The Walt Disney Company $DIS Position Trimmed by J. Safra Sarasin Holding AG

J. Safra Sarasin Holding AG cut its stake in shares of The Walt Disney Company (NYSE:DIS) by 93.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 14,813 shares of the entertainment giant’s stock after selling 202,314 shares during the quarter. J. Safra Sarasin Holding AG’s holdings in Walt Disney were worth $1,685,000 at the end of the most recent reporting period.

Several other institutional investors have also made changes to their positions in 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 valued at $32,620,000 after buying an additional 23,100 shares in the last quarter. Sterling Investment Counsel LLC increased 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 worth $1,556,000 after buying an additional 7,695 shares during the last quarter. SVB Wealth LLC acquired a new position in shares of Walt Disney during the 2nd quarter worth $1,352,000. Baron Silver Stevens Financial Advisors LLC increased its position in Walt Disney by 244.6% during the third quarter. Baron Silver Stevens Financial Advisors LLC now owns 10,365 shares of the entertainment giant’s stock worth $1,187,000 after buying an additional 7,357 shares during the last quarter. Finally, Rakuten Investment Management Inc. acquired a new position in shares of Walt Disney during the 3rd quarter valued at about $21,177,000. 65.71% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Walt Disney

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

• Positive Sentiment: Streaming profits and Q1 beat — Disney reported Q1 revenue that topped estimates and disclosed streaming operating income up ~72% year-over-year, a sign the turnaround in streaming economics is real. Streaming Profits Are Up 72%
• Positive Sentiment: New Paris attraction rollout — Disney unveiled the World of Frozen/Disney Adventure World transformation at Disneyland Paris, a major parks catalyst that supports near-term attendance/revenue optimism. Disney brings ‘Frozen’ to Paris
• Positive Sentiment: Analyst support — Needham reiterated a Buy and a $125 price target, reinforcing the view that Disney can reassert its media identity and earn a valuation rerating. Needham Buy Rating
• Positive Sentiment: Marketing / consumer engagement — Free pop-up events in Houston (Hermann Park) help drive brand engagement and short-term consumer interest in parks and trips. Disney pop-up in Houston
• Neutral Sentiment: D23 planning and merchandising — Disney confirmed 2026 D23 ticketing and continues product rollouts (new Star Wars and R2‑D2 merchandise), steady engagement but limited immediate financial impact. D23 ticket info Merch releases
• Neutral Sentiment: Corporate honors / community items — Announcements like Disney Legends honorees and university talks are PR-positive but unlikely to move fundamentals. Disney Legends
• Negative Sentiment: AI and partnership setbacks — High-profile failures (the collapsed Sora/OpenAI initiative and a malfunctioning Nvidia-powered Olaf at Disneyland Paris) have raised doubts about some tech investments and created near-term PR/headline risk. Sora/OpenAI coverage Olaf malfunction
• Negative Sentiment: Tech partnerships and execution worries — Reports of setbacks around Epic Games and other tech bets have pressured sentiment and contributed to DIS still being below prior highs despite operational improvements. Partnership setbacks

Analyst Ratings Changes

DIS has been the topic of a number of research analyst reports. Guggenheim lowered their target price on shares of Walt Disney from $140.00 to $115.00 and set a “buy” rating on the stock in a research note on Wednesday, March 18th. The Goldman Sachs Group reissued a “buy” rating and issued a $151.00 price objective on shares of Walt Disney in a research report on Monday, February 2nd. Phillip Securities upgraded shares of Walt Disney to a “moderate buy” rating in a research note on Monday, January 12th. Needham & Company LLC restated a “buy” rating and issued a $125.00 price target on shares of Walt Disney in a research report on Tuesday. Finally, Weiss Ratings downgraded shares of Walt Disney from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, February 3rd. Seventeen investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $134.00.

Walt Disney Price Performance

Shares of NYSE:DIS opened at $96.31 on Wednesday. The firm has a market capitalization of $170.61 billion, a PE ratio of 14.16, a PEG ratio of 1.32 and a beta of 1.42. The company has a current ratio of 0.67, a quick ratio of 0.61 and a debt-to-equity ratio of 0.31. The Walt Disney Company has a 1-year low of $80.10 and a 1-year high of $124.69. The business’s 50 day moving average is $103.90 and its 200-day moving average is $108.55.

Walt Disney (NYSE:DIS) last issued 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. The business had revenue of $25.98 billion during the quarter, compared to analyst estimates of $25.54 billion. Walt Disney had a return on equity of 8.90% and a net margin of 12.80%.Walt Disney’s revenue was up 5.2% on a year-over-year basis. During the same period in the prior year, the company posted $1.40 earnings per share. Sell-side analysts predict that The Walt Disney Company will post 5.47 earnings per share for the current year.

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.