The Walt Disney Company (DIS)

US — Communication Services Sector
Peers: T  VZ  TMUS  FOXA  SBGI  CMCSA 

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Key Metrics & Ratings

  • symbol DIS
  • Rev/Share 53.5924
  • Book/Share 63.8343
  • PB 1.7625
  • Debt/Equity 0.43
  • CurrentRatio 0.6693
  • ROIC 0.0779

 

  • MktCap 189841080277.0
  • FreeCF/Share 3.953
  • PFCF 26.8897
  • PE 15.6049
  • Debt/Assets 0.2308
  • DivYield 0.0117
  • ROE 0.1135

 

  • Rating B
  • Score 3
  • Recommendation Neutral
  • P/E Score 2
  • DCF Score 3
  • P/B Score 3
  • D/E Score 2

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Resumed DIS Morgan Stanley -- Overweight -- $135 Feb. 3, 2026
Reiterated DIS JP Morgan -- Overweight $130 $138 July 29, 2025
Reiterated DIS UBS -- Buy $120 $138 July 16, 2025
Upgrade DIS Jefferies Hold Buy -- $144 June 30, 2025
Reiterated DIS Rosenblatt -- Buy $135 $140 June 3, 2025
Upgrade DIS Wolfe Research Peer Perform Outperform -- $112 April 21, 2025
Resumed DIS Citigroup -- Buy -- $125 Jan. 22, 2025
Upgrade DIS Redburn Atlantic Neutral Buy $100 $147 Jan. 7, 2025
Initiation DIS Jefferies -- Hold -- $120 Dec. 5, 2024
Initiation DIS Piper Sandler -- Neutral -- $95 Oct. 16, 2024

News

Disney picks Josh D'Amaro to be its next CEO — and hopes history doesn't repeat itself
DIS
Published: February 03, 2026 by: Business Insider
Sentiment: Neutral

Disney announced it will appoint experiences chairman Josh D'Amaro as its next CEO. D'Amaro has big shoes to fill, as CEO Bob Iger has already come out of retirement once.

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image for news Disney picks Josh D'Amaro to be its next CEO — and hopes history doesn't repeat itself
Disney names parks boss Josh D'Amaro as its next CEO to succeed Bob Iger, effective March 18
DIS
Published: February 03, 2026 by: CNBC
Sentiment: Positive

Disney made the long-awaited announcement of its successor to CEO Bob Iger. This marks the second time Disney selected a replacement for Iger in six years.

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image for news Disney names parks boss Josh D'Amaro as its next CEO to succeed Bob Iger, effective March 18
Disney Names Parks Chief D'Amaro as New CEO, Succeeding Iger
DIS
Published: February 03, 2026 by: WSJ
Sentiment: Positive

Josh D'Amaro will be the ninth person to lead Disney in the company's 102-year history.

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image for news Disney Names Parks Chief D'Amaro as New CEO, Succeeding Iger
Josh D'Amaro Named Next Chief Executive Officer of The Walt Disney Company
DIS
Published: February 03, 2026 by: Business Wire
Sentiment: Neutral

BURBANK, Calif.--(BUSINESS WIRE)--The Walt Disney Company (NYSE: DIS) Board of Directors announced today that, in a unanimous vote held on Monday, it elected Disney Experiences Chairman Josh D'Amaro to become Chief Executive Officer of The Walt Disney Company, effective at the upcoming Annual Meeting on March 18, 2026, when he will succeed longtime Disney CEO Robert A. Iger. The Board also intends to appoint D'Amaro as a director immediately following that meeting. As head of the company's larg.

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image for news Josh D'Amaro Named Next Chief Executive Officer of The Walt Disney Company
Disney's Earnings Beat Isn't Enough To Change The Story Yet
DIS
Published: February 03, 2026 by: Seeking Alpha
Sentiment: Positive

The Walt Disney Company (DIS) remains a Hold as upside is limited without clear improvements in free cash flow and entertainment margins. Despite beating revenue and EPS expectations, DIS shares fell 7% due to weak free cash flow and declining segment margins. Streaming profitability and cost discipline are critical; current valuations reflect market skepticism about sustained margin recovery and cash generation.

