The Walt Disney Company $DIS Position Trimmed by RIA Advisory Group LLC

Key Points

• RIA Advisory Group cut its Disney stake by 51.3% in Q4, selling 12,506 shares and leaving it with 11,856 shares valued at about $1.35 million.
• Wall Street remains largely constructive—Disney has a consensus “Moderate Buy” rating with an average price target of $133.53 (17 Buys, 5 Holds, 1 Sell)—and the company recently beat quarterly estimates with $1.63 EPS vs. $1.57 and revenue of $25.98 billion, up 5.2% year‑over‑year.
• Near‑term risks include an early FCC review of Disney’s broadcast licenses and public backlash over Marvel layoffs, which could create regulatory and PR headwinds even as the company pursues cost cuts and park pricing changes.

RIA Advisory Group LLC trimmed its holdings in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 51.3% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 11,856 shares of the entertainment giant's stock after selling 12,506 shares during the period. RIA Advisory Group LLC's holdings in Walt Disney were worth $1,349,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in DIS. Strengthening Families & Communities LLC bought a new stake in Walt Disney during the third quarter worth approximately $29,000. JPL Wealth Management LLC bought a new stake in Walt Disney during the third quarter worth approximately $30,000. Pilgrim Partners Asia Pte Ltd bought a new stake in Walt Disney during the third quarter worth approximately $33,000. Bare Financial Services Inc boosted its holdings in Walt Disney by 48.5% during the third quarter. Bare Financial Services Inc now owns 291 shares of the entertainment giant's stock worth $33,000 after buying an additional 95 shares in the last quarter. Finally, Eagle Bay Advisors LLC bought a new stake in Walt Disney during the fourth quarter worth approximately $37,000. 65.71% of the stock is currently owned by institutional investors.

Key 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"

Analysts Set New Price Targets

A number of analysts recently weighed in on DIS shares. Phillip Securities upgraded shares of Walt Disney to a "moderate buy" rating in a report on Monday, January 12th. Citigroup reduced their target price on shares of Walt Disney from $145.00 to $140.00 and set a "buy" rating for the company in a report on Friday, January 16th. UBS Group restated a "mixed" rating on shares of Walt Disney in a report on Monday, February 2nd. Needham & Company LLC reaffirmed a "buy" rating and issued a $125.00 price objective on shares of Walt Disney in a research note on Tuesday, March 31st. Finally, Morgan Stanley started coverage on shares of Walt Disney in a research note on Tuesday, February 3rd. They issued an "overweight" rating and a $135.00 price objective for the company. Seventeen research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $133.53.

Walt Disney Trading Down 0.5%

Walt Disney stock opened at $103.18 on Friday. The company has a 50 day moving average price of $100.85 and a 200 day moving average price of $106.76. The Walt Disney Company has a 52 week low of $89.61 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 firm has a market capitalization of $182.79 billion, a price-to-earnings ratio of 15.17, a P/E/G ratio of 1.44 and a beta of 1.42.

Walt Disney (NYSE:DIS - Get Free Report) last posted its quarterly earnings data on Monday, February 2nd. The entertainment giant reported $1.63 EPS for the quarter, topping analysts' consensus estimates of $1.57 by $0.06. Walt Disney had a net margin of 12.80% and a return on equity of 8.90%. The firm had revenue of $25.98 billion during the quarter, compared to analyst estimates of $25.54 billion. During the same quarter last year, the business posted $1.40 EPS. The company's revenue was up 5.2% on a year-over-year basis. Research analysts forecast 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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