Walt Disney (NYSE:DIS) Shares Acquired Rep. Gilbert Ray Cisneros, Jr.

Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of The Walt Disney Company (NYSE:DIS). In a filing disclosed on February 13th, the Representative disclosed that they had bought between $1,001 and $15,000 in Walt Disney stock on January 9th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Hermès International Société en commandite par actions (OTCMKTS:HESAF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Tencent (OTC:TCTZF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Xiaomi (OTCMKTS:XIACF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Mitsubishi Heavy Industries (OTCMKTS:MHVYF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Banco Santander (NYSE:SAN) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Leonardo (OTCMKTS:FINMF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Costco Wholesale (NASDAQ:COST) on 1/30/2026.
• Purchased $1,001 – $15,000 in shares of Transdigm Group (NYSE:TDG) on 1/30/2026.
• Purchased $1,001 – $15,000 in shares of Cloudflare (NYSE:NET) on 1/30/2026.
• Purchased $1,001 – $15,000 in shares of AutoZone (NYSE:AZO) on 1/30/2026.

Walt Disney Price Performance

DIS opened at $105.51 on Friday. The company has a quick ratio of 0.61, a current ratio of 0.67 and a debt-to-equity ratio of 0.31. The company’s 50-day moving average price is $110.72 and its 200 day moving average price is $111.68. The Walt Disney Company has a fifty-two week low of $80.10 and a fifty-two week high of $124.69. The firm has a market cap of $186.92 billion, a price-to-earnings ratio of 15.52, a price-to-earnings-growth ratio of 1.44 and a beta of 1.43.

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

Trending Headlines about Walt Disney

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

• Positive Sentiment: Disney is rolling out special programming tied to America’s 250th anniversary, a parks & events driver that can boost attendance, F&B and merchandising across its domestic properties. Disney Announces Festivities for America’s 250th Anniversary
• Positive Sentiment: Disney lowered the down payment required for Florida resident annual passes, a tactical pricing move intended to increase pass sales and near-term cash flow from local demand. That could support park attendance and recurring revenue. Disney lowers annual pass down payment for Florida residents
• Positive Sentiment: Analysis suggests Disney’s strategy may reshape the streaming landscape long-term, which could strengthen its competitive position if executions (content, bundling, distribution deals) pay off. Investors should watch streaming metrics and any strategic moves tied to competitors. Disney is about to fundamentally change
• Neutral Sentiment: Insider-trade summaries flagged recent notable transactions that include Disney; such filings merit monitoring but aren’t a direct signal of near-term company performance. Insider trades: Microsoft, Walt Disney among notable names this week
• Neutral Sentiment: Industry M&A headlines (Warner/Paramount/Skydance) remain relevant; consolidation among rivals can change competitive dynamics but timing and buyers are uncertain. Warner Bros Rejects Paramount’s Latest Bid
• Negative Sentiment: Rosenblatt cut its price target on DIS despite the Q1 beat, signaling analyst caution about valuation or growth assumptions; analyst downgrades can pressure the stock until guidance/metrics reassert momentum. Rosenblatt Cuts The Walt Disney Company (DIS) PT Despite Q1 Earnings Beat
• Negative Sentiment: A cluster of park/PR stories — complaints about rising costs at Disney World, reports of guest damage forcing repairs, and the pause of an organized “Gay Days” event — create short-term reputation and guest-experience headwinds that could dampen discretionary demand if they escalate. 3 Reasons Disney World Has Become Unaffordable for the Middle Class Disney World may undergo major repairs Disney ‘Gay Days’ paused

Institutional Trading of Walt Disney

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. Vanguard Group Inc. boosted its stake in Walt Disney by 0.8% during the 4th quarter. Vanguard Group Inc. now owns 159,342,154 shares of the entertainment giant’s stock valued at $18,128,357,000 after purchasing an additional 1,220,207 shares in the last quarter. State Street Corp lifted its holdings in shares of Walt Disney by 2.3% in the fourth quarter. State Street Corp now owns 83,873,646 shares of the entertainment giant’s stock valued at $9,604,567,000 after buying an additional 1,853,897 shares during the period. Geode Capital Management LLC boosted its stake in Walt Disney by 3.5% during the fourth quarter. Geode Capital Management LLC now owns 40,588,604 shares of the entertainment giant’s stock valued at $4,597,804,000 after buying an additional 1,361,888 shares in the last quarter. J. Stern & Co. LLP grew its holdings in Walt Disney by 9,060.1% during the fourth quarter. J. Stern & Co. LLP now owns 38,135,363 shares of the entertainment giant’s stock worth $4,338,660,000 after acquiring an additional 37,719,041 shares during the period. Finally, Norges Bank acquired a new position in Walt Disney during the second quarter worth about $2,618,295,000. 65.71% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

DIS has been the topic of several analyst reports. UBS Group reaffirmed a “mixed” rating on shares of Walt Disney in a research report on Monday, February 2nd. Citigroup lowered their price target on shares of Walt Disney from $145.00 to $140.00 and set a “buy” rating for the company in a research report on Friday, January 16th. Phillip Securities upgraded shares of Walt Disney to a “moderate buy” rating in a research report on Monday, January 12th. Arete Research upgraded shares of Walt Disney to a “strong sell” rating in a research report on Tuesday, October 28th. Finally, KeyCorp restated a “sector weight” rating on shares of Walt Disney 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 given a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $135.80.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

About Walt Disney

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.