Kahn Brothers Group Inc. Purchases Shares of 359,092 The Walt Disney Company $DIS

Posted by George Bondi on Aug 28th, 2026

Kahn Brothers Group Inc. purchased a new position in The Walt Disney Company (NYSE:DIS – Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 359,092 shares of the entertainment giant’s stock, valued at approximately $34,563,000. Walt Disney makes up approximately 0.1% of Kahn Brothers Group Inc.’s investment portfolio, making the stock its 18th biggest holding.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Swiss RE Ltd. purchased a new position in shares of Walt Disney in the fourth quarter valued at $25,000. Curio Wealth LLC raised its stake 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 purchasing an additional 117 shares in the last quarter. Sfam LLC bought a new position in Walt Disney during the fourth quarter valued at $26,000. Greenline Wealth Management LLC bought a new position in Walt Disney during the fourth quarter valued at $26,000. Finally, Osbon Capital Management LLC purchased a new position in shares of Walt Disney in the 4th quarter worth $26,000. Institutional investors own 65.71% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on DIS shares. Barclays upped their target price on shares of Walt Disney from $110.00 to $115.00 and gave the company an “overweight” rating in a research report on Thursday, August 6th. Raymond James Financial dropped their price target on Walt Disney from $119.00 to $111.00 and set an “outperform” rating for the company in a research report on Thursday, July 2nd. Rosenblatt Securities reissued a “buy” rating and set a $126.00 price objective on shares of Walt Disney in a research note on Thursday, August 6th. UBS Group set a $115.00 price objective on Walt Disney in a research note on Monday. Finally, Benchmark reiterated a “buy” rating and issued a $115.00 target price on shares of Walt Disney in a report on Thursday, August 6th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $127.61.

Get Our Latest Stock Analysis on DIS

Walt Disney Trading Down 2.6%

DIS opened at $106.80 on Friday. 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 stock’s 50 day moving average price is $100.55 and its 200-day moving average price is $101.53. The Walt Disney Company has a one year low of $92.18 and a one year high of $119.78. The company has a debt-to-equity ratio of 0.32, a quick ratio of 0.65 and a current ratio of 0.71.

Walt Disney (NYSE:DIS – Get Free Report) last issued its quarterly earnings results 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 for the quarter, compared to the consensus estimate of $25.39 billion. During the same period in the prior year, the business posted $1.61 earnings per share. The company’s revenue for the quarter was up 6.8% on a year-over-year basis. Walt Disney has set its FY 2026 guidance at 6.642-6.642 EPS. On average, equities analysts forecast that The Walt Disney Company will post 6.9 EPS for the current year.

Insider Buying and Selling at Walt Disney

In other Walt Disney news, EVP Paul M. Roeder sold 3,596 shares of the stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $106.32, for a total value of $382,326.72. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Brent Woodford sold 7,238 shares of Walt Disney stock in a transaction on Friday, August 14th. The stock was sold at an average price of $105.31, for a total value of $762,233.78. Following the sale, the executive vice president owned 62,323 shares of the company’s stock, valued at approximately $6,563,235.13. This trade represents a 10.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.17% of the company’s stock.

Key Walt Disney News

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

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.