Cullen Investment Group LTD. Cuts Stake in The Walt Disney Company $DIS

Cullen Investment Group LTD. lessened its stake in shares of The Walt Disney Company (NYSE:DIS) by 27.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 31,532 shares of the entertainment giant’s stock after selling 12,066 shares during the quarter. Cullen Investment Group LTD.’s holdings in Walt Disney were worth $3,654,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently modified their holdings of the stock. Varma Mutual Pension Insurance Co grew its holdings in Walt Disney by 8.8% during the 3rd quarter. Varma Mutual Pension Insurance Co now owns 284,894 shares of the entertainment giant’s stock valued at $32,620,000 after purchasing an additional 23,100 shares in the last quarter. Sterling Investment Counsel LLC boosted its position in Walt Disney by 130.5% in the 3rd quarter. Sterling Investment Counsel LLC now owns 13,590 shares of the entertainment giant’s stock valued at $1,556,000 after buying an additional 7,695 shares during the last quarter. SVB Wealth LLC purchased a new position in Walt Disney in the 2nd quarter valued at about $1,352,000. Baron Silver Stevens Financial Advisors LLC boosted its position in Walt Disney by 244.6% in the 3rd quarter. Baron Silver Stevens Financial Advisors LLC now owns 10,365 shares of the entertainment giant’s stock valued at $1,187,000 after buying an additional 7,357 shares during the last quarter. Finally, Rakuten Investment Management Inc. acquired a new stake in shares of Walt Disney during the third quarter valued at about $21,177,000. Hedge funds and other institutional investors own 65.71% of the company’s stock.

Key Walt Disney News

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

• Positive Sentiment: BofA reiterates a Buy and says Disney’s fiscal‑2026 earnings growth should be weighted to the back half of the year, supporting a recovery thesis and a $125 price objective. Walt Disney Earnings Growth to Be Weighted to H2, BofA Securities Says
• Positive Sentiment: Needham/TipRanks maintains a Buy rating and $125 target, arguing exiting the OpenAI tie-up may protect IP value and preserve capital flexibility — a bullish read from some sell‑side analysts. Disney: Protecting IP Value and Capital Flexibility by Exiting OpenAI Partnership Supports Buy Rating
• Neutral Sentiment: Disney hired Netflix’s Atiya Henry as EVP of Production for Disney Branded Television (Susette Hsiung retires) — a leadership move that supports content pipeline execution but is not a near‑term earnings driver. Netflix’s Atiya Henry Joins Disney Branded Television As EVP Production After Susette Hsiung Retires
• Neutral Sentiment: Management reiterated plans to expand streaming with interactive experiences and games — a strategic growth vector that could lift engagement over time but will take quarters to monetize. Walt Disney (DIS) Plans to Expand Streaming Platforms with Experiences and Games
• Neutral Sentiment: Technicals show DIS is oversold (RSI < 30), which can mean elevated short‑term volatility but also create a potential buying opportunity for longer‑term investors. 4 Consumer Favorites Look Oversold Right Now: Disney, McDonald’s and More
• Negative Sentiment: Disney’s planned AI tie‑up with OpenAI effectively collapsed after OpenAI shuttered its Sora video product and the parties stopped moving forward on the ~ $1B investment — this raises near‑term strategy and content‑tech questions and is the main driver of today’s negative sentiment. Disney’s $1B Investment In Open AI DOA As Sam Altman Pulls Sora Plug: “The Deal Is Not Moving Forward”
• Negative Sentiment: Disney’s exposure to its planned Epic Games investment faces complications after mass layoffs at Epic and reports that the $1.5B arrangement is now uncertain — adds another execution risk to Disney’s digital/gaming push. Disney’s $1.5 Billion Epic Games Deal Meets a Complicated Reality After Mass Layoffs

Analyst Upgrades and Downgrades

Several research firms recently commented on DIS. Morgan Stanley assumed coverage on Walt Disney in a research note on Tuesday, February 3rd. They issued an “overweight” rating and a $135.00 price target on the stock. Citigroup lowered their price objective on Walt Disney from $145.00 to $140.00 and set a “buy” rating for the company in a research note on Friday, January 16th. UBS Group restated a “mixed” rating on shares of Walt Disney in a report on Monday, February 2nd. Needham & Company LLC reaffirmed a “buy” rating and issued a $125.00 target price on shares of Walt Disney in a research report on Monday, February 2nd. Finally, Wells Fargo & Company reduced their target price on Walt Disney from $152.00 to $150.00 and set an “overweight” rating for the company in a research note on Tuesday, February 3rd. Seventeen analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $134.13.

Walt Disney Stock Performance

Shares of DIS stock opened at $95.98 on Thursday. The company has a debt-to-equity ratio of 0.31, a quick ratio of 0.61 and a current ratio of 0.67. The stock has a market capitalization of $170.03 billion, a price-to-earnings ratio of 14.12, a PEG ratio of 1.31 and a beta of 1.42. The Walt Disney Company has a one year low of $80.10 and a one year high of $124.69. The company’s 50-day simple moving average is $105.28 and its 200-day simple moving average is $109.24.

Walt Disney (NYSE:DIS) last announced its quarterly earnings data 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 return on equity of 8.90% and a net margin of 12.80%.The firm had revenue of $25.98 billion for the quarter, compared to analysts’ expectations of $25.54 billion. During the same quarter in the prior year, the firm posted $1.40 earnings per share. Walt Disney’s revenue for the quarter was up 5.2% compared to the same quarter last year. Equities analysts anticipate that The Walt Disney Company will post 5.47 earnings per share for the current fiscal 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.