LVM Capital Management Ltd. MI Sells 33,418 Shares of The Walt Disney Company $DIS

Key Points

• LVM Capital Management sold 33,418 Disney shares in Q4, cutting its stake by 89.8% to 3,791 shares valued at $431,000.
• Large institutions meanwhile boosted exposure—most notably Norges Bank (~$2.62B) and Viking Global (~$725M)—and institutional investors now own about 65.7% of Disney stock.
• Analysts hold a consensus “Moderate Buy” with a $134.13 target, but recent setbacks (the OpenAI deal collapse, Epic Games complications) and CEO transition optics create short‑term execution risk despite solid parks results and an earnings beat.

LVM Capital Management Ltd. MI lowered its position in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 89.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 3,791 shares of the entertainment giant's stock after selling 33,418 shares during the quarter. LVM Capital Management Ltd. MI's holdings in Walt Disney were worth $431,000 at the end of the most recent quarter.

Other hedge funds have also recently modified their holdings of the company. Norges Bank bought a new position in shares of Walt Disney in the 2nd quarter worth about $2,618,295,000. Viking Global Investors LP bought a new stake in Walt Disney during the second quarter worth about $725,219,000. Assenagon Asset Management S.A. boosted its stake in Walt Disney by 231.4% during the third quarter. Assenagon Asset Management S.A. now owns 4,711,353 shares of the entertainment giant's stock worth $539,450,000 after acquiring an additional 3,289,707 shares in the last quarter. Boston Partners grew its holdings in Walt Disney by 84.2% in the second quarter. Boston Partners now owns 6,921,229 shares of the entertainment giant's stock worth $856,582,000 after purchasing an additional 3,162,938 shares during the period. Finally, State Street Corp grew its holdings in Walt Disney by 3.0% in the third quarter. State Street Corp now owns 82,019,749 shares of the entertainment giant's stock worth $9,391,261,000 after purchasing an additional 2,376,706 shares during the period. Institutional investors own 65.71% of the company's stock.

Analyst Ratings Changes

Several equities analysts have recently issued reports on the stock. Guggenheim lowered their target price on shares of Walt Disney from $140.00 to $115.00 and set a "buy" rating for the company in a report on Wednesday, March 18th. Phillip Securities upgraded Walt Disney to a "moderate buy" rating in a research note on Monday, January 12th. The Goldman Sachs Group reaffirmed a "buy" rating and set a $151.00 price objective on shares of Walt Disney in a research report on Monday, February 2nd. Needham & Company LLC reiterated a "buy" rating and set a $125.00 price objective on shares of Walt Disney in a research note on Monday, February 2nd. Finally, TD Cowen reissued a "hold" rating and issued a $123.00 target price on shares of Walt Disney in a report on Tuesday, February 3rd. Seventeen research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus target price of $134.13.

Walt Disney News Summary

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

• Positive Sentiment: Broker bullishness and guidance on timing — Bank of America reiterated a Buy and says Disney’s fiscal 2026 earnings growth is likely to be weighted to the back half of the year, which supports a recovery thesis for investors focused on H2 cash flow and margin improvement. Disney poised for back-half earnings acceleration, Bank of America says
• Positive Sentiment: Theme-park demand remains strong — reports show Lightning Lane sell-outs through Easter, indicating durable attendance/pricing power at parks and a healthy near-term revenue stream from parks & experiences. Strong park operations help offset media/tech headwinds. Lightning Lane Sell Outs Continue Through Easter at Walt Disney World
• Positive Sentiment: Analyst view that exiting the OpenAI tie-up can protect IP and capital — at least one analyst (Needham) kept a Buy and framed the decision to step back from the OpenAI deal as protecting IP value and flexibility. That view can reassure investors who worry about large, ill-fitting tech commitments. Disney: Protecting IP Value and Capital Flexibility by Exiting OpenAI Partnership Supports Buy Rating
• Neutral Sentiment: Strategy update: expanding streaming with experiences and games — management plans to push interactive experiences/games into streaming, a long-term revenue diversification play that will require execution and investment before visibly moving the needle. Walt Disney (DIS) Plans to Expand Streaming Platforms with Experiences and Games
• Neutral Sentiment: Talent hire in branded TV — hiring Netflix’s Atiya Henry as EVP Production for Disney Branded Television is a modest positive for content pipeline but unlikely to move near-term results materially. Netflix’s Atiya Henry Joins Disney Branded Television As EVP Production
• Neutral Sentiment: Technicals show oversold conditions — some screens flag DIS as oversold, which can attract bargain-hunters but also reflects real near-term uncertainty. 4 Consumer Favorites Look Oversold Right Now: Disney, McDonald's and More
• Negative Sentiment: Major AI partnership unraveled — OpenAI shut down its Sora video generator and the high‑profile ~$1B deal with Disney is now off, removing a hoped-for route to AI-driven content creation and licensing revenue and creating uncertainty around Disney’s tech roadmap. This is the principal driver of investor concern. Disney’s AI And Gaming Setbacks Test New Technology Ambitions
• Negative Sentiment: Epic Games tie-up complication — large layoffs at Epic complicate Disney’s previously announced $1.5B shared-digital-universe initiative, increasing execution risk for any gaming/metaverse bets. Disney's $1.5 Billion Epic Games Deal Meets a Complicated Reality After Mass Layoffs
• Negative Sentiment: Leadership optics: new CEO’s first week hit by tech setbacks — early headlines about Josh D’Amaro’s transition being marred by the OpenAI/Fortnite issues add short-term governance and strategy uncertainty that can pressure sentiment. Disney CEO’s First Week Marred by ‘Fortnite,’ OpenAI Woes

Walt Disney Stock Down 0.4%

NYSE:DIS opened at $95.98 on Thursday. 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 firm has a market cap of $170.03 billion, a P/E ratio of 14.12, a P/E/G ratio of 1.31 and a beta of 1.42. The Walt Disney Company has a fifty-two week low of $80.10 and a fifty-two week high of $124.69. The firm has a 50-day simple moving average of $105.28 and a two-hundred day simple moving average of $109.24.

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 (EPS) for the quarter, topping the consensus estimate of $1.57 by $0.06. The firm had revenue of $25.98 billion for the quarter, compared to the consensus estimate of $25.54 billion. Walt Disney had a net margin of 12.80% and a return on equity of 8.90%. The business's revenue was up 5.2% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.40 earnings per share. Analysts predict that The Walt Disney Company will post 5.47 earnings per share for the current fiscal year.

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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