WALT DISNEY (DIS)

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2026 Annual Meeting Analysis

WALT DISNEY · Meeting: March 18, 2026

Policy v1.2medium confidenceView Filing ↗
For informational purposes only. This AI-generated analysis applies a published voting policy to publicly available proxy filings. It does not constitute investment advice, proxy voting advice, or a solicitation of any kind. AI analysis may be incomplete or inaccurate — always review the actual filing and make your own independent decision.

Directors FOR

3

Directors AGAINST

8

Say on Pay

FOR

Auditor

FOR

Director Elections

Election of the eleven (11) Director nominees named in the proxy statement, each for a term of one year.

3 FOR/8 AGAINST

Against Analysis

✗ AGAINST
Mary T. Barra3-year TSR underperformance vs peer group exceeds 35pp threshold: DIS +0.7% vs peer median +68.5%, gap of -67.8ppsitting CEO overboarding check: holds 1 outside board seat (Disney) plus GM — within limit

Ms. Barra has served since 2017, giving her full tenure overlap with the 3-year underperformance period; Disney's stock returned only +0.7% over three years while the company-disclosed peer group returned a median of +68.5%, a gap of -67.8 percentage points that far exceeds the 35-point trigger for directors with low-positive absolute returns, and the 5-year picture is worse (-47.9% for DIS vs. +56.7% peer median, a gap of -104.6pp which also exceeds the threshold), so the 5-year mitigant does not apply.

✗ AGAINST
Amy L. Chang3-year TSR underperformance vs peer group exceeds 35pp threshold: gap of -67.8ppdirector since 2021 — more than 24 months tenure, full trigger applies

Ms. Chang joined in 2021 and has served well beyond the 24-month new-director exemption, giving her meaningful tenure overlap with the underperformance period; the 3-year peer gap of -67.8 percentage points far exceeds the 35-point policy threshold, and the 5-year data (-104.6pp gap) confirms this is sustained underperformance rather than a transient dip, so the 5-year mitigant does not apply.

✗ AGAINST
Carolyn N. Everson3-year TSR underperformance vs peer group exceeds 35pp threshold: gap of -67.8ppdirector since 2022 — more than 24 months tenure, trigger applies

Ms. Everson joined in 2022 and has now served more than 24 months, bringing her within the scope of the TSR trigger; the 3-year peer gap of -67.8 percentage points far exceeds the 35-point threshold, and the 5-year comparison also shows a gap of -104.6pp, confirming sustained underperformance that disqualifies the 5-year mitigant.

✗ AGAINST
Michael B.G. Froman3-year TSR underperformance vs peer group exceeds 35pp threshold: gap of -67.8ppdirector since 2018 — full tenure overlap with underperformance period

Mr. Froman has served since 2018 with full overlap over the 3-year underperformance period; the peer group gap of -67.8 percentage points far exceeds the 35-point policy trigger, and the 5-year gap of -104.6pp means the 5-year mitigant does not apply, indicating persistent long-term underperformance on his watch.

✗ AGAINST
Robert A. Igerexecutive director subject to same TSR trigger as all other directors3-year TSR underperformance vs peer group exceeds 35pp threshold: gap of -67.8ppdirector since 2022 (rejoined) — more than 24 months tenure, trigger applies

As CEO and an executive director, Mr. Iger is subject to the same TSR trigger as all other board members under our policy, independent of the Say on Pay vote; he rejoined the board in 2022 and has now served more than 24 months, giving him meaningful tenure overlap with the underperformance period, and the 3-year peer gap of -67.8pp far exceeds the 35-point threshold — the 5-year gap of -104.6pp also exceeds the threshold, so the 5-year mitigant does not apply.

