Investment House LLC Sells 27,522 Shares of The Walt Disney Company $DIS

Investment House LLC lessened its position in The Walt Disney Company (NYSE:DIS) by 83.7% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 5,370 shares of the entertainment giant’s stock after selling 27,522 shares during the quarter. Investment House LLC’s holdings in Walt Disney were worth $615,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds also recently made changes to their positions in the company. Sterling Investment Counsel LLC grew its stake in shares of Walt Disney by 130.5% in the third quarter. Sterling Investment Counsel LLC now owns 13,590 shares of the entertainment giant’s stock worth $1,556,000 after acquiring an additional 7,695 shares during the last quarter. Coronation Fund Managers Ltd. grew its position in Walt Disney by 18.5% during the 2nd quarter. Coronation Fund Managers Ltd. now owns 224,835 shares of the entertainment giant’s stock valued at $27,882,000 after purchasing an additional 35,073 shares during the last quarter. SVB Wealth LLC purchased a new stake in Walt Disney during the 2nd quarter valued at about $1,352,000. Teacher Retirement System of Texas increased its stake in Walt Disney by 4.9% during the 2nd quarter. Teacher Retirement System of Texas now owns 515,072 shares of the entertainment giant’s stock valued at $63,874,000 after purchasing an additional 24,038 shares in the last quarter. Finally, Baron Silver Stevens Financial Advisors LLC raised its holdings in Walt Disney by 244.6% in the third quarter. Baron Silver Stevens Financial Advisors LLC now owns 10,365 shares of the entertainment giant’s stock worth $1,187,000 after buying an additional 7,357 shares during the last quarter. 65.71% of the stock is currently owned by institutional investors.

Key Stories Impacting Walt Disney

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

• Positive Sentiment: Analysts at Seeking Alpha reiterate a buy and say Q1 2026 could produce an outsized performance, highlighting potential near-term revenue catalysts that could support the stock if results beat expectations. Disney: Q1 2026 May Bring Forth Outsized Performance – Reiterate Buy
• Positive Sentiment: Zacks notes Disney’s heavy capital deployment into Experiences (new parks, cruise ships, and pricing power) should drive long-term growth even though it pressures margins now — a constructive long-term thesis for investors focused on cash returns from parks. Will Disney’s Experiences Investments Pay Off Over the Long Term?
• Positive Sentiment: Reports of a major new theme park development in Disney’s backyard and recent operational upgrades (guest-driven park changes, permit approvals for employee housing in Central Florida) point to capacity expansion and improved staffing stability — both supportive of park margins over time. A major new theme park is coming to Disney’s backyard
• Positive Sentiment: Disney received a major permit approval for its Central Florida attainable-housing community, which helps alleviate staffing/commuting constraints for parks and resorts — a small but tangible operational positive. Disney’s Central Florida Attainable Housing Community Gets Major Permit Approval
• Neutral Sentiment: New documentary coverage (Disneyland Handcrafted) and the return of long-standing park traditions are positive for brand and guest engagement but have limited near-term financial impact. ‘Disneyland Handcrafted’ sheds light on Walt Disney’s Disneyland dream and the team that made it come true
• Neutral Sentiment: Commentary pieces on AI outline two potential ways Disney could leverage AI to improve content personalization and operational efficiency — promising but speculative and unlikely to move near-term results on its own. 2 Ways AI Could Help Disney Stock Turn Things Around
• Negative Sentiment: Barron’s warns the CEO succession due “early 2026” is a make-or-break moment for the stock; leadership uncertainty can weigh on investor confidence and valuation until a clear successor emerges. Disney Expects a New CEO in ‘Early 2026.’ Why It’s a Make-or-Break Call for the Stock.
• Negative Sentiment: Coverage highlighting CEO Bob Iger’s increased FY25 compensation and prolonged succession chatter raises governance and uncertainty concerns among investors, putting short-term pressure on sentiment. Disney CEO Bob Iger’s FY25 Pay Swells to $48.8 Million as Succession Talk Drags On and Power Games Take Center Stage
• Negative Sentiment: Industry chatter (including comments from former execs) and a mention of a price-target cut on cable shows (Jim Cramer coverage) add to negative headlines that can amplify selling pressure while leadership questions persist. Jim Cramer Mentions Disney (DIS) Price Target Cut
• Negative Sentiment: Former TikTok CEO Kevin Mayer’s public comments on who should lead Disney (and wider media consolidation commentary) feed the succession narrative and could increase headline-driven volatility. Former TikTok CEO Mayer Weighs In on US Deal, Disney and Warner Bros.

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on the stock. Phillip Securities upgraded shares of Walt Disney to a “moderate buy” rating in a report on Monday, January 12th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Walt Disney in a research report on Monday, December 29th. UBS Group reiterated a “buy” rating and set a $138.00 target price on shares of Walt Disney in a research note on Friday, November 14th. KeyCorp reissued a “sector weight” rating on shares of Walt Disney in a report on Friday, November 14th. Finally, Wells Fargo & Company lowered their price target on Walt Disney from $159.00 to $152.00 and set an “overweight” 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.com, the company presently has an average rating of “Moderate Buy” and an average target price of $135.20.

Walt Disney Stock Down 2.0%

DIS stock opened at $110.99 on Monday. The company has a market cap of $198.15 billion, a price-to-earnings ratio of 16.18, a P/E/G ratio of 1.55 and a beta of 1.44. 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 business’s 50-day moving average is $110.04 and its two-hundred day moving average is $113.43. The Walt Disney Company has a fifty-two week low of $80.10 and a fifty-two week high of $124.69.

Walt Disney (NYSE:DIS) last released 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. Walt Disney had a net margin of 13.14% and a return on equity of 9.37%. The firm had revenue of $22.46 billion during the quarter, compared to analyst estimates of $22.78 billion. During the same quarter in the prior year, the firm earned $1.14 EPS. The business’s revenue for the quarter was down .5% compared to the same quarter last year. As a group, analysts forecast that The Walt Disney Company will post 5.47 earnings per share for the current year.

Walt Disney Dividend Announcement

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

Walt Disney Company Profile

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.