Rep. Julia Letlow Purchases Shares of The Walt Disney Company (NYSE:DIS)

Representative Julia Letlow (R-Louisiana) recently bought shares of The Walt Disney Company (NYSE:DIS). In a filing disclosed on January 13th, the Representative disclosed that they had bought between $1,001 and $15,000 in Walt Disney stock on November 3rd. The trade occurred in the Representative’s “MERRILL LYNCH INVESTMENT ACCOUNT #025” account.

Representative Julia Letlow also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Salesforce (NYSE:CRM) on 12/16/2025.
• Sold $1,001 – $15,000 in shares of Pinterest (NYSE:PINS) on 12/16/2025.
• Purchased $1,001 – $15,000 in shares of United Rentals (NYSE:URI) on 12/16/2025.
• Sold $1,001 – $15,000 in shares of Abbott Laboratories (NYSE:ABT) on 12/8/2025.
• Sold $1,001 – $15,000 in shares of Mettler-Toledo International (NYSE:MTD) on 12/8/2025.
• Purchased $1,001 – $15,000 in shares of Icon Energy (NASDAQ:ICON) on 12/8/2025.
• Purchased $1,001 – $15,000 in shares of Devon Energy (NYSE:DVN) on 12/8/2025.
• Purchased $1,001 – $15,000 in shares of AstraZeneca (NASDAQ:AZN) on 12/8/2025.
• Purchased $1,001 – $15,000 in shares of Waters (NYSE:WAT) on 12/8/2025.
• Sold $1,001 – $15,000 in shares of AbbVie (NYSE:ABBV) on 12/8/2025.

Walt Disney Stock Performance

NYSE:DIS opened at $113.45 on Thursday. The Walt Disney Company has a fifty-two week low of $80.10 and a fifty-two week high of $124.69. The company has a debt-to-equity ratio of 0.31, a quick ratio of 0.65 and a current ratio of 0.71. The company has a 50 day moving average price of $109.93 and a 200 day moving average price of $114.04. The stock has a market capitalization of $202.54 billion, a P/E ratio of 16.54, a PEG ratio of 1.58 and a beta of 1.44.

Walt Disney (NYSE:DIS) last released its quarterly earnings results on Thursday, November 13th. The entertainment giant reported $1.11 EPS for the quarter, topping analysts’ consensus estimates of $1.03 by $0.08. Walt Disney had a return on equity of 9.37% and a net margin of 13.14%.The company had revenue of $22.46 billion for the quarter, compared to analysts’ expectations of $22.78 billion. During the same period in the prior year, the firm earned $1.14 earnings per share. The firm’s revenue was down .5% compared to the same quarter last year. Equities research analysts forecast that The Walt Disney Company will post 5.47 EPS for the current year.

Walt Disney Dividend Announcement

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

More Walt Disney News

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

• Positive Sentiment: Disney creates a new enterprise marketing & brand organization and names Asad Ayaz Chief Marketing & Brand Officer — the unit will report to CEO Bob Iger and is intended to align marketing across studios, Parks, and streaming services, which could boost cross-platform brand efficiency and ad/consumer targeting. The Walt Disney Company Establishes New Enterprise Marketing Organization; Names Asad Ayaz Chief Marketing and Brand Officer
• Positive Sentiment: Analyst sentiment is turning constructive — Phillip Securities upgraded DIS to a “moderate buy,” and broader analyst coverage/trending commentary highlights upside tied to Disney’s content, parks recovery and distribution strategy, supporting near-term demand for the stock. Zacks / Upgrade coverage reference
• Positive Sentiment: Broader discussion about ad innovation and AI-driven ad tools for Disney’s streaming platforms suggests potential for higher ad yields and improved monetization of viewership, a growth lever analysts cite for longer-term EBITDA/FCF upside. Disney Stock Up 4.4% in a Year: Will Ad Innovation Fuel Further Gains?
• Neutral Sentiment: Parks and attractions updates — milestones on refurbishments (Big Thunder Mountain), progress on new lands and events (MagiCup) indicate ongoing capital investment and demand for in-park experiences, supporting long-term recovery but with limited immediate earnings impact. Disney World Fan-Favorite Ride Closed for Months Just Hit a Major Milestone
• Neutral Sentiment: Editorial/operational items (e.g., reports Disney declined a Tomorrowland makeover proposal) are informational and unlikely to move fundamentals materially in the near term. Disney turned down Tomorrowland makeover proposed for Disneyland, report says
• Negative Sentiment: Weather-related park closures (a multi-day Disney World closure) represent a short-term hit to attendance and near-term Parks revenue, which can pressure quarterly results depending on timing and refund/credit impacts. Disney World Park Closes For Five Days Due to Weather Conditions

Hedge Funds Weigh In On Walt Disney

A number of institutional investors and hedge funds have recently modified their holdings of DIS. Kingstone Capital Partners Texas LLC purchased a new position in Walt Disney during the 2nd quarter worth $4,220,599,000. Wedge Capital Management L L P NC raised its holdings in Walt Disney by 8,744.0% during the second quarter. Wedge Capital Management L L P NC now owns 320,329 shares of the entertainment giant’s stock worth $39,724,000 after purchasing an additional 316,707 shares in the last quarter. Border to Coast Pensions Partnership Ltd lifted its position in Walt Disney by 13.6% in the second quarter. Border to Coast Pensions Partnership Ltd now owns 502,961 shares of the entertainment giant’s stock valued at $62,372,000 after purchasing an additional 60,353 shares during the period. Chapin Davis Inc. boosted its holdings in Walt Disney by 10.4% in the 2nd quarter. Chapin Davis Inc. now owns 30,117 shares of the entertainment giant’s stock valued at $3,735,000 after purchasing an additional 2,828 shares in the last quarter. Finally, Sterling Investment Counsel LLC increased its position in Walt Disney by 130.5% during the 3rd quarter. Sterling Investment Counsel LLC now owns 13,590 shares of the entertainment giant’s stock worth $1,556,000 after purchasing an additional 7,695 shares during the period. Institutional investors and hedge funds own 65.71% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on DIS. Wall Street Zen cut Walt Disney from a “buy” rating to a “hold” rating in a report on Friday, October 3rd. Arete Research raised shares of Walt Disney to a “strong sell” rating in a research report on Tuesday, October 28th. Sanford C. Bernstein reissued an “outperform” rating on shares of Walt Disney in a research note on Wednesday, November 12th. Evercore ISI upped their target price on shares of Walt Disney from $140.00 to $142.00 and gave the stock an “outperform” rating in a research note on Friday, November 14th. Finally, Jefferies Financial Group reduced their target price on shares of Walt Disney from $144.00 to $136.00 and set a “buy” rating on the stock in a report on Friday, November 14th. Nineteen research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $135.20.

About Representative Letlow

Julia Letlow (Republican Party) is a member of the U.S. House, representing Louisiana’s 5th Congressional District. She assumed office on April 14, 2021. Her current term ends on January 3, 2027.

Letlow (Republican Party) is running for re-election to the U.S. House to represent Louisiana’s 5th Congressional District. She declared candidacy for the primary scheduled on November 3, 2026.

Julia Letlow earned a doctorate. Letlow’s career experience includes working as a senior administrator with the University of Louisiana at Monroe.

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.