Institutional Investors Double Down on FOX as Analyst Price Target Climbs to $62.97

Fox stock has captured the attention of Wall Street, with the consensus one-year price target now standing at $62.97 per share. This represents a notable upward revision of 10.25% compared to the previous estimate of $57.11 issued on November 9, 2025. The updated target reflects a broader shift in market sentiment, positioning the stock approximately 7.71% above its most recent closing price of $58.46.

Analyst Consensus Shows Wide Range, But Upside Bias Prevails

The spread of price targets ranges considerably, from as low as $43.71 to as high as $91.83 per share. This divergence among market participants underscores the varying perspectives on FOX’s growth trajectory and valuation potential. However, the upward shift in the average target suggests that bullish voices are gaining traction within the analyst community.

Fund Positioning Strengthens Amid Growing Institutional Interest

The institutional landscape around Fox continues to shift meaningfully. A total of 1,036 funds and institutions currently maintain positions in the company, reflecting a net increase of 30 positions during the most recent quarter—a 2.98% quarterly gain. More significantly, institutional share ownership has surged by 8.74% to reach 164.125 million shares over the same period.

The average fund allocation to FOX stands at 0.16% of total portfolios, a substantial jump of 21.93%. This metric suggests that while individual fund weights remain modest, the directional movement is decisively positive. The options market corroborates this bullish lean, with the put/call ratio sitting at 0.30—a configuration that historically favors upside momentum.

Major Holders Recalibrating Positions in Divergent Directions

State Of Wisconsin Investment Board has expanded its commitment significantly, now holding 7.313 million shares (3.10% ownership). The fund purchased an additional 855,000 shares from its prior position of 6.458 million, representing an 11.69% increase. Portfolio allocation has been ramped up by 18.03% quarter-over-quarter, indicating strategic confidence in the stock’s outlook.

Dodge & Cox, another heavyweight with 7.285 million shares (3.09% stake), has taken a measured approach. Despite a marginal 0.32% reduction in share count from the previous quarter’s 7.309 million, the fund actually increased its portfolio weighting by 6.21%, suggesting a tactical rebalancing rather than conviction erosion.

Yacktman Asset Management trimmed its position by 7.38% to 5.799 million shares (2.46% ownership), yet simultaneously boosted allocation weight by 5.99%—a seemingly paradoxical move that likely reflects portfolio reweighting amidst broader market dynamics.

The Dodge & Cox Stock Fund (DODGX) presents a contrasting narrative, cutting holdings from 7.342 million to 5.284 million shares—a substantial 38.95% reduction. Portfolio allocation was pared by 31.60%, signaling more defensive positioning among this particular fund manager.

Independent Franchise Partners LLP marginally trimmed its 5.115 million share position (2.17% ownership) by 1.83% while paradoxically increasing allocation by 7.98%, consistent with the portfolio rebalancing theme observed across the institutional landscape.

What This Means for FOX

The collective data paints a picture of measured institutional optimism tempered by selective profit-taking among certain managers. Higher price targets combined with expanded fund ownership suggest that Fox remains attractive to long-term capital allocators, even as some sophisticated investors execute tactical adjustments. The 0.30 put/call ratio and overwhelming institutional accumulation collectively point toward a constructive risk-reward setup for the stock.