Diversified Trust Co. Sells 5,702 Shares of The Walt Disney Company $DIS

Diversified Trust Co. cut its holdings in shares of The Walt Disney Company (NYSE:DIS) by 22.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 20,151 shares of the entertainment giant’s stock after selling 5,702 shares during the quarter. Diversified Trust Co.’s holdings in Walt Disney were worth $2,293,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Copeland Capital Management LLC bought a new stake in shares of Walt Disney in the third quarter valued at approximately $25,000. Strengthening Families & Communities LLC bought a new position in Walt Disney during the 3rd quarter worth $29,000. JPL Wealth Management LLC acquired a new position in Walt Disney in the 3rd quarter valued at $30,000. Pilgrim Partners Asia Pte Ltd acquired a new position in Walt Disney in the 3rd quarter valued at $33,000. Finally, Bare Financial Services Inc lifted its position in shares of Walt Disney by 48.5% during the 3rd quarter. Bare Financial Services Inc now owns 291 shares of the entertainment giant’s stock valued at $33,000 after acquiring an additional 95 shares during the period. 65.71% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

DIS has been the topic of several analyst reports. Morgan Stanley assumed coverage on Walt Disney in a report on Tuesday, February 3rd. They set an “overweight” rating and a $135.00 target price on the stock. Jefferies Financial Group cut their price objective on shares of Walt Disney from $136.00 to $132.00 and set a “buy” rating for the company in a research report on Tuesday, February 3rd. Phillip Securities upgraded shares of Walt Disney to a “moderate buy” rating in a research note on Monday, January 12th. Guggenheim decreased their target price on shares of Walt Disney from $140.00 to $115.00 and set a “buy” rating on the stock in a report on Wednesday, March 18th. Finally, Needham & Company LLC restated a “buy” rating and issued a $125.00 target price 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 given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $134.13.

Walt Disney Price Performance

Walt Disney 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 Walt Disney Company has a 52 week low of $80.10 and a 52 week high of $124.69. The stock has a market capitalization of $170.03 billion, a P/E ratio of 14.12, a price-to-earnings-growth ratio of 1.31 and a beta of 1.42. The stock has a fifty day moving average of $105.28 and a 200-day moving average of $109.24.

Walt Disney (NYSE:DIS) last released its quarterly earnings data on Monday, February 2nd. The entertainment giant reported $1.63 earnings per share 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 business had revenue of $25.98 billion for the quarter, compared to analyst estimates of $25.54 billion. During the same period last year, the firm posted $1.40 earnings per share. Walt Disney’s revenue was up 5.2% compared to the same quarter last year. On average, sell-side analysts expect that The Walt Disney Company will post 5.47 earnings per share for the current fiscal year.

More 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

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.