Lionsgate Studios Management
Management criteria checks 3/4
Lionsgate Studios' CEO is Jon Feltheimer, appointed in Mar 2000, has a tenure of 26.33 years. total yearly compensation is $9.82M, comprised of 15.3% salary and 84.7% bonuses, including company stock and options. directly owns 0.86% of the company’s shares, worth $38.35M. The average tenure of the management team and the board of directors is 12 years and 7.8 years respectively.
Key information
Jon Feltheimer
Chief executive officer
US$9.8m
Total compensation
| CEO salary percentage | 15.27% |
| CEO tenure | 26.3yrs |
| CEO ownership | 0.9% |
| Management average tenure | 12yrs |
| Board average tenure | 7.8yrs |
Recent management updates
Recent updates
Narrative Update • Jun 24
LION: M&A Speculation And Content Partnerships Will Shape Future Earnings Power
The analyst price target for Lionsgate Studios has been adjusted from $14.78 to $15.22, as analysts factor in updated fair value estimates, a revised discount rate, changes to projected revenue growth and profit margins, and a higher assumed future P/E multiple. What’s in the News for Lionsgate Studios Lionsgate Studios stock reached a new all time high following media reports that Netflix was considering an acquisition, before retreating after Netflix stated it has no plans to pursue a takeover, according to Semafor and other outlets.Seeking Alpha • Jun 17
Lionsgate Studios: With No Deal On The Table, This Stock Looks Expensive
Summary Lionsgate Studios has surged ~70% YTD on deal speculation, but Netflix recently passed on acquiring the company. Despite a valuable content library and upcoming Hunger Games prequel, LION faces declining revenue and profitability concerns. The current $16 share price appears to price in significant M&A optimism, making risk/reward less attractive. I maintain a sell rating on LION, citing uncomfortable valuation versus operational headwinds and uncertain acquisition prospects. Read the full article on Seeking Alpha
Narrative Update • Jun 10
LION: Rising Earnings Estimates And Premium Future P/E Will Support Upside Potential
Analysts have lifted their Lionsgate Studios price target from $16.00 to $18.00, citing updated assumptions for revenue growth, profit margins, and future P/E that reshape their view of the stock's risk and return profile. What's in the News Lionsgate Studios Corp.Narrative Update • May 26
LION: Content Partnerships And Leaner Margins Will Shape Future Earnings Power
Analysts have lifted their price target for Lionsgate Studios from $11.06 to $14.78, citing updates to their assumptions on revenue growth, profit margins, discount rates, and the stock’s future P/E profile. What's in the News Sight & Sound Theatres and Lionsgate are bringing the faith driven historical film "A Great Awakening" to home entertainment, with availability for purchase or rental across major digital platforms such as Amazon Prime Video, Apple TV, Google Play, Fandango at Home, Xfinity, and YouTube.Narrative Update • 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.
Narrative Update • 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.Narrative Update • 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.Narrative Update • 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).Narrative Update • 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.Narrative Update • 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).Narrative Update • 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).Narrative Update • 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).Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...New Narrative • 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 Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$182m |
| Dec 31 2025 | n/a | n/a | -US$329m |
| Sep 30 2025 | n/a | n/a | -US$306m |
| Jun 30 2025 | n/a | n/a | -US$364m |
| Mar 31 2025 | US$10m | US$2m | -US$278m |
| Dec 31 2024 | n/a | n/a | -US$332m |
| Sep 30 2024 | n/a | n/a | -US$415m |
| Jun 30 2024 | n/a | n/a | -US$1b |
| Mar 31 2024 | US$18m | US$2m | -US$260m |
| Dec 31 2023 | n/a | n/a | -US$1b |
| Sep 30 2023 | n/a | n/a | -US$1b |
| Jun 30 2023 | n/a | n/a | -US$2b |
| Mar 31 2023 | US$22m | US$2m | -US$2b |
| Dec 31 2022 | n/a | n/a | -US$2b |
| Sep 30 2022 | n/a | n/a | -US$2b |
| Jun 30 2022 | n/a | n/a | -US$262m |
| Mar 31 2022 | US$6m | US$2m | -US$188m |
| Dec 31 2021 | n/a | n/a | -US$121m |
| Sep 30 2021 | n/a | n/a | -US$89m |
| Jun 30 2021 | n/a | n/a | -US$115m |
| Mar 31 2021 | US$19m | US$2m | -US$19m |
| Dec 31 2020 | n/a | n/a | -US$26m |
| Sep 30 2020 | n/a | n/a | -US$103m |
| Jun 30 2020 | n/a | n/a | -US$83m |
| Mar 31 2020 | US$11m | US$2m | -US$188m |
Compensation vs Market: Jon's total compensation ($USD9.82M) is above average for companies of similar size in the US market ($USD6.80M).
Compensation vs Earnings: Jon's compensation has been consistent with company performance over the past year.
CEO
Jon Feltheimer (75 yo)
26.3yrs
Tenure
US$9,823,232
Compensation
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)...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | 26.3yrs | US$9.82m | 0.86% $ 38.3m | |
| Chief Financial Officer | 12.8yrs | US$7.13m | 0.42% $ 18.7m | |
| Chief Operating Officer | 8.6yrs | US$5.14m | 0.37% $ 16.4m | |
| Executive VP & General Counsel | 3.3yrs | US$2.74m | 0.051% $ 2.3m | |
| Vice Chairman | no data | US$7.73m | 0.97% $ 43.0m | |
| Chief Accounting Officer | no data | no data | no data | |
| Executive VP & Head of Investor Relations | 5.3yrs | no data | no data | |
| Chief Ethics & Legal Compliance Officer | no data | no data | no data | |
| Chief Communications Officer | no data | no data | no data | |
| Senior Vice President of Corporate Development & Strategy | no data | no data | no data | |
| Chief Human Resources Officer & Executive VP | 12yrs | no data | no data | |
| Executive VP & Associate General Counsel | 14.3yrs | no data | no data |
12.0yrs
Average Tenure
67yo
Average Age
Experienced Management: LION's management team is seasoned and experienced (12 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | 26.5yrs | US$9.82m | 0.86% $ 38.3m | |
| Independent Director | 10.7yrs | US$291.67k | no data | |
| Director | 1.2yrs | no data | 0.014% $ 622.9k | |
| Independent Non-Executive Chairman | 16.8yrs | US$322.00k | 0.089% $ 4.0m | |
| Independent Director | 3.1yrs | US$250.00k | 0.065% $ 2.9m | |
| Director | less than a year | no data | no data | |
| Independent Director | 4.6yrs | US$250.00k | 0.14% $ 6.1m | |
| Independent Director | 13.4yrs | US$270.00k | 0.77% $ 34.1m | |
| Chairman of Lionsgate Television Group | no data | no data | no data | |
| Independent Director | 6.6yrs | US$270.00k | 0.044% $ 2.0m | |
| Independent Director | 7.8yrs | US$250.00k | 0.021% $ 931.7k | |
| Independent Director | 10.7yrs | US$250.00k | 0.047% $ 2.1m |
7.8yrs
Average Tenure
63yo
Average Age
Experienced Board: LION's board of directors are considered experienced (7.8 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/07/01 21:47 |
| End of Day Share Price | 2026/07/01 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2026/03/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Lionsgate Studios Corp. is covered by 31 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Joseph Bonner | Argus Research Company |
| Marla Backer | Ascendiant Capital Markets LLC |
| Eric Handler | Barclays |