Compass Wealth Management LLC Purchases New Position in Warner Bros. Discovery, Inc. $WBD

Compass Wealth Management LLC purchased a new stake in Warner Bros. Discovery, Inc. (NASDAQ:WBD) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 95,093 shares of the company’s stock, valued at approximately $1,857,000.

Several other institutional investors have also modified their holdings of WBD. Concord Wealth Partners grew its position in shares of Warner Bros. Discovery by 49.9% in the 3rd quarter. Concord Wealth Partners now owns 1,321 shares of the company’s stock valued at $26,000 after buying an additional 440 shares during the last quarter. Physician Wealth Advisors Inc. boosted its stake in Warner Bros. Discovery by 152.1% in the third quarter. Physician Wealth Advisors Inc. now owns 1,404 shares of the company’s stock valued at $27,000 after acquiring an additional 847 shares in the last quarter. Grove Bank & Trust grew its holdings in shares of Warner Bros. Discovery by 66.5% during the third quarter. Grove Bank & Trust now owns 1,690 shares of the company’s stock worth $33,000 after purchasing an additional 675 shares during the last quarter. Crews Bank & Trust increased its position in shares of Warner Bros. Discovery by 1,242.2% during the third quarter. Crews Bank & Trust now owns 1,718 shares of the company’s stock worth $34,000 after purchasing an additional 1,590 shares in the last quarter. Finally, Meeder Asset Management Inc. lifted its holdings in shares of Warner Bros. Discovery by 183.9% in the 3rd quarter. Meeder Asset Management Inc. now owns 1,891 shares of the company’s stock valued at $37,000 after purchasing an additional 1,225 shares during the last quarter. Hedge funds and other institutional investors own 59.95% of the company’s stock.

Key Warner Bros. Discovery News

Here are the key news stories impacting Warner Bros. Discovery this week:

• Positive Sentiment: Reports say Netflix has ample cash capacity to raise its bid if Paramount Skydance pushes a higher offer, keeping upside optionality for WBD shareholders and preserving Netflix’s right to match. Exclusive: Netflix has ample room to increase its offer
• Positive Sentiment: WBD has formally asked Paramount Skydance for a “best and final” offer while continuing to recommend the Netflix deal — a move that could prompt a higher competing bid and lift the takeover price for shareholders. Warner Bros Seeks Paramount’s “Best and Final Offer”
• Positive Sentiment: Barron’s coverage and investor commentary indicate market hopes for a Netflix–Paramount bidding contest, which would be the clearest path to a higher transaction value for WBD shares. Warner Bros. Investors Want a Netflix, Paramount Bidding War
• Neutral Sentiment: WBD set its Q4 and full-year 2025 earnings release for Feb. 26 (pre-market); investors will watch results and guidance for confirmation of subscriber, advertising and content trends that could influence valuation ahead of the shareholder vote. Warner Bros. Discovery to Report Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: WBD scheduled a special shareholder meeting for March 20 to vote on the Netflix transaction — a near-term catalyst that fixes a timetable for deal approval or further bidding activity. Warner Bros. Discovery gives Paramount one week
• Neutral Sentiment: WBD sent cease-and-desist letters over AI-generated TikTok content using Batman/Superman IP — an IP-protection action that is reputationally defensive but not material to takeover economics in the near term. Warner Bros Discovery Gets Personal With TikTok Owners
• Negative Sentiment: The U.S. Department of Justice is probing how a sale could affect movie theaters and film output and has held private meetings with major exhibitors — an escalation that raises antitrust risk and could complicate or delay a deal approval. US DOJ probes Warner Bros’ planned sale impact on theaters
• Negative Sentiment: High-profile criticism—director James Cameron sent a scathing letter to a U.S. senator opposing the Netflix-WBD transaction—adding public pressure and signaling cultural/regulatory pushback that could influence lawmakers and regulators. Famed director James Cameron sends scathing letter
• Negative Sentiment: Analyst moves and targets are mixed-to-negative: Rothschild & Co Redburn downgraded WBD from Buy to Hold, and consensus price targets reported remain below some takeover scenarios — both reduce near-term analyst-driven upside. Warner-Bros downgraded to Neutral
• Negative Sentiment: Earnings preview coverage (Zacks) warns WBD may lack the key ingredients to deliver an earnings beat, which could weigh sentiment if Q4 results disappoint ahead of the shareholder vote. Warner Bros. Discovery (WBD) Earnings Expected to Grow

Analysts Set New Price Targets

Several research analysts have commented on the company. Argus lifted their price target on Warner Bros. Discovery from $28.00 to $32.00 and gave the stock a “buy” rating in a research report on Tuesday, January 27th. The Goldman Sachs Group raised their target price on shares of Warner Bros. Discovery from $13.00 to $14.75 and gave the stock a “buy” rating in a research report on Friday, November 7th. Arete Research upped their price target on shares of Warner Bros. Discovery from $30.00 to $35.00 and gave the company a “buy” rating in a research report on Thursday, December 11th. Raymond James Financial increased their price target on shares of Warner Bros. Discovery from $22.00 to $25.00 and gave the stock an “outperform” rating in a research note on Friday, November 7th. Finally, Sanford C. Bernstein raised their price objective on shares of Warner Bros. Discovery from $16.00 to $23.50 in a research report on Friday, November 7th. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $25.09.

Insider Transactions at Warner Bros. Discovery

In related news, CAO Lori C. Locke sold 5,000 shares of the firm’s stock in a transaction dated Monday, December 8th. The shares were sold at an average price of $27.62, for a total value of $138,100.00. Following the completion of the sale, the chief accounting officer owned 110,084 shares in the company, valued at $3,040,520.08. This trade represents a 4.34% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Gunnar Wiedenfels sold 242,994 shares of the business’s stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $29.50, for a total transaction of $7,168,323.00. Following the sale, the chief financial officer directly owned 918,940 shares in the company, valued at approximately $27,108,730. This represents a 20.91% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 267,116 shares of company stock valued at $7,781,731 in the last quarter. Insiders own 1.90% of the company’s stock.

Warner Bros. Discovery Stock Performance

NASDAQ WBD opened at $28.53 on Friday. The stock has a market capitalization of $70.70 billion, a price-to-earnings ratio of 150.17 and a beta of 1.64. The business’s 50 day moving average is $28.36 and its two-hundred day moving average is $21.95. Warner Bros. Discovery, Inc. has a 12-month low of $7.52 and a 12-month high of $30.00. The company has a current ratio of 1.07, a quick ratio of 1.07 and a debt-to-equity ratio of 0.90.

Warner Bros. Discovery Profile

Warner Bros. Discovery (NASDAQ: WBD) is a global media and entertainment company formed when WarnerMedia and Discovery, Inc combined their businesses in 2022. Headquartered in New York City, the company assembles a broad portfolio of film and television production, linear and cable networks, streaming services and consumer distribution operations. Its assets span well-known studio brands, premium scripted and unscripted programming, news and factual entertainment, and licensed franchise properties.

The company’s core activities include film and television production and distribution through units such as Warner Bros.