Franklin Resources Inc. Increases Stock Holdings in The Walt Disney Company $DIS

Posted by Brian Himes on Jun 8th, 2026

Franklin Resources Inc. raised its position in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 29.2% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 8,522,860 shares of the entertainment giant’s stock after purchasing an additional 1,924,200 shares during the period. Franklin Resources Inc.’s holdings in Walt Disney were worth $969,646,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in DIS. Curio Wealth LLC lifted its position in Walt Disney by 110.4% during the fourth quarter. Curio Wealth LLC now owns 223 shares of the entertainment giant’s stock valued at $26,000 after buying an additional 117 shares during the period. JPL Wealth Management LLC purchased a new position in Walt Disney during the third quarter valued at $30,000. Bare Financial Services Inc lifted its position in Walt Disney by 48.5% during the third quarter. Bare Financial Services Inc now owns 291 shares of the entertainment giant’s stock valued at $33,000 after buying an additional 95 shares during the period. Basepoint Wealth LLC purchased a new position in Walt Disney during the fourth quarter valued at $36,000. Finally, Eagle Bay Advisors LLC purchased a new position in Walt Disney during the fourth quarter valued at $37,000. Hedge funds and other institutional investors own 65.71% of the company’s stock.

Walt Disney Price Performance

Shares of NYSE:DIS opened at $99.83 on Monday. The Walt Disney Company has a 1-year low of $92.18 and a 1-year high of $124.69. The company has a debt-to-equity ratio of 0.33, a current ratio of 0.68 and a quick ratio of 0.62. The business has a fifty day moving average price of $101.82 and a 200-day moving average price of $105.40. The company has a market capitalization of $173.35 billion, a PE ratio of 15.95, a PEG ratio of 1.30 and a beta of 1.39.

Walt Disney (NYSE:DIS – Get Free Report) last issued its quarterly earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 earnings per share for the quarter, beating the consensus estimate of $1.49 by $0.08. Walt Disney had a return on equity of 8.92% and a net margin of 11.54%.The firm had revenue of $25.17 billion during the quarter, compared to the consensus estimate of $24.87 billion. During the same period last year, the company earned $1.45 earnings per share. The company’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. As a group, equities analysts expect that The Walt Disney Company will post 6.85 EPS for the current fiscal year.

Walt Disney News Summary

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

Positive Sentiment: Rosenblatt Securities raised its price target on Disney to $126 from $121 and reiterated a buy rating, signaling confidence in further upside from current levels. Benzinga
Positive Sentiment: Several pieces highlighted Disney’s improving investment case, including a fresh look at its shifting analyst targets and a separate article arguing that advertising could be Disney’s next major growth engine beyond parks and movies. Why The Narrative Around Walt Disney (DIS) Is Shifting On Mixed Analyst Targets Disney’s next growth story isn’t parks or movies
Neutral Sentiment: Disney remains part of broader media-sector debate, with a new article comparing it with Netflix as a long-term streaming holding; this is more about valuation and portfolio positioning than a fresh company-specific catalyst. Netflix vs. Disney: Which Streaming Stock Is the Better Long-Term Hold?
Neutral Sentiment: Another note said Disney is still down significantly since its last earnings report, underscoring lingering post-earnings pressure even though analysts remain constructive. Disney (DIS) Down 8.6% Since Last Earnings Report: Can It Rebound?
Neutral Sentiment: Disney-related event and licensing headlines, including Papa John’s Toy Story 5 promotion and an upcoming industry event at Walt Disney World, add brand visibility but are unlikely to materially move the stock on their own. Is Papa John’s (PZZA) Toy Story 5 Tie-Up Reinforcing Its Brand Moat or Just Buzz? Imagination Meets Innovation at NCTC and ACA Connects’ The Independent Show 2026 in Walt Disney World

Analyst Ratings Changes

Several brokerages have commented on DIS. Barclays raised their price objective on Walt Disney from $130.00 to $135.00 and gave the company an “overweight” rating in a research report on Thursday, May 7th. Guggenheim raised their price objective on Walt Disney from $115.00 to $120.00 and gave the company a “buy” rating in a research report on Thursday, May 7th. Needham & Company LLC reissued a “buy” rating and set a $125.00 price objective on shares of Walt Disney in a research report on Tuesday, March 31st. Wells Fargo & Company lowered their price objective on Walt Disney from $148.00 to $146.00 and set an “overweight” rating for the company in a research report on Thursday, May 7th. Finally, Phillip Securities raised Walt Disney from a “moderate buy” rating to a “strong-buy” rating in a research report on Monday, May 11th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $133.47.

Check Out Our Latest Report on DIS

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.

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

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