Marshfield Associates Boosts Stock Position in The Walt Disney Company $DIS

Marshfield Associates lifted its holdings in shares of The Walt Disney Company (NYSE:DIS) by 3.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,634,873 shares of the entertainment giant’s stock after buying an additional 60,107 shares during the quarter. Walt Disney makes up approximately 3.2% of Marshfield Associates’ investment portfolio, making the stock its 14th largest position. Marshfield Associates owned approximately 0.09% of Walt Disney worth $187,193,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Strategic Family Wealth Counselors L.L.C. increased its holdings in Walt Disney by 1.0% in the 2nd quarter. Strategic Family Wealth Counselors L.L.C. now owns 8,586 shares of the entertainment giant’s stock worth $1,065,000 after acquiring an additional 87 shares in the last quarter. Baltimore Washington Financial Advisors Inc. lifted its holdings in Walt Disney by 1.3% during the second quarter. Baltimore Washington Financial Advisors Inc. now owns 6,957 shares of the entertainment giant’s stock valued at $863,000 after purchasing an additional 88 shares in the last quarter. Jim Saulnier & Associates LLC lifted its holdings in Walt Disney by 3.1% during the third quarter. Jim Saulnier & Associates LLC now owns 2,995 shares of the entertainment giant’s stock valued at $343,000 after purchasing an additional 90 shares in the last quarter. Atlas Brown Inc. grew its position in shares of Walt Disney by 0.5% in the third quarter. Atlas Brown Inc. now owns 20,202 shares of the entertainment giant’s stock valued at $2,313,000 after purchasing an additional 91 shares during the period. Finally, CFO4Life Group LLC grew its position in shares of Walt Disney by 1.2% in the third quarter. CFO4Life Group LLC now owns 7,894 shares of the entertainment giant’s stock valued at $904,000 after purchasing an additional 92 shares during the period. Hedge funds and other institutional investors own 65.71% of the company’s stock.

Walt Disney Stock Performance

NYSE:DIS opened at $98.55 on Tuesday. The company has a market cap of $174.58 billion, a P/E ratio of 14.49, a P/E/G ratio of 1.35 and a beta of 1.42. The Walt Disney Company has a twelve month low of $80.10 and a twelve month high of $124.69. The company’s 50-day moving average price is $107.44 and its 200-day moving average price is $110.15. The company has a current ratio of 0.67, a quick ratio of 0.61 and a debt-to-equity ratio of 0.31.

Walt Disney (NYSE:DIS) last announced its quarterly earnings data 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. The company had revenue of $25.98 billion during the quarter, compared to analysts’ expectations of $25.54 billion. Walt Disney had a net margin of 12.80% and a return on equity of 8.90%. Walt Disney’s revenue was up 5.2% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.40 EPS. On average, sell-side analysts forecast that The Walt Disney Company will post 5.47 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several research analysts recently weighed in on DIS shares. Barclays restated an “overweight” rating on shares of Walt Disney in a research report on Monday, February 2nd. Guggenheim reiterated a “buy” rating and set a $140.00 price objective on shares of Walt Disney in a research note on Tuesday, February 3rd. Phillip Securities raised Walt Disney to a “moderate buy” rating in a report on Monday, January 12th. The Goldman Sachs Group restated a “buy” rating and issued a $151.00 target price on shares of Walt Disney in a research report on Monday, February 2nd. Finally, Wells Fargo & Company lowered their price target on Walt Disney from $152.00 to $150.00 and set an “overweight” rating on the stock in a research note on Tuesday, February 3rd. Seventeen 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. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $135.80.

Walt Disney News Summary

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

• Positive Sentiment: Disney says its streaming business has moved past breakeven and ESPN closed a broad NFL deal that includes distribution and an equity stake for the league, improving the company’s profit mix and long‑term revenue outlook. Disney’s Streaming Profit Turn and ESPN NFL Deal Reframe Investment Case
• Positive Sentiment: Disney and NVIDIA unveiled a real‑world, AI/robotics “Olaf” demonstrator at GTC — a visible example of Disney leveraging advanced tech for IP experiences (parks, live events, merchandising/licensing). This underscores innovation that could drive premium guest experiences and new revenue streams. Jensen Huang Calls Robotics A ‘$50 Trillion Industry’ As Nvidia And Disney Bring ‘Frozen’ Character ‘Olaf’ To Life At GTC 2026
• Positive Sentiment: Disney moved the Disney Games & Epic Games partnership into the Entertainment org under Dana Walden, signaling tighter alignment of games, streaming and IP strategy (could accelerate monetization of gaming/digital experiences). Disney Games & Epic Games Partnership Officially Move to Entertainment from Experiences Under Walden Leadership
• Positive Sentiment: Walt Disney is refreshing park offerings (classic ride reopening) and continues heavy parks investment — parks remain a cash engine and benefit from leadership with deep parks experience. Disney World Reopening Classic Ride After Major Overhaul
• Neutral Sentiment: Dana Walden unveiled a consolidated Disney Entertainment leadership structure (streaming, film, TV, games) — organizational clarity can help execution but market impact depends on execution and timeline. Dana Walden Sets Leadership Team at Disney Entertainment
• Neutral Sentiment: Analyst and media coverage (Zacks, Motley Fool, Seeking Alpha) is spotlighting Disney as a watchlist name — keep an eye on valuation metrics and forward EPS estimates in those writeups. The Walt Disney Company (DIS) is Attracting Investor Attention
• Negative Sentiment: Bob Iger’s second run as CEO has ended and Josh D’Amaro is taking over — leadership transitions introduce short‑term uncertainty as investors reassess strategy, given Iger’s strong influence on value creation. Josh D’Amaro takes over for Bob Iger as CEO of Disney
• Negative Sentiment: Legal noise: a former Star Wars games executive filed suit alleging media misconduct — reputational/legal distractions can draw attention but are unlikely to be material unless escalated. Disney chief behind Star Wars games drops explosive suit against media giant

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.