Walt Disney (NYSE:DIS – Get Free Report) had its target price increased by research analysts at Barclays from $110.00 to $115.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The firm presently has an “overweight” rating on the entertainment giant’s stock. Barclays‘s price objective indicates a potential upside of 11.13% from the stock’s current price.
Other research analysts have also recently issued reports about the company. UBS Group reduced their price objective on Walt Disney from $138.00 to $133.00 and set a “buy” rating for the company in a research note on Monday, July 20th. Raymond James Financial reduced their target price on shares of Walt Disney from $119.00 to $111.00 and set an “outperform” rating for the company in a report on Thursday, July 2nd. Wolfe Research set a $131.00 price target on Walt Disney in a research report on Tuesday, June 30th. Needham & Company LLC reissued a “buy” rating and issued a $125.00 price objective on shares of Walt Disney in a report on Friday, June 12th. Finally, Rosenblatt Securities reaffirmed a “buy” rating and set a $126.00 target price on shares of Walt Disney in a report on Thursday. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Walt Disney has a consensus rating of “Moderate Buy” and an average target price of $127.88.
Get Our Latest Analysis on DIS
Walt Disney Trading Up 1.7%
Walt Disney (NYSE:DIS – Get Free Report) last announced its quarterly earnings results on Wednesday, August 5th. The entertainment giant reported $2.06 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.86 by $0.20. Walt Disney had a return on equity of 8.92% and a net margin of 11.54%.The business had revenue of $25.25 billion for the quarter, compared to the consensus estimate of $25.39 billion. During the same period last year, the business posted $1.61 EPS. The business’s revenue was up 6.8% compared to the same quarter last year. Walt Disney has set its FY 2026 guidance at 6.642-6.642 EPS. On average, sell-side analysts predict that Walt Disney will post 6.83 EPS for the current year.
Institutional Trading of Walt Disney
Several institutional investors have recently modified their holdings of DIS. J. Stern & Co. LLP raised its position in shares of Walt Disney by 9,060.1% during the 4th quarter. J. Stern & Co. LLP now owns 38,135,363 shares of the entertainment giant’s stock worth $4,338,660,000 after purchasing an additional 37,719,041 shares during the last quarter. Norges Bank acquired a new position in shares of Walt Disney in the 4th quarter valued at $2,388,278,000. Viking Global Investors LP acquired a new stake in shares of Walt Disney during the 2nd quarter worth about $725,219,000. Price T Rowe Associates Inc. MD lifted its position in Walt Disney by 62.5% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 13,876,878 shares of the entertainment giant’s stock valued at $1,578,773,000 after buying an additional 5,334,866 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership boosted its stake in Walt Disney by 37.8% during the fourth quarter. Arrowstreet Capital Limited Partnership now owns 12,569,185 shares of the entertainment giant’s stock worth $1,429,996,000 after buying an additional 3,450,198 shares during the period. Institutional investors and hedge funds own 65.71% of the company’s stock.
Walt Disney News Roundup
Here are the key news stories impacting Walt Disney this week:
- Positive Sentiment: Disney reported adjusted EPS of $2.06, well above the $1.86 consensus estimate and up from $1.61 a year earlier. Revenue rose 6.8% to $25.25 billion, narrowly below the $25.39 billion forecast, while segment operating income increased 21%. Disney quarterly earnings
- Positive Sentiment: “Toy Story 5” generated more than $1 billion in box-office revenue and boosted streaming usage, consumer-product sales, theaters and theme-park demand, highlighting Disney’s ability to monetize franchises across multiple businesses. Disney stock and Toy Story 5
- Positive Sentiment: The Experiences segment produced record quarterly revenue of nearly $10 billion, up 10%, supported by stronger U.S. park attendance and guest spending. Streaming operating profit also more than doubled to approximately $712 million. Disney parks revenue
- Positive Sentiment: Disney reaffirmed its double-digit earnings-growth outlook and plans for roughly $9 billion in share repurchases. It also sold its A+E Global Media stake to Hearst for $1.2 billion, providing cash while sharpening its focus on streaming, ESPN and core franchises. Disney A+E sale
- Positive Sentiment: Rosenblatt reaffirmed a Buy rating with a $126 target, while Needham maintained Buy with a $125 target. Management is also exploring a free, ad-supported streaming tier and plans to make Disney+ a broader fan ecosystem incorporating games, merchandise and interactive content. Needham Disney rating
- Neutral Sentiment: A new TikTok partnership will bring creator-made Disney content to TikTok and Disney+, potentially increasing engagement and franchise discovery, although its financial contribution is not yet quantifiable. Disney TikTok partnership
- Negative Sentiment: The revenue miss and company FY2026 EPS guidance of $6.642 below the roughly $6.83 analyst consensus could limit the rally. International tourism remains soft, and recent underperforming releases such as “The Mandalorian and Grogu” add ongoing box-office risk.
Walt Disney Company Profile
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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