Triavera Capital LLC Raises Holdings in The Walt Disney Company $DIS

Key Points

• Triavera Capital LLC increased its stake in The Walt Disney Company by 18.8% in Q3, buying 8,660 shares to hold 54,838 shares valued at $6.279 million, which represents 3.1% of its portfolio and its 16th largest holding.
• Disney recently beat quarterly estimates (EPS $1.63 vs. $1.57; revenue $25.98B vs. $25.54B) and is 65.7% owned by institutions; analysts have a consensus Moderate Buy with an average price target of $135.80 while the stock trades near $101.57 (50-/200-day MAs ≈ $109/$111).

Triavera Capital LLC grew its holdings in The Walt Disney Company (NYSE:DIS - Free Report) by 18.8% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 54,838 shares of the entertainment giant's stock after buying an additional 8,660 shares during the quarter. Walt Disney comprises 3.1% of Triavera Capital LLC's investment portfolio, making the stock its 16th biggest holding. Triavera Capital LLC's holdings in Walt Disney were worth $6,279,000 as of its most recent SEC filing.

Other institutional investors have also recently modified their holdings of the company. Vanguard Group Inc. lifted its holdings in Walt Disney by 0.4% in the third quarter. Vanguard Group Inc. now owns 158,121,947 shares of the entertainment giant's stock valued at $18,104,963,000 after acquiring an additional 620,463 shares during the period. State Street Corp grew its stake in shares of Walt Disney by 0.8% during the 2nd quarter. State Street Corp now owns 79,643,043 shares of the entertainment giant's stock worth $9,915,465,000 after purchasing an additional 625,893 shares during the period. Geode Capital Management LLC increased its holdings in shares of Walt Disney by 1.2% in the 2nd quarter. Geode Capital Management LLC now owns 39,992,231 shares of the entertainment giant's stock valued at $4,935,928,000 after purchasing an additional 458,077 shares in the last quarter. Norges Bank purchased a new position in shares of Walt Disney in the 2nd quarter valued at about $2,618,295,000. Finally, Ameriprise Financial Inc. lifted its stake in shares of Walt Disney by 7.6% in the second quarter. Ameriprise Financial Inc. now owns 15,258,722 shares of the entertainment giant's stock valued at $1,892,393,000 after purchasing an additional 1,080,427 shares during the period. 65.71% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of research firms have commented on DIS. Wells Fargo & Company decreased 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 reiterated a "buy" rating and issued a $151.00 price objective on shares of Walt Disney in a research report on Monday, February 2nd. Morgan Stanley started coverage on shares of Walt Disney in a research report on Tuesday, February 3rd. They set an "overweight" rating and a $135.00 target price for the company. TD Cowen reaffirmed a "hold" rating and issued a $123.00 price target on shares of Walt Disney in a report on Tuesday, February 3rd. Finally, KeyCorp reissued a "sector weight" rating on shares of Walt Disney in a research note on Friday, November 14th. Seventeen analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $135.80.

Walt Disney Trading Down 0.8%

Walt Disney stock opened at $101.57 on Friday. The stock has a 50-day moving average price of $109.07 and a 200 day moving average price of $110.97. The Walt Disney Company has a 52 week low of $80.10 and a 52 week high of $124.69. The stock has a market cap of $179.93 billion, a PE ratio of 14.94, a P/E/G ratio of 1.39 and a beta of 1.42. The company has a current ratio of 0.67, a quick ratio of 0.61 and a debt-to-equity ratio of 0.31.

Walt Disney (NYSE:DIS - Get Free Report) last released its earnings results on Monday, February 2nd. The entertainment giant reported $1.63 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.57 by $0.06. The company had revenue of $25.98 billion for 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 firm's quarterly revenue was up 5.2% on a year-over-year basis. During the same period in the prior year, the firm earned $1.40 EPS. Equities research analysts predict that The Walt Disney Company will post 5.47 earnings per share for the current fiscal year.

Key Walt Disney News

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

• Positive Sentiment: Summer booking incentive — Disney is offering a free dining plan to Disney Visa cardmembers for select Walt Disney World stays, a targeted promotion that can boost room and F&B revenue during peak months and help fill discretionary spending categories. Disney Visa Cardmembers Can Get a Free Dining Plan at Walt Disney World in Today’s Daily Recap for 03/05/2026
• Positive Sentiment: Disney Cruise Line expansion — The Disney Adventure was christened in Singapore, reinforcing international cruise growth and incremental revenue opportunities outside North America. Global fleet momentum can support recurring revenue and margin mix improvements. Disney Cruise Line Christens the Disney Adventure in Singapore
• Positive Sentiment: Content upside — Pixar’s Hoppers is being positioned to capitalize on a viral meme, which could translate into stronger-than-expected box office and downstream streaming/licensing revenue if audience interest scales. Positive box-office surprises lift IP monetization across windows. Disney Pixar's 'Hoppers' seeks to turn viral meme into box office gold
• Positive Sentiment: Parks investment — Disneyland’s $60M Avengers Campus expansion and other ride/upkeep projects signal continued capital spending to drive attendance and per-capita spending. These investments support long‑term park revenue growth. Disneyland offers behind-the-scenes tour of $60 million Avengers Campus expansion
• Neutral Sentiment: Leadership and liquidity debate — Coverage highlights Bob Iger stepping aside for parks chief Josh D’Amaro and the company’s $9.25B credit facility. Investors view this as mixed: it secures liquidity but raises execution and succession questions. Expect continued volatility while markets price leadership transition risk vs. stabilized financing. Disney Bull vs Bear: What Big Changes at the Entertainment Giant Really Mean for Investors
• Neutral Sentiment: Valuation debate persists — Analyst notes and fair‑value models cluster around ~$130 per share, underscoring a split between IP-driven upside and execution/earnings risk; this keeps the trading range relatively compressed until clearer fundamentals or guidance emerge. Why The Narrative Around Walt Disney (DIS) Is Shifting As Fair Value And IP Debates Collide
• Neutral Sentiment: Anniversary PR and nostalgia — Multiple stories and a downtown Orlando plaque commemorating the original 1965 “Florida Project” announcement create positive brand headlines but are unlikely to move near-term fundamentals materially. Orlando & Disney Unveil Plaque at the Site of Historic ‘The Florida Project’ Announcement
• Negative Sentiment: Safety/PR risk — A former safari driver alleges staff are trained to drive away if someone falls into a crocodile pit. That claim creates reputational risk, potential regulatory attention, and possible liability exposure if substantiated — factors that can pressure sentiment and attendance if amplified. “They’re not saving that baby”: Former Disney World safari driver says staff are trained to drive away if someone falls into crocodile pit

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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