D.A. Davidson & CO. Sells 24,545 Shares of The Walt Disney Company $DIS

Key Points

• D.A. Davidson & CO. trimmed its stake in The Walt Disney Company by 8.8%, selling 24,545 shares and ending the quarter with 253,665 shares worth about $28.86 million.
• Disney posted a quarterly beat with $1.63 EPS vs. $1.57 expected and revenue of $25.98 billion (up 5.2% YoY); analysts maintain a generally bullish view (consensus "Moderate Buy") with an average target of $133.53, though Barclays cut its target to $130.
• Other institutional activity includes sizable buys and new stakes (e.g., Varma, UMB Bank, Rakuten), leaving institutional investors with roughly 65.7% ownership of the stock.

D.A. Davidson & CO. cut its position in The Walt Disney Company (NYSE:DIS - Free Report) by 8.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 253,665 shares of the entertainment giant's stock after selling 24,545 shares during the quarter. D.A. Davidson & CO.'s holdings in Walt Disney were worth $28,860,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Varma Mutual Pension Insurance Co raised its position in Walt Disney by 8.8% in the third quarter. Varma Mutual Pension Insurance Co now owns 284,894 shares of the entertainment giant's stock valued at $32,620,000 after purchasing an additional 23,100 shares during the last quarter. Sterling Investment Counsel LLC raised its position in Walt Disney by 130.5% in the third quarter. Sterling Investment Counsel LLC now owns 13,590 shares of the entertainment giant's stock valued at $1,556,000 after purchasing an additional 7,695 shares during the last quarter. Baron Silver Stevens Financial Advisors LLC increased its stake in shares of Walt Disney by 244.6% in the third quarter. Baron Silver Stevens Financial Advisors LLC now owns 10,365 shares of the entertainment giant's stock valued at $1,187,000 after buying an additional 7,357 shares during the period. Rakuten Investment Management Inc. acquired a new stake in shares of Walt Disney in the third quarter valued at about $21,177,000. Finally, UMB Bank n.a. increased its stake in shares of Walt Disney by 119.8% in the third quarter. UMB Bank n.a. now owns 147,521 shares of the entertainment giant's stock valued at $16,891,000 after buying an additional 80,395 shares during the period. 65.71% of the stock is currently owned by institutional investors.

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

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on DIS. Phillip Securities raised Walt Disney to a "moderate buy" rating in a research note on Monday, January 12th. Morgan Stanley began 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. Barclays decreased their price target on Walt Disney from $140.00 to $130.00 and set an "overweight" rating for the company in a research note on Wednesday, April 8th. UBS Group reissued a "mixed" rating on shares of Walt Disney in a research note on Monday, February 2nd. Finally, The Goldman Sachs Group reissued a "buy" rating and issued a $151.00 price target on shares of Walt Disney in a research note on Monday, February 2nd. Seventeen analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus target price of $133.53.

Walt Disney Trading Down 0.0%

NYSE DIS opened at $102.59 on Monday. The business has a 50 day simple moving average of $101.15 and a 200 day simple moving average of $106.96. The Walt Disney Company has a one year low of $88.56 and a one year high of $124.69. The stock has a market capitalization of $181.74 billion, a P/E ratio of 15.09, a P/E/G ratio of 1.43 and a beta of 1.44. The company has a debt-to-equity ratio of 0.31, a current ratio of 0.67 and a quick ratio of 0.61.

Walt Disney (NYSE:DIS - Get Free Report) last released its earnings results on Monday, February 2nd. The entertainment giant reported $1.63 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 business had revenue of $25.98 billion during the quarter, compared to analysts' expectations of $25.54 billion. During the same quarter last year, the firm posted $1.40 earnings per share. The firm's revenue was up 5.2% on a year-over-year basis. Research analysts expect that The Walt Disney Company will post 6.61 earnings per share for the current year.

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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