Rathbones Group PLC Has $70.78 Million Holdings in The Walt Disney Company $DIS

Key Points

• Rathbones Group PLC cut its stake in The Walt Disney Company by 15.5%, selling 114,090 shares to hold 622,107 shares worth about $70.78 million at quarter-end.
• Several large institutions moved or expanded positions—Viking Global opened a new stake (~$725.2M), Assenagon added ~3.29M shares to hold 4.71M (~$539.5M), and State Street holds ~82.02M shares (~$9.39B); institutional ownership is ~65.7%.
• Disney beat Q4 estimates with EPS of $1.63 vs. $1.57 and revenue of $25.98B, and analysts maintain a consensus rating of "Moderate Buy" with an average price target of $132.81 amid mixed recent upgrades and downgrades.

Rathbones Group PLC decreased its position in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 15.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 622,107 shares of the entertainment giant's stock after selling 114,090 shares during the period. Rathbones Group PLC's holdings in Walt Disney were worth $70,777,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of the company. Viking Global Investors LP bought a new stake in Walt Disney during the 2nd quarter valued at approximately $725,219,000. Assenagon Asset Management S.A. increased its position in Walt Disney by 231.4% in the 3rd quarter. Assenagon Asset Management S.A. now owns 4,711,353 shares of the entertainment giant's stock worth $539,450,000 after buying an additional 3,289,707 shares during the period. State Street Corp increased its position in Walt Disney by 3.0% in the 3rd quarter. State Street Corp now owns 82,019,749 shares of the entertainment giant's stock worth $9,391,261,000 after buying an additional 2,376,706 shares during the period. Alliancebernstein L.P. lifted its holdings in shares of Walt Disney by 16.6% during the second quarter. Alliancebernstein L.P. now owns 12,134,487 shares of the entertainment giant's stock worth $1,504,798,000 after buying an additional 1,727,251 shares during the last quarter. Finally, Maverick Capital Ltd. bought a new stake in shares of Walt Disney in the second quarter valued at approximately $187,067,000. 65.71% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several brokerages have recently issued reports on DIS. 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. TD Cowen reissued a "hold" rating and issued a $123.00 price target on shares of Walt Disney in a report on Tuesday, February 3rd. Citigroup decreased their price target on shares of Walt Disney from $145.00 to $140.00 and set a "buy" rating on the stock in a research report on Friday, January 16th. The Goldman Sachs Group restated a "buy" rating and set a $151.00 price objective on shares of Walt Disney in a report on Monday, February 2nd. Finally, Barclays reaffirmed an "overweight" rating on shares of Walt Disney in a research report on Monday, February 2nd. Eighteen analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Walt Disney presently has an average rating of "Moderate Buy" and a consensus price target of $132.81.

Walt Disney News Summary

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

• Positive Sentiment: Raymond James upgraded DIS to "Outperform," giving the stock a near‑term boost from a respected shop citing confidence in Disney’s execution. Raymond James Financial Upgrades Walt Disney NYSE: DIS to "Outperform"
• Positive Sentiment: Needham reiterated a "Buy" rating, reinforcing analyst support and helping offset some recent negative headlines. Needham & Company LLC Reiterates "Buy" Rating for Walt Disney NYSE: DIS
• Positive Sentiment: Industry coverage notes parks & experiences could see a boom this year (attendance recovery, pricing power, and targeted promotions such as Disney+ subscriber hotel deals), supporting near‑term revenue visibility. Why Disney's parks business could boom this year despite economic turbulence and the Iran war
• Neutral Sentiment: Sectors trends show streaming revenue growth increasingly driven by price increases and ads rather than new subs — a positive for unit economics but a mixed subscriber story for Disney+. Price Hikes Driving U.S. Streaming Video Sales Growth, Not New Subscribers
• Neutral Sentiment: Disney is shifting its AI strategy after exiting its OpenAI investment and Sora efforts, signaling a reallocation of tech spend that is likely neutral near‑term but relevant for long‑term content/production efficiency. Disney's OpenAI Investment Is Over. Here's Where the Company Is Focusing Its Efforts in 2026.
• Negative Sentiment: Wells Fargo and Deutsche Bank trimmed price targets and some analysts have scaled back near‑term forecasts, keeping upside consensus below prior levels and pressuring sentiment. Wells Fargo Trims PT on The Walt Disney Company (DIS) Amid Softer Growth Narrative
• Negative Sentiment: Coverage questioning dividend safety after a reported ~$50M settlement and leadership change raises near‑term cash‑allocation concerns for income‑oriented investors. Is Disney’s Dividend Safe? A $50M Settlement and a New CEO Put It to the Test
• Negative Sentiment: Recent guest‑experience and operations stories — shuttle shutdowns, new entry rules and isolated legal/arrest incidents — could weigh on short‑term park sentiment and PR. DISNEY TRANSPORT TROUBLES: Shuttle Shutdown & New Rules Snarl Guest Access

Walt Disney Stock Up 0.1%

DIS opened at $96.69 on Monday. The firm has a market cap of $171.28 billion, a price-to-earnings ratio of 14.22, a PEG ratio of 1.35 and a beta of 1.44. 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's 50-day simple moving average is $102.96 and its 200-day simple moving average is $108.15. The Walt Disney Company has a twelve month low of $80.10 and a twelve month high of $124.69.

Walt Disney (NYSE:DIS - Get Free Report) last announced its quarterly earnings results on Monday, February 2nd. The entertainment giant reported $1.63 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.57 by $0.06. The firm had revenue of $25.98 billion during 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 firm's quarterly revenue was up 5.2% on a year-over-year basis. During the same period last year, the firm posted $1.40 EPS. Equities research analysts anticipate that The Walt Disney Company will post 5.47 EPS 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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