✗ AGAINST
Maria Elena Lagomasino3-year TSR underperformance vs peer group exceeds 35pp threshold: gap of -67.8ppdirector since 2015 — full tenure overlap with underperformance period

Ms. Lagomasino has served since 2015, giving her the longest tenure overlap with the underperformance period of any director on the slate; the 3-year peer gap of -67.8pp far exceeds the 35-point trigger, and the 5-year gap of -104.6pp confirms sustained underperformance, so the 5-year mitigant does not rescue a FOR vote.

✗ AGAINST
Calvin R. McDonald3-year TSR underperformance vs peer group exceeds 35pp threshold: gap of -67.8ppdirector since 2021 — more than 24 months tenure, full trigger applies

Mr. McDonald joined in 2021 and has served well beyond the 24-month exemption window; the 3-year peer gap of -67.8pp exceeds the 35-point policy threshold, and the 5-year gap of -104.6pp means the 5-year mitigant does not apply, indicating this is not a transient underperformance episode.

✗ AGAINST
Derica W. Rice3-year TSR underperformance vs peer group exceeds 35pp threshold: gap of -67.8ppdirector since 2019 — full tenure overlap with underperformance period

Mr. Rice has served since 2019, covering the full 3-year underperformance period; Disney's stock trailed the company-disclosed peer group by -67.8 percentage points over three years, far exceeding the 35-point trigger, and the 5-year gap of -104.6pp also exceeds the threshold, confirming that sustained underperformance warrants an AGAINST vote.

For Analysis

✓ FOR
D. Jeremy Darrochdirector since 2024 — within 24-month new-director exemption

Mr. Darroch joined the board in 2024 and has served less than 24 months, making him exempt from the TSR underperformance trigger under our policy; he brings relevant media and entertainment expertise as former CEO of Sky, and there are no overboarding, attendance, independence, or qualification concerns.

✓ FOR
James P. Gormandirector since 2024 — within 24-month new-director exemption

Mr. Gorman joined the board in 2024 and has served less than 24 months, placing him within the new-director exemption from the TSR trigger; he brings strong financial, strategic transformation, and succession planning credentials, and there are no overboarding, attendance, independence, or qualification concerns.

✓ FOR
Jeffrey E. Williamsnew nominee — exempt from TSR trigger as first-time nominee

Mr. Williams is a new nominee standing for election for the first time and has no prior board tenure at Disney, making him fully exempt from the TSR underperformance trigger; his background as former COO of Apple brings directly relevant experience in technology, consumer products, and direct-to-consumer strategy, and there are no overboarding, independence, or qualification concerns.

Eight of eleven director nominees receive an AGAINST vote due to Disney's severe 3-year TSR underperformance versus its company-disclosed peer group: Disney returned +0.7% while the peer median returned +68.5%, a gap of -67.8 percentage points that far exceeds the 35-point policy trigger for directors with low-positive absolute returns. The 5-year picture is even worse (-104.6pp gap), so the 5-year mitigant that could downgrade AGAINST votes to FOR does not apply. Three nominees — Jeremy Darroch, James Gorman, and Jeffrey Williams — receive FOR votes because each joined within the past 24 months (Darroch and Gorman) or is a first-time nominee (Williams) and therefore qualifies for the new-director exemption.

Say on Pay

✓ FOR

CEO

Robert A. Iger

Total Comp

$45,842,574

Prior Support

89%%

Disney's CEO pay program is structured with 97% of Mr. Iger's total target compensation classified as variable or at-risk — well above the 50-60% minimum required by our policy — with performance-based stock awards (tied to 3-year relative TSR, adjusted EPS growth, and return on invested capital) comprising 60% of the long-term equity award and stock options comprising most of the remainder, meaning pay is genuinely tied to outcomes rather than guaranteed. Critically, the pay-for-performance alignment check works in the program's favor here: executives have actually forfeited 100% of performance-based stock awards vested in fiscal years 2023, 2024, and 2025 due to TSR underperformance, and awards vesting in fiscal 2026 will also pay out below target — demonstrating that the incentive structure is functioning as designed and executive outcomes are tracking shareholder experience. Prior-year support was 89%, well above the 70% threshold that would require visible remediation, and the compensation committee has made continued enhancements including tightening performance targets and narrowing payout ranges, further supporting a FOR vote.

