $322 million, and adjusted EPS was $0.19, down 5% year-over-year but exceeding consensus estimates by 5.6% [5] Comparative Analysis - Despite solid performance, NWS has lagged behind Fox Corporation (FOXA), which saw a 24.8% increase in 2025 and 49.8% gains over the past year [6] - Among analysts covering NWS, the consensus rating is a "Moderate Buy," with a mean price target of $39.67, indicating a potential upside of 17% [6]