Warner Music Group (WMG) Aperçu de l'action
Warner Music Group Corp. est une société de divertissement musical aux États-Unis, au Royaume-Uni, en Allemagne et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 4/6 |
| Croissance future | 4/6 |
| Performances passées | 1/6 |
| Santé financière | 2/6 |
| Dividendes | 2/6 |
Récompenses
Analyse des risques
WMG Community Fair Values
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Analyst Price Targets
Warner Music Group Corp. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$25.96 |
| Plus haut sur 52 semaines | US$35.42 |
| Plus bas sur 52 semaines | US$23.34 |
| Bêta | 1.29 |
| Variation sur 1 mois | -6.28% |
| Variation sur 3 mois | -7.22% |
| Variation sur 1 an | -9.33% |
| Variation sur 3 ans | -16.71% |
| Variation sur 5 ans | -26.87% |
| Évolution depuis l'introduction en bourse | -13.81% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Jul 27
WMG: AI Lawsuit And China Expansion Will Test Earnings Execution
Warner Music Group's analyst price target has been nudged higher, with recent Street research citing refined assumptions around revenue growth, profit margins, fair value near $27.22 and a forward P/E closer to 18.28x as key drivers of the updated view. Analyst Commentary Recent Street research on Warner Music Group points to a more fine tuned view of the stock, with higher price targets sitting alongside a measured tone on execution, valuation and growth visibility.Seeking Alpha • Jul 13
Warner Music Group: Improving Growth And A Reasonable Valuation
Summary Warner Music Group is demonstrating accelerating revenue growth, margin expansion, and improved cash conversion, making its current valuation more attractive. WMG is gaining streaming share, systematically leveraging its catalog, and achieving broad-based market share improvements, especially in subscription streaming. Adjusted OIBDA margin expansion and strong operating cash flow signal further productivity gains, with management targeting mid-to-high 20% margins over time. While debt remains high, the maturity schedule is manageable, and WMG’s valuation discount to Universal Music appears increasingly reasonable given its faster growth. Read the full article on Seeking AlphaMise à jour du récit • Jul 07
WMG: Earnings Momentum And Streaming Initiatives Will Test Execution Leverage
Analysts have raised their average price target for Warner Music Group to $27.92 from $26.64. This change reflects updated assumptions around fair value, discount rate, growth, margins, and P/E multiples in recent research from firms including BofA, UBS, Morgan Stanley, and JPMorgan.Recent updates
Mise à jour du récit • Jul 27
WMG: AI Lawsuit And China Expansion Will Test Earnings Execution
Warner Music Group's analyst price target has been nudged higher, with recent Street research citing refined assumptions around revenue growth, profit margins, fair value near $27.22 and a forward P/E closer to 18.28x as key drivers of the updated view. Analyst Commentary Recent Street research on Warner Music Group points to a more fine tuned view of the stock, with higher price targets sitting alongside a measured tone on execution, valuation and growth visibility.Seeking Alpha • Jul 13
Warner Music Group: Improving Growth And A Reasonable Valuation
Summary Warner Music Group is demonstrating accelerating revenue growth, margin expansion, and improved cash conversion, making its current valuation more attractive. WMG is gaining streaming share, systematically leveraging its catalog, and achieving broad-based market share improvements, especially in subscription streaming. Adjusted OIBDA margin expansion and strong operating cash flow signal further productivity gains, with management targeting mid-to-high 20% margins over time. While debt remains high, the maturity schedule is manageable, and WMG’s valuation discount to Universal Music appears increasingly reasonable given its faster growth. Read the full article on Seeking AlphaMise à jour du récit • Jul 07
WMG: Earnings Momentum And Streaming Initiatives Will Test Execution Leverage
Analysts have raised their average price target for Warner Music Group to $27.92 from $26.64. This change reflects updated assumptions around fair value, discount rate, growth, margins, and P/E multiples in recent research from firms including BofA, UBS, Morgan Stanley, and JPMorgan.
