NASDAQ · Industrials

Fox Corporation Class A FOXA

Fox Corporation operates as a news, sports, and entertainment company in the United States. It operates in four segments: Cable Network Programming, Television, Credible, and The FOX Studio Lot. The Cable Network Programming segment produces and licenses news and sports content for distribution through traditional cable television systems, direct broadcast satellite operators, telecommunication companies, virtual multi-channel video programming distributors, and other digital platforms.

Broadcasting

Company profile

Business mix

  • It operates in four segments: Cable Network Programming, Television, Credible, and The FOX Studio Lot.
  • The Cable Network Programming segment produces and licenses news and sports content for distribution through traditional cable television systems, direct broadcast satellite operators, telecommunication companies.
  • Its Television segment produces, acquires, markets, and distributes programming through the FOX broadcast network, advertising-supported video-on-demand service Tubi, and operates full power broadcast television stations.
  • This segment also produces content for third parties. The Credible segment engages in the consumer finance marketplace.

Current key questions

  • Can broadband, mobile, video, and enterprise connectivity demand support subscriber growth, ARPU, and lower churn?
  • How do network investment, fiber capacity, spectrum, competition, regulation, and currency exposure affect free cash flow?
  • Does leverage, asset sales, M&A discipline, or market consolidation improve long-term per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 17.5 FCF 7.6% Buyback 3.61%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Yacktman Asset Management Stephen Yacktman 0.9% $69.4M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 1 Last 4 13F filing periods
Net reducers 2 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $9.0M Estimated from net added shares
Reduction amount $39.0M Estimated from net reduced shares
Net share change / base shares -23.7% -526,177 / 2,219,824
Gotham Asset Management Joel Greenblatt 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 36.3% 13F value change +$9.4M
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 2.2% 13F value change +$5.4M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 12.2% 13F value change +$12.4M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -50.8% 13F value change -$32.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 472,170 Last 4 periods -108,938 (-23.1%) Total shares 363,232 Value $21.2M
Yacktman Asset Management Stephen Yacktman 4 filing periods
13F 2025-06-30 Filed 2025-08-06
Minor reduction Shares -6.4% 13F value change -$7.2M
13F 2025-09-30 Filed 2025-11-04
Minor reduction Shares -7.1% 13F value change +$4.2M
13F 2025-12-31 Filed 2026-02-03
Major reduction Shares -20.9% 13F value change -$8.0M
13F 2026-03-31 Filed 2026-05-01
Minor reduction Shares -1.1% 13F value change -$18.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 1,747,654 Last 4 periods -559,280 (-32.0%) Total shares 1,188,374 Value $69.4M
Bridgewater Associates Ray Dalio 3 filing periods
13F 2025-03-31 Filed 2025-05-14
New Shares - 13F value change +$51.1M
13F 2025-06-30 Filed 2025-08-13
Major increase Shares 30.7% 13F value change +$15.0M
13F 2025-09-30 Filed 2025-11-13
Major reduction Shares -88.0% 13F value change -$57.2M
Settlement As of 13F 2025-09-30 · Filed 2025-11-13
Base shares 0 Last 4 periods +142,041 (New) Total shares 142,041 Value $9.0M

Recent mentions

No public mentions.