Dec 31, 2025 • Good Morning America
SOMEWHAT-BULLISH
How to save on a Walt Disney World vacation in 2026
Walt Disney World is offering various savings for guests planning a 2026 vacation. Deals include discounts on resort stays, special ticket pricing for Disney+ subscribers, and free dining plans for kids. Military families can also access discounted tickets and cruise credits in honor of America's 250th birthday.
Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
Shilanski & Associates Inc. Buys Shares of 18,873 The Walt Disney Company $DIS
Shilanski & Associates Inc. has acquired a new stake of 18,873 shares in The Walt Disney Company, valued at approximately $2.16 million, according to its latest SEC filing. This acquisition contributes to the roughly 65.71% of Disney stock already owned by hedge funds and institutional investors. Disney's strategic moves include integrating Hulu into Disney+ by 2026 to streamline offerings and improve monetization, while analysts maintain a "Moderate Buy" rating with an average price target of $134.41.
Dec 31, 2025 • MarketBeat
NEUTRAL
Diversified Trust Co Cuts Stake in The Walt Disney Company $DIS
Diversified Trust Co reduced its holdings in The Walt Disney Company by 18.2% in the third quarter of 2025, selling 5,736 shares and bringing its total ownership to 25,853 shares worth $2.96 million. Other institutional investors made minor adjustments to their Disney holdings, while the company faces mixed sentiment due to the Hulu integration, strong park performance, stagnant streaming viewership, and a $10 million child privacy settlement. Walt Disney recently announced a $0.75 per share dividend, and analysts maintain a "Moderate Buy" rating with a consensus target price of $134.41.
Dec 31, 2025 • AD HOC NEWS
NEUTRAL
The Truth About News Corp Class B (NWS): Smart Money Play or Clout Trap?
This article analyzes News Corp Class B (NWS) as a potential investment, exploring whether it's a smart long-term play or an overrated stock. It delves into NWS's business mix beyond traditional media, its financial stability, and how it stacks up against competitors like The New York Times Company and Disney. The piece concludes that while NWS lacks viral appeal, its diverse assets and cash-generating capacity make it an attractive option for value-focused, long-term investors.
Dec 31, 2025 • TheStreet
SOMEWHAT-BEARISH
Struggling Disney World rival faces alarming problem
Six Flags Entertainment Corp. is facing multiple class-action lawsuits alleging securities fraud due to misleading merger disclosures and subsequent stock performance. The lawsuits claim investors were not adequately informed about operational weaknesses and capital requirements before the merger with Cedar Fair. This comes as Six Flags, a major U.S. theme park rival to Disney, is already navigating a challenging economic environment for the theme park industry.
Dec 31, 2025 • Deadline
SOMEWHAT-BEARISH
DOJ Reaffirms Disney’s $10M Payment To Settle Privacy Allegations Over Labelling Of Children’s Videos On YouTube
The U.S. Department of Justice has reaffirmed The Walt Disney Co.'s $10 million settlement over allegations concerning the improper labeling of children-focused videos on YouTube. This settlement, initially disclosed by the Federal Trade Commission in September, addresses violations of the Children’s Online Privacy Protection Act (COPPA). Disney allegedly failed to label videos as "Made for Kids," leading to data collection from children under 13 without parental consent.