Pzena Investment Management LLC Raises Stock Holdings in The Walt Disney Company $DIS

Pzena Investment Management LLC raised its position in The Walt Disney Company (NYSE:DIS) by 3,446.3% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 90,219 shares of the entertainment giant’s stock after purchasing an additional 87,675 shares during the period. Pzena Investment Management LLC’s holdings in Walt Disney were worth $10,264,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Heritage Investors Management Corp lifted its stake in Walt Disney by 2.1% in the fourth quarter. Heritage Investors Management Corp now owns 414,158 shares of the entertainment giant’s stock valued at $47,119,000 after buying an additional 8,501 shares during the last quarter. Goldenstone Wealth Management LLC purchased a new stake in Walt Disney in the fourth quarter valued at approximately $443,000. Check Capital Management Inc. CA lifted its stake in Walt Disney by 0.5% in the fourth quarter. Check Capital Management Inc. CA now owns 436,641 shares of the entertainment giant’s stock valued at $49,677,000 after buying an additional 2,373 shares during the last quarter. FourThought Financial Partners LLC lifted its stake in Walt Disney by 42.5% in the fourth quarter. FourThought Financial Partners LLC now owns 4,861 shares of the entertainment giant’s stock valued at $553,000 after buying an additional 1,449 shares during the last quarter. Finally, Global Retirement Partners LLC lifted its stake in Walt Disney by 7.5% in the fourth quarter. Global Retirement Partners LLC now owns 48,726 shares of the entertainment giant’s stock valued at $5,544,000 after buying an additional 3,402 shares during the last quarter. Hedge funds and other institutional investors own 65.71% of the company’s stock.

Key Walt Disney News

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

• Positive Sentiment: Disney continues to draw bullish investor attention after stronger-than-expected fiscal Q2 results, with analysts highlighting improving streaming, content, and Parks & Experiences performance. Should Disney’s Strong Q2 and Institutional Support Require Action From Walt Disney (DIS) Investors?
• Positive Sentiment: Disney is also benefiting from ongoing interest in its theme parks and consumer products, including new summer attractions, ride updates, and merchandise releases that can support park traffic and spending. Disney World unveils new summer attractions and ride updates
• Neutral Sentiment: Several articles frame Disney as a long-term value name and note that the stock is attracting increased investor and user attention, which may help keep sentiment supported but does not by itself change fundamentals. The Walt Disney Company (DIS) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: Buzz around The Mandalorian and Grogu is turning cautious after the film logged the lowest Thursday preview sales in franchise history, raising concern that opening-weekend box office could come in below expectations. Disney’s ‘Star Wars: The Mandalorian and Grogu’ tallies lowest Thursday preview sales in franchise history
• Negative Sentiment: Disney is facing multiple lawsuits over its use of facial-recognition technology at park entrances, adding legal and reputational risk to its high-margin experiences business. Disney sued over new facial recognition technology at Disneyland entrances

Analyst Upgrades and Downgrades

DIS has been the subject of a number of research reports. UBS Group reiterated a “mixed” rating on shares of Walt Disney in a research note on Monday, February 2nd. Weiss Ratings cut Walt Disney from a “hold (c+)” rating to a “hold (c)” rating in a research note on Wednesday, May 13th. Phillip Securities upgraded Walt Disney from a “moderate buy” rating to a “strong-buy” rating in a research note on Monday, May 11th. Guggenheim upped their price target on Walt Disney from $115.00 to $120.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. Finally, Wells Fargo & Company cut their price target on Walt Disney from $148.00 to $146.00 and set an “overweight” rating for the company in a research note on Thursday, May 7th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Walt Disney has a consensus rating of “Moderate Buy” and an average target price of $134.47.

Walt Disney Price Performance

Walt Disney stock opened at $103.12 on Friday. The Walt Disney Company has a 12 month low of $92.18 and a 12 month high of $124.69. The company has a debt-to-equity ratio of 0.33, a current ratio of 0.68 and a quick ratio of 0.62. The business has a 50 day simple moving average of $101.14 and a 200-day simple moving average of $106.06. The stock has a market capitalization of $179.07 billion, a PE ratio of 16.47, a price-to-earnings-growth ratio of 1.35 and a beta of 1.41.

Walt Disney (NYSE:DIS) last released its quarterly earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 EPS for the quarter, topping the consensus estimate of $1.49 by $0.08. The business had revenue of $25.17 billion during 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 company’s quarterly revenue was up 6.5% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.45 earnings per share. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. Equities analysts predict that The Walt Disney Company will post 6.85 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.