DIS
SHORTCONGRESS BUYCONGRESS SELLDISNEY WALT CO
Research: Finviz ↗·Perplexity ↗
🗄 Viewing archived Q1 2026 data — frozen, no longer refreshed.
News Summary
PositiveDisney delivered strong Q2 and Q3 2026 results with EPS beats, raised FY2026 guidance (~12% earnings growth), and robust segment performance (Experiences +10%, Streaming +11%), while successfully integrating NFL assets into ESPN and maintaining market leadership in consumer products. Key leadership transition to Josh D'Amaro as CEO and organizational restructuring appear well-executed, with analyst upgrades supporting positive near-term momentum.
Funds Reducing / Exiting (4)
| Fund | Manager | Shares Held | ∆ Shares | Position Value | % of Fund | QoQ | Status |
|---|---|---|---|---|---|---|---|
| ValueAct Holdings | Mason Morfit | 400K | -2,678,469 | $39M | 5.0% | -87% | Existing |
| Soros Fund Management | Soros Family Office | 11K | -668,063 | $1M | 1.0% | -98% | Existing |
| Maverick Capital | Lee Ainslie | 7K | -703,071 | $1M | 0.9% | -99% | Existing |
| Point72 | Steve Cohen | 0 | −90K | — | <0.1% | -100% | EXITED |
Shares Held reflects quarter-end positions for partial reductions. Funds that fully exited show 0 shares held. ∆ Shares is the change from the prior quarter. % of Fund is the prior-quarter position size — how much of the book was sold down.
Congressional Trading
| Member | Chamber | State | Type | Amount Range | Transaction Date | Filed | Src |
|---|---|---|---|---|---|---|---|
| Mike Kelly | house | PA16 | SELL | $1,001 - $15,000 | 2026-07-17 | 2026-08-12 | ↗ |
| Alan Armstrong | senate | — | BUY | $1,001 - $15,000 | 2026-03-27 | 2026-07-21 | ↗ |
Periodic Transaction Reports filed under the STOCK Act. Amounts are disclosed as ranges, not exact dollar figures.