New York, February 14, 2026, 16:35 EST — The session has wrapped up.
- Disney shares ended the session up 3%, finishing at $105.45. That follows a sharp decline just the day before.
- SEC filings show a notes offering worth $4 billion, maturing in 2036
- U.S. markets reopen Tuesday, with major inflation numbers dropping on Feb. 20.
Walt Disney Co shares rebounded 3% Friday, ending the session at $105.45. That move pared back some of the steep losses logged just a day before.
Disney’s fresh move for bond market funding arrives while investors are busy retooling their rate bets following a softer U.S. inflation read. Even so, higher borrowing costs are still making themselves felt—especially across big media and consumer firms.
Timing isn’t ideal. With U.S. stock markets closed Monday for Washington’s Birthday (Presidents Day), trading pauses until Tuesday. That leaves a shortened week for any trend to take hold.
Disney, in a Feb. 12 filing, outlined plans to sell $4 billion in senior notes, splitting the deal into $500 million of floating-rate notes maturing in 2029 and a trio of fixed-rate tranches: $1.0 billion at 3.750% due 2029, $1.5 billion due 2031 at 4.000%, and another $1.0 billion due 2036 with a 4.625% coupon. The floating-rate portion’s payments will shift along with short-term benchmarks. According to the underwriting agreement, Disney anticipates netting about $3.97 billion after discounts, with proceeds headed for general corporate purposes.
Friday brought a quieter tone overall. Wall Street ended the session with minor moves, while Treasury yields ticked lower as U.S. inflation numbers landed below forecasts. Tim Holland, Orion’s chief investment officer, pointed out that the CPI is “a bit of good news” with the reading now nearer 2% than 3% heading into the long weekend. Reuters
The Labor Department said January’s consumer price index ticked up by 0.2%. Strip out food and energy, and “core” CPI climbed 0.3%. Price pressures? Still “a little too hot for comfort,” according to James McCann, senior economist at Edward Jones. Lydia Boussour over at EY-Parthenon isn’t expecting much relief soon, calling inflation “somewhat sticky” for the first half. Reuters
Disney shares tumbled roughly 5.7% on Thursday, putting a heavy dent in the Dow. Thanks to its price-weighted setup, the index felt Disney’s drop more acutely than its market cap alone might indicate—higher-priced stocks like this pack more punch. The stock ranked among the Dow’s biggest drags for the day.
The stock, down around 18% from its 52-week peak of $124.69, slid as low as $102.38 during Thursday’s session, GuruFocus data show.
Disney shares bounced around after its quarterly report earlier this month, as the company pointed to “headwinds” from international visitors and reported a drop in operating profit for its entertainment division. Reuters
The picture isn’t straightforward. Should inflation stick around and yields head higher, Disney might get hit with pricier funding right as consumers start pulling back on parks, cruises, and that ad-supported streaming tier.
Friday, Feb. 20, marks the next critical data drop: the Bureau of Economic Analysis is set to publish personal income and outlays, along with the PCE price index — the inflation gauge the Fed tracks. Markets will be back in action Tuesday before the release.
