Insider Activity Spotlight: CFO Chandrashekar Lavanya’s Recent Moves

In the wake of a high‑volume buy‑back program, CFO Chandrashekar Lavanya added nearly 21,000 Class A shares to his holdings on August 15. The purchase came at a price of $33.49, just above the market close of $32.68. With a bullish sentiment score of +89 and a buzz of 727 % on social‑media platforms, the move has attracted attention from both institutional investors and retail traders.

Implications for the Business and Share Price

Lavanya’s transaction aligns with the broader shareholder‑return strategy that News Corp announced in its August 17–18 filings. The company is pursuing up to $1 billion in repurchases under its 2025 program, and Lavanya’s purchase is the largest single‑day acquisition by an insider in the past month. This reinforces management’s confidence that the stock is undervalued, especially given the current 52‑week high of $35.31 and a trailing twelve‑month P/E of just 2.30. The buy‑back initiative is expected to tighten the share base, potentially boosting EPS and supporting a higher valuation in the medium term.

Investor Takeaway: A Signal of Commitment

For investors, Lavanya’s purchase is a bullish endorsement from a key financial officer. The fact that the CFO is willing to add shares amid a buy‑back program suggests he believes the price will rise as the program progresses. However, the sheer volume of his transaction—over 20,000 shares—also raises questions about liquidity and potential short‑term volatility. If the market interprets the CFO’s activity as a “confidence vote,” the stock could see a modest upside, but the 3‑month forward guidance from management indicates caution against over‑valuation.

A Closer Look at Chandrashekar Lavanya

Historically, Lavanya has been a patient, long‑term holder. In April 2026 he accumulated 107 and 77 restricted units at $24.43 per unit, and in October 2025 he added 95 and 69 units at $27.38 each. These transactions show a preference for staged equity awards rather than frequent market trades. The August 15 buy is a departure from that pattern, suggesting a shift in his personal view or a response to the company’s aggressive buy‑back schedule. His portfolio now sits at 20,954 shares after the transaction, a significant increase that will strengthen his voting power during upcoming shareholder meetings.

Company‑Wide Insider Activity in Context

While Lavanya’s move is the most newsworthy, other insiders are also active. Chief Executive Officer Robert Thomson, General Counsel David Pitofsky, and Chief Technology Officer Julian Delany each executed multiple buys and sells over the past two weeks. The combined activity—over 1,200 trades—reflects a dynamic internal market that may help align executive interests with shareholder value. Yet the high volume of sales from several executives could signal an upcoming earnings rally or a strategic realignment of the company’s capital structure.

Conclusion

Chandrashekar Lavanya’s sizable purchase amid a robust repurchase program sends a clear message: insiders believe the stock is undervalued and that News Corp’s long‑term strategy is on track. For investors, this could mean a modest upside as the share base shrinks, but the market should watch for short‑term volatility as other insiders trade aggressively. Overall, the CFO’s activity reinforces confidence in News Corp’s media and information services model while hinting at a potential upward trajectory in shareholder value.

