Walt Disney Dirección
Dirección controles de criterios 2/4
El CEO de Walt Disney es Josh D’Amaro, nombrado en Mar 2026, tiene una permanencia de menos de un año. posee directamente un 0.002% de las acciones de la empresa, con un valor de $3.51M. La antigüedad media del equipo directivo y de la junta directiva es de 2.5 años y 5.1 años, respectivamente.
Información clave
Josh D’Amaro
Chief Executive Officer (CEO)
n/a
Compensación total
| Porcentaje del salario del CEO | n/a |
| Permanencia del CEO | less than a year |
| Participación del CEO | 0.002% |
| Permanencia media de la dirección | 2.5yrs |
| Promedio de permanencia en la Junta Directiva | 5.1yrs |
Actualizaciones recientes de la dirección
Recent updates
Seeking Alpha • Jun 09
Disney: Streaming Success Changes The Game As The One Disney Strategy Takes Shape
Summary Disney is executing a 'One Disney' strategy, integrating segments to drive synergistic profit and brand engagement. Q2 2026 results were strong: $25.17B revenue (+6.55% YoY) and $1.57 EPS, both beating expectations. Streaming achieved $582M in operating income in Q2, up 88% YoY, with Disney+ engagement and personalization initiatives highlighted. Intellectual property, exemplified by The Simpsons and Zootopia, is fueling cross-segment success and subscriber growth. Read the full article on Seeking Alpha
Actualización de narrativa • Jun 02
DIS: Streaming Profitability And Parks Execution Under New Leadership Will Drive Repricing
Analysts have adjusted the Walt Disney fair value estimate slightly higher to about $129, with modest tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions guiding the updated price target. Analyst Commentary Recent Street research around Walt Disney has centered on fine tuning price targets rather than sweeping changes in views, with several banks adjusting their fair value assumptions by relatively small increments.Actualización de narrativa • May 02
DIS: New Leadership And ESPN Retention Will Support Future Earnings Repricing
Analysts now see Walt Disney's fair value edging to $128.25 per share, a modest trim of about $0.17, as they refresh assumptions around the discount rate, revenue growth, profit margin, and future P/E following a series of recent price target reductions and one upgrade on the stock. Analyst Commentary Recent research on Walt Disney clusters around valuation reset rather than a wholesale change in the story.Actualización de narrativa • Apr 16
DIS: IP Strength And New Leadership Will Support Future Earnings Repricing
Analysts have reduced their average price target on Walt Disney by $0.80 to reflect more cautious assumptions on long term P/E, revenue growth, and profit margins, following a series of recent target reductions from several firms alongside one upgrade. Analyst Commentary Recent research on Walt Disney shows a mix of optimism and caution, with several firms trimming price targets and one firm upgrading the stock.Actualización de narrativa • Apr 01
DIS: IP Strength And New Leadership Will Drive Future Repricing Potential
Analysts have trimmed the Walt Disney analyst price target slightly, reflecting modest adjustments to fair value, discount rate, revenue growth and profit margin assumptions after a series of recent target cuts from Deutsche Bank, Wells Fargo, Guggenheim, Rosenblatt, BofA and Citi, partly offset by a new $130 target from Phillip Securities and a fresh upgrade at Raymond James. Analyst Commentary Recent research on Walt Disney shows a mix of optimism around the company’s assets and execution, alongside caution on valuation and near term fundamentals.
Actualización de narrativa • Mar 31
End of OpenAI deal not a massive loss
In my last narrative, I pointed to the deal Disney struck with OpenAI as an example of its leadership in merging the entertainment and AI worlds. This deal has now ended.Actualización de narrativa • Mar 18
DIS: IP Strength And New Leadership Will Support Future Share Repricing
Narrative Update on Walt Disney The updated analyst price target for Walt Disney edges slightly lower to about $130. This reflects small adjustments to fair value and discount rate as analysts factor in recent target cuts from firms that still cite solid execution and the strength of the company’s intellectual property and multi platform engagement.Actualización de narrativa • Mar 04
DIS: IP Strength And Leadership Transition Will Shape Future Share Repricing
Our Walt Disney narrative remains anchored to a fair value of $130.57. The updated inputs reflect a modestly higher discount rate and slightly firmer revenue growth, profit margin, and future P/E assumptions that line up with recent analyst price target revisions and their focus on the company’s intellectual property strength and early fiscal year performance.Nueva narrativa • Feb 25
The happiest company on Earth, also perennially misunderstood.
