Stock Upgrade Boost: Recent chatter on social media has been buzzing about Warner Music Group after a notable upgrade by a major financial institution. Investors are reacting to the shift in rating from neutral to a more positive outlook, driving a spike in the stock price. Many are optimistic about the company's growth potential in the music industry.
Financial Performance: Discussions also highlight the company’s recent quarterly results, with some pointing to impressive revenue growth and earnings increases. There’s a sense of excitement over the firm’s strategic initiatives and margin expansion plans. However, a few voices remain cautious, noting past underperformance over longer periods.
Note: This discussion summary was generated from an AI condensation of post data.
Warner Music Group Insider Trading Activity
Warner Music Group insiders have traded $WMG stock on the open market 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $WMG stock by insiders over the last 6 months:
- ARMIN ZERZA (Chief Financial Officer) purchased 35,778 shares for an estimated $1,006,077
- VALENTIN BLAVATNIK purchased 35,810 shares for an estimated $998,382
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Warner Music Group Revenue
Warner Music Group had revenues of $1.9B in Q4 2025. This is an increase of 14.6% from the same period in the prior year.
You can track WMG financials on Quiver Quantitative's WMG stock page.
Warner Music Group Hedge Fund Activity
We have seen 176 institutional investors add shares of Warner Music Group stock to their portfolio, and 152 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MAWER INVESTMENT MANAGEMENT LTD. removed 7,058,998 shares (-95.7%) from their portfolio in Q3 2025, for an estimated $240,429,471
- THRIVENT FINANCIAL FOR LUTHERANS added 2,173,417 shares (+inf%) to their portfolio in Q3 2025, for an estimated $74,026,583
- CALEDONIA (PRIVATE) INVESTMENTS PTY LTD removed 2,147,678 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $58,502,748
- MILLENNIUM MANAGEMENT LLC added 2,040,425 shares (+178.5%) to their portfolio in Q3 2025, for an estimated $69,496,875
- VANGUARD GROUP INC added 1,837,801 shares (+12.2%) to their portfolio in Q3 2025, for an estimated $62,595,502
- BARCLAYS PLC added 1,824,596 shares (+5055.5%) to their portfolio in Q3 2025, for an estimated $62,145,739
- DARSANA CAPITAL PARTNERS LP removed 1,750,000 shares (-21.9%) from their portfolio in Q3 2025, for an estimated $59,605,000
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Warner Music Group Analyst Ratings
Wall Street analysts have issued reports on $WMG in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Overweight" rating on 12/18/2025
- Bernstein issued a "Outperform" rating on 10/30/2025
- Tigress Financial issued a "Buy" rating on 09/10/2025
- Citigroup issued a "Buy" rating on 09/09/2025
- UBS issued a "Buy" rating on 08/08/2025
To track analyst ratings and price targets for Warner Music Group, check out Quiver Quantitative's $WMG forecast page.
Warner Music Group Price Targets
Multiple analysts have issued price targets for $WMG recently. We have seen 13 analysts offer price targets for $WMG in the last 6 months, with a median target of $37.0.
Here are some recent targets:
- Benjamin Swinburne from Morgan Stanley set a target price of $37.0 on 12/18/2025
- Andrew Uerkwitz from Jefferies set a target price of $35.0 on 12/11/2025
- Jessica Reif Cohen from B of A Securities set a target price of $33.0 on 11/21/2025
- Ian Moore from Bernstein set a target price of $38.0 on 10/30/2025
- Omar Mejias from Wells Fargo set a target price of $39.0 on 10/14/2025
- David Karnovsky from JP Morgan set a target price of $40.0 on 10/08/2025
- Ivan Feinseth from Tigress Financial set a target price of $45.0 on 09/10/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
