2 weeks ago 2 weeks ago

Decoding NWSA’s Latest SEC Filing: What’s REALLY Behind the Buyback Blitz?

by Jeff D 2 weeks ago2 weeks ago

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News Corp Keeps Buying Back: Another Day, Another Dip into the Billion-Dollar Cookie Jar

News Corporation’s latest 8-K filing, dated May 22, 2025, reveals – you guessed it – more share buybacks. Let’s dive into the specifics and see what this means for the ongoing narrative.

The 8-K form itself mainly confirms the ongoing execution of the $1 billion repurchase program and points us to the attached exhibits for the juicy details. As previously reported, under News Corporation’s stock repurchase program, the Company is authorized to acquire from time to time up to $1 billion in the aggregate of the Company’s outstanding shares. No surprises here, folks. This echoes the steady drumbeat of buyback announcements we’ve seen in previous filings, signaling a continued commitment to returning capital to shareholders. ✅

The EX-99.1 provides the breakdown for Class A shares: 13,126 shares repurchased for a cool $364,238.62. Meanwhile, EX-99.2 shows 6,574 Class B shares were scooped up for $210,839.36. This brings the total spent on buybacks under the program to approximately $676.6 million. At this rate, they’re well on their way to exhausting that $1 billion authorization.

News Corp continues its steady march towards completing its $1 billion share buyback program, having now repurchased approximately $676.6 million worth of its own stock.

The company’s consistent buyback activity reinforces its commitment to returning capital to shareholders.

With over two-thirds of the $1 billion program completed, the market will be watching closely to see how News Corp utilizes the remaining funds.

The Analyst’s Crystal Ball: NEWS CORPORATION (NWSA) – What Now? (Updated May 23, 2025) 🔮

Sentiment Score from latest documents (this batch only): 75/100 (raw avg: 0.50)

Implication of Current Filings: Positive Momentum Building

Overall Outlook & Forecast

Given the consistent buyback activity and the positive sentiment surrounding it, the outlook for News Corp appears positive in the short to medium term (1-2 years). The company’s commitment to returning capital to shareholders suggests confidence in its future prospects. However, it’s crucial to monitor how effectively the remaining buyback funds are utilized and whether this strategy translates into sustained growth.

What Would Make Us Yell “To The Moon!” (Go Long) 🚀

Signs that the share buybacks are contributing to increased earnings per share and a higher stock valuation.
Positive developments in News Corp’s core businesses, demonstrating growth and profitability beyond the impact of buybacks.
Strategic acquisitions or investments that leverage the company’s strengths and create new opportunities for growth.

When We’d Hit The Eject Button (Go Short) 📉

A slowdown or halt in the buyback program without a clear explanation or alternative strategy for capital allocation.
Declining performance in News Corp’s core businesses, indicating that the buybacks are masking underlying weakness.
Negative news or regulatory developments that could impact the company’s operations or financial stability.

The Mic Drop: So, What’s the Deal with NEWS CORPORATION’s Latest Paper Trail?

News Corp’s latest filings show more of the same: a steady commitment to their buyback program. While this reinforces the trend from previous filings, it doesn’t drastically shift the narrative. The company is clearly focused on returning value to shareholders, but the long-term impact remains to be seen. As always, this isn’t financial advice, so do your own research before making any investment decisions.