The Walt Disney Company $DIS Stake Raised by Te Ahumairangi Investment Management Ltd

Key Points

• Te Ahumairangi Investment Management raised its stake in The Walt Disney Company by 17.7% in Q3 to 46,913 shares (worth about $5.37 million), and institutional investors now own roughly 65.7% of Disney's stock as several other funds also increased or added positions.
• Disney's latest quarter topped estimates with $1.63 EPS vs. $1.57 expected and $25.98 billion in revenue (up 5.2% year-over-year), and analysts hold a consensus "Moderate Buy" with an average price target of $135.80.
• Near-term catalysts include leadership moves, theme-park reopenings and expanded sports/content on Disney+, while ad-revenue competition (notably from YouTube) remains a material headwind to monetization.

Te Ahumairangi Investment Management Ltd grew its holdings in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 17.7% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 46,913 shares of the entertainment giant's stock after purchasing an additional 7,040 shares during the period. Te Ahumairangi Investment Management Ltd's holdings in Walt Disney were worth $5,372,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently made changes to their positions in DIS. Varma Mutual Pension Insurance Co lifted its holdings in shares of Walt Disney by 8.8% during the 3rd quarter. Varma Mutual Pension Insurance Co now owns 284,894 shares of the entertainment giant's stock valued at $32,620,000 after buying an additional 23,100 shares during the last quarter. Sterling Investment Counsel LLC increased its stake in shares of Walt Disney by 130.5% during the 3rd quarter. Sterling Investment Counsel LLC now owns 13,590 shares of the entertainment giant's stock worth $1,556,000 after purchasing an additional 7,695 shares during the last quarter. SVB Wealth LLC bought a new position in shares of Walt Disney during the 2nd quarter valued at $1,352,000. Baron Silver Stevens Financial Advisors LLC raised its holdings in shares of Walt Disney by 244.6% during the 3rd quarter. Baron Silver Stevens Financial Advisors LLC now owns 10,365 shares of the entertainment giant's stock valued at $1,187,000 after purchasing an additional 7,357 shares in the last quarter. Finally, Rakuten Investment Management Inc. acquired a new stake in shares of Walt Disney in the 3rd quarter valued at $21,177,000. Institutional investors and hedge funds own 65.71% of the company's stock.

Walt Disney Stock Performance

Shares of NYSE DIS traded up $1.01 during trading hours on Friday, reaching $100.44. The stock had a trading volume of 1,960,323 shares, compared to its average volume of 11,592,906. The Walt Disney Company has a twelve month low of $80.10 and a twelve month high of $124.69. The company has a market cap of $177.93 billion, a price-to-earnings ratio of 14.76, a PEG ratio of 1.37 and a beta of 1.42. 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 business's fifty day moving average is $108.01 and its two-hundred day moving average is $110.52.

Walt Disney (NYSE:DIS - Get Free Report) last posted its quarterly earnings results 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. The firm had revenue of $25.98 billion during the quarter, compared to analyst estimates 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% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.40 earnings per share. As a group, research analysts expect that The Walt Disney Company will post 5.47 EPS for the current year.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on the stock. Needham & Company LLC reissued a "buy" rating and issued a $125.00 price target on shares of Walt Disney in a research report on Monday, February 2nd. Weiss Ratings lowered shares of Walt Disney from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Tuesday, February 3rd. Morgan Stanley started coverage on shares of Walt Disney in a report on Tuesday, February 3rd. They issued an "overweight" rating and a $135.00 target price on the stock. TD Cowen restated a "hold" rating and set a $123.00 price target on shares of Walt Disney in a report on Tuesday, February 3rd. Finally, UBS Group reaffirmed a "mixed" rating on shares of Walt Disney in a research report on Monday, February 2nd. Seventeen research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $135.80.

Key Walt Disney News

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

• Positive Sentiment: Disney named Paul Roeder — a 25-year studio and DTC communications veteran — as Senior EVP & Chief Communications Officer reporting to incoming CEO Josh D’Amaro; the appointment signals continuity in messaging ahead of the CEO transition and shareholder meeting. Paul Roeder Named Chief Communications Officer (Business Wire)
• Positive Sentiment: Walt Disney World set reopening dates for major rides (revamped Buzz Lightyear and Big Thunder Mountain) and announced new family experiences and summer promotions — moves that should support park visitation and spending in the near term. Walt Disney World announces reopening dates for Buzz Lightyear, Big Thunder Mountain (WPXI)
• Positive Sentiment: Content and live-sports initiatives continue to be catalysts: Disney is expanding its sports footprint (including a recent NFL deal noted by analysts) and has new series (Star Wars) coming to Disney+ — both support upside in streaming subs and ad/membership revenue over time. Walt Disney Stock Looks Cheap. But Is It a Buy? (The Motley Fool)
• Neutral Sentiment: Disney announced a broader leadership reshuffle across parks, cruises and resorts as Josh D’Amaro prepares to take the CEO role; this could be strategic realignment but carries short-term execution risk. Disney Announces Leadership Shakeup (TravelPulse)
• Neutral Sentiment: Annual shareholder meeting will be webcast on March 18 — a forum where management may give forward guidance and updates tied to the CEO transition and strategy. Annual Meeting Webcast (Business Wire)
• Neutral Sentiment: New content release dates (e.g., a Star Wars series debut) keep the streaming pipeline active but impact is incremental until subscriber/ad metrics follow. Star Wars Series Release Date (Collider)
• Negative Sentiment: Industry ad dynamics remain a headwind: YouTube’s ad revenue outpaced Disney’s ad take in 2025, highlighting competitive pressure on Disney’s advertising and distribution monetization. YouTube Out Earns Disney on Ad Revenue (MSN)

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.

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.