Oppenheimer & Co. Inc. Sells 6,403 Shares of The Walt Disney Company $DIS

Oppenheimer & Co. Inc. trimmed its position in The Walt Disney Company (NYSE:DIS) by 6.1% during the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 97,921 shares of the entertainment giant’s stock after selling 6,403 shares during the period. Oppenheimer & Co. Inc.’s holdings in Walt Disney were worth $11,140,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently bought and sold shares of the company. Varma Mutual Pension Insurance Co grew its holdings in shares of Walt Disney by 8.8% during the third quarter. Varma Mutual Pension Insurance Co now owns 284,894 shares of the entertainment giant’s stock worth $32,620,000 after purchasing an additional 23,100 shares during the last quarter. Sterling Investment Counsel LLC boosted its holdings in Walt Disney by 130.5% in the third quarter. Sterling Investment Counsel LLC now owns 13,590 shares of the entertainment giant’s stock valued at $1,556,000 after acquiring an additional 7,695 shares during the last quarter. Baron Silver Stevens Financial Advisors LLC lifted its stake in Walt Disney by 244.6% in the third quarter. Baron Silver Stevens Financial Advisors LLC now owns 10,365 shares of the entertainment giant’s stock valued at $1,187,000 after buying an additional 7,357 shares during the period. Rakuten Investment Management Inc. acquired a new position in Walt Disney in the third quarter valued at approximately $21,177,000. Finally, UMB Bank n.a. lifted its stake in Walt Disney by 119.8% in the third quarter. UMB Bank n.a. now owns 147,521 shares of the entertainment giant’s stock valued at $16,891,000 after buying an additional 80,395 shares during the period. 65.71% of the stock is currently owned by institutional investors.

Walt Disney Stock Down 0.5%

DIS opened at $103.18 on Friday. The company has a debt-to-equity ratio of 0.31, a current ratio of 0.67 and a quick ratio of 0.61. The company’s 50-day moving average is $100.85 and its 200 day moving average is $106.79. The Walt Disney Company has a fifty-two week low of $89.61 and a fifty-two week high of $124.69. The firm has a market capitalization of $182.79 billion, a P/E ratio of 15.17, a PEG ratio of 1.45 and a beta of 1.42.

Walt Disney (NYSE:DIS) last released its quarterly earnings results 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. 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 for the quarter, compared to analyst estimates of $25.54 billion. During the same period last year, the firm earned $1.40 earnings per share. The firm’s revenue was up 5.2% on a year-over-year basis. Research analysts expect that The Walt Disney Company will post 6.61 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several research firms have recently commented on DIS. Jefferies Financial Group decreased their price objective on Walt Disney from $136.00 to $132.00 and set a “buy” rating for the company in a report on Tuesday, February 3rd. Raymond James Financial upgraded Walt Disney from a “market perform” rating to an “outperform” rating and set a $115.00 price objective for the company in a report on Wednesday, April 1st. TD Cowen restated a “hold” rating and set a $123.00 price objective on shares of Walt Disney in a report on Tuesday, February 3rd. Wells Fargo & Company cut their price target on Walt Disney from $150.00 to $148.00 and set an “overweight” rating for the company in a research note on Friday, March 27th. Finally, The Goldman Sachs Group reissued a “buy” rating and issued a $151.00 price objective on shares of Walt Disney in a research note on Monday, February 2nd. Seventeen investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $133.53.

Key Walt Disney News

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

• Positive Sentiment: Morgan Stanley says live entertainment should hold value as AI commoditizes content, highlighting Disney’s advantage with theme parks and live experiences as a durable revenue stream. Live Entertainment Poised to Capture Value in AI-Driven Content Surge, Morgan Stanley Says
• Positive Sentiment: Some sell-side analysts remain upbeat: a recent note sets a $133.53 price target for DIS, and coverage shows continued Wall Street optimism that can support the stock if near‑term results meet expectations. Analysts Set The Walt Disney Company (NYSE:DIS) PT at $133.53
• Neutral Sentiment: Forbes outlines Disney’s pricing strategy to spread crowds and lift per‑capita revenue at parks — this is a revenue‑management move that could boost margins but risks guest pushback if perceived as price gouging. Inside Disney’s Pricing Strategy To Level Out Crowds During Summer And Beyond
• Neutral Sentiment: Zacks previews Q2 metrics and Wall Street projections — investors will be watching subscriber trends, park attendance and ad/syndication revenues for signs the recovery continues into Q2. Seeking Clues to Disney (DIS) Q2 Earnings? A Peek Into Wall Street Projections for Key Metrics
• Neutral Sentiment: Disney is cutting stock‑based compensation for some tech roles (reduces payroll expense but may affect retention), and the company is rolling internal AI adoption programs — both speak to cost control and operational shifts rather than immediate revenue changes. Disney is slashing stock-based compensation for some tech employees
• Negative Sentiment: The FCC has launched an early review of Disney’s broadcast licenses, creating regulatory uncertainty that could affect valuation of Disney’s core broadcast assets and generate headline risk. FCC Review Puts Disney Broadcast Licenses And Valuation In Focus
• Negative Sentiment: Backlash over Marvel layoffs (public criticism from talent) adds to short‑term PR and morale concerns; while cost cuts may help margins, negative headlines can pressure sentiment around content strategy and talent pipelines. Evangeline Lilly Calls Disney’s Marvel Layoffs “Disgusting And Horrible”

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.