Gotham Asset Management LLC Has $46.99 Million Stock Position in The Walt Disney Company $DIS

Gotham Asset Management LLC increased its position in shares of The Walt Disney Company (NYSE:DIS) by 18.2% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 410,402 shares of the entertainment giant’s stock after acquiring an additional 63,218 shares during the quarter. Gotham Asset Management LLC’s holdings in Walt Disney were worth $46,991,000 as of its most recent SEC filing.

Other hedge funds have also made changes to their positions in the company. Copeland Capital Management LLC acquired a new position in Walt Disney in the 3rd quarter worth approximately $25,000. Strengthening Families & Communities LLC acquired a new stake in Walt Disney during the 3rd quarter valued at $29,000. Pilgrim Partners Asia Pte Ltd purchased a new stake in shares of Walt Disney in the third quarter valued at $33,000. Bare Financial Services Inc lifted its holdings in shares of 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. acquired a new stake in shares of Walt Disney in the second quarter worth $37,000. Hedge funds and other institutional investors own 65.71% of the company’s stock.

Key Headlines Impacting Walt Disney

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 Stock Down 0.1%

Shares of DIS stock opened at $99.29 on Monday. The stock’s 50 day simple moving average is $107.75 and its 200 day simple moving average is $110.29. The Walt Disney Company has a twelve month low of $80.10 and a twelve month high of $124.69. 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 price-to-earnings ratio of 14.60, a PEG ratio of 1.35 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, topping analysts’ consensus estimates 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 during the quarter, compared to analysts’ expectations of $25.54 billion. During the same quarter in the prior year, the business earned $1.40 earnings per share. The company’s revenue was up 5.2% on a year-over-year basis. As a group, research analysts predict that The Walt Disney Company will post 5.47 EPS for the current year.

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on DIS. UBS Group reiterated a “mixed” rating on shares of Walt Disney in a report on Monday, February 2nd. Morgan Stanley assumed coverage on Walt Disney in a research note on Tuesday, February 3rd. They issued an “overweight” rating and a $135.00 price objective for the company. Wells Fargo & Company decreased their price objective on Walt Disney from $152.00 to $150.00 and set an “overweight” rating for the company in a research report on Tuesday, February 3rd. 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 note on Friday, January 16th. Finally, Needham & Company LLC reissued a “buy” rating and issued a $125.00 price target on shares of Walt Disney in a research report on Monday, February 2nd. Seventeen analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $135.80.

About Walt Disney

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.