DIS

DIS Earnings Preview

The Walt Disney Company · Communication Services · $182B

14d until earnings

DIS Earnings

Wednesday, May 06 2026
EPS Estimate
$1.49
$1.39 – $1.56
Revenue Estimate
$24.8B
Current Price
$106.30

Our Position

bullish · high

Disney's Experiences and Streaming Spark Buy Calls

structured data est. revisions stable (-0.4pp / 30d)

Strong operational growth and aggressive long-term investments in experiences and streaming validate the bullish outlook despite recent stock declines and mixed insider trades.

Watch: Monitor Q2 FY2026 experiences revenue growth and management commentary on execution of $60 billion park and cruise investments.

Data Signal Summary

1 bullish
2 bearish
Insider buying cluster Put/call 2.9 (bearish skew) Price downtrend

Key Context

Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
P/E Ratio
15.1
Est. Revisions (30d)
-0.4% 2up/3dn
Analyst Target (mean)
$128 $77–$160 +21%
Options P/C Ratio
2.88
Est. Dispersion
11% 21 analysts
Insider Cluster
strong buy

Recent Activity

insider trades 133 transactions
Award · MCDONALD CALVIN (Director) ·1,080 shares ·$104,785
Award · LAGOMASINO MARIA ELENA (Director) ·1,266 shares ·$122,829
Award · DARROCH JEREMY (Director) ·1,034 shares ·$100,286
Award · RICE DERICA W (Director) ·1,229 shares ·$119,222
Award · BARRA MARY TERESA (Director) ·1,253 shares ·$121,510
128 more
Award · WILLIAMS JEFFREY E ·154 shr ·$14,971
Award · CHANG AMY L ·1,080 shr ·$104,785
Award · EVERSON CAROLYN ·1,064 shr ·$103,233
Award · FROMAN MICHAEL B. G. ·1,087 shr ·$105,463
Award · GORMAN JAMES P ·1,477 shr ·$143,220
Buy · CHANG AMY L ·916 shr ·$98,791
Sell · COLEMAN SONIA L ·2,473 shr ·$281,922
Other · COLEMAN SONIA L ·4,061 shr
Other · WOODFORD BRENT A ·3,101 shr
Other · GUTIERREZ HORACIO E ·7,802 shr
Other · SCHAKE KRISTINA K ·2,653 shr
Other · JOHNSTON HUGH F. ·9,421 shr
Award · MCDONALD CALVIN ·851 shr ·$96,248
Award · LAGOMASINO MARIA ELENA ·873 shr ·$98,746
Award · DARROCH JEREMY ·851 shr ·$96,248
Award · RICE DERICA W ·912 shr ·$103,119
Award · BARRA MARY TERESA ·906 shr ·$102,498
Award · CHANG AMY L ·851 shr ·$96,248
Award · EVERSON CAROLYN ·782 shr ·$88,438
Award · FROMAN MICHAEL B. G. ·895 shr ·$101,164
Award · GORMAN JAMES P ·1,216 shr ·$137,489
Sell · COLEMAN SONIA L ·2,431 shr ·$277,134
Other · WOODFORD BRENT A ·41 shr
Other · GUTIERREZ HORACIO E ·42,075 shr
Other · SCHAKE KRISTINA K ·12,777 shr
Other · COLEMAN SONIA L ·4,942 shr
Other · JOHNSTON HUGH F. ·12,658 shr
Other · WOODFORD BRENT A ·3,285 shr
Buy · GORMAN JAMES P ·18,000 shr ·$2,013,943
Award · MCDONALD CALVIN ·844 shr ·$96,034
Award · LAGOMASINO MARIA ELENA ·959 shr ·$109,113
Award · DARROCH JEREMY ·818 shr ·$93,077
Award · RICE DERICA W ·947 shr ·$107,805
Award · BARRA MARY TERESA ·960 shr ·$109,226
Award · CHANG AMY L ·844 shr ·$96,034
Award · EVERSON CAROLYN ·766 shr ·$87,185
Award · FROMAN MICHAEL B. G. ·869 shr ·$98,854
Award · GORMAN JAMES P ·1,122 shr ·$127,628
Other · SCHAKE KRISTINA K ·294 shr
Other · WOODFORD BRENT A ·1,085 shr
Sell · COLEMAN SONIA L ·1,971 shr ·$233,701
Other · COLEMAN SONIA L ·1,167 shr
Other · WOODFORD BRENT A ·1,147 shr
Other · WOODFORD BRENT A ·1,930 shr
Award · MCDONALD CALVIN ·764 shr ·$91,245
Award · LAGOMASINO MARIA ELENA ·784 shr ·$93,741
Award · DARROCH JEREMY ·764 shr ·$91,245
Award · RICE DERICA W ·821 shr ·$98,124
