The Walt Disney Company $DIS Holdings Trimmed by Jupiter Asset Management Ltd.

Key Points

• Jupiter Asset Management cut its Walt Disney stake by 13.6% in the fourth quarter, selling 164,246 shares and ending with about 1.05 million shares valued at roughly $119.2 million.
• Disney reported better-than-expected quarterly results, with earnings per share of $1.57 and revenue of $25.17 billion, both topping analyst estimates. Revenue also rose 6.5% year over year.
• Wall Street sentiment remains broadly positive, with a Moderate Buy consensus rating and an average price target of $134.47, though some firms recently trimmed their targets or downgraded the stock.

Jupiter Asset Management Ltd. reduced its position in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 13.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,047,782 shares of the entertainment giant's stock after selling 164,246 shares during the period. Walt Disney makes up about 1.0% of Jupiter Asset Management Ltd.'s investment portfolio, making the stock its 21st largest position. Jupiter Asset Management Ltd. owned approximately 0.06% of Walt Disney worth $119,206,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of DIS. Varma Mutual Pension Insurance Co grew its holdings in shares of Walt Disney by 8.8% in the 3rd quarter. Varma Mutual Pension Insurance Co now owns 284,894 shares of the entertainment giant's stock worth $32,620,000 after acquiring an additional 23,100 shares during the last quarter. Cullen Capital Management LLC increased its stake in Walt Disney by 18.2% in the 3rd quarter. Cullen Capital Management LLC now owns 38,973 shares of the entertainment giant's stock worth $4,462,000 after purchasing an additional 5,991 shares in the last quarter. Vanguard Group Inc. raised its holdings in Walt Disney by 0.4% during the 3rd quarter. Vanguard Group Inc. now owns 158,121,947 shares of the entertainment giant's stock worth $18,104,963,000 after buying an additional 620,463 shares during the period. UMB Bank n.a. lifted its stake in Walt Disney by 119.8% during the third quarter. UMB Bank n.a. now owns 147,521 shares of the entertainment giant's stock valued at $16,891,000 after buying an additional 80,395 shares in the last quarter. Finally, NEOS Investment Management LLC boosted its holdings in shares of Walt Disney by 50.4% in the third quarter. NEOS Investment Management LLC now owns 226,240 shares of the entertainment giant's stock worth $25,904,000 after buying an additional 75,791 shares during the period. 65.71% of the stock is owned by institutional investors and hedge funds.

Walt Disney Trading Down 0.4%

NYSE DIS opened at $103.72 on Friday. The company has a market capitalization of $180.11 billion, a PE ratio of 16.57, a price-to-earnings-growth ratio of 1.36 and a beta of 1.41. The Walt Disney Company has a 1-year low of $92.18 and a 1-year high of $124.69. The company has a current ratio of 0.68, a quick ratio of 0.62 and a debt-to-equity ratio of 0.33. The firm's fifty day simple moving average is $101.48 and its 200-day simple moving average is $105.81.

Walt Disney (NYSE:DIS - Get Free Report) last issued its earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 earnings per share for the quarter, topping the consensus estimate of $1.49 by $0.08. The company had revenue of $25.17 billion for the quarter, compared to analyst estimates of $24.87 billion. Walt Disney had a return on equity of 8.92% and a net margin of 11.54%.The business's revenue was up 6.5% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.45 EPS. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. As a group, sell-side analysts anticipate that The Walt Disney Company will post 6.85 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on the stock. Wells Fargo & Company reduced their price target on shares of Walt Disney from $148.00 to $146.00 and set an "overweight" rating for the company in a research report on Thursday, May 7th. Weiss Ratings lowered Walt Disney from a "hold (c+)" rating to a "hold (c)" rating in a report on Wednesday, May 13th. Citigroup lifted their price target on Walt Disney from $135.00 to $145.00 and gave the company a "buy" rating in a report on Friday, May 8th. TD Cowen reissued a "hold" rating and issued a $123.00 price objective on shares of Walt Disney in a research note on Tuesday, February 3rd. Finally, Morgan Stanley started coverage on Walt Disney in a research report on Tuesday, February 3rd. They set an "overweight" rating and a $135.00 price objective for the company. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $134.47.

More Walt Disney News

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

• Positive Sentiment: Disney announced a new partnership with Philips to integrate Disney stories and characters into MRI experiences for children in hospitals across 87 countries, a brand-extension move that could strengthen licensing and consumer affinity. Article Title
• Positive Sentiment: Disney is continuing to invest in its theme-park business with ride upgrades and new attractions at Walt Disney World, which supports the company’s core parks-and-experiences growth story. Article Title
• Positive Sentiment: Disney and Pixar’s upcoming Toy Story 5 is driving a promotional tie-up with Papa Johns, showing continued merchandising and franchise momentum ahead of the film’s release. Article Title
• Neutral Sentiment: Disney is pushing ahead with plans to unify Hulu into its flagship streaming app, which could simplify the streaming offering but also signals ongoing product restructuring. Article Title
• Negative Sentiment: Investor sentiment is being pressured by Disney’s escalating fight with the FCC, after the company filed early broadcast-license renewals “under protest” and accused the regulator of unconstitutional behavior. The dispute adds regulatory uncertainty for Disney’s ABC stations. Article Title
• Negative Sentiment: Related coverage highlighted Disney’s broader legal clash with the Trump-era media regulator over early license reviews, keeping attention on potential political and compliance risk rather than operating performance. Article Title

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.