As Josh D’Amaro took the reins of Disney from Bob Iger, financial experts are looking at ways the company can improve with new leadership.

Addressing Stock Concerns

In addressing the financial future of The Walt Disney Company, Wall Street analysts are already making suggestions to new CEO D’Amaro. That is because Disney stock is currently underperforming. After rising and then falling a few times in the last year, as of the time of writing, the stock value of Disney is currently almost exactly what it was one year ago.

On March 19, 2025, the stock price high for Disney was $100.96 per share, and so far today it has reached a high of $100.76.

“Since outgoing CEO Bob Iger returned in late 2022 and current CFO Hugh Johnston became CFO in December 2023, Disney shares have underperformed the S&P 500 by 60% and 38%, respectively,” noted Michael Morris, a Wall Street analyst at Guggenheim via Deadline. “While the drivers of relative share weakness are broadly debated, these are opportunities to rebuild investor confidence.” He suggests less focus on partnerships with companies like Epic Games and OpenAI and spending more time on items with “measurable incremental wins from new investments.”

Fellow Wall Street analyst Richard Greenfield at LightShed Partners sees D’Amaro’s tenure as an opportunity to take risks. This would include dividing up Disney’s entertainment offering, splitting linear television away from the company’s streaming and other entertainment endeavors.

D’Amaro’s Goals as CEO

On his first day, D’Amaro told employees that he would keep “creative excellence” at the forefront of Disney. He outlined three particular goals for his tenure as CEO of the company:

• “First, great storytelling and creative excellence will remain our North Star.”
• “Second, we will embrace technology to unlock new possibilities.”
• “Third, we will operate as One Disney.”

In the memo, D’Amaro explained that focusing on creative excellence means the company will continue to “take smart risks, learn quickly, and deliver work that exceeds our audiences’ expectations and our own.” He also noted the importance of keeping the Disney focus on all the pieces of the business working together.

How do you think the new leadership team can improve the stock outlook at Disney? Let us know on social media.

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