The Walt Disney Company $DIS Shares Sold by Homestead Advisers Corp

Homestead Advisers Corp cut its holdings in shares of The Walt Disney Company (NYSE:DIS) by 2.0% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 847,900 shares of the entertainment giant’s stock after selling 16,900 shares during the period. Walt Disney comprises about 2.3% of Homestead Advisers Corp’s portfolio, making the stock its 15th biggest position. Homestead Advisers Corp’s holdings in Walt Disney were worth $97,085,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Norges Bank acquired a new stake in Walt Disney in the 2nd quarter valued at about $2,618,295,000. Viking Global Investors LP acquired a new stake in Walt Disney in the second quarter valued at approximately $725,219,000. Assenagon Asset Management S.A. lifted its stake in Walt Disney by 231.4% in the third quarter. Assenagon Asset Management S.A. now owns 4,711,353 shares of the entertainment giant’s stock worth $539,450,000 after acquiring an additional 3,289,707 shares during the last quarter. Boston Partners grew its holdings in Walt Disney by 84.2% during the 2nd quarter. Boston Partners now owns 6,921,229 shares of the entertainment giant’s stock worth $856,582,000 after acquiring an additional 3,162,938 shares in the last quarter. Finally, Laurel Wealth Advisors LLC grew its holdings in Walt Disney by 11,943.6% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 2,827,112 shares of the entertainment giant’s stock worth $350,590,000 after acquiring an additional 2,803,638 shares in the last quarter. Hedge funds and other institutional investors own 65.71% of the company’s stock.

Walt Disney News Summary

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

• Positive Sentiment: Board names Josh D’Amaro as CEO (effective March 18) with Dana Walden as President & Chief Creative Officer — removes long‑running succession uncertainty, a near‑term governance positive that helped calm investors. Josh D’Amaro named as next CEO
• Positive Sentiment: Sell‑side support continues — some firms (Needham, Guggenheim, Morgan Stanley coverage noted) have reiterated buy/overweight views and price targets well above current levels, giving investors conviction that upside exists if execution improves. Needham reiterates Buy
• Neutral Sentiment: Company leadership held staff town halls and messaging emphasizes continuity, creativity and planned use of AI — useful for culture/retention but not an immediate revenue catalyst. Bob Iger, Josh D’Amaro and Dana Walden Talk Succession
• Neutral Sentiment: New theme‑park policies and ride changes were announced — operationally relevant for guest experience and costs, but impact on near‑term revenues is unclear. Disney Just Made Big News With New Theme Park Policies
• Neutral Sentiment: ETFs and passive holders with heavy Disney exposure are in focus around Q1 earnings + leadership change — could amplify moves but is not a directional fundamental change. Disney‑Heavy ETFs to Watch
• Negative Sentiment: Parks face measurable headwinds from fewer international visitors to U.S. parks (tourism softness), which pressures attendance and margins in the Experiences segment. Disney’s U.S. Theme Parks See Fewer Foreign Visitors
• Negative Sentiment: Investors reacted to tepid forward guidance and margin pressure in the recent quarter — weak near‑term outlook drove a post‑earnings slide and keeps sentiment cautious despite the beat. Theme parks hit as international tourists skip the U.S.
• Negative Sentiment: Some investors and activists (e.g., Nelson Peltz) question the succession process and raise governance concerns; plus market skepticism about D’Amaro’s limited streaming/media background — both factors heighten execution risk for Disney’s content/streaming transition. Peltz accuses Iger of rigging succession What D’Amaro pick tells us about media future

Analyst Ratings Changes

Several equities research analysts have recently issued reports on the stock. The Goldman Sachs Group reaffirmed a “buy” rating and set a $151.00 price objective on shares of Walt Disney in a research report on Monday. Phillip Securities raised Walt Disney to a “moderate buy” rating in a report on Monday, January 12th. Needham & Company LLC reiterated a “buy” rating and issued a $125.00 price objective on shares of Walt Disney in a report on Monday. TD Cowen restated a “hold” rating and set a $123.00 target price on shares of Walt Disney in a research note on Tuesday. Finally, Wells Fargo & Company dropped their price target on shares of Walt Disney from $152.00 to $150.00 and set an “overweight” rating on the stock in a research note on Tuesday. Seventeen equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $135.80.

Walt Disney Price Performance

Shares of NYSE DIS opened at $107.13 on Thursday. The company has a current ratio of 0.67, a quick ratio of 0.65 and a debt-to-equity ratio of 0.31. The stock has a market cap of $189.78 billion, a P/E ratio of 15.75, a P/E/G ratio of 1.46 and a beta of 1.43. The stock has a 50 day moving average of $110.83 and a two-hundred day moving average of $112.84. The Walt Disney Company has a twelve month low of $80.10 and a twelve month high of $124.69.

Walt Disney (NYSE:DIS) last released its quarterly earnings results on Monday, February 2nd. The entertainment giant reported $1.63 EPS for the quarter, beating the consensus estimate of $1.57 by $0.06. Walt Disney had a net margin of 12.80% and a return on equity of 8.90%. The firm had revenue of $25.98 billion during the quarter, compared to the consensus estimate of $25.54 billion. During the same quarter in the prior year, the firm earned $1.40 EPS. Walt Disney’s revenue for the quarter was up 5.2% on a year-over-year basis. On average, research analysts forecast that The Walt Disney Company will post 5.47 earnings per share for the current year.

Walt Disney Dividend Announcement

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

Walt Disney 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.