The Walt Disney Company

NYSE:DIS Stock Report

Market Cap: US$201.4b

Walt Disney Management

Management criteria checks 3/4

Walt Disney's CEO is Bob Iger, appointed in Nov 2022, has a tenure of 3.25 years. total yearly compensation is $45.84M, comprised of 2.2% salary and 97.8% bonuses, including company stock and options. directly owns 0.014% of the company’s shares, worth $28.64M. The average tenure of the management team and the board of directors is 4 years and 4.8 years respectively.

Key information

Bob Iger

Chief executive officer

US$45.8m

Total compensation

CEO salary percentage2.18%
CEO tenure3.3yrs
CEO ownership0.01%
Management average tenure4yrs
Board average tenure4.8yrs

Recent management updates

Recent updates

Wall Street Lunch: Disney Slips On Lackluster Outlook After Solid Quarter

Feb 02

Walt Disney (NYSE:DIS) Has Announced A Dividend Of $0.75

Jan 31
Walt Disney (NYSE:DIS) Has Announced A Dividend Of $0.75

Walt Disney (NYSE:DIS) Is Due To Pay A Dividend Of $0.75

Jan 17
Walt Disney (NYSE:DIS) Is Due To Pay A Dividend Of $0.75

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.

Subdued Growth No Barrier To The Walt Disney Company's (NYSE:DIS) Price

Sep 13
Subdued Growth No Barrier To The Walt Disney Company's (NYSE:DIS) Price

Estimating The Fair Value Of The Walt Disney Company (NYSE:DIS)

Jul 20
Estimating The Fair Value Of The Walt Disney Company (NYSE:DIS)

Is Now An Opportune Moment To Examine The Walt Disney Company (NYSE:DIS)?

Jul 08
Is Now An Opportune Moment To Examine The Walt Disney Company (NYSE:DIS)?

Here's Why Walt Disney (NYSE:DIS) Has Caught The Eye Of Investors

May 21
Here's Why Walt Disney (NYSE:DIS) Has Caught The Eye Of Investors

Disney: Opportunity Knocks - Upgrade To Buy

Apr 21

Why We're Not Concerned About The Walt Disney Company's (NYSE:DIS) Share Price

Apr 16
Why We're Not Concerned About The Walt Disney Company's (NYSE:DIS) Share Price

Disney Stock: Growth Or Just Retreading IP?

Mar 30

Disney Charts Mission To Correct Course, But Must Navigate New Obstacles In The Short Term

Mar 21

Disney: Surging DTC Profitability

Mar 12

Happy Ending In H2 - Upgrading Disney To Buy

Feb 22

Disney: 2025 Deep-Dive Reveals A Wonderful Business And A Real Undervaluation

Feb 15

Disney Q1 Earnings: What To Make Of These Double Beat Results

Feb 05

Here's Why Walt Disney (NYSE:DIS) Can Manage Its Debt Responsibly

Feb 04
Here's Why Walt Disney (NYSE:DIS) Can Manage Its Debt Responsibly

Disney Still Has Upside Potential Ahead Of Earnings

Jan 28

Mickey's Moment Is Here: Upgrading Disney To Buy For 2 Reasons

Jan 14

Disney And FuboTV Tie The Knot: This Changes Everything

Jan 06

Disney Stock: Moana 2 Sells Out Theaters And A Nice Dividend Boost For Christmas

Dec 06
User avatar

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 27

Disney's Trump Recession Risk (Rating Downgrade)

Nov 21

Wall Street Lunch: House Of Mouse Gets Some Momentum

Nov 14

Disney Is Heading Into Earnings: Challenges, Legacy, And The Path Forward

Nov 04

Disney's Movie Pipeline Shows Promise Amid Tech-Led Hollywood

Oct 21

Walt Disney: No Significant Upside Potential At Current Valuation

Oct 14

Disney: Deeply Undervalued As Turnaround Brings Results

Oct 08

Disney Shares Are Headed Upwards (Technical Analysis)

Sep 30

The Disney Magic Is Not Gone Forever

Sep 23

Disney, DIRECTV, The Blackout, And The Next Phase Of The Pay-TV Revolution

Sep 07
User avatar

New Cruise Ships And Disney+ Innovations Set To Propel Growth Despite Cost Challenges

Expansion in the Experiences segment and new broadcasting rights indicate avenues for significant revenue growth through diversified offerings and international expansions.

