Market Cap
$181.1B
DIS
Walt Disney Co
$102.19 ▲ +0.85%
Prev close $101.33Market cap$181.1B
ConsensusStrong Buy
12-mo target$126.61 (+23.9%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)32 New Institutional Positions18 Institutional ExitsCongressional Activity (1) Streaming & Digital Media
Snapshot
The big-picture read on DIS right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (89%)
Inst. Holders
50 funds
Inst. Value
$94.6B
Inst. Activity
32 buys / 18 sells
Insider Activity
$0.00 buy / $1.5M sell
Insider Net $
-$1.5M
Social Sentiment
54° Neutral
SEC Reports
8
Congressional
4 trades
Price chart 30d -4.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 Insider
Chang Amy was granted 1,005.7 shares
Director @ $104.88 ($105.5K)
Sep 30, 2026 Insider
MCDONALD CALVIN was granted 1,005.7 shares
Director @ $104.88 ($105.5K)
Sep 30, 2026 Insider
Barra Mary T was granted 1,174.3 shares
Director @ $104.88 ($123.2K)
Sep 25, 2026 short_volume
Aug 20, 2026 SEC Short Volume: DIS — 57.5% short (1.4M / 2.4M)
Short: 1,385,588 | Exempt: 3,455 | TRF Vol: 2,408,322 | Short Ratio: 57.5% | Off-exchange volume (da
Two Disney insiders (EVP Brent Woodford and Sr EVP Paul Roeder) sold a combined $1.14M in open-market sales over a 5-day
CLUSTER — Impact 2/10
EVP, Control, Financial Planning & Tax Brent Woodford filed Form 144 to sell 7,238 shares of Disney common stock, valued
144 — Impact 2/10
Aug 10, 2026 Congress
Jul 13, 2026 SEC Kevin Hern sell
$15,001 - $50,000 — House
Benchmark initiates DIS at Buy — PT $115 (+20.3%)
ANALYST-UPGRADE — Impact 3/10
Analyst ratings buy % +7.2%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
89% rate it Buy or better · 38 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 28, 2026 | Guggenheim | REITERATE | Buy | 52% |
| Aug 6, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 6, 2026 | Argus Research | REITERATE | Buy | 54% |
| Aug 6, 2026 | Benchmark | REITERATE | Buy | 54% |
| Aug 6, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 6, 2026 | Guggenheim | REITERATE | Buy | 52% |
| Aug 6, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Jul 29, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 20, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 14, 2026 | Barclays | MAINTAIN | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 11 | 23 | 3 | 1 | 0 | 89% | |
| Aug 1, 2026 | 11 | 22 | 3 | 1 | 0 | 89% | |
| Jul 1, 2026 | 11 | 21 | 3 | 1 | 0 | 89% | |
| Jun 1, 2026 | 11 | 21 | 3 | 1 | 0 | 89% | |
| May 1, 2026 | 11 | 20 | 5 | 1 | 0 | 84% | |
| Apr 1, 2026 | 11 | 19 | 6 | 1 | 0 | 81% | |
| Mar 1, 2026 | 11 | 20 | 6 | 1 | 0 | 82% | |
| Feb 1, 2026 | 11 | 18 | 7 | 1 | 0 | 78% |
Price targets
Where 32 covering analysts think DIS trades over the next 12 months.
$126.61 +23.9% upside Strong Buy
Current$102.19 Low$88.00 Median$127.50 High$144.00 32 analysts
$88.00$144.00
Analyst rating Strong Buy· 1.5/5 as of Oct 2, 2026
Social media sentiment mood -33.3%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
54°
Neutral
BearishNeutralBullish
Recent posts
finally sold a stock i'd been holding since 2019, what i learnt
▲ 1 · 💬 5· ⚡ 0.5
With most 13Fs released, here are superinvestors' top 10 buys from Q2
▲ 1 · 💬 5· ⚡ 0.5
Mario vs Mickey? NTDOY vs DIS
▲ 1 · 💬 4· ⚡ 0.5
DIS $95 when May 5 earnings had it jump from $100 to $105?
