News Corp (NWSA) Stock Concentration Calculator

Calculator · free · no signup · NWSA

Quantify News Corp concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.

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Your inputs

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Position & portfolio

Default. Adjust to test.
35%
Default. Adjust to test.
20%
10%

Tax

67%
Highly concentratedLong-term
If 30% drop
−$150,000
If 50% drop
−$250,000
If 70% drop
−$350,000

Most fee-only advisors target ≤10% in any single name. You're at 67%.

Estimates only. Not financial advice.

Most sensitive to: Expected market return (±10% on this input swings best-plan wealth by ±$190,508).

Cost of fully de-concentrating

All three plans sell to 0% (no hedge).

Tax
Wealth (3y)$956,485
+$33,417 vs.

Tax
Wealth (3y)$994,174
+$71,106 vs.

Tax
Wealth (3y)$1.04M
+$112,490 vs.

Sensitivity. If your expected position return drops below 19.6%/yr, lump-sum (sell everything today) beats every spread plan above.

Have multiple RSU vest lots? The RSU Lot Order Calculator picks which lots to sell first, and on which dates, to divest at the lowest computed tax.

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Toggle below — chart updates live. Sell buttons show the slice.
Sell over 1 yearSell over 2 yearsSell over 3 yearsCustom
$712,500$815,995$919,489$1,022,984$1,126,478Yr 0Yr 1Yr 2Yr 3
Year 1
Year 2
Year 3
Tax$200,753
Hedge cost$37,676
Wealth at Y3$1,046,371
Vs. best fixed plan+$10,813

Tech / Software single names hit a 50%+ peak-to-trough drawdown in roughly 1 of every 5 rolling 3-year windows over 2014–2024. Even mega-caps aren’t exempt.

Tax brackets: 2026 · Estimates only — not financial advice.

Estate note. Heirs receive a stepped-up basis at death (§1014), eliminating built-in gain on inherited shares. Older holders who plan to bequeath rather than sell may rationally never de-concentrate.

You sized one position's risk. The beta integrates hedging, sell-down, and tax timing into one optimized plan.

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Related calculators: Protect Your Stock Calculator · RSU Lot Order Calculator · Equity Funding Plan Calculator

About News Corp

News Corp (NWSA) is a public Consumer Internet company, incorporated in Delaware and headquartered in New York, NY.

Last close: $28.69 per share (as of 2026-10-03).

Equity grants at News Corp typically include restricted stock units (RSUs).

News Corporation, doing business as News Corp, is an American mass media and publishing company headquartered at 1211 Avenue of the Americas in Midtown Manhattan, New York City. The company was formed on June 28, 2013, as a spin-off of the first News Corporation, whose legal successor was 21st Century Fox, which held its media and entertainment assets. Operating across digital real estate information, news media, book publishing, and cable television, News Corp's notable assets include: Dow Jones & Company, which is the publisher of The Wall Street Journal; News UK, publisher of The Sun and The Times; News Corp Australia; REA Group, operator of realestate.com.au and realtor.com; and book publisher HarperCollins.

Source: Wikipedia (CC BY-SA 4.0)

The current company was created in 2013 when Rupert Murdoch separated publishing from entertainment, leaving newspapers, book publishing, and digital real-estate listings under one holding structure. The mix is unusual: The Wall Street Journal and HarperCollins sit alongside REA Group and Realtor.com, and the property portals generate a disproportionate share of profit relative to their share of revenue. Subscription growth at Dow Jones has partly offset structural decline in print advertising. Payments from technology platforms for news content have become a negotiated revenue line. Headquarters are in New York.

Sources: sec.gov · en.wikipedia.org

Equity comp at News Corp

  • News Corp has a dual-class share structure. Class A Common Stock (ticker NWSA) carries no general voting rights, while Class B Common Stock (ticker NWS) carries full voting rights and is majority controlled by the Murdoch family trust, giving the family roughly 40% of the vote on an economic stake of about 14%. Restricted stock units granted to employees settle in Class A shares, so equity holders receiving RSUs get economic exposure to the stock's price and dividends but no meaningful say in corporate votes such as director elections or a potential sale of the company. In 2024, activist investor Starboard Value proposed eliminating the dual-class structure; shareholders voted to keep it in place.
  • Vesting schedule: RSUs are not on a single fixed schedule. Per News Corp's 10-K disclosure, grants primarily vest over two to four years, and recent named-executive grants have vested in equal annual installments over three years rather than a standard four-year, one-year-cliff schedule..

Sources: sec.gov · sec.gov · deadline.com · finance.yahoo.com

Researched 2026-08-25.

OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by News Corp.

If a meaningful share of your net worth sits in NWSA, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) versus hedging (option premium drag), auto-filled with NWSA's option-implied volatility.

Example: 5,000 NWSA shares at $28.69 is a $143,450 position. A 30% drawdown costs $43,035; a 50% drawdown costs $71,725; a 70% drawdown costs $100,415. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using NWSA's option-implied volatility and your cost basis.

All News Corp tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →

News Corp equity questions

How much NWSA stock is too much?
There is no single threshold, but the larger the share of your net worth in one stock, the more a single bad year can set back your plans. The calculator above quantifies the drawdown impact at 30, 50, and 70 percent for your NWSA position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
Does News Corp grant ISOs, NSOs, or RSUs?
Equity compensation at News Corp typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
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