When I first purchased shares in Disney, back in 2016, the narrative was all focused-on cord-cutting at ESPN. Since that time, it has shifted frequently.Actualización de narrativa • Feb 18
DIS: IP Monetization And Upcoming Leadership Transition Will Drive Future Share Repricing
Analysts have made a modest upward adjustment to their Walt Disney fair value estimate, with the price target moving by about $0.12. They are factoring in slightly higher expected revenue growth, a marginally lower discount rate, and a somewhat higher future P/E assumption, despite a small trim to projected profit margins, supported by recent research that highlights solid early fiscal-year results and the company's ability to monetize its intellectual property across platforms.Artículo de análisis • Feb 11
Additional Considerations Required While Assessing Walt Disney's (NYSE:DIS) Strong Earnings
The Walt Disney Company ( NYSE:DIS ) announced strong profits, but the stock was stagnant. We did some digging, and we...Actualización de narrativa • Feb 04
DIS: Streaming Strength And Succession Plan Will Drive Future Share Repricing
Analysts have lowered their Walt Disney fair value estimate from about $133 to roughly $130 per share, reflecting a modest increase in assumed risk, a reduced future P/E multiple, and updated views on revenue growth and profitability following recent price target cuts and new coverage on the stock. Analyst Commentary Street research on Walt Disney over the past several months reflects a mix of optimism and caution, with several firms trimming price targets while still highlighting key strengths in the business.Artículo de análisis • Jan 31
Walt Disney (NYSE:DIS) Has Announced A Dividend Of $0.75
The board of The Walt Disney Company ( NYSE:DIS ) has announced that it will pay a dividend of $0.75 per share on the...
Actualización de narrativa • Jan 23
ESPN' streaming transition and monetisation are starting to prove out
A few things have moved in a positive direction for Disney’s sports business recently. Headline line: Disney is strengthening ESPN’s position from a few different angles -protecting distribution, keeping the live sports engine strong, and continuing the shift toward a bigger streaming-led future.Artículo de análisis • Jan 17
Walt Disney (NYSE:DIS) Is Due To Pay A Dividend Of $0.75
The board of The Walt Disney Company ( NYSE:DIS ) has announced that it will pay a dividend of $0.75 per share on the...Nueva narrativa • Sep 19
ESPN’s NFL Power Play: How Disney’s Sports Engine Could Drive the Next Leg of Stock Growth
Key Takeaways Disney is entering a new growth phase with streaming finally reaching profitability and the Experiences division expanding rapidly. ESPN is emerging as a pivotal growth engine, with its partnership potential—especially with the NFL—set to redefine sports streaming.Actualización de narrativa • Sep 15
Global Cruises And Digital Integration Will Expand Market Presence
Walt Disney’s consensus revenue growth forecast has increased while its future P/E multiple has decreased, indicating improved growth prospects and a more attractive valuation, resulting in a marginal increase in fair value to $133.22. What's in the News Disney has filed a lawsuit against Dish Network over Sling TV's 24-hour subscription packages, alleging a breach of programming distribution agreements and seeking removal of Disney networks from those packages (Variety).Artículo de análisis • Sep 13
Subdued Growth No Barrier To The Walt Disney Company's (NYSE:DIS) Price
There wouldn't be many who think The Walt Disney Company's ( NYSE:DIS ) price-to-earnings (or "P/E") ratio of 18x is...Artículo de análisis • Jul 20
Estimating The Fair Value Of The Walt Disney Company (NYSE:DIS)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Walt Disney fair value estimate is US$103 Walt Disney's US$121...Artículo de análisis • Jul 08
Is Now An Opportune Moment To Examine The Walt Disney Company (NYSE:DIS)?
Let's talk about the popular The Walt Disney Company ( NYSE:DIS ). The company's shares led the NYSE gainers with a...Seeking Alpha • Apr 21
Disney: Opportunity Knocks - Upgrade To Buy
Summary The investment case for Disney had been substantially de-risked thanks to excellent progress in Direct-to-Consumer. I remain concerned about the level of Experiences capital expenditure, but this downside risk is now acceptable when balanced against multiple medium-term earnings growth prospects. Opportunities to buy a high-quality business at a cheap multiple do not come along often, and I therefore upgrade Disney to Buy. Read the full article on Seeking AlphaSeeking Alpha • Mar 30
Disney Stock: Growth Or Just Retreading IP?
