Sequoia Financial Advisors LLC Lowers Holdings in The Walt Disney Company $DIS

Sequoia Financial Advisors LLC trimmed its position in The Walt Disney Company (NYSE:DIS) by 8.9% in the 1st quarter, Holdings Channel reports. The firm owned 117,953 shares of the entertainment giant’s stock after selling 11,552 shares during the quarter. Sequoia Financial Advisors LLC’s holdings in Walt Disney were worth $11,368,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in the company. J. Stern & Co. LLP grew its position in Walt Disney by 9,060.1% during the fourth quarter. J. Stern & Co. LLP now owns 38,135,363 shares of the entertainment giant’s stock worth $4,338,660,000 after buying an additional 37,719,041 shares in the last quarter. Norges Bank purchased a new stake in shares of Walt Disney in the 4th quarter valued at about $2,388,278,000. Viking Global Investors LP bought a new stake in shares of Walt Disney during the 2nd quarter valued at about $725,219,000. Price T Rowe Associates Inc. MD boosted its position in shares of Walt Disney by 62.5% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 13,876,878 shares of the entertainment giant’s stock valued at $1,578,773,000 after acquiring an additional 5,334,866 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership grew its holdings in shares of Walt Disney by 37.8% during the fourth quarter. Arrowstreet Capital Limited Partnership now owns 12,569,185 shares of the entertainment giant’s stock worth $1,429,996,000 after purchasing an additional 3,450,198 shares in the last quarter. 65.71% of the stock is currently owned by hedge funds and other institutional investors.

Walt Disney Price Performance

Shares of NYSE DIS traded down $0.53 during trading hours on Friday, reaching $95.64. 10,669,358 shares of the stock traded hands, compared to its average volume of 10,984,889. The company’s 50-day simple moving average is $101.51 and its two-hundred day simple moving average is $104.12. The company has a market capitalization of $166.09 billion, a P/E ratio of 15.28, a price-to-earnings-growth ratio of 1.20 and a beta of 1.39. The Walt Disney Company has a 52-week low of $92.18 and a 52-week high of $123.40. The company has a quick ratio of 0.62, a current ratio of 0.68 and a debt-to-equity ratio of 0.33.

Walt Disney (NYSE:DIS) last issued its earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.49 by $0.08. Walt Disney had a return on equity of 8.92% and a net margin of 11.54%.The business had revenue of $25.17 billion during the quarter, compared to analyst estimates of $24.87 billion. During the same quarter in the prior year, the firm earned $1.45 earnings per share. Walt Disney’s revenue for the quarter was up 6.5% on a year-over-year basis. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. Equities research analysts forecast that The Walt Disney Company will post 6.86 EPS for the current year.

Key Walt Disney News

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

• Positive Sentiment: Zacks upgraded Disney to a Buy, citing improving earnings expectations and a more favorable near-term outlook for the stock. Disney (DIS) Upgraded to Buy: Here’s What You Should Know
• Positive Sentiment: Investors are reacting positively to reports that Disney+ may add a free, ad-supported tier, which could expand audience reach and improve Disney’s streaming monetization strategy over time. Disney is exploring adding a free tier for Disney+ as YouTube draws TV viewers
• Positive Sentiment: Bullish commentary highlighted strong free cash flow, improving direct-to-consumer profitability, and solid performance in sports and theme parks, while also pointing to possible upside from AI-driven efficiencies and rumored acquisition interest in Lionsgate. Disney: Lionsgate Rumors Add To An Already Compelling Bull Case
• Positive Sentiment: Another bullish valuation note argued Disney stock looks inexpensive on earnings and cash flow, with buybacks and earnings growth seen as supporting longer-term upside. Disney (DIS) Stock Looks Cheap On Earnings And Cash Flow
• Neutral Sentiment: Disney’s former Disney+ president Alisa Bowen is moving to CEO of Disney-controlled Fubo, a leadership change that may matter strategically but is not directly tied to Disney’s core operations. Alisa Bowen Exits as Disney+ President to Become CEO of Disney-Controlled Fubo TV Streamer
• Negative Sentiment: Several stories criticized Disney’s live-action remake strategy, especially around Moana, adding to concerns that the company’s film pipeline may be losing creative momentum. Moana’s Record Rotten Tomatoes Score Should Give Disney Pause

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on DIS. Wells Fargo & Company lowered their target price on shares of Walt Disney from $148.00 to $146.00 and set an “overweight” rating on the stock in a research note on Thursday, May 7th. Guggenheim boosted their price target on shares of Walt Disney from $115.00 to $120.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. Wolfe Research set a $131.00 price target on shares of Walt Disney in a report on Tuesday, June 30th. Needham & Company LLC restated a “buy” rating and set a $125.00 price objective on shares of Walt Disney in a research report on Friday, June 12th. Finally, Weiss Ratings downgraded shares of Walt Disney from a “hold (c+)” rating to a “hold (c)” rating in a report on Thursday, June 11th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $133.33.

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.