Walt Disney Company (The) (DIS) — What Changed

Material changes in the AI committee's view · 28 events tracked · Detected nightly

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2026-08-01 MATERIAL
▲ Agreement Shift

DIS's Committee agreement moved from 42.90% to 57.10% (+14.20pp, 1 day(s) apart).

42.90 → 57.10 (+14.2)

2026-08-01 MINOR
▲ Score Change

DIS's Committee score moved from 54.84 to 56.94 (+2.10, 1 day(s) apart).

54.84 → 56.94 (+2.1)

2026-07-31 MATERIAL
▼ Agreement Shift

DIS's Committee agreement moved from 57.10% to 42.90% (-14.20pp, 1 day(s) apart).

57.10 → 42.90 (-14.2)

2026-07-31 MINOR
▼ Score Change

DIS's Committee score moved from 56.84 to 54.84 (-2.00, 1 day(s) apart).

56.84 → 54.84 (-2.0)

2026-07-30 MAJOR
▼ Agreement Shift

DIS's Committee agreement moved from 80.00% to 57.10% (-22.90pp, 1 day(s) apart).

80.00 → 57.10 (-22.9)

2026-07-30 MINOR
▲ Score Change

DIS's Committee score moved from 56.19 to 56.84 (+0.65, 1 day(s) apart).

56.19 → 56.84 (+0.7)

2026-07-30 MAJOR
— Conviction Change

DIS's Committee conviction moved from high to contested (1 day(s) apart).

high → contested

2026-07-28 MAJOR
▲ Agreement Shift

DIS's Committee agreement moved from 42.90% to 80.00% (+37.10pp, 1 day(s) apart).

42.90 → 80.00 (+37.1)

2026-07-28 MINOR
▲ Score Change

DIS's Committee score moved from 56.06 to 56.19 (+0.13, 1 day(s) apart).

56.06 → 56.19 (+0.1)

2026-07-28 MAJOR
— Conviction Change

DIS's Committee conviction moved from contested to high (1 day(s) apart).

contested → high

2026-07-24 MINOR
▼ Score Change

DIS's Committee score moved from 56.32 to 54.18 (-2.14, 1 day(s) apart).

56.32 → 54.18 (-2.1)

2026-07-19 MINOR
▲ Score Change

DIS's Committee score moved from 54.13 to 54.44 (+0.31, 1 day(s) apart).

54.13 → 54.44 (+0.3)

2026-07-18 MINOR
▼ Score Change

DIS's Committee score moved from 56.18 to 54.13 (-2.05, 1 day(s) apart).

56.18 → 54.13 (-2.0)

2026-07-17 MINOR
▲ Score Change

DIS's Committee score moved from 55.73 to 56.18 (+0.45, 1 day(s) apart).

55.73 → 56.18 (+0.5)

2026-07-15 MATERIAL
▼ Agreement Shift

DIS's Committee agreement moved from 57.10% to 42.90% (-14.20pp, 1 day(s) apart).

57.10 → 42.90 (-14.2)

2026-07-15 MINOR
▼ Score Change

DIS's Committee score moved from 57.91 to 55.73 (-2.18, 1 day(s) apart).

57.91 → 55.73 (-2.2)

2026-07-14 MINOR
▼ Agreement Shift

DIS's Committee agreement moved from 60.00% to 57.10% (-2.90pp, 1 day(s) apart).

60.00 → 57.10 (-2.9)

2026-07-14 MINOR
▼ Score Change

DIS's Committee score moved from 61.75 to 57.91 (-3.84, 1 day(s) apart).

61.75 → 57.91 (-3.8)

2026-07-14 MATERIAL
— Conviction Change

DIS's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-14 MAJOR
— Rating Change

DIS moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-13 MINOR
▲ Agreement Shift

DIS's Committee agreement moved from 57.10% to 60.00% (+2.90pp, 1 day(s) apart).

57.10 → 60.00 (+2.9)

2026-07-13 MATERIAL
— Conviction Change

DIS's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-13 MAJOR
— Rating Change

DIS moved from Watch to Buy (1 day(s) apart).

Watch → Buy

2026-07-13 MINOR
▼ Score Change

DIS's Committee score moved from 58.61 to 58.30 (-0.31, 1 day(s) apart).

58.61 → 58.30 (-0.3)

2026-07-10 MATERIAL
▲ Agreement Shift

DIS's Committee agreement moved from 50.00% to 60.00% (+10.00pp, 3 day(s) apart).

50.00 → 60.00 (+10.0)

2026-07-10 MATERIAL
▲ Score Change

DIS's Committee score moved from 55.85 to 62.19 (+6.34, 3 day(s) apart).

55.85 → 62.19 (+6.3)

2026-07-10 MATERIAL
— Conviction Change

DIS's Committee conviction moved from contested to moderate (3 day(s) apart).

contested → moderate

2026-07-10 MAJOR
— Rating Change

DIS moved from Watch to Buy (3 day(s) apart).

Watch → Buy

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →