The Walt Disney Company operates as an entertainment company worldwide. It operates through three segments: Entertainment, Sports, and Experiences. The company produces and distributes film and television video streaming content under the ABC Television Network, Disney, Freeform, FX, Fox, National Geographic, and Star brand television channels, as well as ABC television stations and A+E television networks; and produces original content under the ABC Signature, Disney Branded Television, FX Productions, Lucasfilm, Marvel, National Geographic Studios, Pixar, Searchlight Pictures, Twentieth Century Studios, 20th Television, and Walt Disney Pictures banners. It also offers direct-to-consumer streaming services through Disney+, Disney+ Hotstar, Hulu, and Star+; sports-related entertainment services through ESPN, ESPN on ABC, ESPN+ DTC, and Star; sale/licensing of film and episodic content to third-party television and VOD services; theatrical, home entertainment, and music distribution services; DVD and Blu-ray discs, electronic home video licenses, and VOD rental services; staging and licensing of live entertainment events; and post-production services. In addition, the company operates theme parks and resorts comprising Walt Disney World Resort, Disneyland Resort, Disneyland Paris, Hong Kong Disneyland Resort, Shanghai Disney Resort, Disney Cruise Line, Disney Vacation Club, National Geographic Expeditions, and Adventures by Disney, as well as Aulani, a Disney resort and spa in Hawaii. It also licenses its intellectual property to a third party for operations of the Tokyo Disney Resort; licenses trade names, characters, visual, literary, and other IP for use on merchandise, published materials, and games; operates a direct-to-home satellite distribution platform; sells branded merchandise through retail, online, and wholesale businesses; and develops and publishes books, comic books, and magazines. The company was founded in 1923 and is based in Burbank, California.

Walt Disney Company (The)

Key Points
After raising the payout in December last year, Disney's dividend totals $1 per share.
If free cash flow continues rising in the years ahead, it wouldn't be surprising to see the dividend increase as well.
Investors should be aware of the risk that a recession poses.
With its unmatched portfolio of intellectual property, Walt Disney (NYSE: DIS) is a household name in the world of media and entertainment. That deep roster of characters, franchises, and storylines has boosted the company's financial performance recently, giving it the resources to return capital to shareholders.
After pausing the dividend in 2020 due to the onset of the COVID-19 pandemic, the business started resuming payments in early 2024. Income investors might have their eyes on the stock these days. Here's how many shares of Disney you should own to get $1,000 in yearly dividends.
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Operating from a position of strength
If investors want to make $1,000 in annual dividend income from a stake in Disney, they'd need to own exactly 1,000 shares. In December of last year, the company's board of directors approved a $1-per-share cash dividend payout for fiscal 2025. That figure was up 33% from a $0.75 per-share dividend in fiscal 2024. It's worth mentioning that Disney divides its yearly dividend into two semiannual payouts, not quarterly like many other businesses do.
During the latest fiscal quarter (Q3 2025, ended June 28), Disney's free cash flow soared 53% year over year. If the company's robust fundamental performance continues, investors can likely expect future dividend increases.
Be mindful of risks
No one will predict a disruptive pandemic happening again that could force the business to halt its dividend. However, investors should still be aware of any risks that could arise and force Disney's management to conserve cash.
There's no denying that a recession would negatively impact sales and earnings. When times get tough, consumers will be less inclined to visit a Disney theme park or take a cruise. In this situation, the leadership team could choose to cut or suspend the dividend.
However, the company's strong financial performance gives investors a reason to be confident right now.
Should you invest $1,000 in Walt Disney right now?
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Here's How Many Shares of Disney You Should Own to Get $1,000 in Yearly Dividends

