Sigma Planning Corp Lowers Holdings in The Walt Disney Company $DIS

Key Points

• Sigma Planning Corp cut its stake in The Walt Disney Company by 25% in Q4, selling 9,266 shares and holding 27,813 shares valued at about $3.165 million at quarter-end.
• Disney beat Q4 estimates with $1.63 EPS vs. $1.57 expected and $25.98 billion in revenue (up 5.2% YoY), and analysts forecast roughly 6.61 EPS for the current year.
• Analyst sentiment is largely positive with a consensus rating of "Moderate Buy" and an average target of $133.53 despite some recent target trims, while institutional investors own about 65.71% of the stock.

Sigma Planning Corp lessened its holdings in The Walt Disney Company (NYSE:DIS - Free Report) by 25.0% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 27,813 shares of the entertainment giant's stock after selling 9,266 shares during the period. Sigma Planning Corp's holdings in Walt Disney were worth $3,165,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of DIS. Cullinan Associates Inc. lifted its stake in shares of Walt Disney by 5.9% during the 4th quarter. Cullinan Associates Inc. now owns 85,182 shares of the entertainment giant's stock worth $9,691,000 after purchasing an additional 4,762 shares during the last quarter. Bell & Brown Wealth Advisors LLC lifted its position in Walt Disney by 2.1% during the fourth quarter. Bell & Brown Wealth Advisors LLC now owns 54,985 shares of the entertainment giant's stock valued at $6,256,000 after acquiring an additional 1,105 shares during the last quarter. Cannon Capital Management Inc. purchased a new stake in Walt Disney in the fourth quarter valued at about $1,513,000. Prentice Wealth Management LLC raised its holdings in shares of Walt Disney by 3.2% in the fourth quarter. Prentice Wealth Management LLC now owns 6,514 shares of the entertainment giant's stock worth $741,000 after buying an additional 202 shares during the last quarter. Finally, Joseph Group Capital Management purchased a new position in shares of Walt Disney in the fourth quarter worth $44,000. Hedge funds and other institutional investors own 65.71% of the company's stock.

Walt Disney Stock Performance

Walt Disney stock opened at $103.18 on Friday. The firm has a 50 day simple moving average of $100.85 and a 200-day simple moving average of $106.79. The Walt Disney Company has a 1-year low of $89.61 and a 1-year 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. The stock has a market cap of $182.79 billion, a price-to-earnings ratio of 15.17, a price-to-earnings-growth ratio of 1.45 and a beta of 1.42.

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. The business had revenue of $25.98 billion during 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 business's revenue for the quarter was up 5.2% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.40 EPS. On average, analysts expect that The Walt Disney Company will post 6.61 EPS for the current year.

Analyst Ratings Changes

Several brokerages have recently issued reports on DIS. Morgan Stanley began coverage on Walt Disney in a research note on Tuesday, February 3rd. They issued an "overweight" rating and a $135.00 price objective for the company. Wells Fargo & Company reduced their price objective on Walt Disney from $150.00 to $148.00 and set an "overweight" rating for the company in a research note on Friday, March 27th. Jefferies Financial Group reduced their price objective on Walt Disney from $136.00 to $132.00 and set a "buy" rating for the company in a research note on Tuesday, February 3rd. UBS Group restated a "mixed" rating on shares of Walt Disney in a research note on Monday, February 2nd. Finally, Barclays reduced their target price on shares of Walt Disney from $140.00 to $130.00 and set an "overweight" rating for the company in a report on Wednesday, April 8th. Seventeen equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $133.53.

More Walt Disney News

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 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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