The Walt Disney Company $DIS Shares Sold by Lincluden Management Ltd.

Lincluden Management Ltd. reduced its position in shares of The Walt Disney Company (NYSE:DIS) by 22.9% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 29,947 shares of the entertainment giant’s stock after selling 8,874 shares during the quarter. Lincluden Management Ltd.’s holdings in Walt Disney were worth $3,429,000 as of its most recent SEC filing.

Other institutional investors have also recently modified their holdings of the company. Norges Bank acquired a new stake in Walt Disney in the 2nd quarter valued at $2,618,295,000. Viking Global Investors LP acquired a new position in Walt Disney during the second quarter worth $725,219,000. Assenagon Asset Management S.A. raised its position in Walt Disney by 231.4% during the third quarter. Assenagon Asset Management S.A. now owns 4,711,353 shares of the entertainment giant’s stock worth $539,450,000 after acquiring an additional 3,289,707 shares during the period. Boston Partners lifted its holdings in Walt Disney by 84.2% during the second quarter. Boston Partners now owns 6,921,229 shares of the entertainment giant’s stock valued at $856,582,000 after purchasing an additional 3,162,938 shares in the last quarter. Finally, Laurel Wealth Advisors LLC lifted its holdings in Walt Disney by 11,943.6% during the second quarter. Laurel Wealth Advisors LLC now owns 2,827,112 shares of the entertainment giant’s stock valued at $350,590,000 after purchasing an additional 2,803,638 shares in the last quarter. 65.71% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on DIS shares. Guggenheim reissued a “buy” rating and set a $140.00 target price on shares of Walt Disney in a research note on Tuesday, February 3rd. TD Cowen reaffirmed a “hold” rating and issued a $123.00 price target on shares of Walt Disney in a research note on Tuesday, February 3rd. Wells Fargo & Company cut their price objective on Walt Disney from $152.00 to $150.00 and set an “overweight” rating for the company in a research note on Tuesday, February 3rd. Weiss Ratings cut Walt Disney from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, February 3rd. Finally, Phillip Securities upgraded Walt Disney to a “moderate buy” rating in a research report on Monday, January 12th. Seventeen investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Walt Disney currently has a consensus rating of “Moderate Buy” and a consensus target price of $135.80.

Walt Disney Stock Performance

DIS opened at $98.55 on Tuesday. The firm has a market capitalization of $174.58 billion, a PE ratio of 14.49, a PEG ratio of 1.35 and a beta of 1.42. The Walt Disney Company has a twelve month low of $80.10 and a twelve month high of $124.69. The firm’s 50-day moving average price is $107.44 and its 200 day moving average price is $110.15. The company has a current ratio of 0.67, a quick ratio of 0.61 and a debt-to-equity ratio of 0.31.

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

Key Stories Impacting Walt Disney

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

• Positive Sentiment: Streaming profitability and major ESPN/NFL deal improve the earnings mix — Disney says its streaming business has moved past breakeven and is contributing operating income; the company also finalized a broad NFL partnership for ESPN (distribution rights plus an equity stake), which boosts ESPN monetization and subscriber value. This materially reframes Disney’s cash-flow profile away from parks-only sensitivity. Disney’s Streaming Profit Turn and ESPN NFL Deal Reframe Investment Case
• Positive Sentiment: Senior creative and TV leadership moves aim to speed execution — Dana Walden, incoming president & chief creative officer, announced a unified Disney Entertainment leadership team uniting streaming, film, TV and games, which could improve cross-platform IP monetization and reduce overlap. Consolidation under experienced executives is being marketed as a profitability and content-focus move. The Walt Disney Company Sets Leadership Team for Expanded Disney Entertainment Segment
• Positive Sentiment: Debra O’Connell tapped to run Disney Entertainment Television — O’Connell will oversee ABC Entertainment, Disney Branded Television, Hulu Originals and National Geographic content, signaling experienced operational oversight for high-margin TV/streaming franchises. Disney names Debra OConnell as chairman of Disney Entertainment Television
• Positive Sentiment: Technology/IP innovation with Nvidia on robotics/AI — Disney and Nvidia showcased an advanced Olaf droid that highlights Disney’s push to commercialize characters via robotics, AI and experiential products (potential new merchandising/park experiences). While early, the tie-up signals tech-forward IP monetization. Disney and Nvidia Combine on Robotics and AI to Bring Olaf Droid to Life
• Neutral Sentiment: Parks/experiences updates remain steady — Disney World is reopening a classic ride after a major overhaul and park marketing (e.g., new Disney Cruise Line ad) continues to drive demand; positive for attendance but incremental to near-term earnings. Disney World Reopening Classic Ride After Major Overhaul
• Neutral Sentiment: Corporate communications and parks leadership tweaks — Disney named Paul Roeder as chief communications officer and announced theme-park leadership changes; important for messaging and operations but not an immediate financial game-changer. Disney Names Paul Roeder as New Chief Communications Officer
• Negative Sentiment: Legal/PR noise from a complaint by a games executive — A public lawsuit from a senior games exec alleging misconduct and media smear creates reputational risk and potential distraction for the games division; unlikely to be materially earnings‑moving alone but a negative headline. Disney chief behind Star Wars games drops explosive suit against media giant

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.