The Walt Disney Company $DIS Shares Bought by Banco Santander S.A.

Banco Santander S.A. grew its position in The Walt Disney Company (NYSE:DIS) by 18.5% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 332,972 shares of the entertainment giant’s stock after acquiring an additional 51,909 shares during the quarter. Banco Santander S.A.’s holdings in Walt Disney were worth $38,125,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of DIS. Brighton Jones LLC raised its stake in shares of Walt Disney by 7.7% during the 4th quarter. Brighton Jones LLC now owns 26,767 shares of the entertainment giant’s stock worth $2,980,000 after buying an additional 1,904 shares in the last quarter. Sivia Capital Partners LLC grew its stake in Walt Disney by 31.9% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,470 shares of the entertainment giant’s stock valued at $678,000 after acquiring an additional 1,322 shares during the last quarter. Schnieders Capital Management LLC. grew its position in shares of Walt Disney by 16.2% in the second quarter. Schnieders Capital Management LLC. now owns 17,955 shares of the entertainment giant’s stock valued at $2,227,000 after purchasing an additional 2,503 shares during the last quarter. Bessemer Group Inc. grew its holdings in Walt Disney by 3.3% during the 2nd quarter. Bessemer Group Inc. now owns 54,846 shares of the entertainment giant’s stock valued at $6,802,000 after buying an additional 1,771 shares during the last quarter. Finally, Quaker Wealth Management LLC increased its position in Walt Disney by 201.7% during the 2nd quarter. Quaker Wealth Management LLC now owns 607 shares of the entertainment giant’s stock worth $75,000 after purchasing an additional 1,204 shares in the last quarter. 65.71% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Walt Disney

Here are the key news stories impacting Walt Disney this week:

• Positive Sentiment: New CEO focus — Variety profiles CEO Josh D’Amaro laying out priorities to use AI, revive Marvel and Star Wars storytelling, and refocus parks & product strategy; clearer leadership direction reduces strategic uncertainty if execution succeeds. Can New Disney CEO Josh D’Amaro Weather AI, Revitalize ‘Star Wars’ and Marvel and Save the Magic Kingdom?
• Positive Sentiment: AI and Florida expansion — Reporting shows a partnership with OpenAI to use AI in content creation and a peace agreement enabling large-scale Florida park expansion; these could lower content costs, accelerate IP output and add capacity/revenue at Walt Disney World. Disney’s AI Bet And Florida Expansion Reshape Parks And IP Story
• Positive Sentiment: Parks product rollouts boosting guest experience — New experiences (Olaf animatronic drawing classes, Goofy’s Mystery Tour tribute to cast members, and themed race/weekend activations) support attendance, per-guest spend and PR momentum for parks. Disney: New drawing classes will feature Olaf animatronic EXCLUSIVE: Goofy’s Mystery Tour Is a Celebration of Walt Disney World’s Cast Members and a Thank You For All the Magic They Create In Disney Parks Princess power takes over Walt Disney World Resort during half marathon weekend
• Neutral Sentiment: Communications chief exit — Kristina Schake will depart in March after a high-profile tenure; could cause short-term messaging noise during an active strategic shift but is not an operational shock. Disney Chief Communications Officer Kristina Schake Departing in March 2026
• Neutral Sentiment: Celebrity commentary — Opinion pieces (e.g., Seth MacFarlane) debating “regime change” and creative direction are noise rather than material catalysts for revenue or earnings. Seth MacFarlane Weighs In On Disney Regime Change And Silly Fears About Family Guy Being Mickey-fied
• Negative Sentiment: Relative underperformance — Analysis shows DIS trailing the S&P 500 over the past year, which could keep some investors cautious despite analyst bullishness; valuation and execution expectations remain the watch items. Is Walt Disney Stock Underperforming the S&P 500?

Walt Disney Stock Performance

NYSE:DIS opened at $105.55 on Friday. The firm has a 50-day moving average of $110.25 and a two-hundred day moving average of $111.46. The company has a debt-to-equity ratio of 0.31, a current ratio of 0.67 and a quick ratio of 0.61. The stock has a market cap of $186.98 billion, a P/E ratio of 15.52, a PEG ratio of 1.43 and a beta of 1.43. The Walt Disney Company has a 1-year low of $80.10 and a 1-year high of $124.69.

Walt Disney (NYSE:DIS) last posted its quarterly earnings results on Monday, February 2nd. The entertainment giant reported $1.63 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.57 by $0.06. Walt Disney had a net margin of 12.80% and a return on equity of 8.90%. The firm had revenue of $25.98 billion for the quarter, compared to analysts’ expectations of $25.54 billion. During the same period in the prior year, the company posted $1.40 earnings per share. The firm’s quarterly revenue was up 5.2% on a year-over-year basis. On average, research analysts expect that The Walt Disney Company will post 5.47 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several brokerages have weighed in on DIS. Guggenheim reiterated a “buy” rating and issued a $140.00 price target on shares of Walt Disney in a report on Tuesday, February 3rd. Weiss Ratings cut Walt Disney from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, February 3rd. Raymond James Financial reiterated a “market perform” rating on shares of Walt Disney in a report on Friday, November 14th. Evercore raised their target price on shares of Walt Disney from $140.00 to $142.00 and gave the stock an “outperform” rating in a research report on Friday, November 14th. Finally, UBS Group reaffirmed a “mixed” rating on shares of Walt Disney in a research report on Monday, February 2nd. Seventeen equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $135.80.

About Walt Disney

The Walt Disney Company (NYSE: DIS), commonly known as Disney, is a diversified global entertainment and media conglomerate headquartered in Burbank, California. Founded in 1923 by Walt and Roy O. Disney, the company grew from an animation studio into a multi‑national entertainment enterprise known for iconic intellectual property and family‑oriented storytelling. Disney’s operations span film and television production, streaming services, theme parks and resorts, consumer products, and live entertainment.

On the content side, Disney produces and distributes feature films and television programming through a portfolio of studios and labels that includes Walt Disney Pictures, Pixar, Marvel Studios, Lucasfilm and 20th Century Studios, along with broadcast and cable networks such as ABC, FX and National Geographic.