SevenBridge Financial Group LLC Has $2.21 Million Position in The Walt Disney Company $DIS

Key Points

• SevenBridge Financial Group LLC cut its stake in Disney by 21.2%, now holding 18,902 shares valued at about $2.21 million after selling 5,073 shares in Q3.
• Disney recently beat quarterly estimates with EPS of $1.63 (vs. $1.57 expected) and revenue of $25.98 billion, and Wall Street sentiment is broadly positive with a "Moderate Buy" consensus and an average price target of $135.80.
• Near-term catalysts include new content and live-sports deals (e.g., NFL, upcoming Star Wars series) to boost Disney+, while structural headwinds—intensifying ad competition from platforms like YouTube and high short interest—pose downside risks.

SevenBridge Financial Group LLC lessened its stake in The Walt Disney Company (NYSE:DIS - Free Report) by 21.2% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 18,902 shares of the entertainment giant's stock after selling 5,073 shares during the quarter. SevenBridge Financial Group LLC's holdings in Walt Disney were worth $2,205,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in DIS. Strategic Family Wealth Counselors L.L.C. increased its holdings in Walt Disney by 1.0% during the 2nd quarter. Strategic Family Wealth Counselors L.L.C. now owns 8,586 shares of the entertainment giant's stock worth $1,065,000 after purchasing an additional 87 shares in the last quarter. Baltimore Washington Financial Advisors Inc. raised its stake in shares of Walt Disney by 1.3% in the 2nd quarter. Baltimore Washington Financial Advisors Inc. now owns 6,957 shares of the entertainment giant's stock valued at $863,000 after purchasing an additional 88 shares during the period. Jim Saulnier & Associates LLC lifted its holdings in shares of Walt Disney by 3.1% in the third quarter. Jim Saulnier & Associates LLC now owns 2,995 shares of the entertainment giant's stock valued at $343,000 after purchasing an additional 90 shares in the last quarter. Atlas Brown Inc. boosted its position in shares of Walt Disney by 0.5% during the third 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. Finally, CFO4Life Group LLC boosted its position in shares of Walt Disney by 1.2% during the third 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 period. Institutional investors own 65.71% of the company's stock.

Walt Disney Trading Down 0.4%

Shares of NYSE:DIS opened at $100.87 on Thursday. The Walt Disney Company has a 52-week low of $80.10 and a 52-week high of $124.69. 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 company has a market capitalization of $178.69 billion, a P/E ratio of 14.83, a price-to-earnings-growth ratio of 1.38 and a beta of 1.42. The company has a 50-day simple moving average of $108.29 and a 200 day simple moving average of $110.60.

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 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 firm had revenue of $25.98 billion for the quarter, compared to the consensus estimate of $25.54 billion. During the same quarter in the previous year, the business earned $1.40 earnings per share. The business's revenue was up 5.2% compared to the same quarter last year. Sell-side analysts forecast that The Walt Disney Company will post 5.47 earnings per share for the current year.

More Walt Disney News

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

• Positive Sentiment: New content and live‑sports expansion should help Disney+ and ad/sponsorship revenue — Disney’s recent NFL deal and stronger sports push are highlighted as a strategic win for monetization and subscriber engagement. Walt Disney Stock Looks Cheap. But Is It a Buy?
• Positive Sentiment: New Star Wars series (Maul: Shadow Lord) premieres April 6 — a high‑profile franchise release that can drive Disney+ viewership and merchandising in the near term. Disney’s New Star Wars Series Begins on April 6
• Positive Sentiment: Parks leadership shuffle creates continuity as Josh D’Amaro moves toward CEO — Thomas Mazloum named Chairman, Disney Experiences, and other Parks & Cruises appointments aim to keep the parks expansion and $60B growth plan on track. Operational stability at the parks/cruises business supports a material revenue stream. Disney Names Thomas Mazloum As New Head Of Experiences
• Neutral Sentiment: Corporate governance event: Disney will webcast its annual shareholders’ meeting on March 18 — useful for investor questions and management guidance but unlikely to move the stock materially unless new guidance is provided. The Walt Disney Company to Webcast Its Annual Meeting of Shareholders
• Neutral Sentiment: Park merchandising and attraction updates (Winnie‑the‑Pooh anniversary, new rides) provide steady ancillary revenue and brand engagement but are incremental. Disney Teases Winnie the Pooh 100th Anniversary Merchandise With a Look at the Past
• Negative Sentiment: Advertising competition intensifies — YouTube’s 2025 ad revenue now outpaces Disney’s media business (and rivals combined in some reports), signaling structural pressure on Disney’s ad revenue and margins. This is a major sectoral headwind for the company’s Media & Entertainment earnings. YouTube Out Earns Disney, Paramount, Warner Bros, and More Just From Ad Revenue in 2025
• Negative Sentiment: Investor skepticism and short pressure — Disney remains among the most shorted Dow stocks, reflecting bearish views on content growth and valuation; this can amplify downside moves and volatility. Disney (DIS) Is One of the Most Shorted Dow Stocks: The Contrarian Bear Case
• Negative Sentiment: IP pipeline concerns — analysis noting Disney has launched relatively few new franchises this century raises questions about long‑term organic growth and reliance on legacy IP. Disney Has Only Launched 10 New Franchises in the 21st Century

Wall Street Analysts Forecast Growth

DIS has been the topic of a number of recent research reports. The Goldman Sachs Group reissued a "buy" rating and issued a $151.00 target price on shares of Walt Disney in a research report on Monday, February 2nd. Evercore upped their price target on Walt Disney from $140.00 to $142.00 and gave the stock an "outperform" rating in a research report on Friday, November 14th. Citigroup decreased their price target on shares of Walt Disney from $145.00 to $140.00 and set a "buy" rating for the company in a research note on Friday, January 16th. Sanford C. Bernstein reiterated an "outperform" rating on shares of Walt Disney in a report on Wednesday, November 12th. Finally, Phillip Securities raised shares of Walt Disney to a "moderate buy" rating in a research report on Monday, January 12th. Seventeen research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock has an average rating of "Moderate Buy" and an average price target of $135.80.

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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