Kepler Cheuvreux Suisse SA Invests $2.81 Million in The Walt Disney Company $DIS

Key Points

• Kepler Cheuvreux Suisse SA bought a new stake of 24,521 shares in The Walt Disney Company in Q3, valued at about $2.81 million.
• Analysts have a consensus "Moderate Buy" on Disney with an average price target of $135.80 (17 Buy, 6 Hold, 1 Sell).
• Near-term catalysts include leadership succession (Thomas Mazloum named Chairman, Disney Experiences) and a strong Pixar box‑office debut, but ad-revenue pressure from YouTube and elevated short interest pose risks.

Kepler Cheuvreux Suisse SA bought a new stake in The Walt Disney Company (NYSE:DIS - Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 24,521 shares of the entertainment giant's stock, valued at approximately $2,808,000.

Several other institutional investors and hedge funds have also modified their holdings of the business. Varma Mutual Pension Insurance Co raised its holdings in Walt Disney by 8.8% in the 3rd quarter. Varma Mutual Pension Insurance Co now owns 284,894 shares of the entertainment giant's stock valued at $32,620,000 after acquiring an additional 23,100 shares in the last quarter. Sterling Investment Counsel LLC grew its holdings in shares of Walt Disney by 130.5% during the 3rd quarter. Sterling Investment Counsel LLC now owns 13,590 shares of the entertainment giant's stock worth $1,556,000 after purchasing an additional 7,695 shares in the last quarter. SVB Wealth LLC acquired a new stake in shares of Walt Disney during the 2nd quarter worth $1,352,000. Baron Silver Stevens Financial Advisors LLC increased its position 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 worth $1,187,000 after purchasing an additional 7,357 shares during the period. Finally, Rakuten Investment Management Inc. bought a new position in shares of Walt Disney in the third quarter worth $21,177,000. 65.71% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on the stock. Barclays reaffirmed an "overweight" rating on shares of Walt Disney in a research report on Monday, February 2nd. Sanford C. Bernstein reissued an "outperform" rating on shares of Walt Disney in a report on Wednesday, November 12th. KeyCorp restated a "sector weight" rating on shares of Walt Disney in a research report on Friday, November 14th. UBS Group reaffirmed a "mixed" rating on shares of Walt Disney in a report on Monday, February 2nd. Finally, Needham & Company LLC reiterated a "buy" rating and set a $125.00 price target on shares of Walt Disney in a research report on Monday, February 2nd. Seventeen research 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. According to MarketBeat.com, Walt Disney presently has a consensus rating of "Moderate Buy" and an average target price of $135.80.

Walt Disney Stock Performance

NYSE:DIS opened at $101.30 on Wednesday. The stock's 50-day simple moving average is $108.55 and its 200 day simple moving average is $110.67. The firm has a market capitalization of $179.45 billion, a PE ratio of 14.90, a price-to-earnings-growth ratio of 1.38 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. The Walt Disney Company has a twelve month low of $80.10 and a twelve month high of $124.69.

Walt Disney (NYSE:DIS - Get Free Report) last issued 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. The firm 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%.The business's quarterly revenue was up 5.2% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.40 earnings per share. On average, analysts anticipate that The Walt Disney Company will post 5.47 EPS for the current fiscal year.

Key Walt Disney News

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

• Positive Sentiment: Disney named Thomas Mazloum as Chairman, Disney Experiences, succeeding Josh D’Amaro as D’Amaro moves up to CEO — a leadership succession that reduces uncertainty around Parks operations and should help execution on the company’s large parks expansion strategy. Disney Names Thomas Mazloum As New Head Of Experiences
• Positive Sentiment: Pixar’s new release "Hoppers" opened at No.1 with a $46M debut, topping forecasts — a near-term box-office win that supports studio revenue and helps content momentum across theatrical and streaming funnels. Disney's Pixar Film Hoppers Opens No.1 With $46 Million Debut
• Neutral Sentiment: Brand and park-level activations continue (e.g., first-ever Princess Tiana exhibit and new merchandise/queue updates) — supports guest engagement and ancillary revenue but is unlikely to move the stock materially on its own. Tour the First-Ever Princess Tiana Exhibit by Walt Disney Imagineering at Indianapolis Children’s Museum
• Negative Sentiment: New data show YouTube’s ad revenue now outpaces Disney (and major traditional rivals) — a structural ad-market shift that pressures Disney’s Media & Advertising segment and could weigh on ad revenue growth and margins. YouTube now generates more ad revenue than Disney, NBC, Paramount, and WBD — combined
• Negative Sentiment: Disney remains one of the most shorted Dow stocks — elevated short interest increases downside risk and can amplify selling pressure in volatile periods. Disney (DIS) Is One of the Most Shorted Dow Stocks: The Contrarian Bear Case
• Negative Sentiment: Near-term travel-and-leisure selling tied to geopolitical tensions has pressured Disney shares, as investors mark down risk to parks and travel demand. Disney Stock Slides To Start The Week: What's Behind The Weakness?

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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