CSM Advisors LLC Cuts Stock Position in The Walt Disney Company $DIS

CSM Advisors LLC trimmed its position in shares of The Walt Disney Company (NYSE:DIS) by 66.3% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 27,399 shares of the entertainment giant’s stock after selling 53,943 shares during the period. CSM Advisors LLC’s holdings in Walt Disney were worth $3,138,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Varma Mutual Pension Insurance Co boosted its position in 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 period. Sterling Investment Counsel LLC increased its position 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 valued at $1,556,000 after acquiring an additional 7,695 shares during the period. SVB Wealth LLC purchased a new position in shares of Walt Disney in the second quarter valued at about $1,352,000. Baron Silver Stevens Financial Advisors LLC raised its stake in shares of Walt Disney by 244.6% during 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 during the last quarter. Finally, Rakuten Investment Management Inc. purchased a new stake in shares of Walt Disney during the third quarter worth about $21,177,000. Institutional investors own 65.71% of the company’s stock.

Analyst Ratings Changes

A number of brokerages recently issued reports on DIS. Morgan Stanley started coverage on Walt Disney in a report on Tuesday, February 3rd. They set an “overweight” rating and a $135.00 price target on the stock. Jefferies Financial Group reduced their target price on Walt Disney from $136.00 to $132.00 and set a “buy” rating on the stock in a research note on Tuesday, February 3rd. Barclays restated an “overweight” rating on shares of Walt Disney in a report on Monday, February 2nd. Phillip Securities raised Walt Disney to a “moderate buy” rating in a research note on Monday, January 12th. Finally, Needham & Company LLC reiterated a “buy” rating and issued a $125.00 price target on shares of Walt Disney in a report on Monday, February 2nd. Seventeen investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $135.80.

Walt Disney Price Performance

Shares of NYSE:DIS opened at $98.55 on Tuesday. The business has a fifty day moving average price of $107.44 and a 200-day moving average price of $110.15. The company has a debt-to-equity ratio of 0.31, a current ratio of 0.67 and a quick ratio of 0.61. The company has a market capitalization of $174.58 billion, a PE ratio of 14.49, a PEG ratio of 1.35 and a beta of 1.42. The Walt Disney Company has a 1-year low of $80.10 and a 1-year high of $124.69.

Walt Disney (NYSE:DIS) last announced its quarterly earnings data on Monday, February 2nd. The entertainment giant reported $1.63 EPS for the quarter, beating the consensus estimate of $1.57 by $0.06. The company had revenue of $25.98 billion for the quarter, compared to the consensus estimate 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 for the quarter was up 5.2% on a year-over-year basis. During the same period in the prior year, the firm posted $1.40 EPS. As a group, equities analysts expect that The Walt Disney Company will post 5.47 EPS for the current fiscal year.

Key Headlines Impacting Walt Disney

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

• Positive Sentiment: Streaming profitability and major ESPN/NFL deal improve the earnings mix — Disney says its streaming business has moved past breakeven and is contributing operating income; the company also finalized a broad NFL partnership for ESPN (distribution rights plus an equity stake), which boosts ESPN monetization and subscriber value. This materially reframes Disney’s cash-flow profile away from parks-only sensitivity. Disney’s Streaming Profit Turn and ESPN NFL Deal Reframe Investment Case
• Positive Sentiment: Senior creative and TV leadership moves aim to speed execution — Dana Walden, incoming president & chief creative officer, announced a unified Disney Entertainment leadership team uniting streaming, film, TV and games, which could improve cross-platform IP monetization and reduce overlap. Consolidation under experienced executives is being marketed as a profitability and content-focus move. The Walt Disney Company Sets Leadership Team for Expanded Disney Entertainment Segment
• Positive Sentiment: Debra O’Connell tapped to run Disney Entertainment Television — O’Connell will oversee ABC Entertainment, Disney Branded Television, Hulu Originals and National Geographic content, signaling experienced operational oversight for high-margin TV/streaming franchises. Disney names Debra OConnell as chairman of Disney Entertainment Television
• Positive Sentiment: Technology/IP innovation with Nvidia on robotics/AI — Disney and Nvidia showcased an advanced Olaf droid that highlights Disney’s push to commercialize characters via robotics, AI and experiential products (potential new merchandising/park experiences). While early, the tie-up signals tech-forward IP monetization. Disney and Nvidia Combine on Robotics and AI to Bring Olaf Droid to Life
• Neutral Sentiment: Parks/experiences updates remain steady — Disney World is reopening a classic ride after a major overhaul and park marketing (e.g., new Disney Cruise Line ad) continues to drive demand; positive for attendance but incremental to near-term earnings. Disney World Reopening Classic Ride After Major Overhaul
• Neutral Sentiment: Corporate communications and parks leadership tweaks — Disney named Paul Roeder as chief communications officer and announced theme-park leadership changes; important for messaging and operations but not an immediate financial game-changer. Disney Names Paul Roeder as New Chief Communications Officer
• Negative Sentiment: Legal/PR noise from a complaint by a games executive — A public lawsuit from a senior games exec alleging misconduct and media smear creates reputational risk and potential distraction for the games division; unlikely to be materially earnings‑moving alone but a negative headline. 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.