The Walt Disney Company

NYSE:DIS Stock Report

Market Cap: US$176.1b

Walt Disney Management

Management criteria checks 2/4

We currently do not have sufficient information about the CEO.

Key information

Josh D’Amaro

Chief executive officer

n/a

Total compensation

CEO salary percentagen/a
CEO tenureno data
CEO ownershipn/a
Management average tenure2.9yrs
Board average tenure4.8yrs

Recent management updates

Recent updates

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.

Disney's Leadership Change Is Exciting, But Think Very Long-Term On The Shares

Feb 18

Additional Considerations Required While Assessing Walt Disney's (NYSE:DIS) Strong Earnings

Feb 11
Additional Considerations Required While Assessing Walt Disney's (NYSE:DIS) Strong Earnings

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

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

CEO

Josh D’Amaro (53 yo)

no data
Tenure

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...


Leadership Team

NamePositionTenureCompensationOwnership
Hugh Johnston
Senior Executive VP & CFO2.3yrsUS$20.17m0.0012%
$ 2.0m
Horacio Gutierrez
Senior EVP and Chief Legal & Global Affairs Officer4.1yrsUS$16.29m0.0033%
$ 5.8m
Sonia Coleman
Senior EVP & Chief People Officer2.9yrsUS$7.37m0.000060%
$ 105.7k
Robert Iger
Senior Advisor & Directorno dataUS$45.84m0.014%
$ 25.2m
Josh D’Amaro
CEO & Directorno datano datano data
Dana Walden
President & Chief Creative Officerno datano datano data
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 Officer5.7yrsno datano data
Joe Schott
President of Disney Signature Experiences19.6yrsno datano data
Brent Woodford
Executive Vice President of Controllershipno datano data0.0032%
$ 5.7m
Mahesh Samat
Executive Vice President of Disney Consumer Products Commercialization for the Asia Pacific region7.3yrsno datano data
2.9yrs
Average Tenure
60.5yo
Average Age

Experienced Management: DIS's management team is considered experienced (2.9 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Robert Iger
Senior Advisor & Director3.3yrsUS$45.84m0.014%
$ 25.2m
Josh D’Amaro
CEO & Directorno datano datano data
Maria Lagomasino
Independent Director10.3yrsUS$401.10k0.00016%
$ 281.8k
Michael Froman
Independent Director7.5yrsUS$426.56k0.00099%
$ 1.7m
James Gorman
Independent Chairman of the Board2.1yrsUS$500.24k0.0022%
$ 3.8m
Derica Rice
Independent Director7yrsUS$438.58k0%
$ 0
D. Darroch
Independent Director2.2yrsUS$365.65k0.00019%
$ 334.6k
John Landgraf
Chairman of FX Networks & FX Productions8.2yrsno datano data
Carolyn Everson
Independent Director3.3yrsUS$416.91k0.000090%
$ 158.5k
Mary Barra
Independent Director8.6yrsUS$378.99k0.000010%
$ 17.6k
Calvin McDonald
Independent Director4.8yrsUS$365.65k0.00097%
$ 1.7m
Amy Chang
Independent Director4.8yrsUS$372.33k0.00025%
$ 440.3k
4.8yrs
Average Tenure
61yo
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 Analysis2026/03/19 10:00
End of Day Share Price 2026/03/19 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 68 analysts. 28 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