Assetmark Inc. Buys 41,227 Shares of The Walt Disney Company $DIS

Assetmark Inc. grew its position in The Walt Disney Company (NYSE:DIS) by 17.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 277,129 shares of the entertainment giant’s stock after purchasing an additional 41,227 shares during the quarter. Assetmark Inc.’s holdings in Walt Disney were worth $31,731,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Public Sector Pension Investment Board boosted its holdings in Walt Disney by 92.4% in the 3rd quarter. Public Sector Pension Investment Board now owns 833,540 shares of the entertainment giant’s stock worth $95,440,000 after buying an additional 400,307 shares during the period. Connable Office Inc. grew its stake in shares of Walt Disney by 1.1% in the 3rd quarter. Connable Office Inc. now owns 25,490 shares of the entertainment giant’s stock worth $2,919,000 after buying an additional 287 shares in the last quarter. Lynx Investment Advisory bought a new stake in shares of Walt Disney in the 3rd quarter valued at approximately $223,000. Atria Investments Inc lifted its holdings in shares of Walt Disney by 2.5% in the 3rd quarter. Atria Investments Inc now owns 188,280 shares of the entertainment giant’s stock worth $21,558,000 after acquiring an additional 4,593 shares during the last quarter. Finally, Illinois Municipal Retirement Fund raised its holdings in shares of Walt Disney by 18.9% in the third quarter. Illinois Municipal Retirement Fund now owns 61,049 shares of the entertainment giant’s stock worth $6,990,000 after buying an additional 9,724 shares during the period. 65.71% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several research firms have recently commented on DIS. The Goldman Sachs Group restated a “buy” rating and issued a $151.00 price target on shares of Walt Disney in a report on Monday, February 2nd. Morgan Stanley started coverage on shares of Walt Disney in a research note on Tuesday, February 3rd. They issued an “overweight” rating and a $135.00 target price for the company. Arete Research raised Walt Disney to a “strong sell” rating in a report on Tuesday, October 28th. TD Cowen reaffirmed a “hold” rating and set a $123.00 target price on shares of Walt Disney in a report on Tuesday, February 3rd. Finally, Rosenblatt Securities reaffirmed a “buy” rating and issued a $141.00 price target on shares of Walt Disney in a report on Friday, October 17th. Seventeen equities research 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 data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $135.80.

Walt Disney Trading Up 3.0%

Shares of Walt Disney stock opened at $105.46 on Friday. The stock has a market cap of $186.82 billion, a price-to-earnings ratio of 15.51, a PEG ratio of 1.40 and a beta of 1.43. 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 12-month low of $80.10 and a 12-month high of $124.69. The company has a fifty day simple moving average of $111.06 and a 200-day simple moving average of $112.18.

Walt Disney (NYSE:DIS) last announced its earnings results on Monday, February 2nd. The entertainment giant reported $1.63 earnings per share for the quarter, topping 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 business had revenue of $25.98 billion during the quarter, compared to the consensus estimate of $25.54 billion. During the same quarter in the prior year, the firm earned $1.40 earnings per share. The business’s quarterly revenue was up 5.2% compared to the same quarter last year. On average, equities analysts forecast that The Walt Disney Company will post 5.47 EPS for the current fiscal year.

Key Stories Impacting Walt Disney

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

• Positive Sentiment: Disney’s sizable investment in generative AI and a reported “billion-dollar OpenAI bet” signals dealmaking and technology-driven content/production upside that could lift margins and content velocity over time. Read More.
• Positive Sentiment: Company plans a big 2027 Super Bowl push (including a ManningCast tie-in), which points to ad/revenue opportunities and cross-platform promotion across Disney’s networks and streaming services. Read More.
• Positive Sentiment: Park and IP product refreshes — new animatronics (Frozen Ever After) and rotating classic animatronic shows at Disneyland — support attendance and guest-spend narratives. These operational improvements are tangible catalysts for parks revenue. Read More. / Read More.
• Neutral Sentiment: Disney has filed a patent for an articulating-arm ride system — a long-term innovation that could improve ride design but is not an immediate revenue driver. Read More.
• Negative Sentiment: Disney launched a $4 billion senior notes offering — the sizable new debt issuance is seen by markets as a near-term negative, pressuring the stock and raising concerns about capital allocation and leverage. Read More.
• Negative Sentiment: Market commentary linked the $4B borrowing to downward pressure on the stock; some analysts and reports flagged the move as a catalyst for recent share weakness. Read More.
• Negative Sentiment: Regulatory/privacy headwinds: Disney agreed to pay about $2.75M to settle alleged CCPA violations in California and has settled a related multimillion-dollar streaming data suit; broader probes of streaming data practices remain active — ongoing regulatory risk and reputational headlines. Read More. / Read More.
• Negative Sentiment: High-profile criticism from former CEO Michael Eisner calling parks “too expensive” and criticizing past leadership adds negative PR that could shape public debate about pricing and attendance. Read More.

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.