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

The Walt Disney Company (DIS) Is a Trending Stock: Facts to Know Before Betting on It
DIS
Published: November 17, 2025 by: Zacks Investment Research
Sentiment: Positive

Disney (DIS) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

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image for news The Walt Disney Company (DIS) Is a Trending Stock: Facts to Know Before Betting on It
Disney Stock Is Dropping. More Downside Risk?
DIS
Published: November 14, 2025 by: Forbes
Sentiment: Negative

Walt Disney (DIS) stock has declined 7.7% in just one day. The recent downturn comes after the media behemoth posted mixed Q4 FY'25 earnings, with larger-than-expected declines in its linear TV business - which remains key to overall revenues and profits, despite the surge in the streaming business.

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image for news Disney Stock Is Dropping. More Downside Risk?
Disney Is America's Worst Entertainment Company
DIS
Published: November 14, 2025 by: 24/7 Wall Street
Sentiment: Negative

Maybe Warner Bros. Discovery Inc. (NASDAQ: WBD) was America's worst-run entertainment company.

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image for news Disney Is America's Worst Entertainment Company
Disney: The Market Is Finally Waking Up To The Danger Of The YouTube TV Blackout
DIS
Published: November 14, 2025 by: Seeking Alpha
Sentiment: Negative

The Walt Disney Company stock fell nearly 10% after its FY2025 report, driven by concerns over the ongoing YouTube TV blackout dispute. The earnings report itself was solid, with steady free cash flow and improved net income, but transparency around ESPN's performance has decreased. The blackout with YouTube TV poses a significant risk, potentially costing DIS up to $3.5 billion in annual revenue if unresolved.

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image for news Disney: The Market Is Finally Waking Up To The Danger Of The YouTube TV Blackout
Disney's retained earnings outlook is encouraging, says Rosenblatt's Barton Crockett
DIS
Published: November 13, 2025 by: CNBC Television
Sentiment: Positive

CNBC's Julia Boorstin and Barton Crockett, Rosenblatt Securities senior analyst, joins 'The Exchange' to discuss Disney's quarterly earnings results, what investors are looking for from Disney and much more.

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image for news Disney's retained earnings outlook is encouraging, says Rosenblatt's Barton Crockett
The Walt Disney Company (DIS) Q4 2025 Earnings Call Transcript
DIS
Published: November 13, 2025 by: Seeking Alpha
Sentiment: Neutral

The Walt Disney Company ( DIS ) Q4 2025 Earnings Call November 13, 2025 8:30 AM EST Company Participants Carlos Gomez - EVP, Treasurer & Head of Investor Relations Robert Iger - CEO & Director Hugh Johnston - Senior Executive VP & CFO Conference Call Participants Benjamin Swinburne - Morgan Stanley, Research Division Steven Cahall - Wells Fargo Securities, LLC, Research Division Robert Fishman - MoffettNathanson LLC Jessica Reif Cohen - BofA Securities, Research Division Michael Morris - Guggenheim Securities, LLC, Research Division Kannan Venkateshwar - Barclays Bank PLC, Research Division John Hodulik - UBS Investment Bank, Research Division Kutgun …

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image for news The Walt Disney Company (DIS) Q4 2025 Earnings Call Transcript
Suh: DIS Streaming Momentum Strong, Live TV & IPs Offer Wide Growth Runway
DIS
Published: November 13, 2025 by: Schwab Network
Sentiment: Positive

Walt Disney (DIS) sold off to six-month lows following its earnings, but Kenneth Suh sees strong momentum when it comes to its streaming platform. He sees Disney emphasizing live TV as the main catalyst, though he points to the company's treasure chest of IPs adding to avenues of profitability.

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image for news Suh: DIS Streaming Momentum Strong, Live TV & IPs Offer Wide Growth Runway
Top Stock Movers Now: Cisco Systems, Walt Disney, Sealed Air, and More
CSCO, DIS, SEE
Published: November 13, 2025 by: Investopedia
Sentiment: Negative

Major U.S. equities indexes fell Thursday, a day after President Donald Trump signed a funding bill to end the longest federal shutdown in U.S. history. Technology shares dragged the Nasdaq down nearly 2%, while the S&P 500 and Dow Jones Industrial Average were also lower.

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image for news Top Stock Movers Now: Cisco Systems, Walt Disney, Sealed Air, and More
Sports Rights Will Cause $1B Bump In Disney Content Spending Next Year
DIS
Published: November 13, 2025 by: Deadline
Sentiment: Neutral

Disney will be increasing its overall content spending by $1 billion to $24 billion in fiscal 2026, largely due to growth in the cost of rights for marquee sports like the NBA. The company disclosed the projection during its fiscal fourth-quarter earnings release.

