Monitor LION stock price trajectory toward the $17.50, $20.00, and $22.50 vesting thresholds over the next five years. The CEO's retention through 2031 provides leadership stability, but the equity structure aligns his incentives with shareholder returns.
Price Chart
Executive Summary
Lionsgate Studios extended CEO Jon Feltheimer's employment agreement through July 31, 2031 and granted him performance-based equity awards contingent on the stock price reaching $17.50, $20.00, and $22.50 thresholds. The awards also require continued employment through April 13, 2031.
Key Facts
- CEO Jon Feltheimer's employment term extended to July 31, 2031
- Granted 4.5 million stock options and 666,667 RSUs with performance vesting tied to stock price targets of $17.50, $20.00, and $22.50
- Performance vesting requires achieving price target within five years of grant date (April 13, 2026)
- Service-based vesting requires continued employment through fifth anniversary of grant date
- No CEO/CFO departure or unexpected leadership change
Financial Impact
Undisclosed value of equity awards granted to CEO, with vesting contingent on stock price reaching $17.50, $20.00, and $22.50 targets
Risk Factors
- Equity awards may not vest if stock price targets are not met
- Potential dilution if stock price reaches vesting thresholds
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0002052959-26-000037 |
| Document: lion-20260413.htm | 0002052959-26-000037 |
| Document: 0002052959-26-000037-index-headers.html | 0002052959-26-000037 |
| Document: 0002052959-26-000037-index.html | 0002052959-26-000037 |
| Document: 0002052959-26-000037.txt | 0002052959-26-000037 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 23, 2026 13w ago | 8-K | $13.34 $10.62 | ▼ −20.39% | ▼ −24.12% | $12.27 (−8.02%) |
Jul 22, 2026 13w ago | Press Release | $13.85 | awaiting T+60 | — | $12.27 (−11.41%) |
Jul 6, 2026 16w ago | 8-K | $13.94 $11.20 | ▼ −19.66% | ▼ −21.65% | $12.27 (−11.98%) |
Jun 8, 2026 20w ago | EFFECT | $13.52 | awaiting T+60 | — | $12.27 (−9.25%) |
Jun 1, 2026 21w ago | EFFECT | $13.86 $11.78 | ▼ −15.01% | ▼ −16.24% | $12.27 (−11.47%) |
May 27, 2026 21w ago | S-3 | $14.26 $11.51 | ▼ −19.28% | ▼ −21.02% | $12.27 (−13.96%) |
May 21, 2026 22w ago | 8-K | $14.95 $11.69 | ▼ −21.81% | ▼ −25.00% | $12.27 (−17.93%) |
Apr 15, 2026 27w ago | 8-K | $11.07 $13.29 | ▲ +20.05% | ▲ +13.01% | $12.27 (+10.84%) |
US Market Status
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