DIS at a glance
Walt Disney Company (The) (DIS, SEC CIK 1744489) filed its latest 10-K annual report on November 13, 2025, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 5, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended September 27, 2025 (FY2025), Walt Disney Company (The) (DIS) reported revenue of $94.4 billion (up 3.4% from FY2024) and net income of $12.4 billion. Diluted EPS was $6.85.
- As of June 30, 2026, 69 institutional investment managers tracked by SignalX reported holding Walt Disney Company (The) (DIS) shares worth $64.3 billion in 13F-HR filings.
- In the last 90 days, DIS insiders reported 0 open-market purchases ($0) and 3 open-market sales ($1.5M) on Form 4, a net sale of $1.5M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $94.4B
- +3.4% vs prior year
- Insiders · 90 days
- 0 buys · 3 sells
- Net −$1.5M
- 13F holders
- 69 funds
- $64.3B · −2 vs prior quarter
- Latest 8-K
- Aug 5, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Sep 27, 2025
Management Discussion & Analysis
- Revenue $94.4B, up 3% ($3.1B); net income $12.4B vs $5.0B, EPS $6.85 vs $2.72 driven by tax rate and operating income improvements
- Operating margin approx. 20.7% ($19.6B operating income on $94.4B revenue) vs prior year margin approx. 12.8% ($11.7B op income on $91.3B)
- Best segment: Experiences revenue $36.2B (+6%), operating income $10.0B (+8%)
- Worst segment: Entertainment Linear Networks revenue $9.4B (-12%), op income $2.96B (-14%) due to Star India impact and lower ad/affiliate fees
- Operating cash impacted by $819M impairments; capital allocation includes $1.6B amortization, no explicit buyback/dividend figures disclosed
- Management highlights Hulu transaction tax benefit, restructuring charges reduced 77%, key risk from Star India Transaction earnings impact and FX effects
Business Overview
- Core business model: Global entertainment and media content creation with extensive owned and leased real estate assets
- Emphasis on diversified property uses supporting Corporate, Entertainment, Experiences, and Sports segments across multiple international locations
- Continued geographic expansion with substantial facilities in USA, Canada, Europe, Asia, Australia, and Latin America
- Owned real estate footprint includes 182 acres and over 4.7 million sq ft in Burbank area alone
- Significant leasing of properties to third-party tenants, including 240,000 sq ft in Burbank and 676,000 sq ft in New York
Risk Factors
- Legal risk from uncertain outcomes in ongoing litigations potentially materially affecting results; estimates developed with outside counsel (Note 14)
- Macroeconomic impact via discount rate increase to 5.45% (from 5.06%) raises pension obligations by $2.1B at fiscal 2025 year-end
- Content amortization and impairment risks sensitive to theatrical performance and TV ratings with variable revenue estimates impacting expense timing
- Market disruption from bundled DTC offerings with average revenue per subscriber diluted via wholesale arrangements in 150+ countries
- Financial risk from $36.3B noncurrent liabilities at fiscal 2025 with net loss of $2.7B attributable to TWDC shareholders reflecting structural pressure
AI summary of the DIS 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 27, 2026
Management Discussion & Analysis
- Revenue $25.2B, up 7% YoY from $23.7B, driven by resorts, vacations and theme park admissions
- Effective tax rate 22.0% vs negative 85.1% YoY, following prior-year $3.3B Hulu tax benefit
- Best segment Experiences revenue $10.0B, up 10%; operating income $3.0B, up 20%
- Worst segment Sports operating income $858M, down 17% from $1.0B amid higher programming costs
- Restructuring and impairment charges $900M, including $812M A+E impairment and $88M severance
Risk Factors
- New/updated distribution risk: NFL Network and NFL RedZone remained off Comcast Xfinity after fiscal 2026 contract expiration
- Contract renewal risk: fiscal 2026 MVPD negotiations could trigger temporary or extended service blackouts
- Programming-cost risk: sports-rights expenses may exceed related advertising, subscription, and audience revenues
- Competitive risk: distributor consolidation and digital entrants weaken renewal leverage and carriage economics
- Seasonality risk: timing of product offerings could amplify adverse operating impacts
AI summary of the DIS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Earnings release issued August 5, 2026, covering the quarter ended June 27, 2026
- Financial results and management commentary available in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q3 revenue rose 7% to $25.2B, while adjusted EPS increased 28% to $2.06, signaling stronger underlying earnings despite GAAP EPS falling 48%
- Total segment operating income climbed 21% to $5.6B, led by Experiences up 20% and Entertainment up 64%
Item 2.02: Results of Operations and Financial Condition
- Earnings release issued May 6, 2026, covering quarter ended March 28, 2026
- Detailed quarterly results and management commentary available in Exhibit 99.1
AI summaries of DIS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for DIS
Don't miss the next DIS filing
- Alerts as it files. A push when DIS files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut DIS, by share count.
- Ask anything. An AI agent that reads every DIS filing and answers with sources.
