13,944 Shares in The Walt Disney Company $DIS Bought by FORA Capital LLC

FORA Capital LLC purchased a new stake in shares of The Walt Disney Company (NYSE:DIS) in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 13,944 shares of the entertainment giant’s stock, valued at approximately $1,597,000.

A number of other large investors have also added to or reduced their stakes in the company. Brighton Jones LLC grew its stake in shares of Walt Disney by 7.7% in the fourth 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 during the last quarter. Sivia Capital Partners LLC raised its position in Walt Disney by 31.9% during the 2nd 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 during the last quarter. Schnieders Capital Management LLC. raised its position in Walt Disney by 16.2% during the 2nd 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 last quarter. Clearstead Trust LLC lifted its holdings in Walt Disney by 0.8% in the 2nd quarter. Clearstead Trust LLC now owns 16,648 shares of the entertainment giant’s stock worth $2,065,000 after buying an additional 139 shares during the period. Finally, Grandfield & Dodd LLC grew its position in shares of Walt Disney by 0.5% in the 2nd quarter. Grandfield & Dodd LLC now owns 235,333 shares of the entertainment giant’s stock worth $29,184,000 after buying an additional 1,192 shares during the last quarter. Institutional investors own 65.71% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on DIS. Wells Fargo & Company decreased their target price on Walt Disney from $152.00 to $150.00 and set an “overweight” rating for the company in a report on Tuesday, February 3rd. Weiss Ratings cut shares of Walt Disney from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, February 3rd. The Goldman Sachs Group reissued a “buy” rating and set a $151.00 price objective on shares of Walt Disney in a research report on Monday, February 2nd. Evercore upped their price objective on shares of Walt Disney from $140.00 to $142.00 and gave the stock an “outperform” rating in a report on Friday, November 14th. Finally, TD Cowen reaffirmed a “hold” rating and set a $123.00 target price on shares of Walt Disney in a research note on Tuesday, February 3rd. Seventeen analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $135.80.

Key Stories Impacting Walt Disney

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

• Positive Sentiment: Walt Disney World set reopening dates for several refreshed attractions (including the revamped Buzz Lightyear ride and Big Thunder Mountain), which should help drive park traffic and F&B/merchandise spend as seasonal travel picks up. Walt Disney World announces reopening dates for Buzz Lightyear, Big Thunder Mountain
• Positive Sentiment: Disney is rolling out new family experiences and a “Cool KIDS’ SUMMER” program with refreshed attractions and summer savings, plus the return of select free-dining promotions — initiatives that can stimulate bookings and incremental park revenue for the high season. Walt Disney World Launches New Family Experiences, Refreshed Attractions and Summer Savings for Cool KIDS’ SUMMER
• Positive Sentiment: Disney+ content additions: the children’s hit Bluey is getting a firm arrival date on Disney+, and a new Star Wars series (Maul: Shadow Lord) launches in April — fresh originals that help engagement and retention on the streaming platform. Disney World Announces Exactly When Bluey Will Finally Arrive
• Positive Sentiment: Leadership update: Disney named Paul Roeder as Chief Communications Officer (effective March 19), a senior internal hire under incoming CEO Josh D’Amaro that suggests management is stabilizing communications and strategy ahead of operational initiatives. Paul Roeder Named Chief Communications Officer of The Walt Disney Company
• Neutral Sentiment: Promotional/consumer coverage such as guides to park footwear and lifestyle pieces are driving consumer interest but have little direct financial impact; they do reflect ongoing consumer engagement with the parks. I Visit Disney World Every Month & These Are the Most Supportive Sneakers for Walking 10+ Miles at the Parks
• Neutral Sentiment: Analyst/market takes: commentary noting Disney’s attractive valuation and strategic moves (e.g., NFL rights) highlight upside catalysts but caution about lingering execution risks; these views can influence investor sentiment without immediate revenue impact. Walt Disney Stock Looks Cheap. But Is It a Buy?
• Negative Sentiment: Ad-revenue competition: a report highlights YouTube generating more ad revenue in 2025 than Disney and several legacy media companies, underlining margin pressure and the challenge of monetizing streaming at scale. YouTube Out Earns Disney, Paramount, Warner Bros, and More Just From Ad Revenue in 2025

Walt Disney Price Performance

Shares of DIS opened at $99.29 on Friday. The Walt Disney Company has a fifty-two week low of $80.10 and a fifty-two week high of $124.69. The firm’s 50-day simple moving average is $107.75 and its two-hundred day simple moving average is $110.39. The stock has a market cap of $175.89 billion, a PE ratio of 14.60, a price-to-earnings-growth ratio of 1.35 and a beta of 1.42. The company has a debt-to-equity ratio of 0.31, a quick ratio of 0.61 and a current ratio of 0.67.

Walt Disney (NYSE:DIS) last issued its quarterly earnings results on Monday, February 2nd. The entertainment giant reported $1.63 EPS for the quarter, topping analysts’ consensus estimates of $1.57 by $0.06. Walt Disney had a return on equity of 8.90% and a net margin of 12.80%.The firm had revenue of $25.98 billion for the quarter, compared to analysts’ expectations of $25.54 billion. During the same period in the previous year, the firm posted $1.40 EPS. The business’s revenue for the quarter was up 5.2% compared to the same quarter last year. Analysts anticipate that The Walt Disney Company will post 5.47 earnings per share for the current fiscal year.

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.