The Walt Disney Company

NYSE:DIS Stock Report

Market Cap: US$213.6b

Walt Disney Management

Management criteria checks 2/4

Walt Disney's CEO is Bob Iger, appointed in Nov 2022, has a tenure of 2.83 years. total yearly compensation is $41.11M, comprised of 2.4% salary and 97.6% bonuses, including company stock and options. directly owns 0.014% of the company’s shares, worth $30.14M. The average tenure of the management team and the board of directors is 4.8 years and 4.3 years respectively.

Key information

Bob Iger

Chief executive officer

US$41.1m

Total compensation

CEO salary percentage2.43%
CEO tenure2.8yrs
CEO ownership0.01%
Management average tenure4.8yrs
Board average tenure4.3yrs

Recent management updates

Recent updates

Disney's Strategy For Japan's Anime Boom Is Welcome

Aug 15

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

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

Jan 24
Estimating The Fair Value Of The Walt Disney Company (NYSE:DIS)

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

Jan 14

Is It Too Late To Consider Buying The Walt Disney Company (NYSE:DIS)?

Jan 13
Is It Too Late To Consider Buying The Walt Disney Company (NYSE:DIS)?

Disney And FuboTV Tie The Knot: This Changes Everything

Jan 06

Return Trends At Walt Disney (NYSE:DIS) Aren't Appealing

Dec 10
Return Trends At Walt Disney (NYSE:DIS) Aren't Appealing

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

Dec 06
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Narrative update from Goran Damchevski

Disney is slowly growing its core experience segment, but surprised on the upside with growth in entertainment.

We Ran A Stock Scan For Earnings Growth And Walt Disney (NYSE:DIS) Passed With Ease

Nov 29
We Ran A Stock Scan For Earnings Growth And Walt Disney (NYSE:DIS) Passed With Ease

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

Is Walt Disney (NYSE:DIS) Using Too Much Debt?

Oct 31
Is Walt Disney (NYSE:DIS) Using Too Much Debt?

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

Oct 21

The Walt Disney Company (NYSE:DIS) Shares Could Be 24% Below Their Intrinsic Value Estimate

Oct 20
The Walt Disney Company (NYSE:DIS) Shares Could Be 24% Below Their Intrinsic Value Estimate

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
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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
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Narrative update from Bailey Pemberton

Disney's quarterly performance in the Entertainment segment showed marginal revenue improvement but a significant improvement in operating profit. The impact of Disney's strategic content production a

The Charts And Insider Buying Agree Disney Is At Support (Technical Analysis)

Aug 15

Disney's Slump Is An Overreaction

Aug 08

How Disney Turned A Problem Area Inside Out Ahead Of Critical Earnings Period

Aug 02

Disney: The Moat Has Long Dried Up In The New World Of Media Free For All

Jul 26

CEO Compensation Analysis

How has Bob Iger's remuneration changed compared to Walt Disney's earnings?
DateTotal CompensationSalaryCompany Earnings
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

Jun 29 2019n/an/a

US$12b

Mar 30 2019n/an/a

US$13b

Dec 29 2018n/an/a

US$11b

Sep 29 2018US$66mUS$3m

US$13b

Compensation vs Market: Bob's total compensation ($USD41.11M) is above average for companies of similar size in the US market ($USD13.59M).

Compensation vs Earnings: Bob's compensation has increased by more than 20% in the past year.


CEO

Bob Iger (74 yo)

2.8yrs
Tenure
US$41,114,015
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 & Director2.8yrsUS$41.11m0.014%
$ 30.1m
Hugh Johnston
Senior Executive VP & CFO1.8yrsUS$24.49m0.00039%
$ 833.1k
Horacio Gutierrez
Senior EVP and Chief Legal & Compliance Officer3.6yrsUS$15.83m0.0018%
$ 3.9m
Kristina Schake
Senior EVP & Chief Communications Officer3.4yrsUS$6.43m0.00088%
$ 1.9m
Sonia Coleman
Senior EVP & Chief Human Resources Officer2.4yrsUS$7.56m0.000060%
$ 128.2k
Carlos Gomez
EVP, Treasurer & Head of Investor Relations5.3yrsno datano data
Ronald Iden
Senior VP & Chief Security Officer5.2yrsno datano data
Joe Schott
President of Disney Signature Experiences19.1yrsno datano data
Brent Woodford
Executive Vice President of Controllershipno datano data0.0029%
$ 6.2m
Mahesh Samat
Executive Vice President of Disney Consumer Products Commercialization for the Asia Pacific region6.8yrsno datano data
Rita Ferro
President of Advertising Sales15.3yrsno datano data
Luke Kang
President of Asia Pacific4.8yrsno datano data
4.8yrs
Average Tenure
61yo
Average Age

Experienced Management: DIS's management team is considered experienced (4.8 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Robert Iger
CEO & Director2.8yrsUS$41.11m0.014%
$ 30.1m
Maria Lagomasino
Independent Director9.8yrsUS$406.88k0.00016%
$ 341.8k
Michael Froman
Independent Director7yrsUS$418.42k0.00069%
$ 1.5m
James Gorman
Independent Chairman of the Board1.6yrsUS$234.76k0.0011%
$ 2.4m
Derica Rice
Independent Director6.5yrsUS$418.17k0%
$ 0
D. Darroch
Independent Director1.7yrsUS$270.48k0.000060%
$ 128.2k
John Landgraf
Chairman of FX Networks & FX Productions7.7yrsno datano data
Carolyn Everson
Independent Director2.8yrsUS$384.73k0.000040%
$ 85.4k
Mary Barra
Independent Director8.1yrsUS$387.72k0.000010%
$ 21.4k
Calvin McDonald
Independent Director4.3yrsUS$368.87k0.00082%
$ 1.8m
Amy Chang
Independent Director4.3yrsUS$398.67k0.000070%
$ 149.5k
4.3yrs
Average Tenure
62yo
Average Age

Experienced Board: DIS's board of directors are considered experienced (4.3 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/09/05 17:04
End of Day Share Price 2025/09/05 00:00
Earnings2025/06/28
Annual Earnings2024/09/28

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 93 analysts. 27 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
Andrew Charles BealeArete Research Services LLP
Hannah KleivenArete Research Services LLP