Lionsgate Studios Corp.

NYSE:LION 주식 리포트

시가총액: US$4.3b

Lionsgate Studios 경영진

경영진 기준 점검 3/4

Lionsgate Studios CEO는 Jon Feltheimer, Mar2000 에 임명되었습니다 의 임기는 26.17 년입니다. 총 연간 보상은 $9.82M, 15.3% 급여 및 84.7% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $32.76M 가치에 해당하는 회사 주식의 0.75% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 11.8 년과 7.7 년입니다.

핵심 정보

Jon Feltheimer

최고경영자

US$9.8m

총 보수

CEO 급여 비율15.27%
CEO 재임 기간26.2yrs
CEO 지분 보유율0.8%
경영진 평균 재임 기간11.8yrs
이사회 평균 재임 기간7.7yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha May 22

Lionsgate Studios: Strong Quarter And Even Stronger Outlook - Remains A Top Takeout Candidate

Summary Lionsgate Studios delivered a standout Q4, surpassing revenue and EPS expectations with strong free cash flow and record OIBDA. LION's library generated over $1 billion in trailing 12-month revenue at a 45% EBITDA margin, cementing its status as the core value driver. Blockbuster film releases and a robust pipeline, including Michael and upcoming franchise reboots, reinforce library value and acquisition appeal. Management's performance-based equity awards and ongoing industry consolidation position LION as a prime buyout candidate in my opinion with limited financial risk. Read the full article on Seeking Alpha
내러티브 업데이트 May 05

LION: Higher Margins And Premium Future P/E Will Support Upside Potential

Analysts now set a higher fair value price target for Lionsgate Studios at $16.00, up from $12.00, citing updated assumptions around the discount rate, revenue contraction, profit margin, and future P/E. What's in the News Scentbird launched a collaboration with Lionsgate's The Twilight Saga, introducing an exclusive Twilight Eau de Parfum that aims to capture the franchise's romance focused atmosphere.
내러티브 업데이트 Apr 20

LION: Mnuchin Board Role And Worsening Revenue Outlook Will Drive Further Downside

Analysts now see fair value for Lionsgate Studios at $8.52 per share, up from $8.00. This reflects updated views on discount rates, revenue growth, profit margins and P/E assumptions.
내러티브 업데이트 Apr 06

LION: Higher Margins And Lower P/E Multiple Will Support Upside Potential

Analysts have kept their $12.00 price target for Lionsgate Studios in place. They point to updated assumptions that pair slightly softer revenue expectations with higher projected profit margins and a lower future P/E multiple as reasons to maintain their view.
내러티브 업데이트 Mar 23

LION: Mnuchin Agreement And Higher Margins Will Support Future Earnings Power

Analysts have raised their price target on Lionsgate Studios to $11.06, attributing the revision to a modestly lower discount rate as well as slightly stronger projected profit margins and P/E assumptions. What's in the News Scentbird launched a limited-time Twilight Eau de Parfum tied to Lionsgate's The Twilight Saga, using social-first storytelling, experiential sampling, and out-of-home ads to reach fans (Scentbird collaboration announcement).
내러티브 업데이트 Mar 08

LION: Higher Future P/E Expectations Will Support Upside Potential

Analysts have maintained their $12.00 price target on Lionsgate Studios. Instead, they are adjusting key inputs, including a lower discount rate, softer revenue growth and profit margin assumptions, and a much higher future P/E estimate to reflect what they see as a different balance of risk and potential reward in the story.
내러티브 업데이트 Feb 22

LION: Mnuchin Agreement And Higher Margins Will Reshape Future Earnings Power

Analysts have raised their price target on Lionsgate Studios from about $8.61 to approximately $11.06 per share, citing updated assumptions that include a higher profit margin outlook, a revised future P/E multiple, and adjusted views on revenue trends and discount rates. What's in the News Lionsgate Studios expanded its board by one seat to add Steven Mnuchin, reflecting an agreement with him and his firm Liberty 77 Capital LP (Key Developments).
내러티브 업데이트 Feb 08

LION: Mnuchin Influence And Lower P/E Assumptions Will Not Prevent Further Downside

