Bryn Mawr Trust Advisors LLC Sells 5,544 Shares of The Walt Disney Company $DIS

Bryn Mawr Trust Advisors LLC trimmed its position in The Walt Disney Company (NYSE:DIS) by 36.6% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 9,596 shares of the entertainment giant’s stock after selling 5,544 shares during the period. Bryn Mawr Trust Advisors LLC’s holdings in Walt Disney were worth $1,092,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Advisor OS LLC lifted its stake in shares of Walt Disney by 6.4% in the fourth quarter. Advisor OS LLC now owns 10,779 shares of the entertainment giant’s stock worth $1,226,000 after buying an additional 651 shares during the last quarter. Plato Investment Management Ltd lifted its stake in shares of Walt Disney by 13.5% in the fourth quarter. Plato Investment Management Ltd now owns 70,785 shares of the entertainment giant’s stock worth $8,092,000 after buying an additional 8,394 shares during the last quarter. BankPlus Wealth Management LLC lifted its stake in shares of Walt Disney by 3.3% in the fourth quarter. BankPlus Wealth Management LLC now owns 5,687 shares of the entertainment giant’s stock worth $647,000 after buying an additional 184 shares during the last quarter. NewEdge Wealth LLC lifted its stake in shares of Walt Disney by 86.9% in the fourth quarter. NewEdge Wealth LLC now owns 28,174 shares of the entertainment giant’s stock worth $3,205,000 after buying an additional 13,103 shares during the last quarter. Finally, Legacy Wealth Managment LLC ID lifted its stake in shares of Walt Disney by 196.4% in the fourth quarter. Legacy Wealth Managment LLC ID now owns 1,224 shares of the entertainment giant’s stock worth $139,000 after buying an additional 811 shares during the last quarter. 65.71% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on DIS shares. Phillip Securities upgraded shares of Walt Disney to a “moderate buy” rating in a research note on Monday, January 12th. Jefferies Financial Group reduced their price target on shares of Walt Disney from $136.00 to $132.00 and set a “buy” rating for the company in a 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 for the company in a report on Wednesday, April 1st. TD Cowen reissued a “hold” rating and issued a $123.00 price target on shares of Walt Disney in a report on Tuesday, February 3rd. Finally, UBS Group reissued a “mixed” rating on shares of Walt Disney in a report on Monday, February 2nd. Seventeen research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $134.47.

Walt Disney Price Performance

Shares of Walt Disney stock opened at $107.89 on Monday. The company has a debt-to-equity ratio of 0.33, a current ratio of 0.68 and a quick ratio of 0.62. The Walt Disney Company has a fifty-two week low of $92.18 and a fifty-two week high of $124.69. The firm has a fifty day moving average price of $100.87 and a two-hundred day moving average price of $106.63. The company has a market cap of $187.36 billion, a PE ratio of 17.24, a price-to-earnings-growth ratio of 1.42 and a beta of 1.41.

Walt Disney (NYSE:DIS) last issued its quarterly earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 earnings per share for the quarter, beating analysts’ consensus estimates of $1.49 by $0.08. Walt Disney had a net margin of 11.54% and a return on equity of 8.92%. The firm had revenue of $25.17 billion during the quarter, compared to the consensus estimate of $24.87 billion. During the same period in the prior year, the firm earned $1.45 EPS. The business’s revenue was up 6.5% on a year-over-year basis. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. Analysts expect that The Walt Disney Company will post 6.82 EPS for the current year.

Key Stories Impacting Walt Disney

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

• Positive Sentiment: Citigroup raised its price target on Disney to $145 from $135 and reiterated a buy rating, pointing to meaningful upside after the company’s strong quarterly results. Benzinga
• Positive Sentiment: Disney’s fiscal Q2 beat, with higher-than-expected EPS and revenue, is still driving bullish analyst revisions; JPMorgan, Barclays, Guggenheim, and others recently raised targets, reinforcing confidence in Disney’s earnings momentum and outlook. 247WallSt
• Positive Sentiment: Recent coverage highlighted improving streaming and theme-park performance under new CEO Josh D’Amaro, including continued parks strength and a longer-term push to grow Disney+ overseas and streamline the customer experience with a possible “super app.” TechCrunch
• Neutral Sentiment: Disney said CFO Hugh Johnston will participate in the MoffettNathanson conference next week, which keeps management visible to investors but is not an immediate operating catalyst. Business Wire
• Negative Sentiment: ABC is escalating its fight with the FCC after the Trump administration tried to apply equal-time rules to The View; the dispute raises regulatory and political uncertainty for Disney’s media operations. Reuters
• Negative Sentiment: Disney’s broader Trump-related messaging remains a legal and public-relations overhang, with reports saying the company is trying to avoid a direct confrontation while pushing back on pressure “politely.” Business Insider

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.