IFP Advisors Inc Grows Stake in The Walt Disney Company $DIS

IFP Advisors Inc boosted its position in shares of The Walt Disney Company (NYSE:DIS) by 25.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 44,733 shares of the entertainment giant’s stock after buying an additional 9,175 shares during the period. IFP Advisors Inc’s holdings in Walt Disney were worth $5,089,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Strengthening Families & Communities LLC bought a new position in Walt Disney during the third quarter valued at approximately $29,000. JPL Wealth Management LLC bought a new position in Walt Disney during the third quarter valued at approximately $30,000. Pilgrim Partners Asia Pte Ltd bought a new position in Walt Disney during the third quarter valued at approximately $33,000. Bare Financial Services Inc boosted its stake 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 last quarter. Finally, Eagle Bay Advisors LLC bought a new position in Walt Disney during the fourth quarter valued at approximately $37,000. 65.71% of the stock is owned by institutional investors.

Walt Disney Price Performance

NYSE:DIS opened at $104.07 on Thursday. The firm has a market capitalization of $180.72 billion, a price-to-earnings ratio of 16.62, a PEG ratio of 1.34 and a beta of 1.41. The Walt Disney Company has a 1 year low of $92.18 and a 1 year high of $124.69. The business has a 50 day simple moving average of $101.05 and a 200-day simple moving average of $106.15. The company has a debt-to-equity ratio of 0.33, a current ratio of 0.68 and a quick ratio of 0.62.

Walt Disney (NYSE:DIS) last posted its quarterly earnings data on Wednesday, May 6th. The entertainment giant reported $1.57 earnings per share (EPS) 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 business had revenue of $25.17 billion during the quarter, compared to analyst estimates of $24.87 billion. During the same period last year, the company earned $1.45 EPS. The company’s revenue for the quarter was up 6.5% on a year-over-year basis. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. Equities analysts forecast that The Walt Disney Company will post 6.82 EPS for the current year.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on DIS. Citigroup increased their price target on Walt Disney from $135.00 to $145.00 and gave the company a “buy” rating in a research note on Friday, May 8th. Raymond James Financial raised Walt Disney from a “market perform” rating to an “outperform” rating and set a $115.00 price target for the company in a research note on Wednesday, April 1st. Weiss Ratings lowered Walt Disney from a “hold (c+)” rating to a “hold (c)” rating in a research note on Wednesday, May 13th. The Goldman Sachs Group reissued a “buy” rating and set a $151.00 price target on shares of Walt Disney in a research note on Monday, February 2nd. Finally, Phillip Securities raised Walt Disney from a “moderate buy” rating to a “strong-buy” rating in a research note 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 issued a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $134.47.

Walt Disney News Summary

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

• Positive Sentiment: Disney is rolling out fresh theme-park updates, including a revamped Rock ’n’ Roller Coaster at Disney World and new/updated music and theming in Animation Courtyard, which could help drive guest interest and spending. Article Title
• Positive Sentiment: Disney announced leadership changes at Walt Disney World, naming Joe Schott as president, which may be viewed as a step toward smoother park operations and execution. Article Title
• Positive Sentiment: Analyst coverage turned more constructive after Erste Group raised its FY2026 EPS estimate for Disney, reinforcing expectations for solid earnings growth. Article Title
• Neutral Sentiment: Disney-related lifestyle and travel pieces highlighting “good neighbor” hotels and park experiences add visibility to the brand, but are unlikely to materially affect the stock on their own. Article Title
• Negative Sentiment: Disney is facing a proposed $5 million class-action lawsuit over its alleged use of facial-recognition technology on park visitors, adding legal and reputational risk for the company. Article Title

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.