Diversified Trust Co. Has $2.29 Million Stock Position in The Walt Disney Company $DIS

Diversified Trust Co. lessened its stake in shares of The Walt Disney Company (NYSE:DIS) by 22.1% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 20,151 shares of the entertainment giant’s stock after selling 5,702 shares during the quarter. Diversified Trust Co.’s holdings in Walt Disney were worth $2,293,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the stock. Varma Mutual Pension Insurance Co increased its holdings in Walt Disney by 8.8% in 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 purchasing an additional 23,100 shares during the period. Sterling Investment Counsel LLC raised its position in Walt Disney by 130.5% during the 3rd quarter. Sterling Investment Counsel LLC now owns 13,590 shares of the entertainment giant’s stock worth $1,556,000 after purchasing an additional 7,695 shares during the last quarter. SVB Wealth LLC acquired a new position in Walt Disney during the 2nd quarter worth about $1,352,000. Baron Silver Stevens Financial Advisors LLC lifted its holdings in Walt Disney by 244.6% during the 3rd quarter. Baron Silver Stevens Financial Advisors LLC now owns 10,365 shares of the entertainment giant’s stock worth $1,187,000 after buying an additional 7,357 shares during the period. Finally, Rakuten Investment Management Inc. bought a new stake in shares of Walt Disney in the 3rd quarter valued at about $21,177,000. 65.71% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

DIS has been the subject of several recent research reports. 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, February 3rd. Weiss Ratings cut Walt Disney from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, February 3rd. Barclays reissued an “overweight” rating on shares of Walt Disney in a research report on Monday, February 2nd. TD Cowen restated a “hold” rating and set a $123.00 price target on shares of Walt Disney in a report on Tuesday, February 3rd. Finally, Needham & Company LLC restated a “buy” rating and issued a $125.00 price target on shares of Walt Disney in a research report on Monday, February 2nd. Seventeen analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Walt Disney presently has an average rating of “Moderate Buy” and an average target price of $134.13.

Walt Disney Stock Performance

DIS stock opened at $95.98 on Thursday. The firm has a market cap of $170.03 billion, a PE ratio of 14.12, a price-to-earnings-growth ratio of 1.31 and a beta of 1.42. 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 stock has a 50-day moving average price of $105.28 and a 200-day moving average price of $109.24. The Walt Disney Company has a 1-year low of $80.10 and a 1-year high of $124.69.

Walt Disney (NYSE:DIS) last announced its earnings results on Monday, February 2nd. The entertainment giant reported $1.63 EPS for the quarter, beating the consensus estimate of $1.57 by $0.06. Walt Disney had a return on equity of 8.90% and a net margin of 12.80%.The company had revenue of $25.98 billion for the quarter, compared to analyst estimates of $25.54 billion. During the same quarter in the prior year, the company earned $1.40 EPS. The firm’s revenue for the quarter was up 5.2% compared to the same quarter last year. As a group, equities research analysts expect that The Walt Disney Company will post 5.47 earnings per share for the current year.

Key Stories Impacting Walt Disney

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

• Positive Sentiment: BofA reiterates a Buy and says Disney’s fiscal‑2026 earnings growth should be weighted to the back half of the year, supporting a recovery thesis and a $125 price objective. Walt Disney Earnings Growth to Be Weighted to H2, BofA Securities Says
• Positive Sentiment: Needham/TipRanks maintains a Buy rating and $125 target, arguing exiting the OpenAI tie-up may protect IP value and preserve capital flexibility — a bullish read from some sell‑side analysts. Disney: Protecting IP Value and Capital Flexibility by Exiting OpenAI Partnership Supports Buy Rating
• Neutral Sentiment: Disney hired Netflix’s Atiya Henry as EVP of Production for Disney Branded Television (Susette Hsiung retires) — a leadership move that supports content pipeline execution but is not a near‑term earnings driver. Netflix’s Atiya Henry Joins Disney Branded Television As EVP Production After Susette Hsiung Retires
• Neutral Sentiment: Management reiterated plans to expand streaming with interactive experiences and games — a strategic growth vector that could lift engagement over time but will take quarters to monetize. Walt Disney (DIS) Plans to Expand Streaming Platforms with Experiences and Games
• Neutral Sentiment: Technicals show DIS is oversold (RSI < 30), which can mean elevated short‑term volatility but also create a potential buying opportunity for longer‑term investors. 4 Consumer Favorites Look Oversold Right Now: Disney, McDonald’s and More
• Negative Sentiment: Disney’s planned AI tie‑up with OpenAI effectively collapsed after OpenAI shuttered its Sora video product and the parties stopped moving forward on the ~ $1B investment — this raises near‑term strategy and content‑tech questions and is the main driver of today’s negative sentiment. Disney’s $1B Investment In Open AI DOA As Sam Altman Pulls Sora Plug: “The Deal Is Not Moving Forward”
• Negative Sentiment: Disney’s exposure to its planned Epic Games investment faces complications after mass layoffs at Epic and reports that the $1.5B arrangement is now uncertain — adds another execution risk to Disney’s digital/gaming push. Disney’s $1.5 Billion Epic Games Deal Meets a Complicated Reality After Mass Layoffs

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.