The Walt Disney Company(DIS)
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
Snapshot
$102.03
- 52-Week Range
- $92.19 – $124.69
- YTD
- -8.78%
- IV Rank (30D)
- 2.04
- Straddle Price
- $6.11
- P/C Vol Ratio
- 0.73
- Market Cap
- $180.4B
Fair Value
-18.7% vs price
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 0.5% and dividend payments are stable.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.49% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 9.99% (VRP-adj) |
| WACC | 8.98% |
| Volatility Risk Premium | +33.7pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | +6.4% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.06 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $7.1B |
| Return on Equity (TTM) | 10.3% |
| Book / Price | 61.8% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 37.2% |
| FCF Margin (TTM) | 7.3% |
| Debt / Equity | 0.33 |
| Quality Score | 2/6 — normal (10y DCF) |
| Market-Implied Growth | +13.9% (reverse-DCF on current price) |
| SMA 50 | $102.75 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $101.36 |
| Bollinger Width / SMA20 | 7.0% (drives anchor stability) |
| Net Debt | $32.8B |
| Market Cap | $187B |
Peers used for multiples: CMCSA, T, TMUS, VZ, WBD
(filtered from 8 ETF-co-members; sector bias active)
Blended Fair Value
$83.01
Current Price
$102.12
Deviation
-18.7%
Forward-Return Rank
SHORT
gates ✓
?
| Horizon | Expected α | z Pred | Blended z | Rank % | Active? |
|---|---|---|---|---|---|
| 21d | -5.0% | -0.81 | -0.78 | 36.5% | — |
| 42d | -8.6% | -1.37 | -0.78 | 36.5% | — |
| 63d | -10.9% | -1.58 | -0.78 | 36.5% | — |
Expected α = forward-return point estimate vs SPY (e.g., +7.5% means the predictor expects this stock to outperform SPY by 7.5% over that horizon).
For SHORT direction the model uses a different ranking metric (conviction-weighted deviation, not the LGBM prediction); Expected α is shown for reference.
⚠ flags rows where Expected α disagrees with the FV direction — two independent signals are in conflict; conviction is low even if rank looks extreme.
Forward-Return Rank. A proprietary ensemble of a machine-learning forward-return model and a conviction-weighted fundamental score, ranked cross-sectionally each day across the S&P 500 (and broader universes on the screener). Each stock is scored at three horizons (21/42/63 trading days). "Active" = top/bottom 5% AND all risk filters pass. Backtested mean alpha vs SPY on active picks: 21d LONG +13.4%, 63d +34.9% (S&P 500, walk-forward). Past performance is not indicative of future results.
Value vs momentum conflict ⚠. The "FV direction" (long/short) comes from the fundamentals-based engine — price vs intrinsic value. The "Expected α" comes from a separate machine-learning predictor trained on ~12 features (sector, options-implied move, beta, institutional flow, etc.). Sometimes the two disagree: a stock is overvalued by fundamentals but the predictor expects it to keep outperforming (sector or momentum tailwinds). When all 3 horizons disagree, treat the direction signal as low-conviction — neither model is strongly recommending a position.
