KLCM Advisors Inc. Decreases Holdings in The Walt Disney Company $DIS

KLCM Advisors Inc. lowered its stake in shares of The Walt Disney Company (NYSE:DIS) by 8.8% in the third quarter, Holdings Channel reports. The firm owned 83,117 shares of the entertainment giant’s stock after selling 8,028 shares during the period. Walt Disney accounts for about 0.9% of KLCM Advisors Inc.’s investment portfolio, making the stock its 29th largest position. KLCM Advisors Inc.’s holdings in Walt Disney were worth $9,517,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of the stock. Vanguard Group Inc. boosted its holdings in Walt Disney by 0.4% in the 3rd quarter. Vanguard Group Inc. now owns 158,121,947 shares of the entertainment giant’s stock worth $18,104,963,000 after buying an additional 620,463 shares during the last quarter. State Street Corp raised its holdings in shares of Walt Disney by 0.8% during the second quarter. State Street Corp now owns 79,643,043 shares of the entertainment giant’s stock valued at $9,915,465,000 after acquiring an additional 625,893 shares during the last quarter. Geode Capital Management LLC lifted its position in shares of Walt Disney by 1.2% in the second quarter. Geode Capital Management LLC now owns 39,992,231 shares of the entertainment giant’s stock valued at $4,935,928,000 after acquiring an additional 458,077 shares in the last quarter. Norges Bank purchased a new stake in shares of Walt Disney during the second quarter worth approximately $2,618,295,000. Finally, Ameriprise Financial Inc. increased its position in shares of Walt Disney by 7.6% during the second quarter. Ameriprise Financial Inc. now owns 15,258,722 shares of the entertainment giant’s stock worth $1,892,393,000 after purchasing an additional 1,080,427 shares in the last quarter. Institutional investors and hedge funds own 65.71% of the company’s stock.

Key Headlines Impacting Walt Disney

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

• Positive Sentiment: New content and live‑sports expansion should help Disney+ and ad/sponsorship revenue — Disney’s recent NFL deal and stronger sports push are highlighted as a strategic win for monetization and subscriber engagement. Walt Disney Stock Looks Cheap. But Is It a Buy?
• Positive Sentiment: New Star Wars series (Maul: Shadow Lord) premieres April 6 — a high‑profile franchise release that can drive Disney+ viewership and merchandising in the near term. Disney’s New Star Wars Series Begins on April 6
• Positive Sentiment: Parks leadership shuffle creates continuity as Josh D’Amaro moves toward CEO — Thomas Mazloum named Chairman, Disney Experiences, and other Parks & Cruises appointments aim to keep the parks expansion and $60B growth plan on track. Operational stability at the parks/cruises business supports a material revenue stream. Disney Names Thomas Mazloum As New Head Of Experiences
• Neutral Sentiment: Corporate governance event: Disney will webcast its annual shareholders’ meeting on March 18 — useful for investor questions and management guidance but unlikely to move the stock materially unless new guidance is provided. The Walt Disney Company to Webcast Its Annual Meeting of Shareholders
• Neutral Sentiment: Park merchandising and attraction updates (Winnie‑the‑Pooh anniversary, new rides) provide steady ancillary revenue and brand engagement but are incremental. Disney Teases Winnie the Pooh 100th Anniversary Merchandise With a Look at the Past
• Negative Sentiment: Advertising competition intensifies — YouTube’s 2025 ad revenue now outpaces Disney’s media business (and rivals combined in some reports), signaling structural pressure on Disney’s ad revenue and margins. This is a major sectoral headwind for the company’s Media & Entertainment earnings. YouTube Out Earns Disney, Paramount, Warner Bros, and More Just From Ad Revenue in 2025
• Negative Sentiment: Investor skepticism and short pressure — Disney remains among the most shorted Dow stocks, reflecting bearish views on content growth and valuation; this can amplify downside moves and volatility. Disney (DIS) Is One of the Most Shorted Dow Stocks: The Contrarian Bear Case
• Negative Sentiment: IP pipeline concerns — analysis noting Disney has launched relatively few new franchises this century raises questions about long‑term organic growth and reliance on legacy IP. Disney Has Only Launched 10 New Franchises in the 21st Century

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on DIS. Evercore raised their price objective on Walt Disney from $140.00 to $142.00 and gave the company an “outperform” rating in a report on Friday, November 14th. Morgan Stanley began coverage on shares of Walt Disney in a research report on Tuesday, February 3rd. They issued an “overweight” rating and a $135.00 target price for the company. Raymond James Financial reissued a “market perform” rating on shares of Walt Disney in a research note on Friday, November 14th. UBS Group restated a “mixed” rating on shares of Walt Disney in a research report on Monday, February 2nd. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and set a $151.00 price objective 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, the company presently has an average rating of “Moderate Buy” and a consensus price target of $135.80.

Walt Disney Stock Down 0.4%

NYSE DIS opened at $100.87 on Thursday. The business’s fifty day simple moving average is $108.29 and its 200-day simple moving average is $110.60. 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 firm has a market cap of $178.69 billion, a PE ratio of 14.83, a P/E/G ratio of 1.38 and a beta of 1.42. The Walt Disney Company has a 52 week low of $80.10 and a 52 week high of $124.69.

Walt Disney (NYSE:DIS) last announced its quarterly earnings data on Monday, February 2nd. The entertainment giant reported $1.63 earnings per share (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 firm had revenue of $25.98 billion during the quarter, compared to analyst estimates of $25.54 billion. During the same quarter in the prior year, the firm posted $1.40 earnings per share. Walt Disney’s quarterly revenue was up 5.2% on a year-over-year basis. As a group, equities analysts anticipate that The Walt Disney Company will post 5.47 earnings per share for the current year.

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.