Narwhal Capital Management Sells 17,257 Shares of The Walt Disney Company $DIS

Narwhal Capital Management trimmed its position in shares of The Walt Disney Company (NYSE:DIS) by 81.4% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 3,946 shares of the entertainment giant’s stock after selling 17,257 shares during the quarter. Narwhal Capital Management’s holdings in Walt Disney were worth $452,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Pioneer Trust Bank N A OR raised its holdings in Walt Disney by 1.4% in the 3rd quarter. Pioneer Trust Bank N A OR now owns 56,329 shares of the entertainment giant’s stock worth $6,450,000 after acquiring an additional 790 shares during the last quarter. Oregon Public Employees Retirement Fund increased its holdings in shares of Walt Disney by 32.2% in the 3rd quarter. Oregon Public Employees Retirement Fund now owns 205,445 shares of the entertainment giant’s stock worth $23,523,000 after purchasing an additional 50,043 shares in the last quarter. Harrell Investment Partners LLC increased its holdings in shares of Walt Disney by 3.5% in the 3rd quarter. Harrell Investment Partners LLC now owns 13,980 shares of the entertainment giant’s stock worth $1,601,000 after purchasing an additional 478 shares in the last quarter. Invested Advisors purchased a new position in shares of Walt Disney in the third quarter worth $268,000. Finally, Ferguson Wellman Capital Management Inc. lifted its holdings in shares of Walt Disney by 26.7% during the third quarter. Ferguson Wellman Capital Management Inc. now owns 19,035 shares of the entertainment giant’s stock valued at $2,180,000 after purchasing an additional 4,013 shares in the last quarter. 65.71% of the stock is owned by hedge funds and other institutional investors.

Key Walt Disney News

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 Stock Performance

DIS opened at $115.91 on Friday. The company’s 50 day moving average is $109.85 and its 200 day moving average is $114.24. The company has a current ratio of 0.71, a quick ratio of 0.65 and a debt-to-equity ratio of 0.31. The company has a market cap of $206.93 billion, a price-to-earnings ratio of 16.90, a PEG ratio of 1.59 and a beta of 1.44. The Walt Disney Company has a 12-month low of $80.10 and a 12-month high of $124.69.

Walt Disney (NYSE:DIS) last announced its earnings results on Thursday, November 13th. The entertainment giant reported $1.11 EPS for the quarter, beating analysts’ consensus estimates of $1.03 by $0.08. The business had revenue of $22.46 billion during 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 was down .5% on a year-over-year basis. During the same period in the prior year, the company earned $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 Dividend Announcement

The business also recently announced 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 yield of 139.0%. The ex-dividend date of this dividend is Tuesday, June 30th. Walt Disney’s dividend payout ratio (DPR) is currently 21.87%.

Wall Street Analyst Weigh In

DIS has been the subject of several research analyst reports. Evercore ISI lifted their price objective on Walt Disney from $140.00 to $142.00 and gave the stock an “outperform” rating in a report on Friday, November 14th. Guggenheim reiterated a “buy” rating and issued a $140.00 price target on shares of Walt Disney in a research note on Friday, November 14th. Citigroup reissued a “positive” rating on shares of Walt Disney in a report on Friday, November 14th. Needham & Company LLC restated a “buy” rating and issued a $125.00 target price on shares of Walt Disney in a report on Thursday, November 13th. Finally, UBS Group reaffirmed a “buy” rating and issued a $138.00 target price on shares of Walt Disney in a research report on Friday, November 14th. Eighteen equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Walt Disney has an average rating of “Moderate Buy” and a consensus target price of $135.20.

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.