Warner Music Group (WMG) 주식 개요
는 미국, 영국, 독일 및 전 세계에서 음악 엔터테인먼트 회사로 운영되고 있습니다. 자세히 보기
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Analyst Price Targets
Warner Music Group Corp. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$34.72 |
| 52주 최고가 | US$35.42 |
| 52주 최저가 | US$23.34 |
| 베타 | 1.25 |
| 1개월 변동 | 19.97% |
| 3개월 변동 | 26.58% |
| 1년 변동 | 32.42% |
| 3년 변동 | 39.10% |
| 5년 변동 | -3.26% |
| IPO 이후 변동 | 15.27% |
최근 뉴스 및 업데이트
내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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
내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.
새로운 내러티브 • 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?내러티브 업데이트 • 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.
새로운 내러티브 • 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 Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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 Alpha주주 수익률
| WMG | US Entertainment | US 시장 | |
|---|---|---|---|
| 7D | 0.5% | 0.6% | 1.1% |
| 1Y | 32.4% | -10.4% | 28.7% |
수익률 대 산업: WMG은 지난 1년 동안 -10.4%의 수익을 기록한 US Entertainment 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: WMG은 지난 1년 동안 28.7%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| 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% |
안정적인 주가: WMG는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: WMG의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1929 | 5,500 | Robert Kyncl | www.wmg.com |
는 미국, 영국, 독일 및 전 세계에서 음악 엔터테인먼트 회사로 운영되고 있습니다. 이 회사는 음반 및 음악 출판 부문을 통해 운영됩니다. 이 회사는 음반 아티스트의 발굴 및 개발은 물론 음반 아티스트가 제작한 음악의 관련 마케팅, 홍보, 유통, 판매 및 라이선싱에 관여하고, 이전에 출시된 음악 및 비디오 타이틀과 이전에 출시되지 않은 자료의 편집 및 재발행을 통해 음악 카탈로그를 마케팅합니다.
Warner Music Group Corp. 기초 지표 요약
| WMG 기초 통계 | |
|---|---|
| 시가총액 | US$18.11b |
| 순이익 (TTM) | US$447.00m |
| 매출 (TTM) | US$7.13b |
40.5x
주가수익비율(P/E)2.5x
주가매출비율(P/S)WMG는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| WMG 손익계산서 (TTM) | |
|---|---|
| 매출 | US$7.13b |
| 매출원가 | US$3.86b |
| 총이익 | US$3.27b |
| 기타 비용 | US$2.82b |
| 순이익 | US$447.00m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 0.86 |
| 총이익률 | 45.80% |
| 순이익률 | 6.27% |
| 부채/자본 비율 | 485.5% |
WMG의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| Warner Music Group 배당 일정 | |
|---|---|
| 배당락일 | May 26 2026 |
| 배당 지급일 | Jun 02 2026 |
| 배당락일까지 남은 일수 | 0 days |
| 배당 지급일까지 남은 일수 | 7 days |
WMG는 안정적으로 배당을 지급합니까?
WMG 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/25 14:39 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/09/30 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Warner Music Group Corp.는 29명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Kannan Venkateshwar | Barclays |
| Todd Juenger | Bernstein |
| Ian Moore | Bernstein |