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image for news Disney's Earnings Beat Isn't Enough To Change The Story Yet
Disney shares are flat as CEO succession takes the spotlight. Here's what's happening
DIS
Published: February 03, 2026 by: CNBC
Sentiment: Neutral

Disney shares edged higher premarket Friday ahead of the announcement of a successor for Bob Iger as CEO. The media giant reported quarterly earnings on Monday, beating Wall Street's expectations.

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image for news Disney shares are flat as CEO succession takes the spotlight. Here's what's happening
Even Disney can't outrun the international travel slowdown
DIS
Published: February 02, 2026 by: Business Insider
Sentiment: Negative

Disney reported "headwinds" in international visitation to its US theme parks. International visitors to the US declined in 2025, especially from Canada.

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image for news Even Disney can't outrun the international travel slowdown
Market Indexes Bounce Back to Start a New Trading Week
AMD, DIS, MRK, NXPI, PEP, PLTR, PYPL, SHOP
Published: February 02, 2026 by: Zacks Investment Research
Sentiment: Positive

Improved Manufacturing data joined another strong tranche of Q4 earnings reports today.

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image for news Market Indexes Bounce Back to Start a New Trading Week
Disney's Q1 2026 Missed Hype, But the Turnaround Builds
DIS
Published: February 02, 2026 by: MarketBeat
Sentiment: Positive

Walt Disney Company's NYSE: DIS Q1 2026 results and guidance were no blowout, but they affirm that the company is gaining traction. Years in the making, the Bob Iger-led turnaround has the company back on track, growing, and positioned for a leveraged earnings recovery over time.

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image for news Disney's Q1 2026 Missed Hype, But the Turnaround Builds
Disney Might Need to Be Broken Up, Ross Gerber Says
DIS
Published: February 02, 2026 by: Bloomberg Markets and Finance
Sentiment: Negative

Ross Gerber, co-founder and CEO of Gerber Kawasaki Wealth and Investment Management, says the valuation for Walt Disney Co. "makes no sense" and it's time for a change there. Disney said it expects challenges attracting international tourists to its domestic parks in its fiscal second quarter and warned of ongoing increased costs for sports rights.

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image for news Disney Might Need to Be Broken Up, Ross Gerber Says
The Self-Financed Horror Movie That Beat ‘Melania' and Battled Disney for No. 1
DIS
Published: February 02, 2026 by: WSJ
Sentiment: Positive

“Iron Lung” opened in more than 4,000 locations after YouTube star Markiplier's fans blitzed movie theaters with requests for the movie.

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image for news The Self-Financed Horror Movie That Beat ‘Melania' and Battled Disney for No. 1
DIS "Story of Patience:" Streaming "More Mature" & International Headwinds
DIS
Published: February 02, 2026 by: Schwab Network
Sentiment: Positive

Walt Disney (DIS) is a "story of patience," argues Stephen Kent. While the stock experienced a years-long consolidation, he sees the company making "money on autopilot" through its maturing streaming platform even as it faces the "YouTube question.

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image for news DIS "Story of Patience:" Streaming "More Mature" & International Headwinds
Record Earnings Can't Save Disney Stock From $100 Plunge: Here's Why
DIS
Published: February 02, 2026 by: 24/7 Wall Street
Sentiment: Neutral

Walt Disney (NYSE:DIS), the long-standing theme park behemoth that's now a streaming service contender, just released its latest round of quarterly data.

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image for news Record Earnings Can't Save Disney Stock From $100 Plunge: Here's Why
Disney supercharged its parks. The booming division still has room to run
DIS
Published: February 02, 2026 by: CNBC
Sentiment: Positive

The Walt Disney Company's experiences division, which includes its parks, cruise ships, hotels and consumer products, posted record revenue for the fiscal first quarter, topping $10 billion for the first time. For the period ended Dec. 27, experiences represented 38% of Disney's total revenue, yet generated a whopping 71% of its operating income.

