The Walt Disney Company $DIS Shares Sold by Bartlett & CO. Wealth Management LLC

Key Points

• Bartlett & CO. Wealth Management LLC reduced its Walt Disney stake by 11.1% in Q4, selling 17,321 shares and finishing the period with 139,267 shares worth about $15.95 million.
• Disney posted an EPS beat ($1.63 vs. $1.57) and $25.98 billion in revenue, while investing in parks (Big Thunder Mountain reopening, Piston Peak permit) but facing near‑term headwinds from reports of ~1,000 job cuts and increased streaming competition.
• The stock has a market cap near $175.6 billion and a consensus rating of "Moderate Buy" with a $132.19 target, amid mixed analyst revisions and target‑price changes.

Bartlett & CO. Wealth Management LLC cut its holdings in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 11.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 139,267 shares of the entertainment giant's stock after selling 17,321 shares during the period. Bartlett & CO. Wealth Management LLC's holdings in Walt Disney were worth $15,947,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Copeland Capital Management LLC acquired a new position in shares of Walt Disney during the third quarter valued at about $25,000. Strengthening Families & Communities LLC acquired a new position in shares of Walt Disney during the third quarter valued at about $29,000. JPL Wealth Management LLC acquired a new position in shares of Walt Disney during the third quarter valued at about $30,000. Pilgrim Partners Asia Pte Ltd acquired a new position in shares of Walt Disney during the third quarter valued at about $33,000. Finally, Bare Financial Services Inc increased its holdings in shares of Walt Disney by 48.5% during the third quarter. Bare Financial Services Inc now owns 291 shares of the entertainment giant's stock valued at $33,000 after acquiring an additional 95 shares in the last quarter. 65.71% of the stock is owned by institutional investors and hedge funds.

Walt Disney News Roundup

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

• Positive Sentiment: Disney is reopening the refurbished Big Thunder Mountain Railroad at Walt Disney World after an ~8‑month overhaul, restoring capacity and guest throughput at a marquee attraction—a direct positive for park attendance and per‑capita spending. Walt Disney World reveals reopening date for refurbished Big Thunder Mountain Railroad
• Positive Sentiment: Walt Disney Imagineering filed a new general construction permit for the Piston Peak area at Magic Kingdom — evidence Disney continues to invest in new park content that supports multi‑year attendance and pricing power. Walt Disney Imagineering Files New Construction Permit for Piston Peak at Magic Kingdom
• Neutral Sentiment: Disney is releasing/remastering legacy films in 4K (catalog monetization is steady but not a major near‑term revenue driver). These releases are incremental revenue and brand maintenance items. Iconic Disney Movie Gets 4K Release Date for New Remaster
• Neutral Sentiment: Some analysts trimmed FY‑2027 EPS modestly (Erste Group), a small revision to estimates but not a major revision to consensus — watch next quarterly guide for further changes. MarketBeat Disney Analyst Note
• Negative Sentiment: Multiple outlets report Disney plans to cut as many as ~1,000 jobs, largely in the marketing organization, under new CEO Josh D’Amaro. While cost cuts can improve margins, reductions in centralized marketing risk weaker promotion for films/streaming launches and signal near‑term restructuring uncertainty — markets reacted negatively to the headlines. Disney plans to cut 1,000 jobs, WSJ reports (Reuters)
• Negative Sentiment: Industry consolidation and big capital moves (e.g., Paramount/WBD power plays) raise competitive pressure on streaming economics and content spending — a sector‑wide headwind for Disney’s streaming margins and subscriber growth. Hollywood's New Cash King: Paramount's $24B Power Play

Walt Disney Price Performance

Walt Disney stock opened at $99.12 on Friday. 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 1 year low of $82.01 and a 1 year high of $124.69. The stock has a market capitalization of $175.59 billion, a P/E ratio of 14.58, a P/E/G ratio of 1.40 and a beta of 1.44. The company's fifty day moving average price is $101.64 and its 200 day moving average price is $107.68.

Walt Disney (NYSE:DIS - Get Free Report) last posted its quarterly earnings data on Monday, February 2nd. The entertainment giant reported $1.63 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.57 by $0.06. Walt Disney had a return on equity of 8.90% and a net margin of 12.80%.The company had revenue of $25.98 billion for the quarter, compared to analysts' expectations of $25.54 billion. During the same period in the previous year, the firm posted $1.40 EPS. Walt Disney's revenue was up 5.2% compared to the same quarter last year. As a group, equities research analysts anticipate that The Walt Disney Company will post 5.47 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on DIS. UBS Group restated a "mixed" rating on shares of Walt Disney in a report on Monday, February 2nd. Needham & Company LLC reissued a "buy" rating and issued a $125.00 target price on shares of Walt Disney in a research report on Tuesday, March 31st. Weiss Ratings downgraded Walt Disney from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Tuesday, February 3rd. Wells Fargo & Company cut their target price on Walt Disney from $150.00 to $148.00 and set an "overweight" rating on the stock in a research report on Friday, March 27th. Finally, Citigroup cut their target price on Walt Disney from $145.00 to $140.00 and set a "buy" rating on the stock in a research report on Friday, January 16th. Eighteen investment analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus 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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