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $60.66 | 17% | |
| DDM (Gordon) | $42.08 | 13% | |
| Peer P/E | $60.32 | 5% | median 9.1× · 4 peers |
| Peer EV/EBITDA | $65.97 | 5% | median 7.3× · 5 peers |
| Peer P/B | $117.54 | 5% | median 1.8× · 5 peers |
| Peer P/S | $78.41 | 5% | median 1.4× · 5 peers |
| Market Anchor (SMA50) | $102.75 | 33% | stability 100% (BB-width) |
| Options Expected (B-L 30d) | $101.54 | 17% | 41 strikes · skew -1.34 |
As of 2026-06-22 · updated 2026-06-22 19:19:32.849000
Info
- Industry (SIC)
- SERVICES-MISCELLANEOUS AMUSEMENT & RECREATION (7990)
- Exchange
- XNYS
- Market Cap
- $180.4B
Disney operates in three global business segments: entertainment, sports, and experiences. Entertainment and experiences both benefit from the firm's ownership of iconic franchises and characters. Entertainment includes the ABC broadcast network, several cable television networks, and the Disney+ and Hulu streaming services. Within the segment, Disney also engages in movie and television production and distribution, with content licensed to movie theaters, other content providers, or, increasingly, kept in-house for use on Disney's own streaming platform and television networks. The sports seg…
Chart
Seasonality
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | -0.13% | 23 |
| Feb | +2.42% | 23 |
| Mar | -0.86% | 23 |
| Apr | +1.99% | 23 |
| May | +0.86% | 23 |
| Jun | -1.11% | 23 |
| Jul | +1.19% | 22 |
| Aug | -1.31% | 22 |
| Sep | -1.20% | 23 |
| Oct | +2.35% | 23 |
| Nov | +3.08% | 23 |
| Dec | +1.28% | 23 |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $101.29
SMA 50: $102.80
SMA 200: $107.05
Current: $102.12
EMA 12: $101.39
EMA 26: $101.68
MACD: -0.2924 | Signal: 0.3180
BEARISH
ADX (14): 12.76
RANGE
+DI: 20.19
−DI: 14.48
Momentum Oscillators
RSI (14): 51.34
NEUTRAL
Stoch %K: 70.13
Stoch %D: 62.18
Williams %R: -34.43
Volume & Volatility
BB Upper: $104.78
BB Lower: $97.80
NEUTRAL
OBV: -183,730,535
Vol SMA 20: 9,342,912
Vol ROC: -13.18%
ATR: $2.26
True Range: $2.80
HV 20: 20.3%
HV 30: 22.3%
HV 60: 26.9%
Data Summary
Data Points: 500
Last Updated: 2026-06-22T19:20:27.193000
Date Range: 2024-06-21T00:00:00 – 2026-06-18T00:00:00
AI Analysis
Choose Frenzy-Fast™ for quick analysis or Frenzy-Pro™ for comprehensive analysis.
Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.
News
Most of us think we know how Disney (DIS) makes money. The $169 park ticket. The $250 million blockbuster. The streaming bill that creeps higher every fall. We picture the cash where the magic is. Here is what I keep coming back to. The fastest-growing part of a company is…
Earnings History
4 of 8 under expected move
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-08-07 | Pre-Market | 7.69% | 4.64% | 0.60x | Within |
| 2024-11-14 | Pre-Market | 6.67% | 5.55% | 0.83x | Within |
| 2025-02-05 | Pre-Market | 6.88% | 2.48% | 0.36x | Within |
| 2025-05-07 | Pre-Market | 6.79% | 10.89% | 1.60x | Exceeded |
| 2025-08-06 | Pre-Market | 6.12% | 2.74% | 0.45x | Within |
| 2025-11-13 | Pre-Market | 6.81% | 7.97% | 1.17x | Exceeded |
| 2026-02-02 | Pre-Market | 6.46% | 7.22% | 1.12x | Exceeded |
| 2026-05-06 | Pre-Market | 6.78% | 7.63% | 1.13x | Exceeded |
Options Activity
- IV Rank (30D)
- 2.04
- IV Rank (7D)
- 100
- Avg IV
- 32.8%
- Straddle (30D)
- $6.11
- Straddle (7D)
- $2.52
- P/C Volume
- 0.73
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
ATM — / Wing —
