Universal Music Group (UMG) Aperçu de l'action
Universal Music Group N.V. est une société de musique active dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 3/6 |
| Croissance future | 2/6 |
| Performances passées | 3/6 |
| Santé financière | 3/6 |
| Dividendes | 3/6 |
UMG Community Fair Values
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Analyst Price Targets
Universal Music Group N.V. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | €18.34 |
| Plus haut sur 52 semaines | €28.29 |
| Plus bas sur 52 semaines | €15.41 |
| Bêta | 0.80 |
| Variation sur 1 mois | 0.19% |
| Variation sur 3 mois | -7.75% |
| Variation sur 1 an | -34.45% |
| Variation sur 3 ans | -15.91% |
| Variation sur 5 ans | n/a |
| Évolution depuis l'introduction en bourse | -26.93% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Jul 20
UMG: AI Partnerships And Share Buybacks Will Drive Future Upside
Analysts have modestly adjusted the fair value estimate for Universal Music Group to about €25.06 per share. This reflects slightly refined assumptions around discount rate, revenue growth, profit margin and future P/E multiples, alongside mixed but generally constructive research commentary on the stock and its key streaming partner relationships.
Mise à jour du récit • Jun 22
UMG: AI Audio Partnerships Will Support Future Catalog Monetization Power
Analysts have raised their price target on Universal Music Group to €48.10 from €41, reflecting updated assumptions around slightly lower discount rates, modestly higher revenue growth and margins, and support from new AI-driven partnerships with Spotify. Analyst Commentary Recent research on Universal Music Group highlights growing interest in how the company is positioned within the evolving music and audio ecosystem, especially around its AI partnerships and licensing role with major streaming platforms like Spotify.Mise à jour du récit • Jun 07
UMG: AI Licensing Partnerships Will Drive Future Upside Versus Trimmed Fair Value Estimate
Analysts have adjusted the implied fair value for Universal Music Group to €25.81 from €28.90, reflecting updated assumptions around slightly lower profit margins, a lower future P/E multiple, and higher projected revenue growth, alongside supportive Street research citing UMG's role in new AI driven partnerships with Spotify and recent price target moves from firms such as JPMorgan, Guggenheim, and Citi. Analyst Commentary Recent Street research around Universal Music Group and its partnerships with Spotify gives you a mix of optimism and caution to weigh against the revised fair value estimate.Recent updates
Mise à jour du récit • Jul 20
UMG: AI Partnerships And Share Buybacks Will Drive Future Upside
Analysts have modestly adjusted the fair value estimate for Universal Music Group to about €25.06 per share. This reflects slightly refined assumptions around discount rate, revenue growth, profit margin and future P/E multiples, alongside mixed but generally constructive research commentary on the stock and its key streaming partner relationships.Mise à jour du récit • Jun 22
UMG: AI Audio Partnerships Will Support Future Catalog Monetization Power
Analysts have raised their price target on Universal Music Group to €48.10 from €41, reflecting updated assumptions around slightly lower discount rates, modestly higher revenue growth and margins, and support from new AI-driven partnerships with Spotify. Analyst Commentary Recent research on Universal Music Group highlights growing interest in how the company is positioned within the evolving music and audio ecosystem, especially around its AI partnerships and licensing role with major streaming platforms like Spotify.Mise à jour du récit • Jun 07
UMG: AI Licensing Partnerships Will Drive Future Upside Versus Trimmed Fair Value Estimate
Analysts have adjusted the implied fair value for Universal Music Group to €25.81 from €28.90, reflecting updated assumptions around slightly lower profit margins, a lower future P/E multiple, and higher projected revenue growth, alongside supportive Street research citing UMG's role in new AI driven partnerships with Spotify and recent price target moves from firms such as JPMorgan, Guggenheim, and Citi. Analyst Commentary Recent Street research around Universal Music Group and its partnerships with Spotify gives you a mix of optimism and caution to weigh against the revised fair value estimate.Mise à jour du récit • May 24
UMG: AI Partnerships And Premium Features Will Support Catalog Earnings Power
Narrative Update: Universal Music Group The analyst fair value estimate for Universal Music Group has moved from about €37.81 to about €39.91, reflecting updated views on discount rates, slightly higher projected revenue growth, a modestly lower profit margin assumption, and a higher future P/E multiple, with analysts pointing in part to the recent AI and premium feature partnerships highlighted in streaming sector research. Analyst Commentary Recent Street research on Universal Music Group highlights a mix of optimism around AI partnerships and premium features on streaming platforms, alongside some caution about longer term AI risks for major labels.
