Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$170.5B
1,737M shares
52-week range
$92.19 – $119.78
35% from low
Sector
SERVICES-MISCELLANEOUS AMUSEMENT & RECREATION
Exchange
NYSE
CS
Disney operates in three global business segments: entertainment, sports, and experiences. Entertainment and experiences both benefit from the firm's ownership of iconic franchises and characters. Entertainment includes the ABC broadcast network, several cable television networks, and the Disney+ and Hulu streaming services. Within the segment, Disney also engages in movie and television production and distribution, with content licensed to movie theaters, other content providers, or, increasingly, kept in-house for use on Disney's own streaming platform and television networks. The sports segment houses the ESPN family of TV networks and streaming services. Experiences contains Disney's theme parks, cruises, and vacation destinations and also engages in merchandise licensing.
www.thewaltdisneycompany.comNo one on the platform currently holds DIS.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-12-31 | 902,700 | $102.7M |
| Bridgewater Associatesas of 2026-03-31 | 23,860 | $2.3M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-06-30 | $0.7500 | 2026-07-22 |
| 2025-12-15 | $0.7500 | 2026-01-15 |
| 2025-06-24 | $0.5000 | 2025-07-23 |
| 2024-12-16 | $0.5000 | 2025-01-16 |
| 2024-07-08 | $0.4500 | 2024-07-25 |
| 2023-12-08 | $0.3000 | 2024-01-10 |
No one on the platform has traded DIS yet.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $101.7B | +7.3% | $6.80 | $6.63–$6.90 | 15.0× | 18 |
| 2027 | $106.1B | +4.4% | $7.45 | $7.16–$7.76 | 13.7× | 18 |
| 2028 | $110.7B | +4.3% | $8.29 | $6.40–$9.41 | 12.3× | 11 |
| 2029 | $115.6B | +4.4% | $9.20 | $8.92–$9.41 | 11.1× | 7 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | $1.86 | $2.06 | +10.8% |
| 2026-05-06 | $1.49 | $1.57 | +5.4% |
| 2026-02-02 | $1.57 | $1.63 | +3.8% |
| 2025-11-13 | $1.05 | $1.11 | +5.7% |
| 2025-08-06 | $1.45 | $1.61 | +11.0% |
| 2025-05-07 | $1.19 | $1.45 | +21.8% |
| 2025-02-05 | $1.45 | $1.76 | +21.4% |
| 2024-11-14 | $1.11 |
| $1.14 |
| +2.7% |
| $156.9B |
| — |
| TMUST-Mobile US, Inc. | $172.66 | -2.57% | $185.2B | — |
| VZVerizon Communications Inc. | $45.90 | -2.10% | $191.6B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$FUBO It's time for shorts to start covering their positions. $FUBO has a formidable CEO at the helm with the trust and backing of $DIS. If you can't see what's about to come in the future then I don't know what to say. For all the bashing thrown at $FUBO bulls over the years I hope that our moment is finally here.
View on StockTwits ↗$dis Disney’s mixed quarterly results were largely well received by Wall Street analysts, as well as investors. “There’s lots to like,” said Morgan Stanley analyst Sean Diffley… “underscores the durability and diversification across the business,” Diffley wrote in a note Wednesday. “Most importantly, the sale of its A+E stake to Hearst underscores that new CEO Josh D’Amaro is willing to take a fresh look at the portfolio and simplify & optimize with a clear move away from linear.” He has an overweight rating and $123 price target on the stock. Wells Fargo & Bank of America both also reiterated their overweight and buy ratings, respectively. “While F3Q revs missed, DIS’s OI & EPS were strong. Parks trends are solid/accel’ing & SVOD [subscription video on demand] is on-track. With guidance reit’d, & conservative, we expect FY′27 ests to inch higher w/ improved confidence,” Wells Fargo analyst Steven Cahall said in a note Wednesday. https://www.cnbc.com/2026/08/04/stock-market-today-live-updates.html?__source=iosappshare%7Ccom.stocktwits.StockTwits.STShareExtension
View on StockTwits ↗How Disney parks are bucking a travel slowdown $dis https://www.cnbc.com/2026/08/05/disney-parks-travel-attendance-revenue.html?__source=iosappshare%7Ccom.stocktwits.StockTwits.STShareExtension
View on StockTwits ↗$DIS $NFLX not sure I agree. Netflix has been poop lately IMO.. Disney/Hulu/HBOMax combo sound lovely.
View on StockTwits ↗$NKE up in sympathy with $DIS maybe? Share many etfs
View on StockTwits ↗Wall Street on Disney earnings: ‘There’s lots to like’ Disney’s mixed quarterly results were largely well received by Wall Street analysts, as well as investors. Shares moved more than 3% higher in afternoon trading. “There’s lots to like,” said Morgan Stanley analyst Sean Diffley. While Disney’s fourth-quarter operating income guidance fell short of Morgan Stanley’s estimate, the company reiterated its full year guidance, he pointed out. That “underscores the durability and diversification across the business,” Diffley wrote in a note Wednesday. “Most importantly, the sale of its A+E stake to Hearst underscores that new CEO Josh D’Amaro is willing to take a fresh look at the portfolio and simplify & optimize with a clear move away from linear.” $DIS
View on StockTwits ↗$DIS $NFLX your acute analysis forgot to highlight that Disney can only dream the variety and quality of content of Netflix. and I don’t think that premieres like Devil Wears Prada 2 (awful movie btw) will be part of a free tier.
View on StockTwits ↗$NFLX does anyone else find it a bit concerning that $DIS is considering a free ad tier version? If that’s the case obviously Netflix would respond by doing the same thing but both company’s will destroy their margins for “growth at any cost” like fuck man at least Disney has parks to lean back on Netflix is fucked
View on StockTwits ↗$TE $CRCL $DIS $QCOM $OUST TE Connectivity supplies advanced electronic components, Circle benefits from stablecoin adoption, Disney leverages streaming and theme parks, Qualcomm benefits from AI-enabled chips, and Ouster expands lidar adoption.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.