Mitsubishi UFJ Trust & Banking Corp Has $115.37 Million Stock Holdings in The Walt Disney Company $DIS

Key Points

• Mitsubishi UFJ Trust & Banking Corp increased its stake in The Walt Disney Company by 5.2% in Q4 to 1,014,096 shares, representing about 0.06% of the company and worth roughly $115.37 million.
• Disney posted a quarterly EPS of $1.63 (beating estimates) and revenue of $25.98 billion (up 5.2% YoY); the stock trades near $102.40 with a market cap of $181.4 billion and a consensus analyst rating of Moderate Buy (target $133.53).
• Near‑term catalysts and risks include parks momentum and CSR initiatives supporting demand, a streaming data‑team reorganization and broad internal AI adoption, and heightened reputational/regulatory risk from recent political backlash tied to ABC programming.

Mitsubishi UFJ Trust & Banking Corp boosted its stake in The Walt Disney Company (NYSE:DIS - Free Report) by 5.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,014,096 shares of the entertainment giant's stock after purchasing an additional 49,803 shares during the period. Mitsubishi UFJ Trust & Banking Corp owned about 0.06% of Walt Disney worth $115,374,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Pinnacle Bancorp Inc. raised its position in Walt Disney by 1.5% in the fourth quarter. Pinnacle Bancorp Inc. now owns 5,876 shares of the entertainment giant's stock valued at $669,000 after purchasing an additional 89 shares during the last quarter. Jim Saulnier & Associates LLC raised its holdings in Walt Disney by 3.1% in the 3rd quarter. Jim Saulnier & Associates LLC now owns 2,995 shares of the entertainment giant's stock valued at $343,000 after buying an additional 90 shares during the last quarter. Atlas Brown Inc. boosted its position in Walt Disney by 0.5% during the 3rd quarter. Atlas Brown Inc. now owns 20,202 shares of the entertainment giant's stock worth $2,313,000 after buying an additional 91 shares during the period. CFO4Life Group LLC grew its holdings in Walt Disney by 1.2% during the 3rd quarter. CFO4Life Group LLC now owns 7,894 shares of the entertainment giant's stock worth $904,000 after acquiring an additional 92 shares during the last quarter. Finally, Stonebrook Private Inc. increased its position in Walt Disney by 4.1% in 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 during the period. Institutional investors own 65.71% of the company's stock.

More Walt Disney News

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

• Positive Sentiment: Disney launched "Disney Week of Wishes" with Make‑A‑Wish, a high‑visibility CSR and PR push that reinforces brand goodwill and guest engagement across parks and media, which can support consumer demand and sponsorships. Disney and Make-A-Wish Team Up
• Positive Sentiment: Parks news — previews of updated Disney World roller coasters and rededication of a reimagined Wish Lounge help maintain park experience momentum and pricing power heading into peak travel season. These operational highlights support the parks & experiences revenue narrative. Disney Imagineers Peek Wish Lounge Rededication
• Neutral Sentiment: Streaming org shake‑up — Disney is reorganizing streaming data teams after the imminent departure of SVP Ajay Arora. Reorgs can create short‑term disruption but could also improve data alignment long‑term; investors will watch execution and whether content/monetization metrics are affected. Streaming Teams Reorg Business Insider Memo
• Neutral Sentiment: Internal AI adoption — leaked internal docs show heavy employee use of AI tools and token consumption; signals large‑scale adoption (and potential cost) but not an immediate revenue driver. Watch for corporate guidance on AI spend and product integration. AI Adoption Dashboard
• Negative Sentiment: Political backlash — President Trump and the First Lady publicly demanded ABC (owned by Disney) fire Jimmy Kimmel over a recent joke. The escalation draws Disney into partisan controversy, raising short‑term reputational risk, potential advertiser pressure, and renewed regulatory scrutiny. Market participants tend to penalize media owners facing political headlines. Trump Says ABC Should Fire Jimmy Kimmel Bloomberg: Trump Calls Kimmel Jokes Despicable
• Negative Sentiment: Regulatory/political pressure spotlight — reporting and filings noted that Disney has expanded federal lobbying and is under greater scrutiny on content and platform policy. Combined with the Kimmel dispute, this raises the risk premium for Disney’s media assets and could influence future regulatory outcomes. QuiverQuant: Renewed Political Pressure

Walt Disney Stock Performance

Shares of DIS opened at $102.40 on Tuesday. The Walt Disney Company has a one year low of $88.56 and a one year high of $124.69. The company has a market cap of $181.40 billion, a PE ratio of 15.06, a P/E/G ratio of 1.43 and a beta of 1.44. The stock has a 50-day moving average of $101.09 and a 200-day moving average of $106.90. The company has a debt-to-equity ratio of 0.31, a current ratio of 0.67 and a quick ratio of 0.61.

Walt Disney (NYSE:DIS - Get Free Report) last posted its quarterly 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 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 the consensus estimate of $25.54 billion. During the same period in the prior year, the business earned $1.40 EPS. The firm's revenue for the quarter was up 5.2% on a year-over-year basis. On average, equities research analysts predict that The Walt Disney Company will post 6.61 EPS for the current fiscal year.

Analyst Ratings Changes

Several research analysts have issued reports on the stock. Guggenheim lowered their price target 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. TD Cowen reaffirmed a "hold" rating and issued a $123.00 price objective on shares of Walt Disney in a research note on Tuesday, February 3rd. Morgan Stanley assumed coverage on shares of Walt Disney in a research note on Tuesday, February 3rd. They set an "overweight" rating and a $135.00 target price for the company. Weiss Ratings lowered shares of Walt Disney from a "buy (b-)" rating to a "hold (c+)" rating in a report on Tuesday, February 3rd. Finally, Barclays cut 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, April 8th. Seventeen 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 stock. According to MarketBeat.com, Walt Disney currently has a consensus rating of "Moderate Buy" and a consensus price target of $133.53.

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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