Auditor Ratification

✓ FOR

Auditor

PricewaterhouseCoopers LLP

Tenure

N/A

Audit Fees

N/A

Non-Audit Fees

N/A

auditor tenure not disclosed in available filing text — cannot confirm tenure trigger; voting FOR per policy (do not assume No)

The proxy filing text provided does not include a fee table with specific audit and non-audit fee figures or a disclosure of PwC's tenure as auditor, so neither the non-audit fee ratio trigger nor the tenure trigger can be confirmed; per our policy, when tenure is not determinable we vote FOR and note the absence of tenure disclosure as a minor negative factor, and PwC is a Big 4 firm fully appropriate for a company of Disney's size and complexity.

Stockholder Proposals

4 proposals submitted by shareholders

Proposal 4

Report on How the Employee Gift-Matching Program May Impact Risks Related to Religious Discrimination Against Employees

✗ AGAINST
Filed by:Dana Tuggle, represented by Bowyer ResearchIdeological — ConservativeDisclosure
Board recommends: AGAINST
ideological filer — Bowyer Research is a politically conservative advocacy organization; proposal serves political/ideological goals rather than neutral fiduciary interests

Bowyer Research is a conservative ideological advocacy organization, and under our policy any proposal from an ideological filer — whether conservative or progressive — is voted AGAINST regardless of how the ask is framed, because such proposals serve political or social advocacy goals rather than the neutral fiduciary interests of all shareholders. Even setting aside the filer identity, the company's opposition statement credibly asserts that the premise of the proposal is factually inaccurate — the current matching gifts program does not exclude religious charities and the quoted policy language cited in the proposal does not appear in the actual program terms — making the requested report unnecessary. There is no prior-year vote history on this proposal to indicate significant shareholder concern.

Proposal 5

Report on the Expected and Potential Return on Investment from Climate Commitments

✗ AGAINST
Filed by:National Center for Public Policy ResearchIdeological — ConservativeDisclosure
Board recommends: AGAINST
ideological filer — National Center for Public Policy Research (NCPPR) is a well-documented conservative ideological advocacy organization; proposal serves political goals rather than neutral fiduciary interests

The National Center for Public Policy Research (NCPPR) is a conservative ideological advocacy organization with a long record of filing politically motivated shareholder proposals, and under our policy such filers are voted AGAINST regardless of how the proposal is framed. The supporting statement makes this motivation clear by citing Trump administration energy officials and arguing against the scientific basis for climate action, signaling that the proposal is advocacy rather than a genuine request for financial transparency. There is no prior-year vote history on this specific proposal to indicate broad shareholder concern.

Proposal 6

Adopt Cumulative Voting for Board Elections

✗ AGAINST
Filed by:National Legal and Policy CenterIdeological — ConservativeGovernance
Board recommends: AGAINST
ideological filer — National Legal and Policy Center is a conservative ideological advocacy organization; proposal serves political goals rather than neutral fiduciary interests

The National Legal and Policy Center is a conservative ideological advocacy organization, and under our policy proposals from ideological filers on either end of the political spectrum are voted AGAINST because they serve advocacy rather than neutral shareholder interests. While cumulative voting is a legitimate governance topic that we would evaluate on the merits if submitted by a credible non-ideological filer, the filer identity here disqualifies the proposal from support under our framework. There is no prior-year vote history on this proposal, and Disney already has in place a majority voting standard in uncontested elections — a widely accepted governance practice — along with proxy access and special meeting rights.

