First Eagle Investment Management LLC Buys 16,924 Shares of The Walt Disney Company $DIS

Posted by Stanley Muller on May 12th, 2026

First Eagle Investment Management LLC increased its stake in The Walt Disney Company (NYSE:DIS – Free Report) by 0.5% during the 4th quarter, Holdings Channel reports. The firm owned 3,443,391 shares of the entertainment giant’s stock after purchasing an additional 16,924 shares during the quarter. First Eagle Investment Management LLC’s holdings in Walt Disney were worth $391,755,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Varma Mutual Pension Insurance Co increased its position in shares of Walt Disney by 8.8% in the third quarter. Varma Mutual Pension Insurance Co now owns 284,894 shares of the entertainment giant’s stock worth $32,620,000 after purchasing an additional 23,100 shares during the last quarter. Baron Silver Stevens Financial Advisors LLC increased its position in shares of Walt Disney by 244.6% in the third quarter. Baron Silver Stevens Financial Advisors LLC now owns 10,365 shares of the entertainment giant’s stock worth $1,187,000 after purchasing an additional 7,357 shares during the last quarter. Rakuten Investment Management Inc. bought a new position in shares of Walt Disney in the third quarter worth approximately $21,177,000. Cullen Capital Management LLC increased its position in shares of Walt Disney by 18.2% in the third quarter. Cullen Capital Management LLC now owns 38,973 shares of the entertainment giant’s stock worth $4,462,000 after purchasing an additional 5,991 shares during the last quarter. Finally, UMB Bank n.a. increased its position in shares of Walt Disney by 119.8% in the third quarter. UMB Bank n.a. now owns 147,521 shares of the entertainment giant’s stock worth $16,891,000 after purchasing an additional 80,395 shares during the last quarter. 65.71% of the stock is currently owned by institutional investors.

Walt Disney Stock Down 3.3%

Shares of Walt Disney stock opened at $104.48 on Tuesday. The company has a debt-to-equity ratio of 0.33, a quick ratio of 0.62 and a current ratio of 0.68. The Walt Disney Company has a 52-week low of $92.18 and a 52-week high of $124.69. The stock has a market capitalization of $181.44 billion, a price-to-earnings ratio of 16.69, a P/E/G ratio of 1.42 and a beta of 1.41. The company’s 50 day moving average price is $100.91 and its 200-day moving average price is $106.53.

Walt Disney (NYSE:DIS – Get Free Report) last issued its earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.49 by $0.08. Walt Disney had a net margin of 11.54% and a return on equity of 8.92%. The firm had revenue of $25.17 billion for the quarter, compared to analysts’ expectations of $24.87 billion. During the same quarter last year, the business earned $1.45 earnings per share. The business’s revenue was up 6.5% on a year-over-year basis. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. Equities research analysts forecast that The Walt Disney Company will post 6.82 EPS for the current year.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on DIS. Weiss Ratings upgraded shares of Walt Disney from a “hold (c)” rating to a “hold (c+)” rating in a research report on Wednesday, April 29th. The Goldman Sachs Group reiterated a “buy” rating and set a $151.00 price target on shares of Walt Disney in a research report on Monday, February 2nd. JPMorgan Chase & Co. lifted their price target on shares of Walt Disney from $138.00 to $139.00 and gave the stock an “overweight” rating in a research note on Thursday, May 7th. Morgan Stanley initiated coverage on shares of Walt Disney in a report on Tuesday, February 3rd. They issued an “overweight” rating and a $135.00 price objective for the company. Finally, TD Cowen reaffirmed a “hold” rating and issued a $123.00 price objective on shares of Walt Disney in a research note on Tuesday, February 3rd. Seventeen equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $134.47.

Read Our Latest Stock Report on Walt Disney

Key Stories Impacting Walt Disney

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

Positive Sentiment: Analysts and market commentators remain upbeat on Disney after its latest earnings report, citing improving streaming margins, a raised buyback, and continued upside potential for the shares. Price Prediction: We’re Bullish on Disney as Streaming Surges
Positive Sentiment: Disney is also drawing attention from investors because its stock has been heavily searched, suggesting the post-earnings story is still very much in focus. Investors Heavily Search The Walt Disney Company (DIS): Here is What You Need to Know
Positive Sentiment: Disney’s free-speech dispute picked up support from an FCC commissioner, which could help the company’s legal and political position as it fights federal scrutiny over its ABC stations. FCC commissioner joins Disney’s free-speech fight
Neutral Sentiment: Coverage around Disney’s theme-park design spending highlights the scale of its long-term investment in the parks business, but the article is more informational than market-moving. Disney Reveals Blockbuster Cost Of Designing Its Theme Parks
Negative Sentiment: Disney faced another operating headache after a cruise sailing was canceled after boarding because of technical issues, leaving passengers frustrated and raising questions about execution in the Experiences segment. Disney cruise canceled after boarding leaves passengers waiting hours questioning response
Negative Sentiment: Separate reports on the canceled cruise and Disney’s regulatory fight may keep pressure on the stock by reminding investors of near-term execution and legal risks. FCC Commissioner Tells Disney That Agency Is on Campaign to Censor It

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.