Old North State Trust LLC purchased a new position in The Walt Disney Company (NYSE:DIS – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 4,729 shares of the entertainment giant’s stock, valued at approximately $455,000.
A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Advisors Management Group Inc. ADV boosted its stake in Walt Disney by 4.6% in the 1st quarter. Advisors Management Group Inc. ADV now owns 2,266 shares of the entertainment giant’s stock valued at $218,000 after buying an additional 100 shares in the last quarter. Providence Wealth Advisors LLC grew its position in Walt Disney by 1.1% in the first quarter. Providence Wealth Advisors LLC now owns 9,192 shares of the entertainment giant’s stock valued at $888,000 after acquiring an additional 100 shares during the period. Guardian Partners Inc. raised its stake in Walt Disney by 0.3% during the first quarter. Guardian Partners Inc. now owns 32,991 shares of the entertainment giant’s stock worth $3,188,000 after acquiring an additional 101 shares in the last quarter. Convergence Financial LLC lifted its holdings in shares of Walt Disney by 3.3% during the fourth quarter. Convergence Financial LLC now owns 3,211 shares of the entertainment giant’s stock valued at $365,000 after acquiring an additional 102 shares during the period. Finally, Keebeck Wealth Management boosted its stake in shares of Walt Disney by 3.8% in the 3rd quarter. Keebeck Wealth Management now owns 2,808 shares of the entertainment giant’s stock valued at $322,000 after purchasing an additional 102 shares in the last quarter. Institutional investors own 65.71% of the company’s stock.
Key Headlines Impacting Walt Disney
Here are the key news stories impacting Walt Disney this week:
- Positive Sentiment: Disney’s Experiences segment generated approximately $3 billion in quarterly operating profit, with theme parks and cruise lines offsetting mixed performance elsewhere. The results support the view that parks, resorts, and cruises are key earnings drivers. Disney’s Experiences Generated $3 Billion in One Quarter
- Positive Sentiment: Disney announced a new Lakeshore Lodge near the Magic Kingdom, scheduled to open in July 2027. The resort’s room offerings and early cash-booking program for Disney Vacation Club members could expand high-margin lodging revenue and strengthen the company’s vacation ecosystem. Disney’s Lakeshore Lodge Reveals Rooms
- Positive Sentiment: Disney Cruise Line announced fall 2027 and spring 2028 sailings, including a new Disney Adventure port of call, providing additional evidence of continued investment in its growing cruise business. Disney Cruise Line Sailings Announced
- Positive Sentiment: Disney and the NFL are launching a merchandise collaboration, creating another licensing and consumer-products opportunity. Disney and NFL Partner for Apparel Collaboration
- Neutral Sentiment: CFO Hugh Johnston will participate in Goldman Sachs’ Communacopia + Technology Conference on September 9. Investors may look for commentary on streaming, parks demand, margins, and financial targets, but no new guidance was provided. Disney to Participate in Goldman Sachs Conference
- Negative Sentiment: Reports concerning a former actress’s lawsuit against Disney and a prior confidential settlement involving another party add legal and reputational noise, although the reported settlement could limit potential exposure. Raquel Lee Settlement Report
Analyst Ratings Changes
Check Out Our Latest Stock Analysis on Walt Disney
Walt Disney Price Performance
Walt Disney stock opened at $106.80 on Friday. The business’s 50-day simple moving average is $100.55 and its 200 day simple moving average is $101.53. The company has a quick ratio of 0.65, a current ratio of 0.71 and a debt-to-equity ratio of 0.32. The stock has a market cap of $184.40 billion, a price-to-earnings ratio of 22.02, a P/E/G ratio of 1.29 and a beta of 1.39. The Walt Disney Company has a 12-month low of $92.18 and a 12-month high of $119.78.
Walt Disney (NYSE:DIS – Get Free Report) last announced its quarterly earnings data on Wednesday, August 5th. The entertainment giant reported $2.06 earnings per share for the quarter, topping the consensus estimate of $1.86 by $0.20. Walt Disney had a return on equity of 9.90% and a net margin of 8.70%.The firm had revenue of $25.25 billion during the quarter, compared to analysts’ expectations of $25.39 billion. During the same period in the previous year, the business posted $1.61 EPS. The company’s quarterly 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. As a group, research analysts anticipate that The Walt Disney Company will post 6.9 earnings per share for the current year.
Insider Activity at Walt Disney
In other Walt Disney news, EVP Paul M. Roeder sold 3,596 shares of Walt Disney stock in a transaction on Wednesday, August 19th. The shares were sold at an average price of $106.32, for a total transaction of $382,326.72. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Brent Woodford sold 7,238 shares of the company’s stock in a transaction on Friday, August 14th. The shares were sold at an average price of $105.31, for a total transaction of $762,233.78. Following the sale, the executive vice president owned 62,323 shares of the company’s stock, valued at $6,563,235.13. The trade was a 10.41% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.17% of the company’s stock.
Walt Disney 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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