The Walt Disney (DIS) EVP Brent Woodford Sells $319K of Stock

The Walt Disney Company (DIS) business photo

Key Points

  • Brent Woodford sold 2,856 shares of The Walt Disney Company at $111.68 per share on October 16, 2026.
  • After the trade, Brent Woodford holds 62,995 $DIS shares, down 4.34% from before the trade.
  • National Pension Service, D1 Capital Partners, Charles Schwab Trust, and Assenagon Asset Management recently adjusted their stakes in Disney.
  • Disney trades with a trailing P/E ratio of 22.82 and heads toward its next earnings report on November 17, 2026.

Since the trade, $DIS is down 0.5% to date (from the $110.59 close on Oct 16, 2026).

Get The Walt Disney Company text alerts

We text you when insiders, Congress, analysts or big funds move on $DIS.

By entering your mobile number and tapping the sign-up button, you provide express written consent to receive recurring automated text messages from TradeTexts at that number, including stock alerts about SEC filings, insider and congress trades, analyst ratings, hedge fund moves, and earnings results. Consent is not a condition of any purchase. Message frequency varies. Messages are not investment advice. Message and data rates may apply. Reply HELP for help and STOP to opt out at any time. See our Terms and Privacy Policy.

Not investment advice. TradeTexts is not a registered investment adviser, and this automated The Walt Disney Company alert may contain errors. Disclosures

Brent Woodford, executive vice president of control, financial planning and tax at The Walt Disney Company (NYSE:DIS), sold 2,856 shares of the entertainment giant on October 16, 2026. The transaction was revealed in a Form 4 filing with the Securities and Exchange Commission.

DIS The Walt Disney Company
$110.03 -0.87% year to date
Daily close · Oct 19, 2026

Inside Brent Woodford's Disney Trade

The shares were sold at a price of $111.68 apiece, totaling roughly $318,958. According to the SEC filing, the sale was carried out pursuant to a pre-arranged Rule 10b5-1 trading plan. Following the completion of the transaction, Woodford directly holds 62,995 shares of the company, marking a roughly 4.34% reduction in his personal holdings.

Other Institutional Activity in The Walt Disney Company

Large financial institutions continue to shuffle their positions in the entertainment leader. National Pension Service grew its holdings by 86,756 shares, ending with 4,233,259 shares worth about $439.79 million. D1 Capital Partners L.P. added 140,100 shares to own 2,355,100 shares valued at approximately $232.28 million. Charles Schwab Trust held 5,136 shares worth about $538,766 after its recent position update. Meanwhile, Assenagon Asset Management S.A. grew its stake significantly by adding 1,999,653 shares, bringing its total to 2,085,351 shares valued at roughly $218.75 million.

The Walt Disney Company Stock Up 0.5%

The stock closed at $110.59 on October 16, 2026, and recently traded around $109.57 as of October 19, 2026. The shares sit above their 50-day moving average of $105.99 and their 200-day moving average of $103.61, while remaining down about 6.4% from their 52-week high of $117.09.

Recent Earnings

The company generated trailing-twelve-month revenue of $98.86 billion and basic earnings of $4.85 per share. Disney reports a net profit margin of 8.7% and a return on equity of 8.0%. Investors look ahead to the next earnings release scheduled for November 17, 2026.

Earnings drift grade

Outlook vs expectations on the last report — not price action.

C 59/100

Reported May 6, 2026

  1. Forward outlook

    4 target raises vs 2 cuts.

  2. EPS & revenue

    EPS beat estimates by 4.4%. Revenue beat estimates by 0.6%.

  3. Profit surprise

    EBITDA missed by 7 percent. Operating income missed by 18 percent.

  4. Pre-earnings setup

    Bar was high, analysts already very bullish.

  5. Analyst signal

    4 target raises, 2 target cuts.

  6. Earnings quality

    Operating margin up 4.8 points. Positive free cash flow.

Earnings Call Summary

Disney reported 25.2 billion in revenue and 1.57 dollars earnings per share, beating analyst expectations. Streaming achieved 12 percent margins ahead of the 10 percent target, and parks revenue exceeded 10 billion dollars for the first time. CEO Iger highlighted 6.5 billion in global box office for 2025 and expressed confidence in both entertainment and experiences businesses driving future growth.

Guidance Disney reaffirmed full year guidance without raising numbers. The company aims for 10 percent streaming margins and expects theatrical releases like The Devil Wears Prada 2 and Toy Story 5 to drive entertainment profits in the back half of the year.

Neutral report. Results and guidance were close to expectations, with limited evidence of a reset either way.

Dividend

Disney pays an annual dividend yielding 1.36%, backed by a dividend payout ratio of 30.9%.

Insider Buying and Selling at The Walt Disney Company

Other executives have also transacted in company shares recently. Prior to this sale, executives including Paul Roeder and Sonia Coleman recorded transactions earlier in the summer of 2026.

Analysts Set New Price Targets

Wall Street firms maintain an overall strong buy recommendation on the stock, backed by a mean target price of $126.49 from 32 analyst opinions. Recent updates include Wells Fargo maintaining an Overweight rating with a $132 target on August 6, 2026, Guggenheim reiterating a Buy rating with a $120 target on September 28, 2026, Raymond James maintaining an Outperform rating with a $119 target on October 5, 2026, Needham reiterating a Buy rating with a $125 target on October 9, 2026, and Citigroup maintaining a Buy rating while raising its price target to $140 on October 16, 2026.

About The Walt Disney Company

Founded in Burbank, California, The Walt Disney Company operates major media, theme parks, and entertainment segments across the globe. Its diverse operations span traditional film production, streaming services, sports broadcasting, and resort experiences.

Bottom Line

Woodford's planned sale comes as Disney shares trade above key moving averages heading into the late autumn. Investors will be watching the upcoming earnings release on November 17, 2026, for further insight into the company's financial trajectory.

Source: Brent Woodford's Form 4 filing on $DIS (Oct 16, 2026). Written by software, not financial advice. How we make alerts

Get $DIS trade alerts by text

SMS Terms

By entering your mobile number and tapping the sign-up button, you provide express written consent to receive recurring automated text messages from TradeTexts at that number, including stock alerts about SEC filings, insider and congress trades, analyst ratings, hedge fund moves, and earnings results. Consent is not a condition of any purchase. Message frequency varies. Messages are not investment advice. Message and data rates may apply. Reply HELP for help and STOP to opt out at any time. See our Terms and Privacy Policy.

Full terms and conditions