Disney News 29 December 2025 - 8 February 2026

Disney shares closed Friday up 3.6% at $108.70 after the FCC opened an investigation into ABC’s “The View” over election “equal time” rules. The probe centers on an interview with Texas state Rep. James Talarico, a Democratic Senate candidate. Disney and ABC News declined to comment. Investors are watching for any company response before markets reopen Monday.

Disney shares closed up 3.6% at $108.70 Friday, recovering from earlier losses as U.S. stocks rallied and the Dow topped 50,000. Investors are watching Super Bowl streaming economics and Disney’s CEO transition, with Josh D’Amaro set to take over at the March 18 meeting. Disney reported quarterly revenue of $25.98 billion and adjusted EPS of $1.63, while segment operating income fell 9% to $4.6 billion.

Disney shares fell 1.6% to $102.83 Tuesday after parks chief Josh D’Amaro was named CEO, effective March 18, as Bob Iger moves to a senior adviser role. The announcement followed Disney’s warning of softening park demand and negative free cash flow, despite a 5% revenue rise last quarter.

Disney shares fell 7% to $105.02 after its quarterly report, despite record $10 billion revenue in its Experiences segment and a 1% rise in domestic park attendance. The company flagged weaker international visitation at U.S. parks and modest profit growth ahead. Bloomberg reported Disney’s board may soon vote on naming Josh D’Amaro as CEO, though the company says no decision has been made. Regulators approved ESPN’s deal to acquire NFL Network.

Disney shares rose 1.1% premarket to $112.80 after reports named Josh D’Amaro as a leading CEO candidate, though the board says no decision is final. U.S. regulators cleared ESPN’s deal to acquire NFL Network assets, giving the NFL a 10% stake in ESPN. Disney’s fiscal Q1 results are due before the open.

Disney shares rose 1.1% to $112.80 Friday after reports that CEO Bob Iger plans to step down before his contract ends. The board is expected to meet next week to vote on a successor, with an announcement likely alongside Disney’s earnings report on Feb. 2.

Disney shares were little changed after hours Thursday following a proxy filing setting its annual meeting for March 18 and revealing the board aims to name a new CEO in early 2026. The filing also highlighted $1.3 billion in streaming profit for fiscal 2025 and $3.5 billion in share buybacks. Chief People Officer Sonia L. Coleman plans to sell 2,473 shares. Disney will report fiscal Q1 earnings on Feb. 2.

Disney shares fell 1.9% to $111.20 Friday after the company named Dave Filoni president of Lucasfilm, replacing Kathleen Kennedy. U.S. markets will be closed Monday for Martin Luther King Jr. Day, reopening Tuesday.

Disney shares rose 1.5% to $115.88 after CEO Bob Iger met China’s Vice Premier Ding Xuexiang, who urged more Disney investment in China. The company showcased new AI-powered ad tools at CES in Las Vegas. Disney’s Experiences segment faces cost pressures, with a $1.8 billion cruise ship overhaul delayed to March 2026. Shares closed about 7% below their 52-week high on lower-than-average volume.

Walt Disney shares fell 1.5% to $112.11 in early Friday trading, tracking weakness in the consumer-discretionary sector. The company said “Zootopia 2” became its highest-grossing animated film, reaching about $1.46 billion worldwide. Investors are awaiting U.S. jobs data next week and Disney’s dividend payment on Jan. 15.

Disney shares dropped 0.9% to $113.77 in after-hours trading Wednesday after a federal court ordered the company to pay $10 million for violating children’s privacy rules on YouTube. Separately, Disney’s “Zootopia 2” became its highest-grossing animated film, earning $1.46 billion worldwide. U.S. markets close Thursday for New Year’s Day and reopen Friday.

Disney shares fell 0.9% to $113.76 Wednesday after the Justice Department said the company agreed to a $10 million civil penalty over alleged children’s privacy violations on YouTube. Regulators said Disney failed to label some videos as directed at children, allowing data collection from users under 13. Disney also reported “Zootopia 2” reached $1.46 billion in global ticket sales.

Disney shares rose 0.55% to $114.19 Monday, bucking declines in major U.S. indexes. A late SEC filing showed Sonia L. Coleman, Disney’s chief people officer, sold 2,431 shares for about $277,000 under a pre-arranged plan after a holiday delay in EDGAR access. Trading volume was below average ahead of year-end. Investors await Disney’s January dividend and new U.S. economic data Tuesday.

Walt Disney shares fell 0.8% to $113.56 Friday amid thin post-holiday trading. “Avatar: Fire and Ash” led the domestic box office for a second weekend, grossing $64 million and bringing its global total to $760.4 million. The Dow slipped 0.04%, while the S&P 500 and Nasdaq also edged lower. Investors await Federal Reserve minutes next week.