Netflix’s NFLX Asia-Pacific (APAC) region has become its strongest growth engine, consistently outpacing other markets over the past three quarters. In the second quarter of 2025, APAC revenues increased 24.1% year over year — the highest among all regions — compared to 14.7% growth in the United States & Canada and 18% in EMEA. Subscriber numbers continue climbing; the region now accounts for about 57.5 million members, making APAC a pivotal pillar in the company’s global expansion.
Netflix’s “local for local” content strategy plays a crucial role. By investing in culturally resonant originals across key markets like Korea, India, Japan, Thailand and Southeast Asia, the company is winning over audiences with stories that connect deeply with local preferences. The growing adoption of its ad-supported tier, particularly in price-sensitive APAC regions, adds a high-margin revenue stream, while favorable currency trends have modestly boosted international revenues. Upcoming releases such as Genie, Make a Wish (South Korea), Inspector Zende (India) and Romantics Anonymous (Japan) further strengthen its regional slate, reinforcing Netflix’s commitment to dominating APAC streaming growth.
APAC’s growth potential remains convincing, backed by a robust market outlook. The region’s video streaming market is expected to grow at a 22.6% CAGR through 2030. Valued at $62.27 billion in 2022, the OTT sector is set for rapid expansion through 2028, driven by affordable data plans, rising internet penetration and an expanding middle class. India stands out as the company’s fastest-growing market, poised to deliver the highest CAGR among all regions in the coming years.
With international regions contributing over half of total revenues and APAC emerging as a key driver, Netflix’s projected 2025 revenues of $45 billion reflect strong investor confidence. Continued investment in local content and ad-supported plans indicates that this momentum is not over yet.
How Rivals Stack Up Against NFLX in the APAC Region
Amazon (Prime Video) and Disney (Disney+) are intensifying their battle with Netflix in the APAC region, leveraging their strengths while addressing weaknesses to sharpen their competitive edge.
Amazon AMZN leverages its powerful e-commerce ecosystem to grow Prime Video across APAC, offering multilingual access and live sports rights that strengthen appeal. Amazon also benefits from Prime’s global scale, making Prime Video widely available in Asian markets with competitive pricing. Yet, Amazon faces a challenge in APAC, where audiences favor locally resonant storytelling. Without deeper investment in regional originals, Prime Video risks losing ground to Netflix and faster-moving regional rivals.
Disney DIS leverages its powerful franchises — Marvel, Star Wars and Pixar — to draw families across APAC, supported by competitive pricing and bundles like Hotstar in India that often undercut Netflix. Disney’s localization efforts, including IPL cricket and regional films, have fueled strong subscriber growth, sometimes surpassing Netflix in key markets. However, a heavy focus on family content and reliance on a few blockbuster franchises risks limiting broader appeal. To sustain its APAC edge, Disney+ must diversify into edgier, locally relevant originals.
NFLX’s Price Performance, Valuation & Estimates
Shares of Netflix have gained 36% year to date compared with the Zacks Broadcast Radio and Television industry’s return of 27.4%.
NFLX’s YTD Price Performance
Image Source: Zacks Investment Research
Netflix trades at a premium with a forward 12-month P/S ratio of 10.59 compared to the broader Zacks Broadcast Radio and Television industry's forward earnings multiple of 5.03. NFLX carries a Value Score of F.
NFLX’s Valuation
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for NFLX’s 2025 revenues is pegged at $45.03 billion, reflecting 15.47% year-over-year growth. The consensus mark for earnings is pegged at $26.06 per share, unchanged over the past 30 days and up 2.9% over the past 60 days. This indicates a 31.42% increase from the previous year.
Image Source: Zacks Investment Research
NFLX stock currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
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Netflix's APAC Focus Boosts Prospects: Will the Momentum Continue?

Investors might want to bet on Walt Disney (DIS), as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.
A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.
The power of a changing earnings picture in determining near-term stock price movements makes the Zacks rating system highly useful for individual investors, since it can be difficult to make decisions based on rating upgrades by Wall Street analysts. These are mostly driven by subjective factors that are hard to see and measure in real time.
As such, the Zacks rating upgrade for Disney is essentially a positive comment on its earnings outlook that could have a favorable impact on its stock price.
Most Powerful Force Impacting Stock Prices
The change in a company's future earnings potential, as reflected in earnings estimate revisions, has proven to be strongly correlated with the near-term price movement of its stock. The influence of institutional investors has a partial contribution to this relationship, as these big professionals use earnings and earnings estimates to calculate the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their transaction of large amounts of shares then leads to price movement for the stock.
For Disney, rising earnings estimates and the consequent rating upgrade fundamentally mean an improvement in the company's underlying business. And investors' appreciation of this improving business trend should push the stock higher.
Harnessing the Power of Earnings Estimate Revisions
As empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, tracking such revisions for making an investment decision could be truly rewarding. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.
The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .
Earnings Estimate Revisions for Disney
For the fiscal year ending September 2025, this entertainment company is expected to earn $5.85 per share, which is unchanged compared with the year-ago reported number.
Analysts have been steadily raising their estimates for Disney. Over the past three months, the Zacks Consensus Estimate for the company has increased 2%.
Bottom Line
Unlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.
The upgrade of Disney to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.
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Disney (DIS) Upgraded to Buy: Here's Why

