Walt Disney 배당 및 자사주 매입
배당 기준 점검 4/6
Walt Disney 수익으로 충분히 충당되는 현재 수익률 1.46% 보유한 배당금 지급 회사입니다. 다음 지급일은 22nd July, 2026 이며 배당락일은 다음과 같습니다. 30th June, 2026.
핵심 정보
1.5%
배당 수익률
4.0%
자사주 매입 수익률
| 총 주주 수익률 | 5.5% |
| 미래 배당 수익률 | 1.7% |
| 배당 성장률 | -4.0% |
| 다음 배당 지급일 | 22 Jul 26 |
| 배당락일 | 30 Jun 26 |
| 주당 배당금 | n/a |
| 배당 성향 | 24% |
최근 배당 및 자사주 매입 업데이트
분석 기사 • 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...분석 기사 • 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...Recent updates
Seeking Alpha • May 06
Wall Street Lunch: Disney Climbs On Strong Parks, Streaming Gains
Summary Disney (DIS) delivered 7% year-over-year revenue growth, with solid gains across Experiences, Entertainment, and Sports segments. Uber and Super Micro Computer also posted notable results, while Corning announced a major capacity expansion via a long-term Nvidia partnership. GameStop (GME) CEO Ryan Cohen defended his proposed eBay (EBAY) acquisition, arguing the deal could offset dilution by boosting earnings. Oil swung sharply as WTI plunged from $100+ to below $90 before stabilizing near $95, with markets reacting to conflicting signals on a potential U.S.–Iran deal. Read the full article on Seeking Alpha
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
새로운 내러티브 • Mar 01
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.새로운 내러티브 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...
내러티브 업데이트 • 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.분석 기사 • 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...새로운 내러티브 • 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.내러티브 업데이트 • 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).분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha
새로운 내러티브 • Dec 05
Narrative update from Goran Damchevski
Disney is slowly growing its core experience segment, but surprised on the upside with growth in entertainment.예정된 배당 지급
지급의 안정성과 성장
배당 데이터 가져오는 중
안정적인 배당: DIS 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.
배당금 증가: DIS 의 배당금 지급은 지난 10 년 동안 증가했습니다.
배당 수익률 vs 시장
| Walt Disney 배당 수익률 vs 시장 |
|---|
| 구분 | 배당 수익률 |
|---|---|
| 회사 (DIS) | 1.5% |
| 시장 하위 25% (US) | 1.4% |
| 시장 상위 25% (US) | 4.2% |
| 업계 평균 (Entertainment) | 1.5% |
| 분석가 예측 (DIS) (최대 3년) | 1.7% |
주목할만한 배당금: DIS 의 배당금( 1.46% )은 US 시장에서 배당금 지급자의 하위 25%( 1.41% )보다 높습니다.
고배당: DIS 의 배당금( 1.46% )은 US 시장에서 배당금 지급자의 상위 25%( 4.24% )와 비교해 낮습니다.
주주 대상 이익 배당
수익 보장: 지급 비율 ( 23.9% )이 낮기 때문에 DIS 의 배당금 지급은 수익으로 충분히 충당됩니다.
주주 현금 배당
현금 흐름 범위: 합리적으로 낮은 현금 지급 비율 ( 36.6% )로 DIS 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.
높은 배당을 제공하는 우량 기업 찾기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/25 19:01 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2026/03/28 |
| 연간 수익 | 2025/09/27 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
The Walt Disney Company는 71명의 분석가가 다루고 있습니다. 이 중 26명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| David Heasman | Accountability Research Corporation |
| Hannah Kleiven | Arete Research Services LLP |
| Andrew Charles Beale | Arete Research Services LLP |