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Perlmutter Dumps Disney Shares, Cites Lack of Confidence in Leadership

Perlmutter Dumps Disney Shares, Cites Lack of Confidence in Leadership

珀姆特出售迪士尼股票,称不信恳智能领导能力
Benzinga ·  07/24 09:42

Isaac "Ike" Perlmutter, the former Marvel Entertainment executive and one of Walt Disney Co's (NYSE:DIS) largest independent shareholders for over a decade, has sold his entire stake in the company, the Wall Street Journal reported Tuesday. Disney stock closed lower by 3.4% Tuesday.

《华尔街日报》周二报道,漫威娱乐前高管、沃尔特·迪斯尼公司(纽约证券交易所代码:DIS)十多年来最大的独立股东之一艾萨克· “艾克” · 珀尔穆特已经出售了他在该公司的全部股份。迪士尼股价周二收盘下跌3.4%。

In 2023, Perlmutter teamed up with activist investor Nelson Peltz to campaign for two seats on Disney's board of directors, contributing nearly 26 million shares to Peltz's effort.

2023年,Perlmutter与激进投资者纳尔逊·佩尔茨合作,竞选迪士尼董事会的两个席位,为佩尔茨的努力贡献了近2600万股股票。

In April, Disney shareholders voted overwhelmingly in favor of the company's slate, endorsing CEO Bob Iger and his management team, which resulted in a defeat for Peltz and Perlmutter.

4月,迪士尼股东以压倒性多数投票支持该公司的名单,支持首席执行官鲍勃·艾格及其管理团队,这导致佩尔茨和珀尔穆特失败。

Also Read: Disney Develops Tech to Rival Netflix and Boost Streaming Profits: Report

另请阅读:迪士尼开发可与Netflix竞争的科技并提高流媒体利润:报告

Following the vote, Perlmutter sold his entire position of 25.6 million shares over several months.

投票后,Perlmutter在几个月内出售了其全部2560万股股票。

According to communications with his investment adviser, seen by the WSJ, he executed the sale between early April and mid-July at an average price of just under $115 per share.

《华尔街日报》看到的与投资顾问的沟通显示,他在4月初至7月中旬期间以每股略低于115美元的平均价格执行了出售。

Perlmutter became a significant shareholder in Disney in 2009 when he sold Marvel Entertainment to the company for over $4 billion.

2009年,Perlmutter以超过40亿美元的价格将漫威娱乐出售给了迪士尼公司,成为迪士尼的大股东。

In a WSJ interview, Perlmutter explained his decision to sell, citing a lack of confidence in Disney's current management.

在接受《华尔街日报》采访时,珀尔穆特解释了他的出售决定,理由是对迪士尼现任管理层缺乏信心。

He expressed interest in repurchasing his old stake if Disney's shares fall to $65 to $75 per share.

他表示,如果迪士尼的股价跌至每股65至75美元,他有兴趣回购他的旧股份。

In May, Disney reported second-quarter revenue growth of 1% year-on-year to $22.08 billion, missing the analyst consensus estimate of $22.11 billion.

5月,迪士尼报告第二季度收入同比增长1%,达到220.8亿美元,未达到分析师共识估计的221.1亿美元。

Adjusted EPS of $1.21 beat the analyst consensus estimate of $1.09. Disney+ Core subscribers grew to 117.6 million from 111.3 million a year ago.

调整后的每股收益为1.21美元,超过了分析师普遍预期的1.09美元。迪士尼+ Core的订阅人数从一年前的11130万增长到11760万。

Investors can gain exposure to Disney through SGI US Large Cap Core ETF (NYSE:SGLC) and Global X S&P 500 ESG Covered Call ETF (NYSE:XYLE).

投资者可以通过SGI美国大型股核心ETF(纽约证券交易所代码:SGLC)和环球X标普500指数ESG担保看涨ETF(纽约证券交易所代码:XYLE)获得对迪士尼的敞口。

Price Actions: DIS shares are trading lower by 0.70% at $90.30 at the last check on Wednesday.

价格走势:在周三的最后一次支票中,DIS股价下跌0.70%,至90.30美元。

Also Read: Comcast's Q2 Earnings: Studios And Theme Parks Pull Revenue Lower, Broadband And Video Subs Fall

另请阅读:康卡斯特第二季度收益:工作室和主题公园降低收入,宽带和视频订阅量下降

Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

免责声明:此内容部分是在人工智能工具的帮助下制作的,并由Benzinga的编辑审阅和发布。

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