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

Walt Disney (NYSE:DIS) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share (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 -.

Wall Street Analyst Weigh In

DIS has been the subject of several research analyst reports. Weiss Ratings downgraded Walt Disney from a “hold (c+)” rating to a “hold (c)” rating in a research note on Thursday, June 11th. Guggenheim reissued a “buy” rating and issued a $120.00 target price on shares of Walt Disney in a report on Thursday. Wolfe Research set a $131.00 price objective on shares of Walt Disney in a research report on Tuesday, June 30th. Citigroup lowered their price target on shares of Walt Disney from $145.00 to $135.00 and set a “buy” rating on the stock in a research report on Wednesday, July 29th. Finally, Needham & Company LLC restated a “buy” rating and set a $125.00 target price on shares of Walt Disney in a research report on Friday, June 12th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Walt Disney currently has an average rating of “Moderate Buy” and an average price target of $128.61.

Walt Disney Stock Up 2.2%

Shares of DIS stock traded up $2.27 during trading hours on Thursday, hitting $104.03. 6,815,386 shares of the company were exchanged, compared to its average volume of 10,733,461. The stock has a market capitalization of $180.65 billion, a price-to-earnings ratio of 16.59, a P/E/G ratio of 1.29 and a beta of 1.39. Walt Disney has a one year low of $92.18 and a one year high of $119.78. The business’s 50-day simple moving average is $98.85 and its two-hundred day simple moving average is $101.94. The company has a debt-to-equity ratio of 0.33, a quick ratio of 0.62 and a current ratio of 0.68.

Walt Disney (NYSE:DIS) last issued its quarterly earnings data on Wednesday, August 5th. The entertainment giant reported $2.06 EPS for the quarter, topping analysts’ consensus estimates of $1.86 by $0.20. The firm had revenue of $25.25 billion during the quarter, compared to the consensus estimate of $25.39 billion. Walt Disney had a return on equity of 8.92% and a net margin of 11.54%.The firm’s revenue was up 6.8% on a year-over-year basis. During the same period in the prior year, the business earned $1.61 EPS. Walt Disney has set its FY 2026 guidance at 6.642-6.642 EPS. Sell-side analysts predict that Walt Disney will post 6.83 EPS for the current fiscal year.

Key Walt Disney News

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

• Positive Sentiment: Profit beat and operating growth: Disney reported adjusted earnings of $2.06 per share, exceeding the $1.86 consensus estimate and rising from $1.61 a year ago. Revenue increased 6.8% to $25.25 billion, slightly below expectations, while segment operating income climbed 21%. Disney quarterly earnings report
• Positive Sentiment: Parks and “Toy Story 5” led the quarter: The Experiences segment generated nearly $10 billion in quarterly revenue, up 10%, supported by stronger U.S. attendance and guest spending. “Toy Story 5,” which surpassed $1 billion at the box office, also boosted streaming engagement, merchandise sales, and interest in Disney’s parks and cruises. How Disney parks are bucking a travel slowdown
• Positive Sentiment: Streaming profitability improved: Disney said streaming operating income more than doubled to approximately $712 million. Management also outlined plans to make Disney+ a broader fan ecosystem incorporating games, merchandise, interactive experiences, and potentially a free, ad-supported tier. Disney+ evolving beyond streaming
• Positive Sentiment: Capital returns and analyst support: Disney raised its planned share repurchases to at least $9 billion. Wells Fargo raised its price target to $132 and assigned an Overweight rating; Barclays lifted its target to $115, while Argus, Benchmark, Guggenheim, Rosenblatt, and Needham maintained Buy-equivalent ratings with targets ranging from $115 to $134.
• Positive Sentiment: Advertising momentum: Disney completed its upfront sales and sold out advertising inventory for the next Super Bowl, supporting confidence in demand for its media assets. Disney sells out Super Bowl ad inventory
• Neutral Sentiment: Strategic repositioning: Disney is selling its 50% stake in A+E Global Media to Hearst for about $1.2 billion in cash and moving most consumer-products operations into its Entertainment division, reinforcing its focus on core franchises, streaming, and ESPN. Disney exits A+E in $1.2 billion deal
• Negative Sentiment: Revenue and guidance remain watch points: The quarterly revenue miss and fiscal 2026 EPS guidance of $6.642 are below the roughly $6.83 analyst forecast. International tourism weakness and ongoing sports-related headwinds could also limit near-term growth.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in DIS. Swiss RE Ltd. purchased a new position in shares of Walt Disney during the fourth quarter valued at $25,000. Greenline Wealth Management LLC bought a new stake in Walt Disney during the fourth quarter worth approximately $26,000. Sfam LLC bought a new stake in Walt Disney during the fourth quarter worth approximately $26,000. JPL Wealth Management LLC acquired a new position in Walt Disney during the third quarter valued at approximately $30,000. Finally, Mcguire Capital Advisors Inc. bought a new position in shares of Walt Disney in the fourth quarter valued at approximately $40,000. 65.71% of the stock is currently owned by institutional investors and hedge funds.

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.