Mise à jour du récit • Jun 23
WMG: AI Rights Management And Content Partnerships Will Support Long Term Economics
Analysts have raised their average price target on Warner Music Group by $5, reflecting recent research that incorporates updated views on the company following a mix of upward and downward target revisions in recent months. Analyst Commentary Recent research on Warner Music Group highlights a split between analysts who see the latest developments as supportive of a higher valuation and those who are more cautious and have reduced their targets.Mise à jour du récit • Jun 06
WMG: Content Partnerships And AI Catalog Risk Will Support Long Term Economics
Narrative Update Warner Music Group's updated analyst price target has moved by a few dollars, with analysts generally pointing to recent target changes at major banks and small adjustments in discount rate, profit margin, and forward P/E assumptions to justify the shift. Analyst Commentary Recent Street research around Warner Music Group has centered on a series of small price target adjustments, both higher and lower, as analysts update models for discount rates, profit margins, and forward P/E assumptions.Mise à jour du récit • May 15
WMG: AI Catalog Risk Will Ultimately Support Long Term Content Economics
Narrative Update on Warner Music Group Analysts have lifted Warner Music Group's implied fair value by about $2 per share, with higher Street price targets reflecting updated assumptions for slightly lower revenue growth and profit margins, a modestly reduced discount rate, and a higher future P/E multiple. Analyst Commentary Recent Street research on Warner Music Group shows a mix of optimism reflected in higher price targets and caution around long term disruption risk, especially from AI driven changes in music creation and consumption.Article d’analyse • May 14
We Like Warner Music Group's (NASDAQ:WMG) Earnings For More Than Just Statutory Profit
Shareholders appeared to be happy with Warner Music Group Corp.'s ( NASDAQ:WMG ) solid earnings report last week. This...Mise à jour du récit • Apr 29
WMG: AI Catalog Risk Will Ultimately Support Future Content Economics
Analysts have made a modest upward tweak to the Warner Music Group price target, with a roughly $0.06 adjustment reflecting slightly refined assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E, while also weighing mixed recent target changes and the rising debate about AI related risks to major music labels. Analyst Commentary Recent Street research on Warner Music Group reflects a mixed backdrop, with modest price target moves and a growing focus on how AI could influence long term economics for major labels.Mise à jour du récit • Apr 15
WMG: AI Catalog Risk Will Ultimately Support Long Term Content Economics
Analysts have trimmed their average price target on Warner Music Group by about $0.12 to $36.12, reflecting slightly lower assumed P/E multiples and discount rates, along with a marginally higher profit margin outlook and ongoing debate about AI risk to major labels. Analyst Commentary Recent research on Warner Music Group presents a mix of optimism about the long term role of major labels and caution around valuation and emerging risks such as AI driven music generation.
Nouveau récit • Apr 07
Streaming And AI Partnerships Will Redefine This Music Powerhouse’s Long Term Earnings Potential
Catalysts About Warner Music Group Warner Music Group is a global music company with recorded music and music publishing operations across major artists, songwriters and catalogs. What are the underlying business or industry changes driving this perspective?Mise à jour du récit • Mar 31
WMG: AI Catalog Risks Will Ultimately Support Long Term Content Economics
Analysts have nudged their price targets for Warner Music Group lower by a few dollars, citing updated assumptions that combine slightly higher growth expectations with pressure on profit margins and fresh concerns around AI related catalog and market share risks. Analyst Commentary Recent research highlights a mix of optimism about Warner Music Group's growth potential and concern around how new technologies, especially AI, could affect long term value and market share.Nouveau récit • Mar 24
AI Partnerships And Catalog Acquisitions Will Struggle Before Eventually Supporting Healthier Margins
Catalysts About Warner Music Group Warner Music Group is a global music company with recorded music, music publishing and catalog monetization businesses. What are the underlying business or industry changes driving this perspective?Mise à jour du récit • Mar 11
WMG: AI Exposures Will Ultimately Support Stronger Long Term Catalog Economics
Narrative Update on Warner Music Group The implied analyst price target for Warner Music Group is now held around $37.44, with analysts citing a slightly higher required return and AI related risks to major labels, alongside mixed recent views on the stock, including a modest $1 target trim from Citi and a bullish initiation from MoffettNathanson. Analyst Commentary Recent research on Warner Music Group highlights a mix of optimism around the long term role of major labels and caution around the impact of AI on recorded music economics and catalog value.Mise à jour du récit • Feb 25
WMG: AI Threats Will Ultimately Support Stronger Long Term Cash Generation
Analysts have slightly trimmed their price target on Warner Music Group to $37.44, reflecting a modestly higher discount rate and a small uptick in expected profit margin, while also factoring in fresh views on AI related risks and recent mixed research commentary. Analyst Commentary Recent research on Warner Music Group reflects a mix of optimism around the core business and caution around emerging risks, especially related to AI generated music.Mise à jour du récit • Feb 10
WMG: AI Licensing Deals Will Support Stronger Long Term Cash Generation
Analysts now see a slightly lower fair value for Warner Music Group, trimming their price target by about US$0.22 as they factor in updated assumptions on revenue growth, margins, and a more conservative future P/E multiple, while still referencing recent mixed research that includes a new bullish initiation and a modest target cut from the Street. Analyst Commentary Bullish Takeaways Bullish analysts see room for Warner Music Group to execute on its growth plans, which they factor into a supportive long term earnings profile and a constructive P/E framework.Mise à jour du récit • Jan 27
WMG: AI Licensing And Pricing Power Will Support Stronger Long Term Cash Generation
Analysts have trimmed their average price target on Warner Music Group by about $0.10 to roughly $37.67. This reflects slightly updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples, while taking into account both recent target moves at major firms and a broadly constructive view on the long term pricing opportunity in music.Mise à jour du récit • Jan 12
WMG: Pricing Power And AI Licensing Deals Will Support Stronger Cash Generation
Analysts have raised their price target on Warner Music Group to $38 from $35, citing what they describe as a growing pricing opportunity in music. This view accompanies only modest adjustments to assumptions such as discount rate, revenue growth, profit margins and future P/E in updated models.Article d’analyse • Jan 07
Should You Think About Buying Warner Music Group Corp. (NASDAQ:WMG) Now?
