Kapitalo Investimentos Ltda Sells 41,070 Shares of The Walt Disney Company $DIS

Kapitalo Investimentos Ltda lessened its stake in shares of The Walt Disney Company (NYSE:DIS) by 55.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 32,820 shares of the entertainment giant’s stock after selling 41,070 shares during the period. Walt Disney makes up about 0.7% of Kapitalo Investimentos Ltda’s investment portfolio, making the stock its 20th largest holding. Kapitalo Investimentos Ltda’s holdings in Walt Disney were worth $3,734,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also modified their holdings of the company. Varma Mutual Pension Insurance Co increased its holdings in shares of Walt Disney by 8.8% in the 3rd quarter. Varma Mutual Pension Insurance Co now owns 284,894 shares of the entertainment giant’s stock worth $32,620,000 after purchasing an additional 23,100 shares in the last quarter. Sterling Investment Counsel LLC boosted its stake in shares of Walt Disney by 130.5% in the 3rd quarter. Sterling Investment Counsel LLC now owns 13,590 shares of the entertainment giant’s stock worth $1,556,000 after buying an additional 7,695 shares during the last quarter. Baron Silver Stevens Financial Advisors LLC boosted its stake in shares of Walt Disney by 244.6% in the 3rd quarter. Baron Silver Stevens Financial Advisors LLC now owns 10,365 shares of the entertainment giant’s stock worth $1,187,000 after buying an additional 7,357 shares during the last quarter. Rakuten Investment Management Inc. purchased a new position in shares of Walt Disney in the 3rd quarter worth $21,177,000. Finally, UMB Bank n.a. boosted its stake in shares of Walt Disney by 119.8% in the 3rd quarter. UMB Bank n.a. now owns 147,521 shares of the entertainment giant’s stock worth $16,891,000 after buying an additional 80,395 shares during the last quarter. Institutional investors own 65.71% of the company’s stock.

Key Walt Disney News

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

• Positive Sentiment: Park pricing power: Disney is raising Walt Disney World single-day and 2027 ticket prices, a direct lever to boost near?term park revenue and margins as attendance remains strong. Walt Disney World tickets set to get costlier in 2027
• Positive Sentiment: New resort investment: Disney released details about a new resort near Magic Kingdom, which should expand room inventory and long?term revenue per available room once open. This supports growth/asset leverage expectations. Disney Shares New Details About Its Upcoming Resort Near Magic Kingdom
• Positive Sentiment: Promotions to spur international demand: Disney rolled out free dining offers for UK & Ireland guests for 2027 travel windows — useful for driving bookings and occupancy in off?peak periods, though it may compress per?guest spend. Free 2027 Dining Plan Offer For UK and Ireland Guests at Walt Disney World Walt Disney World’s Free Dining offer is back
• Positive Sentiment: Attraction and experience reopenings: Disney is announcing new opening dates (Muppets coaster) and returning guest favorites, which help drive incremental attendance and F&B/merch spend. Disney sets opening date for Muppets version of beloved roller coaster
• Neutral Sentiment: Brand & content PR: New music releases, ASL re?animated songs and honors for Imagineers generate positive brand engagement but are unlikely to move near?term financials materially. Disney Unveils ‘Sensational’ New Versions of Beloved Songs
• Neutral Sentiment: Ad-market governance: Industry moves on programmatic ad transparency could reshape digital ad buying over time; potential indirect implications for Disney’s ad?supported streaming revenue are longer?term and uncertain. IAB Tech Lab Launches Industry Council
• Neutral Sentiment: Market commentary: Coverage noting DIS’s bigger pullback versus the market may be amplifying selling pressure today; this is descriptive of trading flows rather than new fundamentals. Walt Disney (DIS) Sees a More Significant Dip Than Broader Market
• Negative Sentiment: Workforce reductions: Disney plans to cut roughly 1,000 jobs as part of restructuring under the new CEO — lowers operating cost but raises execution risk and signals near?term organizational change. Disney (DIS) To Lay Off 1,000 Employees
• Negative Sentiment: Guest legal issue: A lawsuit alleging bed?bug injuries could be reputationally negative and a small liability risk if more claims follow, though not likely material company?wide today. Tourist Sues Disney for Over $50K After Alleged Bed Bug Infestation

Walt Disney Stock Performance

NYSE:DIS opened at $104.42 on Wednesday. The stock has a 50-day simple moving average of $101.25 and a two-hundred day simple moving average of $107.15. The Walt Disney Company has a 52-week low of $84.60 and a 52-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. The firm has a market capitalization of $184.99 billion, a PE ratio of 15.36, a P/E/G ratio of 1.49 and a beta of 1.44.

Walt Disney (NYSE:DIS) last released its quarterly earnings results on Monday, February 2nd. The entertainment giant reported $1.63 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.57 by $0.06. Walt Disney had a return on equity of 8.90% and a net margin of 12.80%.The business had revenue of $25.98 billion during the quarter, compared to analyst estimates of $25.54 billion. During the same quarter in the previous year, the company posted $1.40 earnings per share. Walt Disney’s revenue for the quarter was up 5.2% on a year-over-year basis. Analysts forecast that The Walt Disney Company will post 6.61 EPS for the current year.

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on DIS shares. UBS Group restated a “mixed” rating on shares of Walt Disney in a research note on Monday, February 2nd. TD Cowen restated a “hold” rating and issued a $123.00 price target on shares of Walt Disney in a research note on Tuesday, February 3rd. Guggenheim dropped their price target on Walt Disney from $140.00 to $115.00 and set a “buy” rating on the stock in a research note on Wednesday, March 18th. Phillip Securities upgraded Walt Disney to a “moderate buy” rating in a research note on Monday, January 12th. Finally, Raymond James Financial upgraded 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, April 1st. Seventeen analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $133.53.

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.