The Walt Disney Company

DIS

Equity

ISIN null / Valor 984192

New York Stock Exchange, Inc (2026-10-23)

USD 112.52-0.54%

The Walt Disney Company
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About company

The Walt Disney Company is a globally recognized leader in family entertainment and media, encompassing a broad spectrum of businesses divided into three main segments: Disney Entertainment, ESPN, and Disney Experiences. Disney Entertainment is responsible for the company's vast array of entertainment media and content operations worldwide, including its streaming services and a prestigious collection of studios such as Walt Disney Studios, Pixar Animation Studios, Marvel Studios, and Lucasfilm, among others. ESPN represents the company's sports broadcasting endeavors, featuring a network of sports channels, the ESPN+ streaming service, and international sports channels. Disney Experiences brings the magic of Disney into the real world through theme parks and resorts, cruise and vacation experiences, and a wide range of consumer products, from toys and apparel to books and video games. With a rich history that dates back to the 1920s, The Walt Disney Company continues to build on its legacy of unparalleled storytelling and innovation, making it the premier name in global entertainment.

Summarized from source with an LLMView SourceSector: Consumer Non-Cyclicals

Rocky Chapman

UK, 23 Oct 2026

Quality turnaround at a discount. Parks and streaming both growing profits under new CEO D'Amaro; ~$10bn FCF at 14x forward vs a 20x+ average. Base target $156 by 2029. Risks: consumer slowdown hitting parks, ESPN rights costs, FCC fight. Sell if Experiences income falls two quarters running.