Nisa Investment Advisors LLC Decreases Holdings in The Walt Disney Company $DIS

Nisa Investment Advisors LLC lowered its position in The Walt Disney Company (NYSE:DIS) by 2.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 568,734 shares of the entertainment giant’s stock after selling 12,350 shares during the quarter. Nisa Investment Advisors LLC’s holdings in Walt Disney were worth $65,120,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also bought and sold shares of the business. Copeland Capital Management LLC purchased a new stake in shares of Walt Disney in the 3rd quarter valued at $25,000. DiNuzzo Private Wealth Inc. raised its position in Walt Disney by 82.5% in the 2nd quarter. DiNuzzo Private Wealth Inc. now owns 208 shares of the entertainment giant’s stock worth $26,000 after purchasing an additional 94 shares during the period. Harbor Asset Planning Inc. bought a new stake in Walt Disney in the second quarter worth $37,000. Total Investment Management Inc. bought a new stake in Walt Disney in the second quarter worth $37,000. Finally, Navigoe LLC boosted its position in Walt Disney by 89.2% during the third quarter. Navigoe LLC now owns 403 shares of the entertainment giant’s stock valued at $46,000 after buying an additional 190 shares during the period. 65.71% of the stock is currently owned by institutional investors.

Walt Disney News Roundup

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

• Positive Sentiment: Bob Iger met with a top Chinese official in Beijing as Disney seeks to shore up relations and expand its footprint in China — a key market for parks, consumer products and content distribution that could support international revenue growth. Disney CEO meets top Chinese official
• Positive Sentiment: Disney announced it will add short-form video to Disney+ in the U.S. this year to boost daily engagement and compete with TikTok/Reels — a product move that could lift retention, ad inventory and ARPU over time. Disney+ is launching short-form videos this year
• Positive Sentiment: Walt Disney World is offering new Florida‑resident ticket discounts — a tactical pricing move that can boost local attendance and park cash flow in the near term as consumer demand remains a focus for parks profitability. Walt Disney World offers Florida resident discounts
• Positive Sentiment: Jimmy Zasowski was promoted to president of platform distribution for Disney Entertainment and ESPN — a leadership change that could sharpen distribution strategy and monetization across platforms. Jimmy Zasowski promoted
• Neutral Sentiment: Market coverage and social interest: recent pieces note DIS as a trending stock and report the shares have outperformed the broader market in the latest sessions — increased attention can amplify moves but doesn’t change fundamentals. Walt Disney (DIS) Outperforms Broader Market
• Neutral Sentiment: Content and parks pipeline updates (live-action casting for Tangled, new rides and event weekends) support long‑term content refresh and parks demand but are incremental and timing-dependent for revenue impact. Tangled casting confirmed
• Negative Sentiment: Earnings outlook: analysts expect Disney’s Q1 2025 profits to decline in the low double digits, signaling near-term margin pressure or softer content/park revenue trends that could weigh on the share multiple ahead of the report. What to Expect From Walt Disney’s Q1 2025 Earnings Report
• Negative Sentiment: Reputational and legal risk: a reported choking death at a Disney restaurant has resulted in a lawsuit that could generate negative headlines and potential liabilities. Lawsuit after choking death at Disney restaurant

Walt Disney Price Performance

DIS opened at $114.18 on Friday. 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 stock has a market capitalization of $203.84 billion, a PE ratio of 16.64, a price-to-earnings-growth ratio of 1.57 and a beta of 1.44. The stock’s 50 day moving average price is $109.78 and its 200-day moving average price is $114.25. The Walt Disney Company has a 52-week low of $80.10 and a 52-week high of $124.69.

Walt Disney (NYSE:DIS) last released its quarterly earnings results 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. The business had revenue of $22.46 billion for the quarter, compared to analysts’ expectations of $22.78 billion. Walt Disney had a net margin of 13.14% and a return on equity of 9.37%. The firm’s revenue for the quarter was down .5% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.14 earnings per share. On average, equities research analysts predict that The Walt Disney Company will post 5.47 EPS for the current year.

Walt Disney Announces Dividend

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

Wall Street Analysts Forecast Growth

Several research firms have recently commented on DIS. KeyCorp reiterated a “sector weight” rating on shares of Walt Disney in a report on Friday, November 14th. Jefferies Financial Group reduced their price target on Walt Disney from $144.00 to $136.00 and set a “buy” rating on the stock in a research report on Friday, November 14th. UBS Group reiterated a “buy” rating and issued a $138.00 price objective on shares of Walt Disney in a research report on Friday, November 14th. Rosenblatt Securities reissued a “buy” rating and set a $141.00 price objective on shares of Walt Disney in a research note on Friday, October 17th. Finally, Raymond James Financial reaffirmed a “market perform” rating on shares of Walt Disney in a research note 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. According to MarketBeat, Walt Disney presently has a consensus rating of “Moderate Buy” and an average price target of $135.20.

About Walt Disney

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.