30 DTE / 10d
—
—
pts
EXTREME
ATM — / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
- Beta (1Y vs SPY)
- 0.84
- Correlation (SPY)
- 42.8%
- R²
- 0.18
- Ann. Volatility
- 24.4%
- SPY Volatility
- 12.4%
Moderate volatility - stock generally follows market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-03-31
? 13F Guide
Diluted shares outstanding: 1,795,250,000 (as of 2026-03-28)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
73 filers$2.64B notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $673.30M | 25.48% | 2026-03-31 |
| 2 | CITADEL ADVISORS LLC Custodian | $274.51M | 10.39% | 2026-03-31 |
| 3 | Long Focus Capital Management, LLC | $264.82M | 10.02% | 2026-03-31 |
| 4 | IMC-Chicago, LLC Custodian | $231.83M | 8.77% | 2026-03-31 |
| 5 | JANE STREET GROUP, LLC Custodian | $157.39M | 5.96% | 2026-03-31 |
| 6 | WOLVERINE TRADING, LLC Custodian | $122.15M | 4.62% | 2025-09-30 |
| 7 | BlackRock, Inc. Custodian | $96.67M | 3.66% | 2026-03-31 |
| 8 | Walleye Trading LLC | $93.38M | 3.53% | 2026-03-31 |
| 9 | TORONTO DOMINION BANK | $86.74M | 3.28% | 2026-03-31 |
| 10 | SIMPLEX TRADING, LLC Custodian | $72.28M | 2.73% | 2026-03-31 |
| 11 | Point72 Asset Management, L.P. | $60.85M | 2.30% | 2026-03-31 |
| 12 | GROUP ONE TRADING LLC Custodian | $52.25M | 1.98% | 2026-03-31 |
| 13 | UBS Group AG Custodian | $39.37M | 1.49% | 2026-03-31 |
| 14 | JPMORGAN CHASE & CO Custodian | $34.77M | 1.32% | 2026-03-31 |
| 15 | BALYASNY ASSET MANAGEMENT L.P. | $31.82M | 1.20% | 2026-03-31 |
| 16 | CAPITAL FUND MANAGEMENT S.A. | $30.84M | 1.17% | 2026-03-31 |
| 17 | PEAK6 LLC | $28.96M | 1.10% | 2026-03-31 |
| 18 | MILLENNIUM MANAGEMENT LLC Custodian | $22.08M | 0.84% | 2026-03-31 |
| 19 | BNP PARIBAS FINANCIAL MARKETS Custodian | $21.70M | 0.82% | 2026-03-31 |
| 20 | Qube Research & Technologies Ltd | $20.81M | 0.79% | 2026-03-31 |
| 21 | CITIGROUP INC Custodian | $19.32M | 0.73% | 2026-03-31 |
| 22 | Squarepoint Ops LLC | $16.12M | 0.61% | 2026-03-31 |
| 23 | D. E. Shaw & Co., Inc. Custodian | $15.62M | 0.59% | 2026-03-31 |
| 24 | Leonteq Securities AG | $14.46M | 0.55% | 2026-03-31 |
| 25 | Eisler Capital Management Ltd. | $13.72M | 0.52% | 2025-09-30 |
66 filers$2.65B notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $500.32M | 18.89% | 2026-03-31 |
| 2 | JANE STREET GROUP, LLC Custodian | $349.09M | 13.18% | 2026-03-31 |
| 3 | CITADEL ADVISORS LLC Custodian | $257.06M | 9.70% | 2026-03-31 |
| 4 | BALYASNY ASSET MANAGEMENT L.P. | $221.30M | 8.35% | 2026-03-31 |
| 5 | CITIGROUP INC Custodian | $131.13M | 4.95% | 2026-03-31 |
| 6 | IMC-Chicago, LLC Custodian | $113.17M | 4.27% | 2026-03-31 |
| 7 | Hudson Bay Capital Management LP | $106.02M | 4.00% | 2026-03-31 |
| 8 | MARSHALL WACE, LLP Custodian | $100.35M | 3.79% | 2026-03-31 |
| 9 | MILLENNIUM MANAGEMENT LLC Custodian | $93.11M | 3.51% | 2026-03-31 |
| 10 | WOLVERINE TRADING, LLC Custodian | $68.47M | 2.58% | 2025-09-30 |
| 11 | BNP PARIBAS FINANCIAL MARKETS Custodian | $61.09M | 2.31% | 2026-03-31 |
| 12 | GOLDMAN SACHS GROUP INC Custodian | $54.93M | 2.07% | 2026-03-31 |
| 13 | Eisler Capital Management Ltd. | $50.88M | 1.92% | 2025-09-30 |
| 14 | SIMPLEX TRADING, LLC Custodian | $47.30M | 1.79% | 2026-03-31 |
| 15 | D. E. Shaw & Co., Inc. Custodian | $42.35M | 1.60% | 2026-03-31 |
| 16 | Walleye Trading LLC | $36.55M | 1.38% | 2026-03-31 |
| 17 | TUDOR INVESTMENT CORP ET AL | $30.46M | 1.15% | 2026-03-31 |
