Walt Disney (DIS) Projected to Post Quarterly Earnings on Monday

Walt Disney (NYSE:DIS) is expected to release its Q1 2026 results before the market opens on Monday, February 2nd. Analysts expect Walt Disney to post earnings of $1.57 per share and revenue of $25.5445 billion for the quarter. Parties may review the information on the company’s upcoming Q1 2026 earning report for the latest details on the call scheduled for Monday, February 2, 2026 at 8:30 AM ET.

Walt Disney (NYSE:DIS) last posted its earnings results on Thursday, November 13th. The entertainment giant reported $1.11 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.03 by $0.08. The business had revenue of $22.46 billion during the quarter, compared to analyst estimates of $22.78 billion. Walt Disney had a return on equity of 9.37% and a net margin of 13.14%.The company’s revenue for the quarter was down .5% compared to the same quarter last year. During the same quarter last year, the firm earned $1.14 earnings per share. On average, analysts expect Walt Disney to post $5 EPS for the current fiscal year and $6 EPS for the next fiscal year.

Walt Disney Stock Performance

Walt Disney stock opened at $110.99 on Monday. The firm has a market capitalization of $198.15 billion, a PE ratio of 16.18, a price-to-earnings-growth ratio of 1.55 and a beta of 1.44. Walt Disney has a one year low of $80.10 and a one year high of $124.69. The stock’s 50 day moving average price is $110.04 and its 200 day moving average price is $113.43. The company has a debt-to-equity ratio of 0.31, a quick ratio of 0.65 and a current ratio of 0.71.

Walt Disney Announces Dividend

The company also recently announced a dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Tuesday, June 30th will be given a dividend of $0.75 per share. This represents a dividend yield of 139.0%. The ex-dividend date of this dividend is Tuesday, June 30th. Walt Disney’s payout ratio is presently 21.87%.

Walt Disney News Roundup

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

• Positive Sentiment: Analysts at Seeking Alpha reiterate a buy and say Q1 2026 could produce an outsized performance, highlighting potential near-term revenue catalysts that could support the stock if results beat expectations. Disney: Q1 2026 May Bring Forth Outsized Performance – Reiterate Buy
• Positive Sentiment: Zacks notes Disney’s heavy capital deployment into Experiences (new parks, cruise ships, and pricing power) should drive long-term growth even though it pressures margins now — a constructive long-term thesis for investors focused on cash returns from parks. Will Disney’s Experiences Investments Pay Off Over the Long Term?
• Positive Sentiment: Reports of a major new theme park development in Disney’s backyard and recent operational upgrades (guest-driven park changes, permit approvals for employee housing in Central Florida) point to capacity expansion and improved staffing stability — both supportive of park margins over time. A major new theme park is coming to Disney’s backyard
• Positive Sentiment: Disney received a major permit approval for its Central Florida attainable-housing community, which helps alleviate staffing/commuting constraints for parks and resorts — a small but tangible operational positive. Disney’s Central Florida Attainable Housing Community Gets Major Permit Approval
• Neutral Sentiment: New documentary coverage (Disneyland Handcrafted) and the return of long-standing park traditions are positive for brand and guest engagement but have limited near-term financial impact. ‘Disneyland Handcrafted’ sheds light on Walt Disney’s Disneyland dream and the team that made it come true
• Neutral Sentiment: Commentary pieces on AI outline two potential ways Disney could leverage AI to improve content personalization and operational efficiency — promising but speculative and unlikely to move near-term results on its own. 2 Ways AI Could Help Disney Stock Turn Things Around
• Negative Sentiment: Barron’s warns the CEO succession due “early 2026” is a make-or-break moment for the stock; leadership uncertainty can weigh on investor confidence and valuation until a clear successor emerges. Disney Expects a New CEO in ‘Early 2026.’ Why It’s a Make-or-Break Call for the Stock.
• Negative Sentiment: Coverage highlighting CEO Bob Iger’s increased FY25 compensation and prolonged succession chatter raises governance and uncertainty concerns among investors, putting short-term pressure on sentiment. Disney CEO Bob Iger’s FY25 Pay Swells to $48.8 Million as Succession Talk Drags On and Power Games Take Center Stage
• Negative Sentiment: Industry chatter (including comments from former execs) and a mention of a price-target cut on cable shows (Jim Cramer coverage) add to negative headlines that can amplify selling pressure while leadership questions persist. Jim Cramer Mentions Disney (DIS) Price Target Cut
• Negative Sentiment: Former TikTok CEO Kevin Mayer’s public comments on who should lead Disney (and wider media consolidation commentary) feed the succession narrative and could increase headline-driven volatility. Former TikTok CEO Mayer Weighs In on US Deal, Disney and Warner Bros.

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of the company. JPL Wealth Management LLC bought a new stake in shares of Walt Disney in the 3rd quarter valued at approximately $30,000. WFA of San Diego LLC bought a new stake in Walt Disney during the second quarter valued at $92,000. Wealth Watch Advisors INC acquired a new stake in shares of Walt Disney during the third quarter worth $123,000. Darwin Wealth Management LLC bought a new position in shares of Walt Disney in the 2nd quarter worth about $171,000. Finally, Prosperity Financial Group Inc. boosted its holdings in shares of Walt Disney by 13.3% in the 3rd quarter. Prosperity Financial Group Inc. now owns 1,843 shares of the entertainment giant’s stock valued at $211,000 after buying an additional 216 shares during the period. Institutional investors own 65.71% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on the stock. Sanford C. Bernstein restated an “outperform” rating on shares of Walt Disney in a research note on Wednesday, November 12th. Jefferies Financial Group decreased their price objective on shares of Walt Disney from $144.00 to $136.00 and set a “buy” rating for the company in a research report on Friday, November 14th. UBS Group reaffirmed a “buy” rating and set a $138.00 target price on shares of Walt Disney in a research report on Friday, November 14th. Rosenblatt Securities reissued a “buy” rating and issued a $141.00 price target on shares of Walt Disney in a report on Friday, October 17th. Finally, Arete Research upgraded Walt Disney to a “strong sell” rating in a research note on Tuesday, October 28th. Nineteen investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Walt Disney has an average rating of “Moderate Buy” and an average price target of $135.20.

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.