Walt Disney (NYSE:DIS) Updates FY 2026 Earnings Guidance

Walt Disney (NYSE:DIS) issued an update on its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 6.642-6.642 for the period, compared to the consensus EPS estimate of 6.830. The company issued revenue guidance of -.

Analyst Ratings Changes

A number of analysts recently issued reports on the stock. Rosenblatt Securities restated a “buy” rating and issued a $126.00 price target on shares of Walt Disney in a research note on Tuesday, July 7th. Phillip Securities upgraded shares of Walt Disney from a “moderate buy” rating to a “strong-buy” rating in a research note on Monday, May 11th. Benchmark reissued a “buy” rating on shares of Walt Disney in a report on Monday, July 20th. Citigroup dropped their target price on shares of Walt Disney from $145.00 to $135.00 and set a “buy” rating for the company in a research report on Wednesday, July 29th. Finally, Barclays cut their target price on shares of Walt Disney from $135.00 to $110.00 and set an “overweight” rating on the stock in a research note on Tuesday, July 14th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $127.59.

Walt Disney Price Performance

Shares of NYSE DIS opened at $98.18 on Wednesday. Walt Disney has a twelve month low of $92.18 and a twelve month high of $119.78. The company has a current ratio of 0.68, a quick ratio of 0.62 and a debt-to-equity ratio of 0.33. The company has a market capitalization of $170.49 billion, a price-to-earnings ratio of 15.68, a price-to-earnings-growth ratio of 1.29 and a beta of 1.39. The business has a 50 day simple moving average of $98.90 and a 200-day simple moving average of $102.02.

Walt Disney (NYSE:DIS) last announced its quarterly earnings data on Wednesday, August 5th. The entertainment giant reported $2.06 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.88 by $0.18. The firm had revenue of $25.25 billion for the quarter, compared to analysts’ expectations of $25.39 billion. Walt Disney had a return on equity of 8.92% and a net margin of 11.54%.Walt Disney has set its FY 2026 guidance at 6.642-6.642 EPS. As a group, equities research analysts expect that Walt Disney will post 6.83 earnings per share for the current year.

Walt Disney News Summary

Here are the key news stories impacting Walt Disney this week:

• Positive Sentiment: Quarterly earnings beat estimates: Disney reported adjusted earnings of $2.06 per share, exceeding the $1.88 consensus estimate by $0.18. Revenue reached $25.25 billion, up roughly 7% year over year, although it narrowly missed expectations. Disney beats earnings estimates in CEO Josh D’Amaro’s first full quarter
• Positive Sentiment: Theme parks and “Toy Story 5” supported results: Experiences growth and strong movie-ticket and merchandise sales helped drive a 21% increase in segment operating income. The performance provides evidence that Disney’s parks and content franchises remain important earnings drivers. Theme Parks and Toy Story 5 Boost Disney Results
• Positive Sentiment: Portfolio streamlining: Disney agreed to sell its 50% stake in A+E Global Media to Hearst for approximately $1.2 billion in cash. The transaction supports Disney’s focus on streaming, ESPN and core assets while providing additional liquidity. The deal is expected to close in September. Disney exits A+E as Hearst gains full ownership
• Neutral Sentiment: TikTok content partnership: Disney will work with TikTok creators to produce vertical Disney-related videos appearing on both TikTok and Disney+. The deal could improve engagement and content discovery, but its near-term financial impact is unclear. New Disney partnership with TikTok
• Negative Sentiment: Guidance fell short of expectations: Disney’s fiscal 2026 EPS guidance of approximately $6.64 is below the $6.83 analyst consensus, creating a potential overhang despite the quarterly earnings beat. Disney quarterly earnings press release

Institutional Investors Weigh In On Walt Disney

A number of institutional investors have recently modified their holdings of the business. Mcguire Capital Advisors Inc. acquired a new position in Walt Disney during the 4th quarter valued at approximately $40,000. Birchwood Financial Partners Inc. bought a new stake in Walt Disney in the fourth quarter valued at $53,000. Corient Private Wealth LLC lifted its stake in Walt Disney by 26.2% in the fourth quarter. Corient Private Wealth LLC now owns 1,551,824 shares of the entertainment giant’s stock valued at $176,551,000 after buying an additional 322,259 shares during the last quarter. Strive Financial Group LLC acquired a new position in shares of Walt Disney during the fourth quarter valued at $598,000. Finally, Blue Sparrow LLC DE bought a new position in shares of Walt Disney during the fourth quarter worth about $15,154,000. Institutional investors own 65.71% of the company’s stock.

About Walt Disney

The Walt Disney Company (NYSE: DIS), commonly known as Disney, is a diversified global entertainment and media conglomerate headquartered in Burbank, California. Founded in 1923 by Walt and Roy O. Disney, the company grew from an animation studio into a multi‑national entertainment enterprise known for iconic intellectual property and family‑oriented storytelling. Disney’s operations span film and television production, streaming services, theme parks and resorts, consumer products, and live entertainment.

On the content side, Disney produces and distributes feature films and television programming through a portfolio of studios and labels that includes Walt Disney Pictures, Pixar, Marvel Studios, Lucasfilm and 20th Century Studios, along with broadcast and cable networks such as ABC, FX and National Geographic.