Gerber Kawasaki Wealth & Investment Management Has $9.88 Million Holdings in The Walt Disney Company $DIS

Gerber Kawasaki Wealth & Investment Management lessened its holdings in shares of The Walt Disney Company (NYSE:DIS) by 9.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 86,797 shares of the entertainment giant’s stock after selling 8,936 shares during the quarter. Gerber Kawasaki Wealth & Investment Management’s holdings in Walt Disney were worth $9,878,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of DIS. Swiss RE Ltd. acquired a new position in shares of Walt Disney in the fourth quarter valued at approximately $25,000. Curio Wealth LLC grew its position in shares of Walt Disney by 110.4% in the fourth quarter. Curio Wealth LLC now owns 223 shares of the entertainment giant’s stock valued at $26,000 after purchasing an additional 117 shares during the last quarter. Sfam LLC acquired a new position in shares of Walt Disney in the fourth quarter valued at approximately $26,000. Commonwealth Retirement Investments LLC acquired a new position in shares of Walt Disney in the fourth quarter valued at approximately $29,000. Finally, JPL Wealth Management LLC acquired a new position in shares of Walt Disney in the third quarter valued at approximately $30,000. Institutional investors and hedge funds own 65.71% of the company’s stock.

Key Walt Disney News

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

• Positive Sentiment: Needham & Company reaffirmed its Buy rating on Disney and set a $125 price target, implying meaningful upside from recent trading levels and reinforcing bullish sentiment around the stock. Benzinga report on Needham rating reaffirmation
• Positive Sentiment: Erste Group Bank raised its FY2026 and FY2027 earnings estimates for Disney, signaling improving profit expectations and suggesting analysts see stronger fundamentals ahead.
• Positive Sentiment: Disney upgraded the My Disney Experience app to make vacation planning easier, a small but constructive sign that the company is improving the guest experience and supporting its parks business. AOL article on My Disney Experience app upgrade
• Neutral Sentiment: Several entertainment articles about Kevin Costner meeting Walt Disney, and other Disney-related lifestyle/travel pieces, are mostly brand awareness items and are unlikely to materially affect the stock price. Yahoo Entertainment article on Kevin Costner story
• Neutral Sentiment: Recent commentary also noted Disney’s share price weakness and valuation debate, but that appears more reflective of the broader pullback than a new company-specific catalyst. Yahoo Finance article on DIS share price weakness

Walt Disney Trading Down 0.5%

Shares of DIS stock opened at $99.89 on Friday. The stock has a 50 day simple moving average of $102.28 and a 200 day simple moving average of $105.22. The company has a current ratio of 0.68, a quick ratio of 0.62 and a debt-to-equity ratio of 0.33. The Walt Disney Company has a 1 year low of $92.18 and a 1 year high of $124.69. The stock has a market cap of $173.45 billion, a P/E ratio of 15.96, a price-to-earnings-growth ratio of 1.31 and a beta of 1.39.

Walt Disney (NYSE:DIS) last released its earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 earnings per share for the quarter, topping the consensus estimate of $1.49 by $0.08. Walt Disney had a return on equity of 8.92% and a net margin of 11.54%.The firm had revenue of $25.17 billion during the quarter, compared to analysts’ expectations of $24.87 billion. During the same period in the prior year, the company earned $1.45 earnings per share. The company’s quarterly revenue was up 6.5% on a year-over-year basis. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. On average, research analysts predict that The Walt Disney Company will post 6.85 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on DIS shares. Barclays upped their target price on Walt Disney from $130.00 to $135.00 and gave the company an “overweight” rating in a research report on Thursday, May 7th. Phillip Securities raised Walt Disney from a “moderate buy” rating to a “strong-buy” rating in a research report on Monday, May 11th. Guggenheim upped their target price on Walt Disney from $115.00 to $120.00 and gave the company a “buy” rating in a research report on Thursday, May 7th. Needham & Company LLC reaffirmed a “buy” rating and issued a $125.00 target price on shares of Walt Disney in a research report on Friday. Finally, Weiss Ratings downgraded Walt Disney from a “hold (c+)” rating to a “hold (c)” rating in a research report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $133.71.

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.