DIS Shareholders and Stock Info ONLY

[RivShore]

Was just about to ask if anyone has seen any news.

Market is down 1% while DIS is down 6%+. it is more than a general market decline. What the heck??

DIS is by far the biggest loser in my portfolio today. Must be some news somewhere.

 

[chicagodisneyguy]

Man, I read this as, "why DIS is $6 this morning," and I was like...WHAT? I was thinking I should buy, that is if there was even a company left to buy! That little minus sign is important.

If it was at $6 i would have backed the truck up and bought all i could until the machine said i can't buy any more!!!!! And then I would have asked "anyone know why DIS is trading $12?" lol

 

[RivShore]

Does the market not like the $4B of new debt? looks like its at favorable rates in the 4% range.

 

[chicagodisneyguy]

Considering Google just issued $1b of 100 year bonds and was 10x over subscribed I can't imagine it was that. The way it moved to start the day was nuts to not have a big headline attached to it. Maybe a large stakeholder bailed?

 

[RivShore]

It really followed Netflix down since the open, there must be some bad advertising or streaming news out there??

 

[wabbott]

Could be this news that came out today.

https://wdwnt.com/2026/02/disney-lost-170-million-with-live-action-snow-white/
Disney Lost $170 Million With Live-Action ‘Snow White’

But more likely a move that reflects the broader market trend. CMCSA was down 2% today.

https://www.cnbc.com/quotes/CMCSA

Close
31.82

-0.66 (-2.03%)

Volume
31,761,843

52 week range
24.12 - 35.58

 

[Duckbug.Ducktales]

Could be this news that came out today.

https://wdwnt.com/2026/02/disney-lost-170-million-with-live-action-snow-white/
Disney Lost $170 Million With Live-Action ‘Snow White’

But they had a blockbuster year anyway with Lilo & Stitch, Z2, Avatar 3... So I can't imagine it's that

 

[HokieRaven5]

But they had a blockbuster year anyway with Lilo & Stitch, Z2, Avatar 3... So I can't imagine it's that

Yeah all told the studio sector for calendar 2025 turned a profit based on earnings, a blog post from yesterday off a Forbes breakdown of a film everyone already knew didn’t perform well at the box office isn’t moving the stock.

A lot of movement today in the tech sector and DIS probably also catching effects of that movement. NFLX is also down 6% the last week and 15% the last month,

 

[wabbott]

Does the market not like the $4B of new debt? looks like its at favorable rates in the 4% range.

https://www.forbes.com/sites/caroli...on-borrowing-drives-stock-down-to-almost-100/

Disney's $4 Billion Borrowing Drives Stock Down To Almost $100
By Caroline Reid, Senior Contributor.
Feb 12, 2026, 03:22pm EST

 

[RivShore]

https://www.forbes.com/sites/caroli...on-borrowing-drives-stock-down-to-almost-100/

Disney's $4 Billion Borrowing Drives Stock Down To Almost $100
By Caroline Reid, Senior Contributor.
Feb 12, 2026, 03:22pm EST

Thanks @wabbott , that does make more sense than the explanation of just getting caught in the tech/netflix downdraft, especially given NFLX PE is 30 and Dis is 15. Its also the first debt issuance since covid, that could have spooked investors too. By the way, that 15 PE is about as low as DIS has gone the last decade or so. Bob is leaving Josh a truly broken stock, can Josh work some magic for us long suffering investors?

 

[OKW Lover]

Thanks @wabbott , that does make more sense than the explanation of just getting caught in the tech/netflix downdraft, especially given NFLX PE is 30 and Dis is 15. Its also the first debt issuance since covid, that could have spooked investors too. By the way, that 15 PE is about as low as DIS has gone the last decade or so. Bob is leaving Josh a truly broken stock, can Josh work some magic for us long suffering investors?

Kind of makes me wonder what the metrics are for Josh's bonus compensation. What date do that use as the benchmark from which they measure shareholder value.

 

[wabbott]

https://www.reuters.com/business/me...-paramount-bloomberg-news-reports-2026-02-15/

Warner Bros weighs reopening sale talks with Paramount, Bloomberg News reports

February 15, 2026 - 1:51 PM CST

 

[wabbott]

https://www.cnbc.com/2026/02/17/netflix-wbd-waiver-deal-talks-paramount-skydance.html

Netflix grants Warner Bros. Discovery 7-day waiver to hold deal talks with Paramount Skydance

Published Tue, Feb 17 2026 - 7:03 AM EST

Sara Salinas@in/saracsalinas@saracsalinas
Key Points

• Netflix has granted Warner Bros. Discovery a 7-day waiver to reopen deal talks with Paramount Skydance.
• WBD announced a special meeting of its shareholders will be held on March 20.

 

[OKW Lover]

https://www.cnbc.com/2026/02/17/netflix-wbd-waiver-deal-talks-paramount-skydance.html

Netflix grants Warner Bros. Discovery 7-day waiver to hold deal talks with Paramount Skydance

Published Tue, Feb 17 2026 - 7:03 AM EST

Sara Salinas@in/saracsalinas@saracsalinas
Key Points

• Netflix has granted Warner Bros. Discovery a 7-day waiver to reopen deal talks with Paramount Skydance.
• WBD announced a special meeting of its shareholders will be held on March 20.

Interesting turn of events. I see the board continues to favor Netflix though. It looks like this is an attempt to maximize the selling price for its shareholders. Giving PSKY 7 days to improve its offer will likely result in a better deal than is already on the table. But it is also likely that Netflix will be forced to up its bid to compensate.

 

[HokieRaven5]

Cinemark theaters posted their annual earnings today. $3.1B in revenue, $141M in net income

https://d1io3yog0oux5.cloudfront.ne...gs_release/Q4+2025+Earnings+Release_Final.pdf

 

[RivShore]

As I believe I said somewhere on this thread recently, the decline in international tourism to Florida has been greatly exaggerated...

https://www.clickorlando.com/news/f...ion-florida-welcomes-record-visitors-in-2025/

‘Top travel destination:’ Florida welcomes record visitors in 2025​

International visitors also grew, especially from Brazil, Argentina, and several European countries, with Brazil now the second-largest overseas market.