Dakota Wealth Management Acquires 10,546 Shares of The Walt Disney Company $DIS

Dakota Wealth Management boosted its holdings in shares of The Walt Disney Company (NYSE:DIS) by 11.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 104,201 shares of the entertainment giant’s stock after acquiring an additional 10,546 shares during the quarter. Dakota Wealth Management’s holdings in Walt Disney were worth $11,857,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Copeland Capital Management LLC acquired a new position in shares of Walt Disney during the third quarter worth $25,000. Strengthening Families & Communities LLC bought a new stake in shares of Walt Disney in the third quarter worth $29,000. JPL Wealth Management LLC acquired a new stake in Walt Disney in the third quarter valued at $30,000. Pilgrim Partners Asia Pte Ltd bought a new position in Walt Disney during the 3rd quarter worth $33,000. Finally, Bare Financial Services Inc raised its position in Walt Disney by 48.5% during the 3rd quarter. Bare Financial Services Inc now owns 291 shares of the entertainment giant’s stock worth $33,000 after purchasing an additional 95 shares during the last quarter. 65.71% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on DIS shares. Barclays reiterated an “overweight” rating on shares of Walt Disney in a research report on Monday, February 2nd. Citigroup cut their price objective on Walt Disney from $145.00 to $140.00 and set a “buy” rating on the stock in a research note on Friday, January 16th. Morgan Stanley started coverage on Walt Disney in a report on Tuesday, February 3rd. They issued an “overweight” rating and a $135.00 target price on the stock. UBS Group reissued a “mixed” rating on shares of Walt Disney in a research report on Monday, February 2nd. Finally, Wells Fargo & Company lowered their price target on shares of Walt Disney from $152.00 to $150.00 and set an “overweight” rating for the company in a report on Tuesday, February 3rd. Seventeen analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $134.13.

Walt Disney News Summary

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

• Positive Sentiment: Analyst support: Needham/Laura Martin reiterated a Buy rating, arguing exiting the OpenAI tie-up protects IP and capital flexibility — a bullish view that may limit downside and supports longer-term upside. TipRanks – Needham Buy Rating
• Positive Sentiment: Core business tailwinds: parks and consumer products remain active (sell-outs on Lightning Lane, seasonal promotions, new merchandise), which help near-term revenue and cash generation. Lightning Lane Sell Outs Continue
• Neutral Sentiment: D23 / branding momentum: Disney announced 2026 Disney Legends honorees (Bob Iger, Dwayne Johnson, Anne Hathaway, Jonas Brothers) and D23 details — positive PR and fan engagement but limited immediate financial impact. Deadline – Disney Legends
• Neutral Sentiment: Theme-park pipeline activity: permit filings for an Encanto attraction at Animal Kingdom and park retail/offer promos show ongoing capex and guest demand focus — helps medium-term moat but adds near-term spend. WDWMagic – Encanto Permit
• Negative Sentiment: Major tech setback: OpenAI shut down its Sora video app and ended the partnership that underpinned a large AI content plan with Disney — a blow to Disney’s AI-driven content and licensing strategy and a catalyst for stock weakness. Yahoo Finance – Disney Cancels OpenAI Deal
• Negative Sentiment: Exposure to gaming partner disruption: Epic Games’ layoffs and Fortnite engagement problems threaten the economics of Disney’s reported ~$1.5B shared digital-universe initiative, prompting management review of capital commitments. Yahoo – Disney CEO Faces Tech Crisis
• Negative Sentiment: Leadership noise: new CEO Josh D’Amaro’s first week has been dominated by these tech reversals, increasing near-term execution risk as strategy and capital allocation are reassessed. Bloomberg – CEO’s First Week Marred

Walt Disney Stock Performance

Shares of Walt Disney stock opened at $94.75 on Friday. The business has a 50-day moving average price of $104.90 and a two-hundred day moving average price of $109.14. The Walt Disney Company has a 1-year low of $80.10 and a 1-year 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 company has a market cap of $167.86 billion, a P/E ratio of 13.93, a PEG ratio of 1.30 and a beta of 1.42.

Walt Disney (NYSE:DIS) last announced its quarterly earnings data on Monday, February 2nd. The entertainment giant reported $1.63 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 the consensus estimate of $25.54 billion. During the same period in the previous year, the business earned $1.40 EPS. The firm’s revenue was up 5.2% compared to the same quarter last year. As a group, analysts anticipate that The Walt Disney Company will post 5.47 EPS for the current year.

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.