CORDA Investment Management LLC. Trims Holdings in The Walt Disney Company $DIS

CORDA Investment Management LLC. lowered its stake in shares of The Walt Disney Company (NYSE:DIS) by 19.1% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 111,389 shares of the entertainment giant’s stock after selling 26,262 shares during the quarter. CORDA Investment Management LLC.’s holdings in Walt Disney were worth $10,736,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Pinnacle Bancorp Inc. boosted its stake in Walt Disney by 1.5% during the 4th quarter. Pinnacle Bancorp Inc. now owns 5,876 shares of the entertainment giant’s stock valued at $669,000 after acquiring an additional 89 shares during the last quarter. Thoma Capital Management LLC raised its stake in shares of Walt Disney by 1.0% in the 4th quarter. Thoma Capital Management LLC now owns 9,367 shares of the entertainment giant’s stock valued at $1,066,000 after purchasing an additional 95 shares in the last quarter. Alesco Advisors LLC lifted its position in shares of Walt Disney by 2.7% during the fourth quarter. Alesco Advisors LLC now owns 3,782 shares of the entertainment giant’s stock worth $430,000 after purchasing an additional 99 shares during the last quarter. Advisors Management Group Inc. ADV lifted its position in shares of Walt Disney by 4.6% during the first quarter. Advisors Management Group Inc. ADV now owns 2,266 shares of the entertainment giant’s stock worth $218,000 after purchasing an additional 100 shares during the last quarter. Finally, China Universal Asset Management Co. Ltd. grew its stake in Walt Disney by 2.2% in the fourth quarter. China Universal Asset Management Co. Ltd. now owns 4,688 shares of the entertainment giant’s stock worth $537,000 after purchasing an additional 102 shares in the last quarter. Institutional investors own 65.71% of the company’s stock.

Walt Disney Trading Up 0.0%

Shares of NYSE DIS opened at $95.64 on Monday. The Walt Disney Company has a 12-month low of $92.18 and a 12-month high of $123.40. The company has a market cap of $166.09 billion, a price-to-earnings ratio of 15.28, a price-to-earnings-growth ratio of 1.20 and a beta of 1.39. The company has a current ratio of 0.68, a quick ratio of 0.62 and a debt-to-equity ratio of 0.33. The stock’s 50 day simple moving average is $101.51 and its 200 day simple moving average is $104.06.

Walt Disney (NYSE:DIS) last issued its earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 earnings per share for the quarter, topping the consensus estimate of $1.49 by $0.08. The firm had revenue of $25.17 billion for the quarter, compared to analyst estimates of $24.87 billion. Walt Disney had a return on equity of 8.92% and a net margin of 11.54%.The firm’s revenue for the quarter was up 6.5% on a year-over-year basis. During the same period last year, the company earned $1.45 earnings per share. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. Equities research analysts expect that The Walt Disney Company will post 6.86 EPS for the current year.

Analyst Ratings Changes

A number of brokerages have recently weighed in on DIS. Needham & Company LLC reiterated a “buy” rating and issued a $125.00 price target on shares of Walt Disney in a report on Friday, June 12th. Rosenblatt Securities reaffirmed a “buy” rating and issued a $126.00 price objective on shares of Walt Disney in a report on Tuesday, July 7th. Wolfe Research set a $131.00 target price on shares of Walt Disney in a research note on Tuesday, June 30th. Raymond James Financial lowered their target price on shares of Walt Disney from $119.00 to $111.00 and set an “outperform” rating for the company in a research note on Thursday, July 2nd. Finally, Wells Fargo & Company reduced their price target on shares of Walt Disney from $148.00 to $146.00 and set an “overweight” rating on the stock in a research report on Thursday, May 7th. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Walt Disney has an average rating of “Moderate Buy” and an average price target of $133.33.

Key Stories Impacting Walt Disney

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

• Positive Sentiment: Zacks upgraded Disney to a Buy, citing improving earnings expectations and a more favorable near-term outlook for the stock. Disney (DIS) Upgraded to Buy: Here’s What You Should Know
• Positive Sentiment: Investors are reacting positively to reports that Disney+ may add a free, ad-supported tier, which could expand audience reach and improve Disney’s streaming monetization strategy over time. Disney is exploring adding a free tier for Disney+ as YouTube draws TV viewers
• Positive Sentiment: Bullish commentary highlighted strong free cash flow, improving direct-to-consumer profitability, and solid performance in sports and theme parks, while also pointing to possible upside from AI-driven efficiencies and rumored acquisition interest in Lionsgate. Disney: Lionsgate Rumors Add To An Already Compelling Bull Case
• Positive Sentiment: Another bullish valuation note argued Disney stock looks inexpensive on earnings and cash flow, with buybacks and earnings growth seen as supporting longer-term upside. Disney (DIS) Stock Looks Cheap On Earnings And Cash Flow
• Neutral Sentiment: Disney’s former Disney+ president Alisa Bowen is moving to CEO of Disney-controlled Fubo, a leadership change that may matter strategically but is not directly tied to Disney’s core operations. Alisa Bowen Exits as Disney+ President to Become CEO of Disney-Controlled Fubo TV Streamer
• Negative Sentiment: Several stories criticized Disney’s live-action remake strategy, especially around Moana, adding to concerns that the company’s film pipeline may be losing creative momentum. Moana’s Record Rotten Tomatoes Score Should Give Disney Pause

Walt Disney Company 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.