Assetmark Inc. Boosts Stock Position in The Walt Disney Company $DIS

Key Points

• Assetmark Inc. raised its stake in The Walt Disney Company by 14.9% in Q4 to 318,385 shares (worth about $36.2 million), and overall institutional investors own roughly 65.7% of the stock.
• Disney beat estimates in its most recent quarter with EPS $1.63 vs. $1.57 and revenue of $25.98 billion (up 5.2% year‑over‑year); analysts have a consensus "Moderate Buy" rating and a $132.19 price target.
• Key corporate developments: management plans to cut ~1,000 jobs and combine Disney+ and Hulu by 2026 (potential margin and ARPU benefits), while rising ESPN rights costs and layoffs at creative units including Marvel present near‑term risks to margins and content pipelines.

Assetmark Inc. grew its position in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 14.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 318,385 shares of the entertainment giant's stock after purchasing an additional 41,256 shares during the quarter. Assetmark Inc.'s holdings in Walt Disney were worth $36,223,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of DIS. Rede Wealth LLC bought a new stake in Walt Disney in the fourth quarter worth $314,000. Westbourne Investment Advisors Inc. grew its stake in shares of Walt Disney by 24.1% during the fourth quarter. Westbourne Investment Advisors Inc. now owns 2,545 shares of the entertainment giant's stock valued at $290,000 after buying an additional 495 shares during the last quarter. JM2 Capital Inc. purchased a new position in shares of Walt Disney in the fourth quarter worth about $586,000. Eagle Bay Advisors LLC bought a new stake in shares of Walt Disney in the 4th quarter valued at about $37,000. Finally, Third View Private Wealth LLC bought a new stake in shares of Walt Disney in the 4th quarter valued at about $8,160,000. 65.71% of the stock is owned by hedge funds and other institutional investors.

Walt Disney Stock Up 1.4%

Shares of NYSE:DIS opened at $102.59 on Wednesday. The Walt Disney Company has a 52-week low of $82.01 and a 52-week high of $124.69. The firm has a market capitalization of $181.74 billion, a P/E ratio of 15.09, a P/E/G ratio of 1.41 and a beta of 1.44. The stock has a 50 day moving average price of $101.53 and a 200-day moving average price of $107.45. The company has a debt-to-equity ratio of 0.31, a quick ratio of 0.61 and a current ratio of 0.67.

Walt Disney (NYSE:DIS - Get Free Report) last announced its 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 return on equity of 8.90% and a net margin of 12.80%.The firm had revenue of $25.98 billion during 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 business's revenue was up 5.2% compared to the same quarter last year. As a group, equities research analysts anticipate that The Walt Disney Company will post 5.47 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on DIS. UBS Group reissued a "mixed" rating on shares of Walt Disney in a research note on Monday, February 2nd. Raymond James Financial raised Walt Disney from a "market perform" rating to an "outperform" rating and set a $115.00 target price for the company in a research note on Wednesday, April 1st. Citigroup lowered their target price on Walt Disney from $145.00 to $140.00 and set a "buy" rating for the company in a research note on Friday, January 16th. Jefferies Financial Group lowered their target price 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. Finally, 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. Eighteen equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, Walt Disney currently has a consensus rating of "Moderate Buy" and a consensus price target of $132.19.

Key Headlines Impacting Walt Disney

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

• Positive Sentiment: Management is cutting roughly 1,000 jobs to "streamline operations," a move investors often view as a near-term margin booster and capex/opex lever that can improve free cash flow and valuation multiples. Read More.
• Positive Sentiment: CEO Josh D'Amaro is pushing to combine Disney+ and Hulu into a single app by 2026 — a consolidation that could lift ARPU, reduce marketing/tech duplication and make the streaming business more monetizable over time. This strategic clarity is likely supporting investor optimism. Read More.
• Neutral Sentiment: Disney set its Q2 earnings webcast date for May 6 — the next clear catalyst for share movement as investors await fresh guidance and segment-level detail (streaming growth, ESPN economics, parks recovery). Read More.
• Neutral Sentiment: Legal update: Chinese AI firms are seeking dismissal of Disney’s copyright suit — a developing litigation matter that could affect future IP protections but has uncertain near-term financial impact. Investors will watch outcomes but it's currently indeterminate. Read More.
• Negative Sentiment: ESPN/sports is facing rising rights costs and margin pressure as content rights and investment appear to be outpacing revenue growth, which could weigh on segment margins and the company's overall profitability if not offset elsewhere. Read More.
• Negative Sentiment: Layoffs reportedly hit creative groups, including Marvel Studios, raising investor questions about potential disruption to content pipelines and long-term franchise value — a risk to future revenue and brand strength if cuts impair output. Read More.

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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