Disney (NYSE:DIS) lags S&P with Toy Story 5 and parks in focus

Disney shares closed at $98.79 on Friday, gaining 0.75%. The S&P 500 edged down 0.05%. Trading volume for Disney hit 13.92 million, which was 149% of its 65-day average, according to MarketWatch. The U.S. cash equity market was closed Saturday.

Walt Disney Co shares could see action when U.S. markets open Monday, following word that regulators have launched an investigation connected to ABC's daytime talk show “The View.” The stock finished Friday at $108.70, up 3.55%.

Walt Disney jumped 3.6% Friday, ending the session at $108.70 and clawing back some ground after taking a hit earlier in the week. U.S. stocks broadly shifted back into risk-on territory.

Shares of Walt Disney dropped $1.62, or 1.6%, to $102.83 on Tuesday, slipping further after the appointment of theme-park head Josh D’Amaro as the new CEO.

Disney shares slipped roughly 7% to $105.02 on Monday, erasing an initial gain following the media giant’s quarterly report, which spotlighted its theme parks and travel forecasts.

Walt Disney shares edged up about 1.1% to $112.80 in premarket trading ahead of the U.S. session, following a Bloomberg News report that the board is near choosing parks chief D'Amaro as the next CEO. Reuters hasn’t confirmed the scoop, and Disney didn’t immediately reply to requests for comment. A company spokesperson stated, “The board has not yet selected the next CEO of the Walt Disney Co. and once that decision is made, we will announce it.”

Walt Disney’s shares climbed roughly 1.1% on Friday, closing at $112.80. Investors are now turning their attention to news that CEO Bob Iger intends to step down before his contract runs out at year-end.

Shares of The Walt Disney Company were mostly flat in after-hours trading Thursday following a proxy filing that set a virtual annual meeting for March 18. The filing also revealed the board plans to appoint its next CEO in early 2026. Disney's stock edged up 4 cents, or roughly 0.04%, to $113.21, after fluctuating between $112.20 and $114.24 during the regular session. Chairman James P. Gorman described succession planning as a “top priority.”

Walt Disney shares ended Friday down 1.9%, closing at $111.20 after fluctuating between $111.14 and $113.79 during the session.

Shares of Walt Disney Co climbed 1.5%, closing Friday at $115.88. Investors digested a Reuters report that CEO Bob Iger met with China’s Vice Premier Ding Xuexiang in Beijing. Ding urged Iger to boost Disney’s investment in China, where Iger said the company remains “full of confidence in China’s development” and plans to continue expanding its presence. Notably, China limits Hollywood imports to 10 films annually, with analysts estimating Hollywood movies make up roughly 5% of the country’s total box office revenue.

Walt Disney shares will be in focus when U.S. trading resumes on Monday after the company said “Avatar: Fire and Ash” has topped $1 billion in global ticket sales. The third film in James Cameron’s “Avatar” series has generated $1.03 billion worldwide, and Comscore’s Paul Dergarabedian said, “These movies consistently draw audiences to the movie theater.” Reuters

Walt Disney Co shares fell 1.5% to $112.11 in early afternoon trading on Friday, sliding with broader consumer-discretionary weakness. The stock traded between $111.65 and $113.98 in the session, while the Consumer Discretionary Select Sector SPDR ETF was down about 1.1%.

Walt Disney shares ended 0.9% lower in the final U.S. trading session of 2025 on Wednesday, before markets shut for New Year’s Day. The move came as investors weighed a fresh regulatory headline around how the company labels children’s content on YouTube.

Disney stock fell $1.01, or 0.9%, to $113.77 in late after-hours trading on Wednesday. After-hours is the session after the 4 p.m. ET close.