The Walt Disney Company $DIS Shares Bought by Lincluden Management Ltd.

by · The Cerbat Gem

Lincluden Management Ltd. boosted its position in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 26.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 37,955 shares of the entertainment giant’s stock after buying an additional 8,008 shares during the period. Lincluden Management Ltd.’s holdings in Walt Disney were worth $3,986,000 as of its most recent SEC filing.

Several other institutional investors also recently added to or reduced their stakes in DIS. Copeland Capital Management LLC acquired a new position in Walt Disney during the third quarter worth approximately $25,000. Strengthening Families & Communities LLC acquired a new position in Walt Disney during the third quarter worth approximately $29,000. JPL Wealth Management LLC acquired a new position in Walt Disney during the third quarter worth approximately $30,000. Pilgrim Partners Asia Pte Ltd acquired a new position in Walt Disney during the third quarter worth approximately $33,000. Finally, Bare Financial Services Inc increased its position in Walt Disney by 48.5% during the third quarter. Bare Financial Services Inc now owns 291 shares of the entertainment giant’s stock worth $33,000 after buying an additional 95 shares during the period. Institutional investors and hedge funds own 65.71% of the company’s stock.

Key Stories Impacting Walt Disney

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

  • Positive Sentiment: Corporate goodwill and park/charity initiatives continue to support brand and consumer demand: Disney launched its annual “Week of Wishes” with Make‑A‑Wish and remains active on parks experience upgrades, which help near‑term revenue and PR. Disney and Make-A-Wish Team Up to Grant Life-changing Wishes
  • Positive Sentiment: Strategic focus on parks and experience-driven investment seen as long‑term growth driver: coverage highlights Disney’s multibillion-dollar commitment to in‑person experiences that are harder to replicate by AI/streaming competitors. Disney’s $60 billion bet on the one thing AI can’t replace
  • Neutral Sentiment: Disney said it no longer plans to spin off ESPN — a mixed signal for investors: keeping ESPN retains steady cash flow but removes a potential catalyst for value unlocking via a spin‑off. Disney is no longer planning to spin off ESPN
  • Neutral Sentiment: Streaming organization changes after a senior data executive exit may improve operations but create short‑term disruption: management is reshuffling streaming data teams following the departure of Ajay Arora. Disney is shaking up its streaming data teams as a top exec leaves
  • Negative Sentiment: Regulatory risk escalated as the FCC initiated an early review of ABC broadcast licenses tied to Disney’s DEI policies — this is a material near‑term risk that could lead to fines, licensing complications, or protracted hearings. Investors see this as a catalyst for increased volatility. FCC begins review of Disney broadcast licenses years ahead of schedule
  • Negative Sentiment: Political pressure: President Trump and others publicly demanded ABC fire Jimmy Kimmel after a controversial monologue, intensifying scrutiny and tying content decisions to regulatory outcomes — a reputational and governance headwind. Trump Calls Kimmel Jokes ‘Despicable,’ Tells ABC to Fire Him
  • Negative Sentiment: Analyst and commentary pieces flag downside scenarios tied to regulation, content risk, and streaming competition — reminders that downside case investors are monitoring remains relevant. Here’s the Worst-Case Scenario for Disney Stock

Analyst Ratings Changes

Several research analysts have commented on DIS shares. The Goldman Sachs Group reaffirmed a “buy” rating and set a $151.00 price target on shares of Walt Disney in a research report on Monday, February 2nd. UBS Group reaffirmed a “mixed” rating on shares of Walt Disney in a research report on Monday, February 2nd. Phillip Securities raised Walt Disney to a “moderate buy” rating in a research report on Monday, January 12th. Morgan Stanley began coverage on Walt Disney in a report on Tuesday, February 3rd. They issued an “overweight” rating and a $135.00 target price on the stock. Finally, Guggenheim dropped their target price on Walt Disney from $140.00 to $115.00 and set a “buy” rating on the stock in a report on Wednesday, March 18th. Seventeen investment analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Walt Disney presently has a consensus rating of “Moderate Buy” and an average target price of $133.53.

Get Our Latest Report on Walt Disney

Walt Disney Trading Down 0.8%

Shares of DIS stock opened at $101.52 on Wednesday. The business’s fifty day moving average price is $101.01 and its 200 day moving average price is $106.85. The Walt Disney Company has a 1-year low of $88.56 and a 1-year high of $124.69. The firm has a market capitalization of $179.84 billion, a PE ratio of 14.93, a P/E/G ratio of 1.43 and a beta of 1.44. The company has a debt-to-equity ratio of 0.31, a current ratio of 0.67 and a quick ratio of 0.61.

Walt Disney (NYSE:DIS – Get Free Report) last announced its quarterly earnings data on Monday, February 2nd. The entertainment giant reported $1.63 earnings per share 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 for the quarter, compared to analyst estimates of $25.54 billion. During the same quarter in the prior year, the company posted $1.40 earnings per share. Walt Disney’s quarterly revenue was up 5.2% on a year-over-year basis. As a group, sell-side analysts forecast that The Walt Disney Company will post 6.61 EPS for the current fiscal year.

Walt Disney Profile

(Free Report)

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.

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