Summary Disney stock has fluctuated between high $80s and low $100s post-COVID, far from its March 2021 peak of $196.76. Disney has made progress in simplifying its corporate structure and focusing on streaming and Experiences, but faces challenges with linear TV and ESPN. Management, particularly Iger, has yet to clarify the future of linear TV and ESPN, raising concerns about leadership stability. Speculation surrounds Iger's potential departure, with no clear signals or industry gossip suggesting a definitive exit plan. Read the full article on Seeking AlphaSeeking Alpha • Mar 21
Disney Charts Mission To Correct Course, But Must Navigate New Obstacles In The Short Term
Summary Disney is navigating leadership succession and strategic direction amid a rapidly changing entertainment landscape, with Bob Iger set to step down next year. The company's DEI-focused initiatives have faced backlash, impacting its brand and financial performance, exemplified by the underwhelming box office of The Little Mermaid. The upcoming live-action Snow White faces controversy and uncertainty, reflecting broader challenges Disney must address to stabilize its future direction. Disney's 2026 slate looks more promising with proven franchises, but it needs a hit with Snow White to bridge the gap until then. Read the full article on Seeking AlphaSeeking Alpha • Mar 12
Disney: Surging DTC Profitability
Summary Disney's strong Q1'25 results highlight significant growth in its streaming segment, with operating income surging 31% year-over-year due to subscriber monetization. Despite a 1% subscriber decline in Disney+, the streaming company saw net subscription growth of 0.9M due to Hulu. Disney is seeing improving subscriber monetization and long term trends in revenue, operating income and EBITDA point upwards. Disney trades at a compelling valuation, with a forward P/E ratio of 16.8X, making it ~20% cheaper than its 3-year average and more attractive than competitors. Risks include potential slowdown in Disney+ subscriber growth, but overall, Disney remains a buy due to its strong fundamentals and undervaluation. Read the full article on Seeking AlphaSeeking Alpha • Feb 22
Happy Ending In H2 - Upgrading Disney To Buy
Summary Disney reported Q1 2025 results and got a pretty mixed market reaction, with lower-than-expected Experiences revenue and a modest decline in Disney+ subscribers. I think the Disney+ subscriber decline will be an issue in the first half of the year but not the second, and the Experience headwinds will be temporary, too. The paid sharing program should drive gains in the second half of the year, and I'm eyeing a recovery in Disney+ numbers for FY25. I think Disney is set up for much more upside because it's delivering where it matters: profitable growth. I hereon share my sentiment on Disney and why I think it's positioned to outperform in the second half of FY25. Read the full article on Seeking AlphaSeeking Alpha • Feb 15
Disney: 2025 Deep-Dive Reveals A Wonderful Business And A Real Undervaluation
Summary Disney's has a wide economic moat that is reinforced by its powerful IPs, popular theme parks, and strategic DTC streaming initiatives. Disney's Q1 2025 earnings showed solid revenue growth and an excellent increase in operating profits. Improved financials highlight Disney's robust operational performance, despite lingering challenges from the Fox acquisition and DTC transition. Risks include market cyclicality, competitive pressures, and execution risks, but the long-term outlook appears positive at present. Shares appear 26% undervalued: rating upgrade to Buy. Read the full article on Seeking AlphaSeeking Alpha • Feb 05
Disney Q1 Earnings: What To Make Of These Double Beat Results
Summary Disney reported a double beat with better-than-expected Q1 results, despite a decline in Disney+ subscriptions. The entertainment unit showed the strongest revenue growth at 9%, while the experiences and sports units grew by 3% and 0%, respectively. Walt Disney's focus on profitability and price increases for Disney+ led to a 95% surge in operating profit for the entertainment unit. Trading at 21x earnings, DIS stock is fairly valued; it's a "Hold" with solid but not outstanding growth prospects. Read the full article on Seeking AlphaSeeking Alpha • Jan 28
Disney Still Has Upside Potential Ahead Of Earnings
Summary Disney shares have gained 20% since my last call, but there's still upside potential with Q1 earnings and profitability improvements on the horizon. Key drivers include strong operating income, cost efficiency, and a move to profitability in combined streaming, with Disney+ Core subscriber trends being crucial. The Fubo and Hulu + Live TV combination adds 1.6 million paid subscribers but removes litigation issues for a game-changing sports streaming service. Valuation metrics indicate Disney remains undervalued compared to its five-year average, suggesting further share price improvement is warranted. Read the full article on Seeking AlphaSeeking Alpha • Jan 14
