Key Stats for Disney Stock
- Price change for Disney stock in the last 6 months: 6%
- $DIS Stock Price as of Oct. 2: $102
- 52-Week High: $117
- $DIS Stock Price Target: $127
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What Happened?
Disney (DIS) agreed to license a group of movies and TV shows to Netflix. The companies announced the deal on Friday.
Here is what Netflix gets:
- The first two seasons of “Percy Jackson and the Olympians.” They stream globally from October 4 for three months.
- All five “Ice Age” films, also for three months. This comes ahead of “Ice Age: Boiling Point” hitting theaters early next year.
- The “Will Trent” series.
- Disney and Pixar films like “Soul,” “Elio,” and “Raya and the Last Dragon.” These arrive globally in early 2027, with launch dates and regions varying.
Disney says its Disney-branded titles largely stay exclusive to its own streaming platforms and TV channels.
Netflix has been adding to its library through licensing. In July, it struck a deal with AMC Global Media to bring “The Walking Dead” to its platform.
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What the Market Is Telling Us About Disney Stock
This deal looks like a small, short-term licensing move. It doesn’t change Disney’s streaming plan.
On the August earnings call, CEO Josh D’Amaro said Disney does license some content to third parties.
But he said leaving direct-to-consumer streaming for licensing alone would likely hurt the company strategically and financially. Licensing, he said, is a lumpy business.
The Netflix deal fits that view. Most titles are on short windows. The big Disney brands stay home.
Disney stock also has solid numbers behind it. Last quarter, total revenue grew 7%. Segment operating income rose 21%.
Streaming posted a 13% operating margin, and management expects double-digit margins for the full year, excluding the 53rd week.
The parks are doing the heavy lifting. Experiences revenue hit $10 billion, up 10%. Global guests rose 4%.
Disney is also returning cash. It now plans at least $9 billion in share buybacks this year, up from $7 billion earlier. That is good news for anyone watching Disney stock.
Management also says Disney+ will keep growing into a bigger ecosystem. That includes games and merchandise. The first pieces are due in spring 2027.
For investors, the takeaway is simple. Licensing older titles can bring in extra cash. But Disney stock will likely move more on parks growth, streaming margins, and the next big film slate.
How much Disney stock reacts to this news will depend on whether more licensing deals follow.
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So what is Disney stock actually worth?
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