Mise à jour du récit • May 05
UMG: AI Disruption And Deal Uncertainty Will Pressure Long Term Catalog Economics
Analysts now see Universal Music Group's fair value in line with a refreshed price target of €27. This reflects updated assumptions around slightly higher revenue growth, modestly stronger profit margins and a marginally lower discount rate, even as recent Street research has included both upgrades and downgrades and highlighted AI related risks for major labels.Mise à jour du récit • Apr 20
UMG: AI Disruption Fears Will Contrast With Resilient Catalog Earnings Power
Universal Music Group's updated analyst price target has moved by €0.89, with researchers pointing to modest adjustments in fair value, discount rate, expected revenue growth, margin assumptions and future P/E as they balance recent upgrades against ongoing concerns around AI related risk to major labels. Analyst Commentary Recent Street research around Universal Music Group has been mixed, with adjustments to price targets and ratings reflecting both enthusiasm for the long term franchise and concern about AI related disruption to recorded music and catalogs.Mise à jour du récit • Apr 06
UMG: AI Disruption Fears Will Pressure Long Term Catalog Economics
Analysts have trimmed the fair value estimate for Universal Music Group from €21.00 to €15.00. This reflects a lower assumed future P/E of about 19x and a slightly higher discount rate, while still incorporating revenue growth expectations and recent mixed research views on AI risk and label strength into their models.Mise à jour du récit • Mar 23
UMG: AI Partnerships And Catalog Strength Will Support Future Earnings Power
Analysts now see only a modest change in fair value for Universal Music Group, with the updated internal valuation edging from about €36.76 to approximately €36.91. This reflects mixed Street views that balance fresh price target cuts around €27 with higher targets up to €31, as well as ongoing debate around AI related risks and long term earnings power.Mise à jour du récit • Mar 09
UMG: AI Partnerships And Catalog Strength Will Support Future Earnings
Narrative Update: Universal Music Group The analyst price target for Universal Music Group has been adjusted to €31. This reflects updated assumptions around higher revenue growth, stronger profit margins and a lower future P/E multiple, as analysts balance upside views from recent upgrades with renewed focus on AI related risks for major labels.Mise à jour du récit • Feb 22
UMG: AI Partnerships And Catalog Monetisation Will Support Higher Future Earnings
Analysts have nudged their price target for Universal Music Group slightly lower to about €38.14 from roughly €38.19, reflecting updated assumptions around growth, profitability and the P/E multiple after a series of recent bullish research calls and upgrades on the stock. Analyst Commentary Recent Street research has leaned positive, with several bullish analysts updating their views on Universal Music Group and revisiting their assumptions on growth, profitability and valuation multiples.Mise à jour du récit • Feb 08
UMG: AI Partnerships Will Drive Future Upside Versus Trimmed Fair Value Estimate
Analysts have trimmed their fair value estimate for Universal Music Group to about €28.90, while pointing to slightly higher assumed growth, margin expectations and discount rates. They also referenced recent bullish research and price target moves from several banks as support for the updated view.Mise à jour du récit • Jan 25
UMG: AI Licensing Deals Will Support Higher Future Earnings Power
Analysts have inched up their price target on Universal Music Group to €31 from €30, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E that modestly refine their view of the stock's fair value. Analyst Commentary Recent research points to a slightly higher fair value for Universal Music Group, with the price target now set at €31.Mise à jour du récit • Jan 09
UMG: AI Partnerships And Retail Expansion Will Shape A Balanced Outlook
Analysts have trimmed their fair value estimate for Universal Music Group from €22.00 to €21.00 per share, reflecting updated views on slightly higher revenue growth assumptions, a modestly lower discount rate, a lower profit margin outlook, and a reduced future P/E multiple. What's in the News UMG is collaborating with NVIDIA to develop AI tools for music discovery, creation, and engagement using NVIDIA AI infrastructure and UMG's catalog of millions of tracks across genres and eras, with a focus on rightsholder attribution and protection (Key Developments).Article d’analyse • Dec 29
Here's Why Universal Music Group (AMS:UMG) Can Manage Its Debt Responsibly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Mise à jour du récit • Dec 26
UMG: AI Licensing Deals Will Drive New High-Margin Revenue Streams
Analysts have slightly trimmed their price target on Universal Music Group by about 1 percent, reflecting a modestly lower fair value estimate even as they factor in marginally stronger long term revenue growth and a broadly unchanged profitability and valuation outlook. What's in the News Universal Music and Warner Music are reportedly nearing AI licensing deals with multiple generative audio startups, including ElevenLabs, Stability AI, Suno, Udio and Klay Vision, signaling a potential wave of new revenue streams from AI audio platforms (Financial Times).Mise à jour du récit • Dec 12
UMG: AI Licensing Deals Will Unlock New High-Margin Revenue Streams
Analysts have modestly raised their price target on Universal Music Group, reflecting incremental optimism around slightly faster expected revenue growth and higher future earnings multiples that more than offset a small downward revision to projected profit margins. What's in the News Universal Music and Warner Music are reportedly nearing landmark AI licensing deals with several generative AI startups, potentially securing new monetization and usage safeguards around their catalogs in the coming weeks (Financial Times).Article d’analyse • Nov 16
Investors Met With Slowing Returns on Capital At Universal Music Group (AMS:UMG)
To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...Article d’analyse • Oct 24
Some Shareholders Feeling Restless Over Universal Music Group N.V.'s (AMS:UMG) P/E Ratio
With a median price-to-earnings (or "P/E") ratio of close to 17x in the Netherlands, you could be forgiven for feeling...Article d’analyse • Sep 30
Is Universal Music Group N.V. (AMS:UMG) Potentially Undervalued?