▲ 1 · 💬 0· ⚡ 0.5
Turning $40,000 to $400,000
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
8 SEC filing reports analyzed · 2 bullish, 0 bearish, 2 mixed, 4 neutral · avg impact 4.3/10.
BULLISHANALYST-UPGRADE3/10
Benchmark initiates DIS at Buy — PT $115 (+20.3%)
Jul 13, 2026
NEUTRALCLUSTER2/10
Two Disney insiders (EVP Brent Woodford and Sr EVP Paul Roeder) sold a combined $1.14M in open-marke
Aug 20, 2026
NEUTRAL1442/10
EVP, Control, Financial Planning & Tax Brent Woodford filed Form 144 to sell 7,238 shares of Disney
Aug 14, 2026
MIXED8-K6/10
Disney reported fiscal Q3 2026 adjusted EPS of $2.06, beating the $1.85 consensus by 11.1%, on reven
Aug 5, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 25, 2026
short_volume
Short Volume: DIS — 57.5% short (1.4M / 2.4M)
Short: 1,385,588 | Exempt: 3,455 | TRF Vol: 2,408,322 | Short Ratio: 57.5% | Off-exchange volume (dark pool + OTC)
Sep 16, 2026
short_volume
Short Volume: DIS — 55.8% short (1.7M / 3.0M)
Short: 1,693,959 | Exempt: 19,236 | TRF Vol: 3,035,936 | Short Ratio: 55.8% | Off-exchange volume (dark pool + OTC)
Sep 14, 2026
ftd
FTD: DIS — 1,057 shares ($0.1M) failed to deliver
Settlement: 20260914, Price: $106.55, FTD Value: $112,623.35, WALT DISNEY CO-DISNEY COMMON
Sep 11, 2026
ftd
FTD: DIS — 9,869 shares ($1.0M) failed to deliver
Settlement: 20260911, Price: $105.82, FTD Value: $1,044,337.58, WALT DISNEY CO-DISNEY COMMON
Sep 9, 2026
ftd
FTD: DIS — 5,509 shares ($0.6M) failed to deliver
Settlement: 20260909, Price: $105.06, FTD Value: $578,775.54, WALT DISNEY CO-DISNEY COMMON
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.69 | $1.56–$1.93 | 52.6% | +0.7% | 4↑ 16↓ | $25.2B | 23 |
| Next Q | $1.95 | $1.77–$2.18 | 19.4% | +2.8% | 2↑ 6↓ | $27.6B | 10 |
| Current FY | $6.93 | $6.71–$7.19 | 16.9% | +0.4% | 21↑ 3↓ | $101.5B | 29 |
| Next FY | $7.49 | $7.09–$7.76 | 8.0% | +0.2% | 10↑ 13↓ | $106.1B | 29 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.694 | — |
| 7d ago | $1.683 | +0.011 |
| 30d ago | $1.682 | +0.012 |
| 60d ago | $1.765 | -0.071 |
| 90d ago | $1.784 | -0.090 |
Institutional ownership
Which big funds own DIS (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $94.6B total value (981,002,151 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 136,882,993 | $13.2B | 13.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 113,429,755 | $10.9B | 11.5% | — |
| STATE STREET CORP | 83,495,399 | $8.1B | 8.6% | — |
| JPMORGAN CHASE & CO | 75,807,759 | $7.5B | 7.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 41,318,206 | $4.0B | 4.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 36,764,336 | $3.5B | 3.7% | — |
| MORGAN STANLEY | 34,495,232 | $3.3B | 3.5% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 31,986,559 | $3.1B | 3.3% | — |
| FMR LLC | 25,391,170 | $2.4B | 2.6% | — |
| NORGES BANK | 20,249,669 | $1.9B | 2.1% | NEW |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 20,249,669 | — | $1.9B |
| Sanders Capital, LLC | NEW | — | 13,780,700 | — | $1.3B |
| Boston Partners | ADD | 8,462,668 | 10,599,416 | +25.2% | $1.0B |
| GOLDMAN SACHS GROUP INC | ADD | 7,650,984 | 10,012,272 | +30.9% | $963.7M |
| VIKING GLOBAL INVESTORS LP | TRIM | 13,298,462 | 7,158,406 | -46.2% | $689.0M |
| Amundi | TRIM | 11,349,651 | 6,862,995 | -39.5% | $660.6M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 2,098,198 | 3,955,285 | +88.5% | $380.7M |
| CANADA PENSION PLAN INVESTMENT BOARD | ADD | 2,363,211 | 3,731,976 | +57.9% | $359.2M |
| PRUDENTIAL FINANCIAL INC | ADD | 1,955,501 | 2,489,976 | +27.3% | $239.7M |
| NATIONAL BANK OF CANADA /FI/ | ADD | 1,513,251 | 2,417,056 | +59.7% | $232.7M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
13 insiders, 50 transactions. Net -$1.5M — $0.00 bought, $1.5M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Chang Amy | Director | AWARD | 1,005.7 | $104.88 | $105.5K |
| Sep 30, 2026 | MCDONALD CALVIN | Director | AWARD | 1,005.7 | $104.88 | $105.5K |
| Sep 30, 2026 | Barra Mary T | Director | AWARD | 1,174.3 | $104.88 | $123.2K |
| Sep 30, 2026 | GORMAN JAMES P | Director | AWARD | 1,386.1 | $104.88 | $145.4K |
| Sep 30, 2026 | LAGOMASINO MARIA ELENA | Director | AWARD | 1,166.7 | $104.88 | $122.4K |
| Sep 30, 2026 | Everson Carolyn | Director | AWARD | 994.7 | $104.88 | $104.3K |
| Sep 30, 2026 | Froman Michael B. G. | Director | AWARD | 1,003.4 | $104.88 | $105.2K |
| Sep 30, 2026 | WILLIAMS JEFFREY E | Director | AWARD | 924.7 | $104.88 | $97.0K |
| Sep 30, 2026 | Darroch Jeremy | Director | TAX W/H | 122.438 | $105.65 | $12.9K |
| Sep 30, 2026 | Rice Derica W | Director | AWARD | 1,152.3 | $104.88 | $120.9K |
Congressional trades
DIS trades disclosed by members of Congress, with disclosure delay.
4 members · 3 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 10, 2026 | Kevin Hern | R | HOUSE | SELL | $15,001 - $50,000 | The Walt Disney Co | Sep 2, 2026(24d) |
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | The Walt Disney Co | May 13, 2026(31d) |
| Jan 9, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | The Walt Disney Co | Feb 16, 2026(39d) |
| Jan 8, 2026 | John Boozman | R | SENATE | BUY | $1,001 - $15,000 | The Walt Disney Co | Feb 15, 2026(39d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for DIS.
Shares short
19,636,901
Settlement Sep 15, 2026
Change vs prior
-4.8%
Semi-monthly cycle
Days to cover
2.7
At avg daily volume
Of shares outstanding
≈1.1%
Estimate — not % of float
All DIS filing & press-release reports (8)
- Benchmark initiates DIS at Buy — PT $115 (+20.3%)Jul 13, 2026
- CLUSTER reportAug 20, 2026
- 144 reportAug 14, 2026
- 8-K reportAug 5, 2026
- INST-CLUSTER reportJun 14, 2026
- 8-K reportMay 6, 2026
- INST-CLUSTER reportFeb 28, 2026
- 8-K reportFeb 24, 2026