For Immediate Release
Chicago, IL – August 20, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Netflix Inc. NFLX and The Walt Disney Co. DIS.
Here are highlights from Tuesday’s Analyst Blog:
Buy 2 Streaming Content Giants Amid Solid Earnings Estimate Revisions
Streaming content is an audio or video file on the Internet that can be played without being fully downloaded, significantly reducing wait times for online content, depending on the Internet connection speed. The content creation layer forms the foundation of the streaming ecosystem that typically comprises four categories: film and TV studios, live media producers, game publishers and developers and user-generated content.
The push for exclusivity on subscription video-on-demand and music platforms has intensified the content wars, forcing streaming firms to spend exorbitant amounts on content creation. As exclusive content remains a key differentiator with evolving competition from the metaverse and immersive digital storytelling, companies are increasingly vying for market share by offering compelling content libraries, unique features and competitive pricing.
Here we recommend two streaming content behemoths that have declared strong earnings results in their last reported quarter. Impressive subscriber additions and solid guidance have resulted in positive estimate revisions.
These companies are: Netflix Inc. and The Walt Disney Co. Each of our picks currently carries either a Zacks Rank #1 (Strong Buy) or 2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Netflix
Zacks Rank #1 Netflix reported second-quarter 2025 adjusted earnings of $7.19 per share, which beat the Zacks Consensus Estimate by 1.7%. The figure jumped 47.3% from the year-ago quarter. Revenues came in slightly above the company guidance at $11.07 billion, increasing 16% year over year, driven primarily by membership growth, higher subscription pricing and increased ad revenues. The figure missed the consensus mark by 0.06%.
The second-quarter content slate wrapped up on a high note as Squid Game S3 (122M views) became the company’s sixth biggest season of any series in just a few weeks of viewing. On April 1, NFLX launched its Ad Suite in the United States and ramped up this Ad Suite in international markets. The ad-supported offerings will enable management to witness impressive subscribers and ARPU (average revenue per user) growth.
Netflix uses AI, data science and machine language extensively to provide consumers with more appropriate and intuitive suggestions. Netflix's AI platform takes into account an individual’s viewing habits and hobbies and accordingly provides recommendations. AI applications enable NFLX to offer a high-quality streaming service at reduced bandwidths.
Solid Guidance
NFLX raised its full-year 2025 revenue forecast to $44.8-$45.2 billion from the previous range of $43.5-$44.5 billion. The increase in revenues stems from multiple growth drivers working in tandem. Member growth accelerated toward the end of the second quarter, exceeding internal forecasts, while NFLX’s advertising business continues to gain traction with expectations to roughly double ad revenues in 2025.
Attractive Estimate Revisions
For 2025, the Zacks Consensus Estimate currently shows revenues of $45.03 billion, suggesting an improvement of 15.5% year over year and earnings per share of $26.06, indicating an increase of 31.4% year over year. The Zacks Consensus Estimate for current-year earnings has improved 2.4% over the last 30 days.
For 2026, the Zacks Consensus Estimate currently shows revenues of $50.82 billion, suggesting an improvement of 12.8% year over year and earnings per share of $32.16, indicating an increase of 23.4% year over year. The Zacks Consensus Estimate for current-year earnings has improved 3.1% over the last 30 days.
The Walt Disney Co.
Zacks Rank #2 The Walt Disney reported third-quarter fiscal 2025 adjusted earnings of $1.61 per share, which beat the Zacks Consensus Estimate by 10.3% and increased 15.8% year over year. Revenues rose 2.1% year over year to $23.6 billion but missed the Zacks Consensus Estimate by 0.1%.
As of June 28, 2025, Disney+ had 127.8 million paid subscribers compared with 126 million as of March 29, 2025. Domestic Disney+ average monthly revenue per paid subscriber increased 0.4% sequentially to $8.09 as higher advertising revenues were offset by the impact of subscriber mix shifts.
International Disney+ (excluding Disney+ Hotstar) average monthly revenue per paid subscriber rose 2% sequentially to $7.67 due to increases in prices and subscriber mix shifts. Hulu SVOD Only average monthly revenue per paid subscriber increased 0.3% sequentially to $12.4, as higher advertising revenues were offset by the impact of subscriber mix shifts.
Strong Guidance
In the fourth quarter of fiscal 2025, Disney expects total Disney+ and Hulu subscriptions to increase by more than 10 million compared to third-quarter fiscal 2025, with the majority of the rise coming from Hulu as a result of an expanded Charter deal. For Disney+ subscribers specifically, the company anticipates a modest increase compared to third-quarter fiscal 2025 levels.
DIS provided comprehensive guidance for fiscal 2025, projecting adjusted earnings per share of $5.85, representing an 18% increase over fiscal 2024. For the Entertainment segment, the company expects Direct-to-Consumer operating income of $1.3 billion and double-digit percentage segment operating income growth overall. The Sports segment is projected to achieve 18% segment operating income growth, while the Experiences segment is expected to deliver 8% segment operating income growth.
This guidance reflects DIS’ expectations as management continues to execute on its strategic priorities across streaming services, traditional entertainment, sports programming, and theme park experiences, while managing the integration costs and impacts from recent strategic transactions and business expansions.
Impressive Estimate Revisions
For fiscal 2025 (ending September 2025), the Zacks Consensus Estimate currently shows revenues of $94.91 billion, suggesting an improvement of 3.9% year over year and earnings per share of $5.85, indicating an increase of 17.7% year over year. The Zacks Consensus Estimate for current-year earnings has improved 1.2% over the last 30 days.
For fiscal 2026 (ending September 2026), the Zacks Consensus Estimate currently shows revenues of $101 billion, suggesting an improvement of 6.4% year over year and earnings per share of $6.47, indicating an increase of 10.6% year over year. The Zacks Consensus Estimate for current-year earnings has improved 1.9% over the last 30 days.
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
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The Zacks Analyst Blog Highlights Netflix and Disney

