Cwm LLC Grows Stake in The Walt Disney Company $DIS

Cwm LLC increased its stake in shares of The Walt Disney Company (NYSE:DIS) by 6.0% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 180,911 shares of the entertainment giant’s stock after purchasing an additional 10,221 shares during the period. Cwm LLC’s holdings in Walt Disney were worth $20,714,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently bought and sold shares of DIS. DiNuzzo Private Wealth Inc. lifted its position in shares of Walt Disney by 82.5% in the second quarter. DiNuzzo Private Wealth Inc. now owns 208 shares of the entertainment giant’s stock valued at $26,000 after acquiring an additional 94 shares in the last quarter. Harbor Asset Planning Inc. acquired a new position in Walt Disney in the 2nd quarter valued at $37,000. Total Investment Management Inc. acquired a new position in Walt Disney in the 2nd quarter valued at $37,000. Navigoe LLC lifted its holdings in Walt Disney by 89.2% in the 3rd quarter. Navigoe LLC now owns 403 shares of the entertainment giant’s stock valued at $46,000 after purchasing an additional 190 shares in the last quarter. Finally, Howard Hughes Medical Institute acquired a new stake in Walt Disney during the 2nd quarter worth $48,000. 65.71% of the stock is currently owned by institutional investors and hedge funds.

Walt Disney Price Performance

DIS stock opened at $113.54 on Friday. The Walt Disney Company has a 52-week low of $80.10 and a 52-week high of $124.69. The company has a quick ratio of 0.65, a current ratio of 0.71 and a debt-to-equity ratio of 0.31. The stock has a market cap of $202.70 billion, a price-to-earnings ratio of 16.55, a price-to-earnings-growth ratio of 1.57 and a beta of 1.49. The business has a fifty day moving average of $109.50 and a two-hundred day moving average of $114.51.

Walt Disney (NYSE:DIS) last announced its quarterly earnings results on Thursday, November 13th. The entertainment giant reported $1.11 EPS for the quarter, beating the consensus estimate of $1.03 by $0.08. The business had revenue of $22.46 billion for the quarter, compared to analyst estimates of $22.78 billion. Walt Disney had a return on equity of 9.37% and a net margin of 13.14%.The company’s quarterly revenue was down .5% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.14 EPS. As a group, research analysts anticipate that The Walt Disney Company will post 5.47 earnings per share for the current year.

Walt Disney Announces Dividend

The business also recently announced a dividend, which will be paid on Wednesday, July 22nd. Shareholders of record on Tuesday, June 30th will be paid a dividend of $0.75 per share. This represents a yield of 139.0%. The ex-dividend date of this dividend is Tuesday, June 30th. Walt Disney’s dividend payout ratio (DPR) is 21.87%.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on DIS shares. Wall Street Zen downgraded shares of Walt Disney from a “buy” rating to a “hold” rating in a research note on Friday, October 3rd. Jefferies Financial Group decreased their target price on shares of Walt Disney from $144.00 to $136.00 and set a “buy” rating on the stock in a research note on Friday, November 14th. Citigroup restated a “positive” rating on shares of Walt Disney in a report on Friday, November 14th. Cowen reaffirmed a “hold” rating on shares of Walt Disney in a report on Friday, November 14th. Finally, Rosenblatt Securities reiterated a “buy” rating and set a $141.00 price objective on shares of Walt Disney in a research report on Friday, October 17th. Nineteen analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $134.41.

Key Stores Impacting Walt Disney

Here are the key news stories impacting Walt Disney this week:

• Positive Sentiment: Box-office strength — Disney Studios has crossed $6 billion global box office for 2025, powered by hits like Zootopia 2, Lilo & Stitch and Avatar, which supports higher theatrical revenue, franchise value and downstream streaming/licensing. Walt Disney Studios Crosses $6 Billion At The Global Box Office Thanks To ‘Zootopia 2,’ ‘Lilo & Stitch’ & ‘Avatar’
• Positive Sentiment: Continued theatrical tailwinds — industry reports confirm Disney is the first studio to top $6B in 2025, reinforcing scale advantages for content monetization across parks, consumer products and streaming. Walt Disney Studios Becomes First and Only Studio To Cross $6 Billion Worldwide In 2025 As AVATAR: FIRE & ASH Hits $450M
• Positive Sentiment: Analyst/TV endorsement — Jim Cramer highlighted Disney’s cruise business as an attractive, recurring-revenue segment, which could boost investor sentiment around margin-accretive, reservation-driven revenue at Disney Cruise Line. “Disney (DIS)’s got good cruises,” Says Jim Cramer
• Positive Sentiment: Momentum vs. market — Market commentary notes Disney has recently outperformed in sessions and beaten short-term moves, signaling rotational interest from investors focused on content and parks recovery. Walt Disney (DIS) Beats Stock Market Upswing: What Investors Need to Know
• Positive Sentiment: Sector flows — A sector-rotation piece highlights communication-services names (where Disney sits via media and streaming exposure) as potential beneficiaries of rate moves, which could attract fresh institutional capital. Sector Rotation: 2 Smart Money Moves for 2026 (DIS)
• Neutral Sentiment: Engagement/branding — Free streaming of the Disney Parks Christmas parade and related coverage help brand engagement and subscriber funnel activity but are unlikely to move near-term financials materially. How to Watch Disney Parks ‘Magical Christmas Day Parade’ Online for Free
• Neutral Sentiment: Strategic focus — A short interview with Disney Entertainment leadership on the studio lot touches on AI and long-term content strategy; useful for understanding management priorities but not an immediate earnings driver. Spending a Day at the Disney Entertainment Studios
• Negative Sentiment: Park disruption/PR — Reports about planned demolition of a long-standing attraction could create short-term negative press and minor operational disruption at Disney World, though financial impact is likely limited. Disney World plans ‘demolition’ of beloved, decades-old park attraction — and it may happen by next week
• Negative Sentiment: Personnel news — The death of a former exec received coverage; reputationally noteworthy but unlikely to affect stock performance. Karen Glass Dies: Former Disney Exec & ‘A Pickleball Christmas’ Producer Was 63

About Walt Disney

The Walt Disney Company (NYSE: DIS), commonly known as Disney, is a diversified global entertainment and media conglomerate headquartered in Burbank, California. Founded in 1923 by Walt and Roy O. Disney, the company grew from an animation studio into a multi‑national entertainment enterprise known for iconic intellectual property and family‑oriented storytelling. Disney’s operations span film and television production, streaming services, theme parks and resorts, consumer products, and live entertainment.

On the content side, Disney produces and distributes feature films and television programming through a portfolio of studios and labels that includes Walt Disney Pictures, Pixar, Marvel Studios, Lucasfilm and 20th Century Studios, along with broadcast and cable networks such as ABC, FX and National Geographic.