The Walt Disney Company (NYSE: DIS) is a global entertainment company with businesses spanning streaming, film and television, sports media, theme parks, resorts, cruises, consumer products, and experiences. Its direct-to-consumer portfolio includes Disney+, Hulu, and ESPN’s streaming offerings. On August 6, 2026, Benchmark analyst Mike Hickey reiterated a Buy rating on Disney and maintained a $115 price target.
Disney reported adjusted earnings per share of $2.06 in its latest quarter, above the consensus estimate of $1.86. Revenue increased 6.8% year over year to $25.25 billion, though it was slightly below analysts’ expectations. Streaming profitability and growth in Disney’s Experiences segment remained important elements of the company’s investment case, while international tourism trends and content performance remained risks.
Disney has announced employee-benefit changes that are expected to take effect in 2027. U.S. employees’ spouses who have access to medical coverage through their own employers will generally no longer be eligible for Disney medical coverage, although dental and vision coverage are not affected. Disney also plans to introduce an employee stock-purchase program in late 2027, subject to required approvals.