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image for news Sports Rights Will Cause $1B Bump In Disney Content Spending Next Year
Inflation Numbers Not Released at Announced Slot
DIS
Published: November 13, 2025 by: Zacks Investment Research
Sentiment: Neutral

Inflation Numbers Not Released at Announced Slot.

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image for news Inflation Numbers Not Released at Announced Slot
Disney shares plunge 9% as ABC's ‘World News Tonight' ratings tank amid YouTube TV dispute
DIS
Published: November 13, 2025 by: New York Post
Sentiment: Negative

The Walt Disney Co. said it is digging in for a lengthy standoff with Google-owned YouTube TV over carriage fees — stoking investor fears over the Mouse House's struggling TV business and sending its stock plunging more than 9%.

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image for news Disney shares plunge 9% as ABC's ‘World News Tonight' ratings tank amid YouTube TV dispute
Guggenheim's Michael Morris: Here's what to make of Disney's latest quarter
DIS
Published: November 13, 2025 by: CNBC Television
Sentiment: Neutral

Michael Morris, Guggenheim Securities entertainment and media analyst, joins CNBC's 'Squawk on the Street' to discuss his reaction to Disney's latest quarter, expectations for the business, and much more.

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image for news Guggenheim's Michael Morris: Here's what to make of Disney's latest quarter
Disney-YouTube TV Contract Dispute Drags On Despite CEO's Wish for a 'Timely' Resolution
DIS, GOOG, GOOGL
Published: November 13, 2025 by: CNET
Sentiment: Negative

YouTube TV's customers have been unable to watch ABC, ESPN and other Disney channels for two weeks. Could a resolution come this week?

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image for news Disney-YouTube TV Contract Dispute Drags On Despite CEO's Wish for a 'Timely' Resolution
Disney didn't mention 'diversity' in its annual report for the first time since 2019
DIS
Published: November 13, 2025 by: Business Insider
Sentiment: Neutral

Disney didn't mention "diversity" in its annual report for the first time since 2019. The company revamped its DEI initiatives earlier this year, amid Trump's second term.

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image for news Disney didn't mention 'diversity' in its annual report for the first time since 2019
Disney Isn't Thinking In Basis Points Anymore — It Wants Margins In 'Chunks'
DIS
Published: November 13, 2025 by: Benzinga
Sentiment: Positive

Walt Disney Co (NYSE: DIS) CEO Bob Iger spent most of the third quarter earnings call on Thursday walking analysts through Disney's streaming, sports and studio momentum — but the line that stopped the room cold came from CFO Hugh Johnston, who told Wall Street the company isn't chasing incremental efficiencies anymore. "We're looking to gain margin in chunks, not in basis points," he said.

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image for news Disney Isn't Thinking In Basis Points Anymore — It Wants Margins In 'Chunks'
Disney shares slide on revenue miss, earnings top estimates
DIS
Published: November 13, 2025 by: Proactive Investors
Sentiment: Negative

Walt Disney Co (NYSE:DIS, ETR:WDP) shares fell almost 9% after the entertainment giant posted mixed financial results for the fiscal fourth quarter. Disney reported revenue of approximately $22.46 billion, below analyst expectations of $22.75 billion.

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image for news Disney shares slide on revenue miss, earnings top estimates
Disney CFO Says Streaming Business Is Expected to Grow by Double Digits
DIS
Published: November 13, 2025 by: Bloomberg Markets and Finance
Sentiment: Positive

Disney says sales fell short of Wall Street expectations in the fourth quarter but earnings beat estimates. CFO Hugh Johnston says the company is investing heavily in streaming, films and TV.

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image for news Disney CFO Says Streaming Business Is Expected to Grow by Double Digits
Disney (DIS) Reports Q4 Earnings: What Key Metrics Have to Say
DIS
Published: November 13, 2025 by: Zacks Investment Research
Sentiment: Positive

Although the revenue and EPS for Disney (DIS) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

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image for news Disney (DIS) Reports Q4 Earnings: What Key Metrics Have to Say
Here's why Disney stock is crashing today
DIS
Published: November 13, 2025 by: Finbold
Sentiment: Negative

Walt Disney (NYSE: DIS) shares are down 8% on Thursday, November 13, following mixed fourth-quarter results.

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image for news Here's why Disney stock is crashing today
Disney Sees Potential in AI for Disney Plus Games and Short-Form Content
DIS
Published: November 13, 2025 by: CNET
Sentiment: Positive

Disney has commenced the process for fully integrating Hulu into the Disney Plus streaming app, and while that's underway, CEO Bob Iger sees potential in artificial intelligence use on the platform. During the Walt Disney Company's fourth-quarter earnings call on Thursday, he discussed how the unified app can serve as a "portal" for all of Disney's offerings by leveraging AI technology.