The Business of Vice: UFC, Sports Gambling, and Tobacco's Comeback

Making Sense of Market Hyperbole

Streaming content is an audio or video file on the Internet that can be played without being fully downloaded, significantly reducing wait times for online content, depending on the Internet connection speed. The content creation layer forms the foundation of the streaming ecosystem that typically comprises four categories: film and TV studios, live media producers, game publishers and developers and user-generated content.
The push for exclusivity on subscription video-on-demand and music platforms has intensified the content wars, forcing streaming firms to spend exorbitant amounts on content creation. As exclusive content remains a key differentiator with evolving competition from the metaverse and immersive digital storytelling, companies are increasingly vying for market share by offering compelling content libraries, unique features and competitive pricing.
Here we recommend two streaming content behemoths that have declared strong earnings results in their last reported quarter. Impressive subscriber additions and solid guidance have resulted in positive estimate revisions.
These companies are: Netflix Inc. NFLX and The Walt Disney Co. DIS. Each of our picks currently carries either a Zacks Rank #1 (Strong Buy) or 2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The chart below shows the price performance of our two picks in the past three months.
Image Source: Zacks Investment Research
Netflix Inc.
Zacks Rank #1 Netflix reported second-quarter 2025 adjusted earnings of $7.19 per share, which beat the Zacks Consensus Estimate by 1.7%. The figure jumped 47.3% from the year-ago quarter. Revenues came in slightly above the company guidance at $11.07 billion, increasing 16% year over year, driven primarily by membership growth, higher subscription pricing and increased ad revenues. The figure missed the consensus mark by 0.06%.
The second-quarter content slate wrapped up on a high note as Squid Game S3 (122M views) became the company’s sixth biggest season of any series in just a few weeks of viewing. On April 1, NFLX launched its Ad Suite in the United States and ramped up this Ad Suite in international markets. The ad-supported offerings will enable management to witness impressive subscribers and ARPU (average revenue per user) growth.
Netflix uses AI, data science and machine language extensively to provide consumers with more appropriate and intuitive suggestions. Netflix's AI platform takes into account an individual’s viewing habits and hobbies and accordingly provides recommendations. AI applications enable NFLX to offer a high-quality streaming service at reduced bandwidths.
Solid Guidance
NFLX raised its full-year 2025 revenue forecast to $44.8-$45.2 billion from the previous range of $43.5-$44.5 billion. The increase in revenues stems from multiple growth drivers working in tandem. Member growth accelerated toward the end of the second quarter, exceeding internal forecasts, while NFLX’s advertising business continues to gain traction with expectations to roughly double ad revenues in 2025.
Attractive Estimate Revisions
For 2025, the Zacks Consensus Estimate currently shows revenues of $45.03 billion, suggesting an improvement of 15.5% year over year and earnings per share of $26.06, indicating an increase of 31.4% year over year. The Zacks Consensus Estimate for current-year earnings has improved 2.4% over the last 30 days.
For 2026, the Zacks Consensus Estimate currently shows revenues of $50.82 billion, suggesting an improvement of 12.8% year over year and earnings per share of $32.16, indicating an increase of 23.4% year over year. The Zacks Consensus Estimate for current-year earnings has improved 3.1% over the last 30 days.
Image Source: Zacks Investment Research
The Walt Disney Co.
Zacks Rank #2 The Walt Disney reported third-quarter fiscal 2025 adjusted earnings of $1.61 per share, which beat the Zacks Consensus Estimate by 10.3% and increased 15.8% year over year. Revenues rose 2.1% year over year to $23.6 billion but missed the Zacks Consensus Estimate by 0.1%.
