Waverly Advisors LLC Has $18.15 Million Stock Holdings in The Walt Disney Company $DIS

Waverly Advisors LLC reduced its position in The Walt Disney Company (NYSE:DIS) by 5.7% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 188,333 shares of the entertainment giant’s stock after selling 11,389 shares during the period. Waverly Advisors LLC’s holdings in Walt Disney were worth $18,152,000 at the end of the most recent quarter.

Several other hedge funds have also bought and sold shares of DIS. Vanguard Group Inc. raised its holdings in Walt Disney by 0.8% during the fourth quarter. Vanguard Group Inc. now owns 159,342,154 shares of the entertainment giant’s stock worth $18,128,357,000 after buying an additional 1,220,207 shares during the last quarter. State Street Corp increased its position in shares of Walt Disney by 2.3% during the fourth quarter. State Street Corp now owns 83,873,646 shares of the entertainment giant’s stock worth $9,604,567,000 after acquiring an additional 1,853,897 shares in the last quarter. Geode Capital Management LLC raised its holdings in shares of Walt Disney by 3.5% in the 4th quarter. Geode Capital Management LLC now owns 40,588,604 shares of the entertainment giant’s stock worth $4,597,804,000 after acquiring an additional 1,361,888 shares during the last quarter. J. Stern & Co. LLP increased its holdings in Walt Disney by 9,060.1% during the 4th quarter. J. Stern & Co. LLP now owns 38,135,363 shares of the entertainment giant’s stock worth $4,338,660,000 after purchasing an additional 37,719,041 shares in the last quarter. Finally, Norges Bank purchased a new stake in shares of Walt Disney in the fourth quarter worth approximately $2,388,278,000. Institutional investors and hedge funds own 65.71% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have recently commented on DIS. Citigroup boosted their price objective on Walt Disney from $135.00 to $145.00 and gave the stock a “buy” rating in a research note on Friday, May 8th. Rosenblatt Securities reissued a “buy” rating and issued a $126.00 price target on shares of Walt Disney in a report on Tuesday, July 7th. Barclays lowered their price objective on shares of Walt Disney from $135.00 to $110.00 and set an “overweight” rating on the stock in a research note on Tuesday, July 14th. Weiss Ratings cut shares of Walt Disney from a “hold (c+)” rating to a “hold (c)” rating in a report on Thursday, June 11th. Finally, Guggenheim lifted their price target on shares of Walt Disney from $115.00 to $120.00 and gave the stock a “buy” rating in a research report on Thursday, May 7th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $129.00.

More Walt Disney News

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

• Positive Sentiment: Disney shares are rising on expectations that another round of layoffs could support margins by lowering expenses across Pixar, ESPN, and National Geographic, reinforcing management’s cost-cutting narrative ahead of earnings. Disney Shares Rise as Investors Weigh Fresh Cost Cuts and Upcoming Earnings
• Positive Sentiment: Investor sentiment is also being supported by confidence in Disney’s streaming turnaround, strong parks and experiences performance, and optimism around the long-term ESPN direct-to-consumer opportunity. Disney Shares Rise as Investors Weigh Fresh Cost Cuts and Upcoming Earnings
• Positive Sentiment: Unusual call-option buying suggests traders are positioning for additional upside, with bullish flow potentially reflecting expectations for a favorable earnings update on August 5. Disney Shares Rise as Investors Weigh Fresh Cost Cuts and Upcoming Earnings
• Neutral Sentiment: Wall Street coverage remains generally constructive, with recent analyst commentary and price targets implying the stock could have room to recover if execution improves. Is Disney (DIS) a Buy as Wall Street Analysts Look Optimistic?
• Negative Sentiment: Recent layoffs at Pixar, ESPN, and National Geographic also highlight ongoing restructuring pressure and underscore that Disney is still working through a broader efficiency reset. Pixar and National Geographic hit in latest round of Disney layoffs
• Negative Sentiment: The stock has also faced recent weakness after a sharp selloff, leaving DIS close to its 52-week low and reminding investors that sentiment can remain fragile despite the positive catalyst. Walt Disney (DIS) Registers a Bigger Fall Than the Market: Important Facts to Note

Walt Disney Price Performance

DIS stock opened at $94.78 on Monday. The Walt Disney Company has a one year low of $92.18 and a one year high of $122.45. The firm has a 50-day moving average of $99.71 and a two-hundred day moving average of $102.82. The firm has a market capitalization of $164.58 billion, a PE ratio of 15.14, a P/E/G ratio of 1.20 and a beta of 1.39. The company has a current ratio of 0.68, a quick ratio of 0.62 and a debt-to-equity ratio of 0.33.

Walt Disney (NYSE:DIS) last released its 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 business had revenue of $25.17 billion for the quarter, compared to the consensus estimate of $24.87 billion. Walt Disney had a net margin of 11.54% and a return on equity of 8.92%. The firm’s quarterly revenue was up 6.5% compared to the same quarter last year. During the same period last year, the firm posted $1.45 earnings per share. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. On average, analysts forecast that The Walt Disney Company will post 6.83 earnings per share for the current 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.