Walt Disney Gestione
Criteri Gestione verificati 2/4
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 $ 3.55M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.3 anni e 4.9 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 | 2.4yrs |
| Durata media del Consiglio di amministrazione | 5yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Disney: Take A 'Wait & See' Approach Ahead Of Earnings
Apr 30
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.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.
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.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.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.
The Walt Disney Company (DIS): The Turnaround Flywheel – Scaling Streaming and Experiences in 2026
The Walt Disney Company (DIS) enters March 2026 as a premier case study in corporate restructuring, currently trading at $106.05 as of the February 27 close. The company has successfully pivoted from a "growth-at-all-costs" streaming model to a focus on sustainable profitability, led by the recent appointment of Josh D'Amaro as the new CEO following Bob Iger's finalized succession plan in February.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.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.Additional Considerations Required While Assessing Walt Disney's (NYSE:DIS) Strong Earnings
Feb 11
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.Walt Disney (NYSE:DIS) Has Announced A Dividend Of $0.75
Jan 31
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.Walt Disney (NYSE:DIS) Is Due To Pay A Dividend Of $0.75
Jan 17ESPN’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.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).Subdued Growth No Barrier To The Walt Disney Company's (NYSE:DIS) Price
Sep 13Estimating The Fair Value Of The Walt Disney Company (NYSE:DIS)
Jul 20
Is Now An Opportune Moment To Examine The Walt Disney Company (NYSE:DIS)?
Jul 08Here's Why Walt Disney (NYSE:DIS) Has Caught The Eye Of Investors
May 21Disney: Opportunity Knocks - Upgrade To Buy
Apr 21Disney Stock: Growth Or Just Retreading IP?
Mar 30Disney Charts Mission To Correct Course, But Must Navigate New Obstacles In The Short Term
Mar 21Disney: Surging DTC Profitability
Mar 12Happy Ending In H2 - Upgrading Disney To Buy
Feb 22Disney: 2025 Deep-Dive Reveals A Wonderful Business And A Real Undervaluation
Feb 15Disney Q1 Earnings: What To Make Of These Double Beat Results
Feb 05Disney Still Has Upside Potential Ahead Of Earnings
Jan 28Mickey's Moment Is Here: Upgrading Disney To Buy For 2 Reasons
Jan 14Disney And FuboTV Tie The Knot: This Changes Everything
Jan 06Disney Stock: Moana 2 Sells Out Theaters And A Nice Dividend Boost For Christmas
Dec 06
Narrative update from Goran Damchevski
Disney is slowly growing its core experience segment, but surprised on the upside with growth in entertainment.Bullish On Disney, But Average-In On Price-Decline Days
Nov 27Disney's Trump Recession Risk (Rating Downgrade)
Nov 21AMMINISTRATORE DELEGATO
Josh D’Amaro (53 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 | 2.4yrs | US$20.17m | 0.0012% $ 2.1m | |
| Senior EVP and Chief Legal & Global Affairs Officer | 4.3yrs | US$16.29m | 0.0033% $ 6.0m | |
| Senior EVP & Chief People Officer | 3.1yrs | US$7.37m | 0.000060% $ 110.3k | |
| Senior Advisor & Director | less than a year | US$45.84m | 0.014% $ 26.3m | |
| CEO & Director | less than a year | Nessun dato | 0.0020% $ 3.6m | |
| President & Chief Creative Officer | less than a year | Nessun dato | 0.0041% $ 7.5m | |
| 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 | 5.8yrs | Nessun dato | Nessun dato | |
| President of Disney Signature Experiences | 19.8yrs | Nessun dato | Nessun dato | |
| Executive Vice President of Controllership | no data | Nessun dato | 0.0032% $ 5.9m | |
| Executive Vice President of Disney Consumer Products Commercialization for the Asia Pacific region | 7.5yrs | Nessun dato | Nessun dato |
2.4yrs
Durata media
60.5yo
Età media
Gestione esperta: Il team dirigenziale di DIS è considerato esperto (durata media dell'incarico 2.3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Senior Advisor & Director | 3.5yrs | US$45.84m | 0.014% $ 26.3m | |
| CEO & Director | less than a year | Nessun dato | 0.0020% $ 3.6m | |
| Independent Director | 10.4yrs | US$401.10k | 0.00016% $ 294.1k | |
| Independent Director | 7.7yrs | US$426.56k | 0.00099% $ 1.8m | |
| Independent Chairman of the Board | 2.3yrs | US$500.24k | 0.0022% $ 4.0m | |
| Independent Director | 7.2yrs | US$438.58k | 0% $ 0 | |
| Independent Director | 2.3yrs | US$365.65k | 0.00048% $ 882.2k | |
| Chairman of FX Networks & FX Productions | 8.3yrs | Nessun dato | Nessun dato | |
| Independent Director | 3.5yrs | US$416.91k | 0.000090% $ 165.4k | |
| Independent Director | 8.8yrs | US$378.99k | 0.000010% $ 18.4k | |
| Independent Director | 5yrs | US$365.65k | 0.00097% $ 1.8m | |
| Independent Director | 5yrs | US$372.33k | 0.00025% $ 459.5k |
5.0yrs
Durata media
61yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di DIS sono considerati esperti (durata media dell'incarico 4.9 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/01 21:44 |
| Prezzo dell'azione a fine giornata | 2026/05/01 00:00 |
| Utili | 2025/12/27 |
| 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 |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| 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 guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale 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 69 analisti. 27 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 |
| Andrew Charles Beale | Arete Research Services LLP |
| Hannah Kleiven | Arete Research Services LLP |