The Walt Disney Company $DIS Holdings Trimmed by Bokf Na

Key Points

• Bokf Na cut its Disney stake by 36.2% in Q4, selling 58,198 shares and ending the quarter with 102,464 shares valued at about $11.66 million; institutional investors now own 65.71% of DIS.
• Equity analysts rate Disney a "Moderate Buy" (17 Buys, 5 Holds, 1 Sell) with an average price target of $133.53, though several firms have recently adjusted targets and views.
• The near-term catalyst is Q2 earnings (due May 6), which investors expect could trigger volatile moves, while corporate actions like new CEO Josh D'Amaro's announcement of roughly 1,000 job cuts add short-term execution and reputational risk.

Bokf Na lowered its position in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 36.2% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 102,464 shares of the entertainment giant's stock after selling 58,198 shares during the quarter. Bokf Na's holdings in Walt Disney were worth $11,657,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of DIS. Brighton Jones LLC boosted its position in shares of Walt Disney by 7.7% in the 4th quarter. Brighton Jones LLC now owns 26,767 shares of the entertainment giant's stock valued at $2,980,000 after purchasing an additional 1,904 shares during the period. Sivia Capital Partners LLC boosted its position in shares of Walt Disney by 31.9% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,470 shares of the entertainment giant's stock valued at $678,000 after purchasing an additional 1,322 shares during the period. Schnieders Capital Management LLC. boosted its position in shares of Walt Disney by 16.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 17,955 shares of the entertainment giant's stock valued at $2,227,000 after purchasing an additional 2,503 shares during the period. Main Street Financial Solutions LLC boosted its position in shares of Walt Disney by 28.6% in the 2nd quarter. Main Street Financial Solutions LLC now owns 8,330 shares of the entertainment giant's stock valued at $1,033,000 after purchasing an additional 1,855 shares during the period. Finally, Ieq Capital LLC boosted its position in shares of Walt Disney by 10.8% in the 2nd quarter. Ieq Capital LLC now owns 115,759 shares of the entertainment giant's stock valued at $14,355,000 after purchasing an additional 11,304 shares during the period. Institutional investors own 65.71% of the company's stock.

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on DIS shares. The Goldman Sachs Group reiterated a "buy" rating and issued a $151.00 price target on shares of Walt Disney in a research report on Monday, February 2nd. Citigroup decreased their price target on Walt Disney from $145.00 to $140.00 and set a "buy" rating for the company in a research report on Friday, January 16th. Needham & Company LLC reiterated a "buy" rating and issued a $125.00 price target on shares of Walt Disney in a research report on Tuesday, March 31st. Guggenheim decreased their price target on Walt Disney from $140.00 to $115.00 and set a "buy" rating for the company in a research report on Wednesday, March 18th. Finally, UBS Group restated a "mixed" rating on shares of Walt Disney in a research report on Monday, February 2nd. Seventeen equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average price target of $133.53.

Trending Headlines about Walt Disney

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 Stock Down 0.9%

Shares of DIS stock opened at $100.41 on Wednesday. The stock's 50 day simple moving average is $100.75 and its 200 day simple moving average is $106.65. 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 Walt Disney Company has a twelve month low of $91.00 and a twelve month high of $124.69. The company has a market capitalization of $177.87 billion, a price-to-earnings ratio of 14.77, a PEG ratio of 1.42 and a beta of 1.41.

Walt Disney (NYSE:DIS - Get Free Report) last released its earnings results on Monday, February 2nd. The entertainment giant reported $1.63 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.57 by $0.06. The firm 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%.The company's revenue was up 5.2% on a year-over-year basis. During the same quarter last year, the firm posted $1.40 EPS. As a group, research analysts predict that The Walt Disney Company will post 6.61 EPS for the current 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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