Dakota Wealth Management Has $11.86 Million Position in The Walt Disney Company $DIS

Dakota Wealth Management increased its stake in shares of The Walt Disney Company (NYSE:DIS) by 11.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 104,201 shares of the entertainment giant’s stock after acquiring an additional 10,546 shares during the quarter. Dakota Wealth Management’s holdings in Walt Disney were worth $11,857,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Brighton Jones LLC boosted its position in shares of Walt Disney by 7.7% during the 4th quarter. Brighton Jones LLC now owns 26,767 shares of the entertainment giant’s stock worth $2,980,000 after purchasing an additional 1,904 shares in the last quarter. Sivia Capital Partners LLC increased its position in Walt Disney by 31.9% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,470 shares of the entertainment giant’s stock valued at $678,000 after buying an additional 1,322 shares in the last quarter. Schnieders Capital Management LLC. raised its stake in Walt Disney by 16.2% during the 2nd quarter. Schnieders Capital Management LLC. now owns 17,955 shares of the entertainment giant’s stock worth $2,227,000 after buying an additional 2,503 shares during the period. Richmond Investment Services LLC acquired a new position in Walt Disney during the 2nd quarter worth approximately $292,000. Finally, Northwest & Ethical Investments L.P. boosted its holdings in Walt Disney by 7.0% in the second quarter. Northwest & Ethical Investments L.P. now owns 63,220 shares of the entertainment giant’s stock worth $7,824,000 after acquiring an additional 4,139 shares in the last quarter. 65.71% of the stock is currently owned by institutional investors and hedge funds.

Walt Disney Stock Performance

Shares of Walt Disney stock opened at $94.75 on Friday. The Walt Disney Company has a 52 week low of $80.10 and a 52 week high of $124.69. 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 business has a 50 day moving average price of $104.90 and a 200-day moving average price of $109.14. The company has a market cap of $167.86 billion, a PE ratio of 13.93, a price-to-earnings-growth ratio of 1.30 and a beta of 1.42.

Walt Disney (NYSE:DIS) last announced its 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 company had revenue of $25.98 billion for the quarter, compared to analysts’ expectations of $25.54 billion. During the same quarter in the previous year, the firm earned $1.40 earnings per share. Walt Disney’s quarterly revenue was up 5.2% on a year-over-year basis. Equities analysts anticipate that The Walt Disney Company will post 5.47 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on the company. Morgan Stanley assumed coverage on Walt Disney in a report on Tuesday, February 3rd. They set an “overweight” rating and a $135.00 price objective for the company. The Goldman Sachs Group reiterated a “buy” rating and issued a $151.00 target price on shares of Walt Disney in a report on Monday, February 2nd. UBS Group reissued a “mixed” rating on shares of Walt Disney in a research report on Monday, February 2nd. Citigroup decreased their price target on shares of Walt Disney from $145.00 to $140.00 and set a “buy” rating for the company in a research note on Friday, January 16th. Finally, TD Cowen restated a “hold” rating and set a $123.00 price objective on shares of Walt Disney in a report on Tuesday, February 3rd. Seventeen research 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. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $134.13.

Key Headlines Impacting Walt Disney

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

• Positive Sentiment: Analyst support: Needham/Laura Martin reiterated a Buy rating, arguing exiting the OpenAI tie-up protects IP and capital flexibility — a bullish view that may limit downside and supports longer-term upside. TipRanks – Needham Buy Rating
• Positive Sentiment: Core business tailwinds: parks and consumer products remain active (sell-outs on Lightning Lane, seasonal promotions, new merchandise), which help near-term revenue and cash generation. Lightning Lane Sell Outs Continue
• Neutral Sentiment: D23 / branding momentum: Disney announced 2026 Disney Legends honorees (Bob Iger, Dwayne Johnson, Anne Hathaway, Jonas Brothers) and D23 details — positive PR and fan engagement but limited immediate financial impact. Deadline – Disney Legends
• Neutral Sentiment: Theme-park pipeline activity: permit filings for an Encanto attraction at Animal Kingdom and park retail/offer promos show ongoing capex and guest demand focus — helps medium-term moat but adds near-term spend. WDWMagic – Encanto Permit
• Negative Sentiment: Major tech setback: OpenAI shut down its Sora video app and ended the partnership that underpinned a large AI content plan with Disney — a blow to Disney’s AI-driven content and licensing strategy and a catalyst for stock weakness. Yahoo Finance – Disney Cancels OpenAI Deal
• Negative Sentiment: Exposure to gaming partner disruption: Epic Games’ layoffs and Fortnite engagement problems threaten the economics of Disney’s reported ~$1.5B shared digital-universe initiative, prompting management review of capital commitments. Yahoo – Disney CEO Faces Tech Crisis
• Negative Sentiment: Leadership noise: new CEO Josh D’Amaro’s first week has been dominated by these tech reversals, increasing near-term execution risk as strategy and capital allocation are reassessed. Bloomberg – CEO’s First Week Marred

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.