Yousif Capital Management LLC Has $22.62 Million Holdings in The Walt Disney Company $DIS

Yousif Capital Management LLC lessened its holdings in The Walt Disney Company (NYSE:DIS) by 5.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 204,994 shares of the entertainment giant’s stock after selling 11,945 shares during the period. Yousif Capital Management LLC’s holdings in Walt Disney were worth $22,619,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Copeland Capital Management LLC acquired a new stake in shares of Walt Disney in the 3rd quarter worth about $25,000. Strengthening Families & Communities LLC acquired a new stake in shares of Walt Disney in the 3rd quarter worth about $29,000. JPL Wealth Management LLC acquired a new stake in shares of Walt Disney in the 3rd quarter worth about $30,000. Pilgrim Partners Asia Pte Ltd acquired a new stake in shares of Walt Disney in the 3rd quarter worth about $33,000. Finally, Bare Financial Services Inc raised its holdings in shares of Walt Disney by 48.5% in the 3rd quarter. Bare Financial Services Inc now owns 291 shares of the entertainment giant’s stock worth $33,000 after acquiring an additional 95 shares during the last quarter. Institutional investors and hedge funds own 65.71% of the company’s stock.

Key Walt Disney News

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

• Positive Sentiment: Analysts applaud Disney’s move to add ESPN sports to its flagship streaming platform across an additional 53 countries — expands global reach for high-value live sports (subscriber attraction, ad and affiliate revenue upside). Article Title
• Positive Sentiment: Disney is repositioning its Paris theme park (rebrands/refresh) to boost European growth — a parks-focused strategy that could drive attendance, pricing power and long-term revenue in a key region. Article Title
• Positive Sentiment: Disney productions earned a record 96 News & Documentary Emmy nominations in 2026 — positive brand/content recognition that supports Disney’s reputation in premium content (helps distribution, licensing and prestige). Article Title
• Neutral Sentiment: Features and lifestyle coverage (new Villains land details, cast-member traditions, park anecdotes, animal births, school performances) provide steady PR momentum for parks and resorts but are unlikely to move shares materially on their own. Article Title
• Neutral Sentiment: Market commentary and retail investor interest pieces (Zacks / MarketBeat trend stories, Jim Cramer mentions) keep DIS in the spotlight; useful for sentiment but not new company-specific fundamentals. Article Title
• Negative Sentiment: Michigan Supreme Court declined Disney’s appeal, leaving the company exposed to a potentially sizable state tax bill — a legal/tax liability that could pressure near-term cash flow or increase discrete expense. Article Title
• Negative Sentiment: OpenAI’s shutdown of the Sora app reportedly ended a previously announced ~$1B content partnership tied to Disney — removes a potential distribution/revenue avenue and highlights partnership execution risk with AI platform deals. Article Title

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on DIS shares. Phillip Securities upgraded shares of Walt Disney to a “moderate buy” rating in a report on Monday, January 12th. Weiss Ratings lowered shares of Walt Disney from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday, February 3rd. Morgan Stanley started coverage on shares of Walt Disney in a research note on Tuesday, February 3rd. They issued an “overweight” rating and a $135.00 price objective for the company. Barclays reiterated an “overweight” rating on shares of Walt Disney in a research note on Monday, February 2nd. Finally, Wells Fargo & Company decreased their price objective on shares of Walt Disney from $150.00 to $148.00 and set an “overweight” rating for the company in a research note on Friday, March 27th. Eighteen research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $132.81.

Walt Disney Trading Down 0.6%

NYSE:DIS opened at $95.73 on Wednesday. The company has a debt-to-equity ratio of 0.31, a quick ratio of 0.61 and a current ratio of 0.67. The firm has a market cap of $169.59 billion, a price-to-earnings ratio of 14.08, a price-to-earnings-growth ratio of 1.35 and a beta of 1.44. The Walt Disney Company has a 52 week low of $80.85 and a 52 week high of $124.69. The firm has a 50-day moving average price of $102.36 and a two-hundred day moving average price of $107.89.

Walt Disney (NYSE:DIS) last posted its quarterly earnings data on Monday, February 2nd. The entertainment giant reported $1.63 EPS for the quarter, beating the consensus estimate of $1.57 by $0.06. Walt Disney had a net margin of 12.80% and a return on equity of 8.90%. The firm had revenue of $25.98 billion during the quarter, compared to analyst estimates of $25.54 billion. During the same quarter last year, the business posted $1.40 EPS. The company’s revenue for the quarter was up 5.2% on a year-over-year basis. On average, equities analysts expect that The Walt Disney Company will post 5.47 earnings per share for the current fiscal year.

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.