Shell Asset Management Co. Decreases Holdings in The Walt Disney Company $DIS

Shell Asset Management Co. lowered its holdings in The Walt Disney Company (NYSE:DIS) by 70.8% during the third quarter, HoldingsChannel reports. 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 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Norges Bank acquired a new stake in Walt Disney during the second quarter worth approximately $2,618,295,000. Viking Global Investors LP purchased a new position in shares of Walt Disney in the 2nd quarter valued at $725,219,000. Assenagon Asset Management S.A. raised its stake in Walt Disney by 231.4% during the 3rd quarter. Assenagon Asset Management S.A. now owns 4,711,353 shares of the entertainment giant’s stock worth $539,450,000 after acquiring an additional 3,289,707 shares in the last quarter. Boston Partners lifted its position in Walt Disney by 84.2% in the second quarter. Boston Partners now owns 6,921,229 shares of the entertainment giant’s stock valued at $856,582,000 after acquiring an additional 3,162,938 shares during the last quarter. Finally, Laurel Wealth Advisors LLC boosted its stake in Walt Disney by 11,943.6% in the second quarter. Laurel Wealth Advisors LLC now owns 2,827,112 shares of the entertainment giant’s stock valued at $350,590,000 after acquiring an additional 2,803,638 shares in the last quarter. Hedge funds and other institutional investors own 65.71% of the company’s stock.

Walt Disney Trading Up 3.0%

Shares of DIS stock opened at $105.46 on Monday. The Walt Disney Company has a twelve month low of $80.10 and a twelve 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. The business’s 50 day moving average is $111.06 and its two-hundred day moving average is $112.07. The company has a market capitalization of $186.82 billion, a P/E ratio of 15.51, a price-to-earnings-growth ratio of 1.44 and a beta of 1.43.

Walt Disney (NYSE:DIS) last posted its quarterly earnings data on Monday, February 2nd. The entertainment giant reported $1.63 earnings per share for the quarter, beating analysts’ consensus estimates of $1.57 by $0.06. The firm had revenue of $25.98 billion for the quarter, compared to analyst estimates of $25.54 billion. Walt Disney had a net margin of 12.80% and a return on equity of 8.90%. Walt Disney’s quarterly revenue was up 5.2% on a year-over-year basis. During the same period last year, the firm posted $1.40 EPS. Equities analysts forecast that The Walt Disney Company will post 5.47 EPS for the current year.

Walt Disney News Summary

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.

Analyst Ratings Changes

Several equities analysts have issued reports on DIS shares. Evercore raised their price objective on Walt Disney from $140.00 to $142.00 and gave the stock an “outperform” rating in a report on Friday, November 14th. UBS Group reaffirmed a “mixed” rating on shares of Walt Disney in a research report on Monday, February 2nd. Guggenheim reiterated a “buy” rating and issued a $140.00 price objective on shares of Walt Disney in a research note on Tuesday, February 3rd. Wells Fargo & Company lowered their target price on shares of Walt Disney from $152.00 to $150.00 and set an “overweight” rating on the stock in a research report on Tuesday, February 3rd. Finally, TD Cowen reaffirmed a “hold” rating and issued a $123.00 target price on shares of Walt Disney in a report on Tuesday, February 3rd. Seventeen research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target 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.