Analysts have lifted their price target on Lionsgate Studios to US$8.00, citing slightly lower assumed discount rates, a modestly smaller projected revenue decline, a marginally higher profit margin outlook, and a reduced future P/E of 13.01x from 13.96x. What's in the News Lionsgate Studios expanded its board by one seat to add Steven Mnuchin on January 26, 2026, as part of an agreement with him and Liberty 77 Capital LP (Key Developments).
내러티브 업데이트 Jan 25

LION: Higher Margin Outlook And Completed Buyback Will Support Future Upside

Analysts have lifted their fair value estimate for Lionsgate Studios from US$11.00 to US$12.00, citing slightly less severe revenue contraction, a higher projected profit margin near 4.2%, and a lower assumed future P/E of about 43.9x as the key drivers of the change. What's in the News Lionsgate Studios reported that from July 1, 2025 to September 30, 2025, it repurchased 0 shares for US$0 million under its existing buyback program (Key Developments).
내러티브 업데이트 Jan 10

LION: Higher Margin Outlook And Completed Buyback Will Support Stronger Share Price

Analysts have maintained their fair value estimate for Lionsgate Studios at US$11.00. They cite slightly softer revenue growth assumptions and a small improvement in expected profit margins, which together support a modestly lower future P/E multiple of 65.09x compared with 66.80x previously.
내러티브 업데이트 Dec 27

LION: Higher Future Earnings Multiple Will Support Stronger Share Price Outlook

Analysts have nudged their price target on Lionsgate Studios slightly higher to about $11.00 per share, citing a modestly higher fair value estimate that more than offsets slightly weaker long term growth and margin assumptions. Valuation Changes The Fair Value Estimate has risen slightly from about $10.71 to $11.00 per share, reflecting a modest upward revision in intrinsic value.
분석 기사 Dec 24

Lionsgate Studios Corp.'s (NYSE:LION) Price Is Right But Growth Is Lacking After Shares Rocket 26%

Lionsgate Studios Corp. ( NYSE:LION ) shares have continued their recent momentum with a 26% gain in the last month...
내러티브 업데이트 Dec 12

LION: Future Profit Margins Will Offset Revenue Pressure And Higher Required Returns

Analysts have raised their price target on Lionsgate Studios by approximately 14 percent to reflect improved long term profit margin expectations and a more reasonable future earnings multiple, even as they incorporate a slightly higher discount rate and revenue headwinds into their models. Valuation Changes The fair value estimate has risen slightly, moving from 7.0 to 8.0, reflecting higher confidence in long-term earnings power.
내러티브 업데이트 Oct 28

Future Share Buyback Activity And Digital Moves Will Reshape Entertainment Markets

Analysts have slightly lowered their price target for Lionsgate Studios from $8.91 to $8.61, citing marginal adjustments in future revenue projections and profitability expectations. What's in the News Between April 1, 2025 and June 30, 2025, Lionsgate Studios did not repurchase any shares.
분석 기사 Oct 03

Lionsgate Studios Corp. (NYSE:LION) Shares Could Be 24% Above Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Lionsgate Studios fair value estimate is US$5.26 Lionsgate...
User avatar
새로운 내러티브 Jun 01

Global Digital Demand And Franchises Will Unlock Value

Separation from Starz and focus on content allows Lionsgate to streamline operations, improve margins, and drive earnings growth.

CEO 보수 분석

Jon Feltheimer의 보수는 Lionsgate Studios의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

