Chesley Taft & Associates LLC Trims Stake in The Walt Disney Company $DIS

Chesley Taft & Associates LLC cut its position in The Walt Disney Company (NYSE:DIS) by 9.2% in the fourth quarter, Holdings Channel reports. The firm owned 149,714 shares of the entertainment giant’s stock after selling 15,189 shares during the period. Chesley Taft & Associates LLC’s holdings in Walt Disney were worth $17,033,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its holdings in shares of Walt Disney by 7.7% in the fourth quarter. Brighton Jones LLC now owns 26,767 shares of the entertainment giant’s stock valued at $2,980,000 after acquiring an additional 1,904 shares during the period. Sivia Capital Partners LLC increased its holdings in shares of Walt Disney by 31.9% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,470 shares of the entertainment giant’s stock valued at $678,000 after acquiring an additional 1,322 shares during the period. Schnieders Capital Management LLC. raised its position in Walt Disney by 16.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 17,955 shares of the entertainment giant’s stock valued at $2,227,000 after purchasing an additional 2,503 shares during the last quarter. Northwestern Mutual Wealth Management Co. raised its position in Walt Disney by 8.1% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 290,939 shares of the entertainment giant’s stock valued at $36,079,000 after purchasing an additional 21,920 shares during the last quarter. Finally, Level Four Advisory Services LLC boosted its stake in Walt Disney by 5.6% during the 2nd quarter. Level Four Advisory Services LLC now owns 46,414 shares of the entertainment giant’s stock worth $5,756,000 after purchasing an additional 2,456 shares during the period. Hedge funds and other institutional investors own 65.71% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have issued reports on DIS. TD Cowen reissued a “hold” rating and set a $123.00 price objective on shares of Walt Disney in a research report on Tuesday, February 3rd. Jefferies Financial Group lowered their price target on Walt Disney from $136.00 to $132.00 and set a “buy” rating on the stock in a report on Tuesday, February 3rd. The Goldman Sachs Group restated a “buy” rating and issued a $151.00 price target on shares of Walt Disney in a research report on Monday, February 2nd. Needham & Company LLC reaffirmed a “buy” rating and set a $125.00 price objective on shares of Walt Disney in a research report on Monday, February 2nd. Finally, Phillip Securities raised Walt Disney to a “moderate buy” rating in a report on Monday, January 12th. Seventeen investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $134.00.

Key Headlines Impacting Walt Disney

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

• Positive Sentiment: Wells Fargo kept an “overweight” rating and only trimmed its price target slightly to $148, implying large upside versus the current level — a vote of confidence from a major shop. Wells Fargo price target note
• Positive Sentiment: Bullish research and op-eds argue DIS is undervalued given its IP, parks recovery and monetization routes — several buy- and upgrade-style pieces suggest this pullback could be a buying opportunity. Buy Disney When Valuation Is Low
• Positive Sentiment: Erste Group nudged up its FY2027 EPS forecast marginally, signaling some analyst confidence in medium‑term earnings resilience even as consensus remains split. (Research note summarized in market feeds.)
• Neutral Sentiment: Analysts and contributors keep highlighting parks as the company’s “core” — strong park demand supports cash flow even if media/tech bets stumble. Disney: Parks Is The Company’s Core Now
• Neutral Sentiment: Corporate and brand news (D23/Disney Legends, merchandise and park promotions) remain positive for consumer engagement but are unlikely to move the stock materially in the near term. Disney Legends 2026
• Negative Sentiment: Major tech partnerships unraveled: OpenAI shut down the Sora project (central to Disney’s planned AI content tools), and Disney is reviewing/cancelling related deals — this undercuts a high-profile strategic growth pillar and drove investor concern. Disney Cancels OpenAI Deal
• Negative Sentiment: Exposure to Epic Games and its layoffs (after Disney’s commitment to a shared digital universe) raises doubts about the returns on a roughly $1.5B strategic push into gaming/virtual worlds. Market headlines frame this as an early, costly misstep for the new CEO. Disney CEO’s First Week Marred
• Negative Sentiment: Commentary pieces highlighting a “narrative problem” and blunt takes like “Disney’s stock is a dog” have amplified selling pressure — the market is punishing perceived strategic uncertainty and execution risk under new leadership. Disney Has a Narrative Problem

Walt Disney Price Performance

Shares of NYSE:DIS opened at $92.50 on Friday. The firm has a market capitalization of $163.87 billion, a price-to-earnings ratio of 13.60, a price-to-earnings-growth ratio of 1.25 and a beta of 1.42. The company has a debt-to-equity ratio of 0.31, a current ratio of 0.67 and a quick ratio of 0.61. The business’s 50 day simple moving average is $104.53 and its 200-day simple moving average is $108.90. The Walt Disney Company has a 12 month low of $80.10 and a 12 month high of $124.69.

Walt Disney (NYSE:DIS) last issued its quarterly earnings data 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. The firm 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 was up 5.2% on a year-over-year basis. During the same period in the previous year, the firm posted $1.40 earnings per share. As a group, equities analysts forecast that The Walt Disney Company will post 5.47 earnings per share for the current fiscal year.

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.