CIBC Private Wealth Group LLC Has $270.04 Million Stock Holdings in The Walt Disney Company $DIS

CIBC Private Wealth Group LLC trimmed its stake in shares of The Walt Disney Company (NYSE:DIS) by 1.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,358,419 shares of the entertainment giant’s stock after selling 25,595 shares during the quarter. CIBC Private Wealth Group LLC’s holdings in Walt Disney were worth $270,039,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Strategic Family Wealth Counselors L.L.C. raised 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 valued at $1,065,000 after acquiring an additional 87 shares during the period. Baltimore Washington Financial Advisors Inc. lifted its position 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 worth $863,000 after acquiring an additional 88 shares during the last quarter. Jim Saulnier & Associates LLC boosted its holdings in shares of Walt Disney by 3.1% during the third quarter. Jim Saulnier & Associates LLC now owns 2,995 shares of the entertainment giant’s stock worth $343,000 after acquiring an additional 90 shares during the period. 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 last quarter. 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 last quarter. 65.71% of the stock is currently owned by institutional investors and hedge funds.

Walt Disney Price Performance

Walt Disney stock opened at $100.38 on Wednesday. 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 Walt Disney Company has a 52 week low of $80.10 and a 52 week high of $124.69. The stock has a market capitalization of $177.83 billion, a P/E ratio of 14.76, a price-to-earnings-growth ratio of 1.34 and a beta of 1.42. The stock has a fifty day moving average of $107.16 and a 200-day moving average of $110.03.

Walt Disney (NYSE:DIS) last issued 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. 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 during the quarter, compared to the consensus estimate of $25.54 billion. During the same quarter in the prior year, the firm earned $1.40 EPS. The firm’s revenue was up 5.2% compared to the same quarter last year. On average, sell-side analysts expect that The Walt Disney Company will post 5.47 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several research analysts have weighed in on DIS shares. UBS Group reiterated a “mixed” rating on shares of Walt Disney in a research report on Monday, February 2nd. Morgan Stanley began coverage on shares of Walt Disney in a research report on Tuesday, February 3rd. They issued an “overweight” rating and a $135.00 target price for the company. Phillip Securities upgraded shares of Walt Disney to a “moderate buy” rating in a research note on Monday, January 12th. Citigroup lowered their price target on shares of Walt Disney from $145.00 to $140.00 and set a “buy” rating on the stock in a research report on Friday, January 16th. Finally, Needham & Company LLC reiterated a “buy” rating and issued a $125.00 price objective on shares of Walt Disney in a research note on Monday, February 2nd. Seventeen research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Walt Disney presently has a consensus rating of “Moderate Buy” and an average target price of $135.80.

Key Walt Disney News

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

• Positive Sentiment: Disney says its streaming business has passed breakeven and is now contributing operating income, and ESPN finalized a broad NFL partnership that reshapes distribution and revenue opportunity — evidence that the company’s restructuring and streaming turnaround are working. Disney’s Streaming Profit Turn and ESPN NFL Deal Reframe Investment Case
• Positive Sentiment: Dana Walden unveiled a consolidated Disney Entertainment leadership team that brings streaming, film, TV and games under coordinated oversight — a move investors may view as reducing fragmentation and improving creative/operational execution. Dana Walden Sets Leadership Team at Disney Entertainment
• Positive Sentiment: Disney highlighted advanced robotics/AI work with NVIDIA (the Olaf robot) — a PR/tech win that showcases IP monetization, park/experience differentiation and potential merchandising and experiential revenue. Tech partnerships strengthen Disney’s content-to-experience moat. Nvidia and Disney Bring ‘Olaf’ to Life at GTC 2026
• Positive Sentiment: Leadership continuity at the top: Josh D’Amaro formally takes over as CEO — his parks/experiences background aligns with Disney’s heavy capex plan for parks and could reassure investors focused on cash generation. Josh D’Amaro Takes Over for Bob Iger as CEO
• Neutral Sentiment: Some analysts point out DIS trades at a historically low multiple — this could be an opportunity if fundamentals keep improving, but also a value‑trap if macro/creative risks persist. Investors are weighing valuation against execution risk. Disney Stock Trading at Historically Low Multiple
• Neutral Sentiment: Market commentary notes the CEO transition is a focal point for investors — leadership changes can create short‑term volatility but also opportunity if new strategy sticks. How to Play 3 Major CEO Transitions in Early 2026
• Negative Sentiment: Reports of internal friction: a New York Post piece says longtime entertainment chief Alan Bergman is “miserable” reporting to Dana Walden — such high‑profile internal tension can spook investors worried about talent attrition and culture disruption. Top Disney exec ‘miserable’ over reporting to No. 2 Dana Walden
• Negative Sentiment: Analyses criticizing Iger’s second stint and highlighting past disappointment can weigh on sentiment as investors reassess management track record during transition. Disney’s Iger Is About to Step Down. How the Stock Can Rediscover Its Magic.
• Negative Sentiment: Legal/reputation noise: a former games executive filed suit alleging investigative reporting and other disputes — legal distractions can be a headwind if they escalate. Disney chief behind Star Wars games drops explosive suit

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.