Lincluden Management Ltd. Reduces Stock Holdings in The Walt Disney Company $DIS

Lincluden Management Ltd. reduced its holdings in shares of The Walt Disney Company (NYSE:DIS) by 22.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 29,947 shares of the entertainment giant’s stock after selling 8,874 shares during the period. Lincluden Management Ltd.’s holdings in Walt Disney were worth $3,429,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in DIS. Varma Mutual Pension Insurance Co lifted its stake in shares of Walt Disney by 8.8% during the third quarter. Varma Mutual Pension Insurance Co now owns 284,894 shares of the entertainment giant’s stock worth $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 3rd 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 acquired a new position in shares of Walt Disney in the 2nd quarter valued at $1,352,000. Baron Silver Stevens Financial Advisors LLC raised its stake in Walt Disney by 244.6% in the 3rd quarter. Baron Silver Stevens Financial Advisors LLC now owns 10,365 shares of the entertainment giant’s stock worth $1,187,000 after acquiring an additional 7,357 shares during the last quarter. Finally, Rakuten Investment Management Inc. purchased a new position in Walt Disney in the 3rd quarter worth $21,177,000. 65.71% of the stock is currently owned by hedge funds and other institutional investors.

Walt Disney News Summary

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

Analysts Set New Price Targets

Several analysts have weighed in on DIS shares. Weiss Ratings downgraded Walt Disney from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday, February 3rd. Jefferies Financial Group reduced their price objective on Walt Disney from $136.00 to $132.00 and set a “buy” rating for the company 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. Citigroup dropped their target price on 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, UBS Group reiterated a “mixed” rating on shares of Walt Disney in a report on Monday, February 2nd. Seventeen analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $135.80.

Walt Disney Stock Down 0.7%

Shares of DIS opened at $98.55 on Tuesday. The company has a market capitalization of $174.58 billion, a price-to-earnings ratio of 14.49, a PEG ratio of 1.35 and a beta of 1.42. The Walt Disney Company has a 52 week low of $80.10 and a 52 week high of $124.69. The stock’s 50-day moving average price is $107.44 and its 200-day moving average price is $110.15. The company has a quick ratio of 0.61, a current ratio of 0.67 and a debt-to-equity ratio of 0.31.

Walt Disney (NYSE:DIS) last announced its quarterly earnings results on Monday, February 2nd. The entertainment giant reported $1.63 earnings per share 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 during the quarter, compared to analysts’ expectations of $25.54 billion. During the same period last year, the business earned $1.40 earnings per share. Walt Disney’s quarterly revenue was up 5.2% on a year-over-year basis. On average, sell-side analysts predict that The Walt Disney Company will post 5.47 EPS for the current year.

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.