Rep. Mike Kelly Sells Off Shares of The Walt Disney Company (NYSE:DIS)

Representative Mike Kelly (Republican-Pennsylvania) recently sold shares of The Walt Disney Company (NYSE:DIS). In a filing disclosed on August 12th, the Representative disclosed that they had sold between $1,001 and $15,000 in Walt Disney stock on July 17th. The trade occurred in the Representative’s “VICTORIA KELLY TRUST ICA” account.

Representative Mike Kelly also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Abbott Laboratories (NYSE:ABT) on 7/17/2026.
• Sold $15,001 – $50,000 in shares of PepsiCo (NASDAQ:PEP) on 7/17/2026.

Walt Disney Stock Down 0.3%

Shares of DIS opened at $103.24 on Thursday. The stock’s 50-day moving average price is $99.05 and its two-hundred day moving average price is $101.66. The Walt Disney Company has a 12 month low of $92.18 and a 12 month high of $119.78. The company has a market capitalization of $178.26 billion, a PE ratio of 21.29, a PEG ratio of 1.21 and a beta of 1.39. The company has a current ratio of 0.71, a quick ratio of 0.65 and a debt-to-equity ratio of 0.32.

Walt Disney (NYSE:DIS) last issued its quarterly earnings results on Wednesday, August 5th. The entertainment giant reported $2.06 earnings per share for the quarter, beating the consensus estimate of $1.86 by $0.20. The company had revenue of $25.25 billion during the quarter, compared to analysts’ expectations of $25.39 billion. Walt Disney had a return on equity of 9.90% and a net margin of 8.70%.The business’s quarterly revenue was up 6.8% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.61 earnings per share. Walt Disney has set its FY 2026 guidance at 6.642-6.642 EPS. On average, analysts anticipate that The Walt Disney Company will post 6.9 EPS for the current year.

Institutional Trading of Walt Disney

Several large investors have recently modified their holdings of the stock. Alesco Advisors LLC boosted its position in Walt Disney by 2.7% during the fourth quarter. Alesco Advisors LLC now owns 3,782 shares of the entertainment giant’s stock worth $430,000 after purchasing an additional 99 shares during the period. Advisors Management Group Inc. ADV raised its position in shares of Walt Disney by 4.6% in the first quarter. Advisors Management Group Inc. ADV now owns 2,266 shares of the entertainment giant’s stock valued at $218,000 after purchasing an additional 100 shares during the period. Providence Wealth Advisors LLC lifted its stake in shares of Walt Disney by 1.1% during the 1st quarter. Providence Wealth Advisors LLC now owns 9,192 shares of the entertainment giant’s stock valued at $888,000 after buying an additional 100 shares in the last quarter. Guardian Partners Inc. boosted its holdings in Walt Disney by 0.3% in the 1st quarter. Guardian Partners Inc. now owns 32,991 shares of the entertainment giant’s stock worth $3,188,000 after buying an additional 101 shares during the period. Finally, Keebeck Wealth Management boosted its holdings in Walt Disney by 3.8% in the 3rd quarter. Keebeck Wealth Management now owns 2,808 shares of the entertainment giant’s stock worth $322,000 after buying an additional 102 shares during the period. Institutional investors and hedge funds own 65.71% of the company’s stock.

Walt Disney News Roundup

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

• Positive Sentiment: Disney reported a strong fiscal third quarter, with record Experiences revenue and 28% earnings-per-share growth. The results included adjusted EPS of $2.06, ahead of the $1.86 consensus, while Disney+ and Hulu remained profitable. Disney Q3 2026 Earnings Call Transcript
• Positive Sentiment: Disney is expanding its live sports portfolio through a multi-year global streaming agreement with Formula E covering Disney+ and ESPN in 144 countries. The deal could support engagement and subscriber growth, although its financial contribution is not yet known. Formula E announces global streaming deal with Disney+ and ESPN
• Positive Sentiment: Walt Disney Studios became the second film studio to surpass $4 billion in worldwide box-office revenue in 2026, offering evidence of continued strength in Disney’s film franchises. Walt Disney Studios Becomes Second Studio to Cross $4B Worldwide in 2026
• Positive Sentiment: Disney is reportedly evaluating FAST channels, which could create a lower-cost, advertising-supported distribution channel and help monetize its large content library. However, the company trails Fox’s Tubi and Paramount’s Pluto TV in the category. Disney Isn’t Late to the FAST Party
• Neutral Sentiment: Disney is advancing theme-park projects, hotel signage upgrades and earlier delivery of new cruise ships. These initiatives support long-term Experiences growth but could require significant capital investment. Disney Brings Forward Delivery of Newbuilds
• Neutral Sentiment: Recent publicity and marketing leadership appointments, along with D23 programming announcements, are operationally relevant but unlikely to materially affect near-term earnings. Melissa Stone Named SVP of Publicity
• Negative Sentiment: An FCC in-house judge’s retirement is transferring a Disney-related probe to FCC Chair Brendan Carr, extending regulatory uncertainty. The development does not establish wrongdoing, but could weigh on sentiment until the investigation’s direction becomes clearer. FCC In-House Judge Retired, Punting Disney Probe to Carr

Wall Street Analyst Weigh In

A number of analysts have weighed in on the stock. Benchmark reissued a “buy” rating and set a $115.00 target price on shares of Walt Disney in a research report on Thursday, August 6th. Barclays upped their price objective on shares of Walt Disney from $110.00 to $115.00 and gave the company an “overweight” rating in a research note on Thursday, August 6th. Wells Fargo & Company increased their price objective on shares of Walt Disney from $125.00 to $132.00 and gave the stock an “overweight” rating in a research report on Thursday, August 6th. Weiss Ratings downgraded shares of Walt Disney from a “hold (c+)” rating to a “hold (c)” rating in a research note on Thursday, June 11th. Finally, Argus restated a “buy” rating and issued a $134.00 target price on shares of Walt Disney in a report on Thursday, August 6th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Walt Disney presently has a consensus rating of “Moderate Buy” and an average price target of $128.61.

About Representative Kelly

Mike Kelly (Republican Party) is a member of the U.S. House, representing Pennsylvania’s 16th Congressional District. He assumed office on January 3, 2019. His current term ends on January 3, 2027.

Kelly (Republican Party) is running for re-election to the U.S. House to represent Pennsylvania’s 16th Congressional District. He declared candidacy for the 2026 election.

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.