Walt Disney (NYSE:DIS) Stock Unloaded Rep. Gilbert Ray Cisneros, Jr.

Key Points

• Rep. Gilbert R. Cisneros Jr. sold between $1,001 and $15,000 of Walt Disney (DIS) stock on February 10 via his "150 MAIN STREET TRUST > BANK OF AMERICA" account.
• Disney beat Q1 estimates with $1.63 EPS and revenue of $25.98 billion (up 5.2% YoY), but the stock trades near $100.87 (down 0.4%) with a market cap around $178.7B and a MarketBeat consensus rating of "Moderate Buy" (target ~$135.80).
• Key catalysts include new NFL rights and Parks leadership clarity (positive), while secular ad pressures—led by YouTube's ad growth—and elevated short interest pose downside risks.

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently sold shares of The Walt Disney Company (NYSE:DIS). In a filing disclosed on March 09th, the Representative disclosed that they had sold between $1,001 and $15,000 in Walt Disney stock on February 10th. 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):

• Sold $1,001 - $15,000 in shares of Thermon Group NYSE: THR on 3/2/2026.
• Purchased $1,001 - $15,000 in shares of Federal Signal NYSE: FSS on 3/2/2026.
• Purchased $1,001 - $15,000 in shares of Taiwan Semiconductor Manufacturing NYSE: TSM on 2/26/2026.
• Sold $1,001 - $15,000 in shares of Uber Technologies NYSE: UBER on 2/24/2026.
• Sold $1,001 - $15,000 in shares of Robinhood Markets NASDAQ: HOOD on 2/24/2026.
• Purchased $1,001 - $15,000 in shares of Micron Technology NASDAQ: MU on 2/24/2026.
• Sold $1,001 - $15,000 in shares of Oracle NYSE: ORCL on 2/24/2026.
• Purchased $1,001 - $15,000 in shares of Champion Homes NYSE: SKY on 2/23/2026.
• Sold $1,001 - $15,000 in shares of Tri Pointe Homes NYSE: TPH on 2/23/2026.
• Sold $1,001 - $15,000 in shares of Xiaomi OTCMKTS: XIACF on 2/20/2026.

Walt Disney Trading Down 0.4%

Shares of NYSE DIS opened at $100.87 on Thursday. 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 stock's 50 day moving average price is $108.29 and its two-hundred day moving average price is $110.60. The Walt Disney Company has a 52-week low of $80.10 and a 52-week high of $124.69. The stock has a market capitalization of $178.69 billion, a P/E ratio of 14.83, a PEG ratio of 1.38 and a beta of 1.42.

Walt Disney (NYSE:DIS - Get Free Report) 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. Walt Disney had a return on equity of 8.90% and a net margin of 12.80%.The company had revenue of $25.98 billion during the quarter, compared to analyst estimates of $25.54 billion. During the same quarter last year, the firm earned $1.40 EPS. The business's revenue was up 5.2% on a year-over-year basis. On average, analysts anticipate that The Walt Disney Company will post 5.47 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Walt Disney

Several institutional investors have recently modified their holdings of DIS. Varma Mutual Pension Insurance Co increased its position in shares of Walt Disney by 8.8% during the 3rd quarter. Varma Mutual Pension Insurance Co now owns 284,894 shares of the entertainment giant's stock valued at $32,620,000 after purchasing an additional 23,100 shares during the period. Sterling Investment Counsel LLC lifted its holdings in shares of Walt Disney by 130.5% in the third quarter. Sterling Investment Counsel LLC now owns 13,590 shares of the entertainment giant's stock valued at $1,556,000 after buying an additional 7,695 shares during the period. SVB Wealth LLC bought a new position in Walt Disney during the second quarter valued at about $1,352,000. Baron Silver Stevens Financial Advisors LLC grew its holdings in Walt Disney by 244.6% during the third quarter. Baron Silver Stevens Financial Advisors LLC now owns 10,365 shares of the entertainment giant's stock worth $1,187,000 after acquiring an additional 7,357 shares during the period. Finally, Rakuten Investment Management Inc. bought a new stake in Walt Disney in the third quarter worth about $21,177,000. Institutional investors 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: New NFL rights and sports positioning could lift advertising and subscriber engagement for Disney’s linear and streaming sports offerings, strengthening a high-margin segment of the business. Walt Disney Stock Looks Cheap. But Is It a Buy?
• Positive Sentiment: Leadership clarity at the Parks & Experiences unit — Thomas Mazloum named Chairman of Disney Experiences — reduces near-term execution risk as Josh D’Amaro moves to CEO, supporting park expansion projects and operations. Disney Names Thomas Mazloum As New Head Of Experiences
• Neutral Sentiment: The company scheduled its annual shareholders’ meeting webcast for March 18 — a routine governance event that may include forward-looking commentary but is unlikely to move the stock materially by itself. The Walt Disney Company to Webcast Its Annual Meeting of Shareholders
• Neutral Sentiment: Marketing and park-product news (Winnie the Pooh 100th anniversary merchandise, new 2026 rides and retail items) support guest spending and brand engagement, but these are incremental and more relevant to operations than to near-term stock moves. Disney Teases Winnie the Pooh 100th Anniversary Merchandise With a Look at the Past
• Negative Sentiment: Industry disruption: YouTube’s ad revenue now exceeds Disney’s major media peers (and in some reports surpasses them combined), signaling secular pressure on Disney’s ad business and pricing power. That competitive shift is a key investor concern. YouTube now generates more ad revenue than Disney, NBC, Paramount, and WBD — combined
• Negative Sentiment: Investor sentiment remains stressed: Disney is among the most-shorted Dow stocks and faces an articulated contrarian bear case focused on ad headwinds, valuation risks and execution challenges, which can amplify downside volatility. Disney (DIS) Is One of the Most Shorted Dow Stocks: The Contrarian Bear Case

Wall Street Analyst Weigh In

DIS has been the topic of several research analyst reports. Jefferies Financial Group reduced their price objective on Walt Disney from $136.00 to $132.00 and set a "buy" rating on the stock in a research note on Tuesday, February 3rd. Evercore raised their price target on shares of Walt Disney from $140.00 to $142.00 and gave the stock an "outperform" rating in a research report on Friday, November 14th. Sanford C. Bernstein reaffirmed an "outperform" rating on shares of Walt Disney in a research report on Wednesday, November 12th. UBS Group reiterated a "mixed" rating on shares of Walt Disney in a research note on Monday, February 2nd. Finally, KeyCorp reissued a "sector weight" rating on shares of Walt Disney in a report on Friday, November 14th. Seventeen 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.com, Walt Disney has a consensus 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.