Cooper Financial Group Cuts Holdings in The Walt Disney Company $DIS

Cooper Financial Group lessened its position in shares of The Walt Disney Company (NYSE:DIS) by 19.3% in the fourth quarter, Holdings Channel.com reports. The fund owned 21,099 shares of the entertainment giant’s stock after selling 5,039 shares during the quarter. Cooper Financial Group’s holdings in Walt Disney were worth $2,400,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC grew its holdings in shares of Walt Disney by 7.7% during the 4th quarter. Brighton Jones LLC now owns 26,767 shares of the entertainment giant’s stock worth $2,980,000 after purchasing an additional 1,904 shares during the period. Sivia Capital Partners LLC increased its position in Walt Disney by 31.9% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,470 shares of the entertainment giant’s stock worth $678,000 after purchasing an additional 1,322 shares in the last quarter. Schnieders Capital Management LLC. raised its holdings in Walt Disney by 16.2% in the second quarter. Schnieders Capital Management LLC. now owns 17,955 shares of the entertainment giant’s stock valued at $2,227,000 after buying an additional 2,503 shares during the period. Hillsdale Investment Management Inc. lifted its position in Walt Disney by 267.0% during the second quarter. Hillsdale Investment Management Inc. now owns 39,230 shares of the entertainment giant’s stock valued at $4,865,000 after buying an additional 28,540 shares in the last quarter. Finally, AXQ Capital LP acquired a new position in Walt Disney during the second quarter valued at approximately $952,000. 65.71% of the stock is currently owned by institutional investors and hedge funds.

Walt Disney News Summary

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

• Positive Sentiment: Board elevates CEO Josh D’Amaro to the board and Disney’s executive committee — a governance vote of confidence that gives the CEO greater influence over strategy execution and reassures investors during the leadership transition. Disney Elevates CEO Josh D’Amaro to Board, Executive Committee
• Positive Sentiment: New CEO outlines a unified strategy to make Disney+ the company’s digital centerpiece, linking streaming with parks, games and films — strategic clarity that could improve monetization and cross-sell opportunities if execution follows. Disney Unveils Plan to Make Disney+ Its Digital Centerpiece
• Neutral Sentiment: Walt Disney Studios promotes Erin Barrier to SVP of Communications — an operational/PR hire that supports communications continuity during the transition but is unlikely to move the stock materially. Walt Disney Studios Promotes Erin Barrier to SVP of Communications
• Neutral Sentiment: Disney Cruise Line reveals a new Wish-class ship — positive for the parks/cruise segment branding and long-term capacity, but a low-impact near-term news item for equity performance. Disney Cruise Line Reveals Its Newest Ship—Here’s What To Know
• Negative Sentiment: Guggenheim cut its price target on DIS to $115 — a sign that some analysts are trimming expectations amid the leadership change and near-term execution uncertainty. Analyst downgrades can pressure sentiment and cap short-term upside. Guggenheim Lowers Walt Disney Price Target to $115.00
• Negative Sentiment: Disney agreed to a roughly $50M settlement in a livestream subscriber class action — an immediate cash cost and a reminder of regulatory/legal risks tied to subscription practices. Disney settles livestream subscriber class action for $50 million
• Negative Sentiment: Wall Street commentary is mixed-to-critical — some analysts are publicly urging bolder moves (e.g., exit linear TV, pursue transformative M&A) and warning that the stock remains sluggish, keeping investor scrutiny high. Tough Love For New Disney CEO Josh D’Amaro As Wall Street Frets Over Sluggish Stock

Walt Disney Price Performance

Shares of DIS stock opened at $99.36 on Friday. The firm has a fifty day simple moving average of $106.26 and a 200-day simple moving average of $109.69. The company has a market capitalization of $176.02 billion, a PE ratio of 14.61, a price-to-earnings-growth ratio of 1.35 and a beta of 1.42. 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.

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

Analyst Ratings Changes

DIS has been the subject of several research reports. Needham & Company LLC reiterated a “buy” rating and set a $125.00 price objective on shares of Walt Disney in a research note on Monday, February 2nd. Wells Fargo & Company reduced their target price on shares of Walt Disney from $152.00 to $150.00 and set an “overweight” rating on the stock in a report on Tuesday, February 3rd. TD Cowen reaffirmed a “hold” rating and set a $123.00 price target on shares of Walt Disney in a research report on Tuesday, February 3rd. The Goldman Sachs Group reiterated a “buy” rating and issued a $151.00 price target on shares of Walt Disney in a report on Monday, February 2nd. Finally, Guggenheim cut their price objective on Walt Disney from $140.00 to $115.00 and set a “buy” rating on the stock in a research report on Wednesday. Seventeen investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $134.13.

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.