The Walt Disney Company $DIS Shares Sold by Gradient Investments LLC

Key Points

• Gradient Investments LLC cut its Walt Disney stake by 93.8% in Q4, selling 107,232 shares and retaining 7,125 shares valued at about $811,000 per its SEC filing.
• Large institutions increased or hold sizable positions—Vanguard now owns ~158.1 million shares (~$18.1B) and State Street ~82.0 million shares—with institutional ownership totaling 65.71% of Disney stock.
• Wall Street’s view is broadly positive with a consensus rating of “Moderate Buy” (17 Buys, 6 Holds, 1 Sell) and a consensus price target of $134.13, though individual price targets and notes remain mixed.

Gradient Investments LLC decreased its stake in The Walt Disney Company (NYSE:DIS - Free Report) by 93.8% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 7,125 shares of the entertainment giant's stock after selling 107,232 shares during the quarter. Gradient Investments LLC's holdings in Walt Disney were worth $811,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Vanguard Group Inc. grew its stake in shares of 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 purchasing an additional 620,463 shares during the period. State Street Corp lifted its stake in shares of Walt Disney by 3.0% in the 3rd quarter. State Street Corp now owns 82,019,749 shares of the entertainment giant's stock valued at $9,391,261,000 after purchasing an additional 2,376,706 shares during the period. Norges Bank acquired a new position in shares of Walt Disney in the 2nd quarter valued at $2,618,295,000. Ameriprise Financial Inc. boosted its holdings in Walt Disney by 7.6% during the second quarter. Ameriprise Financial Inc. now owns 15,258,722 shares of the entertainment giant's stock worth $1,892,393,000 after buying an additional 1,080,427 shares in the last quarter. Finally, Loomis Sayles & Co. L P boosted its holdings in Walt Disney by 1.5% during the second quarter. Loomis Sayles & Co. L P now owns 14,335,828 shares of the entertainment giant's stock worth $1,777,786,000 after buying an additional 217,142 shares in the last quarter. 65.71% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Walt Disney

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

• Positive Sentiment: Bank of America reiterated a Buy and says Disney’s fiscal‑2026 earnings should be weighted to the second half of the year — supporting upside potential if parks/content momentum continues. Bank of America: Disney poised for back-half earnings acceleration
• Positive Sentiment: Roku’s new streaming service will include Disney content, which could broaden distribution and incremental viewership for Disney+ content licensing. Roku to include Disney content
• Neutral Sentiment: Analysts and commentators (including Robert Fishman/Bloomberg summaries) highlight transition risk as Bob Iger hands operational control to Josh D’Amaro — a reminder that investor confidence will hinge on D’Amaro’s ability to stabilize media and streaming economics. Robert Fishman / Bloomberg coverage
• Negative Sentiment: OpenAI’s Sora app is being shut down and the planned ~$1B investment/partnership with Disney is no longer moving forward — a material strategic setback for Disney’s plans to deploy generative‑AI video on Disney+/Hulu. Deadline: Sora shutdown / OpenAI deal not moving forward
• Negative Sentiment: Disney’s $1.5B Epic Games deal faces complications after mass layoffs at the acquired/related units, raising execution risk and near-term integration costs for Disney’s gaming push. WDWMagic: Epic Games deal complications
• Negative Sentiment: Some sell‑side notes and market commentary point to still‑fragile investor confidence (price‑target cuts and missed market rallies), which is keeping shares under pressure despite positive medium‑term catalysts. Yahoo Finance: DIS stock sinks as market gains

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on DIS shares. Phillip Securities raised shares of Walt Disney to a "moderate buy" rating in a report on Monday, January 12th. Wells Fargo & Company dropped their target price on Walt Disney from $152.00 to $150.00 and set an "overweight" rating on the stock in a research report on Tuesday, February 3rd. The Goldman Sachs Group restated a "buy" rating and issued a $151.00 price target on shares of Walt Disney in a research note on Monday, February 2nd. Guggenheim reduced their price target on Walt Disney from $140.00 to $115.00 and set a "buy" rating for the company in a report on Wednesday, March 18th. Finally, Needham & Company LLC reiterated a "buy" rating and set a $125.00 price target on shares of Walt Disney in a research report on Monday, February 2nd. Seventeen investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $134.13.

Walt Disney Stock Performance

NYSE DIS opened at $96.31 on Wednesday. The company has a debt-to-equity ratio of 0.31, a current ratio of 0.67 and a quick ratio of 0.61. The stock's 50 day simple moving average is $105.63 and its 200-day simple moving average is $109.33. The company has a market cap of $170.61 billion, a PE ratio of 14.16, a price-to-earnings-growth ratio of 1.33 and a beta of 1.42. The Walt Disney Company has a 1-year low of $80.10 and a 1-year high of $124.69.

Walt Disney (NYSE:DIS - Get Free Report) last issued its quarterly earnings results on Monday, February 2nd. The entertainment giant reported $1.63 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 firm had revenue of $25.98 billion during the quarter, compared to analysts' expectations of $25.54 billion. During the same period in the previous year, the business earned $1.40 earnings per share. The firm's revenue for the quarter was up 5.2% on a year-over-year basis. As a group, equities research analysts anticipate that The Walt Disney Company will post 5.47 EPS for the current fiscal year.

About Walt Disney

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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