Graves Light Lenhart Wealth Inc. Sells 5,999 Shares of The Walt Disney Company $DIS

Key Points

• Graves Light Lenhart Wealth Inc. trimmed its stake in The Walt Disney Company by 18.2%, selling 5,999 shares in Q4 and now holds 27,010 shares valued at about $3.07 million.
• Analyst sentiment is a Moderate Buy with an average price target of $134.13 (17 Buys, 6 Holds, 1 Sell), although some firms have recently cut targets — notably Guggenheim to $115.
• Disney beat Q4 estimates with $1.63 EPS vs. $1.57 expected and $25.98 billion in revenue (up 5.2% YoY); the stock’s 12‑month range is $80.10–$124.69 and market cap is about $176 billion.

Graves Light Lenhart Wealth Inc. trimmed its position in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 18.2% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 27,010 shares of the entertainment giant's stock after selling 5,999 shares during the quarter. Graves Light Lenhart Wealth Inc.'s holdings in Walt Disney were worth $3,073,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Affinity Capital Advisors LLC acquired a new position in shares of Walt Disney during the fourth quarter valued at about $222,000. Inspirion Wealth Advisors LLC raised its holdings in shares of Walt Disney by 21.1% in the 4th quarter. Inspirion Wealth Advisors LLC now owns 4,427 shares of the entertainment giant's stock worth $504,000 after acquiring an additional 772 shares during the last quarter. Independence Wealth Advisors LLC bought a new position in Walt Disney in the 4th quarter valued at about $512,000. Tompkins Financial Corp lifted its position in Walt Disney by 3.2% in the 4th quarter. Tompkins Financial Corp now owns 8,547 shares of the entertainment giant's stock valued at $972,000 after acquiring an additional 269 shares in the last quarter. Finally, Asempa Wealth Advisors acquired a new position in Walt Disney during the 4th quarter valued at about $425,000. 65.71% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

DIS has been the subject of a number of recent research reports. Morgan Stanley initiated coverage on Walt Disney in a report on Tuesday, February 3rd. They set an "overweight" rating and a $135.00 price objective for the company. The Goldman Sachs Group reaffirmed a "buy" rating and set a $151.00 target price on shares of Walt Disney in a research report on Monday, February 2nd. UBS Group reiterated a "mixed" rating on shares of Walt Disney in a report on Monday, February 2nd. Jefferies Financial Group lowered their price target on Walt Disney from $136.00 to $132.00 and set a "buy" rating for the company in a research report on Tuesday, February 3rd. Finally, Guggenheim dropped their price objective 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. Seventeen analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $134.13.

Walt Disney Price Performance

Shares of NYSE DIS opened at $99.36 on Monday. The Walt Disney Company has a twelve month low of $80.10 and a twelve month high of $124.69. The stock's 50 day moving average price is $106.26 and its 200-day moving average price is $109.63. The company has a market capitalization of $176.02 billion, a PE ratio of 14.61, a PEG ratio of 1.35 and a beta of 1.42. The company has a quick ratio of 0.61, a current ratio of 0.67 and a debt-to-equity ratio of 0.31.

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, beating analysts' consensus estimates of $1.57 by $0.06. The company had revenue of $25.98 billion during the quarter, compared to the consensus estimate of $25.54 billion. Walt Disney had a return on equity of 8.90% and a net margin of 12.80%.Walt Disney's revenue was up 5.2% on a year-over-year basis. During the same period last year, the business posted $1.40 earnings per share. On average, equities analysts anticipate that The Walt Disney Company will post 5.47 EPS for the current year.

Key Headlines Impacting Walt Disney

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

• Positive Sentiment: Board elevates CEO Josh D’Amaro to the board and Disney’s executive committee — a governance vote of confidence that gives the CEO greater influence over strategy execution and reassures investors during the leadership transition. Disney Elevates CEO Josh D’Amaro to Board, Executive Committee
• Positive Sentiment: New CEO outlines a unified strategy to make Disney+ the company’s digital centerpiece, linking streaming with parks, games and films — strategic clarity that could improve monetization and cross-sell opportunities if execution follows. Disney Unveils Plan to Make Disney+ Its Digital Centerpiece
• Neutral Sentiment: Walt Disney Studios promotes Erin Barrier to SVP of Communications — an operational/PR hire that supports communications continuity during the transition but is unlikely to move the stock materially. Walt Disney Studios Promotes Erin Barrier to SVP of Communications
• Neutral Sentiment: Disney Cruise Line reveals a new Wish-class ship — positive for the parks/cruise segment branding and long-term capacity, but a low-impact near-term news item for equity performance. Disney Cruise Line Reveals Its Newest Ship—Here’s What To Know
• Negative Sentiment: Guggenheim cut its price target on DIS to $115 — a sign that some analysts are trimming expectations amid the leadership change and near-term execution uncertainty. Analyst downgrades can pressure sentiment and cap short-term upside. Guggenheim Lowers Walt Disney Price Target to $115.00
• Negative Sentiment: Disney agreed to a roughly $50M settlement in a livestream subscriber class action — an immediate cash cost and a reminder of regulatory/legal risks tied to subscription practices. Disney settles livestream subscriber class action for $50 million
• Negative Sentiment: Wall Street commentary is mixed-to-critical — some analysts are publicly urging bolder moves (e.g., exit linear TV, pursue transformative M&A) and warning that the stock remains sluggish, keeping investor scrutiny high. Tough Love For New Disney CEO Josh D'Amaro As Wall Street Frets Over Sluggish Stock

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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