Chevy Chase Trust Holdings LLC Reduces Holdings in The Walt Disney Company $DIS

Key Points

• Chevy Chase Trust reduced its stake in The Walt Disney Company by 4.4% in Q3, selling 54,276 shares and leaving it with 1,191,629 shares (~0.07% ownership) valued at about $136.44 million.
• Several other institutional investors increased positions—most notably Banco Bilbao Vizcaya Argentaria, which added 321,889 shares (a 65.7% increase) to hold 811,844 shares—and overall hedge fund/institutional ownership of Disney is about 65.71%.
• Disney recently beat quarterly expectations with $1.63 EPS vs. $1.57 expected and $25.98 billion in revenue, the stock trades near $99.29 with a PE of 14.6, and analysts' consensus is a Moderate Buy with an average price target of $135.80.

Chevy Chase Trust Holdings LLC reduced its stake in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 4.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,191,629 shares of the entertainment giant's stock after selling 54,276 shares during the quarter. Chevy Chase Trust Holdings LLC owned about 0.07% of Walt Disney worth $136,441,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of DIS. Circle Wealth Management LLC boosted its stake in Walt Disney by 8.5% in the third quarter. Circle Wealth Management LLC now owns 5,502 shares of the entertainment giant's stock valued at $630,000 after acquiring an additional 430 shares in the last quarter. Community Bank N.A. increased its position in shares of Walt Disney by 2.5% during the third quarter. Community Bank N.A. now owns 23,614 shares of the entertainment giant's stock worth $2,704,000 after purchasing an additional 569 shares in the last quarter. Clark Capital Management Group Inc. increased its position in shares of Walt Disney by 1.7% during the third quarter. Clark Capital Management Group Inc. now owns 446,311 shares of the entertainment giant's stock worth $51,103,000 after purchasing an additional 7,294 shares in the last quarter. Ausdal Financial Partners Inc. lifted its holdings in shares of Walt Disney by 27.8% in the 3rd quarter. Ausdal Financial Partners Inc. now owns 16,560 shares of the entertainment giant's stock valued at $1,896,000 after purchasing an additional 3,606 shares during the last quarter. Finally, Banco Bilbao Vizcaya Argentaria S.A. lifted its holdings in shares of Walt Disney by 65.7% in the 3rd quarter. Banco Bilbao Vizcaya Argentaria S.A. now owns 811,844 shares of the entertainment giant's stock valued at $92,918,000 after purchasing an additional 321,889 shares during the last quarter. 65.71% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Walt Disney

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

• Positive Sentiment: Walt Disney World set reopening dates for several refreshed attractions (including the revamped Buzz Lightyear ride and Big Thunder Mountain), which should help drive park traffic and F&B/merchandise spend as seasonal travel picks up. Walt Disney World announces reopening dates for Buzz Lightyear, Big Thunder Mountain
• Positive Sentiment: Disney is rolling out new family experiences and a "Cool KIDS' SUMMER" program with refreshed attractions and summer savings, plus the return of select free-dining promotions — initiatives that can stimulate bookings and incremental park revenue for the high season. Walt Disney World Launches New Family Experiences, Refreshed Attractions and Summer Savings for Cool KIDS' SUMMER
• Positive Sentiment: Disney+ content additions: the children’s hit Bluey is getting a firm arrival date on Disney+, and a new Star Wars series (Maul: Shadow Lord) launches in April — fresh originals that help engagement and retention on the streaming platform. Disney World Announces Exactly When Bluey Will Finally Arrive
• Positive Sentiment: Leadership update: Disney named Paul Roeder as Chief Communications Officer (effective March 19), a senior internal hire under incoming CEO Josh D’Amaro that suggests management is stabilizing communications and strategy ahead of operational initiatives. Paul Roeder Named Chief Communications Officer of The Walt Disney Company
• Neutral Sentiment: Promotional/consumer coverage such as guides to park footwear and lifestyle pieces are driving consumer interest but have little direct financial impact; they do reflect ongoing consumer engagement with the parks. I Visit Disney World Every Month & These Are the Most Supportive Sneakers for Walking 10+ Miles at the Parks
• Neutral Sentiment: Analyst/market takes: commentary noting Disney's attractive valuation and strategic moves (e.g., NFL rights) highlight upside catalysts but caution about lingering execution risks; these views can influence investor sentiment without immediate revenue impact. Walt Disney Stock Looks Cheap. But Is It a Buy?
• Negative Sentiment: Ad-revenue competition: a report highlights YouTube generating more ad revenue in 2025 than Disney and several legacy media companies, underlining margin pressure and the challenge of monetizing streaming at scale. YouTube Out Earns Disney, Paramount, Warner Bros, and More Just From Ad Revenue in 2025

Walt Disney Stock Performance

Shares of DIS stock opened at $99.29 on Friday. The stock's 50-day moving average price is $107.75 and its 200 day moving average price is $110.34. The company has a quick ratio of 0.61, a current ratio of 0.67 and a debt-to-equity ratio of 0.31. The stock has a market capitalization of $175.89 billion, a PE ratio of 14.60, a price-to-earnings-growth ratio of 1.35 and a beta of 1.42. The Walt Disney Company has a 52-week low of $80.10 and a 52-week high of $124.69.

Walt Disney (NYSE:DIS - Get Free Report) last posted its quarterly earnings data on Monday, February 2nd. The entertainment giant reported $1.63 earnings per share for the quarter, topping analysts' consensus estimates of $1.57 by $0.06. Walt Disney had a return on equity of 8.90% and a net margin of 12.80%.The company had revenue of $25.98 billion during the quarter, compared to analysts' expectations of $25.54 billion. During the same period last year, the firm earned $1.40 EPS. The firm's revenue for the quarter was up 5.2% on a year-over-year basis. As a group, equities research analysts forecast that The Walt Disney Company will post 5.47 EPS for the current year.

Analyst Ratings Changes

A number of research firms recently issued reports on DIS. TD Cowen restated a "hold" rating and set a $123.00 price target on shares of Walt Disney in a research note on Tuesday, February 3rd. Weiss Ratings cut Walt Disney from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Tuesday, February 3rd. The Goldman Sachs Group reissued a "buy" rating and issued a $151.00 price objective on shares of Walt Disney in a report on Monday, February 2nd. Morgan Stanley assumed coverage on shares of Walt Disney in a research report on Tuesday, February 3rd. They set an "overweight" rating and a $135.00 target price on the stock. Finally, Citigroup cut their target price on shares of Walt Disney from $145.00 to $140.00 and set a "buy" rating on the stock in a report on Friday, January 16th. Seventeen investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Walt Disney presently has an average rating of "Moderate Buy" and an average price target of $135.80.

Walt Disney 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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