NEW YORK, December 29, 2025, 20:23 ET — Market closed
- Disney shares rose 0.6% on Monday, outperforming a down day for major U.S. indexes.
- A late SEC filing disclosed a planned sale by a senior executive after EDGAR access was disrupted over the holiday, the filing showed.
- Traders head into Tuesday watching fresh U.S. housing and regional factory data, with Disney’s January dividend payment looming.
Walt Disney shares rose 0.55% on Monday to close at $114.19, after trading between $113.20 and $114.49. Volume was about 8.0 million shares, below the roughly 11.1 million average over the last 20 sessions, data showed.
The move matters heading into year-end because trading has been thin and price swings can be exaggerated in the final sessions of the year, while investors position for known catalysts in January. On Monday, Disney’s gain came as U.S. stocks drifted lower in quiet, holiday-shortened trading.
Disney also saw fresh attention on insider activity after a Form 144 filed with the U.S. Securities and Exchange Commission disclosed a sale plan by Sonia L. Coleman, a senior executive vice president and the company’s chief people officer. The filing said: “This submission for sales on 12.24.2025 is being submitted today since EDGAR was unavailable until now for the holiday.” SEC
A separate Form 4 showed Coleman sold 2,431 shares on Dec. 24 for about $277,134, the filing showed. The Form 4 said the transaction was made under a Rule 10b5-1 plan — a pre-arranged program that lets executives trade shares on a set schedule — that Coleman adopted in May.
The broader backdrop was risk-off trading into year-end. The S&P 500 fell 0.3% on Monday, while the Dow dropped 0.5% and the Nasdaq slipped 0.5%, with heavyweight technology shares among the drags, the Associated Press reported.
For chart-focused traders, Disney finished the day above both its 50-day and 200-day moving averages, which sat near $110, data showed. Monday’s low near $113.20 is likely to be watched as a near-term support level, while the day’s high around $114.49 marks the first resistance area on the chart.
Investors continue to weigh Disney’s efforts to build profitable streaming while leaning on its parks and experiences business for cash flow. In its fiscal fourth-quarter report in November, Disney laid out near-term headwinds for the first quarter of fiscal 2026, including lower political advertising and a tougher theatrical comparison, the company said.
On the product side, Disney has been pushing bundles around its newer ESPN Unlimited service alongside Disney+ and Hulu. A limited-time promotion that runs through Jan. 5 prices an ad-supported Disney+/Hulu/ESPN Unlimited bundle at $29.99 a month for eligible new and returning customers, Business Insider reported.
Competitive moves elsewhere in media remain part of the backdrop for legacy-TV valuations. Comcast’s board has approved a separation of its cable networks into a new entity called Versant Media Group, which is scheduled to be completed on Jan. 2, 2026, Nasdaq reported, a step some investors see as a potential read-through for how public markets value traditional networks.
Before the next session, traders will be watching Tuesday’s U.S. economic calendar, including the S&P CoreLogic Case-Shiller home price index (20 cities) and the Chicago PMI, MarketWatch showed. With two sessions left in 2025 after Monday, holiday positioning and macro headlines are likely to keep volumes light.
Disney’s next company-specific dates are clearer on the shareholder-return front than on earnings. The company’s board declared a $1.50 per-share dividend to be paid in two installments, with the first $0.75 installment due Jan. 15, 2026, to shareholders of record on Dec. 15, Disney’s investor relations site said.
Looking further out, Disney has not confirmed the date for its next earnings release; Wall Street Horizon lists an unconfirmed estimate of Feb. 4, 2026, before the market. Investors have said they want the next report to show continued progress in streaming profitability and resilient demand at parks as 2026 guidance comes into focus.
