NewEdge Advisors LLC Cuts Stake in The Walt Disney Company $DIS

NewEdge Advisors LLC reduced its holdings in shares of The Walt Disney Company (NYSE:DIS) by 34.4% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 178,816 shares of the entertainment giant’s stock after selling 93,828 shares during the period. NewEdge Advisors LLC’s holdings in Walt Disney were worth $17,234,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Swiss RE Ltd. purchased a new stake in shares of Walt Disney in the 4th quarter valued at $25,000. Curio Wealth LLC lifted its stake in Walt Disney by 110.4% in the fourth quarter. Curio Wealth LLC now owns 223 shares of the entertainment giant’s stock worth $26,000 after purchasing an additional 117 shares during the last quarter. Osbon Capital Management LLC bought a new stake in Walt Disney in the fourth quarter worth $26,000. Sfam LLC purchased a new stake in Walt Disney during the fourth quarter valued at about $26,000. Finally, Greenline Wealth Management LLC purchased a new stake in Walt Disney during the fourth quarter valued at about $26,000. 65.71% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several research firms have recently commented on DIS. JPMorgan Chase & Co. lifted their price objective on Walt Disney from $139.00 to $140.00 and gave the stock an “overweight” rating in a report on Tuesday, June 30th. Barclays dropped their target price on Walt Disney from $135.00 to $110.00 and set an “overweight” rating for the company in a report on Tuesday, July 14th. Benchmark restated a “buy” rating on shares of Walt Disney in a research report on Monday, July 20th. Phillip Securities raised Walt Disney from a “moderate buy” rating to a “strong-buy” rating in a research note on Monday, May 11th. Finally, Weiss Ratings downgraded Walt Disney from a “hold (c+)” rating to a “hold (c)” rating in a research report on Thursday, June 11th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $128.38.

Trending Headlines about Walt Disney

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

• Positive Sentiment: Citigroup lowered its price target to $135 from $145 but maintained a Buy rating, implying substantial potential upside from current levels. The continued positive rating suggests confidence in Disney’s longer-term recovery. Benzinga reference
• Positive Sentiment: Disney is investing at least $30 million in projects outside its theme parks, while Disney Vacation Club is offering new summer member benefits. These initiatives could support resort spending, membership engagement and recurring revenue. Disney World investment article
• Positive Sentiment: Disney is reportedly considering a new Home Alone film involving Macaulay Culkin, potentially giving the company another recognizable franchise opportunity, although no project has been confirmed. Home Alone report
• Neutral Sentiment: Disney plans to replace Microsoft GitHub Copilot with OpenAI’s Codex. The move highlights efforts to improve use of artificial-intelligence tools, but its financial impact is not yet clear. Disney AI tools article
• Negative Sentiment: Disney is reportedly conducting another round of cuts at Pixar. While the reductions may lower costs, additional layoffs at a key creative studio raise concerns about animation output, morale and the strength of future film releases. Pixar cuts article
• Negative Sentiment: Analysts expect earnings growth in Disney’s upcoming report, but recent previews say the company lacks the combination of factors typically associated with an earnings beat. That caution may be limiting enthusiasm ahead of results. Disney earnings preview
• Negative Sentiment: Erste Group trimmed its FY2027 EPS forecast slightly to $7.46 from $7.47, adding to evidence that analysts are making modestly more cautious estimates. Disney analyst estimate report

Walt Disney Price Performance

DIS stock opened at $98.46 on Thursday. The stock has a market capitalization of $170.98 billion, a price-to-earnings ratio of 15.73, a PEG ratio of 1.25 and a beta of 1.39. The firm’s 50-day moving average price is $99.39 and its two-hundred day moving average price is $102.49. The company has a current ratio of 0.68, a quick ratio of 0.62 and a debt-to-equity ratio of 0.33. The Walt Disney Company has a 12-month low of $92.18 and a 12-month high of $120.50.

Walt Disney (NYSE:DIS) last posted its earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 earnings per share for the quarter, topping analysts’ consensus estimates of $1.49 by $0.08. The company had revenue of $25.17 billion during the quarter, compared to analyst estimates of $24.87 billion. Walt Disney had a net margin of 11.54% and a return on equity of 8.92%. Walt Disney’s revenue for the quarter was up 6.5% on a year-over-year basis. During the same period in the prior year, the business posted $1.45 earnings per share. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. As a group, equities analysts predict 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.