Oppenheimer & Co. Inc. Has $11.14 Million Stock Position in The Walt Disney Company $DIS

Key Points

• Oppenheimer & Co. Inc. reduced its stake in The Walt Disney Company by 6.1% in Q4 and now holds 97,921 shares valued at about $11.14 million.
• Sell‑side coverage remains generally positive with a consensus rating of "Moderate Buy" and a consensus target of $133.53 (17 Buy, 5 Hold, 1 Sell).
• Disney recently beat estimates with $1.63 EPS and revenue of $25.98 billion (up 5.2% YoY), but faces headwinds including an FCC review of broadcast licenses and negative publicity from Marvel layoffs.

Oppenheimer & Co. Inc. decreased its position in The Walt Disney Company (NYSE:DIS - Free Report) by 6.1% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 97,921 shares of the entertainment giant's stock after selling 6,403 shares during the period. Oppenheimer & Co. Inc.'s holdings in Walt Disney were worth $11,140,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the company. Strengthening Families & Communities LLC acquired a new position in shares of Walt Disney in the 3rd quarter worth approximately $29,000. JPL Wealth Management LLC acquired a new position in shares of Walt Disney in the 3rd quarter worth approximately $30,000. Pilgrim Partners Asia Pte Ltd acquired a new position in shares of Walt Disney in the 3rd quarter worth approximately $33,000. Bare Financial Services Inc raised its holdings 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 worth $33,000 after buying an additional 95 shares in the last quarter. Finally, Eagle Bay Advisors LLC acquired a new position in shares of Walt Disney in the 4th quarter worth approximately $37,000. Institutional investors and hedge funds own 65.71% of the company's stock.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on DIS. Phillip Securities raised Walt Disney to a "moderate buy" rating in a report on Monday, January 12th. Needham & Company LLC reissued a "buy" rating and issued a $125.00 target price on shares of Walt Disney in a report on Tuesday, March 31st. Weiss Ratings raised Walt Disney from a "hold (c)" rating to a "hold (c+)" rating in a report on Wednesday. Barclays dropped their target price on Walt Disney from $140.00 to $130.00 and set an "overweight" rating for the company in a report on Wednesday, April 8th. Finally, Wells Fargo & Company dropped their target price on Walt Disney from $150.00 to $148.00 and set an "overweight" rating for the company in a report on Friday, March 27th. Seventeen analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat.com, Walt Disney currently has a consensus rating of "Moderate Buy" and a consensus target price of $133.53.

Walt Disney News Roundup

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 Down 0.5%

NYSE DIS opened at $103.18 on Friday. The firm has a market cap of $182.79 billion, a PE ratio of 15.17, a price-to-earnings-growth ratio of 1.45 and a beta of 1.42. The Walt Disney Company has a one year low of $89.61 and a one year high of $124.69. The stock's 50 day simple moving average is $100.85 and its 200 day simple moving average is $106.79. 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 released its quarterly earnings results on Monday, February 2nd. The entertainment giant reported $1.63 EPS for the quarter, topping analysts' consensus estimates of $1.57 by $0.06. The business had revenue of $25.98 billion for the quarter, compared to analyst estimates of $25.54 billion. Walt Disney had a return on equity of 8.90% and a net margin of 12.80%.Walt Disney's revenue for the quarter was up 5.2% on a year-over-year basis. During the same period in the prior year, the company earned $1.40 EPS. As a group, sell-side analysts forecast that The Walt Disney Company will post 6.61 earnings per share for the current fiscal 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.

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