Today we're going to take a look at the well-established Warner Music Group Corp. ( NASDAQ:WMG ). The company's stock...Mise à jour du récit • Dec 27
WMG: Flexible Pricing And AI Deals Will Drive Stronger Future Cash Flows
Analysts have nudged their price target on Warner Music Group up by $3 to $38 per share, citing a favorable shift in the music industry toward flexible, higher-pricing opportunities that they believe will unlock greater value from the company’s catalog and new releases. Analyst Commentary Analysts view the latest price target increase as a signal that the market is beginning to better appreciate Warner Music Group's leverage to evolving industry economics, particularly around pricing and catalog monetization.Mise à jour du récit • Dec 12
WMG: Flexible Pricing And AI Licensing Will Drive Stronger Future Cash Flows
Analysts have raised their price target on Warner Music Group to 38 dollars from 35 dollars, citing growing confidence that the music industry's shift toward flexible, pricing-driven growth will unlock greater value from its catalog and new releases. Analyst Commentary Bullish analysts argue that Warner Music Group is well positioned to benefit as the music industry shifts away from a pure volume-growth mindset toward a more deliberate, pricing-led model that can unlock higher returns from both new releases and its existing catalog.Mise à jour du récit • Nov 27
WMG: Accelerating Streaming And AI Licensing Will Drive Greater Profitability
Analysts have raised their average price target for Warner Music Group to $38.00 from $35.00. They cite improving profit margins, accelerating streaming growth, and expectations for higher music pricing as factors that could drive future value.Mise à jour du récit • Nov 06
WMG: Streaming Expansion and Industry Pricing Will Drive Further Upside
Analysts have raised their price target on Warner Music Group from $37.72 to $38.00 per share. They cite ongoing growth in streaming subscriptions, expanding profit margins, and new pricing opportunities within the music industry.Mise à jour du récit • Oct 23
Analysts Boost Warner Music Group Price Target Amid Streaming Growth and Valuation Revisions
Analysts have raised their price target for Warner Music Group. Valuation estimates have increased by approximately $0.33 to reflect expected benefits from rising streaming subscriptions, cost efficiencies, and ongoing margin expansion.Mise à jour du récit • Oct 09
Global Internet Expansion And Digital Monetization Will Unlock Future Upside
Analysts have increased their price target for Warner Music Group by $0.61 to $37.39. They cite accelerated streaming subscription growth, successful cost reductions, and expectations for continued margin expansion as key factors behind their positive outlook.Article d’analyse • Sep 30
Is Warner Music Group (NASDAQ:WMG) Using Too Much Debt?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Mise à jour du récit • Sep 25
Global Internet Expansion And Digital Monetization Will Unlock Future Upside
Warner Music Group’s analyst price target saw a modest upward revision, driven by accelerating streaming subscription growth, cost-reduction initiatives expanding margins, and expected industry-wide music price increases, resulting in a new consensus fair value of $36.78. Analyst Commentary Bullish analysts highlight accelerating streaming subscription growth, driving topline performance.Mise à jour du récit • Sep 10
Global Internet Expansion And Digital Monetization Will Unlock Future Upside
Analysts have raised their price target for Warner Music Group, citing outperformance in subscription growth, anticipated benefits from wholesale music pricing increases, and operational efficiencies from reinvestment initiatives, resulting in a modest upward revision of the consensus target from $35.82 to $36.29. Analyst Commentary Bullish analysts see record labels—including Warner Music—well positioned to benefit from anticipated increases in wholesale music pricing, presenting an attractive industry investment opportunity.Mise à jour du récit • Aug 10
Global Internet Expansion And Digital Monetization Will Unlock Future Upside
Warner Music Group's consensus price target has increased, driven by a substantial rise in net profit margin alongside a marked reduction in its future P/E ratio, raising fair value from $33.06 to $35.65. What's in the News Warner Music Group declared a regular quarterly cash dividend of $0.19 per share on Class A and Class B common stock.Seeking Alpha • Feb 10
Warner Music Group: Strategic Moves To Strengthen Its Catalog And Unlock Premium Revenue
