Live Oak Investment Partners Takes $990,000 Position in The Walt Disney Company $DIS

Live Oak Investment Partners purchased a new position in The Walt Disney Company (NYSE:DIS) during the 3rd quarter, HoldingsChannel reports. The institutional investor purchased 8,642 shares of the entertainment giant’s stock, valued at approximately $990,000.

Other hedge funds have also recently made changes to their positions in the company. Kingstone Capital Partners Texas LLC purchased a new stake in shares of Walt Disney in the second quarter worth approximately $4,220,599,000. Wedge Capital Management L L P NC grew its holdings in Walt Disney by 8,744.0% during the second quarter. Wedge Capital Management L L P NC now owns 320,329 shares of the entertainment giant’s stock worth $39,724,000 after buying an additional 316,707 shares in the last quarter. Border to Coast Pensions Partnership Ltd raised its position in Walt Disney by 13.6% in the 2nd quarter. Border to Coast Pensions Partnership Ltd now owns 502,961 shares of the entertainment giant’s stock valued at $62,372,000 after buying an additional 60,353 shares during the last quarter. Chapin Davis Inc. lifted its stake in Walt Disney by 10.4% during the 2nd quarter. Chapin Davis Inc. now owns 30,117 shares of the entertainment giant’s stock valued at $3,735,000 after acquiring an additional 2,828 shares in the last quarter. Finally, Sterling Investment Counsel LLC grew its stake in shares of Walt Disney by 130.5% in the 3rd quarter. Sterling Investment Counsel LLC now owns 13,590 shares of the entertainment giant’s stock worth $1,556,000 after acquiring an additional 7,695 shares in the last quarter. 65.71% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Walt Disney

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

• Positive Sentiment: Dave Filoni tapped to lead Star Wars creative efforts — investors view Filoni (the showrunner behind The Clone Wars and an executive producer on The Mandalorian) as a credible franchise steward whose appointment could stabilize and revitalize Star Wars content, supporting streaming and theme-park tie‑ins. Disney Picks a New Star Wars Chief
• Positive Sentiment: Company creates an enterprise marketing organization and names Asad Ayaz Chief Marketing & Brand Officer — centralizing marketing under one leader can boost cross‑business promotion, margin efficiency and campaign cohesion across parks, streaming, studios and ESPN. Disney Establishes New Enterprise Marketing Organization
• Positive Sentiment: Wall Street sentiment has tilt toward buy/“moderate buy” from brokerages — recent analyst notes and consensus commentary suggest upside expectations, which can limit downside and attract flows from momentum or analyst-driven investors. Consensus Recommendation Moderate Buy
• Neutral Sentiment: Kathleen Kennedy steps down from Lucasfilm — leadership turnover at Lucasfilm introduces near-term uncertainty for the Star Wars unit; outcome depends on how quickly creative direction is clarified (Filoni news partly addresses this). Kathleen Kennedy Steps Down
• Neutral Sentiment: Parks and attractions updates, local programs and operational tweaks — multiple pieces about new park offerings, crowd/price data and community programs are positive for long‑term guest demand but have limited immediate impact on the stock. Parks & Attractions Updates
• Negative Sentiment: Coverage highlighting that Disney’s sluggish stock could dent CEO Bob Iger’s legacy — critical narratives about underperforming share price despite operational improvements can pressure sentiment and increase investor scrutiny of strategy execution. Sluggish Stock and Iger Legacy

Walt Disney Stock Down 0.2%

Shares of NYSE DIS opened at $113.34 on Friday. The company has a debt-to-equity ratio of 0.31, a current ratio of 0.71 and a quick ratio of 0.65. The stock has a market capitalization of $202.35 billion, a PE ratio of 16.52, a P/E/G ratio of 1.58 and a beta of 1.44. The Walt Disney Company has a one year low of $80.10 and a one year high of $124.69. The business’s fifty day moving average price is $109.99 and its 200-day moving average price is $114.04.

Walt Disney (NYSE:DIS) last released its quarterly earnings data on Thursday, November 13th. The entertainment giant reported $1.11 earnings per share for the quarter, beating analysts’ consensus estimates of $1.03 by $0.08. Walt Disney had a net margin of 13.14% and a return on equity of 9.37%. The business had revenue of $22.46 billion during the quarter, compared to analyst estimates of $22.78 billion. During the same period in the previous year, the business earned $1.14 EPS. Walt Disney’s revenue was down .5% compared to the same quarter last year. On average, equities research analysts anticipate that The Walt Disney Company will post 5.47 EPS for the current year.

Walt Disney Announces Dividend

The business also recently announced a dividend, which will be paid on Wednesday, July 22nd. Shareholders of record on Tuesday, June 30th will be issued a dividend of $0.75 per share. This represents a yield of 139.0%. The ex-dividend date of this dividend is Tuesday, June 30th. Walt Disney’s payout ratio is presently 21.87%.

Analyst Ratings Changes

DIS has been the topic of a number of recent analyst reports. Jefferies Financial Group dropped their price target on shares of Walt Disney from $144.00 to $136.00 and set a “buy” rating on the stock in a research report on Friday, November 14th. Phillip Securities raised shares of Walt Disney to a “moderate buy” rating in a research report on Monday. UBS Group reaffirmed a “buy” rating and set a $138.00 price target on shares of Walt Disney in a research report on Friday, November 14th. Raymond James Financial reiterated a “market perform” rating on shares of Walt Disney in a report on Friday, November 14th. Finally, Arete Research upgraded Walt Disney to a “strong sell” rating in a research note on Tuesday, October 28th. Nineteen equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $135.20.

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.