Analysis of U.S. Land Listings Data
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 21 2026
0mins
Should l Buy NWS?
Source: PRnewswire
- Declining Land Inventory: Since Q1 2019, U.S. land inventory has decreased by 23.6%, indicating a failure to recover post-pandemic, leading to tight land supply and potentially higher costs for future new homes.
- Surging Land Prices: In Q1 2026, the median price per acre for land reached $62,365, reflecting a 76.6% increase since 2019, highlighting the supply-demand imbalance exacerbated by the construction boom during the pandemic.
- Regional Market Disparities: The Northeast has seen land prices grow by 101.5% since 2019, while the West only experienced a 32.2% increase, illustrating varying market dynamics and development constraints affecting land availability and pricing.
- Raw Land Outperformance: Prices for raw land have surged by 86.5% since Q1 2019, compared to a 53.3% increase for build-ready lots, indicating stronger investor demand for raw land despite overall market challenges.
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Analyst Views on NWS
About NWS
News Corporation is a diversified media and information services company. Its Digital Real Estate Services segment consists of the Company's interest in REA Group and Move. REA Group is a digital media business specializing in property and property-related services on its Websites and mobile apps. Move is a provider of digital real estate services in the United States and primarily operates Realtor.com, a real estate information, advertising and services platform, its referral-based services, online tools and services to do-it-yourself landlords and tenants. Its Dow Jones segment includes Dow Jones, a global provider of news and business information, which distributes its content and data through a variety of media channels. Its Book Publishing segment consists of HarperCollins, a consumer book publisher with operations in 15 countries. Its News Media segment consists of News Corp Australia, News UK and the New York Post and includes The Australian, The Daily Telegraph, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Revenue Growth: The company achieved revenues of $2.19 billion in the third quarter, surpassing forecasts by $80 million, indicating strong growth in its advertising and subscription businesses, thereby solidifying its market position in the media industry.
- Strategic Transformation Discussion: During the Morgan Stanley Technology, Media & Telecom Conference, News Corporation discussed its Dow Jones strategy and business transformation, indicating proactive adjustments to adapt to the rapidly changing market environment, aimed at enhancing long-term competitiveness.
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- Market Reaction Expectations: Investors will closely monitor these earnings to assess company performance in the current economic climate, particularly given rising inflation and interest rates, which could influence overall market sentiment.
- Significance of Earnings Season: Earnings season serves as a critical period for investors to gauge operational health and future outlooks of companies, especially amid increasing economic uncertainties, where results may trigger market volatility.
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- Diverse Offerings: New titles like Gillian McAllister's 'Caller Unknown' and Christina Baker Kline's 'The Foursome' showcase varied narrative styles, potentially attracting different reader demographics and expanding HarperCollins' market share.
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- Earnings Beat: News Corporation (NWSA) reported a non-GAAP EPS of $0.21 for Q3 2026, exceeding expectations by $0.01, which reflects the company's robust profitability and boosts investor confidence.
- Revenue Growth: The company achieved revenues of $2.19 billion in the third quarter, surpassing forecasts by $80 million, indicating strong growth in its advertising and subscription businesses, thereby solidifying its market position in the media industry.
- Strategic Transformation Discussion: During the Morgan Stanley Technology, Media & Telecom Conference, News Corporation discussed its Dow Jones strategy and business transformation, indicating proactive adjustments to adapt to the rapidly changing market environment, aimed at enhancing long-term competitiveness.
- Future Outlook: As the company continues to optimize its business model and strengthen its digital transformation, it is expected to further drive revenue growth and increase market share, reinforcing its leadership position in the media sector.
See More
NEWS CORP - IRAN CONFLICT HAS NOT SIGNIFICANTLY AFFECTED COMPANY'S BUSINESS OR OPERATING RESULTS SO FAR - SEC FILING
Impact of Iran Conflict: The ongoing conflict in Iran has not significantly affected the company's business operations or results to date.
Company's Financial Performance: The latest SEC filing indicates that the company's performance remains stable despite external geopolitical tensions.
See More
News Corporation Reports Strong Q3 2026 Earnings Growth
- Sustained Profit Growth: News Corporation reported total revenue of $2.2 billion for Q3 2026, marking a 9% increase year-over-year, while EBITDA rose 18% to $343 million, demonstrating the company's strong performance in continuing operations and reinforcing its market position.
- Accelerated Share Buybacks: The company repurchased $193 million in shares during Q3, up from $172 million in Q2, bringing year-to-date repurchases to $459 million, indicating management's confidence in the company's intrinsic value and commitment to shareholder returns.
- Digital Subscription Price Adjustment: Dow Jones is optimizing yield by raising the full price for the Wall Street Journal digital subscription to $44.99, which is expected to further enhance digital direct subscription ARPU in Q4, thereby improving profitability in a competitive market.
- Optimistic AI Partnership Outlook: Management highlighted that the partnership with Meta will drive revenue growth, and ongoing negotiations with several companies are expected to positively impact future profitability, showcasing the company's strategic positioning in the AI sector.
See More
Major Earnings Reports Expected After Thursday's Close
- Major Earnings Preview: After Thursday's close, key companies including Gilead Sciences (GILD), Block (XYZ), Airbnb (ABNB), and Coinbase Global (COIN) are set to release their earnings reports, with market participants keenly anticipating their performance and potential stock price impacts.
- Diverse Earnings Releases: In addition to the aforementioned companies, a wide range of firms such as AAOI, ABSI, and ACLS are also scheduled to report, highlighting the market's demand for diversified investment opportunities across various sectors.
- Market Reaction Expectations: Investors will closely monitor these earnings to assess company performance in the current economic climate, particularly given rising inflation and interest rates, which could influence overall market sentiment.
- Significance of Earnings Season: Earnings season serves as a critical period for investors to gauge operational health and future outlooks of companies, especially amid increasing economic uncertainties, where results may trigger market volatility.
See More
Urban New Construction Market Insights
- Urban New Build Scarcity: Only 10.9% of new construction listings are in urban zip codes, highlighting the scarcity of urban new builds, which command a significant 78.4% price premium, impacting buyers seeking urban living.
- Suburban Market Stability: Nearly 80% of new homes are located in suburban areas, with a mere 7.0% premium over existing suburban homes, indicating a competitive and stable suburban market that attracts more buyers.
- Soaring Urban New Build Prices: Miami's urban new construction has a median listing price of $2,578,695, reflecting a staggering 461.8% premium over urban existing homes, underscoring the high demand and construction challenges in urban areas.
- New Construction Inventory Trends: The median listing price for new construction held steady at $449,373 in Q1 2026, nearly unchanged from the previous year, while existing home prices fell by 0.9%, indicating the relative stability of new builds in the market.
See More
HarperCollins Announces Exciting Summer Reads
- Summer Book Launch: HarperCollins' William Morrow Group unveils a diverse lineup of summer reads, including historical fiction, thrillers, and romances, catering to various reader preferences and expected to attract significant attention.
- Bestselling Author Returns: Bolu Babalola's new release, 'Sweet Heat', humorously explores modern love, likely appealing to young female readers and enhancing the author's market presence.
- Diverse Offerings: New titles like Gillian McAllister's 'Caller Unknown' and Christina Baker Kline's 'The Foursome' showcase varied narrative styles, potentially attracting different reader demographics and expanding HarperCollins' market share.
- Media Promotion Opportunities: HarperCollins invites media and reviewers to feature these summer reads, anticipating that proactive promotional strategies will boost visibility and sales, further solidifying its position in the global publishing market.
See More
