The Walt Disney Company $DIS Shares Sold by Simplicity Wealth LLC

Simplicity Wealth LLC decreased its position in shares of The Walt Disney Company (NYSE:DIS) by 31.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 22,783 shares of the entertainment giant’s stock after selling 10,213 shares during the quarter. Simplicity Wealth LLC’s holdings in Walt Disney were worth $2,609,000 as of its most recent filing with the SEC.

A number of other large investors have also modified their holdings of DIS. Norges Bank bought a new position in Walt Disney in the 2nd quarter worth about $2,618,295,000. Viking Global Investors LP bought a new position in Walt Disney in the 2nd quarter worth approximately $725,219,000. Assenagon Asset Management S.A. increased its position in Walt Disney by 231.4% in the 3rd quarter. Assenagon Asset Management S.A. now owns 4,711,353 shares of the entertainment giant’s stock valued at $539,450,000 after acquiring an additional 3,289,707 shares during the period. Boston Partners raised its stake in Walt Disney by 84.2% during the 2nd quarter. Boston Partners now owns 6,921,229 shares of the entertainment giant’s stock valued at $856,582,000 after acquiring an additional 3,162,938 shares in the last quarter. Finally, Laurel Wealth Advisors LLC boosted its position in Walt Disney by 11,943.6% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 2,827,112 shares of the entertainment giant’s stock worth $350,590,000 after acquiring an additional 2,803,638 shares during the period. Institutional investors and hedge funds own 65.71% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on DIS shares. TD Cowen restated a “hold” rating on shares of Walt Disney in a research note on Friday, November 14th. Weiss Ratings restated a “buy (b-)” rating on shares of Walt Disney in a research report on Monday, December 29th. Wells Fargo & Company decreased their price objective on shares of Walt Disney from $159.00 to $152.00 and set an “overweight” rating for the company in a report on Friday, November 14th. Guggenheim restated a “buy” rating and issued a $140.00 target price on shares of Walt Disney in a research report on Friday, November 14th. Finally, Evercore ISI increased their price target on Walt Disney from $140.00 to $142.00 and gave the company an “outperform” rating in a research note on Friday, November 14th. Nineteen equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $135.20.

Walt Disney Trading Up 0.0%

NYSE:DIS opened at $113.23 on Friday. The stock has a fifty day simple moving average of $109.93 and a 200 day simple moving average of $113.63. The firm has a market capitalization of $202.15 billion, a price-to-earnings ratio of 16.51, a price-to-earnings-growth ratio of 1.58 and a beta of 1.44. The Walt Disney Company has a 1-year low of $80.10 and a 1-year high of $124.69. The company has a quick ratio of 0.65, a current ratio of 0.71 and a debt-to-equity ratio of 0.31.

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

Walt Disney Dividend Announcement

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

Trending Headlines about Walt Disney

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

• Positive Sentiment: Zacks reports Disney’s improving cash flow is enabling a 50% dividend increase and larger buybacks as streaming becomes profitable and capital spending eases — a direct shareholder-return catalyst. Is Disney’s Stronger Cash Flow Generation Supporting Higher Payouts?
• Positive Sentiment: Seeking Alpha reiterates a Buy, arguing Q1 FY2026 could deliver outsized performance — a near-term earnings beat would likely boost sentiment and share momentum. Disney: Q1 2026 May Bring Forth Outsized Performance – Reiterate Buy
• Positive Sentiment: Yahoo reports a major new theme park coming near Disney’s existing footprint — incremental park capacity and demand should support long-term attendance and revenue growth. A major new theme park is coming to Disney’s backyard
• Neutral Sentiment: 24/7 Wall St. outlines two ways AI could help Disney improve content personalization and production efficiency — potential upside but speculative and timing unclear. 2 Ways AI Could Help Disney Stock Turn Things Around
• Neutral Sentiment: New documentary and guest-feedback-driven park changes (coverage on MSN/IGN/Yahoo) bolster brand and guest experience — positive for reputation but smaller near-term financial impact. The New Documentary Disneyland Handcrafted Reveals How the Legendary Theme Park Was Created…
• Negative Sentiment: Coverage notes Jim Cramer mentioned a Disney price-target cut — a reminder that sentiment can flip quickly and some analysts still see limited near-term upside. Jim Cramer Mentions Disney (DIS) Price Target Cut
• Negative Sentiment: A valuation note (Yahoo) flags that while P/E suggests value, DCF analysis raises potential overpricing — valuation concerns could cap multiple expansion. Assessing Walt Disney (DIS) Valuation As P/E Suggests Value But DCF Flags Possible Overpricing

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.