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image for news Disney Sees Potential in AI for Disney Plus Games and Short-Form Content
CFO Says Disney Has No M&A Plans, Pokes Rivals For Splitting Assets — “What You Do When You Don't Have A Great Business”
DIS
Published: November 13, 2025 by: Deadline
Sentiment: Positive

Disney chief financial officer Hugh Johnson said the company will be sitting out this round of industry M&A. On a conference call with analysts and an interview with CNBC Thursday morning, the executive said CEO Bob Iger spent decades building up the business, which is set with what it has.

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image for news CFO Says Disney Has No M&A Plans, Pokes Rivals For Splitting Assets — “What You Do When You Don't Have A Great Business”
ESPN Streaming Step-Up Going “Extremely Well,” With 80% Of Subscribers Also Taking Disney+ & Hulu, Bob Iger Says
DIS
Published: November 13, 2025 by: Deadline
Sentiment: Positive

ESPN's launch last August of a beefed-up direct-to-consumer streaming service has been “a real success for a number of reasons,” Disney CEO Bob Iger told Wall Street analysts Thursday.

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image for news ESPN Streaming Step-Up Going “Extremely Well,” With 80% Of Subscribers Also Taking Disney+ & Hulu, Bob Iger Says
Disney+ Exploring “Game-like Features” On Streaming Service
DIS
Published: November 13, 2025 by: Deadline
Sentiment: Positive

Disney+ subcribers could be getting to grips with “game-like features” in the not too distant future, and it has artificial intelligence (AI) to thank, according to Bob Iger.

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image for news Disney+ Exploring “Game-like Features” On Streaming Service
5 Things to Know Before the Stock Market Opens
CSCO, DIS, SEE
Published: November 13, 2025 by: Investopedia
Sentiment: Negative

Stock futures are slightly lower after the Dow Jones Industrial Average closed above 48,000 for the first time; President Donald Trump signed funding legislation to reopen the government through January, ending the 43-day shutdown; Walt Disney (DIS) shares are lower after the entertainment giant posted weaker-than-expected quarterly revenue; Cisco (CSCO) shares are soaring after the networking company's results topped Wall Street estimates; and Sealed Air (SEE) shares are moving higher on a report the packaging firm could be taken private. Here's what you need to know today.

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image for news 5 Things to Know Before the Stock Market Opens
Walt Disney Stock Eyes Steep Drop on Revenue Whiff
DIS
Published: November 13, 2025 by: Schaeffers Research
Sentiment: Negative

The shares of Walt Disney Co (NYSE:DIS) are down 5.7% before the open.

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image for news Walt Disney Stock Eyes Steep Drop on Revenue Whiff
Disney (DIS) Climbs in Pre-Market After Mixed Q4 Results
DIS
Published: November 13, 2025 by: 24/7 Wall Street
Sentiment: Positive

Disney (NYSE: DIS) beat earnings expectations this morning but missed on revenue, a split result that underscores the tension between the company's recovery momentum and its struggle to grow the top line.

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image for news Disney (DIS) Climbs in Pre-Market After Mixed Q4 Results
There Are Non-AI Stocks Worth Buying. Start With This List.
AMGN, CHD, DG, DIS, VIK
Published: November 12, 2025 by: Barrons
Sentiment: Positive

Bank of America came up with 16 names that investors should consider buying. Renaissance Macro threw out a couple of sector ideas, too.

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image for news There Are Non-AI Stocks Worth Buying. Start With This List.
Streaming Prices Are Soaring—and Consumers Are Still Paying
AAPL, DIS, NFLX, PSKY
Published: November 12, 2025 by: WSJ
Sentiment: Positive

The menu of options for how to watch shows and movies without cable continues to grow—as do their price tags. But viewers have generally been sticking with their subscriptions.

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image for news Streaming Prices Are Soaring—and Consumers Are Still Paying
Disney's fight with YouTube TV is tied for its longest blackout ever — and faces a big test on Thursday
DIS, GOOG, GOOGL
Published: November 12, 2025 by: Business Insider
Sentiment: Negative

Disney's fight with YouTube TV is on day 13, matching its longest carriage dispute in history. Standoffs between media companies and TV providers typically don't last long.

Read More
image for news Disney's fight with YouTube TV is tied for its longest blackout ever — and faces a big test on Thursday
Disney extends CFO Johnston's employment contract
DIS
Published: November 12, 2025 by: Reuters
Sentiment: Positive

Walt Disney has extended the employment contract of CFO Hugh Johnston by about two years as the media company undertakes a sweeping overhaul of its operations, with a renewed focus on its streaming business.

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image for news Disney extends CFO Johnston's employment contract

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.