Fox Corporation Announces It Will Match U.S. Government's $1,000 Contribution To "Trump Accounts" Children's Retirement Program [Accessibility Statement] Skip NavigationNEW YORK and LOS ANGELES, Feb. 19, 2026 /PRNewswire/ -- Fox Corporation (Nasdaq: FOXA, FOX; "FOX" or the "Company") today announced that it will match the U.S. government's one-time $1,000 contribution to the "Trump Accounts" children's retirement savings account program for eligible U.S. employees, underscoring the Company's continued suppo ...

Core Viewpoint - The consumer discretionary sector has shown moderate growth over the past year, but is currently experiencing a negative year-to-date performance, prompting the identification of five stocks with potential for investment despite the sector's recent slump [2][4]. Consumer Discretionary Sector Overview - The consumer discretionary sector is characterized as growth-oriented, with share prices expected to increase over the long term. This sector is sensitive to market interest rate movements and typically exhibits an inverse relationship with them [3]. Interest Rate Impact - The Federal Reserve's recent easy monetary policies, including significant cuts to the benchmark lending rate, have created uncertainty regarding interest rate trajectories for the current year. Additionally, concerns about AI's impact on corporate profits have affected growth-oriented stocks [4]. Selected Stocks for Investment - Five consumer discretionary stocks have been identified for investment based on their favorable Zacks Rank: Ralph Lauren Corp., Roku Inc., Airbnb Inc., FOX Corp., and Carnival Corporation & plc. Each stock carries a Zacks Rank of 1 (Strong Buy) or 2 (Buy), with potential for double-digit price upside in the short term [5]. Ralph Lauren Corp. (RL) - Ralph Lauren has a Zacks Rank of 2 and is benefiting from its "Next Great Chapter: Drive Plan," which emphasizes brand elevation and operational agility. The company expects revenue growth in the high-single to low-double digits for fiscal 2026, with gross margin increasing by 40-80 basis points and operating margin expanding by 100-140 basis points [6][7]. - The expected revenue and earnings growth rates for Ralph Lauren are 11.7% and 30.5%, respectively, for the current year, with a short-term average price target indicating an 11.8% increase from the last closing price of $369.18 [8]. Roku Inc. (ROKU) - Roku holds a Zacks Rank of 1, showcasing strong platform revenue growth driven by innovative advertising and streaming services. The company has achieved significant household penetration and improved profitability through strong free cash flow generation [9][10]. - Roku's expected revenue and earnings growth rates are 15.4% and over 100%, respectively, for the current year, with a short-term average price target suggesting a 35.7% increase from the last closing price of $90.06 [13]. Airbnb Inc. (ABNB) - Airbnb has a Zacks Rank of 2 and is experiencing growth in Nights and Experiences Booked, positively impacting its Gross Booking Value. The company benefits from increasing guest demand and a recovery in cross-border travel [14][15]. - The expected revenue and earnings growth rates for Airbnb are 10.8% and 18.1%, respectively, for the current year, with a short-term average price target indicating a 20.4% increase from the last closing price of $121.35 [16]. FOX Corp. (FOX) - FOX has a Zacks Rank of 1 and produces a variety of content, including news and sports. The expected revenue and earnings growth rates for FOX are -0.9% and -2.3%, respectively, for the current year, but the Zacks Consensus Estimate for earnings has improved by 6.9% over the last 30 days [17]. - The short-term average price target for FOX suggests a 36.1% increase from the last closing price of $51.56 [18]. Carnival Corporation & plc (CCL) - Carnival has a Zacks Rank of 1 and is benefiting from strong demand, increased booking volumes, and a focus on marketing to attract new customers. The company emphasizes the role of digital marketing and AI in enhancing effectiveness [19][20]. - The expected revenue and earnings growth rates for Carnival are 4.6% and 12.9%, respectively, for the current year, with a short-term average price target indicating a 19.1% increase from the last closing price of $31.77 [21].

Key Takeaways FOXA is expected to benefit from strong NFL viewership and FOX News ratings supporting reach and ad demand.Year-over-year comparisons are expected to be impacted by the absence of prior political advertising revenues.The Zacks Consensus Estimate for FOXA's Q4 2025 EPS is pegged at 46 cents, unchanged over the past 30 days.Fox Corporation (FOXA) is set to report second-quarter fiscal 2026 results on Feb. 4.For the to-be-reported quarter, the Zacks Consensus Estimate for earnings is pegged at 46 ...

