The Walt Disney Company $DIS Shares Sold by Rathbones Group PLC

Rathbones Group PLC lowered its position in The Walt Disney Company (NYSE:DIS) by 20.4% during the third quarter, according to its most recent filing with the SEC. The institutional investor owned 736,197 shares of the entertainment giant’s stock after selling 188,252 shares during the period. Rathbones Group PLC’s holdings in Walt Disney were worth $84,295,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of DIS. Brighton Jones LLC boosted its position in Walt Disney by 7.7% during the fourth quarter. Brighton Jones LLC now owns 26,767 shares of the entertainment giant’s stock worth $2,980,000 after acquiring an additional 1,904 shares during the last quarter. Sivia Capital Partners LLC raised its holdings in Walt Disney by 31.9% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,470 shares of the entertainment giant’s stock valued at $678,000 after acquiring an additional 1,322 shares during the last quarter. Schnieders Capital Management LLC. lifted its stake in Walt Disney by 16.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 17,955 shares of the entertainment giant’s stock worth $2,227,000 after purchasing an additional 2,503 shares in the last quarter. Ethos Financial Group LLC boosted its holdings in shares of Walt Disney by 32.2% during the 2nd quarter. Ethos Financial Group LLC now owns 3,081 shares of the entertainment giant’s stock worth $384,000 after purchasing an additional 750 shares during the last quarter. Finally, Atlas Legacy Advisors LLC acquired a new position in shares of Walt Disney during the 2nd quarter worth approximately $235,000. Hedge funds and other institutional investors own 65.71% of the company’s stock.

Key Walt Disney News

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

• Positive Sentiment: Summer booking incentive — Disney is offering a free dining plan to Disney Visa cardmembers for select Walt Disney World stays, a targeted promotion that can boost room and F&B revenue during peak months and help fill discretionary spending categories. Disney Visa Cardmembers Can Get a Free Dining Plan at Walt Disney World in Today’s Daily Recap for 03/05/2026
• Positive Sentiment: Disney Cruise Line expansion — The Disney Adventure was christened in Singapore, reinforcing international cruise growth and incremental revenue opportunities outside North America. Global fleet momentum can support recurring revenue and margin mix improvements. Disney Cruise Line Christens the Disney Adventure in Singapore
• Positive Sentiment: Content upside — Pixar’s Hoppers is being positioned to capitalize on a viral meme, which could translate into stronger-than-expected box office and downstream streaming/licensing revenue if audience interest scales. Positive box-office surprises lift IP monetization across windows. Disney Pixar’s ‘Hoppers’ seeks to turn viral meme into box office gold
• Positive Sentiment: Parks investment — Disneyland’s $60M Avengers Campus expansion and other ride/upkeep projects signal continued capital spending to drive attendance and per-capita spending. These investments support long‑term park revenue growth. Disneyland offers behind-the-scenes tour of $60 million Avengers Campus expansion
• Neutral Sentiment: Leadership and liquidity debate — Coverage highlights Bob Iger stepping aside for parks chief Josh D’Amaro and the company’s $9.25B credit facility. Investors view this as mixed: it secures liquidity but raises execution and succession questions. Expect continued volatility while markets price leadership transition risk vs. stabilized financing. Disney Bull vs Bear: What Big Changes at the Entertainment Giant Really Mean for Investors
• Neutral Sentiment: Valuation debate persists — Analyst notes and fair‑value models cluster around ~$130 per share, underscoring a split between IP-driven upside and execution/earnings risk; this keeps the trading range relatively compressed until clearer fundamentals or guidance emerge. Why The Narrative Around Walt Disney (DIS) Is Shifting As Fair Value And IP Debates Collide
• Neutral Sentiment: Anniversary PR and nostalgia — Multiple stories and a downtown Orlando plaque commemorating the original 1965 “Florida Project” announcement create positive brand headlines but are unlikely to move near-term fundamentals materially. Orlando & Disney Unveil Plaque at the Site of Historic ‘The Florida Project’ Announcement
• Negative Sentiment: Safety/PR risk — A former safari driver alleges staff are trained to drive away if someone falls into a crocodile pit. That claim creates reputational risk, potential regulatory attention, and possible liability exposure if substantiated — factors that can pressure sentiment and attendance if amplified. “They’re not saving that baby”: Former Disney World safari driver says staff are trained to drive away if someone falls into crocodile pit

Wall Street Analysts Forecast Growth

Several research firms recently commented on DIS. UBS Group reaffirmed a “mixed” rating on shares of Walt Disney in a report on Monday, February 2nd. Raymond James Financial reissued a “market perform” rating on shares of Walt Disney in a research note on Friday, November 14th. Evercore raised their target price on Walt Disney from $140.00 to $142.00 and gave the stock an “outperform” rating in a research note on Friday, November 14th. Barclays reiterated an “overweight” rating on shares of Walt Disney in a report on Monday, February 2nd. Finally, Needham & Company LLC reissued a “buy” rating and issued a $125.00 price objective on shares of Walt Disney in a report on Monday, February 2nd. Seventeen analysts have rated the stock with a Buy rating, six have assigned 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 price target of $135.80.

Walt Disney Stock Down 0.8%

Shares of NYSE:DIS opened at $101.57 on Friday. The company has a market capitalization of $179.93 billion, a price-to-earnings ratio of 14.94, a PEG ratio of 1.38 and a beta of 1.42. The Walt Disney Company has a 12-month low of $80.10 and a 12-month high of $124.69. The business has a 50-day moving average price of $109.07 and a 200 day moving average price of $110.94. 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 posted its earnings results 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 for the quarter, compared to analysts’ expectations of $25.54 billion. During the same quarter in the prior year, the company posted $1.40 earnings per share. Walt Disney’s revenue for the quarter was up 5.2% compared to the same quarter last year. Sell-side analysts expect that The Walt Disney Company will post 5.47 EPS 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.