Cooper Financial Group Cuts Position in The Walt Disney Company $DIS

Cooper Financial Group reduced its stake in shares of The Walt Disney Company (NYSE:DIS) by 19.3% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 21,099 shares of the entertainment giant’s stock after selling 5,039 shares during the period. Cooper Financial Group’s holdings in Walt Disney were worth $2,400,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Brighton Jones LLC boosted its holdings in Walt Disney by 7.7% during the fourth 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 increased its holdings in Walt Disney by 31.9% in the second quarter. Sivia Capital Partners LLC now owns 5,470 shares of the entertainment giant’s stock valued at $678,000 after buying an additional 1,322 shares in the last quarter. Schnieders Capital Management LLC. lifted its position in shares of Walt Disney by 16.2% during the 2nd quarter. Schnieders Capital Management LLC. now owns 17,955 shares of the entertainment giant’s stock valued at $2,227,000 after acquiring an additional 2,503 shares during the period. Hillsdale Investment Management Inc. lifted its position in shares of Walt Disney by 267.0% during the 2nd quarter. Hillsdale Investment Management Inc. now owns 39,230 shares of the entertainment giant’s stock valued at $4,865,000 after acquiring an additional 28,540 shares during the period. Finally, AXQ Capital LP purchased a new stake in shares of Walt Disney during the 2nd quarter worth approximately $952,000. 65.71% of the stock is owned by institutional investors and hedge funds.

Walt Disney Stock Performance

NYSE DIS opened at $99.36 on Friday. The business’s 50-day moving average price is $106.26 and its 200 day moving average price is $109.69. The company has a current ratio of 0.67, a quick ratio of 0.61 and a debt-to-equity ratio of 0.31. The Walt Disney Company has a twelve month low of $80.10 and a twelve month high of $124.69. The company has a market capitalization of $176.02 billion, a PE ratio of 14.61, a price-to-earnings-growth ratio of 1.35 and a beta of 1.42.

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

Analysts Set New Price Targets

DIS has been the topic of a number of research reports. Wells Fargo & Company lowered their price target on Walt Disney from $152.00 to $150.00 and set an “overweight” rating on the stock in a report on Tuesday, February 3rd. Jefferies Financial Group decreased their target price on Walt Disney from $136.00 to $132.00 and set a “buy” rating on the stock in a research report on Tuesday, February 3rd. UBS Group reissued a “mixed” rating on shares of Walt Disney in a report on Monday, February 2nd. Morgan Stanley initiated coverage on Walt Disney in a research report on Tuesday, February 3rd. They issued an “overweight” rating and a $135.00 price target for the company. Finally, Weiss Ratings downgraded Walt Disney from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday, February 3rd. Seventeen investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $134.13.

Key Walt Disney News

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

• Positive Sentiment: Board elevates CEO Josh D’Amaro to the board and Disney’s executive committee — a governance vote of confidence that gives the CEO greater influence over strategy execution and reassures investors during the leadership transition. Disney Elevates CEO Josh D’Amaro to Board, Executive Committee
• Positive Sentiment: New CEO outlines a unified strategy to make Disney+ the company’s digital centerpiece, linking streaming with parks, games and films — strategic clarity that could improve monetization and cross-sell opportunities if execution follows. Disney Unveils Plan to Make Disney+ Its Digital Centerpiece
• Neutral Sentiment: Walt Disney Studios promotes Erin Barrier to SVP of Communications — an operational/PR hire that supports communications continuity during the transition but is unlikely to move the stock materially. Walt Disney Studios Promotes Erin Barrier to SVP of Communications
• Neutral Sentiment: Disney Cruise Line reveals a new Wish-class ship — positive for the parks/cruise segment branding and long-term capacity, but a low-impact near-term news item for equity performance. Disney Cruise Line Reveals Its Newest Ship—Here’s What To Know
• Negative Sentiment: Guggenheim cut its price target on DIS to $115 — a sign that some analysts are trimming expectations amid the leadership change and near-term execution uncertainty. Analyst downgrades can pressure sentiment and cap short-term upside. Guggenheim Lowers Walt Disney Price Target to $115.00
• Negative Sentiment: Disney agreed to a roughly $50M settlement in a livestream subscriber class action — an immediate cash cost and a reminder of regulatory/legal risks tied to subscription practices. Disney settles livestream subscriber class action for $50 million
• Negative Sentiment: Wall Street commentary is mixed-to-critical — some analysts are publicly urging bolder moves (e.g., exit linear TV, pursue transformative M&A) and warning that the stock remains sluggish, keeping investor scrutiny high. Tough Love For New Disney CEO Josh D’Amaro As Wall Street Frets Over Sluggish Stock

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.