Mickey's Moment Is Here: Upgrading Disney To Buy For 2 Reasons
Summary Disney is back on our list of favorite streaming names; we think this is the new growth stock in entertainment for 2025. The price hikes should boost the company's average revenue per user, while the Fubo deal should help expand Disney's streaming visibility and reel in a wider audience. Disney's valuation is attractive compared to rivals, with a forward PE of 20.04x versus Netflix's 36.89x. We think the stock is undervalued at current levels. We expect profitable growth to stick for Disney in 1HFY25. Read the full article on Seeking AlphaSeeking Alpha • Jan 06
Disney And FuboTV Tie The Knot: This Changes Everything
Summary fuboTV Inc. shares surged 225% after announcing a merger with Hulu + Live TV, settling litigation and receiving a significant cash injection from The Walt Disney Company. The merger boosts fuboTV's scale, increasing subscribers to 6.2 million and annual revenue to $6 billion, reducing competition risks. Despite the positive outlook, fuboTV shares are not cheap, trading at a forward EV to EBITDA multiple of 14.6, comparable to Netflix. Disney's valuation of Hulu + Live TV seems low, but the deal benefits its Venu sports venture and offloads a non-core business segment. Read the full article on Seeking AlphaSeeking Alpha • Dec 06
Disney Stock: Moana 2 Sells Out Theaters And A Nice Dividend Boost For Christmas
Summary Disney's recent film successes and Disney+ streaming growth have improved its financial outlook, making it a fair buy at current valuations. The company's valuation metrics, including price-to-book and price-to-sales ratios, remain reasonable compared to the market, supporting its intrinsic value. DIS's balance sheet shows improvement with reduced debt and increased dividends, positioning it as a dividend-growth stock. Despite a 29% price rise since my last article, Disney's growth in EBITDA and book value suggests potential for future outperformance, making it a worthwhile investment. Read the full article on Seeking AlphaCEO
Josh D’Amaro (54 yo)
less than a year
Permanencia
Mr. Josh D’Amaro is Chief Executive Officer and Director of The Walt Disney Company since March 18, 2026. He served as Chairman of Disney Experiences at The Walt Disney Company since May 2020 until March 1...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Senior Executive VP & CFO | 2.5yrs | US$20.17m | 0.0012% $ 2.0m | |
| Senior EVP and Chief Legal & Global Affairs Officer | 4.3yrs | US$16.29m | 0.0034% $ 5.8m | |
| Senior EVP & Chief People Officer | 3.2yrs | US$7.37m | 0.000060% $ 104.2k | |
| Senior Advisor & Director | less than a year | US$45.84m | 0.015% $ 25.4m | |
| CEO & Director | less than a year | sin datos | 0.0020% $ 3.5m | |
| President & Chief Creative Officer | less than a year | sin datos | 0.0042% $ 7.2m | |
| Senior Executive VP & Chief Communications Officer | less than a year | sin datos | 0% $ 0 | |
| Chief Marketing & Brand Officer | less than a year | sin datos | sin datos | |
| Senior VP & Chief Security Officer | 5.9yrs | sin datos | sin datos | |
| President of Disney Signature Experiences | 19.8yrs | sin datos | sin datos | |
| Executive Vice President of Controllership | no data | sin datos | 0.0033% $ 5.7m | |
| Executive Vice President of Disney Consumer Products Commercialization for the Asia Pacific region | 7.6yrs | sin datos | sin datos |
2.5yrs
Permanencia media
61.5yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de DIS se considera experimentado (2.5 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Senior Advisor & Director | 3.6yrs | US$45.84m | 0.015% $ 25.4m | |
| CEO & Director | less than a year | sin datos | 0.0020% $ 3.5m | |
| Independent Director | 10.5yrs | US$401.10k | 0.00016% $ 278.0k | |
| Independent Director | 7.8yrs | US$426.56k | 0.0010% $ 1.8m | |
| Independent Chairman of the Board | 2.3yrs | US$500.24k | 0.0022% $ 3.8m | |
| Independent Director | 7.3yrs | US$438.58k | 0% $ 0 | |
| Independent Director | 2.4yrs | US$365.65k | 0.00049% $ 851.2k | |
| Chairman of FX Networks & FX Productions | 8.4yrs | sin datos | sin datos | |
| Independent Director | 3.6yrs | US$416.91k | 0.00010% $ 173.7k | |
| Independent Director | 8.8yrs | US$378.99k | 0.000010% $ 17.4k | |
| Independent Director | 5.1yrs | US$365.65k | 0.00099% $ 1.7m | |
| Independent Director | 5.1yrs | US$372.33k | 0.00026% $ 451.7k |
5.1yrs
Permanencia media
62yo
Promedio de edad
Junta con experiencia: La junta directiva de DIS se considera experimentada (5.1 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/15 20:16 |
| Precio de las acciones al final del día | 2026/06/15 00:00 |
| Beneficios | 2026/03/28 |
| Ingresos anuales | 2025/09/27 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
The Walt Disney Company está cubierta por 67 analistas. 27 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| David Heasman | Accountability Research Corporation |
| Hannah Kleiven | Arete Research Services LLP |
| Andrew Charles Beale | Arete Research Services LLP |