Warner Music Group: Solid Executions Should Lead To Closure Of Relative Valuation Gap [Seeking Alpha]
Warner Music Group Corp. - Class A (WMG)
Company Research
Source: Seeking Alpha
Q4 2025 results beat expectations, with revenue up 13% y/y to $1.87B and adj. OIBDA margin at 21.7%. WMG's strategic capital reallocation and operational alignment are delivering structural market share gains and stronger global artist performance. With high-single-digit revenue growth, 150-200 bps margin expansion, and a path to close the valuation gap with UMGNF, WMG's risk/reward setup is compelling. Flashpop/DigitalVision via Getty Images Summary I gave a buy rating to Warner Music Group ( WMG ) last year when I initiated coverage, with my key thesis being that WMG has a solid market position, and it should continue to lead This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha).
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High impacting Warner Music Group Corp. - Class A news events
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WMG
News
- Warner Music Group (NASDAQ:WMG) had its price target lowered by analysts at Citigroup Inc. from $41.00 to $40.00. They now have a "buy" rating on the stock.MarketBeat
- Liza Minnelli is among the artists who collaborated on a new AI-generated album [MSNBC.com]MSNBC.com
- HANNAH KARP APPOINTED EVP & CHIEF COMMUNICATIONS OFFICER FOR WARNER MUSIC GROUPPR Newswire
- Warner Music Group (NASDAQ:WMG) had its "outperform" rating reaffirmed by analysts at Sanford C. Bernstein.MarketBeat
- Warner Music Group Corp. to Conduct Earnings Conference Call on Thursday, February 5, 2026Business Wire
WMG
Earnings
- 11/20/25 - Miss
WMG
Sec Filings
- 1/20/26 - Form ARS
- 1/20/26 - Form DEFA14A
- 1/20/26 - Form DEF
- WMG's page on the SEC website