| 18 | CAPITAL FUND MANAGEMENT S.A. | $29.95M | 1.13% | 2026-03-31 |
| 19 | Squarepoint Ops LLC | $28.85M | 1.09% | 2026-03-31 |
| 20 | UBS Group AG Custodian | $26.91M | 1.02% | 2026-03-31 |
| 21 | BARCLAYS PLC Custodian | $23.17M | 0.87% | 2026-03-31 |
| 22 | Qube Research & Technologies Ltd | $21.55M | 0.81% | 2026-03-31 |
| 23 | CAPSTONE INVESTMENT ADVISORS, LLC | $19.65M | 0.74% | 2026-03-31 |
| 24 | Point72 Asset Management, L.P. | $19.55M | 0.74% | 2026-03-31 |
| 25 | GROUP ONE TRADING LLC Custodian | $17.26M | 0.65% | 2026-03-31 |
Insider Activity
Latest: 2026-06-16
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-06-16 | BRENT WOODFORD | EVP, Control, Fin Plan & Tax | Mixed | +1,727 | $101.50 | -$49.5K | EDGAR |
| 2026-06-16 | Paul M Roeder | Sr EVP and Chief Comm Officer | Mixed | +983 | $101.50 | -$55.8K | EDGAR |
| 2026-04-02 | Amy Chang | Director | Award (A) | +1,080 | $96.96 | $104.8K | EDGAR |
| 2026-04-02 | Derica W Rice | Director | Award (A) | +1,229 | $96.96 | $119.2K | EDGAR |
| 2026-04-02 | CALVIN MCDONALD | Director | Award (A) | +1,080 | $96.96 | $104.8K | EDGAR |
| 2026-04-02 | Mary T Barra | Director | Award (A) | +1,253 | $96.96 | $121.5K | EDGAR |
| 2026-04-02 | JAMES P GORMAN | Director | Award (A) | +1,477 | $96.96 | $143.2K | EDGAR |
| 2026-04-02 | JEFFREY E WILLIAMS | Director | Award (A) | +154 | $96.96 | $15.0K | EDGAR |
| 2026-04-02 | Carolyn Everson | Director | Award (A) | +1,064 | $96.96 | $103.2K | EDGAR |
| 2026-04-02 | Jeremy Darroch | Director | Mixed | +563 | $100.93 | $48.7K | EDGAR |
| 2026-04-02 | MARIA ELENA LAGOMASINO | Director | Award (A) | +1,266 | $96.96 | $122.8K | EDGAR |
| 2026-04-02 | Michael B. G. Froman | Director | Award (A) | +1,087 | $96.96 | $105.5K | EDGAR |
| 2026-03-20 | Joshua W DAmaro | Chief Executive Officer | Grant (A) | +95,846 RSU | — | EDGAR | |
| 2026-03-20 | Dana Walden | President&Chief Creative Ofcr | Grant (A) | +51,947 opt | — | EDGAR | |
| 2026-02-17 | Amy Chang | Director | Buy (P) | +916 | $107.85 | $98.8K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
Insider Holdings
27 insiders · @ $102.12
Officers, directors, and 10%+ owners ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | ROBERT A IGER | Chief Executive Officer | 232,818 | $23.78M | -$418.49M | 38 | 2025-12-17 |
| 2 | Christine M McCarthy | SEVP & Chief Financial Officer | 186,061 | $19.00M | -$22.84M | 24 | 2023-01-13 |
| 3 | ALAN N BRAVERMAN | Sr EVP, General Counsel & Secy | 122,023 | $12.46M | -$37.61M | 18 | 2021-12-23 |
| 4 | BRENT WOODFORD | EVP, Control, Fin Plan & Tax | 58,729 | $6.00M | -$18.30M | 72 | 2026-06-16 |
| 5 | Horacio E Gutierrez | SEVP, CL&GAO | 58,317 | $5.96M | $0 | 10 | 2026-01-20 |
| 6 | JAMES P GORMAN | Director | 47,211 | $4.82M | $4.13M | 11 | 2026-04-02 |
| 7 | SUSAN E ARNOLD | Director | 46,295 | $4.73M | -$1.49M | 19 | 2023-04-04 |
| 8 | MARIA ELENA LAGOMASINO | Director | 36,785 | $3.76M | $0 | 30 | 2026-04-02 |
| 9 | MARK G PARKER | Director | 29,649 | $3.03M | $0 | 25 | 2025-01-02 |
| 10 | CALVIN MCDONALD | Director | 28,634 | $2.92M | $1000.0K | 21 | 2026-04-02 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
Notice of Proposed Sale (Form 144)
Latest: 2026-01-22
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. Amendments (Form 144/A) and post-cancellation refilings can inflate this if you sum naively; the rollup above excludes filings with zero stated value.
