Franklin Street Advisors Inc. NC Cuts Stake in The Walt Disney Company $DIS

Key Points

• Franklin Street Advisors Inc. NC reduced its stake in The Walt Disney Company by 12.4% in Q4, selling 24,308 shares and now holding 171,988 shares valued at about $19.57 million (1.1% of its portfolio, its 29th largest holding).
• Analysts maintain a consensus rating of Moderate Buy on DIS with an average price target of $132.19, amid mixed target revisions (Goldman Sachs $151 buy vs. trimmed targets from Wells Fargo, Jefferies and Barclays).
• Disney beat Q2 estimates with $1.63 EPS and 5.2% revenue growth to $25.98B; shares traded near $98.95 as the company benefits from initiatives like ESPN expansion but faces risks including a potential Michigan tax bill.

Franklin Street Advisors Inc. NC lowered its holdings in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 12.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 171,988 shares of the entertainment giant's stock after selling 24,308 shares during the quarter. Walt Disney makes up 1.1% of Franklin Street Advisors Inc. NC's portfolio, making the stock its 29th biggest holding. Franklin Street Advisors Inc. NC's holdings in Walt Disney were worth $19,567,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Jim Saulnier & Associates LLC boosted its position in shares of Walt Disney by 3.1% during the 3rd quarter. Jim Saulnier & Associates LLC now owns 2,995 shares of the entertainment giant's stock valued at $343,000 after acquiring an additional 90 shares in the last quarter. Atlas Brown Inc. boosted its position in shares of Walt Disney by 0.5% during the 3rd quarter. Atlas Brown Inc. now owns 20,202 shares of the entertainment giant's stock valued at $2,313,000 after acquiring an additional 91 shares in the last quarter. CFO4Life Group LLC boosted its position in shares of Walt Disney by 1.2% during the 3rd quarter. CFO4Life Group LLC now owns 7,894 shares of the entertainment giant's stock valued at $904,000 after acquiring an additional 92 shares in the last quarter. Stonebrook Private Inc. boosted its position in shares of Walt Disney by 4.1% during the 3rd quarter. Stonebrook Private Inc. now owns 2,357 shares of the entertainment giant's stock valued at $270,000 after acquiring an additional 92 shares in the last quarter. Finally, Foster Group Inc. boosted its position in shares of Walt Disney by 1.1% during the 3rd quarter. Foster Group Inc. now owns 8,336 shares of the entertainment giant's stock valued at $955,000 after acquiring an additional 93 shares in the last quarter. 65.71% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on DIS shares. Phillip Securities upgraded shares of Walt Disney to a "moderate buy" rating in a research report on Monday, January 12th. Wells Fargo & Company decreased their target price on shares of Walt Disney from $150.00 to $148.00 and set an "overweight" rating on the stock in a research report on Friday, March 27th. Jefferies Financial Group decreased their target price on shares of Walt Disney from $136.00 to $132.00 and set a "buy" rating on the stock in a research report on Tuesday, February 3rd. Barclays reduced their price target on shares of Walt Disney from $140.00 to $130.00 and set an "overweight" rating on the stock in a research report on Wednesday. Finally, The Goldman Sachs Group restated a "buy" rating and issued a $151.00 price target on shares of Walt Disney in a research report on Monday, February 2nd. Eighteen research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus target price of $132.19.

Walt Disney Trading Up 3.3%

Shares of NYSE DIS opened at $98.95 on Thursday. The Walt Disney Company has a 1-year low of $81.19 and a 1-year high of $124.69. The company has a market cap of $175.28 billion, a PE ratio of 14.55, a P/E/G ratio of 1.35 and a beta of 1.44. 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 company has a 50-day moving average of $102.15 and a two-hundred day moving average of $107.83.

Walt Disney (NYSE:DIS - Get Free Report) last announced 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 net margin of 12.80% and a return on equity of 8.90%. The company had revenue of $25.98 billion during the quarter, compared to the consensus estimate of $25.54 billion. During the same period in the previous year, the firm posted $1.40 earnings per share. The company's revenue was up 5.2% on a year-over-year basis. As a group, equities analysts expect that The Walt Disney Company will post 5.47 earnings per share for the current fiscal year.

Key Headlines Impacting Walt Disney

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

• Positive Sentiment: Raymond James upgraded Disney to Outperform and set a $115 price target, citing a more compelling valuation as macro and visitation headwinds ease — a dealer-level vote of confidence that likely supports buying interest. A $115 Price Target Puts Disney (DIS) Back in Focus — But Why Now?
• Positive Sentiment: Goldman Sachs reiterated a Buy and maintains a $151 price target, reinforcing upside expectations ahead of Disney’s fiscal Q2 results and supporting bullish positioning. Goldman Sachs Remains a Buy on Walt Disney Company (DIS)
• Positive Sentiment: Disney is expanding ESPN content distribution by adding ESPN sports to its flagship streaming service in an additional 53 countries, which should help engagement and monetization internationally. Analysts Cheer as Disney (DIS) Adds ESPN Sports to Its Streaming Platform
• Positive Sentiment: Disney earned a record 96 News & Documentary Emmy nominations, a content-quality signal that can bolster brand, licensing and subscriber interest over time. The Walt Disney Company Earns 96 News & Documentary Emmy® Award Nominations in 2026
• Neutral Sentiment: Barclays trimmed its price target from $140 to $130 but kept an Overweight rating — a downgrade in target that tempers upside, offset by continued buy-side support. Benzinga Coverage
• Neutral Sentiment: Zacks highlights the Experiences (parks/cruises) segment showing expansion-driven revenue growth, but warns rising costs and softer international visitation could limit near-term margin upside. Can Disney's Experiences Segment Maintain Its Growth Momentum?
• Neutral Sentiment: OpenAI’s shutdown of its Sora app removes one AI-video competitor but reportedly cost OpenAI a $1B content partnership tied to Disney — a development with unclear near-term impact on Disney’s streaming/content strategy. OpenAI Shutters Sora: A Win for Meta Platforms Amid a Rocky Stretch (DIS)
• Negative Sentiment: Michigan’s Supreme Court declined to hear an appeal, leaving Disney potentially liable for a significant state tax bill — a legal/tax liability that could pressure near-term cash flows if resolved unfavorably. Disney may be on hook for Michigan taxes after justices decline appeal

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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