The Walt Disney Company $DIS Shares Sold by Chesley Taft & Associates LLC

Chesley Taft & Associates LLC decreased its holdings in The Walt Disney Company (NYSE:DIS) by 9.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 149,714 shares of the entertainment giant’s stock after selling 15,189 shares during the period. Chesley Taft & Associates LLC’s holdings in Walt Disney were worth $17,033,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also modified their holdings of DIS. Brighton Jones LLC boosted its stake in shares of Walt Disney by 7.7% in the 4th quarter. Brighton Jones LLC now owns 26,767 shares of the entertainment giant’s stock valued at $2,980,000 after buying an additional 1,904 shares during the period. Sivia Capital Partners LLC increased its stake in shares of Walt Disney by 31.9% during the second quarter. Sivia Capital Partners LLC now owns 5,470 shares of the entertainment giant’s stock worth $678,000 after buying an additional 1,322 shares during the period. Schnieders Capital Management LLC. increased its stake in shares of Walt Disney by 16.2% during the second quarter. Schnieders Capital Management LLC. now owns 17,955 shares of the entertainment giant’s stock worth $2,227,000 after buying an additional 2,503 shares during the period. Northwestern Mutual Wealth Management Co. raised its holdings in Walt Disney by 8.1% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 290,939 shares of the entertainment giant’s stock valued at $36,079,000 after acquiring an additional 21,920 shares in the last quarter. Finally, Level Four Advisory Services LLC lifted its stake in Walt Disney by 5.6% in the second quarter. Level Four Advisory Services LLC now owns 46,414 shares of the entertainment giant’s stock worth $5,756,000 after acquiring an additional 2,456 shares during the last quarter. Hedge funds and other institutional investors own 65.71% of the company’s stock.

Walt Disney News Roundup

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

• Positive Sentiment: Wells Fargo kept an “overweight” rating and only trimmed its price target slightly to $148, implying large upside versus the current level — a vote of confidence from a major shop. Wells Fargo price target note
• Positive Sentiment: Bullish research and op-eds argue DIS is undervalued given its IP, parks recovery and monetization routes — several buy- and upgrade-style pieces suggest this pullback could be a buying opportunity. Buy Disney When Valuation Is Low
• Positive Sentiment: Erste Group nudged up its FY2027 EPS forecast marginally, signaling some analyst confidence in medium‑term earnings resilience even as consensus remains split. (Research note summarized in market feeds.)
• Neutral Sentiment: Analysts and contributors keep highlighting parks as the company’s “core” — strong park demand supports cash flow even if media/tech bets stumble. Disney: Parks Is The Company’s Core Now
• Neutral Sentiment: Corporate and brand news (D23/Disney Legends, merchandise and park promotions) remain positive for consumer engagement but are unlikely to move the stock materially in the near term. Disney Legends 2026
• Negative Sentiment: Major tech partnerships unraveled: OpenAI shut down the Sora project (central to Disney’s planned AI content tools), and Disney is reviewing/cancelling related deals — this undercuts a high-profile strategic growth pillar and drove investor concern. Disney Cancels OpenAI Deal
• Negative Sentiment: Exposure to Epic Games and its layoffs (after Disney’s commitment to a shared digital universe) raises doubts about the returns on a roughly $1.5B strategic push into gaming/virtual worlds. Market headlines frame this as an early, costly misstep for the new CEO. Disney CEO’s First Week Marred
• Negative Sentiment: Commentary pieces highlighting a “narrative problem” and blunt takes like “Disney’s stock is a dog” have amplified selling pressure — the market is punishing perceived strategic uncertainty and execution risk under new leadership. Disney Has a Narrative Problem

Wall Street Analyst Weigh In

Several research analysts have commented on DIS shares. Wells Fargo & Company lowered their price target on shares of Walt Disney from $150.00 to $148.00 and set an “overweight” rating for the company in a report on Friday. TD Cowen reaffirmed a “hold” rating and set a $123.00 price objective on shares of Walt Disney 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. UBS Group reissued a “mixed” rating on shares of Walt Disney in a report on Monday, February 2nd. Finally, Needham & Company LLC restated a “buy” rating and issued a $125.00 price target on shares of Walt Disney in a research note on Monday, February 2nd. Seventeen analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $134.00.

Walt Disney Stock Performance

Shares of Walt Disney stock opened at $92.50 on Friday. The company has a quick ratio of 0.61, a current ratio of 0.67 and a debt-to-equity ratio of 0.31. The Walt Disney Company has a 52 week low of $80.10 and a 52 week high of $124.69. The firm’s 50 day moving average is $104.53 and its two-hundred day moving average is $108.90. The firm has a market capitalization of $163.87 billion, a P/E ratio of 13.60, a P/E/G ratio of 1.25 and a beta of 1.42.

Walt Disney (NYSE:DIS) last issued its quarterly earnings data 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 previous year, the firm earned $1.40 EPS. The company’s revenue was up 5.2% compared to the same quarter last year. Research analysts forecast that The Walt Disney Company will post 5.47 EPS for the current fiscal year.

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.