Mosaic Family Wealth Partners LLC Has $924,000 Position in The Walt Disney Company $DIS

Mosaic Family Wealth Partners LLC boosted its stake in The Walt Disney Company (NYSE:DIS) by 170.9% in the first quarter, HoldingsChannel reports. The firm owned 9,588 shares of the entertainment giant’s stock after buying an additional 6,049 shares during the period. Mosaic Family Wealth Partners LLC’s holdings in Walt Disney were worth $924,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the stock. Brighton Jones LLC increased its holdings 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 buying an additional 1,904 shares during the last quarter. Sivia Capital Partners LLC lifted its holdings in shares of Walt Disney by 31.9% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,470 shares of the entertainment giant’s stock worth $678,000 after acquiring an additional 1,322 shares during the last quarter. Schnieders Capital Management LLC. lifted its holdings in shares of Walt Disney by 16.2% during the 2nd quarter. Schnieders Capital Management LLC. now owns 17,955 shares of the entertainment giant’s stock worth $2,227,000 after acquiring an additional 2,503 shares during the last quarter. Main Street Financial Solutions LLC grew its position in Walt Disney by 28.6% in the second quarter. Main Street Financial Solutions LLC now owns 8,330 shares of the entertainment giant’s stock worth $1,033,000 after acquiring an additional 1,855 shares in the last quarter. Finally, Ieq Capital LLC grew 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 acquiring an additional 11,304 shares in the last quarter. Institutional investors and hedge funds own 65.71% of the company’s stock.

Walt Disney Stock Down 0.7%

Shares of NYSE:DIS opened at $96.07 on Friday. The stock’s 50-day moving average is $101.62 and its 200 day moving average is $104.18. The company has a market cap of $166.82 billion, a PE ratio of 15.35, a P/E/G ratio of 1.22 and a beta of 1.39. 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 Walt Disney Company has a 1 year low of $92.18 and a 1 year high of $123.40.

Walt Disney (NYSE:DIS) last issued its quarterly earnings data on Wednesday, May 6th. The entertainment giant reported $1.57 earnings per share for the quarter, topping analysts’ consensus estimates of $1.49 by $0.08. Walt Disney had a return on equity of 8.92% and a net margin of 11.54%.The firm had revenue of $25.17 billion for the quarter, compared to analyst estimates of $24.87 billion. During the same period last year, the company earned $1.45 EPS. The business’s quarterly revenue was up 6.5% compared to the same quarter last year. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. Sell-side analysts anticipate that The Walt Disney Company will post 6.86 EPS for the current year.

Key Headlines Impacting Walt Disney

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

• Positive Sentiment: Disney is being linked to the growing battle for major live sports rights, including the FIFA World Cup, which could support its sports and streaming strategy and highlight the value of ESPN and Disney’s broader media assets. FuboTV names Disney’s Bowen CEO, removes veteran Gandler
• Positive Sentiment: Reports that Disney is exploring a free tier for Disney+ suggest management is looking for new ways to broaden reach and compete more effectively with ad-supported platforms like YouTube, which could help user growth and advertising revenue over time. Disney is exploring adding a free tier for Disney+ as YouTube draws TV viewers
• Positive Sentiment: Disney continues to receive recognition for its content pipeline, including 125 Emmy nominations, reinforcing the strength of its studio and TV brands. The Walt Disney Company Earns 125 Emmy® Award Nominations in 2026. See the List!
• Neutral Sentiment: Disney’s appointment of veteran executive Alisa Bowen as FuboTV’s new CEO is noteworthy, but the direct financial impact on Disney’s stock is limited and mostly reflects Disney talent being valued across the industry. FuboTV Appoints Former Disney Executive Alisa Bowen to CEO
• Neutral Sentiment: Disney-related coverage around parks, merchandising, and executive changes signals continued operational activity, but these items are not major stock drivers on their own. Joe Schott Will Become Walt Disney World President in August
• Negative Sentiment: Several articles flagged weak early reception for Disney’s live-action Moana remake, with poor Rotten Tomatoes scores and negative box office expectations, which could weigh on sentiment around Disney’s film slate and remake strategy. The ‘Moana’ Rotten Tomatoes Critic Review Score Is A Disney Disaster
• Negative Sentiment: Analyst commentary and market articles also point to concerns about Disney’s movie business, with one Raymond James price target cut citing softer film-related trends, which may be contributing to pressure on the shares. Disney (DIS) Has A Movies Problem, But Here’s How Its Parks Are Solving It

Wall Street Analyst Weigh In

Several analysts have issued reports on the company. JPMorgan Chase & Co. upped their target price on Walt Disney from $139.00 to $140.00 and gave the stock an “overweight” rating in a research note on Tuesday, June 30th. Raymond James Financial lowered their price objective on shares of Walt Disney from $119.00 to $111.00 and set an “outperform” rating for the company in a report on Thursday, July 2nd. Needham & Company LLC reaffirmed a “buy” rating and issued a $125.00 price objective on shares of Walt Disney in a research note on Friday, June 12th. Phillip Securities raised shares of Walt Disney from a “moderate buy” rating to a “strong-buy” rating in a report on Monday, May 11th. Finally, Wells Fargo & Company decreased 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 report on Thursday, May 7th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $133.33.

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.