Lincluden Management Ltd. Raises Holdings in The Walt Disney Company $DIS

Key Points

• Lincluden Management increased its Disney stake by 26.7% in Q4, buying 8,008 shares to hold 37,955 shares worth about $3.99 million per its latest SEC filing.
• Disney recently beat earnings and revenue estimates (Q: $1.63 EPS vs. $1.57 consensus; revenue $25.98B vs. $25.54B), with revenue up 5.2% year‑over‑year and analysts holding a "Moderate Buy" consensus with an average price target of $133.53.
• Heightened near‑term risks include an FCC early review of ABC broadcast licenses and political pressure over content (e.g., calls to fire Jimmy Kimmel), which investors view as potential catalysts for increased volatility.

Lincluden Management Ltd. boosted its stake in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 26.7% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 37,955 shares of the entertainment giant's stock after purchasing an additional 8,008 shares during the quarter. Lincluden Management Ltd.'s holdings in Walt Disney were worth $3,986,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in DIS. Copeland Capital Management LLC purchased a new position in shares of Walt Disney in the 3rd quarter valued at about $25,000. Strengthening Families & Communities LLC purchased a new position in shares of Walt Disney in the 3rd quarter valued at about $29,000. JPL Wealth Management LLC purchased a new position in shares of Walt Disney in the 3rd quarter valued at about $30,000. Pilgrim Partners Asia Pte Ltd purchased a new position in shares of Walt Disney in the 3rd quarter valued at about $33,000. Finally, Bare Financial Services Inc boosted its stake in shares of Walt Disney by 48.5% in the 3rd quarter. Bare Financial Services Inc now owns 291 shares of the entertainment giant's stock valued at $33,000 after buying an additional 95 shares during the period. Hedge funds and other institutional investors own 65.71% of the company's stock.

Walt Disney Price Performance

Shares of NYSE DIS opened at $101.52 on Wednesday. The company has a debt-to-equity ratio of 0.31, a quick ratio of 0.61 and a current ratio of 0.67. The Walt Disney Company has a fifty-two week low of $88.56 and a fifty-two week high of $124.69. The firm has a market capitalization of $179.84 billion, a PE ratio of 14.93, a price-to-earnings-growth ratio of 1.43 and a beta of 1.44. The stock's 50-day simple moving average is $101.01 and its 200-day simple moving average is $106.85.

Walt Disney (NYSE:DIS - Get Free Report) last issued its earnings results on Monday, February 2nd. The entertainment giant reported $1.63 earnings per share 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 for the quarter, compared to analyst estimates of $25.54 billion. During the same quarter last year, the company earned $1.40 EPS. The business's quarterly revenue was up 5.2% on a year-over-year basis. As a group, equities research analysts forecast that The Walt Disney Company will post 6.61 EPS for the current fiscal year.

Analysts Set New Price Targets

DIS has been the subject of several recent research reports. Needham & Company LLC reiterated a "buy" rating and issued a $125.00 price objective on shares of Walt Disney in a research note on Tuesday, March 31st. Raymond James Financial upgraded Walt Disney from a "market perform" rating to an "outperform" rating and set a $115.00 price objective for the company in a research note on Wednesday, April 1st. Wells Fargo & Company decreased their price objective on Walt Disney from $150.00 to $148.00 and set an "overweight" rating for the company in a research note on Friday, March 27th. Citigroup decreased their price objective on Walt Disney from $145.00 to $140.00 and set a "buy" rating for the company in a research note on Friday, January 16th. Finally, The Goldman Sachs Group reiterated a "buy" rating and issued a $151.00 price objective on shares of Walt Disney in a research note on Monday, February 2nd. Seventeen equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average price target of $133.53.

More Walt Disney News

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

• Positive Sentiment: Corporate goodwill and park/charity initiatives continue to support brand and consumer demand: Disney launched its annual "Week of Wishes" with Make‑A‑Wish and remains active on parks experience upgrades, which help near‑term revenue and PR. Disney and Make-A-Wish Team Up to Grant Life-changing Wishes
• Positive Sentiment: Strategic focus on parks and experience-driven investment seen as long‑term growth driver: coverage highlights Disney's multibillion-dollar commitment to in‑person experiences that are harder to replicate by AI/streaming competitors. Disney’s $60 billion bet on the one thing AI can’t replace
• Neutral Sentiment: Disney said it no longer plans to spin off ESPN — a mixed signal for investors: keeping ESPN retains steady cash flow but removes a potential catalyst for value unlocking via a spin‑off. Disney is no longer planning to spin off ESPN
• Neutral Sentiment: Streaming organization changes after a senior data executive exit may improve operations but create short‑term disruption: management is reshuffling streaming data teams following the departure of Ajay Arora. Disney is shaking up its streaming data teams as a top exec leaves
• Negative Sentiment: Regulatory risk escalated as the FCC initiated an early review of ABC broadcast licenses tied to Disney's DEI policies — this is a material near‑term risk that could lead to fines, licensing complications, or protracted hearings. Investors see this as a catalyst for increased volatility. FCC begins review of Disney broadcast licenses years ahead of schedule
• Negative Sentiment: Political pressure: President Trump and others publicly demanded ABC fire Jimmy Kimmel after a controversial monologue, intensifying scrutiny and tying content decisions to regulatory outcomes — a reputational and governance headwind. Trump Calls Kimmel Jokes ‘Despicable,’ Tells ABC to Fire Him
• Negative Sentiment: Analyst and commentary pieces flag downside scenarios tied to regulation, content risk, and streaming competition — reminders that downside case investors are monitoring remains relevant. Here's the Worst-Case Scenario for Disney Stock

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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