Walt Disney (NYSE:DIS – Get Free Report)‘s stock had its “buy” rating restated by investment analysts at Needham & Company LLC in a research note issued to investors on Friday, Benzinga reports. They currently have a $125.00 price objective on the entertainment giant’s stock. Needham & Company LLC’s target price suggests a potential upside of 16.08% from the company’s previous close.
Several other equities research analysts also recently weighed in on the stock. UBS Group set a $115.00 target price on shares of Walt Disney in a research note on Monday, August 24th. Raymond James Financial decreased their price target on shares of Walt Disney from $120.00 to $119.00 and set an “outperform” rating for the company in a research report on Monday. Wolfe Research set a $131.00 price objective on Walt Disney in a research report on Tuesday, June 30th. Weiss Ratings reiterated a “hold (c)” rating on shares of Walt Disney in a research note on Tuesday, September 8th. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of Walt Disney in a report on Tuesday. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $128.06.
Get Our Latest Report on Walt Disney
Walt Disney Trading Up 0.6%
Walt Disney (NYSE:DIS – Get Free Report) last released its earnings results on Wednesday, August 5th. The entertainment giant reported $2.06 earnings per share for the quarter, beating the consensus estimate of $1.86 by $0.20. The company had revenue of $25.25 billion during the quarter, compared to the consensus estimate of $25.39 billion. Walt Disney had a return on equity of 9.90% and a net margin of 8.70%.Walt Disney’s revenue was up 6.8% compared to the same quarter last year. During the same period in the previous year, the company posted $1.61 EPS. Walt Disney has set its FY 2026 guidance at 6.642-6.642 EPS. Equities analysts forecast that Walt Disney will post 6.92 earnings per share for the current fiscal year.
Insiders Place Their Bets
In other news, EVP Brent Woodford sold 3,618 shares of Walt Disney stock in a transaction on Tuesday, September 1st. The shares were sold at an average price of $107.13, for a total transaction of $387,596.34. Following the completion of the sale, the executive vice president directly owned 62,328 shares of the company’s stock, valued at approximately $6,677,198.64. The trade was a 5.49% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Paul Roeder sold 3,596 shares of the business’s stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $106.32, for a total transaction of $382,326.72. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 14,452 shares of company stock worth $1,532,157 over the last 90 days. Company insiders own 0.17% of the company’s stock.
Institutional Investors Weigh In On Walt Disney
Several hedge funds and other institutional investors have recently made changes to their positions in the business. Mn Services Vermogensbeheer B.V. lifted its stake in Walt Disney by 1.0% during the third quarter. Mn Services Vermogensbeheer B.V. now owns 521,790 shares of the entertainment giant’s stock worth $54,736,000 after purchasing an additional 5,000 shares during the last quarter. Farther Finance Advisors LLC raised its holdings in Walt Disney by 43.4% during the third quarter. Farther Finance Advisors LLC now owns 113,062 shares of the entertainment giant’s stock worth $10,804,000 after purchasing an additional 34,219 shares in the last quarter. CoreCap Advisors LLC raised its holdings in Walt Disney by 2.3% during the third quarter. CoreCap Advisors LLC now owns 24,510 shares of the entertainment giant’s stock worth $2,523,000 after purchasing an additional 551 shares in the last quarter. Bank & Trust Co lifted its position in shares of Walt Disney by 201.9% during the 3rd quarter. Bank & Trust Co now owns 1,938 shares of the entertainment giant’s stock worth $203,000 after buying an additional 1,296 shares during the last quarter. Finally, CX Institutional lifted its position in shares of Walt Disney by 72.6% during the 3rd quarter. CX Institutional now owns 31,125 shares of the entertainment giant’s stock worth $3,265,000 after buying an additional 13,089 shares during the last quarter. Institutional investors and hedge funds own 65.71% of the company’s stock.
Walt Disney News Roundup
Here are the key news stories impacting Walt Disney this week:
- Positive Sentiment: Needham reaffirmed its “buy” rating and set a $125 price target, implying roughly 16.4% upside from the referenced $107.36 price. The endorsement supports the view that Disney’s restructuring, cash-flow focus and improving businesses justify a higher valuation. Needham reaffirms buy rating on Walt Disney
- Positive Sentiment: Disney+ will stream the 2027 Super Bowl, alongside the traditional ESPN and ABC broadcasts, and will carry two preceding Monday Night Football games. The event could drive subscriber engagement, advertising data and streaming visibility, although its financial impact will depend on conversion and retention. Disney+ to stream upcoming Super Bowl
- Positive Sentiment: Disney is raising prices for select theme-park tickets, annual passes, character dining and buffets. Higher per-guest spending could support Parks revenue, while a new resort, holiday-season programming and planned attraction replacements provide additional attendance and monetization catalysts. Disneyland and Disney World price changes
- Neutral Sentiment: Disney is pitching its “Infinity Vision” large-screen format to Paramount, Universal, Lionsgate and Sony across approximately 5,500 screens. The initiative could give Disney more control over premium film distribution, but it remains exploratory and would require industry adoption and investment. Disney pitches rival studios on Infinity Vision
- Negative Sentiment: Repeated park price increases could create affordability and demand concerns. Although Wedbush said the proposed screen network poses no immediate threat to IMAX, Disney’s initiative could increase capital requirements and execution risk if it advances. Wedbush assesses Disney’s proposed IMAX rival
Walt Disney Company Profile
The Walt Disney Company (NYSE:DIS) is a global entertainment company that develops, produces and distributes branded content across film, television, streaming and other media platforms. Its portfolio includes Disney, Pixar, Marvel, Star Wars, National Geographic and 20th Century Studios, as well as ABC, Hulu, Disney+ and ESPN. The company also licenses its characters and intellectual property for consumer products, games and other experiences.
Disney operates theme parks, resorts and cruise lines through its Experiences business.
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