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 modestly higher revenue but lower profit for the quarter ended December 27, 2025. Total revenue rose 5% to $25.98 billion, driven by growth in Experiences, stronger content sales, and the consolidation of Fubo.
Net income attributable to Disney fell to $2.40 billion from $2.55 billion, and diluted EPS declined to $1.34 from $1.40, mainly due to weaker Entertainment operating income and a higher effective tax rate, including a non‑cash tax charge from the Fubo transaction.
The Experiences segment delivered 6% revenue growth to $10.01 billion and a 6% increase in operating income to $3.31 billion, supported by higher theme park admissions, cruise capacity, and guest spending. Entertainment revenue grew 7% to $11.61 billion, but operating income dropped 35% to $1.10 billion as programming, production, and marketing costs outpaced gains in subscription, affiliate, and theatrical revenue.
Sports revenue edged up 1% to $4.91 billion, with higher advertising largely offset by lower subscription and affiliate fees and rising rights costs, reducing operating income to $191 million. Disney also highlighted strategic moves, including consolidating Fubo, a virtual pay‑TV distributor, and a separate $3 billion NFL media assets transaction at ESPN, while continuing dividends and share repurchases, including $2.0 billion of buybacks in the quarter.
The Walt Disney Company filed a current report to note that it released a press release covering its financial results for the quarter ended December 27, 2025. The press release, dated February 2, 2026, is furnished as Exhibit 99.1.
Disney also highlights its Investor Relations website, www.disney.com/investors, as a key channel for sharing material company information in line with Regulation FD, encouraging investors and media to review updates posted there.
Walt Disney Sr. EVP & Chief People Officer Sonia L. Coleman reported a sale of Disney common stock in a planned transaction. On January 22, 2026, she sold 2,473 shares of Disney common stock at $114 per share under a Rule 10b5-1(c) trading plan adopted on May 23, 2025.
After this sale, she directly holds 2 shares of Disney common stock. In addition, 1,021.17 shares are held indirectly in The Walt Disney Stock Fund within the company 401(k) plan as of January 22, 2026, which includes company matching contributions.
The Walt Disney Company outlines strong fiscal 2025 performance and key governance priorities ahead of its 2026 virtual annual meeting. Diluted EPS grew 152% and adjusted EPS rose 19%, supported by over $6.5 billion in global box office and a $1.3 billion operating profit in the Entertainment direct-to-consumer business. The company raised its dividend 50% to $1.50 per share and repurchased about $3.5 billion of stock, with a target to double repurchases to $7 billion in fiscal 2026.
The Board highlights active CEO succession planning, led by a dedicated committee, and currently expects to announce the next CEO in early 2026. The slate includes 11 director nominees, featuring significant recent refreshment and the nomination of former Apple executive Jeffrey E. Williams. Shareholders are asked to elect directors, ratify PwC as auditor, approve say-on-pay, and vote on four shareholder proposals that the Board recommends against.
The Walt Disney Company executive Sonia Coleman has filed a notice to sell company stock. The filing covers a proposed sale of 2,473 shares of Disney common stock through Merrill Lynch on or around 01/22/2026, with an aggregate market value of 281,922.00. The shares relate to restricted stock units that vested on 01/15/2026 and 01/17/2026 under Disney’s equity compensation plan, for 1,779 and 694 shares respectively.
Disney had 1,785,288,846 common shares outstanding at the time referenced in the notice. The form also reports that Sonia Coleman previously sold 2,431 Disney shares on 12/24/2025 for gross proceeds of 277,134.00. This filing is a regulatory notice under Rule 144 for planned sales of restricted or control securities.
Walt Disney Company executive Woodford Brent reported multiple equity compensation transactions and related tax withholdings. On January 15, 2026, he received 11,230 restricted stock units and a stock option for 14,558 shares with an exercise price of $113.14, both granted under Disney's Amended and Restated 2011 Stock Incentive Plan. The award and option are scheduled to vest in six equal installments on July 15 of 2026, 2027 and 2028, and January 15 of 2027, 2028 and 2029.
Restricted stock units previously granted vested into 1,939 shares on January 15, 2026 and 1,162 shares on January 17, 2026, each converting into common stock on a 1-for-1 basis. On both dates, a total of 3, 542, and 256 shares were automatically withheld at prices of $113.14 and $112.485 to cover tax obligations, and did not involve open-market sales. After these transactions, he directly owned 56,902 Disney common shares, plus indirect holdings of 100 shares via a spouse’s IRA and 291.491 shares in a 401(k) stock fund as of January 15, 2026.
Walt Disney Co executive Sonia L. Coleman reported equity award vesting and related tax withholding transactions. On January 15, 2026, 2,880 restricted stock units converted into an equal number of Disney common shares, with 4 and 1,101 shares automatically withheld at prices of $113.14 per share to cover taxes, which the footnotes state did not involve open-market sales. On January 17, 2026, a further 1,181 restricted stock units converted into 1,181 common shares, with 487 shares automatically withheld at $112.485 per share for taxes, again not constituting open-market transactions.
Following these transactions, Coleman directly beneficially owned 2,475 Disney common shares and held 1,021.17 additional shares indirectly through a 401(k) plan stock fund. Footnotes note remaining restricted stock units from earlier grants are scheduled to vest in installments on January 15, 2027 and 2028, and on July 17, 2026, and that all restricted stock units convert into common stock on a 1-for-1 basis.
Walt Disney Company executive Horacio E. Gutierrez, SEVP, CL&GAO, reported equity changes from restricted stock unit activity. On January 15, 2026, 7,802 restricted stock units vested under Disney’s Amended and Restated 2011 Stock Incentive Plan and converted into Disney common stock on a 1-for-1 basis. To cover withholding taxes, the company automatically withheld 83 shares and 2,857 shares at a price of $113.14 per share; these were not open-market sales. Following these transactions, Gutierrez directly owned 58,317 Disney common shares and 15,761 restricted stock units, which continue to settle into common stock as they vest.
The Walt Disney Company executive Kristina K. Schake, Sr. EVP and Chief Communications Officer, reported routine equity compensation activity. On January 15, 2026, 2,653 restricted stock units vested and converted into an equal number of Disney common shares at a 1-for-1 rate. To cover withholding taxes, the company automatically withheld 23 shares and later 1,021 shares at a reference price of $113.14 per share; these are not open-market sales. After these transactions, she directly held 24,053 Disney common shares and 5,359 restricted stock units. The remaining stock units are scheduled to vest as 2,679 units on January 15, 2027 and 2,680 units on January 15, 2028, including associated dividend equivalents.