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Nine Entertainment (ASX:NEC), the media group, has reshaped its portfolio after selling Domain. In August 2026, Pendal Group described Nine's FY26 result as a good outcome in a tough environment, complicated by the partial inclusion of acquired outdoor advertising business QMS, with cost control helping. Pendal earlier noted Nine announced multiple transactions using its balance sheet capacity after the Domain sale, while realising tax losses, and that its trading updates were broadly in line with better third-quarter revenue. Nine Entertainment operates in the Communication Services sector within the Media industry, and Thesis Tracker has captured 9 comments from 4 fund managers, including Pendal Group. Founded in 2006 and headquartered in North Sydney, Nine operates the Nine Network, the 9Now and Stan streaming services, newspapers including The Sydney Morning Herald, The Age and The Australian Financial Review, radio stations, and QMS outdoor advertising.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Maple-Brown Abbott, Yarra Capital Management, BKI Investment Company and Pendal Group have invested in Nine Entertainment Co Holdings Ltd (ASX:NEC).
Pendal highlights good cost control, the use of balance sheet capacity after the Domain sale for acquisitions such as QMS and the realisation of tax losses.
Pendal notes Nine operates in a tough advertising environment, with softening fourth-quarter revenues and earnings partly driven by cost timing.
Nine Entertainment Co. Holdings Ltd. is an Australian media and entertainment company headquartered in North Sydney, founded on October 16, 2006. The company operates through four core segments: Broadcasting, comprising free-to-air television and metropolitan radio networks; Publishing, covering metropolitan media; Domain Group, focusing on real estate media and services; and Stan, which provides subscription video-on-demand services.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.