Walt Disney Co. (DIS) delivered mixed results in Q3 FY2026 on revenue of $25.2B versus the $25.4B estimate (+6.8% YoY) and EPS of $2.06. The next Walt Disney Co. (DIS) earnings date is Nov 12, 2026. Below is the full Walt Disney Co. earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
Walt Disney Co. (DIS) Earnings Analysis — key stats
Next earnings date
Nov 12, 2026
Latest reported quarter
Q3 FY2026
Earnings verdict
Mixed
EPS beat rate
8 of last 8 (quarters above estimate)
Avg next-day move
±7.9% (over the last 8 reports)
Post-earnings direction
Up 4 / Down 4 (of the last 8 reports)
Implied move (next report)
±14.8% (options-derived · into Nov 12, 2026)
Institutional ownership
58.9% (13F as of 2026-06-30)
Top 10 holders
34.0% (of shares outstanding)
Insider activity
5 buys / 7 sells (recent Form 4 filings)
Revenue
$25.2B (vs $25.4B est · -0.6% surprise · +6.8% YoY)
EPS
$2.06 (vs $1.86 est · +10.8% surprise · -47.9% YoY)
Share price
$106.86 (+2.0%)
Market cap
$185.6B
Walt Disney Co. (DIS) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q4 FY2026
$25.2B vs $25.4B est
$2.06 vs $1.86 est
+10.8%
+6.6%
Mixed
Q3 FY2026
$25.2B vs $24.9B est
$1.57 vs $1.49 est
+5.4%
+8.1%
Mixed
Q2 FY2026
$26.0B vs $25.7B est
$1.63 vs $1.57 est
+3.8%
-7.6%
Mixed
Q1 FY2026
$22.5B vs $22.8B est
$1.11 vs $1.05 est
+5.7%
-9.3%
Mixed
Q4 FY2025
$23.6B vs $23.7B est
$1.61 vs $1.45 est
+11.0%
-4.6%
Mixed
Q3 FY2025
$23.6B vs $23.1B est
$1.45 vs $1.19 est
+21.8%
+14.1%
Beat
Q2 FY2025
$24.7B vs $24.7B est
$1.76 vs $1.45 est
+21.4%
-1.1%
Mixed
Q1 FY2025
$22.6B vs $22.5B est
$1.14 vs $1.11 est
+2.7%
+12.0%
Mixed
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
7.8%
136.9M
$13.2B
+1.1%
Vanguard Capital Management LLC
6.4%
113.4M
$10.9B
-1.5%
State Street Corp
4.7%
83.5M
$8.1B
-0.2%
Jpmorgan Chase & CO
4.3%
75.8M
$7.5B
-1.4%
Geode Capital Management, LLC
2.3%
41.3M
$4.0B
-0.6%
Undisclosed filer
2.1%
36.8M
$3.5B
+3.9%
Morgan Stanley
2.0%
34.5M
$3.3B
+2.1%
Wellington Management Group Llp
1.8%
32.0M
$3.1B
+14.7%
Fmr LLC
1.4%
25.4M
$2.4B
+15.7%
Norges Bank
1.1%
20.2M
$1.9B
+100.0%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
WOODFORD BRENT
officer: EVP, Control, Fin Plan & Tax
2026-07-17
Buy
1K
—
WOODFORD BRENT
officer: EVP, Control, Fin Plan & Tax
2026-07-17
Sell
362
$35628
WOODFORD BRENT
officer: EVP, Control, Fin Plan & Tax
2026-07-17
Sell
1K
—
Roeder Paul M
officer: Sr EVP and Chief Comm Officer
2026-07-17
Buy
955
—
Roeder Paul M
officer: Sr EVP and Chief Comm Officer
2026-07-17
Sell
343
$33758
Roeder Paul M
officer: Sr EVP and Chief Comm Officer
2026-07-17
Sell
955
—
Coleman Sonia L
officer: Sr. EVP & Chief People Officer
2026-07-17
Buy
1K
—
Coleman Sonia L
officer: Sr. EVP & Chief People Officer
2026-07-17
Sell
559
$55017
What you'll find
Next Walt Disney Co. (DIS) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Walt Disney Co. reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Walt Disney Co. (DIS)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Walt Disney Co.'s next earnings date?
Walt Disney Co.'s (DIS) next scheduled earnings date is Nov 12, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Walt Disney Co. (DIS) beat or miss earnings?
In Q3 FY2026, Walt Disney Co. (DIS) posted mixed results — revenue of $25.2B versus the $25.4B estimate (-0.6% surprise) and EPS of $2.06 versus $1.86 expected (+10.8% surprise). Magnisto decodes every Walt Disney Co. (DIS) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Walt Disney Co. beat earnings estimates?
Over its last 8 reported quarters, Walt Disney Co. (DIS) beat Wall Street EPS estimates 8 times, most recently a mixed result in Q4 FY2026. Magnisto tracks every Walt Disney Co. (DIS) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Walt Disney Co. stock move after earnings?
Over its last 8 quarterly reports, Walt Disney Co. (DIS) moved an average of ±7.9% the day after earnings — ranging from -9.3% (Q1 FY2026) to +14.1% (Q3 FY2025). The stock rose after 4 of those 8 reports and fell after 4. Heading into its next report on Nov 12, 2026, options-implied volatility is pricing in a move of roughly ±14.8% (derived). Magnisto tracks the realized post-earnings move for every Walt Disney Co. (DIS) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Walt Disney Co.?
Institutions hold about 58.9% of Walt Disney Co.'s (DIS) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (7.8%), Vanguard Capital Management LLC (6.4%), State Street Corp (4.7%). Magnisto lists Walt Disney Co.'s (DIS) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Walt Disney Co. (DIS)?
In the most recent Form 4 filings Magnisto tracks, Walt Disney Co. (DIS) insiders recorded 5 purchases and 7 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Walt Disney Co. (DIS) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Walt Disney Co. (DIS), anchored to the current $106.86 share price, so you can weigh the bull, base and bear cases for Walt Disney Co. side by side.
Is Walt Disney Co. (DIS) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Walt Disney Co. fits your own thesis and risk profile. This is research, not investment advice.