Compagnie Lombard Odier SCmA Cuts Stock Position in The Walt Disney Company $DIS

Compagnie Lombard Odier SCmA lessened its stake in shares of The Walt Disney Company (NYSE:DIS) by 34.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 377,472 shares of the entertainment giant’s stock after selling 198,200 shares during the period. Compagnie Lombard Odier SCmA’s holdings in Walt Disney were worth $42,945,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in DIS. Copeland Capital Management LLC purchased a new stake in shares of Walt Disney in the third quarter worth $25,000. Strengthening Families & Communities LLC purchased a new position in shares of Walt Disney in the 3rd quarter worth about $29,000. JPL Wealth Management LLC bought a new position in Walt Disney in the 3rd quarter worth about $30,000. Pilgrim Partners Asia Pte Ltd bought a new position in Walt Disney in the 3rd quarter worth about $33,000. Finally, Bare Financial Services Inc grew its position in 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 purchasing an additional 95 shares during the last quarter. Hedge funds and other institutional investors own 65.71% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have weighed in on DIS. Citigroup reduced their price objective on shares of Walt Disney from $145.00 to $140.00 and set a “buy” rating for the company in a research note on Friday, January 16th. Jefferies Financial Group cut their price target on shares of Walt Disney from $136.00 to $132.00 and set a “buy” rating on the stock in a report on Tuesday, February 3rd. The Goldman Sachs Group restated a “buy” rating and issued a $151.00 price objective on shares of Walt Disney in a report on Monday, February 2nd. Morgan Stanley assumed coverage on Walt Disney in a research report on Tuesday, February 3rd. They issued an “overweight” rating and a $135.00 price objective on the stock. Finally, TD Cowen reiterated a “hold” rating and set a $123.00 target price on shares of Walt Disney in a research note on Tuesday, February 3rd. Eighteen investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $132.81.

Walt Disney News Summary

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

• Positive Sentiment: Raymond James upgraded DIS to “Outperform” and set a $115 price target, arguing Disney is undervalued even under stress tests and that streaming profitability makes the risk/reward attractive. Disney Stock Gets an Upgrade. Why Analysts Say It Looks Cheap.
• Positive Sentiment: Other analysts and former skeptics flagged DIS as a bargain at current levels, reinforcing buying interest after recent share weakness. That renewed analyst support is driving short-term inflows. Is there a bargain to be had with Disney stock? This analyst thinks so.
• Neutral Sentiment: Disney reported strong Q1 results with streaming operating income up ~72%, a fundamental improvement that supports longer-term valuation upside, but the market has yet to re-rate the shares fully. Streaming Profits Are Up 72% Yet Disney Shares Are Down 17% This Year
• Neutral Sentiment: Operational catalysts: Disney opened the World of Frozen at Disneyland Paris and is repositioning its parks/experiences in Europe—a multi-year investment that supports Experiences revenue but has longer lead times for returns. Disney’s World Of Frozen Puts Experiences Division In European Focus
• Neutral Sentiment: Retail and guest promotions (e.g., special summer hotel rates for Disney+ Perks members, new ticket options) may help near-term park demand but are incremental to corporate earnings. Walt Disney World Offering Special Summer Hotel Rates for Disney+ Perks Members from $99
• Neutral Sentiment: Speculative M&A chatter (interest in Epic Games) remains unconfirmed; if real, it would be material, but for now it’s market rumor rather than an actionable catalyst. Disney Eyes Major Buyout Deal for Fortnite Creator Epic Games
• Negative Sentiment: Reports say Disney’s potential major partnership talks with OpenAI suffered a setback, removing a possible material growth vector tied to AI-driven content/tech collaboration. That uncertainty is a headwind for some valuation scenarios. The Walt Disney Company (DIS) Faces Setback to Its Potential Major Partnership with OpenAI
• Negative Sentiment: PR/operational hiccups—an Nvidia-powered Olaf robot malfunctioned at Disneyland Paris—underscore execution risks around new tech initiatives; these are minor but visible risks for brand/guest experience. An Nvidia AI-powered Olaf malfunctions at Disneyland Paris

Walt Disney Stock Up 0.3%

Walt Disney stock opened at $96.69 on Thursday. The Walt Disney Company has a one year low of $80.10 and a one year high of $124.69. The stock has a fifty day moving average of $103.57 and a 200 day moving average of $108.46. 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 cap of $171.28 billion, a PE ratio of 14.22, a price-to-earnings-growth ratio of 1.35 and a beta of 1.42.

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