Choate Investment Advisors Reduces Holdings in The Walt Disney Company $DIS

Choate Investment Advisors reduced its holdings in shares of The Walt Disney Company (NYSE:DIS) by 6.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 79,627 shares of the entertainment giant’s stock after selling 5,724 shares during the quarter. Choate Investment Advisors’ holdings in Walt Disney were worth $9,059,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also modified their holdings of DIS. Brighton Jones LLC grew its holdings in shares of 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 buying an additional 1,904 shares in the last quarter. Sivia Capital Partners LLC grew its holdings in shares of Walt Disney by 31.9% during the second quarter. Sivia Capital Partners LLC now owns 5,470 shares of the entertainment giant’s stock worth $678,000 after buying an additional 1,322 shares in the last quarter. Schnieders Capital Management LLC. grew its holdings in shares of Walt Disney by 16.2% during the second quarter. Schnieders Capital Management LLC. now owns 17,955 shares of the entertainment giant’s stock worth $2,227,000 after buying an additional 2,503 shares in the last quarter. Main Street Financial Solutions LLC grew its holdings in shares of Walt Disney by 28.6% during the second quarter. Main Street Financial Solutions LLC now owns 8,330 shares of the entertainment giant’s stock worth $1,033,000 after buying an additional 1,855 shares in the last quarter. Finally, Ieq Capital LLC grew its holdings in shares of Walt Disney by 10.8% during the second quarter. Ieq Capital LLC now owns 115,759 shares of the entertainment giant’s stock worth $14,355,000 after buying an additional 11,304 shares in the last quarter. 65.71% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on DIS shares. The Goldman Sachs Group reiterated a “buy” rating and set a $151.00 price target on shares of Walt Disney in a report on Monday, February 2nd. Citigroup raised their target price on shares of Walt Disney from $135.00 to $145.00 and gave the stock a “buy” rating in a research report on Friday, May 8th. Weiss Ratings cut shares of Walt Disney from a “hold (c+)” rating to a “hold (c)” rating in a research report on Wednesday, May 13th. TD Cowen reissued a “hold” rating and issued a $123.00 target price on shares of Walt Disney in a research report on Tuesday, February 3rd. Finally, Phillip Securities raised shares of Walt Disney from a “moderate buy” rating to a “strong-buy” rating in a research report on Monday, May 11th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $134.47.

Walt Disney Trading Up 0.1%

Shares of DIS stock opened at $103.12 on Monday. The stock has a market cap of $179.07 billion, a price-to-earnings ratio of 16.47, a price-to-earnings-growth ratio of 1.35 and a beta of 1.41. The company has a quick ratio of 0.62, a current ratio of 0.68 and a debt-to-equity ratio of 0.33. The Walt Disney Company has a fifty-two week low of $92.18 and a fifty-two week high of $124.69. The firm’s 50 day moving average price is $101.14 and its two-hundred day moving average price is $106.02.

Walt Disney (NYSE:DIS) last announced its quarterly earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 earnings per share for the quarter, beating analysts’ consensus estimates of $1.49 by $0.08. The firm had revenue of $25.17 billion for the quarter, compared to analysts’ expectations of $24.87 billion. Walt Disney had a net margin of 11.54% and a return on equity of 8.92%. Walt Disney’s revenue was up 6.5% compared to the same quarter last year. During the same period in the previous year, the company posted $1.45 earnings per share. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. On average, analysts anticipate that The Walt Disney Company will post 6.85 EPS for the current year.

Walt Disney News Summary

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

• Positive Sentiment: Disney continues to draw bullish investor attention after stronger-than-expected fiscal Q2 results, with analysts highlighting improving streaming, content, and Parks & Experiences performance. Should Disney’s Strong Q2 and Institutional Support Require Action From Walt Disney (DIS) Investors?
• Positive Sentiment: Disney is also benefiting from ongoing interest in its theme parks and consumer products, including new summer attractions, ride updates, and merchandise releases that can support park traffic and spending. Disney World unveils new summer attractions and ride updates
• Neutral Sentiment: Several articles frame Disney as a long-term value name and note that the stock is attracting increased investor and user attention, which may help keep sentiment supported but does not by itself change fundamentals. The Walt Disney Company (DIS) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: Buzz around The Mandalorian and Grogu is turning cautious after the film logged the lowest Thursday preview sales in franchise history, raising concern that opening-weekend box office could come in below expectations. Disney’s ‘Star Wars: The Mandalorian and Grogu’ tallies lowest Thursday preview sales in franchise history
• Negative Sentiment: Disney is facing multiple lawsuits over its use of facial-recognition technology at park entrances, adding legal and reputational risk to its high-margin experiences business. Disney sued over new facial recognition technology at Disneyland entrances

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.