Walt Disney (NYSE:DIS) Updates 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 guidance of 6.642-6.642 for the period, compared to the consensus earnings per share estimate of 6.830. The company issued revenue guidance of -.

Walt Disney Trading Up 3.8%

Shares of DIS traded up $3.70 during midday trading on Wednesday, reaching $101.88. The company had a trading volume of 12,682,744 shares, compared to its average volume of 10,702,801. The firm has a 50 day simple moving average of $98.90 and a 200-day simple moving average of $102.02. Walt Disney has a 1-year low of $92.18 and a 1-year high of $119.78. The company has a quick ratio of 0.62, a current ratio of 0.68 and a debt-to-equity ratio of 0.33. The stock has a market cap of $176.91 billion, a PE ratio of 16.27, a price-to-earnings-growth ratio of 1.29 and a beta of 1.39.

Walt Disney (NYSE:DIS) last posted its earnings results 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 company had revenue of $25.25 billion during 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%.The firm’s quarterly revenue was up 6.8% compared to the same quarter last year. During the same quarter last year, the firm earned $1.61 earnings per share. Walt Disney has set its FY 2026 guidance at 6.642-6.642 EPS. Research analysts forecast that Walt Disney will post 6.83 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on DIS. Weiss Ratings downgraded Walt Disney from a “hold (c+)” rating to a “hold (c)” rating in a report on Thursday, June 11th. Barclays reduced their target price on shares of Walt Disney from $135.00 to $110.00 and set an “overweight” rating on the stock in a report on Tuesday, July 14th. JPMorgan Chase & Co. increased their target price on Walt Disney from $139.00 to $140.00 and gave the company an “overweight” rating in a report on Tuesday, June 30th. Benchmark restated a “buy” rating on shares of Walt Disney in a research note on Monday, July 20th. Finally, Raymond James Financial reduced their price target on shares of Walt Disney from $119.00 to $111.00 and set an “outperform” rating for the company in a research report on Thursday, July 2nd. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $127.59.

Walt Disney News Summary

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

• Positive Sentiment: Disney reported adjusted EPS of $2.06, well above the roughly $1.88 Wall Street estimate and up from $1.61 a year earlier. Revenue rose 6.8% to $25.25 billion, while segment operating income increased 21%. Disney quarterly earnings report
• Positive Sentiment: The Experiences division generated record quarterly revenue of nearly $10 billion, up 10% year over year. Stronger U.S. park attendance, guest spending and merchandise demand helped offset weaker international tourism. How Disney parks are bucking a travel slowdown
• Positive Sentiment: Toy Story 5 delivered approximately $1 billion in box-office sales and supported merchandise revenue, providing a significant boost to Disney’s Entertainment results. Streaming operating income also more than doubled to about $712 million. Disney earnings buoyed by Toy Story 5, theme parks and streaming profit
• Positive Sentiment: Disney sold out advertising inventory for next year’s Super Bowl and completed its annual upfront sales process, signaling continued demand for its sports and entertainment advertising assets. Disney sells out Super Bowl ad inventory
• Positive Sentiment: A new TikTok partnership will bring Disney-related creator content to Disney+, potentially increasing engagement and visibility for Disney’s franchises. Disney+ and TikTok creator partnership
• Neutral Sentiment: Disney is exploring a free, ad-supported streaming product, which could expand reach and advertising revenue but may also pressure Disney+ subscriptions and average revenue per user. Disney weighs free ad-supported streaming
• Neutral Sentiment: Disney agreed to sell its 50% stake in A+E Global Media to Hearst for $1.2 billion, supporting a focus on streaming, ESPN and core businesses while removing exposure to traditional cable assets. Disney exits A+E in $1.2 billion deal
• Negative Sentiment: Revenue narrowly missed expectations, and the company’s FY2026 EPS guidance of 6.642 is below the approximately 6.83 analyst consensus. Executives also acknowledged disappointing box-office results from Moana and The Mandalorian.

Institutional Trading of Walt Disney

Several hedge funds have recently modified their holdings of the business. Brighton Jones LLC raised its holdings in Walt Disney by 7.7% during the fourth quarter. Brighton Jones LLC now owns 26,767 shares of the entertainment giant’s stock worth $2,980,000 after purchasing an additional 1,904 shares during the last quarter. Sivia Capital Partners LLC raised its position in Walt Disney by 31.9% during the second quarter. Sivia Capital Partners LLC now owns 5,470 shares of the entertainment giant’s stock worth $678,000 after acquiring an additional 1,322 shares during the last quarter. Schnieders Capital Management LLC. lifted its holdings in shares of Walt Disney by 16.2% in the second quarter. Schnieders Capital Management LLC. now owns 17,955 shares of the entertainment giant’s stock valued at $2,227,000 after purchasing an additional 2,503 shares in the last quarter. Main Street Financial Solutions LLC increased its stake in shares of Walt Disney by 28.6% during the 2nd quarter. Main Street Financial Solutions LLC now owns 8,330 shares of the entertainment giant’s stock worth $1,033,000 after purchasing an additional 1,855 shares in the last quarter. Finally, Ieq Capital LLC raised its position in shares of Walt Disney by 10.8% during the 2nd quarter. Ieq Capital LLC now owns 115,759 shares of the entertainment giant’s stock worth $14,355,000 after purchasing an additional 11,304 shares during the last quarter. 65.71% of the stock is owned by institutional investors and hedge funds.

Walt Disney Company Profile

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.