The Walt Disney Company $DIS Stock Holdings Boosted by Border to Coast Pensions Partnership Ltd

Border to Coast Pensions Partnership Ltd grew its position in shares of The Walt Disney Company (NYSE:DIS) by 14.8% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 577,423 shares of the entertainment giant’s stock after purchasing an additional 74,462 shares during the quarter. Walt Disney accounts for 1.2% of Border to Coast Pensions Partnership Ltd’s portfolio, making the stock its 24th largest position. Border to Coast Pensions Partnership Ltd’s holdings in Walt Disney were worth $66,115,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of DIS. Sterling Investment Counsel LLC grew its stake 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 valued at $1,556,000 after purchasing an additional 7,695 shares in the last quarter. Coronation Fund Managers Ltd. lifted its holdings in shares of Walt Disney by 18.5% during the 2nd quarter. Coronation Fund Managers Ltd. now owns 224,835 shares of the entertainment giant’s stock valued at $27,882,000 after buying an additional 35,073 shares during the last quarter. SVB Wealth LLC bought a new stake in shares of Walt Disney in the 2nd quarter valued at approximately $1,352,000. Baron Silver Stevens Financial Advisors LLC raised 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 valued at $1,187,000 after acquiring an additional 7,357 shares in the last quarter. Finally, Teacher Retirement System of Texas raised its position in Walt Disney by 4.9% during the second quarter. Teacher Retirement System of Texas now owns 515,072 shares of the entertainment giant’s stock valued at $63,874,000 after acquiring an additional 24,038 shares in the last quarter. Institutional investors and hedge funds own 65.71% of the company’s stock.

Key Headlines Impacting Walt Disney

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

• Positive Sentiment: Board names Josh D’Amaro as CEO (effective March 18) with Dana Walden as President & Chief Creative Officer — removes long‑running succession uncertainty, a near‑term governance positive that helped calm investors. Josh D’Amaro named as next CEO
• Positive Sentiment: Sell‑side support continues — some firms (Needham, Guggenheim, Morgan Stanley coverage noted) have reiterated buy/overweight views and price targets well above current levels, giving investors conviction that upside exists if execution improves. Needham reiterates Buy
• Neutral Sentiment: Company leadership held staff town halls and messaging emphasizes continuity, creativity and planned use of AI — useful for culture/retention but not an immediate revenue catalyst. Bob Iger, Josh D’Amaro and Dana Walden Talk Succession
• Neutral Sentiment: New theme‑park policies and ride changes were announced — operationally relevant for guest experience and costs, but impact on near‑term revenues is unclear. Disney Just Made Big News With New Theme Park Policies
• Neutral Sentiment: ETFs and passive holders with heavy Disney exposure are in focus around Q1 earnings + leadership change — could amplify moves but is not a directional fundamental change. Disney‑Heavy ETFs to Watch
• Negative Sentiment: Parks face measurable headwinds from fewer international visitors to U.S. parks (tourism softness), which pressures attendance and margins in the Experiences segment. Disney’s U.S. Theme Parks See Fewer Foreign Visitors
• Negative Sentiment: Investors reacted to tepid forward guidance and margin pressure in the recent quarter — weak near‑term outlook drove a post‑earnings slide and keeps sentiment cautious despite the beat. Theme parks hit as international tourists skip the U.S.
• Negative Sentiment: Some investors and activists (e.g., Nelson Peltz) question the succession process and raise governance concerns; plus market skepticism about D’Amaro’s limited streaming/media background — both factors heighten execution risk for Disney’s content/streaming transition. Peltz accuses Iger of rigging succession What D’Amaro pick tells us about media future

Walt Disney Stock Performance

DIS opened at $107.13 on Thursday. The Walt Disney Company has a 12-month low of $80.10 and a 12-month high of $124.69. The firm has a market capitalization of $189.78 billion, a P/E ratio of 15.75, a price-to-earnings-growth ratio of 1.46 and a beta of 1.43. The stock’s 50 day moving average price is $110.83 and its two-hundred day moving average price is $112.84. The company has a quick ratio of 0.65, a current ratio of 0.67 and a debt-to-equity ratio of 0.31.

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 the consensus estimate of $1.57 by $0.06. The company had revenue of $25.98 billion during the quarter, compared to analysts’ expectations 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 for the quarter was up 5.2% compared to the same quarter last year. During the same period in the prior year, the business earned $1.40 earnings per share. On average, equities analysts forecast that The Walt Disney Company will post 5.47 earnings per share for the current year.

Walt Disney Dividend Announcement

The company also recently announced a dividend, which will be paid on Wednesday, July 22nd. Investors of record on Tuesday, June 30th will be given a dividend of $0.75 per share. The ex-dividend date of this dividend is Tuesday, June 30th. This represents a yield of 139.0%. Walt Disney’s dividend payout ratio (DPR) is 21.87%.

Analyst Upgrades and Downgrades

DIS has been the topic of several analyst reports. Weiss Ratings lowered shares of Walt Disney from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday. KeyCorp reiterated a “sector weight” rating on shares of Walt Disney in a report on Friday, November 14th. UBS Group reissued a “mixed” rating on shares of Walt Disney in a research report on Monday. Jefferies Financial Group decreased their price target on Walt Disney from $136.00 to $132.00 and set a “buy” rating for the company in a research note on Tuesday. Finally, Needham & Company LLC reissued a “buy” rating and issued a $125.00 price objective on shares of Walt Disney in a research note on Monday. Seventeen investment 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. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $135.80.

Walt Disney 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.