Summary WMG is part of a music industry oligopoly, competing mainly with Universal Music and Sony Music, giving it an advantage over smaller independent labels. The acquisition of Tempo Music expands WMG’s song catalog, boosting its publishing revenue and control over songwriter rights. A Spotify deal aims to monetize "superfans" through premium subscription plans, but its success is uncertain due to a lack of industry precedent. FX fluctuations pose a risk, but WMG’s strong profitability margins suggest resilience despite currency headwinds. WMG appears undervalued based on EV/EBITDA, with a better entry point near horizontal support for a potential technical rebound. Read the full article on Seeking AlphaSeeking Alpha • Nov 23
Downgrading Warner Music Group As Spotify And Live Nation Strike A Chord
Summary Warner Music Group's Q4 earnings report failed to impress, leading to a significant stock drop and highlighting concerns about its competitive position in the music industry. Despite solid revenue growth and a $100M share buyback, WMG struggles as industry peers like Spotify and Live Nation capture investor mind share. Analysts question WMG's ability to leverage pricing strategy and product innovation to boost growth, with management's responses lacking concrete, exciting plans. WMG's potential in emerging markets like India and artist successes are promising, but insufficient to drive immediate stock performance improvement; downgraded to hold. Read the full article on Seeking AlphaSeeking Alpha • Oct 10
Warner Music Group: Serving The Middle Class Artists
Summary Warner Music Group offers significant advantages over independent labels by heavily investing in artists’ production, marketing, and tours. WMG shows consistent revenue growth, but high royalty and marketing costs depress its bottom line, though it remains positive. Increased royalty payouts due to streaming platforms empower artists, but major labels like WMG are still essential for long-term career success. The company focuses on nurturing middle-class artists, which could increase demand for its services as streaming technologies improve. Read the full article on Seeking AlphaRendement pour les actionnaires
| WMG | US Entertainment | US Marché | |
|---|---|---|---|
| 7D | -2.2% | 0.1% | 0.9% |
| 1Y | -9.3% | -22.9% | 17.5% |
Rendement vs Industrie: WMG a dépassé le secteur US Entertainment qui a rapporté -22.9 % au cours de l'année écoulée.
Rendement vs marché: WMG a sous-performé le marché US qui a rapporté 17.5 % au cours de l'année écoulée.
Volatilité des prix
| WMG volatility | |
|---|---|
| WMG Average Weekly Movement | 5.8% |
| Entertainment Industry Average Movement | 8.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: WMG n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de WMG ( 6% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1929 | 5,500 | Robert Kyncl | www.wmg.com |
Warner Music Group Corp. est une société de divertissement musical aux États-Unis, au Royaume-Uni, en Allemagne et dans le monde entier. Elle exerce ses activités dans les secteurs de la musique enregistrée et de l'édition musicale. La société est impliquée dans la découverte et le développement d'artistes, ainsi que dans le marketing, la promotion, la distribution, la vente et l'octroi de licences pour la musique créée par les artistes ; elle commercialise son catalogue musical par le biais de compilations et de rééditions de titres musicaux et vidéo déjà sortis, ainsi que de matériel inédit.
Warner Music Group Corp. Résumé des fondamentaux
| WMG statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$14.38b |
| Bénéfices(TTM) | US$447.00m |
| Recettes(TTM) | US$7.13b |
30.3x
Ratio P/E1.9x
Ratio P/SLe site WMG est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| WMG compte de résultat (TTM) | |
|---|---|
| Recettes | US$7.13b |
| Coût des recettes | US$3.86b |
| Marge brute | US$3.27b |
| Autres dépenses | US$2.82b |
| Les revenus | US$447.00m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
Aug 06, 2026
| Résultat par action (EPS) | 0.86 |
| Marge brute | 45.80% |
| Marge bénéficiaire nette | 6.27% |
| Ratio dettes/capitaux propres | 485.5% |
Quelles ont été les performances à long terme de WMG?
Voir les performances historiques et les comparaisonsDividendes
2.9%
Rendement actuel des dividendes88%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/31 20:07 |
| Cours de l'action en fin de journée | 2026/07/31 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/09/30 |
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
Warner Music Group Corp. est couverte par 26 analystes. 15 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 |
|---|---|
| Kannan Venkateshwar | Barclays |
| Todd Juenger | Bernstein |
| Ian Moore | Bernstein |