FOXA Earnings
Monday, May 11 2026
EPS Estimate
$0.97
$0.66 – $1.26
Revenue Estimate
$3.8B
Current Price
$62.85
Our Position
bearishBofA slashes Fox target 44% on NFL renewal risk
structured data
est. revisions stable
(-0.7pp / 30d)
This isn't a gradual reassessment — it's a wholesale pivot on a core asset valuation question. If NFL renewal costs spike beyond consensus, Fox's margins compress hard. BofA's downgrade effectively says the market hasn't priced in that tail risk, and Fox has the most to lose among peers.
Watch: NFL negotiation timelines and reported rights fees when talks heat up. Any early signals on cost inflation versus current guidance will either validate or undercut BofA's downside scenario.
Data Signal Summary
1 bullish
2 bearish
Insider buying cluster
Put/call 11.2 (bearish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
-4.1%
P/E Ratio
15.4
Est. Revisions (30d)
-1.1% 1up/2dn
Analyst Target (mean)
$71 $45–$97 +13%
Options P/C Ratio
11.17
Est. Dispersion
62% 16 analysts
Insider Cluster
strong buy (officer)
Recent Activity
insider trades
40 transactions
Other
·
CIONGOLI ADAM GREY (Officer)
·26,631 shares
Other
·
BURCK WILLIAM A. J.D. (Director)
·2,235 shares
Sell
·
NALLEN JOHN P (President)
·459,115 shares
·$26,494,984
Exercise
·
NALLEN JOHN P (President)
·459,115 shares
·$17,756,511
Sell
·
CIONGOLI ADAM GREY (Officer)
·29,897 shares
·$2,079,336
35 more
Sell
·
TOMSIC STEVEN
·138,397 shr
·$9,208,936
Exercise
·
TOMSIC STEVEN
·138,397 shr
·$5,280,880
Sell
·
MURDOCH KEITH RUPERT
·168,756 shr
·$11,132,833
Exercise
·
MURDOCH KEITH RUPERT
·168,756 shr
·$5,653,326
Sell
·
RYAN PAUL D
·17,767 shr
·$1,143,484
Other
·
RYAN PAUL D
·8,121 shr
Other
·
HERNANDEZ ROLAND A
·8,121 shr
Other
·
CAREY CHARLES
·8,121 shr
Sell
·
MFT SH FAMILY TRUST
·9,498 shr
·$543,191
Buy
·
LGC HOLDCO, LLC
·9,498 shr
·$543,191
Other
·
TOMSIC STEVEN
·93,267 shr
Other
·
MURDOCH LACHLAN KEITH
·342,008 shr
Other
·
NALLEN JOHN P
·155,454 shr
Other
·
CIONGOLI ADAM GREY
·40,332 shr
Other
·
MURDOCH KEITH RUPERT
·110,002 shr
Sell
·
TOMSIC STEVEN
·45,249 shr
·$2,502,662
Exercise
·
TOMSIC STEVEN
·45,249 shr
·$1,821,725
Sell
·
CIONGOLI ADAM GREY
·1,278 shr
·$69,178
Sell
·
MURDOCH KEITH RUPERT
·957,895 shr
·$44,158,253
Exercise
·
MURDOCH KEITH RUPERT
·957,895 shr
·$32,983,758
Sell
·
NALLEN JOHN P
·182,481 shr
·$7,979,894
Exercise
·
NALLEN JOHN P
·182,481 shr
·$4,766,404
Other
·
RYAN PAUL D
·6,135 shr
Other
·
HERNANDEZ ROLAND A
·6,135 shr
Other
·
CAREY CHARLES
·6,135 shr
Other
·
TOMSIC STEVEN
·48,862 shr
Buy
·
MURDOCH LACHLAN KEITH
·119,705 shr
·$4,675,677
Sell
·
MURDOCH LACHLAN KEITH
·119,705 shr
·$4,675,677
Other
·
MURDOCH LACHLAN KEITH
·212,040 shr
Sell
·
NALLEN JOHN P
·52,874 shr
·$2,059,971
Other
·
NALLEN JOHN P
·96,377 shr
Other
·
CIONGOLI ADAM GREY
·25,212 shr
Other
·
MURDOCH KEITH RUPERT
·30,230 shr
Other
·
CIONGOLI ADAM GREY
·26,333 shr
Sell
·
TOMSIC STEVEN
·30,000 shr
·$1,027,800
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