The Walt Disney Company $DIS Shares Sold by J. Safra Sarasin Holding AG

J. Safra Sarasin Holding AG lowered its position in The Walt Disney Company (NYSE:DIS) by 93.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,813 shares of the entertainment giant’s stock after selling 202,314 shares during the quarter. J. Safra Sarasin Holding AG’s holdings in Walt Disney were worth $1,685,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Varma Mutual Pension Insurance Co boosted its stake in shares of Walt Disney by 8.8% during the 3rd quarter. Varma Mutual Pension Insurance Co now owns 284,894 shares of the entertainment giant’s stock valued at $32,620,000 after buying an additional 23,100 shares during the last quarter. Sterling Investment Counsel LLC increased its stake in shares of Walt Disney by 130.5% in the third 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. SVB Wealth LLC acquired a new stake in Walt Disney in the second quarter valued at $1,352,000. Baron Silver Stevens Financial Advisors LLC raised its holdings in Walt Disney by 244.6% in the third quarter. Baron Silver Stevens Financial Advisors LLC now owns 10,365 shares of the entertainment giant’s stock valued at $1,187,000 after acquiring an additional 7,357 shares in the last quarter. Finally, Rakuten Investment Management Inc. bought a new position in Walt Disney during the 3rd quarter valued at $21,177,000. 65.71% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Walt Disney

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

• Positive Sentiment: Streaming profits and Q1 beat — Disney reported Q1 revenue that topped estimates and disclosed streaming operating income up ~72% year-over-year, a sign the turnaround in streaming economics is real. Streaming Profits Are Up 72%
• Positive Sentiment: New Paris attraction rollout — Disney unveiled the World of Frozen/Disney Adventure World transformation at Disneyland Paris, a major parks catalyst that supports near-term attendance/revenue optimism. Disney brings ‘Frozen’ to Paris
• Positive Sentiment: Analyst support — Needham reiterated a Buy and a $125 price target, reinforcing the view that Disney can reassert its media identity and earn a valuation rerating. Needham Buy Rating
• Positive Sentiment: Marketing / consumer engagement — Free pop-up events in Houston (Hermann Park) help drive brand engagement and short-term consumer interest in parks and trips. Disney pop-up in Houston
• Neutral Sentiment: D23 planning and merchandising — Disney confirmed 2026 D23 ticketing and continues product rollouts (new Star Wars and R2?D2 merchandise), steady engagement but limited immediate financial impact. D23 ticket info Merch releases
• Neutral Sentiment: Corporate honors / community items — Announcements like Disney Legends honorees and university talks are PR-positive but unlikely to move fundamentals. Disney Legends
• Negative Sentiment: AI and partnership setbacks — High-profile failures (the collapsed Sora/OpenAI initiative and a malfunctioning Nvidia-powered Olaf at Disneyland Paris) have raised doubts about some tech investments and created near-term PR/headline risk. Sora/OpenAI coverage Olaf malfunction
• Negative Sentiment: Tech partnerships and execution worries — Reports of setbacks around Epic Games and other tech bets have pressured sentiment and contributed to DIS still being below prior highs despite operational improvements. Partnership setbacks

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on the stock. UBS Group reissued a “mixed” rating on shares of Walt Disney in a report on Monday, February 2nd. TD Cowen restated a “hold” rating and issued a $123.00 target price on shares of Walt Disney in a research note on Tuesday, February 3rd. Citigroup decreased their price target on Walt Disney from $145.00 to $140.00 and set a “buy” rating for the company in a research note on Friday, January 16th. Phillip Securities raised Walt Disney to a “moderate buy” rating in a report on Monday, January 12th. Finally, Barclays restated an “overweight” rating on shares of Walt Disney in a research note on Monday, February 2nd. Seventeen investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $134.00.

Walt Disney Trading Up 2.1%

Shares of NYSE:DIS opened at $96.31 on Wednesday. The company has a quick ratio of 0.61, a current ratio of 0.67 and a debt-to-equity ratio of 0.31. The company’s 50-day moving average price is $103.90 and its 200 day moving average price is $108.55. The company has a market cap of $170.61 billion, a PE ratio of 14.16, a P/E/G ratio of 1.32 and a beta of 1.42. The Walt Disney Company has a fifty-two week low of $80.10 and a fifty-two week high of $124.69.

Walt Disney (NYSE:DIS) last announced its earnings results on Monday, February 2nd. The entertainment giant reported $1.63 earnings per share 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 firm had revenue of $25.98 billion for the quarter, compared to the consensus estimate of $25.54 billion. During the same quarter in the previous year, the business earned $1.40 EPS. The firm’s revenue for the quarter was up 5.2% on a year-over-year basis. Sell-side analysts anticipate that The Walt Disney Company will post 5.47 earnings per share for the current year.

Walt Disney 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.