ClearBridge Value Strategy initiated a position in Disney in Q1, citing positive potential

From Yahoo Finance: 2025-04-09 09:04:00

ClearBridge Investments released its “ClearBridge Value Strategy” investor letter for Q1 2025, underperforming its benchmark due to detractors in energy and financials. The strategy had overweight positions in energy and underweight in IT. The top five holdings were highlighted for potential insight into 2025 picks.

The Walt Disney Company (NYSE:DIS) was emphasized in the Q1 2025 investor letter for its entertainment, sports, and experiences segments. The stock had a one-month return of -17.25% and gained 30.27% over 52 weeks. On April 8, 2025, DIS closed at $81.72 per share with a market cap of $147.73 billion.

ClearBridge Value Strategy praised The Walt Disney Company (NYSE:DIS) in its Q1 2025 letter, noting a shift towards a more defensive position. The company’s focus on building out its streaming service was seen as positive for margins and earnings, with potential for significant upside compared to other streaming providers.

108 hedge fund portfolios held The Walt Disney Company (NYSE:DIS) at the end of Q4, up from 76 in Q3. While DIS has investment potential, AI stocks were favored for higher returns in a shorter timeframe. Consider exploring the report on the cheapest AI stock for promising investment opportunities.



Read more at Yahoo Finance: ClearBridge Value Strategy Initiated a Position in The Walt Disney Company (DIS) in Q1. Here’s Why