Proposal 7

Independent Review and Report on Accessibility and Disability Inclusion Practices

✗ AGAINST
Filed by:Erik G. PaulOtherDisclosure
Board recommends: AGAINST
individual filer with no established governance track recordcompany credibly asserts it already conducts ongoing review of accessibility practices and provides detailed public disclosurecompany's opposition statement raises factual accuracy concerns about the proposal's supporting statement

Erik G. Paul is an individual filer with no known history of governance-focused shareholder advocacy, so we evaluate this proposal purely on its merits rather than giving it the deference accorded to established governance activists or institutional pension funds. While the ask — an independent review of accessibility and disability inclusion practices — is styled as a disclosure or transparency request (a type of proposal with a lower bar for support), the company credibly responds that it already conducts ongoing internal reviews of these practices, provides detailed public information on its accessibility programs, and has strong governance oversight of inclusion and risk management in this area, making the incremental value of a mandated independent report low. The proposal's supporting statement also contains factual inaccuracies flagged by Disney in its no-action request, which weakens the case for shareholder concern, and there is no prior-year vote history indicating broad investor support.

Actual Vote Results

Meeting held March 18, 2026

View 8-K ↗

Director Elections

Nominee% FORVotes ForWithheld / AgainstResult
Jeffrey E. Williams
99.6%
1.3B5.7M✓ Elected
D. Jeremy Darroch
99.4%
1.3B7.6M✓ Elected
James P. Gorman
99.3%
1.3B9.3M✓ Elected
Calvin R. McDonald
99.2%
1.3B10.7M✓ Elected
Carolyn N. Everson
99.0%
1.3B12.9M✓ Elected
Robert A. Iger
98.6%
1.3B17.5M✓ Elected
Amy L. Chang
98.3%
1.3B21.4M✓ Elected
Michael B.G. Froman
98.2%
1.3B23.2M✓ Elected
Mary T. Barra
97.8%
1.2B28.2M✓ Elected
Derica W. Rice
97.2%
1.2B35.3M✓ Elected
Maria Elena Lagomasino
93.1%
1.2B87.4M✓ Elected

Say on Pay

85.5%

For 1.1B · Against 181.8M · Abstain 3.1M

✓ Passed

Auditor Ratification

93.2%

For 1.4B · Against 99.4M · Abstain 1.9M

✓ Passed

Other Proposals

Proposal 4

Shareholder proposal requesting a report on how the employee gift-matching program may impact risks related to religious discrimination against employees

0.8%
✗ Failed

Proposal 5

Shareholder proposal requesting a report on the expected and potential return on investment from climate commitments

Proposal 6

Shareholder proposal requesting adoption of cumulative voting for Board elections

2.9%
✗ Failed

Proposal 7

Shareholder proposal requesting an independent review and report on accessibility and disability inclusion practices

4.9%
✗ Failed

Overall Assessment

Disney's 2026 annual meeting ballot presents a mixed picture: the Say on Pay vote earns a FOR because the compensation program is genuinely performance-based and executives have actually forfeited the vast majority of their equity awards due to TSR underperformance, demonstrating that pay and shareholder outcomes are aligned. However, eight of eleven director nominees receive AGAINST votes because Disney's stock has lagged its company-disclosed peer group by nearly 68 percentage points over the past three years with no 5-year recovery to apply the mitigant, while all four shareholder proposals are voted AGAINST — three because they were submitted by conservative ideological advocacy organizations and one because the company has credibly addressed the underlying concern.

Filing date: January 22, 2026·Policy v1.2·medium confidence

Compensation Peer Group

18 companies disclosed in 2026 proxy filing

GOOGLAlphabet Inc.
AMZNAmazon.com, Inc.
AAPLApple Inc.
TAT&T Inc.
CHTRCharter Communications, Inc.
CMCSAComcast Corporation
IBMInternational Business Machines Corporation
METAMeta Platforms, Inc.
MSFTMicrosoft Corporation
NFLXNetflix, Inc.
NKENIKE, Inc.
ORCLOracle Corporation
paraParamount Skydance Corporation
CRMSalesforce, Inc.
TMUST-Mobile US, Inc.
UBERUber Technologies, Inc.
VZVerizon Communications Inc.
WBDWarner Bros. Discovery, Inc.