Universal Music Group N.V. ( AMS:UMG ) received a lot of attention from a substantial price movement on the ENXTAM over...Article d’analyse • Sep 17
Calculating The Fair Value Of Universal Music Group N.V. (AMS:UMG)
Key Insights Universal Music Group's estimated fair value is €29.54 based on 2 Stage Free Cash Flow to Equity Current...Article d’analyse • Aug 21
Here's Why We Think Universal Music Group (AMS:UMG) Might Deserve Your Attention Today
ENXTAM:UMG 1 Year Share Price vs Fair Value Explore Universal Music Group's Fair Values from the Community and select...Article d’analyse • Aug 08
Universal Music Group (AMS:UMG) Has Affirmed Its Dividend Of €0.24
Universal Music Group N.V. ( AMS:UMG ) has announced that it will pay a dividend of €0.24 per share on the 28th of...Article d’analyse • Aug 03
Universal Music Group N.V. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
It's been a mediocre week for Universal Music Group N.V. ( AMS:UMG ) shareholders, with the stock dropping 14% to...Article d’analyse • Jul 30
Capital Investment Trends At Universal Music Group (AMS:UMG) Look Strong
To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
Nouveau récit • Nov 07
Innovative Streaming And Global Expansion Set To Boost Engagement And Drive Earnings Growth
Universal Music Group's focus on an artist-centric strategy and innovative streaming plans is set to boost revenue via enhanced customer engagement and monetization.Rendement pour les actionnaires
| UMG | NL Entertainment | NL Marché | |
|---|---|---|---|
| 7D | -0.4% | 0.6% | 0.8% |
| 1Y | -34.5% | -29.8% | 42.2% |
Rendement vs Industrie: UMG a sous-performé le secteur Dutch Entertainment qui a rapporté -29.8 % au cours de l'année écoulée.
Rendement vs marché: UMG a sous-performé le marché Dutch qui a rapporté 42.2 % au cours de l'année écoulée.
Volatilité des prix
| UMG volatility | |
|---|---|
| UMG Average Weekly Movement | 4.2% |
| Entertainment Industry Average Movement | 5.3% |
| Market Average Movement | 4.2% |
| 10% most volatile stocks in NL Market | 7.7% |
| 10% least volatile stocks in NL Market | 2.2% |
Cours de l'action stable: UMG n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché Dutch.
Volatilité au fil du temps: La volatilité hebdomadaire de UMG ( 4% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2020 | 9,636 | Lucian Grainge | www.universalmusic.com |
Universal Music Group N.V. est une société de musique active dans le monde entier. Ses activités s'articulent autour des segments de la musique enregistrée, de l'édition musicale et du merchandising et autres. Le secteur de la musique enregistrée découvre et développe des artistes, octroie des licences, commercialise, promeut, distribue et vend leur musique sous divers formats et plateformes, et s'engage dans des activités d'événements en direct, de parrainage, de cinéma et de télévision.
Universal Music Group N.V. Résumé des fondamentaux
| UMG statistiques fondamentales | |
|---|---|
| Capitalisation boursière | €33.53b |
| Bénéfices(TTM) | €1.53b |
| Recettes(TTM) | €12.51b |
21.7x
Ratio P/E2.7x
Ratio P/SLe site UMG est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| UMG compte de résultat (TTM) | |
|---|---|
| Recettes | €12.51b |
| Coût des recettes | €7.20b |
| Marge brute | €5.31b |
| Autres dépenses | €3.78b |
| Les revenus | €1.53b |
Derniers bénéfices déclarés
Dec 31, 2025
Prochaine date de publication des résultats
Jul 30, 2026
| Résultat par action (EPS) | 0.85 |
| Marge brute | 42.46% |
| Marge bénéficiaire nette | 12.26% |
| Ratio dettes/capitaux propres | 62.3% |
Quelles ont été les performances à long terme de UMG?
Voir les performances historiques et les comparaisonsDividendes
2.8%
Rendement actuel des dividendes62%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/22 19:24 |
| Cours de l'action en fin de journée | 2026/07/22 00:00 |
| Les revenus | 2025/12/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Universal Music Group N.V. est couverte par 29 analystes. 19 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| JULIEN ROCH | Barclays |
| Christophe Cherblanc | Bernstein |
| William Packer | BNP Paribas |