Tema Etfs LLC Acquires New Position in The Walt Disney Company $DIS

Tema Etfs LLC bought a new position in shares of The Walt Disney Company (NYSE:DIS) in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 33,277 shares of the entertainment giant’s stock, valued at approximately $3,810,000.

Several other large investors have also recently modified their holdings of the business. Kondo Wealth Advisors Inc. lifted its stake in shares of Walt Disney by 1.2% during the 2nd quarter. Kondo Wealth Advisors Inc. now owns 7,317 shares of the entertainment giant’s stock valued at $904,000 after buying an additional 84 shares in the last quarter. Cornerstone Advisory LLC raised its holdings in Walt Disney by 1.5% during the 2nd quarter. Cornerstone Advisory LLC now owns 5,890 shares of the entertainment giant’s stock valued at $730,000 after acquiring an additional 86 shares during the period. Physician Wealth Advisors Inc. lifted its position in shares of Walt Disney by 3.5% during the second quarter. Physician Wealth Advisors Inc. now owns 2,606 shares of the entertainment giant’s stock worth $323,000 after acquiring an additional 87 shares in the last quarter. Childress Capital Advisors LLC lifted its position in shares of Walt Disney by 3.3% during the second quarter. Childress Capital Advisors LLC now owns 2,749 shares of the entertainment giant’s stock worth $341,000 after acquiring an additional 87 shares in the last quarter. Finally, Apollon Financial LLC boosted its holdings in shares of Walt Disney by 1.5% in the second quarter. Apollon Financial LLC now owns 6,086 shares of the entertainment giant’s stock worth $755,000 after acquiring an additional 87 shares during the period. Hedge funds and other institutional investors own 65.71% of the company’s stock.

Walt Disney Stock Up 1.5%

DIS stock opened at $115.91 on Monday. The company’s 50 day moving average is $109.85 and its 200 day moving average is $114.17. The stock has a market cap of $206.93 billion, a price-to-earnings ratio of 16.90, a price-to-earnings-growth ratio of 1.61 and a beta of 1.44. The company has a current ratio of 0.71, a quick ratio of 0.65 and a debt-to-equity ratio of 0.31. The Walt Disney Company has a 1-year low of $80.10 and a 1-year high of $124.69.

Walt Disney (NYSE:DIS) last released its quarterly earnings results on Thursday, November 13th. The entertainment giant reported $1.11 EPS for the quarter, topping analysts’ consensus estimates of $1.03 by $0.08. The business had revenue of $22.46 billion during the quarter, compared to analysts’ expectations of $22.78 billion. Walt Disney had a net margin of 13.14% and a return on equity of 9.37%. The business’s quarterly revenue was down .5% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.14 EPS. Sell-side analysts predict that The Walt Disney Company will post 5.47 EPS for the current fiscal year.

Walt Disney Announces Dividend

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

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on DIS. Wells Fargo & Company dropped their price objective on Walt Disney from $159.00 to $152.00 and set an “overweight” rating on the stock in a report on Friday, November 14th. Cowen reiterated a “hold” rating on shares of Walt Disney in a research report on Friday, November 14th. Evercore ISI raised their price objective on shares of Walt Disney from $140.00 to $142.00 and gave the company an “outperform” rating in a research report on Friday, November 14th. Wall Street Zen cut shares of Walt Disney from a “buy” rating to a “hold” rating in a research note on Friday, October 3rd. Finally, Arete Research upgraded shares of Walt Disney to a “strong sell” rating in a research note on Tuesday, October 28th. Eighteen analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Walt Disney presently has an average rating of “Moderate Buy” and a consensus target price of $135.20.

Key Walt Disney News

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

• Positive Sentiment: Florida‑resident ticket deals relaunch — Disney brought back the popular “Discover Disney” and other discounted ticket options for Florida residents, which should help fill off‑peak capacity and drive near‑term parks revenue. Disney offers theme-park ticket deals for Florida residents
• Positive Sentiment: China engagement: CEO Iger met a top Chinese official — The Beijing meeting signals Disney is pushing to protect and expand its content, distribution and park interests in China despite geopolitical tensions, which could support long‑term revenue growth in the world’s second‑largest media market. Disney CEO meets top Chinese official as ‘House of Mouse’ navigates US‑China tensions
• Positive Sentiment: Disney+ to add short‑form video — Management announced short‑form content for Disney+ (U.S.) to boost daily engagement and ad monetization potential, a strategic move to compete with TikTok/reels‑style consumption and improve streaming KPIs. Disney is launching short-form videos this year
• Neutral Sentiment: Operational events and seasonal programming — Marathon weekend, new ride openings and water‑park schedules are generating local interest and foot traffic but are routine operational items with limited single‑day stock impact. 4-day Walt Disney World Marathon Weekend kicks off with 5K race
• Negative Sentiment: Earnings risk: analysts expect a low double‑digit profit decline next quarter — Wall Street is forecasting weaker Q1 results, a near‑term headwind that can pressure the stock until results/guide arrive. What to Expect From Walt Disney’s Q1 2025 Earnings Report
• Negative Sentiment: Licensing/franchise friction signaled by third‑party moves — A LEGO change around Star Wars products was reported in the context of “Disney turmoil,” which could reflect merchandising or licensing frictions that hurt merchandise revenue or sentiment. LEGO makes surprise Star Wars brick change amid Disney turmoil
• Negative Sentiment: Reputational/legal risk: reported in‑park incident and lawsuit — A high‑profile safety/ liability story is a reminder of operational risks that can carry legal and reputational costs. Dad chokes to death at Disney restaurant in front of daughter while staff watched and ‘contacted security’: Lawsuit

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.