News The Walt Disney Company Board of Directors Extends Robert A. Iger’s Contract as CEO Through 2026

[HauntedPirate]

This is what I see as of March '23 for top five


View attachment 761494

No idea where that information is coming from, but it's wrong. This is from Yahoo Finance:

Holder	Shares	Date Reported	% Out	Value
Vanguard Group Inc	149,887,754	Sep 29, 2023	8.19%	13,737,212,882
Blackrock Inc.	118,691,454	Sep 29, 2023	6.48%	10,878,071,940
State Street Corporation	72,607,200	Sep 29, 2023	3.97%	6,654,449,990
Morgan Stanley	44,318,444	Sep 29, 2023	2.42%	4,061,785,460
Geode Capital Management, LLC	33,935,205	Sep 29, 2023	1.85%	3,110,161,590
State Farm Mutual Automobile Insurance Co	33,613,312	Sep 29, 2023	1.84%	3,080,660,096
Trian Fund Management, LP	32,868,307	Sep 29, 2023	1.80%	3,012,380,386
Northern Trust Corporation	24,859,476	Sep 29, 2023	1.36%	2,278,371,013
Bank Of New York Mellon Corporation	20,776,815	Sep 29, 2023	1.14%	1,904,195,126
Bank of America Corporation	16,565,826	Sep 29, 2023	0.91%	1,518,257,978

 

[HauntedPirate]

Kim Masters of the Hollywood Reporter reports that Perlmutter and Peltz want Rasulo to replace Iger as CEO.

I laugh but the mere thought of that makes me want to vomit.

 

[Disstevefan1]

Kim Masters of the Hollywood Reporter reports that Perlmutter and Peltz want Rasulo to replace Iger as CEO.

Never gonna happen...

 

[MisterPenguin]

1.8B, what's the point?

This...

Shareholder	Number of Shares	% of all shares
State Street Corporation	50 million	2.8%​
Vanguard Group	45 million	2.5%​
BlackRock	40 million	2.2%​
Berkshire Hathaway	35 million	1.9%​
Peltz + Perlmutter	32 million	1.8%​
Capital Research	30 million	1.7%​

 

[Serpico Jones]

What is complicating things is that Balckwells has also nominated several people to the board who are unknowns to Disney shareholders while Rasulo is very well known and liked internally. Disney wants nothing to do with Blackwells nominees either.

 

[Trauma]

Let’s have some fun shall we

Return on Capitol: 1.94% ( Embarrassing )

EPS: 31.19% over last 5 years

Net Income: 28.50%

Free cash flow : 13.01%


The Walt Disney Company

Courtesy of Bob Iger

 

[lazyboy97o]

What is complicating things is that Balckwells has also nominated several people to the board who are unknowns to Disney shareholders while Rasulo is very well known and liked internally. Disney wants nothing to do with Blackwells nominees either.

Who likes Rasulo? The execs at Crayola?

 

[Lilofan]

Let’s have some fun shall we

Return on Capitol: 1.94% ( Embarrassing )

EPS: 31.19% over last 5 years

Net Income: 28.50%

Free cash flow : 13.01%


The Walt Disney Company

Courtesy of Bob Iger

And still the Board gives Bob full support. During Q&A with Bob and shareholders at annual meeting , still waiting for the tough questions posed to him.

 

[Trauma]

And still the Board gives Bob full support. During Q&A with Bob and shareholders at annual meeting , still waiting for the tough questions posed to him.

It’s a puppet board.

 

[JoeCamel]

No idea where that information is coming from, but it's wrong. This is from Yahoo Finance:

Holder	Shares	Date Reported	% Out	Value
Vanguard Group Inc	149,887,754	Sep 29, 2023	8.19%	13,737,212,882
Blackrock Inc.	118,691,454	Sep 29, 2023	6.48%	10,878,071,940
State Street Corporation	72,607,200	Sep 29, 2023	3.97%	6,654,449,990
Morgan Stanley	44,318,444	Sep 29, 2023	2.42%	4,061,785,460
Geode Capital Management, LLC	33,935,205	Sep 29, 2023	1.85%	3,110,161,590
State Farm Mutual Automobile Insurance Co	33,613,312	Sep 29, 2023	1.84%	3,080,660,096
Trian Fund Management, LP	32,868,307	Sep 29, 2023	1.80%	3,012,380,386
Northern Trust Corporation	24,859,476	Sep 29, 2023	1.36%	2,278,371,013
Bank Of New York Mellon Corporation	20,776,815	Sep 29, 2023	1.14%	1,904,195,126
Bank of America Corporation	16,565,826	Sep 29, 2023	0.91%	1,518,257,978

From here

Who Owns The Most Disney Stock? (2023)

Discover who holds the crown as the ultimate Disney shareholder. Uncover the hidden power players behind the magic kingdom!

wealthyeducation.com

Maybe don't buy their classes?

 

[Lilofan]

It’s a puppet board.

Even Chapek shortly before he was fired, met with the shareholders who were wined dined and stayed at the most luxurious resort at WDW - Four Seasons WDW. FS makes the Grand Floridian look like a Sheraton.

 

[Trauma]

Even Chapek shortly before he was fired, met with the shareholders who were wined dined and stayed at the most luxurious resort at WDW - Four Seasons WDW. FS makes the Grand Floridian look like a Sheraton.

What are you trying to say about the super lavish magical Disney Deluxe Resorts?

You can be part of the magic!!

 

[Serpico Jones]

Who likes Rasulo? The execs at Crayola?

Perlmutter was reportedly furious when Rasulo was passed over in 2015.

 

[JoeCamel]

Perlmutter was reportedly furious when Rasulo was passed over in 2015.

What does Jay have on Ike?

 

[lazyboy97o]

Perlmutter was reportedly furious when Rasulo was passed over in 2015.

Not a ringing endorsement.

 

[Animaniac93-98]

Might as well nominate Meg Crofton, Paul Pressler or Cynthia Harris.

 

[Lilofan]

What are you trying to say about the super lavish magical Disney Deluxe Resorts?

You can be part of the magic!!

Not only is Four Seasons superior in many ways, the shareholders won't be running into unhappy cast members. Four Seasons at WDW is third party staff.

 

[Sirwalterraleigh]

Not only is Four Seasons superior in many ways, the shareholders won't be running into unhappy cast members. Four Seasons at WDW is third party staff.

Four seasons was taken private years ago by bill gates and others because they didn’t like “market forces” affecting quality

…wish I could think of an entertainment conglomerate that needs the exact same treatment?

 

[Sirwalterraleigh]

This...

Shareholder	Number of Shares	% of all shares
State Street Corporation	50 million	2.8%​
Vanguard Group	45 million	2.5%​
BlackRock	40 million	2.2%​
Berkshire Hathaway	35 million	1.9%​
Peltz + Perlmutter	32 million	1.8%​
Capital Research	30 million	1.7%​

It was suspected black rock would go with Peltz in January 2023…and vanguard may have followed.

If that happens now…guess who gets fired?

They are not making any money off it…it’s really a simple concept here

 

[Disney Analyst]

If you think Iger is bad… imagine Jay as CEO. Yikes!