Walt Disney Co. (DIS) Buy, Sell or Hold

Walt Disney Co. (DIS)

103.87

-0.02 (0.02%)

as of Jun 18, 2026, 11:45:03 pm Market Open.

575 watching

HOLD

It reports Wednesday. Though it's still early, the report will reflect on returning CEO Bob Iger. But he expects things to return to some normalcy under him. His shares were obliterated by the former CEO, but he sees happier days ahead and is holding on.

TOP PICK

It has been under pressure but the movie business is booming and the theme parks are very popular so they just keep raising prices. It has been losing money in the streaming business, $1 1/2 billion in the last quarter, but that's probably the peak. The streaming business should become profitable in the next couple of years. It is currently costing about $3 per share. He is looking for Disney earnings to double over the couple of years. It owns an incomparable set of franchises. Shares should double over the next few years. Buy 28 Hold 5 Sell 0 (Analysts’ price target is $124.52)

PAST TOP PICK

(A Top Pick Feb 11/22, Down 33%) He sold half at $170. Activist Peltz wants to sell some of the TV networks. He's deciding whether to add to his position. Shares are attractive now after falling a lot in the past year.

COMMENT

He will vote in favour of activist investor Norman Peltz. Disney needs more board oversight and has made mistakes. Blackrock has a big stake in Disney and he supports Blackrock.

DON'T BUY

He always said if it got into the $90s, he'd buy. But as a money manager, he reserves the right to change his mind. With current information, he's not comfortable. Management change. Streaming is a profit challenge. He'll watch it. Needs a lot more confidence before he'd buy.

STRONG BUY

A great company. Has come down a lot due to Covid, a new CEO and streaming losses. He owns this because of their content which extend to theme parts, stores, products and not just its streamer. The new CEO will revive things on the creative side. As travel expands, people will go to theme parks, especially China. Their subscription numbers are good, will improve and their losses will slow.

BUY

For a beginner's TFSA. Nobody likes DIS, it's sold off 50%. But everyone still gets excited about Disney. Will be a good turnaround.

BUY

Strongest turnaround story in 2023 Disney is most likely to turn around. Shares are now at pandemic lows. Yes, there are headwinds, but Disney won't face the same pressure as during the pandemic. Also, theme park revenue will probably go higher. Third, Bob Iger has returned as CEO, a superb operator. Four, Disney will be releasing several blockbusters. Five, China will reopen and open a huge source of revenue.

HOLD

It was a disaster under its former CEO, but he has faith in the returning CEO turning things around. Their franchises--Marvel, Star Wars and Disney itself--are the best and powerful. He's holding on, has faith. The shares have fallen so much, they're too cheap to ignore.

PAST TOP PICK

(A Top Pick Dec 10/21, Down 44%) Great brand. Lots of work to do. 40-45% of revenue still comes from the parks, should see better numbers in 2023. Needs to increase pricing on Disney+, great library of content. ESPN and regular TV have been big drags. 20th Century Fox acquisition needs cost tightening.

COMMENT

He doesn't like it. It has broken support on a five year chart and is maybe oversold but hasn't formed a base yet. Could be sold for tax loss purposes

BUY

Very strong brand, but change in management has created problems. Covid-19 pandemic very hard on company. Disney + streaming business has hundreds of millions of customers. Investing heavily in new content for streaming. $33 billion investment in new programming will be fruitful. Strong legacy content.

BUY

Always resisted the idea of the superstar CEO, but in this case they might be right. Fan of the new guy. The last one was a disaster. Big comeback from Covid in live concerts, parks, and cruises. Streaming has a vast library. Looks cheap. A lot of moving parts.

TRADE

Down 38%. New-old CEO brings lots of experience to effect an operational turnaround. Parks business is OK, China is opening up. Real challenge is the media business, costs are increasing, on track to lose 4B this year and 2-3B in 2023. Transitioning ESPN from cable to streaming is also a challenge. High quality, great brands. Somewhat attractive at current levels, but not tons of upside. (Analysts’ price target is $129.00)

TOP PICK

Gaining market share in direct-to-consumer streaming. Trouble making Disney+ profitable, but the old-new CEO should change things around. Parks and resorts should improve. Studio segment looks pretty good. Down 50% from highs, compelling value. No dividend. (Analysts’ price target is $130.97)

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