Disney Ownership

DIS Stock

USD 92.52 0.36 0.39%

Some institutional investors establish a significant position in stocks such as Disney in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Disney, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits. Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Walt Disney. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as various price indices.

Payment of Dividends and Other Cash Distributions is likely to drop to about (2.4 B) in 2023. Dividend Yield is likely to drop to 0.0131 in 2023. Disney Weighted Average Shares is comparatively stable at the moment as compared to the past year. Disney reported Weighted Average Shares of 1.57 Billion in 2022. Weighted Average Shares Diluted is likely to gain to about 1.8 B in 2023, whereas Issuance Purchase of Equity Shares is likely to drop (9.3 B) in 2023.

Disney holds a total of one billion eight hundred twenty-seven million two hundred ninety-nine thousand nine hundred sixty-eight outstanding shares. Over half of Walt Disney outstanding shares are owned by other corporate entities. These other corporate entities are typically referred to corporate investors that obtain positions in a given instrument to benefit from reduced trade commissions. Consequently, these institutional investors. class="underlinedLink" href="/invest/ratio/DIS/Shares-Owned-by-Institutions">institutions are subject to different rules and regulation than regular investors in Disney. Please watch out for any change in the institutional holdings of Walt Disney as this could mean something significant has changed or about to change at the company. Please note that no matter how much assets the company secures, if the real value of the firm is less than the current market value, you may not be able to make money on it.

Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.

Market Capitalization Enterprise Value

Disney Stock Ownership Analysis

About 65.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 1.81. Some equities with similar Price to Book (P/B) outperform the market in the long run. Walt Disney has Price/Earnings To Growth (PEG) ratio of 0.76. The entity last dividend was issued on the 13th of December 2019. The firm had 10000:9865 split on the 13th of June 2007. The Walt Disney Company, together with its subsidiaries, operates as an entertainment company worldwide. The Walt Disney Company was founded in 1923 and is based in Burbank, California. Disney operates under Entertainment And Broadcasting classification in the United States and is traded on New York Stock Exchange. To learn more about Walt Disney call Bob Iger at 818 560 1000 or check out https://www.thewaltdisneycompany.com.

Besides selling stocks to institutional investors. Disney also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Disney's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Disney's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Disney Quarterly Share Based Compensation

300 Million

Less than 1% of Walt Disney are currently held by insiders. Unlike Disney's institutional investors. corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Disney's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%.

Disney SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Disney prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Disney investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Walt Disney specific information freely available to individual and institutional investors.to make a timely investment decision.

	10th of May 2023 Financial Statements and Exhibits. Results of Operations and Financial Condition	View
	9th of February 2023 Unclassified Corporate Event	View

Disney Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Disney is soaring high without any particular reason? This is usually happening because many institutional investors.are aggressively trading Walt Disney backward and forwards among themselves. Disney's institutional investor refers to the entity that pools money to purchase Disney's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.

	Last Transaction	Type	Shares	Value
Vanguard Group Inc	2023-03-31	Common Shares	148.1 M	14.8 B
State Street Corp	2023-03-31	Common Shares	70.7 M	7.1 B
State Farm Mutual Automobile Insurance Co	2023-03-31	Common Shares	34 M	3.4 B
Wellington Management Group Llp	2023-03-31	Common Shares	12.8 M	1.3 B
Ubs Asset Management Americas Inc	2023-03-31	Common Shares	9 M	900.4 M
Wells Fargo Company	2023-03-31	Common Shares	7.9 M	786.7 M
Ubs Group Ag	2023-03-31	Common Shares	7.8 M	783.7 M
Swiss National Bank	2023-03-31	Common Shares	7.2 M	724.4 M
Sumitomo Mitsui Trust Holdings Inc	2023-03-31	Common Shares	6 M	603 M
Trian Fund Management Lp	2023-03-31	Common Shares	5.9 M	592.4 M
Susquehanna International Group Llp	2023-03-31	Common Shares	4.4 M	441.9 M

Note, although Disney's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Disney Outstanding Bonds

Disney issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Walt Disney uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Disney bonds can be classified according to their maturity, which is the date when Walt Disney has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

	WALT DISNEY CO Corp Bond US254687FK79	View
	WALT DISNEY CO Corp Bond US254687FL52	View
	WALT DISNEY CO Corp Bond US254687FM36	View
	WALT DISNEY CO Corp Bond US254687FN19	View
	WALT DISNEY CO Corp Bond US254687EH59	View
	WALT DISNEY CO Corp Bond US254687EB89	View
	WALT DISNEY CO Corp Bond US254687DZ66	View
	WALT DISNEY CO Corp Bond US254687FX90	View

View All Disney Corporate Bonds

Disney Investors Sentiment

The influence of Disney's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Disney. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.

Investor biases related to Disney's public news can be used to forecast risks associated with an investment in Disney. The trend in average sentiment can be used to explain how an investor holding Disney can time the market purely based on public headlines and social activities around Walt Disney. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.

Disney's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Disney's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average Disney's news discussions. The higher the estimated score, the more favorable is the investor's outlook on Disney.

Disney Implied Volatility

34.6

Disney's implied volatility exposes the market's sentiment of Walt Disney stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Disney's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Disney stock will not fluctuate a lot when Disney's options are near their expiration.

Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Disney in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Disney's short interest history, or implied volatility extrapolated from Disney options trading.

Pair Trading with Disney

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Disney position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Disney will appreciate offsetting losses from the drop in the long position's value.

Moving together with Disney Stock

	+	0.61	IQ	IQIYI Inc		Aggressive Push	Pair Corr
	+	0.68	SE	Sea		Fiscal Quarter End 30th of June 2023	Pair Corr

Moving against Disney Stock

	-	0.58	LYV	Live Nation Entertainment		Fiscal Quarter End 30th of June 2023	Pair Corr
	-	0.43	ZI	ZoomInfo Technologies		Sell-off Trend	Pair Corr

The ability to find closely correlated positions to Disney could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Disney when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Disney - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Walt Disney to buy it.

The correlation of Disney is a statistical measure of how it moves in relation to other equities. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Disney moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Walt Disney moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

Correlation analysis and pair trading evaluation for Disney can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.

Pair Correlation Correlation Matching

Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Walt Disney. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as various price indices. You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.

Complementary Tools for Disney Stock analysis

When running Disney's price analysis, check to measure Disney's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Disney is operating at the current time. Most of Disney's value examination focuses on studying past and present price action to predict the probability of Disney's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Disney's price. Additionally, you may evaluate how the addition of Disney to your portfolios can decrease your overall portfolio volatility.

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Is Disney's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Disney. If investors know Disney will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Disney listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.

Quarterly Earnings Growth

1.675

Earnings Share

2.2549

Revenue Per Share

47.648

Quarterly Revenue Growth

0.133

Return On Assets

0.0228

The market value of Walt Disney is measured differently than its book value, which is the value of Disney that is recorded on the company's balance sheet. Investors also form their own opinion of Disney's value that differs from its market value or its book value, called intrinsic value, which is Disney's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Disney's market value can be influenced by many factors that don't directly affect Disney's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.

Please note, there is a significant difference between Disney's value and its price as these two are different measures arrived at by different means. Investors typically determine if Disney is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Disney's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

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Disney Ownership

Disney Stock Ownership Analysis

Disney Quarterly Share Based Compensation

300 Million

Disney SEC Filings

Disney Stock Institutional Investors

Disney Outstanding Bonds

Disney Investors Sentiment

Disney Implied Volatility

Pair Trading with Disney

Moving together with Disney Stock

Moving against Disney Stock

Complementary Tools for Disney Stock analysis

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