Massachusetts Financial Services Co. MA Has $290.81 Million Stock Holdings in The Walt Disney Company $DIS

Massachusetts Financial Services Co. MA decreased its stake in The Walt Disney Company (NYSE:DIS) by 44.4% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,539,836 shares of the entertainment giant’s stock after selling 2,024,949 shares during the period. Massachusetts Financial Services Co. MA’s holdings in Walt Disney were worth $290,811,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Copeland Capital Management LLC bought a new position in Walt Disney in the third quarter valued at approximately $25,000. DiNuzzo Private Wealth Inc. raised its stake in shares of Walt Disney by 82.5% during the 2nd quarter. DiNuzzo Private Wealth Inc. now owns 208 shares of the entertainment giant’s stock worth $26,000 after purchasing an additional 94 shares in the last quarter. Harbor Asset Planning Inc. acquired a new stake in shares of Walt Disney in the 2nd quarter valued at approximately $37,000. Total Investment Management Inc. acquired a new stake in shares of Walt Disney in the 2nd quarter valued at approximately $37,000. Finally, Navigoe LLC grew its stake in shares of Walt Disney by 89.2% in the third quarter. Navigoe LLC now owns 403 shares of the entertainment giant’s stock valued at $46,000 after buying an additional 190 shares in the last quarter. Institutional investors and hedge funds own 65.71% of the company’s stock.

Walt Disney News Summary

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

• Positive Sentiment: Dave Filoni named Disney’s new Star Wars chief — a widely respected creative with success on The Clone Wars and The Mandalorian, which investors view as a catalyst for better-managed Star Wars IP and streaming/merchandising upside. Disney Picks a New Star Wars Chief
• Positive Sentiment: Disney creates a unified marketing unit and named Asad Ayaz as first-ever Chief Marketing & Brand Officer — a move aimed at improving cohesion, ad efficiency and cross‑divisional promotion that could help content monetization and park/studio marketing ROI. Disney streamlines marketing into one unit
• Positive Sentiment: Brokerage consensus still leans constructive — a recent roundup shows a “moderate buy” consensus and some analysts retain buy ratings, providing analyst support beneath the shares. Consensus Recommendation
• Neutral Sentiment: Park and consumer updates (new attractions, pricing and visitor guides) keep engagement positive for experiences but are routine and unlikely to move the stock materially on their own. 8 Big Things Changing at Disney World
• Neutral Sentiment: Kathleen Kennedy steps down from Lucasfilm — an important leadership change that is partially offset by Disney installing a high‑profile successor; watch for how this transition is managed operationally. Kathleen Kennedy steps down
• Negative Sentiment: Citigroup trimmed its price target from $145 to $140 (still a Buy) — the cut narrows analyst upside and likely weighed on sentiment even though the rating was maintained. Citigroup price target cut
• Negative Sentiment: Feature pieces highlight the stock’s sluggish performance and risks to CEO Bob Iger’s legacy — narratives about underperformance, streaming profitability and investor patience can amplify downside pressure. Disney’s sluggish stock threatens Iger’s legacy

Analyst Ratings Changes

Several analysts have issued reports on the stock. Wall Street Zen lowered shares of Walt Disney from a “buy” rating to a “hold” rating in a research report on Friday, October 3rd. Guggenheim reaffirmed a “buy” rating and issued a $140.00 target price on shares of Walt Disney in a report on Friday, November 14th. Citigroup reduced their price target on Walt Disney from $145.00 to $140.00 and set a “buy” rating for the company in a report on Friday. KeyCorp reissued a “sector weight” rating on shares of Walt Disney in a research report on Friday, November 14th. Finally, Cowen reaffirmed a “hold” rating on shares of Walt Disney in a research report on Friday, November 14th. Nineteen analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Walt Disney has a consensus rating of “Moderate Buy” and a consensus price target of $135.20.

Walt Disney Stock Performance

DIS opened at $111.35 on Monday. The company has a debt-to-equity ratio of 0.31, a current ratio of 0.71 and a quick ratio of 0.65. The business has a fifty day simple moving average of $110.00 and a 200 day simple moving average of $113.82. The Walt Disney Company has a 1 year low of $80.10 and a 1 year high of $124.69. The company has a market capitalization of $198.79 billion, a PE ratio of 16.23, a price-to-earnings-growth ratio of 1.55 and a beta of 1.44.

Walt Disney (NYSE:DIS) last posted its quarterly earnings data on Thursday, November 13th. The entertainment giant reported $1.11 earnings per share for the quarter, topping the consensus estimate of $1.03 by $0.08. The firm had revenue of $22.46 billion for the quarter, compared to analysts’ expectations of $22.78 billion. Walt Disney had a return on equity of 9.37% and a net margin of 13.14%.The company’s quarterly revenue was down .5% compared to the same quarter last year. During the same quarter last year, the business earned $1.14 EPS. Research analysts expect that The Walt Disney Company will post 5.47 EPS for the current year.

Walt Disney Announces Dividend

The firm also recently disclosed a dividend, which will be paid on Wednesday, July 22nd. Shareholders of record on Tuesday, June 30th will be paid a $0.75 dividend. The ex-dividend date is Tuesday, June 30th. This represents a yield of 139.0%. Walt Disney’s payout ratio is 21.87%.

Walt Disney 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.