US · Communication Services · Entertainment
EPS came in at 2.06 against a street estimate of 1.88 — a beat of 9.6%.
Analysts rate Walt Disney Company a buy (24 buy, 7 hold, 1 sell out of 32) with an average price target of $128.18.
CONFIDENT Disney crushed Q3 with record Experiences revenue, 4% guest growth, and strong streaming margins. Reaffirmed full-year double-digit EPS growth. Balancing pricing and volume; investing $9B CapEx and $24B content while boosting buybacks to $9B. Q3 FY26 Domestic parks strong with organic investment driving growth, not Epic snapback. Asia (Shanghai, Hong Kong) weaker in Q3, continuing into Q4. Forward bookings healthy across Walt Disney World and cruise line. Analysts pressed on Parks pricing vs. volume tradeoffs, promotional discounting health signals, and streaming margin/licensing debate. Management emphasized disciplined capital returns on projects (double-digit), targeted promotions as optimization (not weakness), and strategic value of direct-to-consumer data moats vs. licensing lumpiness. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 7.84% |
| Vanguard Capital Management, LLC | 6.67% |
| State Street Corp | 4.85% |
| JPMorgan Chase & Co | 4.45% |
| Geode Capital Management, LLC | 2.41% |
| Vanguard Portfolio Management, LLC | 2.05% |
| Morgan Stanley - Brokerage Accounts | 1.96% |
| Wellington Management Company LLP | 1.85% |
| Document | Date |
|---|---|
| Quarterly report · Q3 FY2026 THE WALT DISNEY COMPANY - FORM 10-Q SUMMARY Quarter and Nine Months Ended June 27, 2026 --- HEADLINE NUMBERS • Total Revenues (Nine Months): $76,39 | 2026-08-05 |
| Results announced · Q4 FY2026 DISNEY Q3 FY2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total revenues: $25.2 billion (Q3), up 7% from $23.7 billion (Q3 FY2025); nine-month revenues $ | 2026-08-05 |
| Quarterly report · Q2 FY2026 THE WALT DISNEY COMPANY – Q2 FY2026 (Quarter Ended March 28, 2026) HEADLINE NUMBERS • Total revenues (Q2): $25,168 million (up 6.5% vs. $23,621M pri | 2026-05-06 |
| Results announced · Q3 FY2026 DISNEY Q2 FISCAL 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total revenues: $25.2 billion (up 7% from $23.6 billion in Q2 FY2025) • Income before inco | 2026-05-06 |
| Board / officer change · Q2 FY2026 WALT DISNEY COMPANY - FORM 8-K SUMMARY March 18, 2026 --- HEADLINE NUMBERS • Annual Meeting Date: March 18, 2026 • Total Votes Cast (Director Elect | 2026-03-20 |
| Company announcement · Q2 FY2026 DISNEY COMPANY DOCUMENT SUMMARY HEADLINE NUMBERS • Disney entered into two new credit agreements on February 27, 2026, totaling $9.25 billion in ava | 2026-03-03 |
| Quarterly report · Q1 FY2026 THE WALT DISNEY COMPANY — Q1 FY2026 SUMMARY For Retail Investors | Quarter Ended December 27, 2025 --- HEADLINE NUMBERS • Total Revenues: $25,981 m | 2026-02-02 |
| Proxy statement · Q2 FY2026 THE WALT DISNEY COMPANY PROXY STATEMENT SUMMARY --- WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1 – Election of 11 Directors: Vote FOR each nominee | 2026-01-22 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.75 / share ex-date Jun 30, 2026 · pay Jul 22, 2026 | 2026-06-30 |
| Dividend | $0.75 / share ex-date Dec 15, 2025 · pay Jan 15, 2026 | 2025-12-15 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Walt Disney Company — free to start.
Google PlayApp StoreData updated 2026-09-18.