The Walt Disney Company $DIS Shares Sold by Kovitz Investment Group Partners LLC

Kovitz Investment Group Partners LLC trimmed its holdings in The Walt Disney Company (NYSE:DIS) by 44.1% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 194,217 shares of the entertainment giant’s stock after selling 153,117 shares during the period. Kovitz Investment Group Partners LLC’s holdings in Walt Disney were worth $22,096,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Brighton Jones LLC grew its holdings in shares of Walt Disney by 7.7% during the 4th quarter. Brighton Jones LLC now owns 26,767 shares of the entertainment giant’s stock worth $2,980,000 after purchasing an additional 1,904 shares during the period. Sivia Capital Partners LLC lifted its position in Walt Disney by 31.9% in the second quarter. Sivia Capital Partners LLC now owns 5,470 shares of the entertainment giant’s stock valued at $678,000 after buying an additional 1,322 shares during the last quarter. Schnieders Capital Management LLC. lifted its position in Walt Disney by 16.2% in the second quarter. Schnieders Capital Management LLC. now owns 17,955 shares of the entertainment giant’s stock valued at $2,227,000 after buying an additional 2,503 shares during the last quarter. Main Street Financial Solutions LLC boosted its stake in Walt Disney by 28.6% during the second quarter. Main Street Financial Solutions LLC now owns 8,330 shares of the entertainment giant’s stock worth $1,033,000 after buying an additional 1,855 shares during the period. Finally, Ieq Capital LLC boosted its stake in Walt Disney by 10.8% during the second quarter. Ieq Capital LLC now owns 115,759 shares of the entertainment giant’s stock worth $14,355,000 after buying an additional 11,304 shares during the period. Institutional investors and hedge funds own 65.71% of the company’s stock.

Key Headlines Impacting Walt Disney

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

• Positive Sentiment: Disney unveiled a new Lakeshore Lodge Resort at Walt Disney World, adding another high-profile park expansion that could support higher guest spending and long-term resort revenue. Disney unveils new Lakeshore Lodge Resort at Walt Disney World
• Positive Sentiment: Analysts and media coverage highlighted strong expectations for Toy Story 5, with commentary saying the franchise remains one of Disney’s most reliable money-makers and a potential boost to the studio’s 2026 film slate. Thirty years and $3 billion later, ‘Toy Story’ is still one of Disney’s surest bets
• Positive Sentiment: Disney is also pushing AI deeper into its business, including plans to launch AI-generated TV ads and use AI tools in theme-park design, which may improve ad sales efficiency and support its $17 billion parks expansion. Get ready for Disney’s big AI ads push
• Neutral Sentiment: Disney revealed details on new transportation verification rules for Disney Springs and related park-access changes. These updates may improve crowd control and guest management, but the direct financial impact is unclear. Disney Reveals Full Details on Disney Springs Transportation Verification Starting June 28
• Negative Sentiment: A new pan-European patent injunction against Disney over alleged video-encoding patent infringement adds legal pressure on its streaming operations across 11 EU countries, raising potential costs and operational risk if the ruling is upheld. How A Pan?EU Streaming Patent Injunction Could Impact Walt Disney (DIS) Investors

Walt Disney Stock Up 3.1%

Shares of DIS opened at $104.00 on Friday. The stock has a market capitalization of $180.59 billion, a PE ratio of 16.61, a P/E/G ratio of 1.32 and a beta of 1.39. The Walt Disney Company has a 1 year low of $92.18 and a 1 year high of $124.69. The company has a debt-to-equity ratio of 0.33, a quick ratio of 0.62 and a current ratio of 0.68. The company’s 50-day simple moving average is $102.73 and its 200-day simple moving average is $105.20.

Walt Disney (NYSE:DIS) last announced its quarterly earnings data on Wednesday, May 6th. The entertainment giant reported $1.57 earnings per share for the quarter, beating analysts’ consensus estimates of $1.49 by $0.08. Walt Disney had a net margin of 11.54% and a return on equity of 8.92%. The firm had revenue of $25.17 billion during the quarter, compared to analysts’ expectations of $24.87 billion. During the same quarter in the previous year, the business posted $1.45 earnings per share. The business’s quarterly revenue was up 6.5% compared to the same quarter last year. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. Analysts forecast that The Walt Disney Company will post 6.85 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

DIS has been the topic of a number of research analyst reports. Needham & Company LLC reissued a “buy” rating and issued a $125.00 price target on shares of Walt Disney in a research note on Friday, June 12th. JPMorgan Chase & Co. lifted their target price on shares of Walt Disney from $138.00 to $139.00 and gave the company an “overweight” rating in a report on Thursday, May 7th. Rosenblatt Securities boosted their target price on Walt Disney from $121.00 to $126.00 and gave the company a “buy” rating in a research report on Friday, June 5th. Raymond James Financial upgraded Walt Disney from a “market perform” rating to an “outperform” rating and set a $115.00 price target on the stock in a research note on Wednesday, April 1st. Finally, Weiss Ratings lowered Walt Disney from a “hold (c+)” rating to a “hold (c)” rating in a research report on Thursday, June 11th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Walt Disney presently has a consensus rating of “Moderate Buy” and a consensus price target of $133.71.

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.