Warner Music Group（WMG）株式概要
ワーナー・ミュージック・グループは、米国、英国、ドイツ、および国際的な音楽エンタテインメント企業として事業を展開している。 詳細
WMG Community Fair Values
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Analyst Price Targets
Warner Music Group Corp. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$34.72 |
| 52週高値 | US$35.42 |
| 52週安値 | US$23.34 |
| ベータ | 1.25 |
| 1ヶ月の変化 | 19.97% |
| 3ヶ月変化 | 26.58% |
| 1年変化 | 32.42% |
| 3年間の変化 | 39.10% |
| 5年間の変化 | -3.26% |
| IPOからの変化 | 15.27% |
最新ニュース
ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.Recent updates
ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.
新しいナラティブ • 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?ナラティブの更新 • 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.
新しいナラティブ • 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?Seeking Alpha • Mar 22
Warner Music Group: Even At 52-Week Lows, I Still Have Concerns
Summary Warner Music Group faces structural headwinds as streaming growth slows, the cultural relevance of new music declines, and AI-generated content threatens royalty streams. WMG's adjusted earnings paint an optimistic picture, but GAAP earnings have stalled out. Heavy debt load and limited operating leverage raise concerns about the sustainability of future shareholder returns. I have a hold rating for Warner; the price has corrected, but fundamental business challenges and weak GAAP profitability limit upside. Read the full article on Seeking Alphaナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • Jul 28
What You Can Learn From Warner Music Group Corp.'s (NASDAQ:WMG) P/E
With a price-to-earnings (or "P/E") ratio of 36.4x Warner Music Group Corp. ( NASDAQ:WMG ) may be sending very bearish...分析記事 • Jun 26
Warner Music Group Corp.'s (NASDAQ:WMG) Intrinsic Value Is Potentially 27% Above Its Share Price
Key Insights Using the 2 Stage Free Cash Flow to Equity, Warner Music Group fair value estimate is US$33.19 Warner...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 Alpha株主還元
| WMG | US Entertainment | US 市場 | |
|---|---|---|---|
| 7D | 0.5% | 0.6% | 1.1% |
| 1Y | 32.4% | -10.4% | 28.7% |
業界別リターン: WMG過去 1 年間で-10.4 % の収益を上げたUS Entertainment業界を上回りました。
リターン対市場: WMG過去 1 年間で28.7 % の収益を上げたUS市場を上回りました。
価格変動
| WMG volatility | |
|---|---|
| WMG Average Weekly Movement | 5.5% |
| Entertainment Industry Average Movement | 9.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: WMG 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: WMGの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1929 | 5,500 | Robert Kyncl | www.wmg.com |
ワーナー・ミュージック・グループは、米国、英国、ドイツ、および国際的な音楽エンタテインメント企業として事業を展開している。レコード音楽部門と音楽出版部門を通じて事業を展開している。同社は、レコーディング・アーティストの発掘と育成、レコーディング・アーティストが創作した音楽の関連マーケティング、プロモーション、流通、販売、ライセンス供与に携わっており、過去にリリースされた音楽や映像作品、未発表作品のコンピレーションや再発売を通じて音楽カタログを販売している。また、ポップ・ヒット、アメリカン・スタンダード、フォークソング、映画・劇場用楽曲など約200万曲の権利を所有・取得し、さまざまな第三者のテレビ・映画プロデューサーやスタジオの音楽やサウンドトラックを管理している。さらに、同社は主にアサイラム、ビッグ・ビート、キャンバスバック、イースト・ウェスト、エラト、FFRR、ノンサッチ、パーロフォン、リプライズ、サイアー、スピニン・レコード、ワーナー・クラシックス、ワーナー・レコード・ナッシュヴィルなどのレコード・レーベルを通じて事業を行っている。さらに、小売店や卸売業者、独立系レーベルから小売店や卸売業者、さまざまな流通センターやベンチャー企業、小売店、オンライン実店舗、ストリーミングサービス、ダウンロードサービスなどに対して、音楽・映像商品のマーケティング、流通、販売を行っている。同社のカタログにはソングライターや作曲家、ポップス、ロック、ジャズ、クラシック、カントリー、R&B、ヒップホップ、ラップ、レゲエ、ラテン、フォーク、オルタナティブ、ブルース、ゴスペル、その他キリスト教音楽など様々なジャンルが含まれる。同社は1929年に設立され、ニューヨーク州ニューヨークに本社を置いている。
Warner Music Group Corp. 基礎のまとめ
| WMG 基礎統計学 | |
|---|---|
| 時価総額 | US$18.11b |
| 収益（TTM） | US$447.00m |
| 売上高(TTM) | US$7.13b |
40.5x
PER（株価収益率2.5x
P/SレシオWMG は割高か？
公正価値と評価分析を参照収益と収入
| WMG 損益計算書（TTM） | |
|---|---|
| 収益 | US$7.13b |
| 売上原価 | US$3.86b |
| 売上総利益 | US$3.27b |
| その他の費用 | US$2.82b |
| 収益 | US$447.00m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.86 |
| グロス・マージン | 45.80% |
| 純利益率 | 6.27% |
| 有利子負債／自己資本比率 | 485.5% |
WMG の長期的なパフォーマンスは？
過去の実績と比較を見る| Warner Music Group 配当日 | |
|---|---|
| 配当落ち日 | May 26 2026 |
| 配当支払日 | Jun 02 2026 |
| 配当落ちまでの日数 | 0 days |
| 配当支払日までの日数 | 7 days |
WMG 配当は確実ですか？
WMG 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/25 23:53 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/09/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Warner Music Group Corp. 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29
| アナリスト | 機関 |
|---|---|
| Kannan Venkateshwar | Barclays |
| Todd Juenger | Bernstein |
| Ian Moore | Bernstein |