Bokf Na Trims Position in The Walt Disney Company $DIS

Key Points

• Bokf Na trimmed its Walt Disney stake by 5% in Q3, selling 8,416 shares and now holds 160,662 shares valued at about $18.4 million.
• Other large institutional moves included multi‑billion and multi‑hundred‑million dollar buys from Norges Bank and Viking Global, and big increases from Assenagon, Boston Partners and Laurel Wealth Advisors, with institutions owning roughly 65.71% of Disney.
• Analysts rate Disney an average “Moderate Buy” (17 Buys, 6 Holds, 1 Sell) with a $135.80 average price target, and the company recently beat Q1 EPS and revenue estimates.

Bokf Na lessened its holdings in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 5.0% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 160,662 shares of the entertainment giant's stock after selling 8,416 shares during the quarter. Bokf Na's holdings in Walt Disney were worth $18,396,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Norges Bank purchased a new stake in shares of Walt Disney in the 2nd quarter worth about $2,618,295,000. Viking Global Investors LP purchased a new position in shares of Walt Disney during the second quarter valued at about $725,219,000. Assenagon Asset Management S.A. raised its stake in Walt Disney by 231.4% in the third quarter. Assenagon Asset Management S.A. now owns 4,711,353 shares of the entertainment giant's stock worth $539,450,000 after buying an additional 3,289,707 shares in the last quarter. Boston Partners raised its stake in Walt Disney by 84.2% in the second quarter. Boston Partners now owns 6,921,229 shares of the entertainment giant's stock worth $856,582,000 after buying an additional 3,162,938 shares in the last quarter. Finally, Laurel Wealth Advisors LLC lifted its holdings in Walt Disney by 11,943.6% in the second quarter. Laurel Wealth Advisors LLC now owns 2,827,112 shares of the entertainment giant's stock worth $350,590,000 after buying an additional 2,803,638 shares during the period. Hedge funds and other institutional investors own 65.71% of the company's stock.

Analyst Ratings Changes

Several analysts have weighed in on the company. Guggenheim reaffirmed a "buy" rating and set a $140.00 price objective on shares of Walt Disney in a research report on Tuesday, February 3rd. The Goldman Sachs Group restated a "buy" rating and issued a $151.00 target price on shares of Walt Disney in a research note on Monday, February 2nd. Evercore lifted their price target on Walt Disney from $140.00 to $142.00 and gave the company an "outperform" rating in a research report on Friday, November 14th. KeyCorp reiterated a "sector weight" rating on shares of Walt Disney in a report on Friday, November 14th. Finally, Sanford C. Bernstein reissued an "outperform" rating on shares of Walt Disney in a research report on Wednesday, November 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 company. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average price target of $135.80.

Walt Disney News Roundup

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

• Positive Sentiment: New NFL rights and sports positioning could lift advertising and subscriber engagement for Disney’s linear and streaming sports offerings, strengthening a high-margin segment of the business. Walt Disney Stock Looks Cheap. But Is It a Buy?
• Positive Sentiment: Leadership clarity at the Parks & Experiences unit — Thomas Mazloum named Chairman of Disney Experiences — reduces near-term execution risk as Josh D’Amaro moves to CEO, supporting park expansion projects and operations. Disney Names Thomas Mazloum As New Head Of Experiences
• Neutral Sentiment: The company scheduled its annual shareholders’ meeting webcast for March 18 — a routine governance event that may include forward-looking commentary but is unlikely to move the stock materially by itself. The Walt Disney Company to Webcast Its Annual Meeting of Shareholders
• Neutral Sentiment: Marketing and park-product news (Winnie the Pooh 100th anniversary merchandise, new 2026 rides and retail items) support guest spending and brand engagement, but these are incremental and more relevant to operations than to near-term stock moves. Disney Teases Winnie the Pooh 100th Anniversary Merchandise With a Look at the Past
• Negative Sentiment: Industry disruption: YouTube’s ad revenue now exceeds Disney’s major media peers (and in some reports surpasses them combined), signaling secular pressure on Disney’s ad business and pricing power. That competitive shift is a key investor concern. YouTube now generates more ad revenue than Disney, NBC, Paramount, and WBD — combined
• Negative Sentiment: Investor sentiment remains stressed: Disney is among the most-shorted Dow stocks and faces an articulated contrarian bear case focused on ad headwinds, valuation risks and execution challenges, which can amplify downside volatility. Disney (DIS) Is One of the Most Shorted Dow Stocks: The Contrarian Bear Case

Walt Disney Price Performance

Shares of NYSE DIS opened at $100.87 on Thursday. The company has a 50 day simple moving average of $108.29 and a two-hundred day simple moving average of $110.60. The Walt Disney Company has a fifty-two week low of $80.10 and a fifty-two week high of $124.69. The company has a market capitalization of $178.69 billion, a price-to-earnings ratio of 14.83, a P/E/G ratio of 1.38 and a beta of 1.42. 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 issued its quarterly earnings results on Monday, February 2nd. The entertainment giant reported $1.63 EPS for the quarter, topping analysts' consensus estimates of $1.57 by $0.06. The firm had revenue of $25.98 billion for 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 for the quarter was up 5.2% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.40 EPS. Analysts expect that The Walt Disney Company will post 5.47 EPS for the current fiscal 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.

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