1,622,625 Shares in IMAX Corporation $IMAX Bought by Westfield Capital Management Co. LP

Westfield Capital Management Co. LP acquired a new stake in shares of IMAX Corporation (NYSE:IMAX) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 1,622,625 shares of the company’s stock, valued at approximately $53,141,000. Westfield Capital Management Co. LP owned approximately 3.02% of IMAX at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the company. Orbis Allan Gray Ltd lifted its position in shares of IMAX by 31.7% during the second quarter. Orbis Allan Gray Ltd now owns 5,113,033 shares of the company’s stock valued at $142,960,000 after buying an additional 1,230,267 shares during the last quarter. Nantahala Capital Management LLC raised its stake in shares of IMAX by 24.9% during the 2nd quarter. Nantahala Capital Management LLC now owns 1,133,993 shares of the company’s stock worth $31,706,000 after acquiring an additional 225,742 shares in the last quarter. JPMorgan Chase & Co. lifted its position in IMAX by 10.9% during the second quarter. JPMorgan Chase & Co. now owns 1,029,602 shares of the company’s stock valued at $28,788,000 after acquiring an additional 101,048 shares during the last quarter. Primecap Management Co. CA boosted its stake in IMAX by 1.3% in the second quarter. Primecap Management Co. CA now owns 751,602 shares of the company’s stock valued at $21,015,000 after acquiring an additional 9,902 shares in the last quarter. Finally, Pembroke Management LTD boosted its stake in IMAX by 18.4% in the third quarter. Pembroke Management LTD now owns 516,622 shares of the company’s stock valued at $16,919,000 after acquiring an additional 80,229 shares in the last quarter. 93.51% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

IMAX has been the topic of a number of recent analyst reports. B. Riley Financial reaffirmed a “buy” rating on shares of IMAX in a research report on Monday, December 8th. Rosenblatt Securities restated a “buy” rating and set a $47.00 target price on shares of IMAX in a research note on Tuesday. Benchmark increased their price target on IMAX from $42.00 to $44.00 and gave the company a “buy” rating in a research note on Thursday. Roth Mkm reissued a “buy” rating and issued a $42.00 price target on shares of IMAX in a report on Monday, December 8th. Finally, Barrington Research restated an “outperform” rating and set a $42.00 price objective on shares of IMAX in a report on Monday, January 26th. Ten research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat, IMAX presently has an average rating of “Moderate Buy” and a consensus price target of $43.00.

IMAX News Summary

Here are the key news stories impacting IMAX this week:

• Positive Sentiment: IMAX reported a solid Q4: $0.58 EPS vs. $0.43 consensus and revenue of $125.2M (up ~35% YoY), with improved margins — a direct driver of today’s upside. MarketBeat Q4 Report
• Positive Sentiment: Box‑office tailwinds: IMAX benefited from heavy lift by Avatar: Fire & Ash and other tentpoles, helping IMAX post its best-ever global box office ($1.28B in 2025) and fueling expectations for further upside. Deadline: Avatar drives Q4
• Positive Sentiment: Dune 3 secured IMAX exclusivity for its opening weekend in many markets, boosting premium-screen demand and helping IMAX capture a larger share of opening-week revenue. That exclusivity likely contributed to positive investor sentiment. Yahoo: Dune 3 wins IMAX opening
• Positive Sentiment: Analyst upgrades and higher targets: JPMorgan raised its target to $48 (overweight) and Benchmark raised its target to $44 (buy); Rosenblatt reiterated buy — analyst support adds conviction and likely helped the rally. Benzinga coverage TickerReport Rosenblatt note
• Neutral Sentiment: IMAX published a formal target for $1.4B global box office in 2026 and said it’s expanding premium content and network reach — a positive roadmap but execution- and box-office dependent. Seeking Alpha: 2026 target
• Neutral Sentiment: Non‑studio content initiatives (Studio Ghibli re‑releases, select live F1 events) broaden revenue streams but are smaller contributors versus blockbuster openings. Collider: Ghibli re-release KHOU: F1 in IMAX
• Negative Sentiment: Marvel’s Avengers: Doomsday will not have an IMAX opening‑week release in the U.S., which could limit near‑term IMAX volume from one of the season’s biggest films. This is a headwind vs. expectations for universal IMAX distribution on tentpoles. Gizmodo: Avengers not in IMAX opening
• Negative Sentiment: Coverage notes that Avengers and other Marvel titles may be IMAX‑enabled in select international markets but not the U.S., creating uneven revenue upside across regions. ComicBookMovie: IMAX exclusions

IMAX Stock Performance

IMAX stock opened at $41.92 on Friday. The business’s 50-day simple moving average is $36.32 and its two-hundred day simple moving average is $33.86. The company has a market cap of $2.26 billion, a PE ratio of 0.00, a PEG ratio of 1.81 and a beta of 0.38. IMAX Corporation has a fifty-two week low of $20.48 and a fifty-two week high of $42.46.

IMAX Company Profile

IMAX Corporation is a global leader in immersive entertainment technologies, specializing in the design, manufacture and distribution of high-resolution cameras, projectors, and proprietary software solutions that enhance both film production and theatrical exhibition. The company licenses its premium large-format system to theatre owners and filmmakers around the world, enabling audiences to experience movies with greater clarity, scale and sound fidelity. IMAX also offers turnkey theatre development services, assisting cinema operators with auditorium design, installation and custom branding to optimize the customer experience.

Founded in 1967 and headquartered in Mississauga, Ontario, IMAX has built a reputation for pioneering film-format innovations, including its patented dual 15-perforation, 70-millimeter projection system.