Group 1 - Fox Corporation will discuss its second quarter fiscal 2026 financial results via a live audio webcast on February 4, 2026, at 8:30 a.m. ET / 5:30 a.m. PT [1] - The financial results will be released at approximately 8:00 a.m. ET / 5:00 a.m. PT on the same day [1] - An archived version of the webcast will be available on the company's investor relations website [1] Group 2 - Fox Corporation produces and distributes news, sports, and entertainment content through brands such as FOX News Media, FOX Sports, Tubi Media Group, FOX Entertainment, and FOX Television Stations [2] - The company holds cultural significance with consumers and commercial importance for distributors and advertisers [2] - Fox Corporation aims to leverage its strengths and invest in new initiatives to enhance its offerings and consumer relationships [2]

Core Viewpoint - Fox Corporation is experiencing a strong performance driven by its diverse media offerings and strategic initiatives, despite facing a projected decline in earnings per share (EPS) for fiscal 2026. Group 1: Company Overview - Fox Corporation, based in New York, has a market capitalization of approximately $32.7 billion and operates 29 full-power broadcast stations, reaching audiences through various channels including cable, satellite, and digital platforms [1]. Group 2: Financial Performance - Analysts forecast a diluted EPS of $0.46 for fiscal 2026 Q2, representing a 52.1% decline from $0.96 in the same quarter last year, although the company has a history of beating EPS estimates [2]. - For fiscal 2026, Wall Street projects a diluted EPS of $4.42, a 7.5% year-over-year decline, followed by a rebound in fiscal 2027 with EPS growth of 15.2% to $5.09 [2]. Group 3: Stock Performance - FOXA stock has surged 53.4% over the past 52 weeks and has gained 4.2% year-to-date, outperforming the broader market and the S&P 500 Index, which rose 16.2% over the same period [3]. - The stock's performance is particularly notable within the communications sector, where it has outperformed the State Street Communication Services Select Sector SPDR ETF, which increased by 18.6% in 52 weeks but declined slightly year-to-date [3]. Group 4: Recent Developments - On October 30, 2025, FOXA stock rose 7.7% intraday following strong fiscal 2026 Q1 results, with revenue climbing 4.9% year-over-year to $3.74 billion, exceeding analyst estimates [4]. - Adjusted EPS for the first quarter increased by 4.1% to $1.51, surpassing analyst expectations of $1.08 [4]. - The strong performance was significantly driven by Tubi, which achieved its first profitable quarter, with ad revenue increasing by approximately 27% and average viewing time rising by 18% [5]. - NFL ratings also improved, up nearly 12% year-over-year, reinforcing Fox's dominance in live sports content [5]. - Additionally, Fox announced a $1.5 billion share buyback, indicating management's confidence in the company's growth trajectory and commitment to returning capital to shareholders [5].

Core Insights - Fox Corporation will discuss its first quarter fiscal 2026 financial results through a live audio webcast on October 30, 2025, at 8:00 a.m. ET [1] - The financial results will be released at approximately 7:30 a.m. ET on the same day [1] Company Overview - Fox Corporation produces and distributes news, sports, and entertainment content through major brands such as FOX News Media, FOX Sports, Tubi Media Group, FOX Entertainment, and FOX Television Stations [2] - These brands are culturally significant to consumers and commercially important for distributors and advertisers [2] - The company has a strong track record in the news, sports, and entertainment industry, which shapes its strategy to leverage existing strengths and invest in new initiatives [2]

Company Overview - Fox Corporation (FOXA) has a market cap of $27 billion and is a leading U.S.-based media company delivering news, sports, and entertainment through brands like FOX News, FOX Sports, the FOX Network, and Tubi [1] - The company operates across four segments: Cable Network Programming, Television, Credible, and FOX Studio Lot, reaching audiences through broadcast, cable, digital platforms, and production services [1][2] Stock Performance - FOXA shares have declined marginally from a 52-week high of $62.69, but the stock has increased nearly 13% over the past three months, underperforming the Nasdaq Composite's 17.2% return [3] - Year-to-date, FOXA stock is up 28.5%, surpassing the Nasdaq's over 18% gain, and has climbed 55.2% over the past 52 weeks compared to the Nasdaq's over 28% surge [4] Financial Results - In Q4 2025, FOXA reported adjusted EPS of $1.27 and revenue of $3.29 billion, but shares fell 3.7% due to rising SG&A expenses, which increased 9.5% year-over-year, impacting margins [5] - Advertising growth is viewed as less durable due to tough year-over-year comparisons linked to the absence of UEFA and Copa América broadcasts [5] Analyst Sentiment - Analysts remain cautiously optimistic about FOXA, with a consensus rating of "Moderate Buy" from 20 analysts, and the stock is trading above the mean price target of $60.29 [6]

