5,371 Shares in The Walt Disney Company $DIS Purchased by Golden Reserve Retirement LLC

Key Points

• Golden Reserve Retirement LLC bought a new stake in The Walt Disney Company, purchasing 5,371 shares in Q4 worth about $611,000, and institutional investors now own 65.71% of the company.
• Disney beat Q4 estimates with EPS of $1.63 (vs. $1.57) and revenue of $25.98B; the stock has a market cap of roughly $181.7B and a P/E of 15.09.
• Market sentiment is mixed — positives include a new solar facility, stronger parks programming and content pipeline, while negatives include governance/PR concerns (Bob Iger’s outside role, an internal AI dashboard) and Barclays trimming its price target; analysts’ consensus is a Moderate Buy with an average target of $133.53.

Golden Reserve Retirement LLC purchased a new position in The Walt Disney Company (NYSE:DIS - Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 5,371 shares of the entertainment giant's stock, valued at approximately $611,000.

A number of other large investors also recently bought and sold shares of the business. China Universal Asset Management Co. Ltd. raised its holdings in Walt Disney by 2.2% in the 4th quarter. China Universal Asset Management Co. Ltd. now owns 4,688 shares of the entertainment giant's stock worth $537,000 after purchasing an additional 102 shares during the period. Rakuten Securities Inc. raised its holdings in Walt Disney by 474.2% in the 4th quarter. Rakuten Securities Inc. now owns 7,069 shares of the entertainment giant's stock worth $804,000 after purchasing an additional 5,838 shares during the period. Davis Rea LTD. raised its holdings in Walt Disney by 4.6% in the 4th quarter. Davis Rea LTD. now owns 33,496 shares of the entertainment giant's stock worth $3,811,000 after purchasing an additional 1,467 shares during the period. Field & Main Bank raised its holdings in Walt Disney by 1.2% in the 4th quarter. Field & Main Bank now owns 30,675 shares of the entertainment giant's stock worth $3,490,000 after purchasing an additional 355 shares during the period. Finally, Diversified Enterprises LLC raised its holdings in Walt Disney by 31.6% in the 4th quarter. Diversified Enterprises LLC now owns 7,748 shares of the entertainment giant's stock worth $881,000 after purchasing an additional 1,860 shares during the period. Institutional investors and hedge funds own 65.71% of the company's stock.

Walt Disney Price Performance

Shares of Walt Disney stock opened at $102.59 on Friday. The business has a 50 day simple moving average of $101.15 and a two-hundred day simple moving average of $107.03. The Walt Disney Company has a 12 month low of $88.56 and a 12 month high of $124.69. The stock has a market capitalization of $181.74 billion, a P/E ratio of 15.09, a PEG ratio of 1.45 and a beta of 1.44. The company has a debt-to-equity ratio of 0.31, a current ratio of 0.67 and a quick ratio of 0.61.

Walt Disney (NYSE:DIS - Get Free Report) last announced its earnings results on Monday, February 2nd. The entertainment giant reported $1.63 EPS for the quarter, beating analysts' consensus estimates of $1.57 by $0.06. The business 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%.The business's revenue was up 5.2% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.40 earnings per share. As a group, analysts predict that The Walt Disney Company will post 6.61 EPS for the current fiscal year.

Walt Disney News Summary

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

• Positive Sentiment: Walt Disney World’s new solar facility will supply 100% of daytime power for all parks — reduces operating costs, supports ESG targets and may improve margins over time. Walt Disney World's new solar facility
• Positive Sentiment: Disney Parks programming and events — e.g., the return of the Disney H2O Glow event and ongoing attraction teases (Millennium Falcon/Smugglers Run) — should help drive attendance and in‑park spend in coming quarters. Disney H2O Glow Event
• Positive Sentiment: Content pipeline boost — reports that Taika Waititi is working on multiple Disney projects (including Marvel and Star Wars) reinforce long‑term content value for Disney+. New high‑profile projects can support subscriber engagement and licensing revenue. Taika Waititi projects
• Neutral Sentiment: PR and community initiatives (e.g., epilepsy awareness event at Walt Disney World, Disney+ programming for Deaf History Month) bolster brand and inclusion efforts but have limited near‑term revenue impact. Neurelis supports epilepsy awareness
• Negative Sentiment: Bob Iger rejoining Thrive Capital as an advisor after leaving Disney raises governance and leadership concerns for some investors — signals around management stability and Iger’s outside commitments can weigh on confidence. Bob Iger rejoins Thrive Capital
• Negative Sentiment: Analyst action: Barclays trimmed its price target for DIS to $130 (from $140) while keeping an Overweight rating — a downgrade in upside expectations that can pressure sentiment. Barclays trims DIS PT to $130
• Negative Sentiment: Employee/PR risk: reporting on an internal “AI adoption dashboard” that tracks token usage has drawn negative attention and could affect morale or public perception around workplace practices. Disney AI adoption dashboard coverage

Analyst Ratings Changes

A number of equities analysts recently weighed in on the company. TD Cowen reaffirmed a "hold" rating and issued a $123.00 price target on shares of Walt Disney in a report on Tuesday, February 3rd. Needham & Company LLC reissued a "buy" rating and set a $125.00 target price on shares of Walt Disney in a report on Tuesday, March 31st. Guggenheim reduced their target price on Walt Disney from $140.00 to $115.00 and set a "buy" rating for the company in a report on Wednesday, March 18th. Phillip Securities raised Walt Disney to a "moderate buy" rating in a report on Monday, January 12th. Finally, Weiss Ratings cut Walt Disney from a "buy (b-)" rating to a "hold (c+)" rating in a report on Tuesday, February 3rd. Seventeen analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $133.53.

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.

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