Wells Fargo & Company Boosts Walt Disney (NYSE:DIS) Price Target to $132.00

Walt Disney (NYSE:DIS) had its target price increased by equities research analysts at Wells Fargo & Company from $125.00 to $132.00 in a research note issued to investors on Thursday,Benzinga reports. The firm currently has an “overweight” rating on the entertainment giant’s stock. Wells Fargo & Company‘s target price suggests a potential upside of 25.81% from the stock’s current price.

A number of other analysts also recently issued reports on the stock. Wolfe Research set a $131.00 price target on shares of Walt Disney in a report on Tuesday, June 30th. JPMorgan Chase & Co. upped their target price on Walt Disney from $139.00 to $140.00 and gave the company an “overweight” rating in a research note on Tuesday, June 30th. Rosenblatt Securities reiterated a “buy” rating and set a $126.00 target price on shares of Walt Disney in a research report on Thursday. Needham & Company LLC reissued a “buy” rating and set a $125.00 target price on shares of Walt Disney in a research note on Friday, June 12th. Finally, Guggenheim restated a “buy” rating and issued a $120.00 price target on shares of Walt Disney in a report on Thursday. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Walt Disney has an average rating of “Moderate Buy” and a consensus price target of $128.61.

Walt Disney Trading Up 0.2%

Walt Disney stock opened at $104.92 on Thursday. Walt Disney has a 12 month low of $92.18 and a 12 month high of $119.78. The company has a market capitalization of $181.16 billion, a price-to-earnings ratio of 21.63, a price-to-earnings-growth ratio of 1.35 and a beta of 1.39. The business’s fifty day simple moving average is $98.93 and its two-hundred day simple moving average is $101.91. The company has a current ratio of 0.71, a quick ratio of 0.62 and a debt-to-equity ratio of 0.32.

Walt Disney (NYSE:DIS) last released its quarterly earnings data on Wednesday, August 5th. The entertainment giant reported $2.06 earnings per share for the quarter, beating the consensus estimate of $1.86 by $0.20. Walt Disney had a net margin of 8.70% and a return on equity of 9.90%. The firm had revenue of $25.25 billion during the quarter, compared to analysts’ expectations of $25.39 billion. During the same period in the previous year, the company earned $1.61 earnings per share. The firm’s quarterly revenue was up 6.8% on a year-over-year basis. Walt Disney has set its FY 2026 guidance at 6.642-6.642 EPS. As a group, equities analysts predict that Walt Disney will post 6.95 earnings per share for the current fiscal year.

Institutional Trading of Walt Disney

Hedge funds have recently bought and sold shares of the business. Swiss RE Ltd. purchased a new stake in shares of Walt Disney in the fourth quarter valued at about $25,000. Curio Wealth LLC grew its stake in shares of Walt Disney by 110.4% in the fourth quarter. Curio Wealth LLC now owns 223 shares of the entertainment giant’s stock valued at $26,000 after buying an additional 117 shares in the last quarter. Osbon Capital Management LLC purchased a new stake in shares of Walt Disney in the 4th quarter valued at $26,000. Sfam LLC purchased a new position in Walt Disney during the 4th quarter valued at about $26,000. Finally, Greenline Wealth Management LLC acquired a new position in Walt Disney in the 4th quarter valued at about $26,000. Institutional investors and hedge funds own 65.71% of the company’s stock.

Walt Disney News Roundup

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

• Positive Sentiment: Analysts raise targets and reaffirm Buy ratings. Wells Fargo lifted its target to $132, Argus set a $134 target, and Barclays raised its target to $115 while maintaining an Overweight rating. Other firms, including Benchmark, Guggenheim, Rosenblatt and Needham, also reiterated bullish views. Are Wall Street Analysts Bullish on Walt Disney Stock?
• Positive Sentiment: Streaming momentum is improving. Disney’s streaming business delivered sharply higher profits, while Warner Bros. Discovery said the Disney+, Hulu and Max bundle is reducing churn and improving subscriber growth. Disney also plans to expand Disney+ into a broader ecosystem involving games, merchandise and interactive experiences. Warner Bros. Discovery Says Disney Bundle Is Delivering
• Positive Sentiment: Management strengthened its shareholder-return outlook. Disney reaffirmed its earnings-growth guidance and increased planned share repurchases to at least $9 billion, supporting per-share earnings and signaling confidence in future cash generation. Disney Q3 Earnings Call Highlights Parks and Streaming Growth
• Positive Sentiment: ESPN’s NFL strategy is gaining traction. Disney has already sold out advertising inventory for Super Bowl LXI, which ESPN will broadcast in 2027, highlighting strong demand for premium sports advertising.
• Neutral Sentiment: The TikTok partnership could expand Disney’s reach. Allowing creators to use Disney characters and distribute short-form videos on TikTok and Disney+ may deepen engagement, although the deal’s direct financial impact remains uncertain. Disney and TikTok Strike Short-Form Video-Sharing Deal
• Negative Sentiment: Revenue slightly missed expectations. Quarterly revenue of roughly $25.2 billion came in below the approximately $25.4 billion consensus forecast. Investors also remain cautious because DIS has underperformed the broader market and remains well below its 12-month high.
• Negative Sentiment: Growth concerns have not disappeared. A potential free, ad-supported streaming tier could broaden Disney’s audience but may pressure average revenue per user and increase execution risk. Some investors also question whether recent gains from blockbuster content and theme parks can be sustained.

Walt Disney Company 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.