Welcome to our dedicated page for Walt Disney SEC filings (Ticker: DIS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Walt Disney Company SEC filings document operating results, governance actions, capital structure, and material corporate events for its NYSE-listed common stock. Form 8-K filings furnish earnings releases, report executive and board appointments, disclose compensation-related arrangements, and record annual meeting voting results.
Disney’s filings also cover unsecured credit agreements, commercial paper support facilities, registered debt offerings, indenture terms, guarantees by TWDC Enterprises 18 Corp., and related underwriting and legal documents. Proxy materials disclose board elections, executive compensation, shareholder voting matters, and governance practices for the entertainment, sports, and experiences company.
The Walt Disney Company reported higher revenue but lower earnings for the quarter ended March 28, 2026. Total revenues rose 7% to $25.2 billion, driven by higher subscription and affiliate fees, growth at parks and experiences, and contributions from the Fubo and NFL media asset transactions.
Net income attributable to Disney fell to $2.2 billion from $3.3 billion, and diluted EPS declined to $1.27 from $1.81, mainly because the prior-year quarter included a large one-time tax benefit. Operating performance remained solid, with total segment operating income of $4.6 billion and particularly strong results in the Experiences segment.
Disney continued returning cash to shareholders, repurchasing 33 million shares for $3.5 billion in the quarter and declaring semiannual dividends of $0.75 per share. The company also invested heavily in its businesses, with $5.0 billion in parks, resorts and other property additions over six months, and completed strategic deals with the NFL and Fubo to expand sports and streaming distribution.
The Walt Disney Company reported higher revenue and operating income for Q2 fiscal 2026 but lower GAAP earnings per share. Revenue rose 7% to $25.2 billion, income before income taxes increased 9% to $3.4 billion, and total segment operating income grew 4% to $4.6 billion.
GAAP diluted EPS declined to $1.27 from $1.81, while diluted EPS excluding certain items increased to $1.57 from $1.45, an 8% gain. Entertainment SVOD revenue grew 13% and operating income rose 88% to $582 million, delivering double-digit SVOD operating margins.
Experiences posted record fiscal second-quarter revenue and operating income, up 7% and 5% respectively, helped by higher guest spending and cruise expansion. Management expects fiscal 2026 adjusted EPS to grow about 12% excluding, and 16% including, the 53rd week and is targeting at least $8 billion in share repurchases in fiscal 2026.
Walt Disney Co/The ownership disclosure: Vanguard Capital Management reports beneficial ownership of 132,734,000 shares of Common Stock, representing 7.49% of the class as of 03/31/2026. The filing states Vanguard has sole dispositive power over the reported shares and sole voting power of 17,618,328 shares.
Froman Michael B. G. reported acquisition or exercise transactions in this Form 4 filing.
Walt Disney Co director Michael B. G. Froman received a stock grant of 1,087.7 Disney Common Stock shares at $96.96 per share. This award increased his direct holdings to 23,184 shares. He also has 20 shares held indirectly by a trust, plus additional stock units credited under Disney’s Amended and Restated 2011 Stock Incentive Plan in lieu of cash retainers, quarterly grants, and dividend-equivalent credits.
Walt Disney Co director Maria Elena Lagomasino received an equity grant of 1,266.8 shares of Disney common stock at $96.96 per share. The award is classified as a grant or other acquisition, increasing her directly held position to 36,785.2 shares.
The total includes 444.4 stock units or shares issued instead of some quarterly cash retainer fees for Board service and 822.4 deferred stock units credited as a quarterly grant under Disney's Amended and Restated 2011 Stock Incentive Plan, as well as additional stock units credited for dividends, all deliverable in Disney shares under the plan's terms.
Walt Disney Co director Jeremy Darroch reported routine equity compensation and related tax transactions. On March 31, 2026, he received a grant of 1,034.3 shares of Disney common stock at $96.96 per share under the company’s stock incentive plan.
To cover withholding tax obligations, 89.4 shares at $95.54 per share were automatically reduced from the issuance, and an additional 218 shares at $112.16 and 163 shares at $114.07 were returned to Disney, all described as non‑market dispositions for tax purposes. After these transactions, Darroch directly held 8,488.5 Disney shares, along with stock units and deferred stock units credited under the Amended and Restated 2011 Stock Incentive Plan.
Everson Carolyn reported acquisition or exercise transactions in this Form 4 filing.
Walt Disney Co director Carolyn Everson received a grant of 1,064.7 shares of Disney common stock as compensation. The grant is recorded at $96.96 per share and is categorized as a grant or award rather than an open-market purchase.
After this transaction, Everson directly holds a total of 11,731.7 Disney shares and stock units. This total includes 336.3 stock units or shares credited in lieu of quarterly cash retainer fees, 728.4 deferred stock units granted quarterly under the company’s stock incentive plan, and additional stock units credited for dividends, all deliverable in Disney common stock.
WILLIAMS JEFFREY E reported acquisition or exercise transactions in this Form 4 filing.
Walt Disney Co director Jeffrey E. Williams received a stock award of 154.4 shares of Disney common stock as board compensation. The grant, valued at $96.96 per share, represents his entire reported direct holding of 154.4 shares after the transaction.
The award consists of 50.1 stock units or shares issued in lieu of cash board retainer fees and 104.3 deferred stock units credited as a quarterly grant under Disney’s Amended and Restated 2011 Stock Incentive Plan. These stock units are delivered in Disney common shares according to the plan’s terms.
GORMAN JAMES P reported acquisition or exercise transactions in this Form 4 filing.
Walt Disney Co director James P. Gorman received a grant of 1,477.1 shares of Disney Common Stock, valued at $96.96 per share. This award is compensation, not an open‑market purchase, and increases his direct holdings to 9,211.6 shares.
He also has 38,000 shares reported as indirectly owned through a Grantor Retained Annuity Trust. A footnote explains the total includes 543.1 stock units and/or shares credited in lieu of cash board fees and 934.0 deferred stock units granted quarterly, plus additional stock units credited for dividends, all issuable as Disney common shares under the company’s stock incentive plan.
Barra Mary T reported acquisition or exercise transactions in this Form 4 filing.
Walt Disney Co director Mary T. Barra received an equity grant of 1,253.2 shares of Disney common stock on March 31, 2026, as a stock award rather than an open-market purchase. The award is valued at $96.96 per share and increased her directly held stake to 26,748.8 shares.
She also has indirect holdings of 157 shares held by her spouse in a trust and 72 shares held by a trust. A footnote explains that her position includes stock units and deferred stock units credited under Disney’s Amended and Restated 2011 Stock Incentive Plan in lieu of cash board fees and as quarterly grants.