OFI Invest Asset Management Grows Stake in The Walt Disney Company $DIS

Key Points

• OFI Invest Asset Management boosted its stake in The Walt Disney Company by 368.6% in Q4 to 87,896 shares (adding 69,137 shares), worth about $10 million per its latest 13F filing.
• New CEO Susan D'Amaro plans to cut up to ~1,000 jobs (largely in marketing) to reduce costs and improve near-term margins, and several analysts have recently upgraded Disney with a consensus price target around $132.
• Industry consolidation (e.g., Paramount and Warner Bros. Discovery) and modest analyst EPS downgrades have left investors cautious—Disney shares opened at $99.90, with a market cap near $177 billion and a 52‑week range of $82.01–$124.69.

OFI Invest Asset Management increased its stake in The Walt Disney Company (NYSE:DIS - Free Report) by 368.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 87,896 shares of the entertainment giant's stock after acquiring an additional 69,137 shares during the period. OFI Invest Asset Management's holdings in Walt Disney were worth $10,000,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Copeland Capital Management LLC bought a new stake in Walt Disney in the third quarter worth about $25,000. Strengthening Families & Communities LLC bought a new stake in Walt Disney in the third quarter worth about $29,000. JPL Wealth Management LLC bought a new stake in Walt Disney in the third quarter worth about $30,000. Pilgrim Partners Asia Pte Ltd bought a new stake in Walt Disney in the third quarter worth about $33,000. Finally, Bare Financial Services Inc lifted its stake in Walt Disney by 48.5% in the third quarter. Bare Financial Services Inc now owns 291 shares of the entertainment giant's stock worth $33,000 after purchasing an additional 95 shares during the last quarter. Hedge funds and other institutional investors own 65.71% of the company's stock.

Key Headlines Impacting Walt Disney

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

• Positive Sentiment: D'Amaro plans to cut up to ~1,000 jobs (largely in marketing), a near-term cost-saving move that should reduce operating expenses and help near-term profitability. This is one of the first visible actions from the new CEO and is typically viewed as accretive to margins. Reuters: Disney plans cut 1,000 jobs
• Positive Sentiment: Recent analyst optimism and upgrades (e.g., Raymond James moved DIS to Outperform with a $115 target) support the case that valuation and eventual margin improvement could drive upside for the stock. Yahoo Finance: $115 Price Target
• Positive Sentiment: Fundamental bulls point to continued growth in Experiences (parks/cruises) and improving streaming profitability — reasons some analysts still recommend holding or buying on weakness. Zacks: 3 Reasons to Hold
• Neutral Sentiment: Barclays trimmed its price target (from $140 to $130) but kept an Overweight rating — a mixed signal that trims upside expectations while still endorsing the name. (coverage note)
• Negative Sentiment: Industry consolidation: Paramount and Warner Bros. Discovery moves (backed by large capital) could create a stronger streaming competitor, adding pressure on Disney’s content and subscriber outlook. MarketBeat: Paramount-WBD power play
• Negative Sentiment: Analyst model tweaks: Some shops have trimmed FY27 estimates slightly (small EPS downgrades), signaling limited near-term earnings upside absent stronger revenue trends. (coverage note)
• Negative Sentiment: Market reaction and headlines: Several outlets note shares are under pressure despite cost cuts — investors appear cautious that job cuts alone won’t fix underlying growth or competitive gaps. Barron's: Stock reaction

Walt Disney Stock Performance

Walt Disney stock opened at $99.90 on Friday. The company has a 50 day moving average price of $101.91 and a 200-day moving average price of $107.77. 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 $82.01 and a fifty-two week high of $124.69. The company has a market capitalization of $176.97 billion, a PE ratio of 14.69, a P/E/G ratio of 1.39 and a beta of 1.44.

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, beating the consensus estimate of $1.57 by $0.06. Walt Disney had a net margin of 12.80% and a return on equity of 8.90%. The firm had revenue of $25.98 billion during the quarter, compared to the consensus estimate of $25.54 billion. During the same quarter in the previous year, the firm posted $1.40 earnings per share. The company's revenue was up 5.2% on a year-over-year basis. As a group, equities analysts forecast that The Walt Disney Company will post 5.47 earnings per share for the current year.

Analysts Set New Price Targets

Several brokerages have issued reports on DIS. Needham & Company LLC reissued a "buy" rating and issued a $125.00 price objective on shares of Walt Disney in a research note on Tuesday, March 31st. UBS Group reissued a "mixed" rating on shares of Walt Disney in a research note on Monday, February 2nd. Morgan Stanley began coverage on shares of Walt Disney in a research note on Tuesday, February 3rd. They issued an "overweight" rating and a $135.00 price objective for the company. Weiss Ratings downgraded shares of Walt Disney from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Tuesday, February 3rd. Finally, Jefferies Financial Group decreased their price objective on shares of Walt Disney from $136.00 to $132.00 and set a "buy" rating for the company in a research note on Tuesday, February 3rd. Eighteen 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. According to MarketBeat.com, Walt Disney has an average rating of "Moderate Buy" and a consensus price target of $132.19.

Walt Disney Company 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.

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