The Walt Disney Company $DIS Shares Sold by Fox Run Management L.L.C.

Fox Run Management L.L.C. reduced its stake in The Walt Disney Company (NYSE:DIS) by 76.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,684 shares of the entertainment giant’s stock after selling 8,768 shares during the quarter. Fox Run Management L.L.C.’s holdings in Walt Disney were worth $307,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Willow Creek Wealth Management Inc. lifted its holdings in Walt Disney by 8.3% in the 3rd quarter. Willow Creek Wealth Management Inc. now owns 4,485 shares of the entertainment giant’s stock valued at $514,000 after purchasing an additional 345 shares in the last quarter. GGM Financials LLC acquired a new position in shares of Walt Disney in the third quarter valued at approximately $43,000. RWA Wealth Partners LLC lifted its stake in shares of Walt Disney by 148.7% during the third quarter. RWA Wealth Partners LLC now owns 75,800 shares of the entertainment giant’s stock valued at $8,679,000 after buying an additional 45,316 shares during the period. Colonial Trust Advisors lifted its stake in shares of Walt Disney by 2.3% during the third quarter. Colonial Trust Advisors now owns 83,734 shares of the entertainment giant’s stock valued at $9,588,000 after buying an additional 1,843 shares during the period. Finally, JFS Wealth Advisors LLC boosted its position in Walt Disney by 15.7% during the third quarter. JFS Wealth Advisors LLC now owns 11,830 shares of the entertainment giant’s stock worth $1,355,000 after acquiring an additional 1,601 shares during the last quarter. Hedge funds and other institutional investors own 65.71% of the company’s stock.

Walt Disney Trading Down 1.7%

Shares of DIS opened at $104.29 on Tuesday. The Walt Disney Company has a twelve month low of $80.10 and a twelve month high of $124.69. The firm has a market capitalization of $184.75 billion, a P/E ratio of 15.34, a price-to-earnings-growth ratio of 1.44 and a beta of 1.42. 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 stock’s fifty day simple moving average is $109.98 and its 200 day simple moving average is $111.28.

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 in the previous year, the company posted $1.40 EPS. The company’s revenue was up 5.2% compared to the same quarter last year. On average, equities research analysts forecast that The Walt Disney Company will post 5.47 earnings per share for the current year.

Walt Disney News Roundup

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

• Positive Sentiment: Disney is investing in parks and retheming attractions, which supports long‑term attendance and spending recovery — Imagineering filed permits for an Animation Courtyard refresh at Hollywood Studios. Read More.
• Positive Sentiment: The Rock ‘n’ Roller Coaster closure to make way for a Muppets rebrand signals active capital allocation to refresh IP‑driven park experiences (can boost per‑guest spend over time). Read More.
• Neutral Sentiment: New merchandise drops and character‑driven retail (Mary Poppins tea towel, Orange Bird mug, Cinderella apparel) sustain ancillary revenue and brand engagement but are incremental in scale. Read More. Read More. Read More.
• Neutral Sentiment: Media coverage and analyst pieces are revisiting Disney’s multi‑year share decline and valuation — useful for longer‑term investors but not a single catalyst. Read More. Read More.
• Negative Sentiment: Broader market/headline risk weighed on stocks today (U.S.‑Iran tensions pushed risk assets lower), contributing to Disney’s decline alongside sector weakness. Read More.
• Negative Sentiment: Investor concern about cash flow and growth persists — commentary points to a recent $2.3B cash‑flow shortfall and calls for strategic moves (e.g., buy a cruise line) to restore momentum, keeping pressure on sentiment. Read More.
• Negative Sentiment: Industry M&A shifts: Netflix walking away from a Warner deal and its stock jump can redirect investor interest within the media cohort and tighten valuation comparisons, creating short‑term headwinds for Disney. Read More.

Analyst Upgrades and Downgrades

DIS has been the subject of several analyst reports. Barclays reiterated an “overweight” rating on shares of Walt Disney in a report on Monday, February 2nd. Phillip Securities raised Walt Disney to a “moderate buy” rating in a research report on Monday, January 12th. Weiss Ratings lowered Walt Disney from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday, February 3rd. Evercore raised their price target on Walt Disney from $140.00 to $142.00 and gave the stock an “outperform” rating in a research note on Friday, November 14th. Finally, Sanford C. Bernstein restated an “outperform” rating on shares of Walt Disney in a report on Wednesday, November 12th. 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 company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $135.80.

Walt Disney Company 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.