After a pinch of fairy dust and a bippidy bobbedy boo, The Walt Disney Company (NYSE: DIS) is on track to have a magical year in 2027. Years of Bob Iger’s turnaround efforts, coupled with the new CEO’s execution, have the company on track to grow, widen margins, drive robust cash flow, and pay a massive capital return.
The massive capital return is an operational factor, as it includes an above-average dividend yield at an ultra-low price and accelerating share buybacks.