Walt Disney Gestione
Criteri Gestione verificati 1/4
Walt Disney Il CEO è Josh D’Amaro, nominato in Mar2026, ha un mandato di meno di un anno. possiede direttamente 0.002% delle azioni della società, per un valore di $ 3.73M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 0.7 anni e 5.3 anni.
Informazioni chiave
Josh D’Amaro
Amministratore delegato
n/a
Compenso totale
| Percentuale dello stipendio del CEO | n/a |
| Mandato del CEO | less than a year |
| Proprietà del CEO | 0.002% |
| Durata media del management | less than a year |
| Durata media del Consiglio di amministrazione | 5.3yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Seeking Alpha • Sep 08
Disney: Fairly Valued, Market-Like Returns
Summary Disney’s revenue grew 7% year over year, with all major operating segments contributing to the increase. I think that above-market profit margins and substantial share buybacks could support Disney’s future earnings growth. Despite a 43% decline over five years, the stock still trades at a premium to sector peers. So, I believe the 'magic' is already priced in. High debt, elevated interest rates, growing competition, and legal uncertainty support my Hold rating here. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jul 30
DIS: Experiences And Streaming Monetization Will Drive Future Repricing Under Execution Focus
Analysts have trimmed their average price targets on Walt Disney by a few dollars, generally citing updated models that reflect slightly lower fair value estimates and P/E assumptions, along with mixed views on parks, film and streaming profitability. Analyst Commentary Recent research on Walt Disney highlights a mixed but engaged Wall Street view, with both bullish and bearish analysts adjusting price targets and focusing closely on execution in parks, streaming, film, and ESPN.Aggiornamento narrativa • Jun 18
DIS: Streaming Profitability And Parks Expansion Under New Leadership Will Drive Repricing
The analyst price target for Walt Disney has been revised slightly higher to align with a new fair value estimate of about $130. Analysts are factoring in a modestly lower discount rate and steady assumptions for revenue growth, profit margins, and future P/E, supported by recent research citing a more profitable film slate and a resilient Parks division.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.
Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Nuova 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.Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Articolo di analisi • 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...
Aggiornamento 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.Articolo di analisi • 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...Nuova 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.Aggiornamento 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).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 AlphaAMMINISTRATORE DELEGATO
Josh D’Amaro (54 yo)
less than a year
Mandato
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Senior Executive VP & CFO | 2.8yrs | US$20.17m | 0.0012% $ 2.2m | |
| Senior EVP and Chief Legal & Global Affairs Officer | 4.6yrs | US$16.29m | 0.0034% $ 6.2m | |
| Senior EVP & Chief People Officer | 3.4yrs | US$7.37m | 0.00028% $ 515.1k | |
| Senior Advisor & Director | less than a year | US$45.84m | 0.015% $ 27.0m | |
| CEO & Director | less than a year | Nessun dato | 0.0020% $ 3.7m | |
| President & Chief Creative Officer | less than a year | Nessun dato | 0.0042% $ 7.7m | |
| Head of Marketing Technology & Operations | no data | Nessun dato | Nessun dato | |
| Senior Executive VP & Chief Communications Officer | less than a year | Nessun dato | 0% $ 0 | |
| Chief Marketing & Brand Officer | less than a year | Nessun dato | Nessun dato | |
| Senior VP & Chief Security Officer | 6.2yrs | Nessun dato | Nessun dato | |
| President of Walt Disney World Resort | 20.1yrs | Nessun dato | Nessun dato | |
| Executive Vice President of Controllership | no data | Nessun dato | 0.0036% $ 6.7m |
0.7yrs
Durata media
61.5yo
Età media
Gestione esperta: Il team dirigenziale di DIS non è considerato esperto (durata media 0.7 anni), il che suggerisce un nuovo team.
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Senior Advisor & Director | 3.8yrs | US$45.84m | 0.015% $ 27.0m | |
| CEO & Director | less than a year | Nessun dato | 0.0020% $ 3.7m | |
| Independent Director | 10.8yrs | US$401.10k | 0.00016% $ 294.4k | |
| Independent Director | 8yrs | US$426.56k | 0.0010% $ 1.9m | |
| Independent Chairman of the Board | 2.6yrs | US$500.24k | 0.0022% $ 4.0m | |
| Independent Director | 7.5yrs | US$438.58k | 0% $ 0 | |
| Independent Director | 2.7yrs | US$365.65k | 0.00054% $ 993.5k | |
| Chairman of FX Networks & FX Productions | 8.7yrs | Nessun dato | Nessun dato | |
| Independent Director | 3.8yrs | US$416.91k | 0.00010% $ 184.0k | |
| Independent Director | 9.1yrs | US$378.99k | 0.000010% $ 18.4k | |
| Independent Director | 5.3yrs | US$365.65k | 0.00099% $ 1.8m | |
| Independent Director | 5.3yrs | US$372.33k | 0.00026% $ 478.3k |
5.3yrs
Durata media
62yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di DIS sono considerati esperti (durata media dell'incarico 5.3 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/14 03:11 |
| Prezzo dell'azione a fine giornata | 2026/09/14 00:00 |
| Utili | 2026/06/27 |
| Utili annuali | 2025/09/27 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
The Walt Disney Company è coperta da 67 analisti. 30 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| David Heasman | Accountability Research Corporation |
| Hannah Kleiven | Arete Research Services LLP |
| Andrew Charles Beale | Arete Research Services LLP |