As of June 28, 2025, Disney+ had 127.8 million paid subscribers compared with 126 million as of March 29, 2025. Domestic Disney+ average monthly revenue per paid subscriber increased 0.4% sequentially to $8.09 as higher advertising revenues were offset by the impact of subscriber mix shifts.
International Disney+ (excluding Disney+ Hotstar) average monthly revenue per paid subscriber rose 2% sequentially to $7.67 due to increases in prices and subscriber mix shifts. Hulu SVOD Only average monthly revenue per paid subscriber increased 0.3% sequentially to $12.4, as higher advertising revenues were offset by the impact of subscriber mix shifts.
Strong Guidance
In the fourth quarter of fiscal 2025, Disney expects total Disney+ and Hulu subscriptions to increase by more than 10 million compared to third-quarter fiscal 2025, with the majority of the rise coming from Hulu as a result of an expanded Charter deal. For Disney+ subscribers specifically, the company anticipates a modest increase compared to third-quarter fiscal 2025 levels.
DIS provided comprehensive guidance for fiscal 2025, projecting adjusted earnings per share of $5.85, representing an 18% increase over fiscal 2024. For the Entertainment segment, the company expects Direct-to-Consumer operating income of $1.3 billion and double-digit percentage segment operating income growth overall. The Sports segment is projected to achieve 18% segment operating income growth, while the Experiences segment is expected to deliver 8% segment operating income growth.
This guidance reflects DIS’ expectations as management continues to execute on its strategic priorities across streaming services, traditional entertainment, sports programming, and theme park experiences, while managing the integration costs and impacts from recent strategic transactions and business expansions.
Impressive Estimate Revisions
For fiscal 2025 (ending September 2025), the Zacks Consensus Estimate currently shows revenues of $94.91 billion, suggesting an improvement of 3.9% year over year and earnings per share of $5.85, indicating an increase of 17.7% year over year. The Zacks Consensus Estimate for current-year earnings has improved 1.2% over the last 30 days.
For fiscal 2026 (ending September 2026), the Zacks Consensus Estimate currently shows revenues of $101 billion, suggesting an improvement of 6.4% year over year and earnings per share of $6.47, indicating an increase of 10.6% year over year. The Zacks Consensus Estimate for current-year earnings has improved 1.9% over the last 30 days.
Image Source: Zacks Investment Research
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Buy 2 Streaming Content Giants Amid Solid Earnings Estimate Revisions

Predicting the Next Rule Breaker Buyout

At Holdings Channel, we have reviewed the latest batch of the 33 most recent 13F filings for the 06/30/2025 reporting period, and noticed that Walt Disney Co. (Symbol: DIS) was held by 18 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.
Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.
Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in DIS positions, for this latest batch of 13F filers:
In terms of shares owned, we count 6 of the above funds having increased existing DIS positions from 03/31/2025 to 06/30/2025, with 8 having decreased their positions and 3 new positions. Worth noting is that Goodman Advisory Group LLC, included in this recent batch of 13F filers, exited DIS common stock as of 06/30/2025.
Looking beyond these particular funds in this one batch of most recent filers, we tallied up the DIS share count in the aggregate among all of the funds which held DIS at the 06/30/2025 reporting period (out of the 7,926 we looked at in total). We then compared that number to the sum total of DIS shares those same funds held back at the 03/31/2025 period, to see how the aggregate share count held by hedge funds has moved for DIS. We found that between these two periods, funds increased their holdings by 79,762,060 shares in the aggregate, from 1,256,451,409 up to 1,336,213,469 for a share count increase of approximately 6.35%. The overall top three funds holding DIS on 06/30/2025 were:
We'll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like Walt Disney Co. (Symbol: DIS).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

