Tritonpoint Wealth LLC Lowers Position in The Walt Disney Company $DIS

Key Points

• Tritonpoint Wealth LLC cut its stake in The Walt Disney Company by 38.5% in Q4, selling 6,114 shares and ending the period with 9,785 shares worth about $1.12 million.
• Major institutional investors — including Vanguard, State Street, Ameriprise, Invesco and Amundi — increased their Disney holdings, and institutions now own roughly 65.71% of the stock.
• Analysts are broadly positive with a MarketBeat consensus of Moderate Buy and a mean price target of $132.81, though views vary; Disney trades around $96.69 with a PE of 14.22.

Tritonpoint Wealth LLC decreased its stake in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 38.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 9,785 shares of the entertainment giant's stock after selling 6,114 shares during the quarter. Tritonpoint Wealth LLC's holdings in Walt Disney were worth $1,121,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Vanguard Group Inc. grew its position in shares of Walt Disney by 0.4% during 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 purchasing an additional 620,463 shares in the last quarter. State Street Corp lifted its position in shares of Walt Disney by 3.0% in the third quarter. State Street Corp now owns 82,019,749 shares of the entertainment giant's stock worth $9,391,261,000 after buying an additional 2,376,706 shares in the last quarter. Ameriprise Financial Inc. boosted its stake 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 valued at $1,892,393,000 after buying an additional 1,080,427 shares during the last quarter. Invesco Ltd. boosted its stake in Walt Disney by 6.5% during the third quarter. Invesco Ltd. now owns 12,994,916 shares of the entertainment giant's stock valued at $1,487,918,000 after buying an additional 790,365 shares during the last quarter. Finally, Amundi grew its holdings in Walt Disney by 2.0% during the 3rd quarter. Amundi now owns 12,971,705 shares of the entertainment giant's stock valued at $1,462,645,000 after buying an additional 254,626 shares in the last quarter. 65.71% of the stock is owned by hedge funds and other institutional investors.

More Walt Disney News

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

• Positive Sentiment: Raymond James upgraded DIS to "Outperform," giving the stock a near‑term boost from a respected shop citing confidence in Disney’s execution. Raymond James Financial Upgrades Walt Disney NYSE: DIS to "Outperform"
• Positive Sentiment: Needham reiterated a "Buy" rating, reinforcing analyst support and helping offset some recent negative headlines. Needham & Company LLC Reiterates "Buy" Rating for Walt Disney NYSE: DIS
• Positive Sentiment: Industry coverage notes parks & experiences could see a boom this year (attendance recovery, pricing power, and targeted promotions such as Disney+ subscriber hotel deals), supporting near‑term revenue visibility. Why Disney's parks business could boom this year despite economic turbulence and the Iran war
• Neutral Sentiment: Sectors trends show streaming revenue growth increasingly driven by price increases and ads rather than new subs — a positive for unit economics but a mixed subscriber story for Disney+. Price Hikes Driving U.S. Streaming Video Sales Growth, Not New Subscribers
• Neutral Sentiment: Disney is shifting its AI strategy after exiting its OpenAI investment and Sora efforts, signaling a reallocation of tech spend that is likely neutral near‑term but relevant for long‑term content/production efficiency. Disney's OpenAI Investment Is Over. Here's Where the Company Is Focusing Its Efforts in 2026.
• Negative Sentiment: Wells Fargo and Deutsche Bank trimmed price targets and some analysts have scaled back near‑term forecasts, keeping upside consensus below prior levels and pressuring sentiment. Wells Fargo Trims PT on The Walt Disney Company (DIS) Amid Softer Growth Narrative
• Negative Sentiment: Coverage questioning dividend safety after a reported ~$50M settlement and leadership change raises near‑term cash‑allocation concerns for income‑oriented investors. Is Disney’s Dividend Safe? A $50M Settlement and a New CEO Put It to the Test
• Negative Sentiment: Recent guest‑experience and operations stories — shuttle shutdowns, new entry rules and isolated legal/arrest incidents — could weigh on short‑term park sentiment and PR. DISNEY TRANSPORT TROUBLES: Shuttle Shutdown & New Rules Snarl Guest Access

Analysts Set New Price Targets

A number of analysts have issued reports on the company. Barclays reaffirmed an "overweight" rating on shares of Walt Disney in a research note on Monday, February 2nd. Citigroup lowered their target price on Walt Disney from $145.00 to $140.00 and set a "buy" rating for the company in a research report on Friday, January 16th. TD Cowen restated a "hold" rating and issued a $123.00 price target on shares of Walt Disney in a research report on Tuesday, February 3rd. Raymond James Financial raised shares of Walt Disney from a "market perform" rating to an "outperform" rating and set a $115.00 price target on the stock in a research note on Wednesday. Finally, The Goldman Sachs Group reiterated a "buy" rating and set a $151.00 price objective on shares of Walt Disney in a research report on Monday, February 2nd. Eighteen research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Walt Disney has a consensus rating of "Moderate Buy" and a consensus price target of $132.81.

Walt Disney Stock Performance

NYSE:DIS opened at $96.69 on Friday. The firm has a market capitalization of $171.28 billion, a PE ratio of 14.22, a PEG ratio of 1.35 and a beta of 1.44. The stock's fifty day moving average is $102.96 and its 200 day moving average is $108.25. The Walt Disney Company has a fifty-two week low of $80.10 and a fifty-two week high of $124.69. The company has a debt-to-equity ratio of 0.31, a quick ratio of 0.61 and a current ratio of 0.67.

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 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 business's revenue was up 5.2% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.40 earnings per share. On average, sell-side analysts anticipate that The Walt Disney Company will post 5.47 earnings per share for the current 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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