Northeast Investment Management cut its stake in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 4.8% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 143,086 shares of the entertainment giant’s stock after selling 7,234 shares during the quarter. Northeast Investment Management’s holdings in Walt Disney were worth $13,791,000 as of its most recent SEC filing.
Other institutional investors have also recently made changes to their positions in the company. Swiss RE Ltd. bought a new stake in Walt Disney in the fourth quarter valued at approximately $25,000. Curio Wealth LLC raised its holdings in Walt Disney by 110.4% during the 4th quarter. Curio Wealth LLC now owns 223 shares of the entertainment giant’s stock worth $26,000 after purchasing an additional 117 shares during the last quarter. Sfam LLC acquired a new position in shares of Walt Disney in the 4th quarter worth approximately $26,000. Osbon Capital Management LLC acquired a new position in shares of Walt Disney in the 4th quarter worth approximately $26,000. Finally, Greenline Wealth Management LLC bought a new stake in shares of Walt Disney in the 4th quarter valued at $26,000. Institutional investors own 65.71% of the company’s stock.
Analyst Upgrades and Downgrades
A number of brokerages recently weighed in on DIS. Citigroup lifted their target price on shares of Walt Disney from $135.00 to $145.00 and gave the stock a “buy” rating in a research note on Friday, May 8th. Raymond James Financial upgraded Walt Disney from a “market perform” rating to an “outperform” rating and set a $115.00 price target for the company in a report on Wednesday, April 1st. Weiss Ratings lowered Walt Disney from a “hold (c+)” rating to a “hold (c)” rating in a research report on Thursday, June 11th. Rosenblatt Securities boosted their price objective on Walt Disney from $121.00 to $126.00 and gave the company a “buy” rating in a research note on Friday, June 5th. Finally, Wells Fargo & Company cut their target price on Walt Disney from $148.00 to $146.00 and set an “overweight” rating on the stock in a research report on Thursday, May 7th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $133.71.
Key Stories Impacting Walt Disney
Here are the key news stories impacting Walt Disney this week:
- Positive Sentiment: Antipodes Global Fund disclosed a new investment in Disney, calling it a valuation opportunity. That kind of institutional buying can support the stock by signaling confidence that DIS may be undervalued. Antipodes Global Fund Invests in The Walt Disney Company (DIS) for Valuation Opportunities
- Positive Sentiment: Analysts and market commentary continue to frame Disney as a possible value and earnings-growth name, with some coverage highlighting price strength and a positive outlook relative to recent weakness. Earnings Growth & Price Strength Make Walt Disney (DIS) a Stock to Watch
- Neutral Sentiment: Disney continues to make normal park and consumer-brand news, including new seasonal offerings and merchandise at Walt Disney World. These stories support the brand but are unlikely to move the stock on their own.
- Neutral Sentiment: Coverage about Disney’s leadership structure and Bob Iger’s past deal-making, including discussion of a possible Apple merger, is more background than a near-term catalyst for DIS shares. Inside Disney’s org chart: See the leaders who report to CEO Josh D’Amaro and creative chief Dana Walden
- Negative Sentiment: Disney faces fresh legal and regulatory pressure after reports that the FCC is investigating the company and after Disney agreed to a $50 million settlement tied to claims that it made live-TV streaming more expensive. Both headlines add potential costs and overhang to the stock. US media regulator Brendan Carr accuses Disney of ‘misinformation’ on investigations Disney agreed to $50M settlement over claims it made live-TV streaming expensive
- Negative Sentiment: Recent commentary comparing Disney with other media names and noting slowing media-share trends suggests competitive pressure in streaming and advertising, which can weigh on investor sentiment toward DIS. Nielsen: YouTube Gains, Fox-Roku Would Be Third
Walt Disney Stock Performance
Shares of Walt Disney stock opened at $98.03 on Friday. The business has a 50-day simple moving average of $102.88 and a 200 day simple moving average of $105.07. The Walt Disney Company has a one year low of $92.18 and a one 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 firm has a market capitalization of $170.23 billion, a price-to-earnings ratio of 15.66, a PEG ratio of 1.27 and a beta of 1.39.
Walt Disney (NYSE:DIS – Get Free Report) last announced its quarterly earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 earnings per share (EPS) for the quarter, topping 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 business had revenue of $25.17 billion for the quarter, compared to analyst estimates of $24.87 billion. During the same quarter in the prior year, the company earned $1.45 earnings per share. The company’s quarterly 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. On average, research analysts anticipate that The Walt Disney Company will post 6.85 earnings per share for the current fiscal year.
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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