DateOwnerTransaction TypeSharesPrice per ShareSecurity
2026-08-15Chandrashekar Lavanya (Chief Financial Officer)Buy9,548.00N/AClass A Common Stock
2026-08-15Chandrashekar Lavanya (Chief Financial Officer)Sell3,443.0029.16Class A Common Stock
2026-08-15Chandrashekar Lavanya (Chief Financial Officer)Buy8,790.00N/AClass A Common Stock
2026-08-15Chandrashekar Lavanya (Chief Financial Officer)Sell3,169.0029.16Class A Common Stock
2026-08-17Chandrashekar Lavanya (Chief Financial Officer)Sell17,785.0028.67Class A Common Stock
2026-08-15Chandrashekar Lavanya (Chief Financial Officer)Sell9,548.00N/AStock-Settled Restricted Stock Units
2026-08-15Chandrashekar Lavanya (Chief Financial Officer)Sell8,790.00N/AStock-Settled Restricted Stock Units
2026-08-15Chandrashekar Lavanya (Chief Financial Officer)Buy27,777.00N/AStock-Settled Restricted Stock Units
2026-08-15Pitofsky David B (General Counsel)Buy77,959.00N/AClass A Common Stock
2026-08-15Pitofsky David B (General Counsel)Sell37,968.0029.16Class A Common Stock
2026-08-15Pitofsky David B (General Counsel)Buy8,382.00N/AClass A Common Stock
2026-08-15Pitofsky David B (General Counsel)Sell4,439.0029.16Class A Common Stock
2026-08-15Pitofsky David B (General Counsel)Buy7,805.00N/AClass A Common Stock
2026-08-15Pitofsky David B (General Counsel)Sell4,133.0029.16Class A Common Stock
2026-08-15Pitofsky David B (General Counsel)Buy8,114.00N/AClass A Common Stock
2026-08-15Pitofsky David B (General Counsel)Sell4,297.0029.16Class A Common Stock
2026-08-17Pitofsky David B (General Counsel)Sell51,423.0028.76Class A Common Stock
2026-08-15Pitofsky David B (General Counsel)Sell77,959.00N/AStock-Settled Performance Stock Units
2026-08-15Pitofsky David B (General Counsel)Sell8,382.00N/AStock-Settled Restricted Stock Units
2026-08-15Pitofsky David B (General Counsel)Sell7,805.00N/AStock-Settled Restricted Stock Units
2026-08-15Pitofsky David B (General Counsel)Sell8,114.00N/AStock-Settled Restricted Stock Units
2026-08-15Pitofsky David B (General Counsel)Buy25,719.00N/AStock-Settled Restricted Stock Units
2026-08-15Delany Julian (Chief Technology Officer)Buy3,676.00N/AClass A Common Stock
2026-08-15Delany Julian (Chief Technology Officer)Sell2,000.0029.16Class A Common Stock
2026-08-15Delany Julian (Chief Technology Officer)Sell1,676.0029.16Class A Common Stock
2026-08-15Delany Julian (Chief Technology Officer)Buy3,021.00N/AClass A Common Stock
2026-08-15Delany Julian (Chief Technology Officer)Sell1,544.0029.16Class A Common Stock
2026-08-15Delany Julian (Chief Technology Officer)Sell1,477.0029.16Class A Common Stock
2026-08-15Delany Julian (Chief Technology Officer)Buy2,873.00N/AClass A Common Stock
2026-08-15Delany Julian (Chief Technology Officer)Sell1,126.0029.16Class A Common Stock
2026-08-17Delany Julian (Chief Technology Officer)Sell1,747.0028.72Class A Common Stock
2026-08-15Delany Julian (Chief Technology Officer)Sell3,676.00N/ACash-Settled Restricted Stock Units
2026-08-15Delany Julian (Chief Technology Officer)Sell3,021.00N/ACash-Settled Restricted Stock Units
2026-08-15Delany Julian (Chief Technology Officer)Sell2,873.00N/AStock-Settled Restricted Stock Units
2026-08-15Delany Julian (Chief Technology Officer)Buy10,287.00N/AStock-Settled Restricted Stock Units
2026-08-15DeGrazio Marygrace (Chief Accounting Officer)Buy5,876.00N/AClass A Common Stock
2026-08-15DeGrazio Marygrace (Chief Accounting Officer)Sell2,234.0029.16Class A Common Stock
2026-08-15DeGrazio Marygrace (Chief Accounting Officer)Buy4,766.00N/AClass A Common Stock
2026-08-15DeGrazio Marygrace (Chief Accounting Officer)Sell1,812.0029.16Class A Common Stock
2026-08-15DeGrazio Marygrace (Chief Accounting Officer)Buy4,487.00N/AClass A Common Stock
2026-08-15DeGrazio Marygrace (Chief Accounting Officer)Sell1,780.0029.16Class A Common Stock
