Recent discussions on X about Walt Disney Company (DIS) have centered around the company's stock performance and strategic challenges, particularly following a notable drop in share price to $116.59 after a -2.12% decline in a recent trading session, as reported on financial news platforms. Many users have expressed concern over the company's struggles with streaming profitability and mixed results from film releases, with some pointing to stagnant growth in other business segments. The amusement parks remain a bright spot for some, often highlighted as a key factor keeping the company afloat amidst broader uncertainties.
Additionally, there is a split in opinions on X regarding Disney's future prospects, with some users citing analyst upgrades and raised price targets as reasons for optimism, while others remain skeptical due to ongoing structural issues in the media and entertainment landscape. Posts have also mentioned the competitive pressure in the streaming market, with Disney+ often compared to rivals, though opinions differ on whether it represents a long-term asset or liability. This dynamic conversation reflects a broader uncertainty about how Disney will navigate its next chapter.
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 1,697 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
- 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
- CITADEL ADVISORS LLC removed 2,534,166 shares (-50.9%) from their portfolio in Q1 2025, for an estimated $250,122,184
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:
- JP Morgan issued a "Overweight" rating on 07/29/2025
- UBS issued a "Buy" rating on 07/16/2025
- Citigroup issued a "Buy" rating on 07/09/2025
- Barclays issued a "Overweight" rating on 07/09/2025
- Jefferies issued a "Buy" rating on 06/30/2025
- Guggenheim issued a "Buy" rating on 06/30/2025
- Loop Capital issued a "Buy" rating on 06/10/2025
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 11 analysts offer price targets for $DIS in the last 6 months, with a median target of $138.0.
Here are some recent targets:
- 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
- James Heaney from Jefferies set a target price of $144.0 on 06/30/2025
- Michael Morris from Guggenheim set a target price of $140.0 on 06/30/2025
- Alan Gould from Loop Capital set a target price of $130.0 on 06/10/2025
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.
