The Walt Disney Company $DIS Shares Purchased by Border to Coast Pensions Partnership Ltd

Key Points

• Border to Coast Pensions Partnership boosted its Disney stake by 14.7% in Q4, buying 85,101 shares to hold 662,524 shares worth $75.51 million, about 1.3% of the fund's portfolio and its 20th largest holding.
• Disney posted a quarterly EPS beat of $1.63 versus $1.57 expected and revenue of $25.98 billion (up 5.2% YoY), with a net margin of 12.8%, showing near‑term operational strength.
• The company is cutting roughly 1,000 positions under CEO Josh D’Amaro and is making a major strategic push into gaming via an investment/partnership with Epic Games, actions seen as margin‑accretive but accompanied by content, staffing and legal risks.

Border to Coast Pensions Partnership Ltd boosted its holdings in The Walt Disney Company (NYSE:DIS - Free Report) by 14.7% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 662,524 shares of the entertainment giant's stock after acquiring an additional 85,101 shares during the period. Walt Disney accounts for about 1.3% of Border to Coast Pensions Partnership Ltd's portfolio, making the stock its 20th largest holding. Border to Coast Pensions Partnership Ltd's holdings in Walt Disney were worth $75,513,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of the stock. Pinnacle Bancorp Inc. lifted its position in Walt Disney by 1.5% in the fourth quarter. Pinnacle Bancorp Inc. now owns 5,876 shares of the entertainment giant's stock valued at $669,000 after buying an additional 89 shares during the last quarter. Jim Saulnier & Associates LLC lifted its stake in Walt Disney by 3.1% during the third quarter. Jim Saulnier & Associates LLC now owns 2,995 shares of the entertainment giant's stock worth $343,000 after purchasing an additional 90 shares in the last quarter. Atlas Brown Inc. lifted its stake in Walt Disney by 0.5% during the third quarter. Atlas Brown Inc. now owns 20,202 shares of the entertainment giant's stock worth $2,313,000 after purchasing an additional 91 shares in the last quarter. CFO4Life Group LLC lifted its stake in Walt Disney by 1.2% during the third quarter. CFO4Life Group LLC now owns 7,894 shares of the entertainment giant's stock worth $904,000 after purchasing an additional 92 shares in the last quarter. Finally, Stonebrook Private Inc. lifted its stake in Walt Disney by 4.1% during the third quarter. Stonebrook Private Inc. now owns 2,357 shares of the entertainment giant's stock worth $270,000 after purchasing an additional 92 shares in the last quarter. Institutional investors and hedge funds own 65.71% of the company's stock.

Walt Disney Stock Performance

Shares of Walt Disney stock opened at $103.07 on Thursday. The firm's fifty day simple moving average is $101.45 and its 200-day simple moving average is $107.42. The stock has a market capitalization of $182.59 billion, a price-to-earnings ratio of 15.16, a PEG ratio of 1.43 and a beta of 1.44. The Walt Disney Company has a 12 month low of $82.01 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 announced its earnings results on Monday, February 2nd. The entertainment giant reported $1.63 EPS for the quarter, beating analysts' consensus estimates of $1.57 by $0.06. The business had revenue of $25.98 billion for 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 company's quarterly revenue was up 5.2% on a year-over-year basis. During the same period in the previous year, the company posted $1.40 EPS. As a group, equities analysts forecast that The Walt Disney Company will post 5.47 earnings per share for the current year.

Walt Disney News Summary

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

• Positive Sentiment: Companywide cost cuts: Disney has begun eliminating about 1,000 positions as new CEO Josh D’Amaro pushes to streamline operations and build a more “technologically‑enabled” workforce — a move investors view as margin‑accretive in the near term. Disney to eliminate 1,000 positions (Reuters)
• Positive Sentiment: Strategic gaming push: Disney is making a significant investment/partnership with Epic Games to reenergize its gaming business — a potential new revenue stream and IP monetization channel over time. Here's Everything Disney Investors Need to Know About the Entertainment Giant's Massive Investment in Epic Games (Fool)
• Positive Sentiment: Theme‑park strength: Recent attendance and revenue data suggest Disney is holding an edge over Comcast/Universal in Orlando, supporting the company’s Experiences segment and recurring cash flows. Disney and Comcast Are Locked in a Theme-Park Battle. Here’s Who’s Winning. (Yahoo)
• Neutral Sentiment: Streaming product plans: Management continues work to integrate Disney+ and Hulu into a single app — a product/monetization change that could improve ARPU but carries execution risk and timing uncertainty. A Look At Disney (DIS) Valuation As Job Cuts And Streaming App Integration Plan Draw Investor Attention (Yahoo)
• Neutral Sentiment: Management & operations: Disney named a new theme‑park leader outlining guest‑experience priorities — operational execution will determine upside but it’s not an immediate earnings driver. Disney Has a New Theme Park Leader. Here's His Vision For Guest Experience (AOL)
• Neutral Sentiment: Local development coverage: Reporting about a planned 4,000‑home Disney neighborhood has generated local pushback — mostly a PR/land‑use story rather than a material near‑term financial issue. Disney is building 4,000-home neighborhood - locals warn of 'nightmare' issue (MSN)
• Negative Sentiment: Marvel content disruption: Marvel Studios cut roughly 8% of staff and other studio layoffs hit key creative teams — a potential risk to content pipeline and long‑term franchise output. Marvel Studios Cuts 8% of Staff As The Walt Disney Co. CEO Josh D’Amaro Pushes ‘Technologically-Enabled Workforce To Meet Tomorrow’s Needs’ (Yahoo)
• Negative Sentiment: ESPN and TV cuts: ESPN leadership (Jimmy Pitaro) has communicated layoffs affecting sports teams and traditional TV units, which could pressure content availability or fan engagement if cuts affect key rights or production. Read the memo ESPN Chairman Jimmy Pitaro sent staff about the Disney layoffs (Business Insider)
• Negative Sentiment: Legal risk: Chinese AI firms are seeking dismissal in disputes with Disney over copyright claims tied to generative AI — outcomes could affect Disney’s IP monetization and legal costs. Chinese AI Firms Seek Dismissal of Disney’s Copyright Suit (Bloomberg Law)

Analyst Ratings Changes

A number of research firms have commented on DIS. Wells Fargo & Company decreased their price target on Walt Disney from $150.00 to $148.00 and set an "overweight" rating on the stock in a research note on Friday, March 27th. 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. Phillip Securities raised shares of Walt Disney to a "moderate buy" rating in a research note on Monday, January 12th. Raymond James Financial upgraded Walt Disney from a "market perform" rating to an "outperform" rating and set a $115.00 price objective on the stock in a research note on Wednesday, April 1st. Finally, UBS Group reiterated a "mixed" rating on shares of Walt Disney in a research note on Monday, February 2nd. Eighteen 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 company. According to data from MarketBeat.com, Walt Disney presently has an average rating of "Moderate Buy" and a consensus target price of $132.19.

Walt Disney Company 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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