Summit Wealth Group LLC Co. Has $257,000 Holdings in The Walt Disney Company $DIS

Posted by Stanley Muller on May 15th, 2026

Summit Wealth Group LLC Co. lessened its stake in The Walt Disney Company (NYSE:DIS – Free Report) by 82.0% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 2,259 shares of the entertainment giant’s stock after selling 10,305 shares during the quarter. Summit Wealth Group LLC Co.’s holdings in Walt Disney were worth $257,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in DIS. Viking Global Investors LP acquired a new stake in shares of Walt Disney in the 2nd quarter valued at approximately $725,219,000. State Street Corp boosted its holdings in shares of Walt Disney by 3.0% in the 3rd quarter. State Street Corp now owns 82,019,749 shares of the entertainment giant’s stock valued at $9,391,261,000 after buying an additional 2,376,706 shares during the last quarter. PFA Pension Forsikringsaktieselskab acquired a new stake in shares of Walt Disney in the 4th quarter valued at approximately $156,904,000. Danske Bank A S acquired a new stake in shares of Walt Disney in the 3rd quarter valued at approximately $142,142,000. Finally, Vanguard Group Inc. boosted its holdings in shares of Walt Disney by 0.8% in the 4th quarter. Vanguard Group Inc. now owns 159,342,154 shares of the entertainment giant’s stock valued at $18,128,357,000 after buying an additional 1,220,207 shares during the last quarter. Institutional investors and hedge funds own 65.71% of the company’s stock.

Walt Disney Trading Up 0.4%

DIS stock opened at $105.35 on Friday. 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 company’s 50-day simple moving average is $100.96 and its 200 day simple moving average is $106.38. The Walt Disney Company has a 52 week low of $92.18 and a 52 week high of $124.69. The company has a market capitalization of $182.94 billion, a PE ratio of 16.83, a price-to-earnings-growth ratio of 1.38 and a beta of 1.41.

Walt Disney (NYSE:DIS – Get Free Report) last released its quarterly earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 EPS for the quarter, beating 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 business had revenue of $25.17 billion for the quarter, compared to the consensus estimate of $24.87 billion. During the same period in the prior year, the company posted $1.45 earnings per share. Walt Disney’s revenue was up 6.5% compared to the same quarter last year. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. As a group, sell-side analysts anticipate that The Walt Disney Company will post 6.82 earnings per share for the current year.

Analysts Set New Price Targets

Several equities research analysts have recently commented on the company. The Goldman Sachs Group reissued a “buy” rating and issued a $151.00 price objective on shares of Walt Disney in a report on Monday, February 2nd. UBS Group reissued a “mixed” rating on shares of Walt Disney in a report on Monday, February 2nd. TD Cowen reaffirmed a “hold” rating and set a $123.00 price target on shares of Walt Disney in a report on Tuesday, February 3rd. Wells Fargo & Company cut their price target on Walt Disney from $148.00 to $146.00 and set an “overweight” rating for the company in a report on Thursday, May 7th. Finally, Guggenheim raised their price target on Walt Disney from $115.00 to $120.00 and gave the company a “buy” rating in a report on Thursday, May 7th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Walt Disney presently has an average rating of “Moderate Buy” and a consensus target price of $134.47.

Check Out Our Latest Report on DIS

Trending Headlines about Walt Disney

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

Positive Sentiment: Phillip Securities upgraded Disney, which can help sentiment by signaling improved analyst confidence in the company’s outlook. Walt Disney (NYSE:DIS) Upgraded at Phillip Securities
Positive Sentiment: Disney highlighted its brand strength at the 2026 Upfront, with Josh D’Amaro calling the company “one of one,” reinforcing the value of Disney’s media and advertising assets. Josh Damaro Opens 2026 Disney Upfront by Saying Company Is One of One
Positive Sentiment: Disney is also benefiting from consumer-facing buzz around its parks, including coverage of celebrity visits, global park travel, and a new Bluey-themed experience at Animal Kingdom, all of which underscore ongoing demand for the parks business. 49 Sweet Photos of Celebrities Visiting Disney Parks They visited all 12 Disney parks worldwide in 12 days — twice Complete Guide to Bluey’s Wild World at Disney’s Animal Kingdom
Positive Sentiment: Collectibles tied to Disney, including trading cards featuring Mickey and modern limited editions, are surging, suggesting strong fan engagement and monetization potential for Disney IP. Disney Cards Are Surging, from 1930s Mickey to Modern 1/1s
Neutral Sentiment: Disney World president Jeff Vahle announced his retirement, a leadership change that is notable but not necessarily a major near-term earnings driver. Walt Disney World president announces retirement after 36-year career Jeff Vahle, Disney World’s president, announces retirement Disney World Resort president Jeff Vahle to step down in 2026
Negative Sentiment: FCC scrutiny of Disney’s media operations adds a regulatory risk, potentially increasing compliance pressure and limiting flexibility for parts of the company’s broadcast and cable business. FCC Scrutiny Puts Disney Media Flexibility And Investor Expectations In Focus
Negative Sentiment: Comments from Jimmy Kimmel that Disney’s Trump-related feud cost the company “billions” keep political and brand-related controversy in focus, which could weigh on investor sentiment. ABC host Jimmy Kimmel says Trump feud cost Disney ‘billions’

Walt Disney Company 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.

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Institutional Ownership by Quarter for Walt Disney (NYSE:DIS)

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