VELA Investment Management LLC Purchases 7,565 Shares of The Walt Disney Company $DIS

VELA Investment Management LLC lifted its position in shares of The Walt Disney Company (NYSE:DIS) by 12.4% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 68,580 shares of the entertainment giant’s stock after buying an additional 7,565 shares during the period. Walt Disney comprises about 1.4% of VELA Investment Management LLC’s investment portfolio, making the stock its 14th largest holding. VELA Investment Management LLC’s holdings in Walt Disney were worth $6,601,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of DIS. Highland Investment Advisors LLC acquired a new stake in shares of Walt Disney in the second quarter valued at approximately $25,000. Swiss RE Ltd. bought a new position in Walt Disney in the fourth quarter valued at approximately $25,000. Curio Wealth LLC grew its stake in Walt Disney by 110.4% in the fourth quarter. Curio Wealth LLC now owns 223 shares of the entertainment giant’s stock valued at $26,000 after purchasing an additional 117 shares in the last quarter. Osbon Capital Management LLC acquired a new position in shares of Walt Disney during the 4th quarter worth approximately $26,000. Finally, Sfam LLC acquired a new position in shares of Walt Disney during the 4th quarter worth approximately $26,000. Institutional investors and hedge funds own 65.71% of the company’s stock.

Walt Disney Stock Performance

Shares of NYSE DIS opened at $105.36 on Monday. The company has a current ratio of 0.71, a quick ratio of 0.65 and a debt-to-equity ratio of 0.32. The Walt Disney Company has a 12 month low of $92.18 and a 12 month high of $119.78. The stock has a 50 day moving average of $101.23 and a 200-day moving average of $101.56. The company has a market capitalization of $181.92 billion, a P/E ratio of 21.72, a P/E/G ratio of 1.32 and a beta of 1.41.

Walt Disney (NYSE:DIS) last posted its quarterly earnings results on Wednesday, August 5th. The entertainment giant reported $2.06 earnings per share for the quarter, beating analysts’ consensus estimates of $1.86 by $0.20. Walt Disney had a return on equity of 9.90% and a net margin of 8.70%.The business had revenue of $25.25 billion for the quarter, compared to analysts’ expectations of $25.39 billion. During the same quarter in the prior year, the business earned $1.61 EPS. The firm’s revenue for the quarter was up 6.8% on a year-over-year basis. Walt Disney has set its FY 2026 guidance at 6.642-6.642 EPS. As a group, equities research analysts predict that The Walt Disney Company will post 6.91 EPS for the current year.

Analyst Ratings Changes

DIS has been the subject of several recent analyst reports. Phillip Securities raised Walt Disney from a “moderate buy” rating to a “strong-buy” rating in a report on Monday, May 11th. Citigroup lowered their target price on shares of Walt Disney from $145.00 to $135.00 and set a “buy” rating on the stock in a report on Wednesday, July 29th. Wolfe Research set a $131.00 price target on shares of Walt Disney in a research report on Tuesday, June 30th. JPMorgan Chase & Co. increased their price target on shares of Walt Disney from $139.00 to $140.00 and gave the company an “overweight” rating in a research note on Tuesday, June 30th. Finally, Guggenheim reissued a “buy” rating and issued a $120.00 price objective on shares of Walt Disney in a research report on Thursday, August 6th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $127.61.

Key Stories Impacting Walt Disney

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

• Positive Sentiment: Disney and Optimum renewed their carriage agreement, reducing the risk of a disruption for viewers and supporting the company’s traditional television distribution business. Disney and Optimum renew carriage deal
• Positive Sentiment: Disney’s controlling stake in FuboTV and planned Hulu + Live TV integration are being viewed as potential long-term catalysts for its streaming strategy, although the opportunity remains speculative and depends on improving Fubo’s profitability. FuboTV and Disney streaming strategy
• Positive Sentiment: Recent analyst commentary highlights Disney’s relatively discounted valuation, improving earnings outlook and valuable entertainment, parks and consumer-products intellectual property. One analysis estimates the shares are close to fair value, while broader analyst coverage maintains a Moderate Buy consensus and an average target of $127.61. Disney valuation and analyst outlook
• Neutral Sentiment: Disney World is promoting new seasonal food and beverages and merchandise, which could support guest spending, but these announcements are unlikely to materially change near-term earnings expectations. Disney World fall offerings
• Neutral Sentiment: Planned and unexpected closures of several Disney World attractions and resort areas create temporary guest-experience and capacity concerns, though no financial impact was disclosed. Disney World resort closure
• Negative Sentiment: Market rates are weighing on long-duration growth stocks, with streaming and media companies particularly exposed to valuation compression. This macro pressure is a key reason Disney is trading lower alongside the broader sector. Interest-rate pressure on media stocks
• Negative Sentiment: Executive Vice President Brent Woodford sold 3,618 shares worth approximately $387,600, reducing his direct holdings by 5.49%. The transaction occurred under a pre-arranged Rule 10b5-1 plan, which lessens its significance as a discretionary bearish signal. Disney executive stock sale

Insider Activity at Walt Disney

In other news, EVP Paul Roeder sold 3,596 shares of the company’s stock in a transaction that occurred on Wednesday, August 19th. The stock was sold at an average price of $106.32, for a total value of $382,326.72. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, EVP Brent Woodford sold 3,618 shares of the business’s stock in a transaction on Tuesday, September 1st. The shares were sold at an average price of $107.13, for a total value of $387,596.34. Following the completion of the sale, the executive vice president owned 62,328 shares of the company’s stock, valued at $6,677,198.64. This trade represents a 5.49% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 14,452 shares of company stock valued at $1,532,157 over the last 90 days. Company insiders own 0.17% of the company’s stock.

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.