Kovitz Investment Group Partners LLC Has $39.77 Million Holdings in The Walt Disney Company $DIS

Kovitz Investment Group Partners LLC boosted its holdings in The Walt Disney Company (NYSE:DIS) by 3.9% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 347,334 shares of the entertainment giant’s stock after acquiring an additional 13,109 shares during the quarter. Kovitz Investment Group Partners LLC’s holdings in Walt Disney were worth $39,770,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Copeland Capital Management LLC purchased a new position in shares of Walt Disney during the third quarter valued at approximately $25,000. Strengthening Families & Communities LLC purchased a new stake in Walt Disney in the 3rd quarter valued at $29,000. Pilgrim Partners Asia Pte Ltd bought a new position in Walt Disney during the 3rd quarter valued at $33,000. Total Investment Management Inc. bought a new position in Walt Disney during the 2nd quarter valued at $37,000. Finally, Navigoe LLC boosted its holdings in Walt Disney by 89.2% during the 3rd quarter. Navigoe LLC now owns 403 shares of the entertainment giant’s stock worth $46,000 after acquiring an additional 190 shares during the last quarter. 65.71% of the stock is owned by institutional investors.

Walt Disney News Summary

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

• Positive Sentiment: Rep. Gilbert Ray Cisneros Jr. reported acquiring Walt Disney shares — an insider purchase that investors often view as a bullish signal on management/insider confidence. Walt Disney (NYSE:DIS) Shares Acquired Rep. Gilbert Ray Cisneros, Jr.
• Positive Sentiment: Proposed federal legislation (H.R.7620, the CHEERS Act) would shorten depreciation for certain hospitality equipment; Disney’s parks and on-site F&B operations could see modest tax/timing benefits if enacted. This is a potential tailwind for operating cash flow at resorts and parks. New Bill: Representative Darin LaHood introduces H.R. 7620
• Positive Sentiment: Disney outlined programming and festivities tied to America’s 250th anniversary — new seasonal content and park events can help drive attendance, F&B and merchandise sales across parks and boost subscriber engagement for themed content. Disney Announces Festivities for America’s 250th Anniversary
• Neutral Sentiment: A feature arguing the streaming landscape is about to change suggests Disney could be a major actor in a shifting M&A/competitive dynamic — the piece is strategic and speculative, so implications for near-term earnings are uncertain. Disney is about to fundamentally change
• Neutral Sentiment: Travel pieces (e.g., “A Snob’s Guide to Walt Disney World”) and consumer guides keep brand visibility high; helpful for long-term demand but unlikely to move the stock materially in the short term. A Snob’s Guide to Walt Disney World
• Neutral Sentiment: Roundups of recent insider trades list Disney among notable names; aggregate insider activity can be mixed and requires detail on buys vs. sells to be actionable. Insider trades: Microsoft, Walt Disney among notable names this week
• Negative Sentiment: Coverage that Disney paused “Gay Days” events highlights ongoing political and cultural headwinds that can produce negative PR, local pushback, or regulatory scrutiny — a risk for parks attendance and brand perception in certain markets. Disney ‘Gay Days’ paused: The mouse blinks — and the Church must take notice
• Negative Sentiment: Stories about former CEO Michael Eisner refusing to enter a Disney building bearing his name are minor reputation-focused items; they add noise but are unlikely to affect fundamentals materially. Former CEO Michael Eisner refuses to set foot in the Disney building that bears his name

Walt Disney Trading Down 0.5%

Shares of DIS stock opened at $105.51 on Monday. The stock has a market capitalization of $186.92 billion, a price-to-earnings ratio of 15.52, a PEG ratio of 1.44 and a beta of 1.43. The company’s fifty day simple moving average is $110.72 and its two-hundred day simple moving average is $111.65. The Walt Disney Company has a 1 year low of $80.10 and a 1 year high of $124.69. The company has a debt-to-equity ratio of 0.31, a current ratio of 0.67 and a quick ratio of 0.61.

Walt Disney (NYSE:DIS) last issued its earnings results on Monday, February 2nd. The entertainment giant reported $1.63 EPS for the quarter, topping the consensus estimate of $1.57 by $0.06. The business had revenue of $25.98 billion during the quarter, compared to the consensus estimate of $25.54 billion. Walt Disney had a return on equity of 8.90% and a net margin of 12.80%.The firm’s revenue was up 5.2% compared to the same quarter last year. During the same quarter last year, the company earned $1.40 EPS. As a group, analysts anticipate that The Walt Disney Company will post 5.47 earnings per share for the current year.

Wall Street Analysts Forecast Growth

DIS has been the subject of several analyst reports. UBS Group reiterated a “mixed” rating on shares of Walt Disney in a report on Monday, February 2nd. Guggenheim reiterated a “buy” rating and set a $140.00 target price on shares of Walt Disney in a research note on Tuesday, February 3rd. Sanford C. Bernstein reissued an “outperform” rating on shares of Walt Disney in a report on Wednesday, November 12th. Wells Fargo & Company decreased their price objective on shares of Walt Disney from $152.00 to $150.00 and set an “overweight” rating for the company in a report on Tuesday, February 3rd. Finally, Arete Research raised shares of Walt Disney to a “strong sell” rating in a research report on Tuesday, October 28th. Seventeen analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $135.80.

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.