Confluence Investment Management LLC Has $14.28 Million Holdings in The Walt Disney Company $DIS

Key Points

• Confluence Investment Management trimmed its Disney stake by 7.9%, selling 10,767 shares and now holds 125,550 shares worth about $14.28 million according to its latest SEC filing.
• Corporate and market backdrop: Josh D'Amaro is now CEO and management is pushing Disney+ as the digital centerpiece, but investor sentiment is mixed—Disney faces a $50 million livestream settlement and analyst target cuts (e.g., Guggenheim to $115) despite a recent earnings beat (EPS $1.63, revenue $25.98B).

Confluence Investment Management LLC trimmed its position in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 7.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 125,550 shares of the entertainment giant's stock after selling 10,767 shares during the quarter. Confluence Investment Management LLC's holdings in Walt Disney were worth $14,284,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also made changes to their positions in the company. Park Avenue Securities LLC raised its position in Walt Disney by 23.1% during the fourth quarter. Park Avenue Securities LLC now owns 61,677 shares of the entertainment giant's stock valued at $7,016,000 after acquiring an additional 11,570 shares in the last quarter. Holos Integrated Wealth LLC bought a new stake in Walt Disney in the fourth quarter worth approximately $227,000. GoalVest Advisory LLC grew its position in Walt Disney by 811.8% in the fourth quarter. GoalVest Advisory LLC now owns 4,623 shares of the entertainment giant's stock worth $526,000 after acquiring an additional 4,116 shares in the last quarter. Miller Global Investments LLC acquired a new position in shares of Walt Disney during the 4th quarter worth $467,000. Finally, Aspen Wealth Management LLC acquired a new position in shares of Walt Disney during the 4th quarter worth $202,000. Institutional investors own 65.71% of the company's stock.

Walt Disney News Roundup

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

• Positive Sentiment: Josh D'Amaro officially became CEO, bringing parks-focused operational experience and a promise to accelerate storytelling and technology — investors view this as a potential catalyst if he can revive growth across parks and streaming. Disney embarks on new chapter as Josh D'Amaro takes over as CEO
• Positive Sentiment: Management is pushing Disney+ as the company's digital centerpiece and plans tighter integration of streaming, parks, games and films — a clearer “one‑Disney” commercial model that could improve content monetization and cross‑sell. Disney Unveils Plan to Make Disney+ Its Digital Centerpiece
• Positive Sentiment: Leadership continuity was partly preserved — reports indicate finance leadership will remain in place, which reduces some transition risk for investors. Before Disney named a new CEO, it made sure the CFO was staying
• Neutral Sentiment: Disney is experimenting with on‑property digital pricing signs at Disney Springs — a small operational change that signals testing of dynamic pricing but with limited near‑term revenue impact. BREAKING: Digital Pricing Signs Introduced at Disney Springs at Walt Disney World
• Neutral Sentiment: Disney reorganized entertainment under Dana Walden to unify content creation and distribution — strategically sensible, but execution risk remains. How Disney’s Leadership Shakeup and Unified Entertainment Empire Will Impact Walt Disney (DIS) Investors
• Neutral Sentiment: Analysts’ price targets have mostly clustered around ~$130 but with small trims — a sign of cautious optimism that still leaves room for upside if execution improves. How The Walt Disney (DIS) Investment Story Is Shifting With New Targets And CEO Transition
• Negative Sentiment: Disney agreed to settle a livestream subscriber class action for $50 million over alleged subscription price issues — a direct, near‑term cash cost and a reminder of regulatory/legal risks around streaming pricing. Disney settles livestream subscriber class action for $50 million
• Negative Sentiment: Guggenheim lowered its price target from $140 to $115 (still a buy) and some analysts are publicly urging bolder moves — these cuts and demands add pressure on the new CEO to deliver visible results quickly. Guggenheim price target cut report
• Negative Sentiment: Several analysts and commentators say Disney must rebuild investor confidence after a period of sluggish stock performance, highlighting the risk that strategy announcements may take time to translate into share‑price recovery. Disney Needs to ‘Rebuild Investor Confidence’ According to Wall Street Analyst Michael Morris

Walt Disney Trading Down 0.1%

Shares of DIS stock opened at $99.34 on Friday. The firm's fifty day simple moving average is $106.59 and its 200 day simple moving average is $109.88. The firm has a market capitalization of $175.98 billion, a P/E ratio of 14.61, a price-to-earnings-growth ratio of 1.35 and a beta of 1.42. The company has a current ratio of 0.67, a quick ratio of 0.61 and a debt-to-equity ratio of 0.31. The Walt Disney Company has a 1 year low of $80.10 and a 1 year high of $124.69.

Walt Disney (NYSE:DIS - Get Free Report) last released its earnings results 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 business had revenue of $25.98 billion for the quarter, compared to the consensus estimate of $25.54 billion. During the same period last year, the business earned $1.40 earnings per share. The firm's revenue for the quarter was up 5.2% compared to the same quarter last year. As a group, sell-side analysts predict that The Walt Disney Company will post 5.47 EPS for the current year.

Wall Street Analyst Weigh In

A number of research analysts have recently weighed in on the stock. Guggenheim cut their price target on shares of Walt Disney from $140.00 to $115.00 and set a "buy" rating on the stock in a report on Wednesday. Needham & Company LLC reissued a "buy" rating and set a $125.00 target price on shares of Walt Disney in a research report on Monday, February 2nd. Barclays restated an "overweight" rating on shares of Walt Disney in a report on Monday, February 2nd. TD Cowen reiterated a "hold" rating and set a $123.00 price target on shares of Walt Disney in a research note on Tuesday, February 3rd. Finally, Wells Fargo & Company lowered their price objective on Walt Disney from $152.00 to $150.00 and set an "overweight" rating on the stock in a report on Tuesday, February 3rd. Seventeen analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average target price of $134.13.

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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