Tuesday, September 29, 2026
Via News Knowledge File

The Walt Disney Company

organization80% conf.·synced Aug 13, 2026

Entertainment and media conglomerate

57
sourced metrics
370
relationships
20
stated objectives
0
Via News reports

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Key metrics · each point sourced

Fair Value Estimate Previous
129.23USD
Streaming Operating Income Growth
72percent
Company Age
102years
Consensus Price Target
134.13USD
Direct To Consumer Operating Income
1.3billion_USD
Streaming Advertising Revenue
922million_USD
Direct To Consumer Operating Income Growth
1.2billion_USD
Fair Value Estimate
128.42USD
Stock Price
101.10USD
Apr 10, 2026source
Stock Return 5y
-45.8percent
Apr 1, 2026source
Free Cash Flow
8.6USD
Apr 1, 2026source
Intrinsic Value Per Share
101.97USD
Apr 1, 2026source
Stock Return 1y
9.7percent
Apr 1, 2026source
Stock Return 7d
2.7percent
Apr 1, 2026source
Rsi
29.74index
Mar 24, 2026source
Cost Reduction
5.5billion_USD
Feb 4, 2026source
Interest Expense Net
275000000USD
Feb 2, 2026⚠ sources conflictsource
Income Before Taxes
3700000000USD
Feb 2, 2026source

Stated objectives

Entertainment segment operating income double-digit growth (2H weighted)

source
by 2026-09-30 00:00:00stated

Sports segment operating income low-single digit growth

source
by 2026-09-30 00:00:00stated

Experiences segment operating income high-single digit growth (2H weighted)

source
by 2026-09-30 00:00:00stated

Adjusted EPS double-digit growth

source
by 2026-09-30 00:00:00stated

Cash from operations target of $19B

source
target: 19000000000 by 2026-09-30 00:00:00stated

Stock repurchase program of $7B

source
target: 7000000000 by 2026-09-30 00:00:00stated

Beat market performance in 2026

source
target: outperform S&P 500 by 2026-01-01 00:00:00stated

Grow earnings at double digit pace

source
target: double digit earnings growth by 2026-01-01 00:00:00stated

Direct-to-consumer margin expansion and operational efficiencies

source
target: double-digit EPS growth stated

Fiscal year adjusted EPS target

source
target: 5.85 by 2025-01-01 00:00:00stated

Relationship graph · 370 connections

Developed by
55
subsidiary of
54
Employs
49
Competes with
46
Covered by
25
Owns
15
Invested in
15
licensed from
13
This Knowledge File is assembled from Via News's source-traceable knowledge graph. Metrics, objectives and relationships are extracted from primary and credible secondary documents and refreshed on a schedule. Read our methodology →
What we know · the intelligence behind this page
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What we're seeing
The Agentic Takeover of the CFO's Office
Enterprise finance software vendors—BlackLine, OneStream, Numero AI, and Oracle—are racing to embed autonomous AI agents into core financial operations (close, consolidation, reporting), backed by consolidation M&A (Numero-Royu, BlackLine-WiseLayer), fresh leadership hires, and survey data showing nearly a quarter of CFOs plan to boost AI spending over 50%. Adoption momentum is strong even as at least one bellwether (Oracle) sees its stock lag year-to-date, suggesting the market hasn't yet fully priced in the shift from AI-as-feature to AI-as-agent in finance.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
We flag conflicts openly ›
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