The Walt Disney Company $DIS Shares Sold by Comerica Bank

Comerica Bank reduced its stake in The Walt Disney Company (NYSE:DIS) by 4.7% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 443,053 shares of the entertainment giant’s stock after selling 21,919 shares during the period. Comerica Bank’s holdings in Walt Disney were worth $50,730,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of DIS. Copeland Capital Management LLC purchased a new stake in Walt Disney in the third quarter valued at approximately $25,000. Strengthening Families & Communities LLC purchased a new position in shares of Walt Disney during the third quarter worth $29,000. Pilgrim Partners Asia Pte Ltd purchased a new position in shares of Walt Disney during the third quarter worth $33,000. Bare Financial Services Inc grew its stake in shares of Walt Disney by 48.5% in the third quarter. Bare Financial Services Inc now owns 291 shares of the entertainment giant’s stock valued at $33,000 after buying an additional 95 shares in the last quarter. Finally, Total Investment Management Inc. purchased a new stake in shares of Walt Disney in the 2nd quarter valued at $37,000. Institutional investors and hedge funds own 65.71% of the company’s stock.

Analyst Upgrades and Downgrades

DIS has been the topic of several research reports. Raymond James Financial reissued a “market perform” rating on shares of Walt Disney in a research note on Friday, November 14th. Wells Fargo & Company dropped their target price on Walt Disney from $152.00 to $150.00 and set an “overweight” rating for the company in a research report on Tuesday, February 3rd. Needham & Company LLC reiterated a “buy” rating and set a $125.00 price target on shares of Walt Disney in a research note on Monday, February 2nd. Evercore increased their price target on shares of Walt Disney from $140.00 to $142.00 and gave the stock an “outperform” rating in a research report on Friday, November 14th. Finally, UBS Group reissued a “mixed” rating on shares of Walt Disney in a research note on Monday, February 2nd. Seventeen equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $135.80.

Walt Disney Trading Down 0.1%

NYSE DIS opened at $99.29 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 stock has a market capitalization of $175.89 billion, a PE ratio of 14.60, a price-to-earnings-growth ratio of 1.35 and a beta of 1.42. The firm has a 50 day moving average of $107.75 and a two-hundred day moving average of $110.39.

Walt Disney (NYSE:DIS) last announced its quarterly earnings data on Monday, February 2nd. The entertainment giant reported $1.63 earnings per share for the quarter, beating analysts’ consensus estimates of $1.57 by $0.06. The business had revenue of $25.98 billion for the quarter, compared to analyst estimates of $25.54 billion. Walt Disney had a net margin of 12.80% and a return on equity of 8.90%. The company’s revenue was up 5.2% on a year-over-year basis. During the same period last year, the business earned $1.40 EPS. As a group, research analysts expect that The Walt Disney Company will post 5.47 EPS for the current fiscal year.

Walt Disney News Roundup

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

• Positive Sentiment: Walt Disney World set reopening dates for several refreshed attractions (including the revamped Buzz Lightyear ride and Big Thunder Mountain), which should help drive park traffic and F&B/merchandise spend as seasonal travel picks up. Walt Disney World announces reopening dates for Buzz Lightyear, Big Thunder Mountain
• Positive Sentiment: Disney is rolling out new family experiences and a “Cool KIDS’ SUMMER” program with refreshed attractions and summer savings, plus the return of select free-dining promotions — initiatives that can stimulate bookings and incremental park revenue for the high season. Walt Disney World Launches New Family Experiences, Refreshed Attractions and Summer Savings for Cool KIDS’ SUMMER
• Positive Sentiment: Disney+ content additions: the children’s hit Bluey is getting a firm arrival date on Disney+, and a new Star Wars series (Maul: Shadow Lord) launches in April — fresh originals that help engagement and retention on the streaming platform. Disney World Announces Exactly When Bluey Will Finally Arrive
• Positive Sentiment: Leadership update: Disney named Paul Roeder as Chief Communications Officer (effective March 19), a senior internal hire under incoming CEO Josh D’Amaro that suggests management is stabilizing communications and strategy ahead of operational initiatives. Paul Roeder Named Chief Communications Officer of The Walt Disney Company
• Neutral Sentiment: Promotional/consumer coverage such as guides to park footwear and lifestyle pieces are driving consumer interest but have little direct financial impact; they do reflect ongoing consumer engagement with the parks. I Visit Disney World Every Month & These Are the Most Supportive Sneakers for Walking 10+ Miles at the Parks
• Neutral Sentiment: Analyst/market takes: commentary noting Disney’s attractive valuation and strategic moves (e.g., NFL rights) highlight upside catalysts but caution about lingering execution risks; these views can influence investor sentiment without immediate revenue impact. Walt Disney Stock Looks Cheap. But Is It a Buy?
• Negative Sentiment: Ad-revenue competition: a report highlights YouTube generating more ad revenue in 2025 than Disney and several legacy media companies, underlining margin pressure and the challenge of monetizing streaming at scale. YouTube Out Earns Disney, Paramount, Warner Bros, and More Just From Ad Revenue in 2025

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.