Added to YB: 2026-02-19
Pitch date: 2026-02-15
UMG.AS [bullish]
Universal Music Group N.V.
-15.24%
current return
Author Info
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Company Info
Universal Music Group N.V. operates as a music company worldwide. The company operates through Recorded Music, Music Publishing, and Merchandising & Other segments.
Market Cap
EUR 28.5B
Pitch Price
EUR 20.18
Price Target
N/A
Dividend
3.34%
EV/EBITDA
13.64
P/E
18.74
EV/Sales
2.52
Sector
Entertainment
Category
special_situation
Some weekend thoughts on Universal Music
UMG.AS (overview): Bolloré bought at €21.41, may seek >30% control before Sept 2026 pact expiry w/ Tencent (needs 1.6% more, ~€590M). Activist IFP crossed 3% threshold. Pershing Square sold from 10% to <5% but still bullish. Financial investors (GIC, PSH) reducing stakes while industrials (Tencent 11.44%, Bolloré 28.44%) holding. US listing delayed since July. Trading <€20 attracts buyers historically.
Read full article (7 min)