The Walt Disney Company $DIS Shares Sold by Lmcg Investments LLC

Lmcg Investments LLC trimmed its stake in shares of The Walt Disney Company (NYSE:DIS) by 3.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 132,683 shares of the entertainment giant’s stock after selling 5,202 shares during the period. Lmcg Investments LLC’s holdings in Walt Disney were worth $15,095,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently bought and sold shares of DIS. Brighton Jones LLC grew its holdings in Walt Disney by 7.7% during the fourth quarter. Brighton Jones LLC now owns 26,767 shares of the entertainment giant’s stock worth $2,980,000 after acquiring an additional 1,904 shares during the period. Sivia Capital Partners LLC grew its holdings in Walt Disney by 31.9% during the second quarter. Sivia Capital Partners LLC now owns 5,470 shares of the entertainment giant’s stock worth $678,000 after acquiring an additional 1,322 shares during the period. Schnieders Capital Management LLC. grew its holdings in Walt Disney by 16.2% during the second quarter. Schnieders Capital Management LLC. now owns 17,955 shares of the entertainment giant’s stock worth $2,227,000 after acquiring an additional 2,503 shares during the period. Main Street Financial Solutions LLC grew its holdings in Walt Disney by 28.6% during the second quarter. Main Street Financial Solutions LLC now owns 8,330 shares of the entertainment giant’s stock worth $1,033,000 after acquiring an additional 1,855 shares during the period. Finally, Ieq Capital LLC grew its holdings in Walt Disney by 10.8% during the second quarter. Ieq Capital LLC now owns 115,759 shares of the entertainment giant’s stock worth $14,355,000 after acquiring an additional 11,304 shares during the period. 65.71% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on the company. Guggenheim lowered their price target on Walt Disney from $140.00 to $115.00 and set a “buy” rating on the stock in a research report on Wednesday, March 18th. Needham & Company LLC reiterated a “buy” rating and set a $125.00 price target on shares of Walt Disney in a research report on Tuesday, March 31st. Morgan Stanley assumed coverage on Walt Disney in a research report on Tuesday, February 3rd. They set an “overweight” rating and a $135.00 price target on the stock. Wells Fargo & Company lowered their price target on Walt Disney from $150.00 to $148.00 and set an “overweight” rating on the stock in a research report on Friday, March 27th. Finally, Jefferies Financial Group lowered their price target on Walt Disney from $136.00 to $132.00 and set a “buy” rating on the stock in a research report on Tuesday, February 3rd. Seventeen analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $133.53.

Walt Disney News Summary

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

• Positive Sentiment: Disney beat Q2 estimates — revenue ~$25.17B and adjusted EPS $1.57, driven by streaming and parks strength; management reiterated growth in H2 and set FY26 EPS at 6.64. Disney Jumps 8.4% As Streaming Profitability Hits New Milestone
• Positive Sentiment: Disney Experiences (parks/guest spending) reported a Q2 revenue record and guest spending rose ~5%, supporting higher margins in Parks & Experiences. Disney Parks Revenue Hits Q2 Record
• Positive Sentiment: New CEO Josh D’Amaro used the call to outline a long‑term, three‑pillar growth plan (IP, global consumer reach, AI/tech) and a 3,000‑word memo signaling a strategic, execution‑focused shift — supportive for investor confidence. Disney’s new CEO lays out his long-term vision
• Neutral Sentiment: DIS was one of the contributors to a broader market rally (Dow gain), reflecting the earnings beat’s positive market impact rather than a company‑only catalyst. Walt Disney, NVIDIA share gains contribute to Dow rally
• Neutral Sentiment: Longer‑term development: Disney reaffirmed large projects (e.g., Abu Dhabi park plans remain unchanged), which are positive strategically but slow to move the near‑term earnings needle. Disney Confirms Abu Dhabi Theme Park Plans
• Negative Sentiment: Attendance headwinds: Disney flagged lower international attendance in the U.S. parks, which reduced admission volumes even as per‑guest spending rose — a risk if travel patterns weaken. Disney Q2 earnings beat, but US park attendance dips
• Negative Sentiment: ESPN/sports costs: Management noted pressure from rising programming rights and production costs for the sports business — a margin headwind to monitor, especially around future rights renewals. Disney earnings beat as new CEO outlines growth strategy
• Negative Sentiment: Legal headline: A lawsuit alleging unauthorized use of an actress’ likeness in Avatar surfaced — likely limited near‑term financial impact but worth watching for reputational/legal cost developments. James Cameron Sued Over Unauthorized Use of Actress’ Likeness in ‘Avatar’

Walt Disney Stock Performance

Shares of DIS stock opened at $108.13 on Thursday. The company has a market capitalization of $191.55 billion, a P/E ratio of 15.90, a P/E/G ratio of 1.40 and a beta of 1.41. The business’s 50 day moving average is $100.82 and its two-hundred day moving average is $106.64. The company has a current ratio of 0.67, a quick ratio of 0.61 and a debt-to-equity ratio of 0.31. The Walt Disney Company has a 12-month low of $92.18 and a 12-month high of $124.69.

Walt Disney (NYSE:DIS) last issued its quarterly earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.49 by $0.08. The company had revenue of $25.17 billion for the quarter, compared to the consensus estimate of $24.87 billion. Walt Disney had a return on equity of 8.90% and a net margin of 12.80%.Walt Disney’s revenue for the quarter was up 6.5% on a year-over-year basis. During the same quarter in the prior year, the business posted $1.45 earnings per share. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. Analysts expect that The Walt Disney Company will post 6.61 EPS 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.