Group 1 - Fox Corporation will discuss its fourth quarter and full year financial results for the 2025 fiscal year on August 5, 2025, at 8:30 a.m. ET [1] - The financial results will be released at approximately 8:00 a.m. ET on the same day [1] - A live audio webcast of the presentation will be available for investors [1] Group 2 - Fox Corporation produces and distributes news, sports, and entertainment content through brands like FOX News Media, FOX Sports, and FOX Entertainment [2] - The company holds cultural significance and commercial importance, allowing it to engage audiences and develop consumer relationships [2] - Fox Corporation has a strong track record in the news, sports, and entertainment industry, shaping its strategy for future investments [2]

Core Insights - Fox Corporation has appointed Puja Vohra as Chief Marketing Officer and Executive Vice President of Advertising Sales, a newly created role aimed at centralizing ad sales marketing across the FOX portfolio [1][2][3] Group 1: Role and Responsibilities - Vohra will develop and execute ad sales marketing strategies for the FOX portfolio, which includes FOX Entertainment, FOX News, FOX Sports, and Tubi [2] - Her responsibilities include creating unified messaging, identifying customer needs, and market trends to enhance sales effectiveness across the portfolio [2][3] Group 2: Leadership and Experience - Jeff Collins, President of Advertising Sales, expressed confidence in Vohra's extensive B2B and B2C marketing experience to amplify the portfolio's value proposition [3] - Vohra previously served as Executive Vice President of Marketing for Paramount+, leading campaigns for popular series and overseeing marketing for high-impact content [3][4] Group 3: Career Background - Vohra has held significant marketing roles at Showtime and Warner Media, where she led marketing for award-winning series and brand positioning initiatives [4][5] - Earlier in her career, she worked at NBCUniversal, where she was instrumental in launching major shows and developing brand strategies [5][6] Group 4: Education and Recognition - Vohra holds a bachelor's degree in commerce and an MBA in Marketing & Economics, along with executive education from Harvard and Stanford [7] - Throughout her career, she has received numerous industry awards, including Peabody and Clio awards, highlighting her contributions to the marketing field [6]

Core Viewpoint - Fox (FOXA) has demonstrated strong financial performance and growth potential, particularly in its Television and Cable Networking segments, making it an attractive investment opportunity for 2025 [2][8]. Financial Performance - In Q3 fiscal 2025, Fox reported a 27% increase in total revenues and achieved the highest free cash flow in its history, exceeding $1.9 billion [3]. - The Super Bowl broadcast contributed over $800 million in advertising revenues, marking it as the most-watched telecast in U.S. history [3]. Segment Performance - Tubi, Fox's free streaming platform, experienced a 35% year-over-year revenue increase, with rising engagement and view time [4]. - The cable segment benefited from a 26% increase in ad revenues, bolstered by Fox News being the most-watched cable channel [4]. Growth Strategy - Fox's growth strategy centers on live content from its core brands: FOX News, FOX Sports, and the FOX Network, capitalizing on the rising demand for live programming [5]. - The company anticipates steady growth in affiliate fees, which will support long-term revenue growth [5]. Market Position - FOX News ranks as the second most trusted and top-rated news channel in the U.S., with FOX Nation gaining traction through 700 hours of original content [6]. Earnings Estimates - The Zacks Consensus Estimate for FOXA's 2025 earnings is $4.52 per share, reflecting a 31.78% year-over-year growth, with revenues projected at $16.11 billion, indicating a 15.24% increase [7]. - FOXA has consistently beaten earnings estimates over the past four quarters, with an average surprise of 25.97% [7]. Investment Outlook - Fox's strong fundamentals, record free cash flow, and momentum in streaming services position it well for continued growth and investor confidence in 2025 [8]. - The company currently holds a Zacks Rank 2 (Buy) and a Growth Score of B, indicating a favorable investment opportunity [9].