DIS Ticker Curator

Adeia's Q4 earnings beat stems from its transformative long-term Disney license deal signed December 2025, resolving litigation and unlocking a major revenue stream for Adeia.

Shareholder activism heats up as a proposal demands Disney prepare a public report assessing business, reputational, and legal risks from recent changes to its Disability policy. Key governance watch for DIS investors.

Disney's latest Q4 & FY 2025 Earnings Update urges investors to review SEC filings for detailed risk factors and warns against relying on forward-looking statements.

Key metrics for income investors:

• Yield: 1.43% on $1.50 annual dividend
• Next payout: $0.75 on Jul 22, ex-date Jun 30, 2026
• Payout ratio: 22.06%...

Key operational enhancements for Disney World's Smugglers Run attraction start May 22, 2026:

• New Mandalorian mission with Din Djarin and Grogu...

Disney posted the largest MoM gain in Nielsen Jan 2026 data, surging +1.2 pts to 11.9% of total TV viewing – nearly matching its 12% record and just...

Key bullish move from institutions:

• Intech Investment Management boosted holdings 48.8% in Q3, adding 61,028 shares to own 185,977 worth $21.3M
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• Cross-platform content swap: Disney+ adds ITV titles; ITVX features The Bear, Andor, Only Murders, Kardashians
• New expansion: Hulu originals The...

Q1 Earnings Highlights

• 🔥 Revenue Growth: Revenues increased 5% for the quarter to $26.0 billion from $24.7 billion in Q1 fiscal 2025.
• 🔥 EPS...

• Strong Q1 Start: Revenues rose 5% to $26.0B from $24.7B prior year
• CFO Spotlight: Hugh Johnston in Q&A at Morgan Stanley conf, March 2 at 4:05...

Analysts bullish on DIS: Target price >20% above current share price with high agreement.

• Consensus targets: DIS at $135.80 vs Apple's $293.41 (just...

Strategic moves signal parks revenue upside:

• OpenAI partnership enables AI content for franchises like Star Wars/Marvel/Pixar, testing ideas at...

• Short interest fell 5.3% as percent of float
• Institutional ownership stable at 65.71%, 2259 buyers ($32.79B inflows) outpace 2182 sellers...

Investment podcast 'A New Wonderful World for Disney?' discusses Disney’s new CEO amid broader market topics like NVIDIA, SpaceX, and February stock returns – key leadership shift for DIS investors.