Universal Music Group (UMG) Panoramica del titolo
Universal Music Group N.V. opera come azienda musicale a livello mondiale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 3/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 3/6 |
| Salute finanziaria | 3/6 |
| Dividendi | 3/6 |
UMG Community Fair Values
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Analyst Price Targets
Concorrenti di Universal Music Group N.V.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | €19.14 |
| Massimo di 52 settimane | €28.29 |
| Minimo di 52 settimane | €15.41 |
| Beta | 0.80 |
| Variazione di 1 mese | 7.77% |
| Variazione a 3 mesi | -3.75% |
| Variazione di 1 anno | -28.34% |
| Variazione a 3 anni | -9.63% |
| Variazione a 5 anni | n/a |
| Variazione dall'IPO | -23.75% |
Notizie e aggiornamenti recenti
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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
Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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).Articolo di analisi • 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...Aggiornamento narrativa • 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).Aggiornamento narrativa • 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).Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • Jul 14
Some Shareholders Feeling Restless Over Universal Music Group N.V.'s (AMS:UMG) P/E Ratio
Universal Music Group N.V.'s ( AMS:UMG ) price-to-earnings (or "P/E") ratio of 23.5x might make it look like a sell...
Nuova narrativa • 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.Rendimenti per gli azionisti
| UMG | NL Entertainment | NL Mercato | |
|---|---|---|---|
| 7D | 2.1% | -0.1% | -1.8% |
| 1Y | -28.3% | -27.5% | 37.8% |
Ritorno vs Industria: UMG ha trovato corrispondenza nel Dutch Entertainment che ha restituito -27.5 % nell'ultimo anno.
Rendimento vs Mercato: UMG ha avuto una performance inferiore al mercato Dutch che ha registrato un rendimento 37.8 % nell'ultimo anno.
Volatilità dei prezzi
| UMG volatility | |
|---|---|
| UMG Average Weekly Movement | 4.2% |
| Entertainment Industry Average Movement | 5.5% |
| Market Average Movement | 4.2% |
| 10% most volatile stocks in NL Market | 7.7% |
| 10% least volatile stocks in NL Market | 2.2% |
Prezzo delle azioni stabile: UMG non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato Dutch.
Volatilità nel tempo: La volatilità settimanale ( 4% ) di UMG è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2020 | 9,636 | Lucian Grainge | www.universalmusic.com |
Universal Music Group N.V. opera come società musicale a livello mondiale. Opera attraverso i segmenti Musica registrata, Editoria musicale e Merchandising e altro. Il segmento Recorded Music si occupa di scoprire e sviluppare artisti discografici, nonché di concedere licenze, commercializzare, promuovere, distribuire e vendere la loro musica attraverso vari formati e piattaforme; inoltre, si occupa di eventi dal vivo, sponsorizzazioni, film e operazioni televisive.
Universal Music Group N.V. Riepilogo dei fondamenti
| UMG statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | €34.66b |
| Utili (TTM) | €1.53b |
| Ricavi(TTM) | €12.51b |
22.9x
Rapporto P/E2.8x
Rapporto P/SUMG è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| UMG Conto economico (TTM) | |
|---|---|
| Ricavi | €12.51b |
| Costo del fatturato | €7.20b |
| Profitto lordo | €5.31b |
| Altre spese | €3.78b |
| Utili | €1.53b |
Ultimi utili riportati
Dec 31, 2025
Prossima data di guadagno
Jul 30, 2026
| Utile per azione (EPS) | 0.84 |
| Margine lordo | 42.46% |
| Margine di profitto netto | 12.26% |
| Rapporto debito/patrimonio netto | 62.3% |
Come si è comportato UMG nel lungo periodo?
Vedi performance storica e confrontoDividendi
2.7%
Rendimento attuale del dividendo62%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/13 20:52 |
| Prezzo dell'azione a fine giornata | 2026/07/13 00:00 |
| Utili | 2025/12/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Universal Music Group N.V. è coperta da 29 analisti. 18 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| JULIEN ROCH | Barclays |
| Christophe Cherblanc | Bernstein |
| William Packer | BNP Paribas |