Street Calls of the Week
The Walt Disney Company (NYSE:DIS), a $203 billion entertainment giant currently rated with a perfect Piotroski Score of 9 according to InvestingPro, reported on Saturday that it has amended the employment agreement of Sonia L. Coleman, who now holds the title of Senior Executive Vice President and Chief People Officer. The amendment extends Coleman’s contract through June 30, 2028, and adjusts her compensation terms. Based on InvestingPro’s Fair Value analysis, Disney’s stock currently appears undervalued.
According to a press release statement filed with the Securities and Exchange Commission, Coleman’s annual base salary has been increased to $1,000,000, effective September 27, 2025. The amendment also raises her target annual bonus opportunity to 175% of her base salary, beginning with Disney’s fiscal year 2025. In addition, her target long-term equity incentive annual award value is set at 375% of her base salary, starting with the company’s fiscal year 2026. This comes as Disney maintains strong financial health with $94.5 billion in revenue and $19.5 billion in EBITDA over the last twelve months.
Coleman’s previous title was Senior Executive Vice President and Chief Human Resources Officer. The new agreement reflects her updated title and compensation structure.
A copy of the amendment to Coleman’s employment agreement was included as an exhibit in the SEC filing. No other executive changes or financial statements were reported in the document.
In other recent news, Walt Disney is set to report its earnings, with Goldman Sachs reiterating a Buy rating and a price target of $152.00. The investment bank anticipates an earnings per share (EPS) beat, forecasting $1.19 compared to the Visible Alpha consensus of $1.04, driven by strong performance in Direct-to-Consumer EBIT and domestic parks. Meanwhile, Disney is increasing the price of its Disney Plus streaming service, with new rates effective October 21. The ad-supported plan will rise by $2 to $11.99 per month, while the ad-free Premium plan will increase by $3 to $18.99 monthly.
Needham also reiterated its Buy rating on Disney, citing potential strategic changes in the company’s broadcast operations, such as launching simulcasts of ABC content on Hulu. In addition, Disney announced the return of "Jimmy Kimmel Live!" following a suspension due to controversial remarks made on the show. The company emphasized that the decision to suspend production was to avoid further inflaming a tense situation. Federal Communications Commission Chair Brendan Carr clarified that the suspension was related to the show’s ratings performance, not government pressure.
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