FOXA Fox Corporation

bearish track record → $62.85 -1.68 (-2.6%)
Get emailed when FOXA changes direction
Mkt Cap $27B P/E 15.4 fwd 12.5 52wk $47.66 - $76.39 Earnings 2026-05-11 52d ago
Insider selling: $113,076,199 sold by 11 insiders (30d)
Factor divergence: DIVERGENCE: options_sentiment bullish vs analyst_revisions bearish
Est. revisions: -1.1% (1 up, 2 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net -0.7)

Factor Model

net -0.7 2.4 / 10
Est. Revisions
-0.1
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-0.6
Narrative Gap
+0.0

BofA slashes Fox target 44% on NFL renewal risk

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.

Bank of America downgraded Fox Corp to Underperform, cutting its price target from $80 to $45 — a 44% downside call. The analyst flagged Fox as the media stock most exposed to upcoming NFL rights negotiations, viewing the renewal as a material execution risk. That single catalyst now drives BofA's bearish stance.

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.

Evidence

13d ago Insider sell by MURDOCH KEITH RUPERT (FOXA): $44,158,253
13d ago Insider buy by MURDOCH LACHLAN KEITH (FOXA): $4,675,677
13d ago Insider sell by NALLEN JOHN P (FOXA): $26,494,984
13d ago Insider sell by MURDOCH KEITH RUPERT (FOXA): $11,132,833
13d ago Insider buy by LGC HOLDCO, LLC (FOXA): $543,191
19d ago Here’s How Fox Corporation (FOXA) is Thriving in a Dynamic Media Landscape yahoo-finance
52d ago Alphabet, Nvidia upgraded: Wall Street's top analyst calls yahoo-finance
60d ago Oracle upgraded, Workday downgraded: Wall Street's top analyst calls yahoo-finance
Fundamentals & Data ▾
Fox Corporation Communication Services · Entertainment
Mkt Cap
$27B
P/E
15.4 fwd 12.5
Beta
0.51
Div Yield
87.00%
52w Range
$47.66 - $76.39
Short Interest
31.1M 18.3%
Days to Cover
7.2 -5%
Technicals downtrend
from 52w Hi
-4.1%
1w return
-3.4%
Insiders
selling 1B / 7S
EPS Estimate
$0.97 -1.1% 30d 1up / 2dn
Est. Dispersion
62% 16 analysts
Analyst Target
$71 $45 - $97
Options P/C
11.17
Insider Cluster
strong buy 2B / 7S (officer)
Financials
Revenue
$5.2B +2% YoY
FCF
$-791M
Op Margin
11%
Momentum: accelerating
Recent Filings & Data
insider trade 40
net selling · $113,076,199 sold · $5,218,868 bought
11 insiders · 40 transactions (30d)
Recent transactions
CIONGOLI ADAM GREY · other
BURCK WILLIAM A. J.D. · other
NALLEN JOHN P · sell · $26,494,984
NALLEN JOHN P · exercise · $17,756,511
CIONGOLI ADAM GREY · sell · $2,079,336
TOMSIC STEVEN · sell · $9,208,936
TOMSIC STEVEN · exercise · $5,280,880
MURDOCH KEITH RUPERT · sell · $11,132,833
MURDOCH KEITH RUPERT · exercise · $5,653,326
RYAN PAUL D · sell · $1,143,484
RYAN PAUL D · other
HERNANDEZ ROLAND A · other
CAREY CHARLES · other
MFT SH FAMILY TRUST · sell · $543,191
LGC HOLDCO, LLC · buy · $543,191
TOMSIC STEVEN · other
MURDOCH LACHLAN KEITH · other
NALLEN JOHN P · other
CIONGOLI ADAM GREY · other
MURDOCH KEITH RUPERT · other
TOMSIC STEVEN · sell · $2,502,662
TOMSIC STEVEN · exercise · $1,821,725
CIONGOLI ADAM GREY · sell · $69,178
MURDOCH KEITH RUPERT · sell · $44,158,253
MURDOCH KEITH RUPERT · exercise · $32,983,758
NALLEN JOHN P · sell · $7,979,894
NALLEN JOHN P · exercise · $4,766,404
RYAN PAUL D · other
HERNANDEZ ROLAND A · other
CAREY CHARLES · other
TOMSIC STEVEN · other
MURDOCH LACHLAN KEITH · buy · $4,675,677
MURDOCH LACHLAN KEITH · sell · $4,675,677
MURDOCH LACHLAN KEITH · other
NALLEN JOHN P · sell · $2,059,971
NALLEN JOHN P · other
CIONGOLI ADAM GREY · other
MURDOCH KEITH RUPERT · other
CIONGOLI ADAM GREY · other
TOMSIC STEVEN · sell · $1,027,800
8 signals · latest 13d ago

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