Disney Shareholders Investigate Management Breaches of Fiduciary Duties
Written by Emily J. Thompson, Senior Investment Analyst
Source: PRnewswire
Updated: 47 minutes ago
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Source: PRnewswire
- Shareholder Rights Investigation: Halper Sadeh LLC is investigating whether Disney's management breached fiduciary duties, which could impact corporate governance and shareholder rights.
- Legal Relief Options: Long-term Disney shareholders may seek corporate governance reforms, fund recovery, and court-approved financial incentives, aimed at enhancing company transparency and accountability.
- Importance of Participation: Shareholder involvement can improve company policies and oversight mechanisms, thereby increasing shareholder value and enhancing management effectiveness.
- Global Investor Representation: Halper Sadeh LLC represents investors worldwide, focusing on implementing corporate reforms and recovering millions for defrauded investors, showcasing its expertise in securities fraud and corporate misconduct cases.
DIS.N$0.0000%Past 6 months

No Data
Analyst Views on DIS
Wall Street analysts forecast DIS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for DIS is 137.87 USD with a low forecast of 123.00 USD and a high forecast of 152.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
Wall Street analysts forecast DIS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for DIS is 137.87 USD with a low forecast of 123.00 USD and a high forecast of 152.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
Current: 105.470

Current: 105.470

Overweight
maintain
$138
Reason
JPMorgan views the post-earnings selloff yesterday in shares of Disney as overdone. It attributes the pullback to concerns over the parks segment but says the positives in Disney's direct-to-consumer business are underappreciated at current share levels. The 1.5M net additions for Disney+ in the quarter "seemed to go unnoticed," the analyst tells investors in a research note. JPMorgan increased earnings estimates and keeps an Overweight rating on Disney with a $138 price target.
Rosenblatt
Barton Crockett
downgrade
$141 -> $130
Reason
Rosenblatt
Barton Crockett
Rosenblatt analyst Barton Crockett lowered the firm's price target on Disney to $130 from $141 and keeps a Buy rating on the shares, telling investors that Disney's September-ending fiscal Q4 report had "positives and things to ponder." The company's core strength is durable parks, but "one ponderable that caught our attention was a modest but notable deceleration in domestic parks," the analyst added in a post-earnings note.
Outperform
maintain
$140 -> $142
Reason
Evercore ISI analyst Kutgun Maral raised the firm's price target on Disney to $142 from $140 and keeps an Outperform rating on the shares. The company's earnings report "showcased robust performance," with Disney beating EPS expectations and reaffirming its double-digit EPS growth target for the next two years, but shares dipped nearly 8%, largely due to a mix of factors impacting investor sentiment against a backdrop of market volatility, the analyst says. The FY26 outlook remains conservative amid macro uncertainties, but Disney's "strong track record and strategic investments position it well for sustained growth," the analyst contends.
downgrade
$144 -> $136
Reason
Jefferies analyst James Heaney lowered the firm's price target on Disney to $136 from $144 and keeps a Buy rating on the shares. Q4 operating income was in-line with expectations, but "most importantly" so were the FY26 targets, the analyst tells investors. Moving the stock down was likely the fact that both of the company's DTC and cruise plus parks outlooks were second half weighted, adding uncertainly as investors lose subs disclosures, the analyst added.
About DIS
The Walt Disney Company is a diversified worldwide entertainment company. The Company's segments include Entertainment, Sports and Experiences. The Entertainment segment generally encompasses its non-sports focused global film and episodic content production and distribution activities. The lines of business within the Entertainment segment along with their business activities include Linear Networks, Direct-to-Consumer, and Content Sales/Licensing. The Sports segment encompasses its sports-focused global television and direct-to-consumer (DTC) video streaming content production and distribution activities. The lines of business within the Sports segment include ESPN and Star. The Experiences segment includes Parks and Experiences and Consumer Products. Parks and Experiences consists of Walt Disney World Resort in Florida, Disneyland Resort in California, Disney Cruise Line, and others. Consumer Products includes licensing of its trade names, characters, visual, literary and other IP.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.