2026-08-17DeGrazio Marygrace (Chief Accounting Officer)Sell18,303.0028.76Class A Common Stock
2026-08-15DeGrazio Marygrace (Chief Accounting Officer)Sell5,876.00N/AStock-Settled Restricted Stock Units
2026-08-15DeGrazio Marygrace (Chief Accounting Officer)Sell4,766.00N/AStock-Settled Restricted Stock Units
2026-08-15DeGrazio Marygrace (Chief Accounting Officer)Sell4,487.00N/AStock-Settled Restricted Stock Units
2026-08-15DeGrazio Marygrace (Chief Accounting Officer)Buy14,193.00N/AStock-Settled Restricted Stock Units
2026-08-15Thomson Robert J (Chief Executive Officer)Buy444,341.00N/AClass A Common Stock
2026-08-15Thomson Robert J (Chief Executive Officer)Sell240,578.0029.16Class A Common Stock
2026-08-15Thomson Robert J (Chief Executive Officer)Sell203,763.0029.16Class A Common Stock
2026-08-15Thomson Robert J (Chief Executive Officer)Buy37,922.00N/AClass A Common Stock
2026-08-15Thomson Robert J (Chief Executive Officer)Sell20,080.0029.16Class A Common Stock
2026-08-15Thomson Robert J (Chief Executive Officer)Sell17,842.0029.16Class A Common Stock
2026-08-15Thomson Robert J (Chief Executive Officer)Buy35,322.00N/AClass A Common Stock
2026-08-15Thomson Robert J (Chief Executive Officer)Sell18,703.0029.16Class A Common Stock
2026-08-15Thomson Robert J (Chief Executive Officer)Sell16,619.0029.16Class A Common Stock
2026-08-15Thomson Robert J (Chief Executive Officer)Buy32,125.00N/AClass A Common Stock
2026-08-15Thomson Robert J (Chief Executive Officer)Sell17,011.0029.16Class A Common Stock
2026-08-15Thomson Robert J (Chief Executive Officer)Sell15,114.0029.16Class A Common Stock
2026-08-15Thomson Robert J (Chief Executive Officer)Sell444,341.00N/ACash-Settled Performance Stock Units
2026-08-15Thomson Robert J (Chief Executive Officer)Sell37,922.00N/ACash-Settled Restricted Stock Units
2026-08-15Thomson Robert J (Chief Executive Officer)Sell35,322.00N/ACash-Settled Restricted Stock Units
2026-08-15Thomson Robert J (Chief Executive Officer)Sell32,125.00N/ACash-Settled Restricted Stock Units
2026-08-15Thomson Robert J (Chief Executive Officer)Buy108,024.00N/ACash-Settled Restricted Stock Units
2026-08-15Allen Ruth (Chief Human Resources Officer)Buy23,620.00N/AClass A Common Stock
2026-08-15Allen Ruth (Chief Human Resources Officer)Sell9,519.0029.16Class A Common Stock
2026-08-15Allen Ruth (Chief Human Resources Officer)Buy5,927.00N/AClass A Common Stock
2026-08-15Allen Ruth (Chief Human Resources Officer)Sell2,389.0029.16Class A Common Stock
2026-08-15Allen Ruth (Chief Human Resources Officer)Buy3,715.00N/AClass A Common Stock
2026-08-15Allen Ruth (Chief Human Resources Officer)Sell1,498.0029.16Class A Common Stock
2026-08-15Allen Ruth (Chief Human Resources Officer)Buy3,379.00N/AClass A Common Stock
2026-08-15Allen Ruth (Chief Human Resources Officer)Sell1,714.0029.16Class A Common Stock
2026-08-17Allen Ruth (Chief Human Resources Officer)Sell21,521.0028.99Class A Common Stock
2026-08-15Allen Ruth (Chief Human Resources Officer)Sell23,620.00N/AStock-Settled Performance Stock Units
2026-08-15Allen Ruth (Chief Human Resources Officer)Sell5,927.00N/AStock-Settled Restricted Stock Units
2026-08-15Allen Ruth (Chief Human Resources Officer)Sell3,715.00N/AStock-Settled Restricted Stock Units
2026-08-15Allen Ruth (Chief Human Resources Officer)Sell3,379.00N/AStock-Settled Restricted Stock Units
2026-08-15Allen Ruth (Chief Human Resources Officer)Buy11,831.00N/AStock-Settled Restricted Stock Units
2026-08-15MURDOCH KEITH RUPERT ()Buy14,221.00N/AClass A Common Stock
2026-08-15MURDOCH KEITH RUPERT ()Sell5,895.0029.16Class A Common Stock
2026-08-15MURDOCH KEITH RUPERT ()Sell8,326.0029.16Class A Common Stock
2026-08-15MURDOCH KEITH RUPERT ()Sell14,221.00N/ACash-Settled Restricted Stock Units