Elevation Point Wealth Partners LLC Reduces Stake in The Walt Disney Company $DIS

Elevation Point Wealth Partners LLC lessened its stake in shares of The Walt Disney Company (NYSE:DIS) by 25.3% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 42,064 shares of the entertainment giant’s stock after selling 14,259 shares during the quarter. Elevation Point Wealth Partners LLC’s holdings in Walt Disney were worth $4,816,000 at the end of the most recent reporting period.

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

Key Headlines Impacting Walt Disney

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

• Positive Sentiment: Walt Disney World set reopening dates for several refreshed attractions (including the revamped Buzz Lightyear ride and Big Thunder Mountain), which should help drive park traffic and F&B/merchandise spend as seasonal travel picks up. Walt Disney World announces reopening dates for Buzz Lightyear, Big Thunder Mountain
• Positive Sentiment: Disney is rolling out new family experiences and a “Cool KIDS’ SUMMER” program with refreshed attractions and summer savings, plus the return of select free-dining promotions — initiatives that can stimulate bookings and incremental park revenue for the high season. Walt Disney World Launches New Family Experiences, Refreshed Attractions and Summer Savings for Cool KIDS’ SUMMER
• Positive Sentiment: Disney+ content additions: the children’s hit Bluey is getting a firm arrival date on Disney+, and a new Star Wars series (Maul: Shadow Lord) launches in April — fresh originals that help engagement and retention on the streaming platform. Disney World Announces Exactly When Bluey Will Finally Arrive
• Positive Sentiment: Leadership update: Disney named Paul Roeder as Chief Communications Officer (effective March 19), a senior internal hire under incoming CEO Josh D’Amaro that suggests management is stabilizing communications and strategy ahead of operational initiatives. Paul Roeder Named Chief Communications Officer of The Walt Disney Company
• Neutral Sentiment: Promotional/consumer coverage such as guides to park footwear and lifestyle pieces are driving consumer interest but have little direct financial impact; they do reflect ongoing consumer engagement with the parks. I Visit Disney World Every Month & These Are the Most Supportive Sneakers for Walking 10+ Miles at the Parks
• Neutral Sentiment: Analyst/market takes: commentary noting Disney’s attractive valuation and strategic moves (e.g., NFL rights) highlight upside catalysts but caution about lingering execution risks; these views can influence investor sentiment without immediate revenue impact. Walt Disney Stock Looks Cheap. But Is It a Buy?
• Negative Sentiment: Ad-revenue competition: a report highlights YouTube generating more ad revenue in 2025 than Disney and several legacy media companies, underlining margin pressure and the challenge of monetizing streaming at scale. YouTube Out Earns Disney, Paramount, Warner Bros, and More Just From Ad Revenue in 2025

Walt Disney Price Performance

Shares of NYSE DIS opened at $99.29 on Friday. The company has a debt-to-equity ratio of 0.31, a quick ratio of 0.61 and a current ratio of 0.67. The company has a 50 day simple moving average of $107.75 and a two-hundred day simple moving average of $110.34. The Walt Disney Company has a fifty-two week low of $80.10 and a fifty-two week high of $124.69. The company has a market capitalization of $175.89 billion, a price-to-earnings ratio of 14.60, a P/E/G ratio of 1.35 and a beta of 1.42.

Walt Disney (NYSE:DIS) last posted its quarterly earnings results on Monday, February 2nd. The entertainment giant reported $1.63 earnings per share for the quarter, topping the consensus estimate of $1.57 by $0.06. Walt Disney had a return on equity of 8.90% and a net margin of 12.80%.The company had revenue of $25.98 billion for the quarter, compared to the consensus estimate of $25.54 billion. During the same quarter in the prior year, the business posted $1.40 EPS. The firm’s quarterly revenue was up 5.2% compared to the same quarter last year. Analysts expect that The Walt Disney Company will post 5.47 EPS for the current fiscal year.

Analysts Set New Price Targets

Several analysts have weighed in on the stock. TD Cowen reissued 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 dropped 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. Phillip Securities raised shares of Walt Disney to a “moderate buy” rating in a research note on Monday, January 12th. The Goldman Sachs Group reissued a “buy” rating and issued a $151.00 target price on shares of Walt Disney in a research note on Monday, February 2nd. Finally, Citigroup dropped their price objective on Walt Disney from $145.00 to $140.00 and set a “buy” rating for the company in a report on Friday, January 16th. Seventeen research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Walt Disney has a consensus rating of “Moderate Buy” and an average target price of $135.80.

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.