December 10, 2025 a 05:00 pm
DIS: Analysts Ratings - The Walt Disney Company
The Walt Disney Company continues to be a pivotal player in the entertainment industry with its expansive range of media and theme park assets. Despite fluctuations in analyst ratings, the company maintains a solid brand presence and growth potential through its diverse offerings, including successful franchises and direct-to-consumer streaming services.
Historical Stock Grades
Disney's recent analyst ratings present a cautiously optimistic outlook. With 5 recommendations for Strong Buy and 20 for Buy as of December 2025, the sentiment leans towards a positive market perception. The score bar visualization highlights the overall optimistic sentiment among analysts.
| Rating | Number of Analysts | Score Bar |
|---|---|---|
| Strong Buy | 5 | |
| Buy | 20 | |
| Hold | 5 | |
| Sell | 1 | |
| Strong Sell | 0 |
Sentiment Development
Analyst sentiment over recent months has shown a gradual increase in Hold recommendations, while Buy and Strong Buy ratings have slowly declined.
- Total analyst ratings have remained consistent around the low 30s.
- There has been a notable decrease in Strong Buy recommendations compared to earlier data points in 2024.
- The rise in Hold ratings suggests cautious sentiment as markets assess Disney's strategic direction.
Percentage Trends
While Strong Buy recommendations have diminished, the persistence of Buy ratings reflects underlying confidence in Disney's market position.
- Strong Buy ratings decreased from approximately 33% in early 2024 to about 16% by the end of 2025.
- Buy ratings comprise about 64% of current sentiment, affirming continued investor interest.
- Hold ratings have increased from early 2024's 21% to the current 16% share, signaling a conservative shift.
Overall, investors are displaying more caution with a notable shift towards Hold and a reduction in Strong Buy signals.
Latest Analyst Recommendations
Recent analyst recommendations for Disney remain primarily stable, with major firms maintaining their prior stance. This reflects confidence in current strategic directions.
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-11-14 | Buy | Buy | Guggenheim |
| 2025-11-14 | Outperform | Outperform | Evercore ISI Group |
| 2025-11-14 | Overweight | Overweight | Wells Fargo |
| 2025-11-14 | Buy | Buy | Jefferies |
| 2025-11-13 | Buy | Buy | Needham |
Analyst Recommendations with Change of Opinion
Recent changes in analyst recommendations emphasize a more nuanced view of Disney's potential, with recent upgrades reflecting improved market evaluations.
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-06-30 | Buy | Hold | Jefferies |
| 2025-04-21 | Outperform | Peer Perform | Wolfe Research |
| 2025-01-07 | Buy | Neutral | Redburn Atlantic |
| 2024-10-01 | Market Perform | Outperform | Raymond James |
| 2024-09-30 | Buy | Neutral | Seaport Global |
Interpretation
The assessment of Disney's stocks by analysts reveals a moderately stable yet evolving sentiment. Despite a decrease in Strong Buy recommendations, continued Buy ratings indicate sustained optimism. Recent upgrades point to emerging confidence, yet a subtle rise in Hold ratings suggests cautious strategic adaptation. Overall, analysts exhibit moderate stability with no significant volatility in opinion, balancing between optimism and a prudent market outlook.
Conclusion
The Walt Disney Company remains a robust force in the entertainment sphere, strengthened by its diverse operational segments and global reach. Despite minor fluctuations, analyst sentiment has largely held steady, with a confidence reflected in the prevalence of Buy ratings. Yet, emerging trends toward increased conservatism suggest a market assessing longer-term strategic plays. Analysts continue to value Disney's brand and market foothold while acknowledging potential volatility. Investors should weigh the company's strong fundamentals against the industry's transformative dynamics for informed decision-making moving forward.