Marshfield Associates Raises Stake in The Walt Disney Company $DIS

Marshfield Associates grew its stake in The Walt Disney Company (NYSE:DIS) by 3.8% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,634,873 shares of the entertainment giant’s stock after acquiring an additional 60,107 shares during the quarter. Walt Disney comprises approximately 3.2% of Marshfield Associates’ investment portfolio, making the stock its 14th biggest position. Marshfield Associates’ holdings in Walt Disney were worth $187,193,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of DIS. Copeland Capital Management LLC purchased a new stake in shares of Walt Disney in the third quarter valued at about $25,000. Strengthening Families & Communities LLC purchased a new position in Walt Disney during the third quarter worth about $29,000. JPL Wealth Management LLC purchased a new position in Walt Disney during the third quarter worth about $30,000. Pilgrim Partners Asia Pte Ltd acquired a new position in Walt Disney in the 3rd quarter valued at about $33,000. Finally, Bare Financial Services Inc boosted its holdings in Walt Disney by 48.5% in the 3rd quarter. Bare Financial Services Inc now owns 291 shares of the entertainment giant’s stock valued at $33,000 after purchasing an additional 95 shares during the last quarter. Hedge funds and other institutional investors own 65.71% of the company’s stock.

Walt Disney Price Performance

Shares of DIS opened at $98.55 on Tuesday. The firm has a 50-day simple moving average of $107.44 and a two-hundred day simple moving average of $110.15. The stock has a market cap of $174.58 billion, a PE ratio of 14.49, a P/E/G ratio of 1.35 and a beta of 1.42. The Walt Disney Company has a 1-year low of $80.10 and a 1-year high of $124.69. The company has a debt-to-equity ratio of 0.31, a current ratio of 0.67 and a quick ratio of 0.61.

Walt Disney (NYSE:DIS) last issued its quarterly earnings data on Monday, February 2nd. The entertainment giant reported $1.63 EPS for the quarter, topping the consensus estimate 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 for the quarter, compared to analyst estimates of $25.54 billion. During the same period in the prior year, the business posted $1.40 EPS. The business’s revenue for the quarter was up 5.2% compared to the same quarter last year. As a group, analysts forecast that The Walt Disney Company will post 5.47 EPS for the current year.

Trending Headlines about Walt Disney

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

• Positive Sentiment: Disney says its streaming business has moved past breakeven and ESPN closed a broad NFL deal that includes distribution and an equity stake for the league, improving the company’s profit mix and long‑term revenue outlook. Disney’s Streaming Profit Turn and ESPN NFL Deal Reframe Investment Case
• Positive Sentiment: Disney and NVIDIA unveiled a real‑world, AI/robotics “Olaf” demonstrator at GTC — a visible example of Disney leveraging advanced tech for IP experiences (parks, live events, merchandising/licensing). This underscores innovation that could drive premium guest experiences and new revenue streams. Jensen Huang Calls Robotics A ‘$50 Trillion Industry’ As Nvidia And Disney Bring ‘Frozen’ Character ‘Olaf’ To Life At GTC 2026
• Positive Sentiment: Disney moved the Disney Games & Epic Games partnership into the Entertainment org under Dana Walden, signaling tighter alignment of games, streaming and IP strategy (could accelerate monetization of gaming/digital experiences). Disney Games & Epic Games Partnership Officially Move to Entertainment from Experiences Under Walden Leadership
• Positive Sentiment: Walt Disney is refreshing park offerings (classic ride reopening) and continues heavy parks investment — parks remain a cash engine and benefit from leadership with deep parks experience. Disney World Reopening Classic Ride After Major Overhaul
• Neutral Sentiment: Dana Walden unveiled a consolidated Disney Entertainment leadership structure (streaming, film, TV, games) — organizational clarity can help execution but market impact depends on execution and timeline. Dana Walden Sets Leadership Team at Disney Entertainment
• Neutral Sentiment: Analyst and media coverage (Zacks, Motley Fool, Seeking Alpha) is spotlighting Disney as a watchlist name — keep an eye on valuation metrics and forward EPS estimates in those writeups. The Walt Disney Company (DIS) is Attracting Investor Attention
• Negative Sentiment: Bob Iger’s second run as CEO has ended and Josh D’Amaro is taking over — leadership transitions introduce short‑term uncertainty as investors reassess strategy, given Iger’s strong influence on value creation. Josh D’Amaro takes over for Bob Iger as CEO of Disney
• Negative Sentiment: Legal noise: a former Star Wars games executive filed suit alleging media misconduct — reputational/legal distractions can draw attention but are unlikely to be material unless escalated. Disney chief behind Star Wars games drops explosive suit against media giant

Analysts Set New Price Targets

A number of brokerages have recently issued reports on DIS. Citigroup cut their price target on shares of Walt Disney from $145.00 to $140.00 and set a “buy” rating for the company in a report on Friday, January 16th. Wells Fargo & Company decreased their price objective on Walt Disney from $152.00 to $150.00 and set an “overweight” rating on the stock in a report on Tuesday, February 3rd. TD Cowen reiterated a “hold” rating and issued a $123.00 price objective on shares of Walt Disney in a research report on Tuesday, February 3rd. Morgan Stanley initiated coverage on Walt Disney in a research note on Tuesday, February 3rd. They set an “overweight” rating and a $135.00 target price for the company. Finally, Guggenheim restated a “buy” rating and issued a $140.00 target price on shares of Walt Disney in a research report on Tuesday, February 3rd. Seventeen investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $135.80.

Walt Disney Company 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.