FY2026 EPS Estimates for Walt Disney Increased by Analyst

Posted by George Bondi on May 19th, 2026

The Walt Disney Company (NYSE:DIS – Free Report) – Equities research analysts at Erste Group Bank raised their FY2026 earnings estimates for Walt Disney in a research report issued on Friday, May 15th. Erste Group Bank analyst S. Lingnau now forecasts that the entertainment giant will post earnings of $6.86 per share for the year, up from their prior estimate of $6.63. The consensus estimate for Walt Disney’s current full-year earnings is $6.82 per share.

A number of other analysts have also issued reports on DIS. Barclays lifted their price target on shares of Walt Disney from $130.00 to $135.00 and gave the stock an “overweight” rating in a research note on Thursday, May 7th. Guggenheim lifted their price target on shares of Walt Disney from $115.00 to $120.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. UBS Group restated a “mixed” rating on shares of Walt Disney in a research note on Monday, February 2nd. Phillip Securities upgraded shares of Walt Disney from a “moderate buy” rating to a “strong-buy” rating in a research note on Monday, May 11th. Finally, Weiss Ratings lowered shares of Walt Disney from a “hold (c+)” rating to a “hold (c)” rating in a research note on Wednesday, May 13th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $134.47.

Check Out Our Latest Stock Analysis on Walt Disney

Walt Disney Stock Up 1.2%

Shares of NYSE:DIS opened at $103.91 on Tuesday. The company has a current ratio of 0.68, a quick ratio of 0.62 and a debt-to-equity ratio of 0.33. The company has a fifty day simple moving average of $100.99 and a 200 day simple moving average of $106.26. The firm has a market cap of $180.44 billion, a PE ratio of 16.60, a price-to-earnings-growth ratio of 1.35 and a beta of 1.41. Walt Disney has a 12-month low of $92.18 and a 12-month high of $124.69.

Walt Disney (NYSE:DIS – Get Free Report) last issued its quarterly earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.49 by $0.08. The business had revenue of $25.17 billion during the quarter, compared to analyst estimates of $24.87 billion. Walt Disney had a net margin of 11.54% and a return on equity of 8.92%. The business’s revenue was up 6.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.45 earnings per share. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS.

Hedge Funds Weigh In On Walt Disney

A number of hedge funds have recently added to or reduced their stakes in the business. Vanguard Group Inc. boosted its holdings in Walt Disney by 0.8% in the fourth quarter. Vanguard Group Inc. now owns 159,342,154 shares of the entertainment giant’s stock worth $18,128,357,000 after purchasing an additional 1,220,207 shares during the period. State Street Corp boosted its holdings in Walt Disney by 2.3% in the fourth quarter. State Street Corp now owns 83,873,646 shares of the entertainment giant’s stock worth $9,604,567,000 after purchasing an additional 1,853,897 shares during the period. Geode Capital Management LLC boosted its holdings in Walt Disney by 3.5% in the fourth quarter. Geode Capital Management LLC now owns 40,588,604 shares of the entertainment giant’s stock worth $4,597,804,000 after purchasing an additional 1,361,888 shares during the period. J. Stern & Co. LLP boosted its holdings in Walt Disney by 9,060.1% in the fourth quarter. J. Stern & Co. LLP now owns 38,135,363 shares of the entertainment giant’s stock worth $4,338,660,000 after purchasing an additional 37,719,041 shares during the period. Finally, Norges Bank acquired a new position in Walt Disney in the fourth quarter worth $2,388,278,000. Institutional investors and hedge funds own 65.71% of the company’s stock.

Trending Headlines about Walt Disney

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

Positive Sentiment: Disney unveiled its “Blockbuster Summer” campaign, highlighting major upcoming releases like The Mandalorian and Grogu and Toy Story 5, which reinforces the company’s near-term box office and merchandising pipeline. Disney announces ‘Disney Blockbuster Summer’ with ‘The Mandalorian and Grogu’ and ‘Toy Story 5’
Positive Sentiment: Disney and Blue Star Families hosted a large military-family event at the Library of Congress, another example of the company strengthening its public image and community ties. Blue Star Families and The Walt Disney Company Bring Disney Magic to Local Military Kids and Families in Celebration of America’s 250th Anniversary
Positive Sentiment: Analyst commentary remained upbeat, with Wells Fargo reiterating an Overweight view and saying DIS still has meaningful upside potential, which can support investor sentiment. Disney (DIS) Still Has Significant Upside Potential, Says Wells Fargo
Positive Sentiment: Disney named Joe Schott as the new Walt Disney World president, a leadership move that signals continuity at a key profit center for the company. Walt Disney World’s new president started as Jungle Cruise skipper
Neutral Sentiment: Disney’s latest earnings-call transcript circulated in the market, but it did not add fresh material beyond the company’s already reported results and guidance. The Walt Disney Company (DIS) Q2 2026 Earnings Call Prepared Remarks Transcript
Negative Sentiment: JioStar sued Zee in India over alleged unauthorized broadcasting, underscoring legal and content-rights risks in a market that remains strategically important for Disney’s international growth. JioStar Sues Zee As Disney Tests Content Protection In India

Walt Disney Company Profile

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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.