Walt Disney (DIS)

• Market cap: $203B
• 1 day: 0.59%
• 5 days: -0.86%
• 1 month: -1.95%
• 3 months: 19.50%
• 6 months: 10.01%
• Year to date: 23.50%
• 1 year: 22.75%
• 5 years: -23.73%
• 10 years: 18.93%
• Sector: Consumer Discretionary
• Industry: Miscellaneous Amusement & Recreation

About: Disney operates in three global business segments: entertainment, sports, and experiences. Entertainment and experiences both benefit from the firm's ownership of iconic franchises and characters. Entertainment includes the ABC broadcast network, several cable television networks, and the Disney+ and Hulu streaming services. Within the segment, Disney also engages in movie and television production and distribution, with content licensed to movie theaters, other content providers, or, increasingly, kept in-house for use on Disney's own streaming platform and television networks. The sports segment houses ESPN and the ESPN+ streaming service. Experiences contains Disney's theme parks and vacation destinations, and also benefits from merchandise licensing.

Employees: 233,000

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

2.6% less ownership

Funds ownership: 70.15% [Q2] → 67.55% (-2.6%) [Q3]

3% less funds holding

Funds holding: 2,963 [Q2] → 2,861 (-102) [Q3]

9% less capital invested

Capital invested by funds: $130B [Q2] → $117B (-$12.2B) [Q3]

14% less call options, than puts

Call options by funds: $3.94B | Put options by funds: $4.6B

24% less funds holding in top 10

Funds holding in top 10: 51 [Q2] → 39 (-12) [Q3]

28% less repeat investments, than reductions

Existing positions increased: 1,018 | Existing positions reduced: 1,421

40% less first-time investments, than exits

New positions opened: 152 | Existing positions closed: 254

Research analyst outlook

15 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $95 15% downside
• Avg. target: $124 11% upside
• High target: $140 25% upside

15 analyst ratings

• positive: 11 73%
• neutral: 4 27%
• negative: 0 0%

Rosenblatt Barton Crockett 73% 1-year accuracy 41 / 56 met price target	21% upside $135	Buy Maintained	16 Dec 2024
Jefferies James Heaney 67% 1-year accuracy 6 / 9 met price target	7% upside $120	Hold Initiated	4 Dec 2024
Needham Laura Martin 77% 1-year accuracy 252 / 329 met price target	16% upside $130	Buy Reiterated	20 Nov 2024
Evercore ISI Group Vijay Jayant 69% 1-year accuracy 11 / 16 met price target	20% upside $134	Outperform Maintained	18 Nov 2024
Guggenheim Michael Morris 71% 1-year accuracy 17 / 24 met price target	16% upside $130	Buy Maintained	15 Nov 2024