The Walt Disney Company $DIS Shares Sold by Everett Harris & Co. CA

Everett Harris & Co. CA trimmed its stake in The Walt Disney Company (NYSE:DIS) by 1.9% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,168,804 shares of the entertainment giant’s stock after selling 22,753 shares during the quarter. Walt Disney makes up 1.6% of Everett Harris & Co. CA’s portfolio, making the stock its 13th biggest holding. Everett Harris & Co. CA owned approximately 0.07% of Walt Disney worth $133,828,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also made changes to their positions in the company. Copeland Capital Management LLC acquired a new position in Walt Disney in the 3rd quarter valued at about $25,000. Pilgrim Partners Asia Pte Ltd purchased a new stake in shares of Walt Disney during the third quarter worth about $33,000. Harbor Asset Planning Inc. acquired a new position in shares of Walt Disney in the second quarter valued at approximately $37,000. Total Investment Management Inc. purchased a new position in shares of Walt Disney during the second quarter valued at approximately $37,000. Finally, Howard Hughes Medical Institute purchased a new position in shares of Walt Disney during the second quarter valued at approximately $48,000. Institutional investors and hedge funds own 65.71% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on DIS shares. Raymond James Financial reiterated a “market perform” rating on shares of Walt Disney in a report on Friday, November 14th. Wall Street Zen downgraded Walt Disney from a “buy” rating to a “hold” rating in a research report on Friday, October 3rd. Evercore ISI increased their target price on Walt Disney from $140.00 to $142.00 and gave the stock an “outperform” rating in a research report on Friday, November 14th. Jefferies Financial Group lowered their price target on Walt Disney from $144.00 to $136.00 and set a “buy” rating for the company in a report on Friday, November 14th. Finally, Arete Research raised shares of 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 issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $135.20.

Walt Disney Price Performance

DIS stock opened at $111.62 on Friday. The company has a market cap of $199.28 billion, a PE ratio of 16.27, a price-to-earnings-growth ratio of 1.53 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 stock has a 50-day moving average price of $110.51 and a two-hundred day moving average price of $113.26. The Walt Disney Company has a 12-month low of $80.10 and a 12-month high of $124.69.

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 the consensus estimate of $1.03 by $0.08. Walt Disney had a return on equity of 9.37% and a net margin of 13.14%.The business had revenue of $22.46 billion for the quarter, compared to analyst estimates of $22.78 billion. During the same period in the previous year, the company posted $1.14 EPS. The company’s revenue was down .5% compared to the same quarter last year. As a group, research analysts predict that The Walt Disney Company will post 5.47 EPS for the current year.

Walt Disney Dividend Announcement

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

Key Stories Impacting Walt Disney

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

• Positive Sentiment: Zacks notes DIS outperformed the market session, reflecting short‑term investor optimism around the name. Walt Disney (DIS) Increases Despite Market Slip: Here’s What You Need to Know
• Positive Sentiment: Zacks highlights Disney’s “franchise flywheel” — films, streaming, products and Experiences — as a driver of more durable revenue growth, a constructive narrative for longer‑term revenue and margin recovery. Disney’s Franchise Success Continues: Is Revenue Growth More Durable?
• Positive Sentiment: TipRanks summarizes analyst forecasts that see upside potential for DIS, adding to bullish sentiment among some buy‑side and sell‑side participants. Walt Disney Stock Forecast: Analysts See Upside Brewing
• Neutral Sentiment: Zacks’ earnings previews urge caution: streaming subscriber gains may be offset by theatrical softness and cruise/cost pressures — underscoring why many investors are awaiting Q1 results for clarity. Countdown to Disney (DIS) Q1 Earnings: A Look at Estimates Beyond Revenue and EPS
• Neutral Sentiment: Zacks also poses the tactical question of buying before Q1 or waiting for results — a signal that sentiment is mixed and volatility around the print could continue. Disney Stock Before Q1 Earnings: Buy Now or Wait for Results?
• Neutral Sentiment: Yahoo Finance runs a balanced check on Wall Street sentiment — showing both bull and bear takes, which supports a continued two‑sided trade into earnings. Walt Disney Stock: Is Wall Street Bullish or Bearish?
• Negative Sentiment: Unusually cold weather forced temporary water‑park closures at Disney World, a near‑term revenue disruption for parks and experiences that could weigh on short‑term comps. Disney World, Universal Orlando close water parks as unusually cold weather hits Florida
• Negative Sentiment: Ranking pieces noting other destinations outrank Walt Disney World on “happiest vacation” lists speak to competitive/brand perception headwinds, though impact on revenue is likely modest. 3 US hot spots beat out Walt Disney World as ‘happiest vacation’ destination

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.