Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$15.3B
523M shares
52-week range
$23.34 – $35.42
47% from low
Sector
SERVICES-AMUSEMENT & RECREATION SERVICES
Exchange
NASDAQ
CS
P/S (TTM)
2.1
EV / FCF (TTM)
24.0
Warner Music is the third-largest of the three major record companies. Recorded music accounts for most of the firm's revenue, with the segment housing notable record labels including Atlantic Records, Warner Records, Elektra Records. Some of the most successful current artists signed to record deals with Warner include Ed Sheeran, Bruno Mars, Cardi B, and Dua Lipa. Warner's remaining revenue comes from its publishing business, where Warner Chappell represents more than 180,000 songwriters and composers, some of whom are also Warner recording artists but many of whom are not recording artists or are attached to other labels. Warner Chappell controls more than 1 million musical compositions. Access Industries controls 98% of Warner's voting rights, while holding a 72% economic interest.
www.wmg.comNo one on the platform currently holds WMG.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 1,521,800 | $38.9M |
| Bridgewater Associatesas of 2026-03-31 | 32,346 | $826.1K |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-08-20 | $0.2000 | 2026-09-01 |
| 2026-05-26 | $0.1900 | 2026-06-02 |
| 2026-02-18 | $0.1900 | 2026-03-03 |
| 2025-11-19 | $0.1900 | 2025-12-02 |
| 2025-08-20 | $0.1900 | 2025-09-03 |
| 2025-05-27 | $0.1800 | 2025-06-03 |
| 2025-02-24 | $0.1800 | 2025-03-04 |
| 2024-11-19 | $0.1800 | 2024-12-03 |
| 2024-08-27 | $0.1800 | 2024-09-04 |
| 2024-05-22 | $0.1700 | 2024-06-03 |
No one on the platform has traded WMG yet.
| 2024-02-21 | $0.1700 | 2024-03-01 |
| 2023-11-20 | $0.1700 | 2023-12-01 |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 11.1% | 13.8% | — | — | — | |
| Rev. Growth % | 4.4% | 8.5% | ||||
| Profit Margin % | 5.4% | 6.9% | 4.2% | |||
| Free Cash Flow Margin % | 8.0% | 6.7% | 7.7% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +7.7% on the P/E track.
At today's price, your expected annual return is +12.7% on the P/E track.
At today's price, your expected annual return is +17.3% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $7.3B | +12.4% | $1.49 | $1.45–$1.52 | 19.5× | 7 |
| 2027 | $7.8B | +6.0% | $1.80 | $1.74–$1.86 | 16.1× | 8 |
| 2028 | $8.3B | +6.2% | $2.07 | $1.65–$2.19 | 14.0× | 12 |
| 2029 | $9.0B | +9.1% | $1.69 | $1.66–$1.75 | 17.2× | 8 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 3 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | $0.34 | $0.38 | +10.6% |
| 2026-05-07 | $0.27 | $0.34 | +27.2% |
| 2026-02-05 | $0.40 | $0.33 | -17.5% |
| 2025-11-20 | $0.35 | $0.21 | -40.0% |
| 2025-08-07 | $0.29 | $-0.03 | -110.3% |
| 2025-05-08 | $0.28 | $0.07 | -75.2% |
| 2025-02-06 | $0.34 | $0.45 | +32.4% |
| 2024-11-21 | $0.28 |
| $0.08 |
| -71.4% |
| $23.2B |
| — |
| SIRISirius XM Holdings Inc. | $29.52 | +0.51% | $10.0B | — |
| TKOTKO Group Holdings, Inc. | $190.13 | -1.85% | $14.3B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Sony Music and Warner Music sued Anthropic in a California federal court, accusing the AI company of illegally using hundreds of copyrighted songs, lyrics and musical compositions to train its Claude models. The labels allege that Claude was trained on works from artists including The Beatles, Taylor Swift and Michael Jackson, enabling the chatbot to reproduce protected material in response to user prompts. The case is part of a growing wave of copyright litigation against AI companies, with authors, publishers, record labels and media organizations challenging the use of protected content for model training. Universal Music Group has also sued Anthropic since 2023 over the alleged use of copyrighted song lyrics. Anthropic previously agreed to pay $1.5 billion to settle a class-action lawsuit brought by authors, becoming the first major AI company to reach such a settlement. $SONY $WMG
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$WMG key levels mapped in seconds with @TrendSpider. https://share.trendspider.com/chart/WMG/75947m4x0v
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WMG Crushed Earnings, So Why Did Wall Street Shrug? $WMG #stocks #trading https://youtu.be/3vLV2pH5NME
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https://www.marketbeat.com/earnings/reports/2026-8-5-warner-music-group-corp-stock/ $WMG Warner Music Group Earnings Transcript
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$WMG Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $0.39 up 1400.00% YoY • Reported revenue of $1.86B up 10.36% YoY
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$DBX lovers of boobies are always happy. Always. Started building a position in $WMG so i can stay happy with new boobies.
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$SPY $WMG Complement each other like burgers and french fries 🍔🍟 https://www.youtube.com/watch?v=tri-XBIc3So&list=RDtri-XBIc3So&start_radio=1
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$WMG has reinvested a lot of their capital back into the business at a decent ROIC % (above WACC), creating value $AMC $SPHR $STGW $LION
View on StockTwits ↗$SPOT ARPU and Amount of members steadily grinding up for Spotify, very well to see $ROKU $WMG $MSGE
View on StockTwits ↗$SPOT seen massive increases in cash levels, their capital deployment says most is retained cash.. no clue what they will do with it but not a bad position $SIRI $DIS $TME $WMG
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$WMG has announced an agreement to acquire Sureel AI. The deal aims to bolster WMG's tools for protecting, controlling, and monetizing artists' and rightsholders' intellectual property (IP), name, image, likeness (NIL), and voice in the AI era. https://www.prnewswire.com/news-releases/warner-music-group-acquires-sureel-ai-302796705.html
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.