The Walt Disney Company $DIS Shares Sold by Davis R M Inc.

Davis R M Inc. trimmed its holdings in The Walt Disney Company (NYSE:DIS) by 23.2% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 26,414 shares of the entertainment giant’s stock after selling 7,959 shares during the period. Davis R M Inc.’s holdings in Walt Disney were worth $3,024,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently added to or reduced their stakes in the business. Okabena Investment Services Inc. lifted its holdings in shares of Walt Disney by 134.3% in the third quarter. Okabena Investment Services Inc. now owns 23,791 shares of the entertainment giant’s stock valued at $2,724,000 after purchasing an additional 13,635 shares in the last quarter. Arete Wealth Advisors LLC raised its position in shares of Walt Disney by 0.7% during the 3rd quarter. Arete Wealth Advisors LLC now owns 328,891 shares of the entertainment giant’s stock worth $37,646,000 after purchasing an additional 2,404 shares during the last quarter. Aprio Wealth Management LLC lifted its stake in Walt Disney by 10.2% in the 3rd quarter. Aprio Wealth Management LLC now owns 12,271 shares of the entertainment giant’s stock valued at $1,405,000 after buying an additional 1,134 shares in the last quarter. Aviso Financial Inc. grew its holdings in Walt Disney by 3.3% during the 3rd quarter. Aviso Financial Inc. now owns 4,557 shares of the entertainment giant’s stock valued at $522,000 after buying an additional 146 shares during the last quarter. Finally, United Bank increased its position in Walt Disney by 7.0% during the third quarter. United Bank now owns 16,455 shares of the entertainment giant’s stock worth $1,884,000 after buying an additional 1,071 shares in the last quarter. 65.71% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Walt Disney

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

• Positive Sentiment: Disney is partnering with OpenAI to deploy AI for franchise content and creativity and has reached a peace agreement with Florida authorities to move forward on large-scale expansion in the state — a potential long-term revenue and content lever if execution goes well. Disney’s AI Bet And Florida Expansion Reshape Parks And IP Story
• Positive Sentiment: Disney unveiled new 2026 attractions, refurbishments and guest experiences across its parks — planned capex that should help drive attendance, per-capita spending and merchandising opportunities. Disney unveils new attractions, refurbishments, and experiences for 2026
• Positive Sentiment: New park offerings aimed at families (e.g., Olaf-led drawing classes, new live experiences such as Goofy’s Mystery Tour) are incremental attendance drivers and low-risk ways to boost guest engagement and F&B/merch capture. Disney: New drawing classes will feature Olaf animatronic
• Neutral Sentiment: Profile pieces on CEO Josh D’Amaro highlight his mandate to navigate AI, revitalize Star Wars/Marvel and sustain park momentum — leadership clarity could be a catalyst, but results depend on execution over multiple years. Can New Disney CEO Josh D’Amaro Weather AI, Revitalize ‘Star Wars’ and Marvel and Save the Magic Kingdom?
• Neutral Sentiment: Kristina Schake’s planned departure as Chief Communications Officer is noted in coverage; leadership turnover in communications is watchable but not immediately material to cash flows. Disney’s AI Bet And Florida Expansion Reshape Parks And IP Story
• Negative Sentiment: Reports say Disneyland abandoned earlier plans for a Villains land, and related redevelopment discussions suggest scope changes and potential write-offs or delays — these can increase near-term capex volatility and push out expected returns. Disneyland abandoned plans for Disney Villains land, report says
• Negative Sentiment: Separately, reporting on a redeveloped — and reportedly expensive — Villains concept for Walt Disney World raises execution and cost-risk concerns that could pressure near-term capital planning and margins. Disney World’s Upcoming Villains Land Is Reportedly Being Redeveloped, And The New Plan Sounds Amazing (And Expensive)

Analyst Ratings Changes

Several analysts have recently issued reports on the company. Evercore upped their price objective on Walt Disney from $140.00 to $142.00 and gave the company an “outperform” rating in a research report on Friday, November 14th. Guggenheim restated a “buy” rating and issued a $140.00 target price on shares of Walt Disney in a report on Tuesday, February 3rd. Raymond James Financial reaffirmed a “market perform” rating on shares of Walt Disney in a research note on Friday, November 14th. Morgan Stanley began coverage on shares of Walt Disney in a research report on Tuesday, February 3rd. They issued an “overweight” rating and a $135.00 price objective for the company. Finally, Citigroup decreased their target price on shares of Walt Disney from $145.00 to $140.00 and set a “buy” rating on the stock in a research report on Friday, January 16th. Seventeen analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $135.80.

Walt Disney Price Performance

DIS opened at $106.05 on Monday. The Walt Disney Company has a 1 year low of $80.10 and a 1 year high of $124.69. The company’s 50 day simple moving average is $110.14 and its 200 day simple moving average is $111.37. The stock has a market capitalization of $187.87 billion, a PE ratio of 15.60, a P/E/G ratio of 1.44 and a beta of 1.42. The company has a debt-to-equity ratio of 0.31, a quick ratio of 0.61 and a current ratio of 0.67.

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

Walt Disney Profile

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.