DIS alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| GORMAN JAMES P | A | Sep 30, 2026 | 1,386.1 | $104.88 |
| Froman Michael B. G. | A | Sep 30, 2026 | 1,003.4 | $104.88 |
| Darroch Jeremy | F | Sep 30, 2026 | 122.438 | $105.65 |
| Darroch Jeremy | A | Sep 30, 2026 | 954.7 | $104.88 |
| Everson Carolyn | A | Sep 30, 2026 | 994.7 | $104.88 |
| LAGOMASINO MARIA ELENA | A | Sep 30, 2026 | 1,166.7 | $104.88 |
| MCDONALD CALVIN | A | Sep 30, 2026 | 1,005.7 | $104.88 |
| Barra Mary T | A | Sep 30, 2026 | 1,174.3 | $104.88 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $91.4B | $94.4B |
| Operating Income | - | $15.6B | $17.6B |
| Net Income | $2.4B | $5.0B | $12.4B |
| Op. Margin | - | 17.1% | 18.6% |
| Net Margin | - | 5.4% | 13.1% |
| Balance Sheet | |||
| Total Assets | - | $196.2B | $197.5B |
| Equity | $99.3B | $100.7B | $109.9B |
| ROE | 2.4% | 4.9% | 11.3% |
| Per Share | |||
| EPS | $1.29 | $2.72 | $6.85 |
| Cash Flow | |||
| Operating CF | - | $14.0B | $18.1B |
| CapEx | $5.0B | $5.4B | $8.0B |
Source: XBRL data in Walt Disney Company (The) (DIS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate DIS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 69 | $64.25B |
| Q1 2026 | 71 | $64.20B |
| Q4 2025 | 71 | $78.15B |
| Q3 2025 | 72 | $85.53B |
| Q2 2025 | 68 | $82.53B |
| Q1 2025 | 64 | $48.66B |
| Q4 2024 | 63 | $44.70B |
| Q3 2024 | 58 | $19.88B |
- FMR LLC (Fidelity)+3.44M (+16%)
- Goldman Sachs Group+2.36M (+31%)
- BlackRock+1.43M (+1%)
- Vanguard Portfolio Management LLC+1.37M (+4%)
- BNY Mellon+847.8K (+6%)
- Viking Global Investors−6.14M (-46%)
- Vanguard Capital Management LLC−1.69M (-1%)
- JPMorgan Chase & Co−1.09M (-1%)
- Bank of America Corp−951.0K (-5%)
- Franklin Resources−783.5K (-8%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 536 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
DIS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 25, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 10-Q | Aug 5, 2026 | Jun 27, 2026 | Analysis | |
| 4 | Jul 20, 2026 | - | - | - |
| 4 | Jul 20, 2026 | - | - | - |
| 4 | Jul 20, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
Related Communication Services companies
- BRSL · Brightstar Lottery PLCServices-Miscellaneous Amusement & Recreation
- DKNG · DraftKings IncServices-Miscellaneous Amusement & Recreation
- FBYD · Falcon's Beyond Global, Inc.Services-Miscellaneous Amusement & Recreation
- GAMB · Gambling.com Group LtdServices-Miscellaneous Amusement & Recreation
- GENI · Genius Sports LtdServices-Miscellaneous Amusement & Recreation
- GDEN · GOLDEN ENTERTAINMENT, INC.Services-Miscellaneous Amusement & Recreation
- MSGE · Madison Square Garden Entertainment Corp.Services-Miscellaneous Amusement & Recreation
- MSGS · Madison Square Garden Sports CorpServices-Miscellaneous Amusement & Recreation
DIS SEC filings: frequently asked questions
Are DIS insiders buying or selling?
In the last 90 days, Walt Disney Company (The) (DIS) officers, directors and 10% owners reported no open-market purchases and 3 open-market sales worth $1.5 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold DIS stock?
As of June 30, 2026, the largest Walt Disney Company (The) (DIS) holders among the 13F filers tracked by SignalX were BlackRock ($13.2 billion), Vanguard Capital Management LLC ($10.9 billion), State Street Corp ($8.1 billion), JPMorgan Chase & Co ($7.5 billion), Vanguard Portfolio Management LLC ($3.5 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was DIS's revenue in fiscal year 2025?
For the fiscal year ended September 27, 2025 (FY2025), Walt Disney Company (The) (DIS) reported revenue of $94.4 billion (up 3.4% from FY2024) and net income of $12.4 billion. Diluted EPS was $6.85. The figures come from the XBRL data in the 10-K.
What are the main risks in DIS's latest 10-K?
In the 10-K filed November 13, 2025, Walt Disney Company (The) (DIS) flagged: Legal risk from uncertain outcomes in ongoing litigations potentially materially affecting results; estimates developed with outside counsel (Note 14). Macroeconomic impact via discount rate increase to 5.45% (from 5.06%) raises pension obligations by $2.1B at fiscal 2025 year-end. (AI summary of the Risk Factors section.)
What did DIS report in its latest 8-K?
Walt Disney Company (The) (DIS) filed an 8-K on August 5, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Earnings release issued August 5, 2026, covering the quarter ended June 27, 2026.
What are the latest DIS SEC filings?
Walt Disney Company (The) (DIS) filed its latest 10-K annual report on November 13, 2025, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 5, 2026 and a Form 4 insider filing on October 2, 2026.
What is DIS's SEC CIK number?
Walt Disney Company (The) (DIS)'s SEC Central Index Key (CIK) is 1744489. EDGAR lists every DIS filing under that number.
Ask anything about DIS
The research agent reads DIS's filings, financials, insider trades and 13F holders, then answers with sources.