Elevation Point Wealth Partners LLC Sells 14,259 Shares of The Walt Disney Company $DIS

Elevation Point Wealth Partners LLC lowered its holdings in shares of The Walt Disney Company (NYSE:DIS) by 25.3% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 42,064 shares of the entertainment giant’s stock after selling 14,259 shares during the period. Elevation Point Wealth Partners LLC’s holdings in Walt Disney were worth $4,816,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. Copeland Capital Management LLC acquired a new position in shares of Walt Disney during the 3rd quarter valued at $25,000. Strengthening Families & Communities LLC acquired a new stake in Walt Disney in the third quarter worth $29,000. Pilgrim Partners Asia Pte Ltd acquired a new stake in Walt Disney in the third quarter worth $33,000. Bare Financial Services Inc increased its stake in Walt Disney by 48.5% in the third quarter. Bare Financial Services Inc now owns 291 shares of the entertainment giant’s stock valued at $33,000 after purchasing an additional 95 shares in the last quarter. Finally, Total Investment Management Inc. bought a new position in shares of Walt Disney during the 2nd quarter worth about $37,000. 65.71% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of research analysts recently weighed in on the company. The Goldman Sachs Group reaffirmed a “buy” rating and set a $151.00 price target on shares of Walt Disney in a research note on Monday, February 2nd. Citigroup lowered their target price on Walt Disney from $145.00 to $140.00 and set a “buy” rating on the stock in a research report on Friday, January 16th. Wells Fargo & Company decreased their price target on shares of Walt Disney from $152.00 to $150.00 and set an “overweight” rating for the company in a research note on Tuesday, February 3rd. Barclays reiterated an “overweight” rating on shares of Walt Disney in a report on Monday, February 2nd. Finally, Jefferies Financial Group lowered their price target on Walt Disney from $136.00 to $132.00 and set a “buy” rating for the company in a research report on Tuesday, February 3rd. Seventeen investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $135.80.

Walt Disney Price Performance

Shares of NYSE:DIS opened at $99.29 on Friday. The Walt Disney Company has a fifty-two week low of $80.10 and a fifty-two week high of $124.69. The company’s 50-day moving average is $107.75 and its 200 day moving average is $110.34. 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 company has a market capitalization of $175.89 billion, a P/E ratio of 14.60, a price-to-earnings-growth ratio of 1.35 and a beta of 1.42.

Walt Disney (NYSE:DIS) last announced its quarterly earnings data on Monday, February 2nd. The entertainment giant reported $1.63 EPS for the quarter, topping the consensus estimate of $1.57 by $0.06. Walt Disney had a net margin of 12.80% and a return on equity of 8.90%. The business had revenue of $25.98 billion for the quarter, compared to analyst estimates of $25.54 billion. During the same quarter in the previous year, the firm posted $1.40 earnings per share. The company’s revenue for the quarter was up 5.2% on a year-over-year basis. On average, equities research analysts forecast that The Walt Disney Company will post 5.47 earnings per share for the current year.

More Walt Disney News

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

• Positive Sentiment: Walt Disney World set reopening dates for several refreshed attractions (including the revamped Buzz Lightyear ride and Big Thunder Mountain), which should help drive park traffic and F&B/merchandise spend as seasonal travel picks up. Walt Disney World announces reopening dates for Buzz Lightyear, Big Thunder Mountain
• Positive Sentiment: Disney is rolling out new family experiences and a “Cool KIDS’ SUMMER” program with refreshed attractions and summer savings, plus the return of select free-dining promotions — initiatives that can stimulate bookings and incremental park revenue for the high season. Walt Disney World Launches New Family Experiences, Refreshed Attractions and Summer Savings for Cool KIDS’ SUMMER
• Positive Sentiment: Disney+ content additions: the children’s hit Bluey is getting a firm arrival date on Disney+, and a new Star Wars series (Maul: Shadow Lord) launches in April — fresh originals that help engagement and retention on the streaming platform. Disney World Announces Exactly When Bluey Will Finally Arrive
• Positive Sentiment: Leadership update: Disney named Paul Roeder as Chief Communications Officer (effective March 19), a senior internal hire under incoming CEO Josh D’Amaro that suggests management is stabilizing communications and strategy ahead of operational initiatives. Paul Roeder Named Chief Communications Officer of The Walt Disney Company
• Neutral Sentiment: Promotional/consumer coverage such as guides to park footwear and lifestyle pieces are driving consumer interest but have little direct financial impact; they do reflect ongoing consumer engagement with the parks. I Visit Disney World Every Month & These Are the Most Supportive Sneakers for Walking 10+ Miles at the Parks
• Neutral Sentiment: Analyst/market takes: commentary noting Disney’s attractive valuation and strategic moves (e.g., NFL rights) highlight upside catalysts but caution about lingering execution risks; these views can influence investor sentiment without immediate revenue impact. Walt Disney Stock Looks Cheap. But Is It a Buy?
• Negative Sentiment: Ad-revenue competition: a report highlights YouTube generating more ad revenue in 2025 than Disney and several legacy media companies, underlining margin pressure and the challenge of monetizing streaming at scale. YouTube Out Earns Disney, Paramount, Warner Bros, and More Just From Ad Revenue in 2025

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.