Ritholtz Wealth Management Buys 18,229 Shares of The Walt Disney Company $DIS

Ritholtz Wealth Management grew its stake in shares of The Walt Disney Company (NYSE:DIS) by 62.3% in the first quarter, HoldingsChannel.com reports. The firm owned 47,484 shares of the entertainment giant’s stock after buying an additional 18,229 shares during the quarter. Ritholtz Wealth Management’s holdings in Walt Disney were worth $4,576,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently made changes to their positions in the company. Swiss RE Ltd. purchased a new position in Walt Disney during the 4th quarter valued at about $25,000. Curio Wealth LLC lifted its holdings in Walt Disney by 110.4% in 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 period. Sfam LLC bought a new stake in shares of Walt Disney in the 4th quarter worth approximately $26,000. Greenline Wealth Management LLC bought a new stake in shares of Walt Disney in the 4th quarter worth approximately $26,000. Finally, Osbon Capital Management LLC purchased a new position in shares of Walt Disney during the fourth quarter valued at approximately $26,000. Institutional investors own 65.71% of the company’s stock.

Walt Disney News Summary

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

Analyst Ratings Changes

DIS has been the subject of a number of research analyst reports. Rosenblatt Securities raised their price target on Walt Disney from $121.00 to $126.00 and gave the stock a “buy” rating in a research note on Friday, June 5th. Weiss Ratings downgraded shares of Walt Disney from a “hold (c+)” rating to a “hold (c)” rating in a research report on Thursday, June 11th. Wells Fargo & Company decreased their price objective on shares of Walt Disney from $148.00 to $146.00 and set an “overweight” rating for the company in a report on Thursday, May 7th. Citigroup raised their target price on shares of Walt Disney from $135.00 to $145.00 and gave the stock a “buy” rating in a research report on Friday, May 8th. Finally, Needham & Company LLC reaffirmed a “buy” rating and set a $125.00 target price on shares of Walt Disney in a research note on Friday, June 12th. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Walt Disney has a consensus rating of “Moderate Buy” and a consensus target price of $133.71.

Walt Disney Trading Down 3.1%

DIS opened at $98.03 on Friday. The stock has a market cap of $170.23 billion, a PE ratio of 15.66, a PEG ratio of 1.27 and a beta of 1.39. 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 business has a 50 day moving average of $102.88 and a 200-day moving average of $105.07. 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 issued its quarterly earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 earnings per share for the quarter, topping the consensus estimate of $1.49 by $0.08. The company had revenue of $25.17 billion for the quarter, compared to analysts’ expectations 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 for the quarter was up 6.5% on a year-over-year basis. During the same period in the prior year, the firm earned $1.45 earnings per share. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. Equities research analysts predict 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.