-US$182m

Dec 31 2025n/an/a

-US$329m

Sep 30 2025n/an/a

-US$306m

Jun 30 2025n/an/a

-US$364m

Mar 31 2025US$10mUS$2m

-US$357m

Dec 31 2024n/an/a

-US$332m

Sep 30 2024n/an/a

-US$415m

Jun 30 2024n/an/a

-US$1b

Mar 31 2024US$18mUS$2m

-US$1b

Dec 31 2023n/an/a

-US$1b

Sep 30 2023n/an/a

-US$1b

Jun 30 2023n/an/a

-US$2b

Mar 31 2023US$22mUS$2m

-US$2b

Dec 31 2022n/an/a

-US$2b

Sep 30 2022n/an/a

-US$2b

Jun 30 2022n/an/a

-US$262m

Mar 31 2022US$6mUS$2m

-US$188m

Dec 31 2021n/an/a

-US$121m

Sep 30 2021n/an/a

-US$89m

Jun 30 2021n/an/a

-US$115m

Mar 31 2021US$19mUS$2m

-US$19m

Dec 31 2020n/an/a

-US$26m

Sep 30 2020n/an/a

-US$103m

Jun 30 2020n/an/a

-US$83m

Mar 31 2020US$11mUS$2m

-US$188m

보상 대 시장: Jon의 총 보수(USD9.82M)는 US 시장에서 비슷한 규모 기업의 평균(USD7.02M)보다 높습니다.

보상과 수익: Jon의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Jon Feltheimer (74 yo)

26.2yrs
재임 기간
US$9,823,232
보수

Mr. Jon Feltheimer serves as the Chief Executive Officer at Lionsgate Studios Corp. and as its Director from May 2024. He is the Chief Executive Officer at Lions Gate Entertainment Corp. (d/b/a Lionsgate)...


리더십 팀

이름직위재임 기간보수지분
Jon Feltheimer
CEO & Director26.2yrsUS$9.82m0.75%
$ 32.8m
James Barge
Chief Financial Officer12.6yrsUS$7.13m0.42%
$ 18.3m
Brian Goldsmith
Chief Operating Officer8.4yrsUS$5.14m0.36%
$ 15.5m
Bruce Tobey
Executive VP & General Counsel3.2yrsUS$2.74m0.030%
$ 1.3m
Michael Burns
Vice Chairmanno dataUS$7.73m0.95%
$ 41.0m
Rick Prell
Chief Accounting Officerno data데이터 없음데이터 없음
Nilay Shah
Executive VP & Head of Investor Relations5.2yrs데이터 없음데이터 없음
Rahwa Ghebre-Ab
Chief Ethics & Legal Compliance Officerno data데이터 없음데이터 없음
Peter Wilkes
Chief Communications Officerno data데이터 없음데이터 없음
Miles Delaney
Senior Vice President of Corporate Development & Strategyno data데이터 없음데이터 없음
Ross Pollack
Chief Human Resources Officer & Executive VP11.8yrs데이터 없음데이터 없음
Adrian Kuzycz
Executive VP & Associate General Counsel14.1yrs데이터 없음데이터 없음
11.8yrs
평균 재임 기간
66yo
평균 나이

경험이 풍부한 관리: LION의 경영진은 노련하고 경험이 풍부합니다(평균 재임 11.8 년).


이사회 구성원

이름직위재임 기간보수지분
Jon Feltheimer
CEO & Director26.3yrsUS$9.82m0.75%
$ 32.8m
Michael Fries
Independent Director10.5yrsUS$291.67k데이터 없음
Richard Rosenblatt
Director1yr데이터 없음0.014%
$ 608.2k
Mark Rachesky
Independent Non-Executive Chairman16.7yrsUS$322.00k0.089%
$ 3.9m
John Harkey
Independent Director2.9yrsUS$250.00k0.065%
$ 2.8m
Steven Mnuchin
Directorless than a year데이터 없음데이터 없음
Harry Sloan
Independent Director4.4yrsUS$250.00k0.14%
$ 5.9m
Gordon Crawford
Independent Director13.3yrsUS$270.00k0.77%
$ 33.3m
Kevin Beggs
Chairman of Lionsgate Television Groupno data데이터 없음데이터 없음
Yvette Ostolaza
Independent Director6.4yrsUS$270.00k0.044%
$ 1.9m
Susan McCaw
Independent Director7.7yrsUS$250.00k0.021%
$ 909.5k
Emily Fine
Independent Director10.5yrsUS$250.00k0.047%
$ 2.0m
7.7yrs
평균 재임 기간
62yo
평균 나이

경험이 풍부한 이사회: LION의 이사회경험이 있음으로 간주됩니다(평균 재임 7.7 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/26 21:07
종가2026/05/22 00:00
수익2026/03/31
연간 수익2026/03/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

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분석가 소스

Lionsgate Studios Corp.는 31명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Joseph BonnerArgus Research Company
Marla BackerAscendiant Capital Markets LLC
Eric HandlerBarclays