Versor Investments LP Reduces Holdings in The Walt Disney Company $DIS

Versor Investments LP lowered its stake in shares of The Walt Disney Company (NYSE:DIS) by 84.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,665 shares of the entertainment giant’s stock after selling 14,200 shares during the quarter. Versor Investments LP’s holdings in Walt Disney were worth $305,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Kondo Wealth Advisors Inc. increased its stake in Walt Disney by 1.2% during the 2nd quarter. Kondo Wealth Advisors Inc. now owns 7,317 shares of the entertainment giant’s stock valued at $904,000 after purchasing an additional 84 shares in the last quarter. Cornerstone Advisory LLC grew its holdings in shares of Walt Disney by 1.5% during the second quarter. Cornerstone Advisory LLC now owns 5,890 shares of the entertainment giant’s stock valued at $730,000 after buying an additional 86 shares during the last quarter. Strategic Family Wealth Counselors L.L.C. increased its position in shares of Walt Disney by 1.0% in the 2nd quarter. Strategic Family Wealth Counselors L.L.C. now owns 8,586 shares of the entertainment giant’s stock valued at $1,065,000 after acquiring an additional 87 shares during the period. Baltimore Washington Financial Advisors Inc. raised its stake in Walt Disney by 1.3% in the 2nd quarter. Baltimore Washington Financial Advisors Inc. now owns 6,957 shares of the entertainment giant’s stock worth $863,000 after acquiring an additional 88 shares during the last quarter. Finally, Jim Saulnier & Associates LLC raised its stake in Walt Disney by 3.1% in the 3rd quarter. Jim Saulnier & Associates LLC now owns 2,995 shares of the entertainment giant’s stock worth $343,000 after acquiring an additional 90 shares during the last quarter. 65.71% of the stock is currently owned by institutional investors and hedge funds.

Walt Disney Price Performance

NYSE:DIS opened at $105.46 on Friday. 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 company has a 50 day moving average price of $111.06 and a 200-day moving average price of $112.18. The Walt Disney Company has a 1-year low of $80.10 and a 1-year high of $124.69. The firm has a market cap of $186.82 billion, a price-to-earnings ratio of 15.51, a price-to-earnings-growth ratio of 1.40 and a beta of 1.43.

Walt Disney (NYSE:DIS) last announced its quarterly earnings results on Monday, February 2nd. The entertainment giant reported $1.63 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.57 by $0.06. The firm had revenue of $25.98 billion for the quarter, compared to the consensus estimate 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% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.40 earnings per share. Equities research analysts forecast that The Walt Disney Company will post 5.47 EPS for the current year.

More Walt Disney News

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

• Positive Sentiment: Disney’s sizable investment in generative AI and a reported “billion-dollar OpenAI bet” signals dealmaking and technology-driven content/production upside that could lift margins and content velocity over time. Read More.
• Positive Sentiment: Company plans a big 2027 Super Bowl push (including a ManningCast tie-in), which points to ad/revenue opportunities and cross-platform promotion across Disney’s networks and streaming services. Read More.
• Positive Sentiment: Park and IP product refreshes — new animatronics (Frozen Ever After) and rotating classic animatronic shows at Disneyland — support attendance and guest-spend narratives. These operational improvements are tangible catalysts for parks revenue. Read More. / Read More.
• Neutral Sentiment: Disney has filed a patent for an articulating-arm ride system — a long-term innovation that could improve ride design but is not an immediate revenue driver. Read More.
• Negative Sentiment: Disney launched a $4 billion senior notes offering — the sizable new debt issuance is seen by markets as a near-term negative, pressuring the stock and raising concerns about capital allocation and leverage. Read More.
• Negative Sentiment: Market commentary linked the $4B borrowing to downward pressure on the stock; some analysts and reports flagged the move as a catalyst for recent share weakness. Read More.
• Negative Sentiment: Regulatory/privacy headwinds: Disney agreed to pay about $2.75M to settle alleged CCPA violations in California and has settled a related multimillion-dollar streaming data suit; broader probes of streaming data practices remain active — ongoing regulatory risk and reputational headlines. Read More. / Read More.
• Negative Sentiment: High-profile criticism from former CEO Michael Eisner calling parks “too expensive” and criticizing past leadership adds negative PR that could shape public debate about pricing and attendance. Read More.

Wall Street Analysts Forecast Growth

Several analysts have weighed in on DIS shares. Citigroup dropped their price target on Walt Disney from $145.00 to $140.00 and set a “buy” rating on the stock in a research note on Friday, January 16th. Raymond James Financial reiterated a “market perform” rating on shares of Walt Disney in a report on Friday, November 14th. Weiss Ratings lowered shares of Walt Disney from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, February 3rd. Barclays reaffirmed an “overweight” rating on shares of Walt Disney in a report on Monday, February 2nd. Finally, Morgan Stanley started coverage on shares of Walt Disney in a research note on Tuesday, February 3rd. They issued an “overweight” rating and a $135.00 price objective on the stock. Seventeen research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $135.80.

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.