Stock events for The Walt Disney Co. (DIS)
Over the past six months, The Walt Disney Co. stock has seen an increase. Key events impacting the stock price include earnings reports, streaming profitability and integration, tariffs and consumer spending, the Jimmy Kimmel Live! suspension controversy, and stock price fluctuations. Disney has consistently beaten analyst estimates for earnings per share in recent quarters. The company is strategically integrating Hulu into Disney+ by 2026 to create a unified streaming platform. New tariffs caused DIS stock to shed value due to direct cost increases and reduced consumer spending. The temporary suspension of Jimmy Kimmel's late-night talk show led to public backlash and subscriber cancellations. The stock fell below $100 a share in July 2024 due to surging streaming content costs and a global moderation in post-COVID travel.
Demand Seasonality affecting The Walt Disney Co.’s stock price
Demand for The Walt Disney Co.'s products and services can be seasonal and is influenced by broader economic factors. Consumer spending on non-essential, discretionary purchases can shrink when disposable income is reduced. There has also been a "global moderation from peak post-Covid travel," which is expected to impact theme park attendance.
Overview of The Walt Disney Co.’s business
The Walt Disney Co. is a multinational mass media and entertainment conglomerate headquartered in Burbank, California, operating in the Communication Services and Consumer Discretionary sectors. Disney's core activities include global film and episodic content production, sports-focused television and streaming, and theme park and resort management. Its major products and services encompass direct-to-consumer streaming platforms, theme parks, resorts, cruise lines, film and episodic content production and distribution, television networks, and consumer products.
DIS’s Geographic footprint
The Walt Disney Co. operates globally, with significant markets across the Americas, Europe, and Asia Pacific regions. The Americas region is the largest contributor to its revenue, followed by Europe and Asia Pacific.
DIS Corporate Image Assessment
The Walt Disney Co.'s brand reputation has seen a decline in the past year, reaching a "fair" rating on the Axios Harris Poll for 2025. Consumers have criticized Disney for pricing concerns. Past political controversies have contributed to earlier reputation declines. The temporary suspension of Jimmy Kimmel Live! led to widespread outrage. Unhappiness among some fans regarding the live-action Snow White remake and criticism following changes in its DEI standards have also impacted the company's reputation.
Ownership
The Walt Disney Co. has a diverse shareholder base, with institutional investors holding a significant majority. The largest institutional shareholders include The Vanguard Group, Inc., BlackRock, Inc., and State Street Corp. Key individual insider shareholders include Christine M. McCarthy, Robert A. Iger (CEO), and Kevin A. Lansberry.
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