The Walt Disney Company $DIS Shares Sold by Atria Investments Inc

Atria Investments Inc lessened its holdings in The Walt Disney Company (NYSE:DIS) by 14.6% in the fourth quarter, HoldingsChannel.com reports. The firm owned 160,745 shares of the entertainment giant’s stock after selling 27,535 shares during the period. Atria Investments Inc’s holdings in Walt Disney were worth $18,288,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently added to or reduced their stakes in DIS. Varma Mutual Pension Insurance Co boosted 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 acquiring an additional 23,100 shares during the period. Baron Silver Stevens Financial Advisors LLC raised its stake in shares of 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 valued at $1,187,000 after purchasing an additional 7,357 shares in the last quarter. Rakuten Investment Management Inc. bought a new stake in shares of Walt Disney during the third quarter valued at about $21,177,000. Cullen Capital Management LLC raised its position in Walt Disney by 18.2% in the third quarter. Cullen Capital Management LLC now owns 38,973 shares of the entertainment giant’s stock worth $4,462,000 after acquiring an additional 5,991 shares in the last quarter. Finally, UMB Bank n.a. raised its position in Walt Disney by 119.8% in the third quarter. UMB Bank n.a. now owns 147,521 shares of the entertainment giant’s stock worth $16,891,000 after acquiring an additional 80,395 shares in the last quarter. Institutional investors and hedge funds own 65.71% of the company’s stock.

Key Stories Impacting Walt Disney

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

• Positive Sentiment: Disney received a bullish analyst note, with Phillip Securities upgrading the stock from “moderate buy” to “strong-buy,” which can support investor confidence in the name. Zacks.com
• Positive Sentiment: Analysts highlighted roughly 20% upside to Disney shares, citing progress toward streaming profitability and the strength of Disney’s broader media, parks, and entertainment ecosystem. Article
• Positive Sentiment: Disney’s upfront presentation and executive comments emphasized cross-platform advertising scale, live events, and major franchises such as the Grammys, Super Bowl, and Oscars, reinforcing the company’s monetization story. Article
• Positive Sentiment: Disney also promoted upcoming content and brand strength, including new streaming releases like “Avatar: Fire and Ash” and “VisionQuest,” plus strong awards-season recognition at the Golden Trailer Awards. Article
• Neutral Sentiment: Reports that Disney World president Jeff Vahle plans to step down in 2026 are more of an organizational change than a clear business catalyst, so the market impact is likely limited. Article
• Negative Sentiment: Investors are watching growing FCC scrutiny of Disney’s media operations, which could increase compliance risk and pressure flexibility in its broadcast and cable businesses. Article
• Negative Sentiment: News of Disney permanently shutting down a popular section of a park may create some near-term negative sentiment around the parks segment, even if the financial impact is unclear. Article

Wall Street Analysts Forecast Growth

Several research firms have issued reports on DIS. Wells Fargo & Company cut their price objective on Walt Disney from $148.00 to $146.00 and set an “overweight” rating on the stock in a report on Thursday, May 7th. UBS Group reaffirmed a “mixed” rating on shares of Walt Disney in a research note on Monday, February 2nd. Guggenheim boosted their price target on Walt Disney from $115.00 to $120.00 and gave the company a “buy” rating in a research note on Thursday, May 7th. 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. Finally, Morgan Stanley initiated coverage on Walt Disney in a report on Tuesday, February 3rd. They issued an “overweight” rating and a $135.00 target price for the company. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $134.47.

Walt Disney Stock Performance

Shares of NYSE DIS opened at $104.90 on Thursday. The business has a fifty day simple moving average of $100.92 and a 200 day simple moving average of $106.42. The company has a current ratio of 0.68, a quick ratio of 0.62 and a debt-to-equity ratio of 0.33. The firm has a market capitalization of $182.16 billion, a price-to-earnings ratio of 16.76, a PEG ratio of 1.39 and a beta of 1.41. The Walt Disney Company has a one year low of $92.18 and a one year high of $124.69.

Walt Disney (NYSE:DIS) last issued its earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 EPS for the quarter, beating analysts’ consensus estimates of $1.49 by $0.08. The business had revenue of $25.17 billion during the quarter, compared to analyst estimates of $24.87 billion. Walt Disney had a return on equity of 8.92% and a net margin of 11.54%.Walt Disney’s revenue was up 6.5% on a year-over-year basis. During the same period in the prior year, the company posted $1.45 earnings per share. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. Sell-side analysts expect that The Walt Disney Company will post 6.82 EPS for the current 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.