Prudential PLC Increases Holdings in The Walt Disney Company $DIS

Prudential PLC grew its holdings in shares of The Walt Disney Company (NYSE:DIS) by 25.3% in the fourth quarter, Holdings Channel reports. The institutional investor owned 95,659 shares of the entertainment giant’s stock after purchasing an additional 19,309 shares during the period. Prudential PLC’s holdings in Walt Disney were worth $10,883,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Curio Wealth LLC lifted 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 buying an additional 117 shares during the last quarter. JPL Wealth Management LLC purchased a new stake in Walt Disney during the 3rd quarter worth about $30,000. Bare Financial Services Inc lifted its holdings in Walt Disney by 48.5% during the 3rd quarter. Bare Financial Services Inc now owns 291 shares of the entertainment giant’s stock worth $33,000 after buying an additional 95 shares during the last quarter. Basepoint Wealth LLC purchased a new stake in Walt Disney during the 4th quarter worth about $36,000. Finally, Eagle Bay Advisors LLC purchased a new stake in shares of Walt Disney in the 4th quarter valued at about $37,000. 65.71% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Walt Disney

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

• Positive Sentiment: Rosenblatt Securities raised its price target on Disney to $126 from $121 and reiterated a buy rating, signaling confidence in further upside from current levels. Benzinga
• Positive Sentiment: Several pieces highlighted Disney’s improving investment case, including a fresh look at its shifting analyst targets and a separate article arguing that advertising could be Disney’s next major growth engine beyond parks and movies. Why The Narrative Around Walt Disney (DIS) Is Shifting On Mixed Analyst Targets Disney’s next growth story isn’t parks or movies
• Neutral Sentiment: Disney remains part of broader media-sector debate, with a new article comparing it with Netflix as a long-term streaming holding; this is more about valuation and portfolio positioning than a fresh company-specific catalyst. Netflix vs. Disney: Which Streaming Stock Is the Better Long-Term Hold?
• Neutral Sentiment: Another note said Disney is still down significantly since its last earnings report, underscoring lingering post-earnings pressure even though analysts remain constructive. Disney (DIS) Down 8.6% Since Last Earnings Report: Can It Rebound?
• Neutral Sentiment: Disney-related event and licensing headlines, including Papa John’s Toy Story 5 promotion and an upcoming industry event at Walt Disney World, add brand visibility but are unlikely to materially move the stock on their own. Is Papa John’s (PZZA) Toy Story 5 Tie-Up Reinforcing Its Brand Moat or Just Buzz? Imagination Meets Innovation at NCTC and ACA Connects’ The Independent Show 2026 in Walt Disney World

Walt Disney Stock Up 0.5%

DIS opened at $99.83 on Friday. The business has a 50 day moving average price of $101.82 and a two-hundred day moving average price of $105.40. The company has a quick ratio of 0.62, a current ratio of 0.68 and a debt-to-equity ratio of 0.33. The company has a market cap of $173.35 billion, a PE ratio of 15.95, a P/E/G ratio of 1.30 and a beta of 1.39. The Walt Disney Company has a 52 week low of $92.18 and a 52 week high of $124.69.

Walt Disney (NYSE:DIS) last posted its quarterly earnings data on Wednesday, May 6th. The entertainment giant reported $1.57 EPS for the quarter, beating the consensus estimate of $1.49 by $0.08. The firm had revenue of $25.17 billion during the quarter, compared to the consensus estimate of $24.87 billion. Walt Disney had a return on equity of 8.92% and a net margin of 11.54%.The firm’s revenue was up 6.5% compared to the same quarter last year. During the same period in the prior year, the business earned $1.45 EPS. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. As a group, research analysts anticipate that The Walt Disney Company will post 6.85 EPS for the current year.

Analyst Ratings Changes

Several research firms have recently weighed in on DIS. Weiss Ratings raised Walt Disney from a “hold (c)” rating to a “hold (c+)” rating in a report on Wednesday, May 27th. Wells Fargo & Company reduced their target price on Walt Disney from $148.00 to $146.00 and set an “overweight” rating for the company in a report on Thursday, May 7th. Barclays boosted their target price on Walt Disney from $130.00 to $135.00 and gave the company an “overweight” rating in a report on Thursday, May 7th. Needham & Company LLC reissued a “buy” rating and issued a $125.00 target price on shares of Walt Disney in a report on Tuesday, March 31st. Finally, JPMorgan Chase & Co. boosted their target price on Walt Disney from $138.00 to $139.00 and gave the company an “overweight” rating in a report on Thursday, May 7th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Walt Disney presently has an average rating of “Moderate Buy” and an average target price of $133.47.

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.