See Which Of The Latest 13F Filers Holds DIS

Key Points
Nextdoor trades for under $2 per share and is a cash-rich company with lots of potential.
FuboTV’s partnership with Disney could give it long-term upside potential.
Both are rather speculative stocks at this point, so don’t invest money you can’t afford to lose.
Let's clarify one important point first. Most stocks that trade for under $5 per share should be avoided. Period.
For one thing, most solid businesses don't start out trading for such a low share price. Therefore, stocks trading for $5 or less are typically there for a reason. Some are losing money with no end in sight, and others have serious problems with things like cash flow, competitive advantages, and more.
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Having said that, there are a few exceptions. If I were to put money into two sub-$5 stocks in August, here's what they would be. In fact, I already own one of them in my own portfolio.
An overlooked social media stock
Nextdoor (NYSE: NXDR) is an overlooked social media stock that looks incredibly cheap. There are reasons it's cheap -- specifically because the company has yet to achieve profitability, and its growth has been sluggish. In the most recent quarter, Nextdoor's user base grew by 1% year over year and revenue climbed by just 3%, and the company posted a loss, even on an adjusted EBITDA basis.
However, management is making big moves. Founder Nirav Tolia rejoined the company as CEO last year and has been leading the charge to a leaner operation and a more engaging platform. On the former, Nextdoor recently announced a restructuring plan that is expected to trim operating expenses by $30 million annually. This alone would be enough to achieve adjusted EBITDA profitability, and that's exactly what management expects for the full year 2026.
Furthermore, the platform itself has received a major overhaul (just released in July), designed to boost engagement, and therefore lead to better monetization.
To be sure, it could be a while until a clear path to sustainable profit growth emerges. But Nextdoor is a cash-rich business, with $413 million in cash and short-term investments and no debt whatsoever. With a $714 million market cap, this means that the market is valuing Nextdoor's business at about $300 million. The risk-reward dynamics make a lot of sense here.
A valuable partnership that could produce long-term growth
A year ago, I never would have written favorably about FuboTV (NYSE: FUBO) as an investment, but that all changed in January when the company agreed to merge with Hulu, which is a fully owned subsidiary of Disney (NYSE: DIS).
There's a lot to like from an investor's perspective. Hulu will more than triple FuboTV's subscriber base once the deal is finalized, and there are some major advantages that should come with it, including the ability to provide a much larger assortment of content (remember, FuboTV has historically been focused on sports programming).
Financially, FuboTV will receive a $220 million cash infusion, which should bolster its balance sheet. Currently, the company has $284 million in cash and about $340 million in long-term debt, so this would result in a net cash position. Even if the deal falls through, FuboTV gets a $130 million termination fee. Sure, Disney will own 70% of FuboTV stock after the deal, but 30% of a rock-solid streaming service can still be a valuable business and could potentially be worth much more than the current $1.2 billion market cap if the partnership results in profitability.
Recent results from FuboTV have been encouraging. Its latest numbers show revenue and subscriber numbers that are handily better than the company's guidance, and the net loss has been cut in half year-over-year.
Both are rather speculative
In the interest of full transparency, I own Nextdoor in my portfolio (but a relatively small position) and it is my higher-conviction stock of the two. The company's cash stockpile gives it plenty of runway to figure it out, and its founder-CEO is making some interesting moves.
However, both are rather speculative investments at this point. There's no guarantee that Nextdoor's efforts to revamp its platform will produce sustained revenue growth, and there's no guarantee that FuboTV's partnership with Disney will do the same. Both have lots of upside potential if things go well, but it's wise to limit your position size and only invest with money you could afford to lose if things don't go well.
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Matt Frankel has positions in Nextdoor and Walt Disney. The Motley Fool has positions in and recommends Walt Disney and fuboTV. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Indicator	TTM Median
P/E	29.93 15.04
Price/Sales	1.82 0.99
P/B	1.59 1.44
P/FCF	20.04 11.54

Indicator	TTM Median
ROE	5.33 13.09
ROA	2.86 4.76
ROI	3.89 6.69
Net Worth	167.57 0.77
Quick Ratio	0.62 0.94
Current Ratio	0.68 1.25

Indicator	TTM Median
Net Profit Margin	6.07 9.66
Operating Margin	10.07 14.22
Gross Margin	36.74 54.08
Return on tangible equity	27.01 25.55

Indicator	TTM Median
EPS	1.45 0.25
EPS Forecast	1.18 0.22
Revenue	24.69B 89.00M
Gross Profit	9.28B —
EBITDA	5.21B —

Walt Disney Company (The)

Fundamental DIS

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