Caliber Wealth Management LLC KS Sells 7,671 Shares of The Walt Disney Company $DIS

Caliber Wealth Management LLC KS cut its holdings in shares of The Walt Disney Company (NYSE:DIS) by 64.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,252 shares of the entertainment giant’s stock after selling 7,671 shares during the period. Caliber Wealth Management LLC KS’s holdings in Walt Disney were worth $487,000 at the end of the most recent reporting period.

A number of other hedge funds have also bought and sold shares of the business. Vanguard Group Inc. boosted its position in Walt Disney by 1.1% in the second quarter. Vanguard Group Inc. now owns 157,501,484 shares of the entertainment giant’s stock worth $19,531,759,000 after purchasing an additional 1,639,123 shares during the last quarter. State Street Corp lifted its stake in shares of Walt Disney by 0.8% in the 2nd quarter. State Street Corp now owns 79,643,043 shares of the entertainment giant’s stock worth $9,915,465,000 after purchasing an additional 625,893 shares during the period. Geode Capital Management LLC boosted its holdings in shares of Walt Disney by 1.2% in the second quarter. Geode Capital Management LLC now owns 39,992,231 shares of the entertainment giant’s stock worth $4,935,928,000 after buying an additional 458,077 shares during the last quarter. Norges Bank bought a new stake in Walt Disney during the second quarter valued at approximately $2,618,295,000. Finally, Jennison Associates LLC increased its holdings in Walt Disney by 9.4% during the second quarter. Jennison Associates LLC now owns 20,676,921 shares of the entertainment giant’s stock valued at $2,564,145,000 after buying an additional 1,774,772 shares during the last quarter. Hedge funds and other institutional investors own 65.71% of the company’s stock.

Walt Disney Price Performance

NYSE:DIS opened at $108.79 on Monday. The stock has a market cap of $192.72 billion, a PE ratio of 16.00, a P/E/G ratio of 1.48 and a beta of 1.43. The company has a quick ratio of 0.61, a current ratio of 0.67 and a debt-to-equity ratio of 0.31. The business’s 50-day simple moving average is $110.95 and its two-hundred day simple moving average is $112.57. The Walt Disney Company has a 52 week low of $80.10 and a 52 week high of $124.69.

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

Walt Disney Dividend Announcement

The business also recently disclosed a dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Tuesday, June 30th will be given a dividend of $0.75 per share. The ex-dividend date is Tuesday, June 30th. This represents a dividend yield of 139.0%. Walt Disney’s dividend payout ratio (DPR) is presently 22.06%.

Analyst Ratings Changes

Several brokerages have recently weighed in on DIS. Phillip Securities upgraded shares of Walt Disney to a “moderate buy” rating in a research note on Monday, January 12th. Weiss Ratings cut Walt Disney from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, February 3rd. KeyCorp reissued a “sector weight” rating on shares of Walt Disney in a report on Friday, November 14th. Evercore upped their price target on Walt Disney from $140.00 to $142.00 and gave the stock an “outperform” rating in a research report on Friday, November 14th. Finally, Morgan Stanley initiated coverage on Walt Disney in a research report on Tuesday, February 3rd. They set an “overweight” rating and a $135.00 price objective on the stock. Seventeen equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $135.80.

Trending Headlines about Walt Disney

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

• Positive Sentiment: Disney named parks chief Josh D’Amaro as CEO, ending succession uncertainty — markets view the move as a stabilizing, continuity-oriented choice given his parks track record. Walt Disney names parks chief D’Amaro as new CEO
• Positive Sentiment: Parks are booming: theme-park revenue topped $10B for the quarter and operators see further runway for attendance and pricing power, supporting near-term cash flow and profit. The Walt Disney Company parks are booming, and there’s still runway left
• Positive Sentiment: Guggenheim reaffirmed a Buy on DIS, signaling institutional support that can bolster investor confidence after recent volatility. Guggenheim Reaffirms “Buy” Rating for Walt Disney (NYSE:DIS)
• Neutral Sentiment: Analysts and commentary are parsing streaming strategy post‑earnings — several pieces note improving streaming trends but emphasize that content cadence and margin progress remain key longer-term drivers. What Disney’s earnings and CEO change tell us about streaming now
• Neutral Sentiment: Market interest is elevated (Zacks notes DIS as a trending ticker), which can increase short-term volatility as investors reprice on news flow. The Walt Disney Company (DIS) Is a Trending Stock: Facts to Know
• Neutral Sentiment: Research/coverage moves: Morgan Stanley initiated coverage and TD Cowen reiterated a Hold — fresh analyst attention can create headline-driven swings but mixed signals keep consensus unchanged for now. Walt Disney (NYSE:DIS) Coverage Initiated at Morgan Stanley
• Negative Sentiment: Disney warned international park visits are slowing, which could pressure revenue growth and margins if the trend continues. The Walt Disney Company warns international visits are slowing
• Negative Sentiment: Some firms cut targets or issued cautious notes after leadership change and to reflect longer-term risks: Wells Fargo trimmed its price target and Jefferies published a pessimistic outlook — these headlines weighed on sentiment in prior sessions. Wells Fargo Lowers Walt Disney (NYSE:DIS) Price Target to $150.00 Jefferies Financial Group Issues Pessimistic Forecast for Walt Disney

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.