Sprucegrove Investment Management Ltd. Lowers Stock Holdings in The Walt Disney Company $DIS

Sprucegrove Investment Management Ltd. reduced its holdings in The Walt Disney Company (NYSE:DIS - Free Report) by 63.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 57,011 shares of the entertainment giant's stock after selling 100,759 shares during the quarter. Walt Disney makes up 0.8% of Sprucegrove Investment Management Ltd.'s portfolio, making the stock its 11th biggest holding. Sprucegrove Investment Management Ltd.'s holdings in Walt Disney were worth $6,486,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in DIS. Sumitomo Mitsui DS Asset Management Company Ltd grew its holdings in Walt Disney by 1.4% in the 4th quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 493,038 shares of the entertainment giant's stock valued at $56,093,000 after buying an additional 6,919 shares during the period. Falcon Wealth Planning increased its stake in shares of Walt Disney by 12.5% during the 4th quarter. Falcon Wealth Planning now owns 3,884 shares of the entertainment giant's stock valued at $442,000 after acquiring an additional 432 shares during the last quarter. Millstone Evans Group LLC lifted its holdings in shares of Walt Disney by 25.5% during the 4th quarter. Millstone Evans Group LLC now owns 3,083 shares of the entertainment giant's stock worth $351,000 after acquiring an additional 627 shares during the period. Principal Financial Group Inc. boosted its position in shares of Walt Disney by 2.4% in the fourth quarter. Principal Financial Group Inc. now owns 1,998,811 shares of the entertainment giant's stock worth $227,405,000 after acquiring an additional 47,642 shares during the last quarter. Finally, QRG Capital Management Inc. boosted its position in shares of Walt Disney by 2.5% in the fourth quarter. QRG Capital Management Inc. now owns 155,280 shares of the entertainment giant's stock worth $17,666,000 after acquiring an additional 3,757 shares during the last quarter. 65.71% of the stock is owned by institutional investors and hedge funds.

Walt Disney News Summary

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

• Positive Sentiment: High-profile bullish commentary from TV pundits and analysts has raised short-term optimism that Disney's consumer/park recovery will show through in the quarter. Jim Cramer on Walt Disney
• Positive Sentiment: Corporate partnerships tied to major releases (e.g., Papa John's collaboration for Toy Story 5) help drive marketing reach and ancillary revenue ahead of summer box office. Papa Johns Teams Up with Disney and Pixar
• Positive Sentiment: Product/tech initiatives such as exploration of a "super app" could improve cross-selling across tickets, cruises, streaming and experiences over time, supporting monetization. Walt Disney Explores Super App Future
• Neutral Sentiment: Investors are focused on Q2 results (due before the bell May 6); multiple previews highlight expectations for a volatile post-earnings move — the report will likely be the main near-term catalyst. Can Disney Keep Treading Above $100 After Earnings?
• Neutral Sentiment: Market commentary notes improving streaming profitability, but the headline risk is that results could swing either way depending on timing of sports costs and park expenses. Here's How Much Disney Stock Is Expected to Move After Earnings
• Negative Sentiment: New CEO Josh D'Amaro announced ~1,000 job cuts (mostly in marketing) to consolidate brand efforts — a cost-saving move that also raises short-term execution and reputational questions. Investors may see this as a near-term headwind to sentiment. Disney's New CEO Starts With Job Cuts
• Negative Sentiment: Analyst notes point to a mixed Q2 outlook: streaming gains could be offset by rising sports rights costs and higher Experiences (parks/cruises) expenses, which pressures margins. The Zacks Analyst Blog Highlights Disney
• Negative Sentiment: Minor operational hiccup: a popular Disney World ride briefly shut down after reopening — a localized operational note that could modestly influence park sentiment if repeated. Ride Reopens and Shuts Down

Walt Disney Trading Down 0.9%

NYSE:DIS opened at $100.41 on Wednesday. The business's 50-day moving average is $100.75 and its two-hundred day moving average is $106.65. The firm has a market capitalization of $177.87 billion, a PE ratio of 14.77, a price-to-earnings-growth ratio of 1.42 and a beta of 1.41. The Walt Disney Company has a 12 month low of $91.00 and a 12 month 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.

Walt Disney (NYSE:DIS - Get Free Report) last posted its earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.49 by $0.08. The business had revenue of $25.17 billion during the quarter, compared to analyst estimates of $24.87 billion. Walt Disney had a return on equity of 8.90% and a net margin of 12.80%. Research analysts predict that The Walt Disney Company will post 6.61 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

DIS has been the subject of a number of recent analyst reports. The Goldman Sachs Group restated a "buy" rating and issued a $151.00 target price on shares of Walt Disney in a report on Monday, February 2nd. Weiss Ratings upgraded shares of Walt Disney from a "hold (c)" rating to a "hold (c+)" rating in a report on Wednesday, April 29th. UBS Group reissued a "mixed" rating on shares of Walt Disney in a research note on Monday, February 2nd. Morgan Stanley started coverage on Walt Disney in a report on Tuesday, February 3rd. They set an "overweight" rating and a $135.00 price objective for the company. Finally, Needham & Company LLC reaffirmed a "buy" rating and issued a $125.00 target price on shares of Walt Disney in a research report on Tuesday, March 31st. Seventeen research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Walt Disney has a consensus rating of "Moderate Buy" and an average price target of $133.53.

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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