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image for news Disney supercharged its parks. The booming division still has room to run
Disney Stock Slides Despite Strong Earnings as Investors Look Ahead to CEO Succession
DIS
Published: February 02, 2026 by: Investopedia
Sentiment: Negative

Disney shares fell sharply Monday morning, despite a better-than-expected quarterly earnings report, as investors assessed reports about the company's CEO succession plans.

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image for news Disney Stock Slides Despite Strong Earnings as Investors Look Ahead to CEO Succession
Disney Q1 Earnings Surpass Estimates, Revenues Increase Y/Y
DIS
Published: February 02, 2026 by: Zacks Investment Research
Sentiment: Positive

DIS beats Q1 earnings estimates as revenues rise 5% Y/Y, with streaming profit up sharply and Experiences driving growth despite lower EPS.

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image for news Disney Q1 Earnings Surpass Estimates, Revenues Increase Y/Y
Six More Weeks of Q4 Earnings Season?
DIS
Published: February 02, 2026 by: Zacks Investment Research
Sentiment: Neutral

We're quiet to start a new trading week, but this is both Jobs Week and the busiest Q4 earnings week thus far.

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image for news Six More Weeks of Q4 Earnings Season?
Disney's latest earnings show why Josh D'Amaro is widely viewed as the CEO frontrunner
DIS
Published: February 02, 2026 by: Business Insider
Sentiment: Positive

Disney experiences chairman Josh D'Amaro is reportedly the frontrunner to be the company's next CEO. Under D'Amaro's leadership, Disney's parks and experiences have been a cash-generating behemoth.

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image for news Disney's latest earnings show why Josh D'Amaro is widely viewed as the CEO frontrunner
Disney earnings top estimates, plus gold and silver volatility and price swings
DIS
Published: February 02, 2026 by: Yahoo Finance
Sentiment: Positive

Morning Brief anchor Julie Hyman breaks down the latest market moves for February 2, 2026. Disney reported better-than-expected fiscal first quarter results.

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image for news Disney earnings top estimates, plus gold and silver volatility and price swings
Disney Stock Sinks Despite Top-Line Beat
DIS
Published: February 02, 2026 by: Schaeffers Research
Sentiment: Negative

Walt Disney Co (NYSE:DIS) shares are down 7.2% to trade at $104.68, despite posting better-than-expected fiscal first quarter results.

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image for news Disney Stock Sinks Despite Top-Line Beat
Here's Why Walt Disney (DIS) is a Strong Momentum Stock
DIS
Published: February 02, 2026 by: Zacks Investment Research
Sentiment: Positive

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

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image for news Here's Why Walt Disney (DIS) is a Strong Momentum Stock
Disney expected to name parks chief Josh D'Amaro as next CEO, replacing longtime boss Bob Iger: sources
DIS
Published: February 02, 2026 by: New York Post
Sentiment: Neutral

"The board has not yet selected the next CEO of the Walt Disney Co. and once that decision is made, we will announce it," a Disney rep said.

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image for news Disney expected to name parks chief Josh D'Amaro as next CEO, replacing longtime boss Bob Iger: sources
The Walt Disney Company (DIS) Q1 2026 Earnings Call Transcript
DIS
Published: February 02, 2026 by: Seeking Alpha
Sentiment: Neutral

The Walt Disney Company (DIS) Q1 2026 Earnings Call Transcript

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image for news The Walt Disney Company (DIS) Q1 2026 Earnings Call Transcript
Earnings Growth & Price Strength Make Walt Disney (DIS) a Stock to Watch
DIS
Published: February 02, 2026 by: Zacks Investment Research
Sentiment: Positive

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Focus List.

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image for news Earnings Growth & Price Strength Make Walt Disney (DIS) a Stock to Watch
Disney shares slide on weak outlook despite Q1 earnings beat
DIS
Published: February 02, 2026 by: Proactive Investors
Sentiment: Negative

Walt Disney Co (NYSE:DIS, XETRA:WDP) shares fell more than 6% on Monday after the company issued weaker-than-expected fiscal second quarter guidance, overshadowing a modest beat for the fiscal first quarter. Disney guided to only modest operating income growth in Experiences, citing international visitation headwinds at domestic parks, pre-launch costs for the Disney Adventure cruise ship, and pre-opening expenses for the World of Frozen attraction at Disneyland Paris.

