Mutual Advisors LLC Decreases Holdings in The Walt Disney Company $DIS

Key Points

• Mutual Advisors LLC trimmed its stake in The Walt Disney Company by 10.7% in Q4, selling 7,246 shares and leaving 60,588 shares valued at about $6.89 million.
• Wall Street sentiment is a Moderate Buy consensus (17 Buys, 5 Holds, 1 Sell) with an average price target of $133.53 and individual targets ranging roughly $115–$151.
• Near‑term outlook is mixed: Morgan Stanley highlights Disney’s parks and live entertainment as durable revenue drivers, while an FCC review of broadcast licenses and negative publicity from Marvel layoffs pose regulatory and PR risks.

Mutual Advisors LLC trimmed its holdings in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 10.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 60,588 shares of the entertainment giant's stock after selling 7,246 shares during the period. Mutual Advisors LLC's holdings in Walt Disney were worth $6,893,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently bought and sold shares of the business. Pinnacle Bancorp Inc. lifted its holdings in Walt Disney by 1.5% during the 4th quarter. Pinnacle Bancorp Inc. now owns 5,876 shares of the entertainment giant's stock worth $669,000 after buying an additional 89 shares during the last quarter. Jim Saulnier & Associates LLC lifted its holdings in Walt Disney by 3.1% during the 3rd quarter. Jim Saulnier & Associates LLC now owns 2,995 shares of the entertainment giant's stock worth $343,000 after buying an additional 90 shares during the last quarter. CFO4Life Group LLC lifted 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 buying an additional 92 shares during the last quarter. Stonebrook Private Inc. lifted its holdings in Walt Disney by 4.1% during the 3rd quarter. Stonebrook Private Inc. now owns 2,357 shares of the entertainment giant's stock worth $270,000 after buying an additional 92 shares during the last quarter. Finally, Y.D. More Investments Ltd lifted its holdings in Walt Disney by 21.9% during the 3rd quarter. Y.D. More Investments Ltd now owns 524 shares of the entertainment giant's stock worth $60,000 after buying an additional 94 shares during the last quarter. 65.71% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of analysts have issued reports on DIS shares. Needham & Company LLC reaffirmed a "buy" rating and set a $125.00 price target on shares of Walt Disney in a report on Tuesday, March 31st. Raymond James Financial raised Walt Disney from a "market perform" rating to an "outperform" rating and set a $115.00 price target for the company in a report on Wednesday, April 1st. The Goldman Sachs Group reaffirmed a "buy" rating and set a $151.00 price target on shares of Walt Disney in a report on Monday, February 2nd. Phillip Securities raised Walt Disney to a "moderate buy" rating in a report on Monday, January 12th. 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 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, the company has a consensus rating of "Moderate Buy" and an average price target of $133.53.

Key Headlines Impacting Walt Disney

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

• Positive Sentiment: Morgan Stanley says live entertainment should hold value as AI commoditizes content, highlighting Disney’s advantage with theme parks and live experiences as a durable revenue stream. Live Entertainment Poised to Capture Value in AI-Driven Content Surge, Morgan Stanley Says
• Positive Sentiment: Some sell-side analysts remain upbeat: a recent note sets a $133.53 price target for DIS, and coverage shows continued Wall Street optimism that can support the stock if near‑term results meet expectations. Analysts Set The Walt Disney Company NYSE: DIS PT at $133.53
• Neutral Sentiment: Forbes outlines Disney’s pricing strategy to spread crowds and lift per‑capita revenue at parks — this is a revenue‑management move that could boost margins but risks guest pushback if perceived as price gouging. Inside Disney's Pricing Strategy To Level Out Crowds During Summer And Beyond
• Neutral Sentiment: Zacks previews Q2 metrics and Wall Street projections — investors will be watching subscriber trends, park attendance and ad/syndication revenues for signs the recovery continues into Q2. Seeking Clues to Disney (DIS) Q2 Earnings? A Peek Into Wall Street Projections for Key Metrics
• Neutral Sentiment: Disney is cutting stock‑based compensation for some tech roles (reduces payroll expense but may affect retention), and the company is rolling internal AI adoption programs — both speak to cost control and operational shifts rather than immediate revenue changes. Disney is slashing stock-based compensation for some tech employees
• Negative Sentiment: The FCC has launched an early review of Disney’s broadcast licenses, creating regulatory uncertainty that could affect valuation of Disney’s core broadcast assets and generate headline risk. FCC Review Puts Disney Broadcast Licenses And Valuation In Focus
• Negative Sentiment: Backlash over Marvel layoffs (public criticism from talent) adds to short‑term PR and morale concerns; while cost cuts may help margins, negative headlines can pressure sentiment around content strategy and talent pipelines. Evangeline Lilly Calls Disney's Marvel Layoffs "Disgusting And Horrible"

Walt Disney Stock Performance

Shares of Walt Disney stock opened at $103.18 on Friday. The firm's fifty day simple moving average is $100.85 and its 200-day simple moving average is $106.79. The stock has a market capitalization of $182.79 billion, a price-to-earnings ratio of 15.17, a PEG ratio of 1.45 and a beta of 1.42. The Walt Disney Company has a 12 month low of $89.61 and a 12 month high of $124.69. 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 announced its 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 business had revenue of $25.98 billion for the quarter, compared to analysts' expectations of $25.54 billion. Walt Disney had a net margin of 12.80% and a return on equity of 8.90%. The company's quarterly revenue was up 5.2% on a year-over-year basis. During the same period in the previous year, the company posted $1.40 EPS. As a group, equities analysts forecast that The Walt Disney Company will post 6.61 earnings per share for the current year.

Walt Disney 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.

Want to see what other hedge funds are holding DIS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for The Walt Disney Company (NYSE:DIS - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.