Disney Is A Strong Buy: The Flywheel Is Spinning Again

Aug 27

CEO Compensation Analysis

How has Bob Iger's remuneration changed compared to Walt Disney's earnings?
DateTotal CompensationSalaryCompany Earnings
Dec 27 2025n/an/a

US$12b

Sep 27 2025US$46mUS$1m

US$12b

Jun 28 2025n/an/a

US$12b

Mar 29 2025n/an/a

US$9b

Dec 28 2024n/an/a

US$6b

Sep 28 2024US$41mUS$1m

US$5b

Jun 29 2024n/an/a

US$5b

Mar 30 2024n/an/a

US$2b

Dec 30 2023n/an/a

US$3b

Sep 30 2023US$32mUS$865k

US$2b

Jul 01 2023n/an/a

US$2b

Apr 01 2023n/an/a

US$4b

Dec 31 2022n/an/a

US$3b

Oct 01 2022US$18mUS$1m

US$3b

Jul 02 2022n/an/a

US$3b

Apr 02 2022n/an/a

US$3b

Jan 01 2022n/an/a

US$3b

Oct 02 2021US$46mUS$3m

US$2b

Jul 03 2021n/an/a

US$1b

Apr 03 2021n/an/a

-US$4b

Jan 02 2021n/an/a

-US$5b

Oct 03 2020US$21mUS$2m

-US$3b

Jun 27 2020n/an/a

-US$1b

Mar 28 2020n/an/a

US$5b

Dec 28 2019n/an/a

US$10b

Sep 28 2019US$48mUS$3m

US$10b

Compensation vs Market: Bob's total compensation ($USD45.84M) is above average for companies of similar size in the US market ($USD13.39M).

Compensation vs Earnings: Bob's compensation has been consistent with company performance over the past year.


CEO

Bob Iger (74 yo)

3.3yrs
Tenure
US$45,842,574
Compensation

Mr. Robert A. Iger, also known as Bob, was Trustee of The Paley Center for Media. Mr. Iger served as Venture Partner at Thrive Capital Management, LLC since joining the firm in September 2022. He serves as...


Leadership Team

NamePositionTenureCompensationOwnership
Robert Iger
CEO & Director3.3yrsUS$45.84m0.014%
$ 28.6m
Hugh Johnston
Senior Executive VP & CFO2.2yrsUS$20.17m0.0011%
$ 2.3m
Horacio Gutierrez
Senior EVP and Chief Legal & Global Affairs Officer4yrsUS$16.29m0.0033%
$ 6.6m
Kristina Schake
Senior EVP & Chief Communications Officer3.8yrsUS$6.16m0.0014%
$ 2.7m
Sonia Coleman
Senior EVP & Chief People Officer2.8yrsUS$7.37m0.000060%
$ 120.8k
Carlos Gomez
EVP, Treasurer & Head of Investor Relations5.8yrsno datano data
Asad Ayaz
Chief Marketing & Brand Officerless than a yearno datano data
Ronald Iden
Senior VP & Chief Security Officer5.6yrsno datano data
Joe Schott
President of Disney Signature Experiences19.5yrsno datano data
Brent Woodford
Executive Vice President of Controllershipno datano data0.0032%
$ 6.5m
Mahesh Samat
Executive Vice President of Disney Consumer Products Commercialization for the Asia Pacific region7.3yrsno datano data
Rita Ferro
President of Advertising Sales15.7yrsno datano data
4.0yrs
Average Tenure
62yo
Average Age

Experienced Management: DIS's management team is considered experienced (4 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Robert Iger
CEO & Director3.3yrsUS$45.84m0.014%
$ 28.6m
Maria Lagomasino
Independent Director10.2yrsUS$401.10k0.00016%
$ 322.2k
Michael Froman
Independent Director7.4yrsUS$426.56k0.00099%
$ 2.0m
James Gorman
Independent Chairman of the Board2yrsUS$500.24k0.0021%
$ 4.3m
D. Darroch
Independent Director2.1yrsUS$365.65k0.00019%
$ 382.6k
John Landgraf
Chairman of FX Networks & FX Productions8.1yrsno datano data
Carolyn Everson
Independent Director3.3yrsUS$416.91k0.000090%
$ 181.2k
Mary Barra
Independent Director8.5yrsUS$378.99k0.000010%
$ 20.1k
Calvin McDonald
Independent Director4.8yrsUS$365.65k0.00096%
$ 1.9m
Amy Chang
Independent Director4.8yrsUS$372.33k0.00020%
$ 402.8k
4.8yrs
Average Tenure
63yo
Average Age

Experienced Board: DIS's board of directors are considered experienced (4.8 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/02/02 13:29
End of Day Share Price 2026/02/02 00:00
Earnings2025/12/27
Annual Earnings2025/09/27

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

The Walt Disney Company is covered by 67 analysts. 25 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
David HeasmanAccountability Research Corporation
Hannah KleivenArete Research Services LLP
Andrew Charles BealeArete Research Services LLP