Discover Which Recent 13F Filers Own DIS
Recent 13F Filings: Walt Disney Co. (DIS) was held by 18 hedge funds in the latest 13F filings for the period ending June 30, 2025, indicating a potential trend among fund managers.
Position Changes: Among these funds, 6 increased their DIS positions, 8 decreased them, and 3 established new positions, while Goodman Advisory Group LLC exited its DIS holdings.
Aggregate Share Count: The total shares of DIS held by all funds increased by approximately 6.35%, from 1,256,451,409 to 1,336,213,469 shares between March 31, 2025, and June 30, 2025.
Importance of Group Analysis: Analyzing groups of 13F filings can provide more insightful information than individual filings, revealing trends and stock ideas worth further research.
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- Strong Earnings but Tepid Market Reaction: Disney reported $26 billion in revenue and adjusted EPS of $1.63, surpassing analyst expectations; however, the stock fell over 7% due to a lukewarm Q2 forecast and a negative $2.28 billion in free cash flow.
- Leadership Changes Raise Questions: The appointment of Josh D’Amaro as CEO and Dana Walden as President and Chief Creative Officer aims to centralize creative authority and revitalize the content engine, though market reactions have been mixed regarding this strategic shift.
- Streaming Business Shows Significant Growth: The streaming segment's operating income grew 72% year-over-year, indicating a positive inflection point, yet the ongoing decline of linear networks poses challenges, highlighting the dual nature of opportunities and risks in the company's transformation.
- Future Outlook and Shareholder Returns: Despite short-term headwinds, Disney reaffirmed its double-digit adjusted EPS growth target for FY2026 and plans to return approximately $9.7 billion to shareholders through $7 billion in stock buybacks and $2.7 billion in dividends, reflecting confidence in its long-term strategy.

- Disney's SEC Filing: Disney has filed a pricing term sheet for a four-part notes offering amounting to $4 billion.
- Purpose of the Offering: The funds raised from this offering are likely intended to support various corporate initiatives and financial strategies.
Shift in Popularity: Kids and adults are increasingly engaging with Magic: The Gathering and Dungeons & Dragons, indicating a shift in play preferences.
Impact on Companies: This trend is beneficial for Hasbro, the owner of these games, while posing challenges for Mattel, which owns Barbie and Hot Wheels.
- Historical Investment Returns: Since going public in 2002 at $15 per share, Netflix's stock has soared to over $11,000, showcasing the wealth generation potential for early investors and reflecting the company's strong performance in the streaming industry.
- New Business Expansion: Netflix plans to open a new experience venue in Las Vegas in 2027, leveraging its intellectual property to create real-world experiences aimed at attracting more consumers and enhancing brand influence, although financial results for this segment have yet to be disclosed.
- Podcast Market Opportunities: Netflix's podcast business generated $1.5 billion in revenue in 2025, with potential for further market expansion through new user acquisition and advertising revenue, especially when compared to YouTube's user base.
- Acquisition and Innovation: Despite facing pressure from an $82 billion acquisition of Warner Bros and pausing stock buybacks to raise capital, Netflix's innovations in experiences and podcasting indicate that the company still possesses long-term growth potential, which could create new millionaires for investors in 2026.
- Visitor Decline: In 2025, Canadian travelers to the U.S. dropped by 22%, totaling 4 million fewer visitors, contributing to a 5.4% decline in overall foreign travel, highlighting the significant impact of political factors on tourism.
- Changing Travel Preferences: Christine Fiorelli from Fairytale Dreams & Destinations noted a 30% shift in clients opting for Disneyland Paris instead of U.S. Disney parks, reflecting a boycott sentiment despite ongoing affection for Disney.
- Uncertain Market Outlook: While Canada was the top source of visitors to Orlando in 2024 with a record 1.2 million, Visit Orlando has not released 2025 figures, and the upcoming World Cup may influence future travel patterns, yet a 6% drop in foreign visitors is still anticipated.
- Tourism Industry Impact: Bookings for U.S. national parks have plummeted by 42%, with Canadian bookings down 93%, indicating a significant decline in international interest in the U.S., adversely affecting related travel businesses.
- Iger's Tenure Review: Bob Iger's leadership at Disney saw the company's market cap soar from $56 billion to over $230 billion, and despite challenges in his second term, he implemented $5.5 billion in cost cuts to stabilize the company and achieve streaming profitability, highlighting his contributions to corporate stability.
- New CEO Appointment: Josh D'Amaro has been appointed as the new CEO, succeeding Iger who will retire in March 2026, while Dana Walden has been promoted to Chief Creative Officer, both receiving substantial contracts, indicating a strategic leadership transition at Disney.
- Chipotle's Declining Performance: Chipotle experienced a 3.2% drop in transactions in Q4, primarily due to reduced spending from consumers aged 25-35 and those earning under $100k, although revenue grew 5% year-over-year, operating margins fell to 14.1%, reflecting broader industry challenges.
- GLP-1 Market Competition: Novo Nordisk anticipates a 5-13% decline in sales and profits for 2026 due to expiring patents and market share loss, while Eli Lilly expects a 25% revenue increase, becoming the first pharma company to surpass a $1 trillion market cap, showcasing a stark contrast in their GLP-1 market performances.









