Recent chatter on X about the Walt Disney Company (DIS) has been buzzing with reactions to the company's latest earnings report and stock performance. Many users are focusing on the mixed results, with streaming margins showing improvement and strong U.S. park spending, yet the stock experienced a pullback despite a raised profit outlook. The discussion reflects a tension between optimism for long-term growth and immediate investor caution.
Additionally, posts on X highlight ongoing concerns about strategic challenges, including studio underperformance and the broader shift away from traditional cable revenue streams. Some express confidence in Disney's ability to pivot with cost controls and new partnerships, while others remain skeptical about near-term recovery. This dynamic has kept the conversation lively and polarized as investors weigh the entertainment giant's next moves.
Note: This discussion summary was generated from an AI condensation of post data.
Walt Disney Company Congressional Stock Trading
Members of Congress have traded $DIS stock 10 times in the past 6 months. Of those trades, 1 have been purchases and 9 have been sales.
Here’s a breakdown of recent trading of $DIS stock by members of Congress over the last 6 months:
- REPRESENTATIVE AUGUST PFLUGER sold up to $15,000 on 07/01.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 4 times. They made 1 purchase worth up to $50,000 on 05/08 and 3 sales worth up to $150,000 on 05/12, 04/07, 03/05.
- REPRESENTATIVE ROBERT BRESNAHAN sold up to $15,000 on 04/08.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 04/01.
- REPRESENTATIVE GREG LANDSMAN sold up to $15,000 on 03/27.
- REPRESENTATIVE GEORGE WHITESIDES sold up to $50,000 on 03/24.
- SENATOR JOHN BOOZMAN sold up to $15,000 on 02/13.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Walt Disney Company Insider Trading Activity
Walt Disney Company insiders have traded $DIS stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $DIS stock by insiders over the last 6 months:
- BRENT WOODFORD (EVP, Control, Fin Plan & Tax) sold 1,000 shares for an estimated $110,845
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Walt Disney Company Hedge Fund Activity
We have seen 1,320 institutional investors add shares of Walt Disney Company stock to their portfolio, and 1,745 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC added 34,034,346 shares (+inf%) to their portfolio in Q2 2025, for an estimated $4,220,599,247
- FMR LLC removed 6,680,330 shares (-20.4%) from their portfolio in Q1 2025, for an estimated $659,348,571
- JPMORGAN CHASE & CO added 6,140,938 shares (+21.5%) to their portfolio in Q1 2025, for an estimated $606,110,580
- D. E. SHAW & CO., INC. added 5,164,437 shares (+345.2%) to their portfolio in Q1 2025, for an estimated $509,729,931
- BOSTON PARTNERS added 3,146,450 shares (+83.7%) to their portfolio in Q2 2025, for an estimated $390,191,264
- DIAMOND HILL CAPITAL MANAGEMENT INC added 2,578,004 shares (+1080.7%) to their portfolio in Q1 2025, for an estimated $254,448,994
- SWEDBANK AB removed 2,545,180 shares (-76.3%) from their portfolio in Q2 2025, for an estimated $315,627,771
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Walt Disney Company Analyst Ratings
Wall Street analysts have issued reports on $DIS in the last several months. We have seen 11 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 08/07/2025
- JP Morgan issued a "Overweight" rating on 07/29/2025
- UBS issued a "Buy" rating on 07/16/2025
- Barclays issued a "Overweight" rating on 07/09/2025
- Citigroup issued a "Buy" rating on 07/09/2025
- Jefferies issued a "Buy" rating on 06/30/2025
- Guggenheim issued a "Buy" rating on 06/30/2025
To track analyst ratings and price targets for Walt Disney Company, check out Quiver Quantitative's $DIS forecast page.
Walt Disney Company Price Targets
Multiple analysts have issued price targets for $DIS recently. We have seen 12 analysts offer price targets for $DIS in the last 6 months, with a median target of $140.0.
Here are some recent targets:
- Laura Martin from Needham set a target price of $125.0 on 08/07/2025
- Vijay Jayant from Evercore ISI Group set a target price of $140.0 on 08/04/2025
- Benjamin Swinburne from Morgan Stanley set a target price of $140.0 on 08/04/2025
- Philip Cusick from JP Morgan set a target price of $138.0 on 07/29/2025
- John Hodulik from UBS set a target price of $138.0 on 07/16/2025
- Kannan Venkateshwar from Barclays set a target price of $140.0 on 07/09/2025
- Jason Bazinet from Citigroup set a target price of $140.0 on 07/09/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
