Walt Disney 경영진
경영진 기준 점검 1/4
Walt Disney CEO는 Josh D’Amaro, Mar2026 에 임명되었습니다 의 임기는 1년 미만입니다. 는 $3.73M 가치에 해당하는 회사 주식의 0.002% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 각각 0.7 년과 5.3 년입니다.
핵심 정보
Josh D’Amaro
최고경영자
n/a
총 보수
| CEO 급여 비율 | n/a |
| CEO 재임 기간 | less than a year |
| CEO 지분 보유율 | 0.002% |
| 경영진 평균 재임 기간 | less than a year |
| 이사회 평균 재임 기간 | 5.3yrs |
최근 경영진 업데이트
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
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.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 • 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).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 AlphaCEO
Josh D’Amaro (54 yo)
less than a year
재임 기간
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...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| 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 | 데이터 없음 | 0.0020% $ 3.7m | |
| President & Chief Creative Officer | less than a year | 데이터 없음 | 0.0042% $ 7.7m | |
| Head of Marketing Technology & Operations | no data | 데이터 없음 | 데이터 없음 | |
| Senior Executive VP & Chief Communications Officer | less than a year | 데이터 없음 | 0% $ 0 | |
| Chief Marketing & Brand Officer | less than a year | 데이터 없음 | 데이터 없음 | |
| Senior VP & Chief Security Officer | 6.2yrs | 데이터 없음 | 데이터 없음 | |
| President of Walt Disney World Resort | 20.1yrs | 데이터 없음 | 데이터 없음 | |
| Executive Vice President of Controllership | no data | 데이터 없음 | 0.0036% $ 6.7m |
0.7yrs
평균 재임 기간
61.5yo
평균 나이
경험이 풍부한 관리: DIS의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 0.7 년) — 신규 팀일 수 있습니다.
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Senior Advisor & Director | 3.8yrs | US$45.84m | 0.015% $ 27.0m | |
| CEO & Director | less than a year | 데이터 없음 | 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 | 데이터 없음 | 데이터 없음 | |
| 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
평균 재임 기간
62yo
평균 나이
경험이 풍부한 이사회: DIS의 이사회는 경험이 있음으로 간주됩니다(평균 재임 5.3 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/14 04:03 |
| 종가 | 2026/09/14 00:00 |
| 수익 | 2026/06/27 |
| 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
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분석가 소스
The Walt Disney Company는 67명의 분석가가 다루고 있습니다. 이 중 30명의 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 |