Handelsbanken Fonder AB Reduces Holdings in The Walt Disney Company $DIS

Handelsbanken Fonder AB trimmed its holdings in shares of The Walt Disney Company (NYSE:DIS) by 7.3% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 612,587 shares of the entertainment giant’s stock after selling 48,161 shares during the quarter. Handelsbanken Fonder AB’s holdings in Walt Disney were worth $58,961,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC increased its stake in shares of Walt Disney by 7.7% in the 4th quarter. Brighton Jones LLC now owns 26,767 shares of the entertainment giant’s stock worth $2,980,000 after purchasing an additional 1,904 shares in the last quarter. Sivia Capital Partners LLC lifted its position in Walt Disney by 31.9% during the second quarter. Sivia Capital Partners LLC now owns 5,470 shares of the entertainment giant’s stock valued at $678,000 after purchasing an additional 1,322 shares in the last quarter. Schnieders Capital Management LLC. grew its holdings in Walt Disney by 16.2% during the second quarter. Schnieders Capital Management LLC. now owns 17,955 shares of the entertainment giant’s stock valued at $2,227,000 after purchasing an additional 2,503 shares during the period. Main Street Financial Solutions LLC grew its holdings in Walt Disney by 28.6% during the second quarter. Main Street Financial Solutions LLC now owns 8,330 shares of the entertainment giant’s stock valued at $1,033,000 after purchasing an additional 1,855 shares during the period. Finally, Ieq Capital LLC increased its position in Walt Disney by 10.8% in the second quarter. Ieq Capital LLC now owns 115,759 shares of the entertainment giant’s stock worth $14,355,000 after buying an additional 11,304 shares in the last quarter. 65.71% of the stock is currently owned by institutional investors.

Key Stories Impacting Walt Disney

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

• Positive Sentiment: Streaming bundle performance is improving. Warner Bros. Discovery executives said the Disney Bundle is reducing churn and supporting subscriber growth, providing outside validation of Disney’s bundling strategy and potentially improving streaming economics. Warner Bros. Discovery Says Disney Bundle Is Delivering
• Positive Sentiment: Parks and streaming remain key growth drivers. Disney reportedly exceeded expectations on operating performance, supported by gains in its parks and streaming businesses. Analysts remain constructive, although they cited some regional softness and cost pressures. Disney Beats on Parks and Streaming Growth in Q3
• Positive Sentiment: Analyst sentiment is supportive. Needham maintained an optimistic view of DIS amid rising competition, while other coverage cited a reiterated buy rating and a higher $115 price target. Needham Remains Optimistic on Disney
• Positive Sentiment: Disney is expanding content and engagement opportunities. A new iHeartMedia video-podcast agreement for Disney+ and Hulu, including “Hey Jonas!” and other titles, could broaden viewing hours and strengthen the platforms’ entertainment ecosystems. Disney Hulu and iHeartMedia Announce Video Podcast Deal
• Neutral Sentiment: Disney+ is testing AI-powered discovery tools and planning a broader fan ecosystem spanning games, merchandise, interactive experiences, and partnerships. These initiatives may support engagement and retention, but their financial impact remains unproven. Disney Plus AI Search and Discovery Beta
• Neutral Sentiment: Upcoming Experiences announcements and potential Florida theme-park expansion reinforce Disney’s long-term capital-investment pipeline, but they are unlikely to materially affect near-term results. Disney Experiences Showcase at D23
• Negative Sentiment: Near-term concerns include Asian-market softness, rising costs, and litigation. A lawsuit accusing Epcot restaurant operators of wage theft could create reputational and legal overhang, although it does not currently indicate a companywide financial impact. Epcot Restaurant Operators Accused of Wage Theft

Walt Disney Stock Down 1.5%

Shares of DIS stock opened at $103.31 on Tuesday. The stock has a market cap of $178.38 billion, a P/E ratio of 21.30, a PEG ratio of 1.23 and a beta of 1.39. The Walt Disney Company has a 52 week low of $92.18 and a 52 week high of $119.78. The company has a quick ratio of 0.65, a current ratio of 0.71 and a debt-to-equity ratio of 0.32. The company’s fifty day simple moving average is $98.94 and its two-hundred day simple moving average is $101.80.

Walt Disney (NYSE:DIS) last posted its earnings results on Wednesday, August 5th. The entertainment giant reported $2.06 EPS for the quarter, beating analysts’ consensus estimates of $1.86 by $0.20. Walt Disney had a return on equity of 9.90% and a net margin of 8.70%.The firm had revenue of $25.25 billion during the quarter, compared to the consensus estimate of $25.39 billion. During the same period in the prior year, the company earned $1.61 EPS. The company’s quarterly revenue was up 6.8% compared to the same quarter last year. Walt Disney has set its FY 2026 guidance at 6.642-6.642 EPS. Analysts predict that The Walt Disney Company will post 6.91 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on DIS. Needham & Company LLC reaffirmed a “buy” rating and set a $125.00 price objective on shares of Walt Disney in a research report on Friday, June 12th. Truist Financial set a $115.00 target price on shares of Walt Disney in a report on Monday, August 3rd. Phillip Securities upgraded shares of Walt Disney from a “moderate buy” rating to a “strong-buy” rating in a research note on Monday, May 11th. Wells Fargo & Company lifted their price target on shares of Walt Disney from $125.00 to $132.00 and gave the company an “overweight” rating in a report on Thursday, August 6th. Finally, JPMorgan Chase & Co. upped their price target on shares of Walt Disney from $139.00 to $140.00 and gave the stock an “overweight” rating in a research report on Tuesday, June 30th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Walt Disney currently has an average rating of “Moderate Buy” and a consensus target price of $128.61.

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.