The Walt Disney Company $DIS Shares Sold by Shell Asset Management Co.

Shell Asset Management Co. reduced its position in shares of The Walt Disney Company (NYSE:DIS) by 70.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 15,468 shares of the entertainment giant’s stock after selling 37,552 shares during the period. Shell Asset Management Co.’s holdings in Walt Disney were worth $1,771,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of DIS. Copeland Capital Management LLC purchased a new stake in shares of Walt Disney during the 3rd quarter valued at approximately $25,000. Strengthening Families & Communities LLC acquired a new position in shares of Walt Disney in the 3rd quarter valued at $29,000. Pilgrim Partners Asia Pte Ltd purchased a new position in shares of Walt Disney during the 3rd quarter worth $33,000. Total Investment Management Inc. acquired a new stake in shares of Walt Disney during the 2nd quarter worth about $37,000. Finally, Howard Hughes Medical Institute purchased a new stake in Walt Disney in the 2nd quarter valued at about $48,000. 65.71% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on DIS. KeyCorp reiterated a “sector weight” rating on shares of Walt Disney in a research report on Friday, November 14th. TD Cowen reiterated a “hold” rating and issued a $123.00 target price on shares of Walt Disney in a report on Tuesday, February 3rd. Phillip Securities upgraded Walt Disney to a “moderate buy” rating in a research note on Monday, January 12th. 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. Finally, Evercore increased 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. Seventeen investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $135.80.

Key Headlines Impacting Walt Disney

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

• Positive Sentiment: Disney’s sizable investment in generative AI and a reported “billion-dollar OpenAI bet” signals dealmaking and technology-driven content/production upside that could lift margins and content velocity over time. Read More.
• Positive Sentiment: Company plans a big 2027 Super Bowl push (including a ManningCast tie-in), which points to ad/revenue opportunities and cross-platform promotion across Disney’s networks and streaming services. Read More.
• Positive Sentiment: Park and IP product refreshes — new animatronics (Frozen Ever After) and rotating classic animatronic shows at Disneyland — support attendance and guest-spend narratives. These operational improvements are tangible catalysts for parks revenue. Read More. / Read More.
• Neutral Sentiment: Disney has filed a patent for an articulating-arm ride system — a long-term innovation that could improve ride design but is not an immediate revenue driver. Read More.
• Negative Sentiment: Disney launched a $4 billion senior notes offering — the sizable new debt issuance is seen by markets as a near-term negative, pressuring the stock and raising concerns about capital allocation and leverage. Read More.
• Negative Sentiment: Market commentary linked the $4B borrowing to downward pressure on the stock; some analysts and reports flagged the move as a catalyst for recent share weakness. Read More.
• Negative Sentiment: Regulatory/privacy headwinds: Disney agreed to pay about $2.75M to settle alleged CCPA violations in California and has settled a related multimillion-dollar streaming data suit; broader probes of streaming data practices remain active — ongoing regulatory risk and reputational headlines. Read More. / Read More.
• Negative Sentiment: High-profile criticism from former CEO Michael Eisner calling parks “too expensive” and criticizing past leadership adds negative PR that could shape public debate about pricing and attendance. Read More.

Walt Disney Trading Up 3.0%

NYSE:DIS opened at $105.46 on Monday. The firm has a market cap of $186.82 billion, a PE ratio of 15.51, a price-to-earnings-growth ratio of 1.44 and a beta of 1.43. The stock has a fifty day moving average price of $111.06 and a 200 day moving average price of $112.07. The Walt Disney Company has a 12-month low of $80.10 and a 12-month high of $124.69. 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 issued 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 earned $1.40 EPS. Walt Disney’s revenue was up 5.2% on a year-over-year basis. Sell-side analysts anticipate that The Walt Disney Company will post 5.47 earnings per share for the current fiscal year.

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.