Source & freshness: Parsed directly from EDGAR primary-doc XML. Daily refresh; new filings typically appear here the morning after they hit EDGAR.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-01-22 | Coleman Sonia L | Officer | 2,473 | $281.9K | 2026-01-22 | Merrill Lynch | 10b5-1 | EDGAR |
| 2025-12-29 | Coleman Sonia L | Officer | 2,431 | $277.1K | 2025-12-24 | Merrill Lynch | 10b5-1 | EDGAR |
| 2025-08-25 | Coleman Sonia L | Officer | 1,971 | $233.7K | 2025-08-25 | MERRILL LYNCH | 10b5-1 | EDGAR |
| 2025-01-22 | Coleman Sonia L | Officer | 689 | $74.9K | 2025-01-22 | MERRILL LYNCH | 10b5-1 | EDGAR |
| 2024-12-17 | Coleman Sonia L | Officer | 3,078 | $342.8K | 2024-12-17 | MERRILL LYNCH | 10b5-1 | EDGAR |
| 2024-11-22 | IGER ROBERT A | Officer | 372,412 | $42.67M | 2024-11-22 | MERRILL LYNCH | 10b5-1 | EDGAR |
| 2024-11-12 | Coleman Sonia L | Officer | 2,798 | $279.8K | 2024-11-11 | MERRILL LYNCH | 10b5-1 | EDGAR |
| 2024-05-09 | Coleman Sonia L | Officer | 4,400 | $466.4K | 2024-05-09 | MERRILL LYCNH | — | EDGAR |
| 2024-04-01 | Coleman Sonia L | Officer | 1,857 | $226.4K | 2024-04-01 | MERRILL LYCNH | 10b5-1 | EDGAR |
| 2024-01-02 | Coleman Sonia L | Officer | 898 | $80.9K | 2024-01-02 | MERRILL LYCNH | 10b5-1 | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed.
Recent SEC Filings
Latest: 2026-05-06
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-06 | 0001744489-26-000036 | EDGAR |
| 2026-03-20 | 0001628280-26-020172 | EDGAR |
| 2026-03-03 | 0001193125-26-088356 | EDGAR |
| 2026-02-24 | 0001744489-26-000025 | EDGAR |
| 2026-02-12 | 0001193125-26-048674 | EDGAR |
| 2026-02-03 | 0001744489-26-000022 | EDGAR |
| 2026-02-02 | 0001744489-26-000018 | EDGAR |
| 2025-12-09 | 0001744489-25-000159 | EDGAR |
| 2025-11-13 | 0001744489-25-000154 | EDGAR |
| 2025-11-12 | 0001744489-25-000149 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-06 | 0001744489-26-000037 | EDGAR |
| 2026-02-02 | 0001744489-26-000019 | EDGAR |
| 2025-08-06 | 0001744489-25-000136 | EDGAR |
| 2025-05-07 | 0001744489-25-000098 | EDGAR |
| 2025-02-05 | 0001744489-25-000067 | EDGAR |
| 2024-08-07 | 0001744489-24-000232 | EDGAR |
| 2024-05-07 | 0001744489-24-000152 | EDGAR |
| 2024-02-07 | 0001744489-24-000081 | EDGAR |
| 2023-08-09 | 0001744489-23-000171 | EDGAR |
| 2023-05-10 | 0001744489-23-000099 | EDGAR |
ETF Holders
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
| P/E Ratio | 16.3 |
| P/B Ratio | 1.7 |
| P/S Ratio | 1.9 |
| EV/EBITDA | 11.5 |
| TTM Revenue | $97.3B |
| TTM Net Income | $11.2B |
| TTM EPS | $6.26 |
| ROE | 10.3% |
| Dividend Yield | 1.24% |
| Debt/Equity | 0.44 |