Fort Washington Investment Advisors Inc. OH boosted its stake in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 11.0% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 1,075,860 shares of the entertainment giant’s stock after purchasing an additional 106,665 shares during the quarter. Fort Washington Investment Advisors Inc. OH’s holdings in Walt Disney were worth $103,691,000 at the end of the most recent quarter.
A number of other hedge funds also recently bought and sold shares of DIS. Vanguard Group Inc. lifted its stake in Walt Disney by 0.8% in the 4th quarter. Vanguard Group Inc. now owns 159,342,154 shares of the entertainment giant’s stock worth $18,128,357,000 after acquiring an additional 1,220,207 shares in the last quarter. State Street Corp increased its stake in shares of Walt Disney by 2.3% during the 4th quarter. State Street Corp now owns 83,873,646 shares of the entertainment giant’s stock worth $9,604,567,000 after purchasing an additional 1,853,897 shares during the last quarter. Geode Capital Management LLC raised its holdings in shares of Walt Disney by 3.5% during the 4th quarter. Geode Capital Management LLC now owns 40,588,604 shares of the entertainment giant’s stock valued at $4,597,804,000 after purchasing an additional 1,361,888 shares in the last quarter. J. Stern & Co. LLP lifted its stake in shares of Walt Disney by 9,060.1% in the 4th quarter. J. Stern & Co. LLP now owns 38,135,363 shares of the entertainment giant’s stock valued at $4,338,660,000 after purchasing an additional 37,719,041 shares during the last quarter. Finally, Norges Bank bought a new position in Walt Disney during the fourth quarter valued at about $2,388,278,000. 65.71% of the stock is owned by hedge funds and other institutional investors.
More Walt Disney News
Here are the key news stories impacting Walt Disney this week:
- Positive Sentiment: Disney unveiled new updates tied to Pirates of the Caribbean and broader parks revamps, including upgraded animatronics and other immersive tech. That suggests continued capital investment in the Parks, Experiences and Products segment, which can support long-term revenue growth and fan engagement. Disney Officially Unveils New Pirates of the Caribbean Release
- Positive Sentiment: Disney also announced 2026 holiday party and festival dates at Walt Disney World, reinforcing demand drivers for the parks business and helping investors gauge strong seasonal attendance and ticketing opportunities. Walt Disney World Announces Dates and Details for 2026 Holiday Parties and Festivals
- Positive Sentiment: Disney highlighted new film marketing around Hexed and a new Lilo & Stitch short, while box-office coverage said Disney became the first studio to pass $3 billion worldwide, both of which support the company’s content and theatrical momentum. Box Office: Disney First Studio to Pass $3B Worldwide
- Neutral Sentiment: Several articles focused on consumer interest in Disney stock, parks tips, merchandise tests, and family-travel rankings. These headlines reflect ongoing brand visibility, but they are unlikely to move shares on their own. The Walt Disney Company (DIS) Is a Trending Stock: Facts to Know Before Betting on It
- Neutral Sentiment: Disney World-related fire reports at the Dolphin Hotel led to a brief evacuation and restaurant closure, but the incidents appear contained and operationally limited so far. Fire causes short evacuation at Walt Disney World’s Dolphin resort
- Negative Sentiment: Disney agreed to a $50 million settlement over claims tied to streaming pricing, which is a modest legal/financial overhang and adds to concerns about the economics of the streaming business. Millions may qualify for payouts in Disney streaming case deal
- Negative Sentiment: Coverage also noted Disney’s stock has been under selling pressure and remains below recent moving averages, suggesting the shares are still dealing with broader valuation and momentum concerns despite the recent uptick. Disney (DIS) Stock After Five-Year Slump Is The Current Valuation Opportunity Enough?
Walt Disney Price Performance
Walt Disney (NYSE:DIS – Get Free Report) last issued its quarterly earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 EPS for the quarter, topping analysts’ consensus estimates of $1.49 by $0.08. The company had revenue of $25.17 billion for 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%.Walt Disney’s revenue was up 6.5% on a year-over-year basis. During the same quarter last year, the business earned $1.45 earnings per share. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. On average, sell-side analysts forecast that The Walt Disney Company will post 6.85 EPS for the current fiscal year.
Wall Street Analysts Forecast Growth
Several research firms recently weighed in on DIS. JPMorgan Chase & Co. boosted their target price on Walt Disney from $138.00 to $139.00 and gave the stock an “overweight” rating in a report on Thursday, May 7th. Guggenheim lifted their price target on shares of Walt Disney from $115.00 to $120.00 and gave the company a “buy” rating in a research report on Thursday, May 7th. Rosenblatt Securities boosted their price objective on shares of Walt Disney from $121.00 to $126.00 and gave the stock a “buy” rating in a research note on Friday, June 5th. Citigroup upped their price objective on shares of Walt Disney from $135.00 to $145.00 and gave the stock a “buy” rating in a report on Friday, May 8th. Finally, Wells Fargo & Company lowered their target price on shares of Walt Disney from $148.00 to $146.00 and set an “overweight” rating on the stock in a research note on Thursday, May 7th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $133.71.
Check Out Our Latest Research Report on DIS
About Walt Disney
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.
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