Tema Etfs LLC Invests $3.81 Million in The Walt Disney Company $DIS

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

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Kingstone Capital Partners Texas LLC acquired a new position in shares of Walt Disney during the second quarter valued at about $4,220,599,000. Norges Bank bought a new position in Walt Disney in the 2nd quarter valued at about $2,618,295,000. Viking Global Investors LP acquired a new position in Walt Disney during the 2nd quarter valued at about $725,219,000. Assenagon Asset Management S.A. increased its holdings in Walt Disney by 231.4% during the 3rd quarter. Assenagon Asset Management S.A. now owns 4,711,353 shares of the entertainment giant’s stock worth $539,450,000 after purchasing an additional 3,289,707 shares in the last quarter. Finally, Boston Partners raised its stake in shares of Walt Disney by 84.2% in the second quarter. Boston Partners now owns 6,921,229 shares of the entertainment giant’s stock worth $856,582,000 after purchasing an additional 3,162,938 shares during the last quarter. Institutional investors own 65.71% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on DIS shares. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Walt Disney in a research report on Monday, December 29th. Arete Research raised shares of Walt Disney to a “strong sell” rating in a report on Tuesday, October 28th. Citigroup reiterated a “positive” rating on shares of Walt Disney in a report on Friday, November 14th. KeyCorp restated a “sector weight” rating on shares of Walt Disney in a report on Friday, November 14th. Finally, Guggenheim reaffirmed a “buy” rating and issued a $140.00 price objective on shares of Walt Disney in a research report on Friday, November 14th. Eighteen research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $135.20.

Key Headlines Impacting Walt Disney

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 Price Performance

Shares of NYSE:DIS opened at $115.91 on Monday. The company has a market capitalization of $206.93 billion, a P/E ratio of 16.90, a price-to-earnings-growth ratio of 1.61 and a beta of 1.44. The company’s 50-day moving average is $109.85 and its 200 day moving average is $114.17. The company has a debt-to-equity ratio of 0.31, a quick ratio of 0.65 and a current ratio of 0.71. The Walt Disney Company has a fifty-two week low of $80.10 and a fifty-two week high of $124.69.

Walt Disney (NYSE:DIS) last posted its quarterly earnings data on Thursday, November 13th. The entertainment giant reported $1.11 earnings per share (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 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 quarter last year, the company posted $1.14 earnings per share. On average, equities research analysts forecast that The Walt Disney Company will post 5.47 earnings per share for the current year.

Walt Disney Announces Dividend

The business also recently declared a dividend, which will be paid on Wednesday, July 22nd. Investors of record on Tuesday, June 30th will be issued 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 payout ratio is 21.87%.

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.