CCM Investment Advisers LLC Has $11.57 Million Stock Position in The Walt Disney Company $DIS

CCM Investment Advisers LLC increased its stake in shares of The Walt Disney Company (NYSE:DIS) by 5.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 101,656 shares of the entertainment giant’s stock after purchasing an additional 5,443 shares during the period. CCM Investment Advisers LLC’s holdings in Walt Disney were worth $11,565,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in DIS. Copeland Capital Management LLC bought a new position in Walt Disney during the third quarter worth about $25,000. Strengthening Families & Communities LLC acquired a new position in shares of Walt Disney during the 3rd quarter worth about $29,000. JPL Wealth Management LLC bought a new stake in shares of Walt Disney in the 3rd quarter valued at about $30,000. Pilgrim Partners Asia Pte Ltd bought a new stake in shares of Walt Disney in the 3rd quarter valued at about $33,000. Finally, Bare Financial Services Inc raised its position in shares of Walt Disney by 48.5% in the 3rd quarter. Bare Financial Services Inc now owns 291 shares of the entertainment giant’s stock valued at $33,000 after acquiring an additional 95 shares during the period. Institutional investors own 65.71% of the company’s stock.

Analyst Ratings Changes

Several research firms recently weighed in on DIS. Guggenheim reduced their price objective on shares of Walt Disney from $140.00 to $115.00 and set a “buy” rating on the stock in a research note on Wednesday, March 18th. Wells Fargo & Company lowered their target price on shares of Walt Disney from $152.00 to $150.00 and set an “overweight” rating for the company in a research note on Tuesday, February 3rd. Needham & Company LLC reiterated a “buy” rating and issued a $125.00 target price on shares of Walt Disney in a report on Monday, February 2nd. Morgan Stanley began coverage on shares of Walt Disney in a research report on Tuesday, February 3rd. They set an “overweight” rating and a $135.00 price target on the stock. Finally, Jefferies Financial Group decreased their price target on shares of Walt Disney from $136.00 to $132.00 and set a “buy” rating for the company in a report on Tuesday, February 3rd. 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, the stock presently has an average rating of “Moderate Buy” and an average price target of $134.13.

Walt Disney News Summary

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

• Positive Sentiment: BofA reiterates a Buy and says Disney’s fiscal‑2026 earnings growth should be weighted to the back half of the year, supporting a recovery thesis and a $125 price objective. Walt Disney Earnings Growth to Be Weighted to H2, BofA Securities Says
• Positive Sentiment: Needham/TipRanks maintains a Buy rating and $125 target, arguing exiting the OpenAI tie-up may protect IP value and preserve capital flexibility — a bullish read from some sell‑side analysts. Disney: Protecting IP Value and Capital Flexibility by Exiting OpenAI Partnership Supports Buy Rating
• Neutral Sentiment: Disney hired Netflix’s Atiya Henry as EVP of Production for Disney Branded Television (Susette Hsiung retires) — a leadership move that supports content pipeline execution but is not a near‑term earnings driver. Netflix’s Atiya Henry Joins Disney Branded Television As EVP Production After Susette Hsiung Retires
• Neutral Sentiment: Management reiterated plans to expand streaming with interactive experiences and games — a strategic growth vector that could lift engagement over time but will take quarters to monetize. Walt Disney (DIS) Plans to Expand Streaming Platforms with Experiences and Games
• Neutral Sentiment: Technicals show DIS is oversold (RSI < 30), which can mean elevated short‑term volatility but also create a potential buying opportunity for longer‑term investors. 4 Consumer Favorites Look Oversold Right Now: Disney, McDonald’s and More
• Negative Sentiment: Disney’s planned AI tie‑up with OpenAI effectively collapsed after OpenAI shuttered its Sora video product and the parties stopped moving forward on the ~ $1B investment — this raises near‑term strategy and content‑tech questions and is the main driver of today’s negative sentiment. Disney’s $1B Investment In Open AI DOA As Sam Altman Pulls Sora Plug: “The Deal Is Not Moving Forward”
• Negative Sentiment: Disney’s exposure to its planned Epic Games investment faces complications after mass layoffs at Epic and reports that the $1.5B arrangement is now uncertain — adds another execution risk to Disney’s digital/gaming push. Disney’s $1.5 Billion Epic Games Deal Meets a Complicated Reality After Mass Layoffs

Walt Disney Price Performance

Shares of DIS opened at $95.98 on Thursday. The stock has a 50 day simple moving average of $105.28 and a 200 day simple moving average of $109.24. The Walt Disney Company has a 52-week low of $80.10 and a 52-week high of $124.69. The company has a debt-to-equity ratio of 0.31, a quick ratio of 0.61 and a current ratio of 0.67. The firm has a market capitalization of $170.03 billion, a PE ratio of 14.12, a P/E/G ratio of 1.31 and a beta of 1.42.

Walt Disney (NYSE:DIS) last announced its earnings results on Monday, February 2nd. The entertainment giant reported $1.63 EPS for the quarter, topping 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 for the quarter, compared to the consensus estimate of $25.54 billion. During the same period last year, the company posted $1.40 EPS. The business’s quarterly revenue was up 5.2% on a year-over-year basis. Sell-side analysts predict that The Walt Disney Company will post 5.47 EPS for the current fiscal year.

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.