Strategic Investment Solutions Inc. IL lifted its stake in The Walt Disney Company (NYSE:DIS – Free Report) by 316.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,062 shares of the entertainment giant’s stock after acquiring an additional 5,368 shares during the period. Strategic Investment Solutions Inc. IL’s holdings in Walt Disney were worth $803,000 at the end of the most recent reporting period.
Several other hedge funds also recently made changes to their positions in DIS. Swiss RE Ltd. purchased a new position in Walt Disney during the 4th quarter valued at about $25,000. Curio Wealth LLC lifted its holdings in shares of Walt Disney by 110.4% in the fourth quarter. Curio Wealth LLC now owns 223 shares of the entertainment giant’s stock worth $26,000 after buying an additional 117 shares in the last quarter. Sfam LLC purchased a new stake in shares of Walt Disney in the fourth quarter worth about $26,000. Greenline Wealth Management LLC bought a new position in shares of Walt Disney in the fourth quarter valued at approximately $26,000. Finally, Commonwealth Retirement Investments LLC bought a new position in shares of Walt Disney in the fourth quarter valued at approximately $29,000. 65.71% of the stock is currently owned by hedge funds and other institutional investors.
Walt Disney Trading Up 3.1%
DIS stock opened at $104.00 on Friday. The company has a market capitalization of $180.59 billion, a PE ratio of 16.61, a price-to-earnings-growth ratio of 1.32 and a beta of 1.39. The Walt Disney Company has a one year low of $92.18 and a one year high of $124.69. The company’s 50 day moving average price is $102.73 and its two-hundred day moving average price is $105.20. The company has a debt-to-equity ratio of 0.33, a quick ratio of 0.62 and a current ratio of 0.68.
Walt Disney News Summary
Here are the key news stories impacting Walt Disney this week:
- Positive Sentiment: Disney unveiled a new Lakeshore Lodge Resort at Walt Disney World, adding another high-profile park expansion that could support higher guest spending and long-term resort revenue. Disney unveils new Lakeshore Lodge Resort at Walt Disney World
- Positive Sentiment: Analysts and media coverage highlighted strong expectations for Toy Story 5, with commentary saying the franchise remains one of Disney’s most reliable money-makers and a potential boost to the studio’s 2026 film slate. Thirty years and $3 billion later, ‘Toy Story’ is still one of Disney’s surest bets
- Positive Sentiment: Disney is also pushing AI deeper into its business, including plans to launch AI-generated TV ads and use AI tools in theme-park design, which may improve ad sales efficiency and support its $17 billion parks expansion. Get ready for Disney’s big AI ads push
- Neutral Sentiment: Disney revealed details on new transportation verification rules for Disney Springs and related park-access changes. These updates may improve crowd control and guest management, but the direct financial impact is unclear. Disney Reveals Full Details on Disney Springs Transportation Verification Starting June 28
- Negative Sentiment: A new pan-European patent injunction against Disney over alleged video-encoding patent infringement adds legal pressure on its streaming operations across 11 EU countries, raising potential costs and operational risk if the ruling is upheld. How A Pan‑EU Streaming Patent Injunction Could Impact Walt Disney (DIS) Investors
Wall Street Analyst Weigh In
Several equities analysts recently commented on DIS shares. Weiss Ratings cut shares of Walt Disney from a “hold (c+)” rating to a “hold (c)” rating in a research note on Thursday, June 11th. Needham & Company LLC reissued a “buy” rating and issued a $125.00 price target on shares of Walt Disney in a report on Friday, June 12th. Phillip Securities raised shares of Walt Disney from a “moderate buy” rating to a “strong-buy” rating in a report on Monday, May 11th. JPMorgan Chase & Co. boosted their price target on shares of Walt Disney from $138.00 to $139.00 and gave the company an “overweight” rating in a research report on Thursday, May 7th. Finally, Rosenblatt Securities upped their price target on shares of Walt Disney from $121.00 to $126.00 and gave the stock a “buy” rating in a report on Friday, June 5th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $133.71.
Get Our Latest Analysis on DIS
About Walt Disney
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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