Gerber Kawasaki Wealth & Investment Management Sells 5,110 Shares of The Walt Disney Company $DIS

Gerber Kawasaki Wealth & Investment Management cut its holdings in shares of The Walt Disney Company (NYSE:DIS) by 5.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 95,733 shares of the entertainment giant’s stock after selling 5,110 shares during the period. Gerber Kawasaki Wealth & Investment Management’s holdings in Walt Disney were worth $10,961,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Brighton Jones LLC lifted its holdings in shares of Walt Disney by 7.7% in the fourth quarter. Brighton Jones LLC now owns 26,767 shares of the entertainment giant’s stock valued at $2,980,000 after purchasing an additional 1,904 shares in the last quarter. Sivia Capital Partners LLC grew its holdings in shares of 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 buying an additional 1,322 shares in the last quarter. Schnieders Capital Management LLC. grew its holdings in shares of 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 buying an additional 2,503 shares in the last quarter. Vestmark Advisory Solutions Inc. acquired a new stake in Walt Disney in the 2nd quarter valued at approximately $2,169,000. Finally, Legacy Investment Solutions LLC acquired a new stake in Walt Disney in the 2nd quarter valued at approximately $53,000. 65.71% of the stock is owned by institutional investors and hedge funds.

Key Walt Disney News

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

• Positive Sentiment: Summer booking incentive — Disney is offering a free dining plan to Disney Visa cardmembers for select Walt Disney World stays, a targeted promotion that can boost room and F&B revenue during peak months and help fill discretionary spending categories. Disney Visa Cardmembers Can Get a Free Dining Plan at Walt Disney World in Today’s Daily Recap for 03/05/2026
• Positive Sentiment: Disney Cruise Line expansion — The Disney Adventure was christened in Singapore, reinforcing international cruise growth and incremental revenue opportunities outside North America. Global fleet momentum can support recurring revenue and margin mix improvements. Disney Cruise Line Christens the Disney Adventure in Singapore
• Positive Sentiment: Content upside — Pixar’s Hoppers is being positioned to capitalize on a viral meme, which could translate into stronger-than-expected box office and downstream streaming/licensing revenue if audience interest scales. Positive box-office surprises lift IP monetization across windows. Disney Pixar’s ‘Hoppers’ seeks to turn viral meme into box office gold
• Positive Sentiment: Parks investment — Disneyland’s $60M Avengers Campus expansion and other ride/upkeep projects signal continued capital spending to drive attendance and per-capita spending. These investments support long‑term park revenue growth. Disneyland offers behind-the-scenes tour of $60 million Avengers Campus expansion
• Neutral Sentiment: Leadership and liquidity debate — Coverage highlights Bob Iger stepping aside for parks chief Josh D’Amaro and the company’s $9.25B credit facility. Investors view this as mixed: it secures liquidity but raises execution and succession questions. Expect continued volatility while markets price leadership transition risk vs. stabilized financing. Disney Bull vs Bear: What Big Changes at the Entertainment Giant Really Mean for Investors
• Neutral Sentiment: Valuation debate persists — Analyst notes and fair‑value models cluster around ~$130 per share, underscoring a split between IP-driven upside and execution/earnings risk; this keeps the trading range relatively compressed until clearer fundamentals or guidance emerge. Why The Narrative Around Walt Disney (DIS) Is Shifting As Fair Value And IP Debates Collide
• Neutral Sentiment: Anniversary PR and nostalgia — Multiple stories and a downtown Orlando plaque commemorating the original 1965 “Florida Project” announcement create positive brand headlines but are unlikely to move near-term fundamentals materially. Orlando & Disney Unveil Plaque at the Site of Historic ‘The Florida Project’ Announcement
• Negative Sentiment: Safety/PR risk — A former safari driver alleges staff are trained to drive away if someone falls into a crocodile pit. That claim creates reputational risk, potential regulatory attention, and possible liability exposure if substantiated — factors that can pressure sentiment and attendance if amplified. “They’re not saving that baby”: Former Disney World safari driver says staff are trained to drive away if someone falls into crocodile pit

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on the company. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Walt Disney in a research report on Wednesday, November 12th. Raymond James Financial reiterated a “market perform” rating on shares of Walt Disney in a report on Friday, November 14th. Citigroup cut their price objective on shares of Walt Disney from $145.00 to $140.00 and set a “buy” rating on the stock in a research report on Friday, January 16th. TD Cowen restated a “hold” rating and set a $123.00 target price on shares of Walt Disney in a report on Tuesday, February 3rd. Finally, Evercore lifted their price target on shares of Walt Disney from $140.00 to $142.00 and gave the company an “outperform” rating in a research note on Friday, November 14th. Seventeen equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $135.80.

Walt Disney Stock Down 0.8%

NYSE:DIS opened at $101.57 on Monday. The firm has a market capitalization of $179.93 billion, a price-to-earnings ratio of 14.94, a price-to-earnings-growth ratio of 1.38 and a beta of 1.42. The Walt Disney Company has a twelve month low of $80.10 and a twelve month high of $124.69. The stock’s 50 day moving average price is $109.07 and its two-hundred day moving average price is $110.89. The company has a quick ratio of 0.61, a current ratio of 0.67 and a debt-to-equity ratio of 0.31.

Walt Disney (NYSE:DIS) last released 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 return on equity of 8.90% and a net margin of 12.80%.The company had revenue of $25.98 billion during the quarter, compared to the consensus estimate of $25.54 billion. During the same quarter in the prior year, the firm posted $1.40 EPS. The firm’s revenue for the quarter was up 5.2% compared to the same quarter last year. Equities research analysts expect that The Walt Disney Company will post 5.47 earnings per share for the current fiscal year.

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.