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image for news Disney shares slide on weak outlook despite Q1 earnings beat
Disney's OpenAI Video Pact Will Not Affect Its Other Programming, CEO Bob Iger Says
DIS
Published: February 02, 2026 by: Deadline
Sentiment: Neutral

Disney CEO Bob Iger said videos created with OpenAI's Sora will soon start to appear on Disney+, but he doesn't see the move affecting the rest of the company's film and TV pipeline.

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image for news Disney's OpenAI Video Pact Will Not Affect Its Other Programming, CEO Bob Iger Says
New Disney CEO Should Quit as Fast as Possible
DIS
Published: February 02, 2026 by: 24/7 Wall Street
Sentiment: Positive

Media reports say Josh D'Amaro, the head of Walt Disney Co.'s (NYSE: DIS) theme park operation, will replace on-again off-again CEO Bob Iger, who has effectively run the company into the ground.

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image for news New Disney CEO Should Quit as Fast as Possible
Bob Iger Avoids Nostalgia During Disney Results Call But Has Some Advice For Successor: “Trying To Preserve The Status Quo Is A Mistake”
DIS
Published: February 02, 2026 by: Deadline
Sentiment: Neutral

The soon-to-depart Bob Iger avoided getting too “nostalgic” during today's Disney Q1 results call but he did have some words of wisdom for his probable successor, who is reported this morning to be parks boss Josh D'Amaro.

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image for news Bob Iger Avoids Nostalgia During Disney Results Call But Has Some Advice For Successor: “Trying To Preserve The Status Quo Is A Mistake”
Options Corner: DIS Earnings
DIS
Published: January 30, 2026 by: Schwab Network
Sentiment: Neutral

Rick Ducat provides a deep-dive into Walt Disney's (DIS) chart ahead of Monday's earnings report. He shows its relative performance compared to industry peers as well as the overall communication sector.

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image for news Options Corner: DIS Earnings
Disney's Franchise Success Continues: Is Revenue Growth More Durable?
DIS
Published: January 28, 2026 by: Zacks Investment Research
Sentiment: Positive

DIS' franchise flywheel is reshaping revenues as films, streaming, products and Experiences work together to deliver more durable growth.

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image for news Disney's Franchise Success Continues: Is Revenue Growth More Durable?

About The Walt Disney Company (DIS)

  • IPO Date 1957-11-12
  • Website https://www.thewaltdisneycompany.com
  • Industry Entertainment
  • CEO Robert A. Iger
  • Employees 177080

The Walt Disney Company, together with its subsidiaries, operates as an entertainment company worldwide. It operates through two segments, Disney Media and Entertainment Distribution; and Disney Parks, Experiences and Products. The company engages in the film and episodic television content production and distribution activities, as well as operates television broadcast networks under the ABC, Disney, ESPN, Freeform, FX, Fox, National Geographic, and Star brands; and studios that produces motion pictures under the Walt Disney Pictures, Twentieth Century Studios, Marvel, Lucasfilm, Pixar, and Searchlight Pictures banners. It also offers direct-to-consumer streaming services through Disney+, Disney+ Hotstar, ESPN+, Hulu, and Star+; sale/licensing of film and television content to third-party television and subscription video-on-demand services; theatrical, home entertainment, and music distribution services; staging and licensing of live entertainment events; and post-production services by Industrial Light & Magic and Skywalker Sound. In addition, the company operates theme parks and resorts, such as Walt Disney World Resort in Florida; Disneyland Resort in California; Disneyland Paris; Hong Kong Disneyland Resort; and Shanghai Disney Resort; Disney Cruise Line, Disney Vacation Club, National Geographic Expeditions, and Adventures by Disney as well as Aulani, a Disney resort and spa in Hawaii; licenses its intellectual property to a third party for the operations of the Tokyo Disney Resort; and provides consumer products, which include licensing of trade names, characters, visual, literary, and other IP for use on merchandise, published materials, and games. Further, it sells branded merchandise through retail, online, and wholesale businesses; and develops and publishes books, comic books, and magazines. The Walt Disney Company was founded in 1923 and is based in Burbank, California.