Kestra Advisory Services LLC Boosts Holdings in The Walt Disney Company $DIS

Kestra Advisory Services LLC lifted its stake in shares of The Walt Disney Company (NYSE:DIS) by 6.4% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 256,905 shares of the entertainment giant’s stock after buying an additional 15,383 shares during the period. Kestra Advisory Services LLC’s holdings in Walt Disney were worth $24,761,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Swiss RE Ltd. bought a new stake in shares of Walt Disney during the 4th quarter valued at $25,000. Curio Wealth LLC boosted its stake in Walt Disney by 110.4% during the fourth quarter. Curio Wealth LLC now owns 223 shares of the entertainment giant’s stock worth $26,000 after acquiring an additional 117 shares in the last quarter. Osbon Capital Management LLC purchased a new stake in Walt Disney in the fourth quarter worth about $26,000. Sfam LLC bought a new position in shares of Walt Disney during the fourth quarter valued at approximately $26,000. Finally, Greenline Wealth Management LLC purchased a new position in shares of Walt Disney during the fourth quarter valued at approximately $26,000. 65.71% of the stock is owned by hedge funds and other institutional investors.

Walt Disney News Roundup

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

• Positive Sentiment: Zacks upgraded Disney to a Buy, citing improving earnings expectations and a more favorable near-term outlook for the stock. Disney (DIS) Upgraded to Buy: Here’s What You Should Know
• Positive Sentiment: Investors are reacting positively to reports that Disney+ may add a free, ad-supported tier, which could expand audience reach and improve Disney’s streaming monetization strategy over time. Disney is exploring adding a free tier for Disney+ as YouTube draws TV viewers
• Positive Sentiment: Bullish commentary highlighted strong free cash flow, improving direct-to-consumer profitability, and solid performance in sports and theme parks, while also pointing to possible upside from AI-driven efficiencies and rumored acquisition interest in Lionsgate. Disney: Lionsgate Rumors Add To An Already Compelling Bull Case
• Positive Sentiment: Another bullish valuation note argued Disney stock looks inexpensive on earnings and cash flow, with buybacks and earnings growth seen as supporting longer-term upside. Disney (DIS) Stock Looks Cheap On Earnings And Cash Flow
• Neutral Sentiment: Disney’s former Disney+ president Alisa Bowen is moving to CEO of Disney-controlled Fubo, a leadership change that may matter strategically but is not directly tied to Disney’s core operations. Alisa Bowen Exits as Disney+ President to Become CEO of Disney-Controlled Fubo TV Streamer
• Negative Sentiment: Several stories criticized Disney’s live-action remake strategy, especially around Moana, adding to concerns that the company’s film pipeline may be losing creative momentum. Moana’s Record Rotten Tomatoes Score Should Give Disney Pause

Analysts Set New Price Targets

Several analysts recently weighed in on DIS shares. Rosenblatt Securities restated a “buy” rating and issued a $126.00 price target on shares of Walt Disney in a research note on Tuesday. Phillip Securities raised Walt Disney from a “moderate buy” rating to a “strong-buy” rating in a research note on Monday, May 11th. Weiss Ratings lowered Walt Disney from a “hold (c+)” rating to a “hold (c)” rating in a research report on Thursday, June 11th. Needham & Company LLC reiterated a “buy” rating and issued a $125.00 price target on shares of Walt Disney in a research note on Friday, June 12th. Finally, Raymond James Financial reduced their price objective on shares of Walt Disney from $119.00 to $111.00 and set an “outperform” rating for the company in a research note on Thursday, July 2nd. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Walt Disney presently has a consensus rating of “Moderate Buy” and a consensus price target of $133.33.

Walt Disney Stock Performance

Shares of Walt Disney stock traded down $0.53 during trading on Friday, hitting $95.64. 10,669,358 shares of the company’s stock traded hands, compared to its average volume of 10,984,889. The Walt Disney Company has a 1 year low of $92.18 and a 1 year high of $123.40. The business has a 50-day simple moving average of $101.51 and a 200-day simple moving average of $104.12. The stock has a market capitalization of $166.09 billion, a P/E ratio of 15.28, a PEG ratio of 1.21 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.

Walt Disney (NYSE:DIS) last posted its earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.49 by $0.08. The business had revenue of $25.17 billion for the quarter, compared to analysts’ expectations of $24.87 billion. Walt Disney had a net margin of 11.54% and a return on equity of 8.92%. The business’s revenue for the quarter was up 6.5% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.45 EPS. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. As a group, analysts forecast that The Walt Disney Company will post 6.86 EPS for the current year.

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.