Award · BARRA MARY TERESA ·816 shr ·$97,491
Award · CHANG AMY L ·764 shr ·$91,245
Award · EVERSON CAROLYN ·698 shr ·$83,434
Award · FROMAN MICHAEL B. G. ·805 shr ·$96,225
Award · GORMAN JAMES P ·1,046 shr ·$125,007
Other · SCHAKE KRISTINA K ·3,675 shr
Other · COLEMAN SONIA L ·801 shr
Other · COLEMAN SONIA L ·1,105 shr
Other · WOODFORD BRENT A ·3,273 shr
Sell · WOODFORD BRENT A ·1,000 shr ·$110,845
Award · MCDONALD CALVIN ·961 shr ·$95,725
Award · LAGOMASINO MARIA ELENA ·1,141 shr ·$113,675
Award · DARROCH JEREMY ·932 shr ·$92,837
Award · RICE DERICA W ·1,073 shr ·$106,882
Award · BARRA MARY TERESA ·1,032 shr ·$102,837
Award · CHANG AMY L ·961 shr ·$95,725
Award · EVERSON CAROLYN ·870 shr ·$86,711
Award · FROMAN MICHAEL B. G. ·995 shr ·$99,132
Award · GORMAN JAMES P ·1,265 shr ·$126,076
Sell · COLEMAN SONIA L ·689 shr ·$74,936
Other · COLEMAN SONIA L ·1,166 shr
Award · PARKER MARK G ·1,184 shr ·$132,499
Award · MCDONALD CALVIN ·815 shr ·$91,249
Award · LAGOMASINO MARIA ELENA ·893 shr ·$99,998
Award · DARROCH JEREMY ·815 shr ·$91,249
Award · RICE DERICA W ·877 shr ·$98,130
Award · BARRA MARY TERESA ·815 shr ·$91,249
Award · CHANG AMY L ·815 shr ·$91,249
Award · EVERSON CAROLYN ·745 shr ·$83,451
Award · FROMAN MICHAEL B. G. ·815 shr ·$91,205
Award · GORMAN JAMES P ·793 shr ·$88,754
Other · SCHAKE KRISTINA K ·3,642 shr
Other · WOODFORD BRENT A ·515 shr
Sell · COLEMAN SONIA L ·3,078 shr ·$342,766
Other · IGER ROBERT A ·11,458 shr
Other · GUTIERREZ HORACIO E ·46,883 shr
Other · SCHAKE KRISTINA K ·5,113 shr
Other · COLEMAN SONIA L ·6,245 shr
Other · JOHNSTON HUGH F. ·12,548 shr
Other · WOODFORD BRENT A ·4,662 shr
Sell · WOODFORD BRENT A ·8,000 shr ·$917,920
Exercise · WOODFORD BRENT A ·8,000 shr ·$737,880
Sell · IGER ROBERT A ·372,412 shr ·$42,667,113
Exercise · IGER ROBERT A ·372,412 shr ·$34,349,421
Other · IGER ROBERT A ·83,808 shr
Sell · WOODFORD BRENT A ·5,000 shr ·$568,101
Exercise · WOODFORD BRENT A ·5,000 shr ·$461,175
Sell · COLEMAN SONIA L ·2,798 shr ·$279,772
Award · PARKER MARK G ·1,534 shr ·$144,461
Award · MCDONALD CALVIN ·1,004 shr ·$94,544
Award · LAGOMASINO MARIA ELENA ·1,190 shr ·$112,052
Award · DARROCH JEREMY ·976 shr ·$91,909
Award · RICE DERICA W ·1,117 shr ·$105,181
Award · BARRA MARY TERESA ·1,063 shr ·$100,098
Award · CHANG AMY L ·1,004 shr ·$94,544
Award · EVERSON CAROLYN ·909 shr ·$85,602
Award · FROMAN MICHAEL B. G. ·994 shr ·$93,650
Award · GORMAN JAMES P ·948 shr ·$89,311
Other · SCHAKE KRISTINA K ·45 shr
Buy · MCDONALD CALVIN ·11,756 shr ·$999,994
Other · COLEMAN SONIA L ·1,155 shr
Other · WOODFORD BRENT A ·1,179 shr
Award · PARKER MARK G ·1,305 shr ·$132,511
Award · MCDONALD CALVIN ·898 shr ·$91,247
Award · LAGOMASINO MARIA ELENA ·985 shr ·$99,998
Award · DARROCH JEREMY ·898 shr ·$91,247
Award · RICE DERICA W ·966 shr ·$98,120
Award · BARRA MARY TERESA ·898 shr ·$91,247
Award · CHANG AMY L ·898 shr ·$91,247
Award · EVERSON CAROLYN ·821 shr ·$83,431
Award · FROMAN MICHAEL B. G. ·898 shr ·$91,186
Award · GORMAN JAMES P ·874 shr ·$88,750
Award · CATZ SAFRA A ·898 shr ·$91,186
Other · SCHAKE KRISTINA K ·3,624 shr
Other · COLEMAN SONIA L ·1,333 shr
Other · WOODFORD BRENT A ·757 shr
Other · COLEMAN SONIA L ·2,435 shr
Other · WOODFORD BRENT A ·4,640 shr
Sell · COLEMAN SONIA L ·4,400 shr ·$466,400
Buy · GORMAN JAMES P ·20,000 shr ·$2,120,628