Calamos Advisors LLC Cuts Position in The Walt Disney Company $DIS

Key Points

• Calamos Advisors reduced its Walt Disney stake by 16.4% in Q4, selling 102,299 shares and leaving 519,957 shares valued at about $59.16 million.
• Analyst activity is mixed—several firms trimmed price targets while others raised ratings—but consensus remains a Moderate Buy with an average price target of $133.53 (17 Buys, 5 Holds, 1 Sell).
• Disney recently beat quarterly EPS estimates ($1.63 vs. $1.57) with revenue of $25.98 billion; shares trade near $102.59, market cap about $181.7 billion, and a 1‑year range of $88.56–$124.69.

Calamos Advisors LLC lessened its stake in The Walt Disney Company (NYSE:DIS - Free Report) by 16.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 519,957 shares of the entertainment giant's stock after selling 102,299 shares during the period. Calamos Advisors LLC's holdings in Walt Disney were worth $59,156,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also added to or reduced their stakes in the company. Copeland Capital Management LLC bought a new position in shares of Walt Disney during the 3rd quarter worth approximately $25,000. Strengthening Families & Communities LLC purchased a new stake in Walt Disney during the third quarter valued at approximately $29,000. JPL Wealth Management LLC acquired a new stake in Walt Disney in the third quarter valued at approximately $30,000. Pilgrim Partners Asia Pte Ltd purchased a new position in Walt Disney in the third quarter worth $33,000. Finally, Bare Financial Services Inc grew its holdings in Walt Disney by 48.5% in the third 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.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on the company. Jefferies Financial Group reduced their price target on Walt Disney from $136.00 to $132.00 and set a "buy" rating on the stock in a research report on Tuesday, February 3rd. Guggenheim dropped their target price on Walt Disney from $140.00 to $115.00 and set a "buy" rating on the stock in a research note on Wednesday, March 18th. Raymond James Financial raised Walt Disney from a "market perform" rating to an "outperform" rating and set a $115.00 target price on the stock in a research report on Wednesday, April 1st. Morgan Stanley started coverage on Walt Disney in a research note on Tuesday, February 3rd. They issued an "overweight" rating and a $135.00 price target for the company. Finally, The Goldman Sachs Group reissued a "buy" rating and issued a $151.00 price target on shares of Walt Disney in a report on Monday, February 2nd. Seventeen investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $133.53.

Key Headlines Impacting Walt Disney

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

Walt Disney Price Performance

Shares of DIS opened at $102.59 on Friday. 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 company's fifty day moving average price is $101.15 and its 200-day moving average price is $107.03. The Walt Disney Company has a 1-year low of $88.56 and a 1-year high of $124.69. The firm has a market capitalization of $181.74 billion, a PE ratio of 15.09, a price-to-earnings-growth ratio of 1.45 and a beta of 1.44.

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 company 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 firm's revenue was up 5.2% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.40 EPS. On average, equities research analysts predict that The Walt Disney Company will post 6.61 EPS for the current 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.

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